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WESTOVER CAPITAL ADVISORS, LLC 13F portfolio summary

WESTOVER CAPITAL ADVISORS, LLC of WESTOVER CAPITAL ADVISORS, LLC has 235 current stock holdings with a reported portfolio value of $543.4M. The portfolio 1 year return is +21.67%. Top holdings include PAA (0.00%), BTSG (0.00%), VRP (0.00%), AAPL (5.40%), NVDA (4.79%).

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WESTOVER CAPITAL ADVISORS, LLC

WESTOVER CAPITAL ADVISORS, LLC
Latest filing: 2026-03-31

WESTOVER CAPITAL ADVISORS, LLC runs WESTOVER CAPITAL ADVISORS, LLC and currently holds 235 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $543.41M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. WESTOVER CAPITAL ADVISORS, LLC ranks #597 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, WESTOVER CAPITAL ADVISORS, LLC's portfolio at WESTOVER CAPITAL ADVISORS, LLC has delivered returns of +21.67%. Their 3-year annualized return is +64.00%. Looking at the 5-year horizon, WESTOVER CAPITAL ADVISORS, LLC has achieved +68.08% annualized returns at WESTOVER CAPITAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.67%
#589/1000
3 Year
+64.00%
#579/1000
5 Year
+68.08%
#556/1000

Portfolio Value

$543.41M

Alpha Score

50.7

#597 of 1000

Holdings

235

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change