WESTOVER CAPITAL ADVISORS, LLC

PrivateCIK: 1483467
Location

WILMINGTON, DE

235
Positions
$543.41M
Total AUM (reported)
5.34M
Total Shares

Allocation by class

TOTAL AUM$543.41M235 positions
COM$323.35M59.5%
CAP STK CL A$24.35M4.5%
GOLD SHS$19.58M3.6%
FUNDAMENTAL INTL$13.91M2.6%
SHT TM US TRES$12.22M2.2%
MBS ETF$11.36M2.1%
USD INV GRDE ETF$11.27M2.1%

Portfolio Concentration

Top 314.5%4–1019.1%11–2523.5%Rest42.9%TOP 1033.6%0%100%
Top 3$78.67M14.5%
4–10$103.91M19.1%
11–25$127.92M23.5%
Rest$232.91M42.9%

Top 3 weight

14.5%

Top 10 weight

33.6%

Voting Authority Distribution

Total shares with voting rights: 5.34M

Sole

Full voting authority

5.34M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole235
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings235
Rows:

APPLE INC

SOLE
COM
Shares113.40K
TypeSH
Market value$28.78M
5.30%
Sole
113.40K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares146.43K
TypeSH
Market value$25.54M
4.70%
Sole
146.43K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares84.68K
TypeSH
Market value$24.35M
4.48%
Sole
84.68K
Shared
0.00
None
0.00

SPDR GOLD TR

SOLE
GOLD SHS
Shares45.51K
TypeSH
Market value$19.58M
3.60%
Sole
45.51K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares50.11K
TypeSH
Market value$15.51M
2.85%
Sole
50.11K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares73.85K
TypeSH
Market value$15.38M
2.83%
Sole
73.85K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares40.14K
TypeSH
Market value$14.86M
2.73%
Sole
40.14K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL INTL
Shares284.23K
TypeSH
Market value$13.91M
2.56%
Sole
284.23K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares42.32K
TypeSH
Market value$12.45M
2.29%
Sole
42.32K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
SHT TM US TRES
Shares503.56K
TypeSH
Market value$12.22M
2.25%
Sole
503.56K
Shared
0.00
None
0.00

ISHARES TR

SOLE
MBS ETF
Shares119.67K
TypeSH
Market value$11.36M
2.09%
Sole
119.67K
Shared
0.00
None
0.00

ISHARES TR

SOLE
USD INV GRDE ETF
Shares220.08K
TypeSH
Market value$11.27M
2.07%
Sole
220.08K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares403.65K
TypeSH
Market value$10.74M
1.98%
Sole
403.65K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares12.17K
TypeSH
Market value$10.30M
1.89%
Sole
12.17K
Shared
0.00
None
0.00

CELESTICA INC

SOLE
COM
Shares35.30K
TypeSH
Market value$9.94M
1.83%
Sole
35.30K
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares182.98K
TypeSH
Market value$9.22M
1.70%
Sole
182.98K
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
VAR RATE PFD
Shares382.85K
TypeSH
Market value$9.18M
1.69%
Sole
382.85K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares93.34K
TypeSH
Market value$8.98M
1.65%
Sole
93.34K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares22.43K
TypeSH
Market value$7.58M
1.40%
Sole
22.43K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares7.16K
TypeSH
Market value$7.13M
1.31%
Sole
7.16K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares75.79K
TypeSH
Market value$6.96M
1.28%
Sole
75.79K
Shared
0.00
None
0.00

PALO ALTO NETWORKS INC

SOLE
COM
Shares43.12K
TypeSH
Market value$6.91M
1.27%
Sole
43.12K
Shared
0.00
None
0.00

WALMART INC

SOLE
COM
Shares49.35K
TypeSH
Market value$6.13M
1.13%
Sole
49.35K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL EMER
Shares159.69K
TypeSH
Market value$6.11M
1.12%
Sole
159.69K
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares40.63K
TypeSH
Market value$6.11M
1.12%
Sole
40.63K
Shared
0.00
None
0.00
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