The Analysis of Westover Capital Advisors, LLC's Holdings
Currently, Westover Capital Advisors, LLC holds 230 types of securities in its portfolio with a total value $549.4M. In the most recent quarter, they have increased their positions in NFLX (+85.3K shares, valued at $8.0M), NOW (+16.9K shares, valued at $2.6M), SE (+16.7K shares, valued at $2.1M); decreased their positions in EHC (-28.5K shares, valued at $3.0M), AZO (-890 shares, valued at $3.0M), TMUS (-10.1K shares, valued at $2.1M); initiated new positions in SE (+16.7K shares, valued at $2.1M), CARG (+49.9K shares, valued at $1.9M), TILE (+62.5K shares, valued at $1.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC110.4K shares-0.31%2025-12-312026-02-09
NVDA NVIDIA CORPORATION148.0K shares-0.98%2025-12-312026-02-09 ALPHABET INC ALPHABET INC83.8K shares-1.26%2025-12-312026-02-09 MSFT MICROSOFT CORP39.6K shares0.67%2025-12-312026-02-09 GLD SPDR GOLD TR48.3K shares-4.58%2025-12-312026-02-09 BROADCOM INC BROADCOM INC54.9K shares-7.40%2025-12-312026-02-09 AMZN AMAZON COM INC71.8K shares0.18%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.43.2K shares-4.18%2025-12-312026-02-09 FNDF SCHWAB STRATEGIC TR279.2K shares0.18%2025-12-312026-02-09 SCHO SCHWAB STRATEGIC TR488.6K shares6.06%2025-12-312026-02-09 USIG ISHARES TR220.5K shares-0.16%2025-12-312026-02-09 MBB ISHARES TR118.9K shares5.49%2025-12-312026-02-09 CELESTICA INC CELESTICA INC36.4K shares-7.39%2025-12-312026-02-09 GS GOLDMAN SACHS GROUP INC12.2K shares1.43%2025-12-312026-02-09 SCHP SCHWAB STRATEGIC TR391.5K shares-1.27%2025-12-312026-02-09 VRP INVESCO EXCH TRADED FD TR II372.9K shares5.17%2025-12-312026-02-09 NFLX NETFLIX INC95.5K shares835.36%2025-12-312026-02-09 JAAA JANUS DETROIT STR TR165.0K shares11.04%2025-12-312026-02-09 GDX VANECK ETF TRUST78.6K shares-0.52%2025-12-312026-02-09 VST VISTRA CORP40.5K shares-8.61%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW7.2K shares-3.68%2025-12-312026-02-09 TSM TAIWAN SEMICONDUCTOR MFG LTD20.3K shares0.30%2025-12-312026-02-09 SPSB SPDR SERIES TRUST203.5K shares0.71%2025-12-312026-02-09 META META PLATFORMS INC9.1K shares12.62%2025-12-312026-02-09 CYBR CYBERARK SOFTWARE LTD13.1K shares-1.96%2025-12-312026-02-09 WMT WALMART INC49.9K shares-1.74%2025-12-312026-02-09 FNDE SCHWAB STRATEGIC TR153.5K shares3.61%2025-12-312026-02-09 CENCORA INC CENCORA INC14.3K shares-1.06%2025-12-312026-02-09 MUB ISHARES TR43.3K shares2.05%2025-12-312026-02-09 WELL WELLTOWER INC23.7K shares-5.09%2025-12-312026-02-09 EME EMCOR GROUP INC7.1K shares-14.96%2025-12-312026-02-09 XOM EXXON MOBIL CORP35.0K shares-2.56%2025-12-312026-02-09 ENSG ENSIGN GROUP INC23.0K shares-1.67%2025-12-312026-02-09 EXEL EXELIXIS INC86.4K shares12.19%2025-12-312026-02-09 KLAC KLA CORP3.0K shares-3.40%2025-12-312026-02-09 TMO THERMO FISHER SCIENTIFIC INC5.9K shares-1.90%2025-12-312026-02-09 SPYM SPDR SERIES TRUST42.2K shares21.94%2025-12-312026-02-09 HESM HESS MIDSTREAM LP95.4K shares15.43%2025-12-312026-02-09 NOW SERVICENOW INC21.4K shares378.95%2025-12-312026-02-09 IBOC INTERNATIONAL BANCSHARES COR43.4K shares-1.72%2025-12-312026-02-09 FSLR FIRST SOLAR INC11.0K shares-5.28%2025-12-312026-02-09 ASML ASML HOLDING N V2.6K shares-0.54%2025-12-312026-02-09 ALPHABET INC ALPHABET INC8.6K shares1.17%2025-12-312026-02-09 DE DEERE & CO5.8K shares-7.93%2025-12-312026-02-09 CAT CATERPILLAR INC4.7K shares0.00%2025-12-312026-02-09 PANW PALO ALTO NETWORKS INC14.4K shares-0.41%2025-12-312026-02-09 NDAQ NASDAQ INC26.0K shares23.51%2025-12-312026-02-09 LRN STRIDE INC37.3K shares84.85%2025-12-312026-02-09 HIG HARTFORD INSURANCE GROUP INC16.8K shares56.66%2025-12-312026-02-09 LLY ELI LILLY & CO2.1K shares9.93%2025-12-312026-02-09 SCHW SCHWAB CHARLES CORP21.4K shares42.27%2025-12-312026-02-09 SE SEA LTD16.7K sharesnew addition2025-12-312026-02-09 CASY CASEYS GEN STORES INC3.8K shares-2.26%2025-12-312026-02-09 PWR QUANTA SVCS INC4.8K shares-5.00%2025-12-312026-02-09 ABBV ABBVIE INC8.8K shares-0.42%2025-12-312026-02-09 J JACOBS SOLUTIONS INC14.6K shares-0.74%2025-12-312026-02-09 CARG CARGURUS INC49.9K sharesnew addition2025-12-312026-02-09 USFD US FOODS HLDG CORP25.2K shares-12.49%2025-12-312026-02-09 V VISA INC5.4K shares-7.38%2025-12-312026-02-09 FDX FEDEX CORP6.5K shares0.00%2025-12-312026-02-09 GILD GILEAD SCIENCES INC15.0K shares-2.12%2025-12-312026-02-09 MEDP MEDPACE HLDGS INC3.2K shares-0.65%2025-12-312026-02-09 CVX CHEVRON CORP NEW11.6K shares-1.82%2025-12-312026-02-09 TILE INTERFACE INC62.5K sharesnew addition2025-12-312026-02-09 MLI MUELLER INDS INC15.0K shares-0.98%2025-12-312026-02-09 EOG EOG RES INC15.5K shares2.50%2025-12-312026-02-09 RTX RTX CORPORATION8.9K shares-1.00%2025-12-312026-02-09 VB VANGUARD INDEX FDS6.2K shares2.76%2025-12-312026-02-09 PJT PJT PARTNERS INC9.6K shares-1.76%2025-12-312026-02-09 SUPN SUPERNUS PHARMACEUTICALS INC31.9K sharesnew addition2025-12-312026-02-09 AMAT APPLIED MATLS INC6.1K shares0.00%2025-12-312026-02-09 SMLF ISHARES TR20.0K shares0.13%2025-12-312026-02-09 APP APPLOVIN CORP2.2K shares26.76%2025-12-312026-02-09 MS MORGAN STANLEY8.0K shares6.64%2025-12-312026-02-09 VRT VERTIV HOLDINGS CO8.8K shares15.61%2025-12-312026-02-09 KKR & CO INC KKR & CO INC11.1K shares0.00%2025-12-312026-02-09 ICLR ICON PLC7.4K shares-1.34%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC7.3K shares0.00%2025-12-312026-02-09 MPWR MONOLITHIC PWR SYS INC1.4K shares-0.99%2025-12-312026-02-09 GLW CORNING INC14.5K shares0.00%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON6.0K shares0.00%2025-12-312026-02-09 WCN WASTE CONNECTIONS INC7.1K shares-2.22%2025-12-312026-02-09 HD HOME DEPOT INC3.5K shares-0.14%2025-12-312026-02-09 DECK DECKERS OUTDOOR CORP11.6K shares-1.41%2025-12-312026-02-09 CMI CUMMINS INC2.4K shares-3.68%2025-12-312026-02-09 TSCO TRACTOR SUPPLY CO24.1K shares0.00%2025-12-312026-02-09 PEP PEPSICO INC8.2K shares130.39%2025-12-312026-02-09 EGP EASTGROUP PPTYS INC6.5K shares-0.21%2025-12-312026-02-09 CAH CARDINAL HEALTH INC5.5K shares15.24%2025-12-312026-02-09 WM WASTE MGMT INC DEL5.1K shares-10.05%2025-12-312026-02-09 RY ROYAL BK CDA6.2K shares-0.48%2025-12-312026-02-09 RSI RUSH STREET INTERACTIVE INC54.0K shares-0.84%2025-12-312026-02-09 WFC WELLS FARGO CO NEW10.2K shares0.00%2025-12-312026-02-09 MPLX MPLX LP17.8K shares0.00%2025-12-312026-02-09 MCD MCDONALDS CORP3.1K shares-0.32%2025-12-312026-02-09 BAC BANK AMERICA CORP17.2K shares-0.41%2025-12-312026-02-09 ABT ABBOTT LABS7.5K shares0.00%2025-12-312026-02-09 MA MASTERCARD INCORPORATED1.6K shares-5.85%2025-12-312026-02-09 EBAY EBAY INC.10.1K shares5.66%2025-12-312026-02-09 MAR MARRIOTT INTL INC NEW2.8K shares-2.61%2025-12-312026-02-09 STLD STEEL DYNAMICS INC5.1K shares0.00%2025-12-312026-02-09 CEG CONSTELLATION ENERGY CORP2.4K shares-0.58%2025-12-312026-02-09 CRWD CROWDSTRIKE HLDGS INC1.8K shares-16.67%2025-12-312026-02-09 REVG REV GROUP INC13.9K shares-0.84%2025-12-312026-02-09 SUB ISHARES TR7.8K shares11.13%2025-12-312026-02-09 AZN ASTRAZENECA PLC9.0K shares35.13%2025-12-312026-02-09 FBP FIRST BANCORP P R39.2K shares-5.87%2025-12-312026-02-09 IYW ISHARES TR4.0K shares0.00%2025-12-312026-02-09 TMUS T-MOBILE US INC3.9K shares-72.43%2025-12-312026-02-09 AMGN AMGEN INC2.3K shares-0.21%2025-12-312026-02-09 AZO AUTOZONE INC224 shares-79.89%2025-12-312026-02-09 GEV GE VERNOVA INC1.2K shares-0.26%2025-12-312026-02-09 LNG CHENIERE ENERGY INC3.9K shares-25.19%2025-12-312026-02-09 HSBC HSBC HLDGS PLC9.2K shares2.75%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC2.1K shares-1.02%2025-12-312026-02-09 BTSG BRIGHTSPRING HEALTH SVCS INC18.6K sharesnew addition2025-12-312026-02-09 UBER UBER TECHNOLOGIES INC8.3K shares33.15%2025-12-312026-02-09 STT STATE STR CORP5.2K sharesnew addition2025-12-312026-02-09 CRM SALESFORCE INC2.5K shares-2.34%2025-12-312026-02-09 TPL TEXAS PACIFIC LAND CORPORATI2.3K shares200.00%2025-12-312026-02-09 CORT CORCEPT THERAPEUTICS INC18.8K shares-7.91%2025-12-312026-02-09 TSLA TESLA INC1.4K shares0.00%2025-12-312026-02-09 WMB WILLIAMS COS INC10.2K shares0.00%2025-12-312026-02-09 AFL AFLAC INC5.5K shares0.00%2025-12-312026-02-09 STIP ISHARES TR5.9K shares-9.16%2025-12-312026-02-09 MERCK & CO INC MERCK & CO INC5.7K sharesnew addition2025-12-312026-02-09 BKNG BOOKING HOLDINGS INC111 shares-66.36%2025-12-312026-02-09 OKE ONEOK INC NEW8.1K shares0.00%2025-12-312026-02-09 SNPS SYNOPSYS INC1.3K shares-3.91%2025-12-312026-02-09 PNC PNC FINL SVCS GROUP INC2.8K shares-0.18%2025-12-312026-02-09 ORLY OREILLY AUTOMOTIVE INC6.4K sharesnew addition2025-12-312026-02-09 FBTC FIDELITY WISE ORIGIN BITCOIN7.5K shares-20.98%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR13.2K shares100.00%2025-12-312026-02-09 SPG SIMON PPTY GROUP INC NEW3.0K shares0.00%2025-12-312026-02-09 ETR ENTERGY CORP NEW6.0K shares0.00%2025-12-312026-02-09 DKS DICKS SPORTING GOODS INC2.7K shares0.00%2025-12-312026-02-09 EHC ENCOMPASS HEALTH CORP5.0K shares-85.14%2025-12-312026-02-09 VTI VANGUARD INDEX FDS1.6K shares-16.07%2025-12-312026-02-09 TXN TEXAS INSTRS INC3.0K shares0.00%2025-12-312026-02-09 AXP AMERICAN EXPRESS CO1.4K shares0.00%2025-12-312026-02-09 FIX COMFORT SYS USA INC552 shares4.94%2025-12-312026-02-09 BSX BOSTON SCIENTIFIC CORP5.4K shares-66.11%2025-12-312026-02-09 MPC MARATHON PETE CORP3.1K shares0.00%2025-12-312026-02-09 TOL TOLL BROTHERS INC3.7K shares0.00%2025-12-312026-02-09 AXGN AXOGEN INC15.3K sharesnew addition2025-12-312026-02-09 BA BOEING CO2.3K shares3.23%2025-12-312026-02-09 TFC TRUIST FINL CORP10.0K shares0.00%2025-12-312026-02-09 IVW ISHARES TR3.9K shares0.00%2025-12-312026-02-09 TM TOYOTA MOTOR CORP2.2K shares0.00%2025-12-312026-02-09 ACGL ARCH CAP GROUP LTD5.0K shares-1.93%2025-12-312026-02-09 MTB M & T BK CORP2.4K shares-9.59%2025-12-312026-02-09 BNS BANK NOVA SCOTIA HALIFAX6.4K shares0.00%2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L14.6K shares0.00%2025-12-312026-02-09 FCX FREEPORT-MCMORAN INC9.0K shares0.00%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS7.2K sharesnew addition2025-12-312026-02-09 PH PARKER-HANNIFIN CORP505 shares14.25%2025-12-312026-02-09 GCT GIGACLOUD TECHNOLOGY INC11.1K sharesnew addition2025-12-312026-02-09 COF CAPITAL ONE FINL CORP1.8K shares0.00%2025-12-312026-02-09 EMR EMERSON ELEC CO3.2K shares0.00%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE1.4K shares0.00%2025-12-312026-02-09 HON HONEYWELL INTL INC2.1K shares0.00%2025-12-312026-02-09 PAA PLAINS ALL AMERN PIPELINE L23.0K shares0.00%2025-12-312026-02-09 BABA ALIBABA GROUP HLDG LTD2.8K shares0.00%2025-12-312026-02-09 IWM ISHARES TR1.6K shares0.18%2025-12-312026-02-09 QRVO QORVO INC4.6K shares-3.18%2025-12-312026-02-09 NXPI NXP SEMICONDUCTORS N V1.8K shares-5.48%2025-12-312026-02-09 AIQ GLOBAL X FDS7.6K shares0.11%2025-12-312026-02-09 GM GENERAL MTRS CO4.7K shares0.00%2025-12-312026-02-09 RSG REPUBLIC SVCS INC1.8K shares0.00%2025-12-312026-02-09 HLT HILTON WORLDWIDE HLDGS INC1.3K shares0.00%2025-12-312026-02-09 CM CANADIAN IMPERIAL BANK OF CO4.2K shares0.00%2025-12-312026-02-09 NEE NEXTERA ENERGY INC4.5K sharesnew addition2025-12-312026-02-09 LOW LOWES COS INC1.5K sharesnew addition2025-12-312026-02-09 FNDX SCHWAB STRATEGIC TR12.8K shares0.33%2025-12-312026-02-09 NEM NEWMONT CORP3.4K shares0.00%2025-12-312026-02-09 JQUA J P MORGAN EXCHANGE TRADED F5.4K shares-1.14%2025-12-312026-02-09 UBS UBS GROUP AG7.3K shares0.00%2025-12-312026-02-09 WSFS WSFS FINL CORP6.1K shares-1.13%2025-12-312026-02-09 SPOT SPOTIFY TECHNOLOGY S A560 shares0.00%2025-12-312026-02-09 QCOM QUALCOMM INC1.9K shares-0.42%2025-12-312026-02-09 IWO ISHARES TR1.0K shares0.00%2025-12-312026-02-09 VIK VIKING HOLDINGS LTD4.5K shares0.00%2025-12-312026-02-09 CSCO CISCO SYS INC4.1K shares0.00%2025-12-312026-02-09 ET ENERGY TRANSFER L P19.2K shares0.00%2025-12-312026-02-09 NTRS NORTHERN TR CORP2.3K shares0.00%2025-12-312026-02-09 TD TORONTO DOMINION BK ONT3.3K shares0.00%2025-12-312026-02-09 WST WEST PHARMACEUTICAL SVSC INC1.1K shares0.00%2025-12-312026-02-09 UFPI UFP INDUSTRIES INC3.4K shares-21.58%2025-12-312026-02-09 WES WESTERN MIDSTREAM PARTNERS L7.7K shares0.00%2025-12-312026-02-09 MCK MCKESSON CORP366 shares-3.17%2025-12-312026-02-09 KD KYNDRYL HLDGS INC11.2K shares-42.64%2025-12-312026-02-09 PGR PROGRESSIVE CORP1.3K shares0.00%2025-12-312026-02-09 WTFC WINTRUST FINL CORP2.0K shares-0.15%2025-12-312026-02-09 LWLG LIGHTWAVE LOGIC INC80.9K shares0.00%2025-12-312026-02-09 CTVA CORTEVA INC3.9K shares-6.78%2025-12-312026-02-09 KMI KINDER MORGAN INC DEL9.5K shares0.00%2025-12-312026-02-09 RF REGIONS FINANCIAL CORP NEW9.5K sharesnew addition2025-12-312026-02-09 RIO RIO TINTO PLC3.2K shares0.00%2025-12-312026-02-09 XLB SELECT SECTOR SPDR TR5.6K shares100.00%2025-12-312026-02-09 CPRX CATALYST PHARMACEUTICALS INC10.6K shares0.00%2025-12-312026-02-09 AGX ARGAN INC786 shares-13.72%2025-12-312026-02-09 COP CONOCOPHILLIPS2.6K shares0.00%2025-12-312026-02-09 IVE ISHARES TR1.1K shares0.00%2025-12-312026-02-09 MKSI MKS INC.1.5K sharesnew addition2025-12-312026-02-09 SYK STRYKER CORPORATION665 shares-42.92%2025-12-312026-02-09 MSGS MADISON SQUARE GRDN SPRT COR900 shares0.00%2025-12-312026-02-09 DHR DANAHER CORPORATION1.0K sharesnew addition2025-12-312026-02-09 EXC EXELON CORP5.2K shares-0.21%2025-12-312026-02-09 BMY BRISTOL-MYERS SQUIBB CO4.2K sharesnew addition2025-12-312026-02-09 MMC MARSH & MCLENNAN COS INC1.2K shares-1.01%2025-12-312026-02-09 TPG TPG INC3.4K shares-52.11%2025-12-312026-02-09 ROAD CONSTRUCTION PARTNERS INC2.0K shares-1.50%2025-12-312026-02-09 USB US BANCORP DEL4.0K sharesnew addition2025-12-312026-02-09 UHS UNIVERSAL HLTH SVCS INC953 sharesnew addition2025-12-312026-02-09 ZION ZIONS BANCORPORATION N A3.5K sharesnew addition2025-12-312026-02-09 DYNF BLACKROCK ETF TRUST3.4K sharesnew addition2025-12-312026-02-09 EVRG EVERGY INC2.8K shares0.00%2025-12-312026-02-09 ACAD ACADIA PHARMACEUTICALS INC7.6K sharesnew addition2025-12-312026-02-09 DELL DELL TECHNOLOGIES INC1.6K shares-0.63%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available