WESTOVER CAPITAL ADVISORS, LLC Top 13F Holdings

Westover Capital Advisors is a large advisory firm with 229 clients and discretionary assets under management (AUM) of $401,243,103 (Form ADV from 2024-03-21). Their last reported 13F …

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$401243103
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WESTOVER CAPITAL ADVISORS, LLC Top 13F Holdings

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Westover Capital Advisors is a large advisory firm with 229 clients and discretionary assets under management (AUM) of $401,243,103 (Form ADV from 2024-03-21). Their last reported 13F …

whalewisdom.com

$388
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Westover Capital Advisors 13F Annual Report (2024) | Wallmine

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$388 billion Assets Under Management (AUM) As of 1st August 2024, Westover Capital Advisors’s top holding is 108,497 shares of Apple Inc currently worth over $22.9 billion and …

wallmine.com

$520
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Westover Capital Advisors, LLC Q3 2024 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC reported 243 holdings with total value $520 M as of Q3 2024. Top holdings included AAPL, PFF, USIG, MBB, and SPTL. Westover Capital Advisors, LLC ...

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$307
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$307Million Westover Capital Advisors, LLC Q4 2023 13F Holdings …

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Westover Capital Advisors, LLC reported 171 stock holdings with total value $307M as of Q4 2023. Top holdings included AAPL, MSFT, GOOGL, GLD, and AVGO. Open main menu. …

portfoliosavvy.com

$270
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Westover Capital Advisors, LLC Q1 2023 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC reported 157 holdings with total value $270 M as of Q1 2023. Top holdings included AAPL, GLD, MSFT, GOOGL, and USIG. Westover Capital Advisors, LLC ...

13f.info

$355
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Westover Capital Advisors LLC | AUM 13F

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Westover Capital Advisors LLC CRD # 126520: SEC # 801-64380: CIK # 0001483467: AUM: $355.7 MM (2023-03-20) Employees

aum13f.com

$341.68
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Westover Capital Advisors AUM, Funds & Holdings Data

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Westover Capital Advisors is an investment advisor in Wilmington with $341.68 mm assets under management. Company profile. Website. ... 13F-HR. Quarterly holdings report by institutional …

capedge.com

$342
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Westover Capital Advisors, LLC Q1 2024 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC reported 183 holdings with total value $342 M as of Q1 2024. Top holdings included AAPL, MSFT, GOOGL, GLD, and AMZN. Westover Capital Advisors, LLC ...

13f.info

$100
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Chip Sawyer - Westover Capital Advisors LLC - Form 13F Portfolio ...

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List of top 750 securities held by Westover Capital Advisors LLC: Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis …

secform4.com

4%
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Mill Creek Capital Advisors LLC Sells 21,346 Shares Of SLM

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1 day ago · Mill Creek Capital Advisors LLC lessened its holdings in shares of SLM Co. (NASDAQ:SLM - Free Report) by 29.4% in the third quarter, according to the company in its …

marketbeat.com

$388
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Westover Capital Advisors, LLC Q2 2024 13F Top Portfolio Holdings

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Aug 8, 2024 · Westover Capital Advisors, LLC reported 213 holdings with total value $388 M as of Q2 2024. Top holdings included AAPL, GOOGL, MSFT, NVDA, and GLD. Westover Capital …

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8%
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Aptus Capital Advisors LLC Has $7.18 Million Stock Holdings In …

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5 days ago · Aptus Capital Advisors LLC boosted its holdings in shares of Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 19.8% in the third quarter, according to the company in its most …

marketbeat.com

$291
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Westover Capital Advisors, LLC Q1 2021 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC reported 165 holdings with total value $291 M as of Q1 2021. Top holdings included AAPL, GOOGL, AMZN, PFF, and FLRN. Westover Capital Advisors, LLC ...

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2%
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Analog Devices, Inc. (NASDAQ:ADI) Stock Holdings Lifted By Aptus ...

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6 days ago · Aptus Capital Advisors LLC raised its position in shares of Analog Devices, Inc. (NASDAQ:ADI - Free Report) by 21.2% in the third quarter, according to its most recent 13F …

marketbeat.com

1%
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Aptus Capital Advisors LLC Increases Holdings In QUALCOMM

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4 days ago · Aptus Capital Advisors LLC increased its stake in QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 33.1% in the third quarter, according to the company in its …

marketbeat.com

$000
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Westover Capital Advisors, LLC Q3 2020 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC top investments as of Q3 2020 based on public SEC filings. ... Q3 2020 13F Holdings Location Wilmington, DE Holdings as of 9/30/2020 Value ($000) $243,659 …

13f.info

$185
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Westover Capital Advisors, LLC Q1 2020 13F Top Portfolio Holdings

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Westover Capital Advisors, LLC reported 112 holdings with total value $185 M as of Q1 2020. Top holdings included AAPL, SPTS, SPIB, FLRN, and AMZN. Westover Capital Advisors, LLC ...

13f.info

FAQs about WESTOVER CAPITAL ADVISORS, LLC Top 13F Holdings Coupon?

What is Westover capital?

At Westover Capital, we strive to employ a rigorous and diversified equity and bond investment strategy that is truly unique for the needs of each client. Our decades of experience guide this process every step of the way. Managing your financial life requires in-depth planning and strategic action. ...

How can Westover help you manage your financial life?

Managing your financial life requires in-depth planning and strategic action. Westover serves as a trusted wealth advisor for our clients as they work to accumulate, preserve, and protect their assets. Taxes are an integral part of any financial plan and can have a significant impact on your wealth. ...

What does Westover do?

For over 20 years, we have worked to build a legacy of trust by serving our clients the same way we care for our own families. Westover is a client-centric wealth advisory firm providing investment management, wealth management, and tax services to high-net-worth individuals, their families, and foundations. ...