Westover Capital Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WC Westover Capital Advisors, LLC | Institutional Filer | ▼ 1.09% | $543.4M | 235 |
Current Portfolio Holdings
Showing all 235 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 113K | $28.8M | 5.30% |
| 2 | NVDA | NVIDIA Corporation | Technology | 146K | $25.5M | 4.70% |
| 3 | GOOGL | Alphabet Inc. | Technology | 85K | $24.4M | 4.48% |
| 4 | GLD | SPDR GOLD TR | — | 46K | $19.6M | 3.60% |
| 5 | AVGO | Broadcom Inc. | Technology | 50K | $15.5M | 2.85% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 74K | $15.4M | 2.83% |
| 7 | MSFT | Microsoft Corporation | Technology | 40K | $14.9M | 2.73% |
| 8 | FNDF | SCHWAB STRATEGIC TR | — | 284K | $13.9M | 2.56% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 42K | $12.4M | 2.29% |
| 10 | SCHO | SCHWAB STRATEGIC TR | — | 504K | $12.2M | 2.25% |
| 11 | MBB | ISHARES TR | — | 120K | $11.4M | 2.09% |
| 12 | USIG | ISHARES TR | — | 220K | $11.3M | 2.07% |
| 13 | SCHP | SCHWAB STRATEGIC TR | — | 404K | $10.7M | 1.98% |
| 14 | GS | The Goldman Sachs Group, Inc. | Financial Services | 12K | $10.3M | 1.89% |
| 15 | CLS | Celestica Inc. | Technology | 35K | $9.9M | 1.83% |
Showing 1 to 15 of 235 holdings