0001398344-19-008967.txt : 20190515
0001398344-19-008967.hdr.sgml : 20190515
20190515154332
ACCESSION NUMBER: 0001398344-19-008967
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Westover Capital Advisors, LLC
CENTRAL INDEX KEY: 0001483467
IRS NUMBER: 510394662
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13685
FILM NUMBER: 19827680
BUSINESS ADDRESS:
STREET 1: 1013 CENTRE RD.
STREET 2: SUITE 405
CITY: WILMINGTON
STATE: DE
ZIP: 19805
BUSINESS PHONE: 302-427-9600
MAIL ADDRESS:
STREET 1: 1013 CENTRE RD.
STREET 2: SUITE 405
CITY: WILMINGTON
STATE: DE
ZIP: 19805
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001483467
XXXXXXXX
03-31-2019
03-31-2019
false
Westover Capital Advisors, LLC
1013 CENTRE RD.
SUITE 405
WILMINGTON
DE
19805
13F HOLDINGS REPORT
028-13685
N
Matt Beardwood
Director of Wealth Management & CCO
302-427-9600
/s/ Matt Beardwood
Wilmington
DE
05-15-2019
0
133
192520
INFORMATION TABLE
2
fp0042353_13fhr-table.xml
13F INFORMATION TABLE
ISHARES TR
FLTG RATE NT ETF
46429B655
8581
168557
SH
SOLE
0
0
168557
APPLE INC
COM
037833100
7349
38687
SH
SOLE
0
0
38687
SPDR SER TR
PORTFOLIO SH TSR
78468R101
6790
228146
SH
SOLE
0
0
228146
THERMO FISHER SCIENTIFIC INC
COM
883556102
5883
21492
SH
SOLE
0
0
21492
ALPHABET INC
CAP STK CL A
02079K305
5577
4739
SH
SOLE
0
0
4739
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
5225
152906
SH
SOLE
0
0
152906
ISHARES TR
MIN VOL EAFE ETF
46429B689
4797
66630
SH
SOLE
0
0
66630
JPMORGAN CHASE & CO
COM
46625H100
4528
44728
SH
SOLE
0
0
44728
ICON PLC
SHS
G4705A100
4443
32530
SH
SOLE
0
0
32530
GOLDMAN SACHS GROUP INC
COM
38141G104
4128
21503
SH
SOLE
0
0
21503
AMAZON COM INC
COM
023135106
4060
2280
SH
SOLE
0
0
2280
SPDR SERIES TRUST
PORTFOLIO LN TSR
78464A664
3918
107667
SH
SOLE
0
0
107667
DOLLAR GEN CORP NEW
COM
256677105
3833
32125
SH
SOLE
0
0
32125
CISCO SYS INC
COM
17275R102
3711
68727
SH
SOLE
0
0
68727
UNITEDHEALTH GROUP INC
COM
91324P102
3635
14703
SH
SOLE
0
0
14703
DISNEY WALT CO
COM DISNEY
254687106
3600
32424
SH
SOLE
0
0
32424
FIVE9 INC
COM
338307101
3589
67943
SH
SOLE
0
0
67943
BROADCOM INC
COM
11135F101
3530
11738
SH
SOLE
0
0
11738
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
3320
53039
SH
SOLE
0
0
53039
FEDEX CORP
COM
31428X106
3215
17725
SH
SOLE
0
0
17725
SERVICENOW INC
COM
81762P102
3061
12419
SH
SOLE
0
0
12419
BOEING CO
COM
097023105
3018
7913
SH
SOLE
0
0
7913
MARATHON PETE CORP
COM
56585A102
2981
49804
SH
SOLE
0
0
49804
ISHARES INC
MIN VOL EMRG MKT
464286533
2883
48644
SH
SOLE
0
0
48644
GENERAL MTRS CO
COM
37045V100
2817
75925
SH
SOLE
0
0
75925
HOME DEPOT INC
COM
437076102
2767
14420
SH
SOLE
0
0
14420
VANECK VECTORS ETF TR
JP MORGAN MKTS
92189H300
2666
79903
SH
SOLE
0
0
79903
ABBVIE INC
COM
00287Y109
2556
31717
SH
SOLE
0
0
31717
SPDR SERIES TRUST
BLOMBRG BRC TIPS
78464A656
2411
43296
SH
SOLE
0
0
43296
PEPSICO INC
COM
713448108
2379
19414
SH
SOLE
0
0
19414
AMERICAN TOWER CORP NEW
COM
03027X100
2364
11997
SH
SOLE
0
0
11997
EXELON CORP
COM
30161N101
2339
46660
SH
SOLE
0
0
46660
AMERICAN EXPRESS CO
COM
025816109
2317
21199
SH
SOLE
0
0
21199
WALMART INC
COM
931142103
2299
23574
SH
SOLE
0
0
23574
BB&T CORP
COM
054937107
2281
49031
SH
SOLE
0
0
49031
MCDONALDS CORP
COM
580135101
2218
11678
SH
SOLE
0
0
11678
COMCAST CORP NEW
CL A
20030N101
2123
53105
SH
SOLE
0
0
53105
SOUTHWEST AIRLS CO
COM
844741108
2088
40226
SH
SOLE
0
0
40226
PALO ALTO NETWORKS INC
COM
697435105
1949
8026
SH
SOLE
0
0
8026
BP PLC
SPONSORED ADR
055622104
1788
40888
SH
SOLE
0
0
40888
ISHARES INC
CORE MSCI EMKT
46434G103
1721
33288
SH
SOLE
0
0
33288
CHINA MOBILE LIMITED
SPONSORED ADR
16941M109
1644
32242
SH
SOLE
0
0
32242
AIR PRODS & CHEMS INC
COM
009158106
1604
8401
SH
SOLE
0
0
8401
WASTE CONNECTIONS INC
COM
94106B101
1594
17993
SH
SOLE
0
0
17993
EASTGROUP PPTY INC
COM
277276101
1572
14084
SH
SOLE
0
0
14084
DELTA AIR LINES INC DEL
COM NEW
247361702
1290
24971
SH
SOLE
0
0
24971
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
1170
35201
SH
SOLE
0
0
35201
PAYCOM SOFTWARE INC
COM
70432V102
1145
6053
SH
SOLE
0
0
6053
MEDPACE HLDGS INC
COM
58506Q109
1140
19331
SH
SOLE
0
0
19331
CDW CORP
COM
12514G108
1118
11605
SH
SOLE
0
0
11605
MICROCHIP TECHNOLOGY INC
COM
595017104
1113
13416
SH
SOLE
0
0
13416
HERSHEY CO
COM
427866108
1035
9012
SH
SOLE
0
0
9012
HEALTHEQUITY INC
COM
42226A107
1024
13840
SH
SOLE
0
0
13840
MONOLITHIC PWR SYS INC
COM
609839105
997
7356
SH
SOLE
0
0
7356
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
924
18747
SH
SOLE
0
0
18747
INTEL CORP
COM
458140100
866
16132
SH
SOLE
0
0
16132
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
856
17649
SH
SOLE
0
0
17649
MOSAIC CO NEW
COM
61945C103
855
31317
SH
SOLE
0
0
31317
MICROSOFT CORP
COM
594918104
797
6755
SH
SOLE
0
0
6755
WASTE MGMT INC DEL
COM
94106L109
772
7426
SH
SOLE
0
0
7426
SALESFORCE COM INC
COM
79466L302
742
4686
SH
SOLE
0
0
4686
PPL CORP
COM
69351T106
730
23001
SH
SOLE
0
0
23001
NVIDIA CORP
COM
67066G104
717
3994
SH
SOLE
0
0
3994
EAST WEST BANCORP INC
COM
27579R104
702
14640
SH
SOLE
0
0
14640
ISHARES TR
NATIONAL MUN ETF
464288414
671
6039
SH
SOLE
0
0
6039
EXELIXIS INC
COM
30161Q104
633
26603
SH
SOLE
0
0
26603
AMERISOURCEBERGEN CORP
COM
03073E105
632
7948
SH
SOLE
0
0
7948
PINNACLE WEST CAP CORP
COM
723484101
632
6608
SH
SOLE
0
0
6608
EPAM SYS INC
COM
29414B104
604
3569
SH
SOLE
0
0
3569
DBX ETF TR
XTRACK MSCI EAFE
233051200
601
19248
SH
SOLE
0
0
19248
QORVO INC
COM
74736K101
580
8091
SH
SOLE
0
0
8091
JOHNSON & JOHNSON
COM
478160104
557
3981
SH
SOLE
0
0
3981
TRACTOR SUPPLY CO
COM
892356106
552
5646
SH
SOLE
0
0
5646
PROCTER AND GAMBLE CO
COM
742718109
532
5117
SH
SOLE
0
0
5117
UNITED TECHNOLOGIES CORP
COM
913017109
457
3542
SH
SOLE
0
0
3542
MPLX LP
COM UNIT REP LTD
55336V100
446
13566
SH
SOLE
0
0
13566
PROLOGIS INC
COM
74340W103
444
6165
SH
SOLE
0
0
6165
PHILIP MORRIS INTL INC
COM
718172109
420
4747
SH
SOLE
0
0
4747
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
418
4029
SH
SOLE
0
0
4029
COSTCO WHSL CORP NEW
COM
22160K105
412
1700
SH
SOLE
0
0
1700
BOSTON SCIENTIFIC CORP
COM
101137107
411
10702
SH
SOLE
0
0
10702
BECTON DICKINSON & CO
COM
075887109
405
1621
SH
SOLE
0
0
1621
ULTA BEAUTY INC
COM
90384S303
400
1148
SH
SOLE
0
0
1148
FACEBOOK INC
CL A
30303M102
398
2389
SH
SOLE
0
0
2389
NASDAQ INC
COM
631103108
389
4447
SH
SOLE
0
0
4447
DOWDUPONT INC
COM
26078J100
372
6982
SH
SOLE
0
0
6982
CVS HEALTH CORP
COM
126650100
359
6656
SH
SOLE
0
0
6656
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
357
4930
SH
SOLE
0
0
4930
TWITTER INC
COM
90184L102
354
10762
SH
SOLE
0
0
10762
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
351
2427
SH
SOLE
0
0
2427
CARNIVAL CORP
UNIT 99/99/9999
143658300
350
6904
SH
SOLE
0
0
6904
MORGAN STANLEY
COM NEW
617446448
338
8000
SH
SOLE
0
0
8000
CITIGROUP INC
COM NEW
172967424
337
5424
SH
SOLE
0
0
5424
V F CORP
COM
918204108
328
3770
SH
SOLE
0
0
3770
CHEVRON CORP NEW
COM
166764100
308
2500
SH
SOLE
0
0
2500
CUMMINS INC
COM
231021106
298
1886
SH
SOLE
0
0
1886
D R HORTON INC
COM
23331A109
297
7173
SH
SOLE
0
0
7173
VISA INC
COM CL A
92826C839
296
1893
SH
SOLE
0
0
1893
HOLLYFRONTIER CORP
COM
436106108
295
5991
SH
SOLE
0
0
5991
FIVE BELOW INC
COM
33829M101
290
2336
SH
SOLE
0
0
2336
COLGATE PALMOLIVE CO
COM
194162103
289
4217
SH
SOLE
0
0
4217
NETFLIX INC
COM
64110L106
287
804
SH
SOLE
0
0
804
ENTERPRISE PRODS PARTNERS L
COM
293792107
280
9620
SH
SOLE
0
0
9620
BLUCORA INC
COM
095229100
279
8348
SH
SOLE
0
0
8348
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
277
1379
SH
SOLE
0
0
1379
PAYLOCITY HLDG CORP
COM
70438V106
267
2991
SH
SOLE
0
0
2991
FIRSTENERGY CORP
COM
337932107
262
6292
SH
SOLE
0
0
6292
3M CO
COM
88579Y101
260
1250
SH
SOLE
0
0
1250
INTERNATIONAL BUSINESS MACHS
COM
459200101
258
1825
SH
SOLE
0
0
1825
EXXON MOBIL CORP
COM
30231G102
254
3145
SH
SOLE
0
0
3145
EMERSON ELEC CO
COM
291011104
253
3700
SH
SOLE
0
0
3700
PULTE GROUP INC
COM
745867101
246
8811
SH
SOLE
0
0
8811
ADOBE INC
COM
00724F101
242
907
SH
SOLE
0
0
907
MKS INSTRUMENT INC
COM
55306N104
241
2590
SH
SOLE
0
0
2590
KLA-TENCOR CORP
COM
482480100
239
2000
SH
SOLE
0
0
2000
APPLIED MATLS INC
COM
038222105
238
6000
SH
SOLE
0
0
6000
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
235
5500
SH
SOLE
0
0
5500
SMUCKER J M CO
COM NEW
832696405
233
2000
SH
SOLE
0
0
2000
WSFS FINL CORP
COM
929328102
232
6000
SH
SOLE
0
0
6000
PFIZER INC
COM
717081103
231
5436
SH
SOLE
0
0
5436
UNITED PARCEL SERVICE INC
CL B
911312106
230
2054
SH
SOLE
0
0
2054
VEEVA SYS INC
CL A COM
922475108
228
1800
SH
SOLE
0
0
1800
ALLEGHENY TECHNOLOGIES INC
COM
01741R102
223
8729
SH
SOLE
0
0
8729
PRIMERICA INC
COM
74164M108
222
1818
SH
SOLE
0
0
1818
PRA HEALTH SCIENCES INC
COM
69354M108
220
1993
SH
SOLE
0
0
1993
ISHARES TR
PFD AND INCM SEC
464288687
219
6000
SH
SOLE
0
0
6000
LILLY ELI & CO
COM
532457108
219
1685
SH
SOLE
0
0
1685
PUBLIC STORAGE
COM
74460D109
218
1000
SH
SOLE
0
0
1000
TYSON FOODS INC
CL A
902494103
215
3093
SH
SOLE
0
0
3093
IRON MTN INC NEW
COM
46284V101
213
6000
SH
SOLE
0
0
6000
INTL PAPER CO
COM
460146103
208
4500
SH
SOLE
0
0
4500
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
180
11700
SH
SOLE
0
0
11700
KEYCORP NEW
COM
493267108
158
10000
SH
SOLE
0
0
10000