Managers / Q1 2024 · view latest →
Westover Capital Advisors, LLC
CIK 0001483467 · 1013 CENTRE RD., SUITE 405, WILMINGTON, DE, 19805 · 302-427-9600
Reported Value
$342M
Q1 2024
Positions
183
Filings on Record
30
2019–present window
Filed
May 3, 2024
original filing
Summary
Westover Capital Advisors, Llc reported $342M in U.S.-listed holdings across 183 positions for Q1 2024.
Its largest position, AAPL, represents 5.6% of the portfolio.
Compared with Q4 2023, the fund opened 29 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $543M | 235 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $549M | 230 | Feb 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $541M | 217 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $500M | 224 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $450M | 232 | May 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $454M | 237 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $520M | 261 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $388M | 213 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $342M | 183 | May 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $307M | 171 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $276M | 173 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $288M | 172 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $270M | 157 | May 22, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $262M | 151 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $271M | 163 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $321M | 178 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $344M | 175 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $320M | 171 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $312M | 178 | Aug 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $291M | 165 | May 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $278M | 151 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $244M | 132 | Nov 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $213M | 109 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $185M | 112 | May 18, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $224M | 143 | Feb 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $212M | 135 | Nov 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $203M | 136 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $193M | 133 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $160M | 107 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.