$117 Million is the total value of Westover Capital Advisors, LLC's 85 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANTM | New | ANTHEM INC | $660,000 | – | 5,252 | +100.0% | 0.56% | – |
| CVS | New | CVS HEALTH CORP | $621,000 | – | 6,447 | +100.0% | 0.53% | – |
| PNM | New | PNM RESOURCES INC | $331,000 | – | 11,161 | +100.0% | 0.28% | – |
| TSN | New | TYSON FOODS INC-CL Acl a | $232,000 | – | 5,782 | +100.0% | 0.20% | – |
| LQD | New | ISHARES IBOXX INVESTMENT GRAetf | $216,000 | – | 1,806 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 8.3% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.3% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 3.0% |
| FEDEX CORP | 42 | Q3 2023 | 2.8% |
| CENCORA INC | 42 | Q3 2023 | 2.9% |
| WAL-MART STORES INC | 42 | Q3 2023 | 2.3% |
| ABBVIE INC | 42 | Q3 2023 | 2.2% |
| TRACTOR SUPPLY COMPANY | 42 | Q3 2023 | 2.2% |
| ICON PLC | 40 | Q3 2023 | 4.7% |
| PEPSICO INC | 39 | Q3 2023 | 1.3% |
View Westover Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-22 |
| 13F-HR | 2023-05-18 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View Westover Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.