0001398344-19-014175.txt : 20190813
0001398344-19-014175.hdr.sgml : 20190813
20190813144215
ACCESSION NUMBER: 0001398344-19-014175
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190813
DATE AS OF CHANGE: 20190813
EFFECTIVENESS DATE: 20190813
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: 191019933
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
06-30-2019
06-30-2019
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
08-13-2019
0
136
202589
INFORMATION TABLE
2
fp0044175_13fhr-table.xml
13F INFORMATION TABLE
SPDR SERIES TRUST
PORTFOLIO SH TSR
78468R101
7719
257299
SH
SOLE
0
0
257299
APPLE INC
COM
037833100
7585
38325
SH
SOLE
0
0
38325
SPDR SERIES TRUST
BLOMBERG BRC INV
78468R200
6405
208435
SH
SOLE
0
0
208435
THERMO FISHER SCIENTIFIC INC
COM
883556102
6399
21790
SH
SOLE
0
0
21790
DISNEY WALT CO
COM DISNEY
254687106
5630
40320
SH
SOLE
0
0
40320
ISHARES TR
MIN VOL EAFE ETF
46429B689
5563
76589
SH
SOLE
0
0
76589
ALPHABET INC
CAP STK CL A
02079K305
5339
4931
SH
SOLE
0
0
4931
SPDR SERIES TRUST
PORTFOLIO INTRMD
78464A375
5330
152594
SH
SOLE
0
0
152594
ICON PLC
SHS
G4705A100
5062
32876
SH
SOLE
0
0
32876
JPMORGAN CHASE & CO
COM
46625H100
5035
45040
SH
SOLE
0
0
45040
AMAZON COM INC
COM
023135106
4658
2460
SH
SOLE
0
0
2460
SPDR SERIES TRUST
PORTFOLIO LN TSR
78464A664
4403
115374
SH
SOLE
0
0
115374
GOLDMAN SACHS GROUP INC
COM
38141G104
4393
21470
SH
SOLE
0
0
21470
DOLLAR GEN CORP NEW
COM
256677105
4033
29841
SH
SOLE
0
0
29841
CISCO SYS INC
COM
17275R102
3821
69823
SH
SOLE
0
0
69823
BROADCOM INC
COM
11135F101
3739
12989
SH
SOLE
0
0
12989
ISHARES INC
MIN VOL EMRG MKT
464286533
3672
62383
SH
SOLE
0
0
62383
COMCAST CORP NEW
CL A
20030N101
3658
86517
SH
SOLE
0
0
86517
UNITEDHEALTH GROUP INC
COM
91324P102
3504
14360
SH
SOLE
0
0
14360
BB&T CORP
COM
054937107
3446
70136
SH
SOLE
0
0
70136
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
3362
51668
SH
SOLE
0
0
51668
EXELON CORP
COM
30161N101
3258
67961
SH
SOLE
0
0
67961
SERVICENOW INC
COM
81762P102
3120
11362
SH
SOLE
0
0
11362
GENERAL MTRS CO
COM
37045V100
2894
75099
SH
SOLE
0
0
75099
BOEING CO
COM
097023105
2882
7917
SH
SOLE
0
0
7917
VANECK VECTORS ETF TR
JP MORGAN MKTS
92189H300
2876
82887
SH
SOLE
0
0
82887
FIVE9 INC
COM
338307101
2840
55362
SH
SOLE
0
0
55362
HOME DEPOT INC
COM
437076102
2783
13382
SH
SOLE
0
0
13382
SPDR SERIES TRUST
BLOMBRG BRC TIPS
78464A656
2694
47607
SH
SOLE
0
0
47607
AMERICAN EXPRESS CO
COM
025816109
2572
20840
SH
SOLE
0
0
20840
WALMART INC
COM
931142103
2570
23258
SH
SOLE
0
0
23258
PEPSICO INC
COM
713448108
2516
19188
SH
SOLE
0
0
19188
MCDONALDS CORP
COM
580135101
2356
11347
SH
SOLE
0
0
11347
AMERICAN TOWER CORP NEW
COM
03027X100
2303
11266
SH
SOLE
0
0
11266
ABBVIE INC
COM
00287Y109
2186
30062
SH
SOLE
0
0
30062
CUMMINS INC
COM
231021106
2149
12542
SH
SOLE
0
0
12542
MARATHON PETE CORP
COM
56585A102
1962
35118
SH
SOLE
0
0
35118
BP PLC
SPONSORED ADR
055622104
1942
46582
SH
SOLE
0
0
46582
AIR PRODS & CHEMS INC
COM
009158106
1899
8387
SH
SOLE
0
0
8387
PALO ALTO NETWORKS INC
COM
697435105
1789
8779
SH
SOLE
0
0
8779
EASTGROUP PPTY INC
COM
277276101
1743
15032
SH
SOLE
0
0
15032
WASTE CONNECTIONS INC
COM
94106B101
1708
17865
SH
SOLE
0
0
17865
ISHARES INC
CORE MSCI EMKT
46434G103
1577
30658
SH
SOLE
0
0
30658
DELTA AIR LINES INC DEL
COM NEW
247361702
1401
24687
SH
SOLE
0
0
24687
PAYCOM SOFTWARE INC
COM
70432V102
1282
5656
SH
SOLE
0
0
5656
SPDR SERIES TRUST
PORTFOLIO LR ETF
78464A854
1264
36600
SH
SOLE
0
0
36600
MEDPACE HLDGS INC
COM
58506Q109
1203
18393
SH
SOLE
0
0
18393
CDW CORP
COM
12514G108
1181
10641
SH
SOLE
0
0
10641
MICROCHIP TECHNOLOGY INC
COM
595017104
1136
13097
SH
SOLE
0
0
13097
HERSHEY CO
COM
427866108
1076
8029
SH
SOLE
0
0
8029
SHERWIN WILLIAMS CO
COM
824348106
1071
2338
SH
SOLE
0
0
2338
MICROSOFT CORP
COM
594918104
1015
7580
SH
SOLE
0
0
7580
LOCKHEED MARTIN CORP
COM
539830109
1007
2770
SH
SOLE
0
0
2770
MONOLITHIC PWR SYS INC
COM
609839105
931
6855
SH
SOLE
0
0
6855
SOUTHWEST AIRLS CO
COM
844741108
918
18080
SH
SOLE
0
0
18080
ISHARES TR
NATIONAL MUN ETF
464288414
915
8094
SH
SOLE
0
0
8094
VISA INC
COM CL A
92826C839
899
5182
SH
SOLE
0
0
5182
CABOT OIL & GAS CORP
COM
127097103
895
38964
SH
SOLE
0
0
38964
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
893
18243
SH
SOLE
0
0
18243
SPDR SERIES TRUST
NUVEEN BRC MUNIC
78468R721
858
17105
SH
SOLE
0
0
17105
WASTE MGMT INC DEL
COM
94106L109
848
7352
SH
SOLE
0
0
7352
HEALTHEQUITY INC
COM
42226A107
828
12656
SH
SOLE
0
0
12656
FEDEX CORP
COM
31428X106
795
4844
SH
SOLE
0
0
4844
GENERAL ELECTRIC CO
COM
369604103
775
73849
SH
SOLE
0
0
73849
SALESFORCE COM INC
COM
79466L302
704
4639
SH
SOLE
0
0
4639
INTEL CORP
COM
458140100
694
14492
SH
SOLE
0
0
14492
AMERISOURCEBERGEN CORP
COM
03073E105
671
7874
SH
SOLE
0
0
7874
NVIDIA CORP
COM
67066G104
654
3982
SH
SOLE
0
0
3982
DBX ETF TR
XTRACK MSCI EAFE
233051200
644
20377
SH
SOLE
0
0
20377
ABBOTT LABS
COM
002824100
627
7457
SH
SOLE
0
0
7457
PINNACLE WEST CAP CORP
COM
723484101
621
6600
SH
SOLE
0
0
6600
TRACTOR SUPPLY CO
COM
892356106
602
5533
SH
SOLE
0
0
5533
EPAM SYS INC
COM
29414B104
595
3438
SH
SOLE
0
0
3438
JOHNSON & JOHNSON
COM
478160104
567
4073
SH
SOLE
0
0
4073
CANADIAN NATL RY CO
COM
136375102
567
6133
SH
SOLE
0
0
6133
PRUDENTIAL FINL INC
COM
744320102
555
5491
SH
SOLE
0
0
5491
CACI INTL INC
CL A
127190304
550
2689
SH
SOLE
0
0
2689
PROCTER AND GAMBLE CO
COM
742718109
550
5014
SH
SOLE
0
0
5014
CVS HEALTH CORP
COM
126650100
514
9439
SH
SOLE
0
0
9439
PROLOGIS INC
COM
74340W103
487
6084
SH
SOLE
0
0
6084
FACEBOOK INC
CL A
30303M102
453
2345
SH
SOLE
0
0
2345
COSTCO WHSL CORP NEW
COM
22160K105
449
1700
SH
SOLE
0
0
1700
BOSTON SCIENTIFIC CORP
COM
101137107
445
10349
SH
SOLE
0
0
10349
ULTA BEAUTY INC
COM
90384S303
438
1262
SH
SOLE
0
0
1262
MPLX LP
COM UNIT REP LTD
55336V100
437
13566
SH
SOLE
0
0
13566
NASDAQ INC
COM
631103108
428
4447
SH
SOLE
0
0
4447
ADOBE INC
COM
00724F101
425
1444
SH
SOLE
0
0
1444
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
414
3242
SH
SOLE
0
0
3242
QORVO INC
COM
74736K101
409
6142
SH
SOLE
0
0
6142
CSX CORP
COM
126408103
391
5048
SH
SOLE
0
0
5048
CITIGROUP INC
COM NEW
172967424
382
5461
SH
SOLE
0
0
5461
TWITTER INC
COM
90184L102
376
10762
SH
SOLE
0
0
10762
VOYA FINL INC
COM
929089100
371
6710
SH
SOLE
0
0
6710
PHILIP MORRIS INTL INC
COM
718172109
362
4607
SH
SOLE
0
0
4607
MORGAN STANLEY
COM NEW
617446448
350
8000
SH
SOLE
0
0
8000
AT&T INC
COM
00206R102
350
10450
SH
SOLE
0
0
10450
V F CORP
COM
918204108
326
3737
SH
SOLE
0
0
3737
CHEVRON CORP NEW
COM
166764100
319
2566
SH
SOLE
0
0
2566
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
317
2115
SH
SOLE
0
0
2115
KEMPER CORP DEL
COM
488401100
303
3514
SH
SOLE
0
0
3514
NETFLIX INC
COM
64110L106
296
807
SH
SOLE
0
0
807
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
295
1383
SH
SOLE
0
0
1383
VEEVA SYS INC
CL A COM
922475108
292
1800
SH
SOLE
0
0
1800
D R HORTON INC
COM
23331A109
291
6743
SH
SOLE
0
0
6743
COLGATE PALMOLIVE CO
COM
194162103
283
3953
SH
SOLE
0
0
3953
ENTERPRISE PRODS PARTNERS L
COM
293792107
278
9620
SH
SOLE
0
0
9620
PAYLOCITY HLDG CORP
COM
70438V106
274
2918
SH
SOLE
0
0
2918
BRISTOL MYERS SQUIBB CO
COM
110122108
270
5953
SH
SOLE
0
0
5953
APPLIED MATLS INC
COM
038222105
269
6000
SH
SOLE
0
0
6000
FIRSTENERGY CORP
COM
337932107
266
6213
SH
SOLE
0
0
6213
FIVE BELOW INC
COM
33829M101
258
2147
SH
SOLE
0
0
2147
PULTE GROUP INC
COM
745867101
252
7981
SH
SOLE
0
0
7981
BLUCORA INC
COM
095229100
252
8298
SH
SOLE
0
0
8298
HOLLYFRONTIER CORP
COM
436106108
252
5445
SH
SOLE
0
0
5445
INTERNATIONAL BUSINESS MACHS
COM
459200101
252
1825
SH
SOLE
0
0
1825
WSFS FINL CORP
COM
929328102
248
6000
SH
SOLE
0
0
6000
DARDEN RESTAURANTS INC
COM
237194105
239
1960
SH
SOLE
0
0
1960
PUBLIC STORAGE
COM
74460D109
238
1000
SH
SOLE
0
0
1000
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
238
5500
SH
SOLE
0
0
5500
EXXON MOBIL CORP
COM
30231G102
237
3089
SH
SOLE
0
0
3089
CHURCHILL DOWNS INC
COM
171484108
236
2055
SH
SOLE
0
0
2055
KLA-TENCOR CORP
COM
482480100
236
2000
SH
SOLE
0
0
2000
PFIZER INC
COM
717081103
236
5457
SH
SOLE
0
0
5457
SMUCKER J M CO
COM NEW
832696405
230
2000
SH
SOLE
0
0
2000
EXELIXIS INC
COM
30161Q104
229
10720
SH
SOLE
0
0
10720
ISHARES TR
PFD AND INCM SEC
464288687
221
6000
SH
SOLE
0
0
6000
3M CO
COM
88579Y101
217
1250
SH
SOLE
0
0
1250
UNITED PARCEL SERVICE INC
CL B
911312106
212
2054
SH
SOLE
0
0
2054
US BANCORP DEL
COM NEW
902973304
210
4000
SH
SOLE
0
0
4000
PRIMERICA INC
COM
74164M108
207
1728
SH
SOLE
0
0
1728
INVESCO EXCHNG TRADED FD TR
S&P SMLCP LOW
46138G102
206
4284
SH
SOLE
0
0
4284
METLIFE INC
COM
59156R108
204
4111
SH
SOLE
0
0
4111
MALIBU BOATS INC
COM CL A
56117J100
204
5247
SH
SOLE
0
0
5247
EMERSON ELEC CO
COM
291011104
200
3000
SH
SOLE
0
0
3000
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
165
11700
SH
SOLE
0
0
11700
KEYCORP NEW
COM
493267108
178
10000
SH
SOLE
0
0
10000