Westover Capital Advisors, LLC
Top Portfolio Positions
203 positions ·
$425,830,473 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
113,402 | $28,780,293 | 6.76% | |
| NVDA |
Nvidia Corp
Technology
|
146,429 | $25,537,217 | 6.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
84,684 | $24,351,731 | 5.72% | |
| GLD |
Spdr Gold Trust
|
45,512 | $19,583,358 | 4.60% | |
| AVGO |
Broadcom Inc.
Technology
|
50,107 | $15,508,617 | 3.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
73,849 | $15,380,531 | 3.61% | |
| MSFT |
Microsoft Corp
Technology
|
40,138 | $14,857,883 | 3.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
42,322 | $12,449,439 | 2.92% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
12,171 | $10,296,544 | 2.42% | |
| CLS |
Celestica Inc
Technology
|
35,297 | $9,942,458 | 2.33% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IBOC
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,874,897 | 42,724 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,885,754 | 43,434 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,038,268 | 44,193 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,068,282 | 46,098 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,041,005 | 48,224 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,038,059 | 48,101 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,917,393 | 48,794 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,809,182 | 49,103 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,818,957 | 50,213 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,737,728 | 50,400 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $273,735 | 6,316 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $222,458 | 5,033 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $367,566 | 8,584 | Shares | Sole | 2023-05-22 | |
| No 13F history on record for this holder in this stock. | ||||||