Westover Capital Advisors, LLC
CIK: 0001483467SEC EDGAR →
Portfolio Value
$441K
Holdings
230
As of
Q4 2025
New Positions
16
Closed Positions
23
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 110,385 | $30K | 6.80% |
| 2 | NVIDIA CORPORATION | 148,039 | $27K | 6.12% |
| 3 | ALPHABET INC | 83,844 | $26K | 5.90% |
| 4 | MICROSOFT CORP | 39,618 | $19K | 4.31% |
| 5 | SPDR GOLD TR | 48,323 | $19K | 4.31% |
| 6 | BROADCOM INC | 54,879 | $18K | 4.08% |
| 7 | AMAZON COM INC | 71,786 | $16K | 3.63% |
| 8 | JPMORGAN CHASE & CO. | 43,153 | $13K | 2.95% |
| 9 | SCHWAB STRATEGIC TR | 279,246 | $12K | 2.72% |
| 10 | SCHWAB STRATEGIC TR | 488,649 | $11K | 2.49% |
Quarterly Changes
New Positions (22)
$2K · 17K shares
$1K · 32K shares
$1K · 50K shares
$1K · 62K shares
$0 · 4K shares
$0 · 4K shares
$0 · 5K shares
$0 · 6K shares
$0 · 15K shares
$0 · 19K shares
$0 · 4K shares
$0 · 11K shares
$0 · 953 shares
$0 · 2K shares
$0 · 7K shares
$0 · 3K shares
$0 · 9K shares
$0 · 8K shares
$0 · 1K shares
$0 · 5K shares
$0 · 6K shares
$0 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 68 | $134K | 30.4% |
| Technology | 32 | $131K | 29.7% |
| Communication Services | 7 | $41K | 9.3% |
| Consumer Cyclical | 24 | $30K | 6.8% |
| Unknown | 10 | $28K | 6.3% |
| Industrials | 23 | $23K | 5.2% |
| Healthcare | 27 | $17K | 3.9% |
| Consumer Defensive | 5 | $15K | 3.4% |
| Energy | 17 | $11K | 2.5% |
| Utilities | 7 | $6K | 1.4% |
| Real Estate | 3 | $5K | 1.1% |
| Basic Materials | 7 | $0 | 0.0% |