HoldingsChannel.com
Westover Capital Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Westover Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Westover Capital Advisors LLC. In the Westover Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Westover Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Westover Capital Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
APPLE INC 126,940 -461 $17,543
     AAPL126,940-461$17,543
SPDR BLOOMBERG INVESTMENT GR (FLRN) 403,376 +45,791 $12,222
     FLRN403,376+45,791$12,222
SPDR GOLD SHARES (GLD) 62,417 -15,334 $9,654
     GLD62,417-15,334$9,654
ALPHABET INC CL A 90,743 +86,277 $8,680
     GOOGL90,743+86,277$8,680
FIRST TRUST LOW DURATION OPP (LMBS) 167,441 +14,202 $7,928
     LMBS167,441+14,202$7,928
MICROSOFT CORP 33,381 +867 $7,774
     MSFT33,381+867$7,774
INVESCO VARIABLE RATE PREFER 352,555 +17,413 $7,721
     VRP352,555+17,413$7,721
AMAZON.COM INC 62,560 -711 $7,069
     AMZN62,560-711$7,069
THERMO FISHER SCIENTIFIC INC 11,030 -100 $5,594
     TMO11,030-100$5,594
VANGUARD SHORT TERM TIPS (VTIP) 96,871 -521 $4,660
     VTIP96,871-521$4,660
COSTCO WHOLESALE CORP 9,805 -678 $4,631
     COST9,805-678$4,631
EOG RESOURCES INC 38,682 -67 $4,322
     EOG38,682-67$4,322
BROADCOM INC 9,680 +263 $4,298
     AVGO9,680+263$4,298
UNITED PARCEL SERVICE CL B 25,311 -679 $4,089
     UPS25,311-679$4,089
SPDR PORTFOLIO TIPS ETF (SPIP) 159,603 +966 $4,048
     SPIP159,603+966$4,048
CVS HEALTH CORP 42,379 +1,702 $4,042
     CVS42,379+1,702$4,042
PIONEER NATURAL RESOURCES CO 18,627 +11,916 $4,033
     PXD18,627+11,916$4,033
UNITEDHEALTH GROUP INC 7,609 -14 $3,843
     UNH7,609-14$3,843
TRUIST FINANCIAL CORP 87,262 -2,022 $3,799
     TFC87,262-2,022$3,799
SPDR PORT SHRT TRM CORP BND (SPSB) 123,271 -9,604 $3,602
     SPSB123,271-9,604$3,602
DOLLAR GENERAL CORP 15,004 -420 $3,599
     DG15,004-420$3,599
NEXTERA ENERGY INC 44,625 -2,054 $3,499
     NEE44,625-2,054$3,499
ULTA BEAUTY INC 8,590 +8,590 $3,446
     ULTA8,590+8,590$3,446
JPMORGAN CHASE & CO 32,536 -86 $3,400
     JPM32,536-86$3,400
MERCK & CO. INC. 38,871 +2,389 $3,348
     MRK38,871+2,389$3,348
ICON PLC 17,802 -592 $3,272
     ICLR17,802-592$3,272
INVESCO DB US DOLLAR INDEX B (UUP) 106,315 +106,315 $3,205
     UUP106,315+106,315$3,205
INVESCO OPTIMUM YIELD DIVERS 179,797 -148 $2,909
     PDBC179,797-148$2,909
INTL BUSINESS MACHINES CORP 24,146 -97 $2,869
     IBM24,146-97$2,869
EASTGROUP PROPERTIES INC 19,083 -990 $2,754
     EGP19,083-990$2,754
BLACKSTONE INC 31,845 +488 $2,665
     BX31,845+488$2,665
GENERAL DYNAMICS CORP 11,771 -329 $2,497
     GD11,771-329$2,497
CORTEVA INC 42,197 +2,856 $2,412
     CTVA42,197+2,856$2,412
SPDR PORT INT CORP BOND ETF (SPIB) 76,803 -41,898 $2,405
     SPIB76,803-41,898$2,405
VANGUARD TAX EXEMPT BOND ETF (VTEB) 49,423 +3,870 $2,379
     VTEB49,423+3,870$2,379
NETFLIX INC 9,732 +6,822 $2,291
     NFLX9,732+6,822$2,291
MARRIOTT INTERNATIONAL CL A 15,685 +7,615 $2,198
     MAR15,685+7,615$2,198
NASDAQ INC 37,874 +25,115 $2,147
     NDAQ37,874+25,115$2,147
MCDONALD S CORP 8,633 -134 $1,992
     MCD8,633-134$1,992
GOLDMAN SACHS GROUP INC 6,667 -17 $1,954
     GS6,667-17$1,954
ADOBE INC 7,030 +1,731 $1,935
     ADBE7,030+1,731$1,935
WALT DISNEY CO THE 20,251 -477 $1,910
     DIS20,251-477$1,910
AMERICAN TOWER CORP 8,821 +1,120 $1,894
     AMT8,821+1,120$1,894
AMERISOURCEBERGEN CORP 13,977 -132 $1,892
     ABC13,977-132$1,892
SERVICENOW INC 4,869 -58 $1,838
     NOW4,869-58$1,838
JACOBS SOLUTIONS INC 16,734 -849 $1,816
     J16,734-849$1,816
HOME DEPOT INC 6,556 -322 $1,809
     HD6,556-322$1,809
SUNCOR ENERGY INC 62,445 -66,654 $1,758
     SU62,445-66,654$1,758
WASTE CONNECTIONS INC 12,511 -402 $1,691
     WCN12,511-402$1,691
PEPSICO INC 10,084 -358 $1,646
     PEP10,084-358$1,646

See Full List: All Stocks Held By Westover Capital Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Westover Capital Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $261,624
At 06/30/2022: $271,144

Westover Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Westover Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings

Westover Capital Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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