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| Westover Capital Advisors LLC
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|---|---|
| CRD # | 126520 |
| SEC # | 801-64380 |
| CIK # | 0000822715, 0001483467 |
| AUM | 652.9 M (2026-03-30) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 302-427-9600 |
| Address | 1013 Centre Rd, Wilmington, DE 19805 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.8 | ||
| Nvidia Corp | 25.5 | ||
| Alphabet Inc | 24.4 | ||
| SPDR Gold Trust | 19.6 | ||
| Broadcom Inc | 15.5 | ||
| Amazon Com Inc | 15.4 | ||
| Microsoft Corp | 14.9 | ||
| J P Morgan Chase & Co | 12.4 | ||
| Goldman Sachs Group Inc | 10.3 | ||
| Celestica Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 33.9 |
| (b) Individuals (high net worth individuals) | 125 | 527.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 8.5 |
| (h) Charitable organizations | 17 | 82.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 794 | 652.9 |
| By Discretionary | ||
| Discretionary | 794 | 652.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 794 | 652.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 652.9 | |
| Total | 794 | 652.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001483467] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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