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Home > Institutional Investor > Westover Capital Advisors, Llc > Profile

Instuitional Investor - Westover Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Westover Capital Advisors, Llc
Portfolio Value $307,258,555
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 113,325 $21,818,461 7.1%
2.
Microsoft Corp
 MSFT 37,132 $13,963,118 4.54%
3.
Alphabet Inc.
 GOOG 92,493 $12,920,342 4.2%
4.
Spdr Gold Trust
 GLD 58,140 $11,114,690 3.61%
5.
Broadcom Inc.
 AVGO 83,970 $9,372,594 3.05%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)