Westover Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Westover Capital Advisors, LLC held in its portfolio 229 assets valued at $549,381,619 (i.e. $549.38M).
The most valuable assets in the portfolio included: APPLE INC ($30.01M), NVIDIA CORPORATION ($27.61M), and ALPHABET INC ($26.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 229 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Westover Capital Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 110385 | 30009536 | COM |
| NVIDIA CORPORATION | 148039 | 27609275 | COM |
| ALPHABET INC | 83844 | 26243472 | CAP STK CL A |
| MICROSOFT CORP | 39618 | 19160057 | COM |
| SPDR GOLD TR | 48323 | 19151223 | GOLD SHS |
| BROADCOM INC | 54879 | 18993795 | COM |
| AMAZON COM INC | 71786 | 16569645 | COM |
| JPMORGAN CHASE & CO. | 43153 | 13905001 | COM |
| SCHWAB STRATEGIC TR | 279246 | 12624712 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 488649 | 11908376 | SHT TM US TRES |
| ISHARES TR | 220467 | 11413577 | USD INV GRDE ETF |
| ISHARES TR | 118851 | 11316992 | MBS ETF |
| CELESTICA INC | 36391 | 10757544 | COM |
| GOLDMAN SACHS GROUP INC | 12174 | 10700946 | COM |
| SCHWAB STRATEGIC TR | 391483 | 10370385 | US TIPS ETF |
| SPDR SERIES TRUST | 245650 | 9527574 | STATE STREET SPD |
| INVESCO EXCH TRADED FD TR II | 372950 | 9073874 | VAR RATE PFD |
| NETFLIX INC | 95482 | 8952392 | COM |
| JANUS DETROIT STR TR | 165014 | 8346408 | HENDRSON AAA CL |
| VANECK ETF TRUST | 78570 | 6738949 | GOLD MINERS ETF |
| VISTRA CORP | 40518 | 6536769 | COM |
| COSTCO WHSL CORP NEW | 7204 | 6212297 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 20326 | 6176868 | SPONSORED ADS |
| META PLATFORMS INC | 9083 | 5995597 | CL A |
| CYBERARK SOFTWARE LTD | 13122 | 5853199 | SHS |
| WALMART INC | 49904 | 5559859 | COM |
| SCHWAB STRATEGIC TR | 153512 | 5535643 | FUNDAMENTAL EMER |
| ISHARES GOLD TR | 63124 | 5123775 | ISHARES NEW |
| CENCORA INC | 14342 | 4844011 | COM |
| ISHARES TR | 43299 | 4637756 | NATIONAL MUN ETF |
| GENERAL DYNAMICS CORP | 13310 | 4480945 | COM |
| WELLTOWER INC | 23683 | 4395802 | COM |
| EMCOR GROUP INC | 7129 | 4361451 | COM |
| EXXON MOBIL CORP | 35036 | 4216232 | COM |
| ENSIGN GROUP INC | 23039 | 4013394 | COM |
| EXELIXIS INC | 86427 | 3788095 | COM |
| KLA CORP | 2959 | 3595422 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 5893 | 3414846 | COM |
| HESS MIDSTREAM LP | 95355 | 3289748 | CL A SHS |
| SERVICENOW INC | 21390 | 3276734 | COM |
| INTERNATIONAL BANCSHARES COR | 43434 | 2885755 | COM |
| FIRST SOLAR INC | 10983 | 2869089 | COM |
| ASML HOLDING N V | 2598 | 2779496 | N Y REGISTRY SHS |
| ALPHABET INC | 8641 | 2711546 | CAP STK CL C |
| DEERE & CO | 5817 | 2708221 | COM |
| CATERPILLAR INC | 4676 | 2678740 | COM |
| PALO ALTO NETWORKS INC | 14433 | 2658559 | COM |
| NASDAQ INC | 25965 | 2521980 | COM |
| STRIDE INC | 37289 | 2421175 | COM |
| HARTFORD INSURANCE GROUP INC | 16822 | 2318072 | COM |
| ELI LILLY & CO | 2071 | 2225662 | COM |
| SCHWAB CHARLES CORP | 21429 | 2140971 | COM |
| SEA LTD | 16701 | 2130547 | SPONSORD ADS |
| CASEYS GEN STORES INC | 3756 | 2075979 | COM |
| QUANTA SVCS INC | 4841 | 2043192 | COM |
| ABBVIE INC | 8776 | 2005228 | COM |
| JACOBS SOLUTIONS INC | 14576 | 1930803 | COM |
| CARGURUS INC | 49858 | 1912054 | COM CL A |
| US FOODS HLDG CORP | 25208 | 1898667 | COM |
| VISA INC | 5374 | 1884716 | COM CL A |
| FEDEX CORP | 6471 | 1869213 | COM |
| GILEAD SCIENCES INC | 14979 | 1838522 | COM |
| MEDPACE HLDGS INC | 3193 | 1793348 | COM |
| CHEVRON CORP NEW | 11629 | 1772376 | COM |
| INTERFACE INC | 62478 | 1744386 | COM |
| MUELLER INDS INC | 15014 | 1723607 | COM |
| EOG RES INC | 15520 | 1629808 | COM |
| RTX CORPORATION | 8869 | 1626575 | COM |
| VANGUARD INDEX FDS | 6214 | 1602901 | SMALL CP ETF |
| PJT PARTNERS INC | 9567 | 1599602 | COM CL A |
| SUPERNUS PHARMACEUTICALS INC | 31939 | 1587368 | COM |
| APPLIED MATLS INC | 6118 | 1572265 | COM |
| ISHARES TR | 19969 | 1495279 | US SML CAP EQT |
| APPLOVIN CORP | 2165 | 1458820 | COM CL A |
| MORGAN STANLEY | 8030 | 1425566 | COM NEW |
| VERTIV HOLDINGS CO | 8791 | 1424230 | COM CL A |
| KKR & CO INC | 11130 | 1418852 | COM |
| LAM RESEARCH CORP | 8000 | 1369440 | COM NEW |
| ICON PLC | 7439 | 1355626 | SHS |
| PALANTIR TECHNOLOGIES INC | 7250 | 1288688 | CL A |
| MONOLITHIC PWR SYS INC | 1405 | 1273436 | COM |
| CORNING INC | 14460 | 1266118 | COM |
| JOHNSON & JOHNSON | 6016 | 1245011 | COM |
| WASTE CONNECTIONS INC | 7085 | 1242425 | COM |
| HOME DEPOT INC | 3527 | 1213641 | COM |
| DECKERS OUTDOOR CORP | 11608 | 1203401 | COM |
| CUMMINS INC | 2357 | 1203131 | COM |
| TRACTOR SUPPLY CO | 24050 | 1202741 | COM |
| PEPSICO INC | 8181 | 1174137 | COM |
| EASTGROUP PPTYS INC | 6510 | 1159691 | COM |
| CARDINAL HEALTH INC | 5466 | 1123263 | COM |
| WASTE MGMT INC DEL | 5084 | 1117006 | COM |
| BLACKSTONE INC | 6996 | 1078363 | COM |
| ROYAL BK CDA | 6183 | 1054140 | COM |
| RUSH STREET INTERACTIVE INC | 53995 | 1049123 | COM |
| EATON CORP PLC | 3188 | 1015410 | SHS |
| WELLS FARGO CO NEW | 10247 | 955020 | COM |
| MPLX LP | 17800 | 949986 | COM UNIT REP LTD |
| MCDONALDS CORP | 3094 | 945619 | COM |
| BANK AMERICA CORP | 17188 | 945340 | COM |
| ABBOTT LABS | 7500 | 939675 | COM |
| MASTERCARD INCORPORATED | 1576 | 899707 | CL A |
| EBAY INC. | 10093 | 879100 | COM |
| MARRIOTT INTL INC NEW | 2799 | 868362 | CL A |
| STEEL DYNAMICS INC | 5095 | 863348 | COM |
| CONSTELLATION ENERGY CORP | 2417 | 853854 | COM |
| CROWDSTRIKE HLDGS INC | 1814 | 850331 | CL A |
| REV GROUP INC | 13908 | 845745 | COM |
| ISHARES TR | 7778 | 829913 | SHRT NAT MUN ETF |
| ASTRAZENECA PLC | 8985 | 825991 | SPONSORED ADR |
| FIRST BANCORP P R | 39228 | 813196 | COM NEW |
| ISHARES TR | 4000 | 798720 | U.S. TECH ETF |
| T-MOBILE US INC | 3863 | 784344 | COM |
| AMGEN INC | 2345 | 767542 | COM |
| AUTOZONE INC | 224 | 759696 | COM |
| GE VERNOVA INC | 1161 | 758795 | COM |
| CHENIERE ENERGY INC | 3882 | 754622 | COM NEW |
| APOLLO GLOBAL MGMT INC | 5194 | 751883 | COM |
| HSBC HLDGS PLC | 9193 | 723213 | SPON ADR NEW |
| UNITEDHEALTH GROUP INC | 2138 | 705775 | COM |
| BRIGHTSPRING HEALTH SVCS INC | 18609 | 696907 | COM |
| UBER TECHNOLOGIES INC | 8275 | 676150 | COM |
| STATE STR CORP | 5175 | 667627 | COM |
| SALESFORCE INC | 2509 | 664659 | COM |
| TEXAS PACIFIC LAND CORPORATI | 2295 | 659170 | COM |
| CORCEPT THERAPEUTICS INC | 18835 | 655458 | COM |
| TESLA INC | 1377 | 619264 | COM |
| WILLIAMS COS INC | 10239 | 615466 | COM |
| AFLAC INC | 5500 | 606485 | COM |
| ISHARES TR | 5917 | 605842 | 0-5 YR TIPS ETF |
| MERCK & CO INC | 5650 | 594816 | COM |
| BOOKING HOLDINGS INC | 111 | 594442 | COM |
| ONEOK INC NEW | 8069 | 593072 | COM |
| SYNOPSYS INC | 1252 | 588089 | COM |
| PNC FINL SVCS GROUP INC | 2809 | 586323 | COM |
| OREILLY AUTOMOTIVE INC | 6369 | 580916 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 7535 | 574393 | SHS |
| SELECT SECTOR SPDR TR | 13200 | 563508 | STATE STREET UTI |
| SIMON PPTY GROUP INC NEW | 3000 | 555330 | COM |
| ENTERGY CORP NEW | 6000 | 554580 | COM |
| DICKS SPORTING GOODS INC | 2700 | 534519 | COM |
| ENCOMPASS HEALTH CORP | 4975 | 528047 | COM |
| VANGUARD INDEX FDS | 1567 | 525368 | TOTAL STK MKT |
| ARISTA NETWORKS INC | 4000 | 524120 | COM SHS |
| TEXAS INSTRS INC | 3000 | 520470 | COM |
| AMERICAN EXPRESS CO | 1400 | 517930 | COM |
| COMFORT SYS USA INC | 552 | 515176 | COM |
| BOSTON SCIENTIFIC CORP | 5375 | 512506 | COM |
| MARATHON PETE CORP | 3100 | 504153 | COM |
| TOLL BROTHERS INC | 3700 | 500314 | COM |
| AXOGEN INC | 15269 | 499754 | COM |
| BOEING CO | 2271 | 493080 | COM |
| TRUIST FINL CORP | 10018 | 492986 | COM |
| ISHARES TR | 3920 | 483179 | S&P 500 GRWT ETF |
| TOYOTA MOTOR CORP | 2245 | 480565 | ADS |
| CITIGROUP INC | 4112 | 479829 | COM NEW |
| ARCH CAP GROUP LTD | 4975 | 477202 | ORD |
| M & T BK CORP | 2356 | 474687 | COM |
| BANK NOVA SCOTIA HALIFAX | 6400 | 471616 | COM |
| ENTERPRISE PRODS PARTNERS L | 14622 | 468781 | COM |
| BERKSHIRE HATHAWAY INC DEL | 910 | 457412 | CL B NEW |
| FREEPORT-MCMORAN INC | 9000 | 457110 | CL B |
| VANGUARD TAX-MANAGED FDS | 7233 | 451846 | VAN FTSE DEV MKT |
| PARKER-HANNIFIN CORP | 505 | 443875 | COM |
| GIGACLOUD TECHNOLOGY INC | 11118 | 436715 | CLASS A ORD |
| CAPITAL ONE FINL CORP | 1780 | 431401 | COM |
| EMERSON ELEC CO | 3200 | 424704 | COM |
| GE AEROSPACE | 1370 | 422001 | COM NEW |
| HONEYWELL INTL INC | 2138 | 417102 | COM |
| PLAINS ALL AMERN PIPELINE L | 23000 | 413080 | UNIT LTD PARTN |
| ALIBABA GROUP HLDG LTD | 2800 | 410424 | SPONSORED ADS |
| ISHARES TR | 1632 | 401733 | RUSSELL 2000 ETF |
| QORVO INC | 4574 | 386549 | COM |
| NXP SEMICONDUCTORS N V | 1775 | 385282 | COM |
| GLOBAL X FDS | 7560 | 384502 | ARTIFICIAL ETF |
| GENERAL MTRS CO | 4700 | 382204 | COM |
| REPUBLIC SVCS INC | 1800 | 381474 | COM |
| HILTON WORLDWIDE HLDGS INC | 1328 | 381468 | COM |
| CANADIAN IMPERIAL BANK OF CO | 4200 | 380562 | COM |
| NEXTERA ENERGY INC | 4521 | 362946 | COM |
| LOWES COS INC | 1497 | 361017 | COM |
| SCHWAB STRATEGIC TR | 12775 | 347608 | FUNDAMENTAL US L |
| NEWMONT CORP | 3409 | 340389 | COM |
| J P MORGAN EXCHANGE TRADED F | 5358 | 338518 | US QUALTY FCTR |
| UBS GROUP AG | 7300 | 338063 | SHS |
| WSFS FINL CORP | 6115 | 337793 | COM |
| SPOTIFY TECHNOLOGY S A | 560 | 325198 | SHS |
| QUALCOMM INC | 1897 | 324482 | COM |
| ISHARES TR | 1000 | 323010 | RUS 2000 GRW ETF |
| VIKING HOLDINGS LTD | 4500 | 321345 | ORD SHS |
| CISCO SYS INC | 4137 | 318673 | COM |
| ENERGY TRANSFER L P | 19200 | 316608 | COM UT LTD PTN |
| NORTHERN TR CORP | 2275 | 310742 | COM |
| TORONTO DOMINION BK ONT | 3292 | 310106 | COM NEW |
| WEST PHARMACEUTICAL SVSC INC | 1120 | 308157 | COM |
| UFP INDUSTRIES INC | 3380 | 307749 | COM |
| WESTERN MIDSTREAM PARTNERS L | 7700 | 304150 | COM UNIT LP INT |
| MCKESSON CORP | 366 | 300226 | COM |
| KYNDRYL HLDGS INC | 11162 | 296463 | COMMON STOCK |
| PROGRESSIVE CORP | 1263 | 287610 | COM |
| WINTRUST FINL CORP | 1956 | 273488 | COM |
| LIGHTWAVE LOGIC INC | 80933 | 262223 | COM |
| CORTEVA INC | 3893 | 260948 | COM |
| KINDER MORGAN INC DEL | 9472 | 260385 | COM |
| REGIONS FINANCIAL CORP NEW | 9489 | 257152 | COM |
| RIO TINTO PLC | 3200 | 256096 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 5630 | 255321 | STATE STREET MAT |
| CATALYST PHARMACEUTICALS INC | 10619 | 247847 | COM |
| ARGAN INC | 786 | 246270 | COM |
| CONOCOPHILLIPS | 2579 | 241420 | COM |
| ISHARES TR | 1134 | 240487 | S&P 500 VAL ETF |
| MKS INC. | 1500 | 239700 | COM |
| DUKE ENERGY CORP NEW | 2000 | 234420 | COM NEW |
| STRYKER CORPORATION | 665 | 233728 | COM |
| MADISON SQUARE GRDN SPRT COR | 900 | 232785 | CL A |
| DANAHER CORPORATION | 1000 | 228920 | COM |
| EXELON CORP | 5246 | 228673 | COM |
| BRISTOL-MYERS SQUIBB CO | 4182 | 225582 | COM |
| MARSH & MCLENNAN COS INC | 1174 | 217800 | COM |
| TPG INC | 3400 | 217056 | COM CL A |
| FIRST CTZNS BANCSHARES INC D | 100 | 214618 | CL A |
| CONSTRUCTION PARTNERS INC | 1968 | 213626 | COM CL A |
| US BANCORP DEL | 4000 | 213440 | COM NEW |
| UNIVERSAL HLTH SVCS INC | 953 | 207773 | CL B |
| ZIONS BANCORPORATION N A | 3500 | 204890 | COM |
| BLACKROCK ETF TRUST | 3356 | 204078 | ISHARES US EQUIT |
| EVERGY INC | 2800 | 202972 | COM |
| ACADIA PHARMACEUTICALS INC | 7592 | 202782 | COM |
| DELL TECHNOLOGIES INC | 1590 | 200149 | CL C |
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