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WESTOVER CAPITAL ADVISORS, LLC
WESTOVER CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30
WESTOVER CAPITAL ADVISORS, LLC runs WESTOVER CAPITAL ADVISORS, LLC and currently holds 240 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $601.93M. Their top holdings are AAPL, GOOGL, NVDA, AVGO, AMZN. The top five represent 21.5% of reported portfolio weight. WESTOVER CAPITAL ADVISORS, LLC ranks #457 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WESTOVER CAPITAL ADVISORS, LLC initiated 3 new positions. They added to 34 existing positions. They trimmed 51 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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240 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 5.51% | $50.21 | $309.35 | +516.11% | Added +1.09% |
 GOOGL ALPHABET INC | 5.02% | $62.60 | $344.82 | +450.83% | Trimmed -0.08% |
 NVDA NVIDIA CORPORATION | 4.89% | $46.06 | $214.76 | +366.26% | Added +0.36% |
 AVGO BROADCOM INC | 3.13% | $37.18 | $368.45 | +890.99% | Trimmed -0.32% |
 AMZN AMAZON COM INC | 2.99% | $105.89 | $258.63 | +144.24% | Added +2.24% |
 GLD SPDR GOLD TR | 2.71% | $160.71 | $423.45 | +163.49% | Trimmed -2.58% |
 FNDF SCHWAB STRATEGIC TR | 2.50% | $37.34 | $55.85 | +49.56% | Added +0.39% |
 MSFT MICROSOFT CORP | 2.48% | $236.96 | $483.24 | +103.93% | Trimmed -0.11% |
 PANW PALO ALTO NETWORKS INC | 2.31% | $162.92 | $358.04 | +119.76% | Trimmed -5.25% |
 JPM JPMORGAN CHASE & CO | 2.21% | $119.77 | $351.64 | +193.59% | Trimmed -3.92% |
Showing 1-10 of 240