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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Westover Capital Advisors, LLC

Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001262677-25-000002

Total Value
$450.2M
Positions
232
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (232)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL108,999$24.2M5.38%
2NVIDIA CORPORATIONNVDA150,277$16.3M3.62%
3SPDR GOLD TRGLD52,966$15.3M3.39%
4ALPHABET INCGOOG98,320$15.2M3.38%
5MICROSOFT CORPMSFT40,461$15.2M3.37%
6AMAZON COM INCAMZN69,613$13.2M2.94%
7JPMORGAN CHASE & CO.VYLD45,544$11.2M2.48%
8SCHWAB STRATEGIC TR808524862453,720$11.0M2.45%
9ISHARES TR464288620214,461$11.0M2.43%
10BROADCOM INCAVGO62,827$10.5M2.34%
11SCHWAB STRATEGIC TR808524870365,695$9.8M2.18%
12NETFLIX INCNFLX10,284$9.6M2.13%
13ISHARES TR464288687305,801$9.4M2.09%
14ISHARES TR46428858894,186$8.8M1.96%
15SCHWAB STRATEGIC TR808524755216,799$7.8M1.74%
16COSTCO WHSL CORP NEW22160K1057,731$7.3M1.62%
17GOLDMAN SACHS GROUP INCGSCE11,835$6.5M1.44%
18SPDR SER TR78464A474201,032$6.1M1.34%
19VISTRA CORPVST50,908$6.0M1.33%
20JANUS DETROIT STR TR47103U845106,105$5.4M1.20%
21THERMO FISHER SCIENTIFIC INCTMO9,511$4.7M1.05%
22CYBERARK SOFTWARE LTDM2682V10813,622$4.6M1.02%
23WELLTOWER INCWELL28,830$4.4M0.98%
24WALMART INCWMT49,810$4.4M0.97%
25VANGUARD MUN BD FDS92290774685,994$4.3M0.95%
26META PLATFORMS INCMETA7,298$4.2M0.93%
27CENCORA INCCOR14,879$4.1M0.92%
28EMCOR GROUP INCEME11,136$4.1M0.91%
29EOG RES INCEOG31,506$4.0M0.90%
30SCHWAB STRATEGIC TR808524730126,209$3.9M0.86%
31AUTOZONE INCAZO978$3.7M0.83%
32CELESTICA INCCLS45,498$3.6M0.80%
33HESS MIDSTREAM LPHESM83,772$3.5M0.79%
34T-MOBILE US INCTMUSZ13,246$3.5M0.78%
35SERVICENOW INCNOW4,338$3.5M0.77%
36ENCOMPASS HEALTH CORPEHC33,266$3.4M0.75%
37UNITEDHEALTH GROUP INCUNH6,401$3.4M0.74%
38INGREDION INCINGR24,222$3.3M0.73%
39ISHARES GOLD TRIAU53,798$3.2M0.70%
40ENSIGN GROUP INCENSG23,709$3.1M0.68%
41INTERNATIONAL BANCSHARES CORINTR48,224$3.0M0.68%
42TAIWAN SEMICONDUCTOR MFG LTD87403910018,315$3.0M0.68%
43AXIS CAP HLDGS LTDG0692U10928,055$2.8M0.62%
44DEERE & CODE5,681$2.7M0.59%
45VANECK ETF TRUST92189F10657,086$2.6M0.58%
46FISERV INCFISV11,683$2.6M0.57%
47MARRIOTT INTL INC NEW57190320210,757$2.6M0.57%
48SCHWAB STRATEGIC TR808524805128,934$2.6M0.57%
49CORCEPT THERAPEUTICS INCCORT21,018$2.4M0.53%
50SPDR SER TR78464A85435,793$2.4M0.52%
51KLA CORPKLAC3,191$2.2M0.48%
52APOLLO GLOBAL MGMT INC03769M10614,783$2.0M0.45%
53ABBVIE INCABBV8,916$1.9M0.41%
54JACOBS SOLUTIONS INCJ15,238$1.8M0.41%
55US FOODS HLDG CORPUSFD28,006$1.8M0.41%
56HILTON WORLDWIDE HLDGS INCHLT7,893$1.8M0.40%
57KYNDRYL HLDGS INCKD56,708$1.8M0.40%
58ASML HOLDING N VASMLF2,634$1.7M0.39%
59WASTE CONNECTIONS INCWCN8,874$1.7M0.38%
60GENERAL DYNAMICS CORPGD6,099$1.7M0.37%
61ELI LILLY & COLLY2,010$1.7M0.37%
62PALO ALTO NETWORKS INCPANW9,613$1.6M0.36%
63EXXON MOBIL CORPXOM13,682$1.6M0.36%
64NASDAQ INCNDAQ21,062$1.6M0.35%
65FEDEX CORPFDX6,534$1.6M0.35%
66CATERPILLAR INCCAT4,676$1.5M0.34%
67MEDPACE HLDGS INCMEDP5,021$1.5M0.34%
68EXELIXIS INCEXEL41,383$1.5M0.34%
69CASEYS GEN STORES INC1475281033,394$1.5M0.33%
70VISA INCV4,136$1.4M0.32%
71ICON PLCICLR8,171$1.4M0.32%
72CUMMINS INCCMI4,441$1.4M0.31%
73BOSTON SCIENTIFIC CORPBSX13,738$1.4M0.31%
74MUELLER INDS INC62475610218,015$1.4M0.30%
75TRACTOR SUPPLY COTSCO24,885$1.4M0.30%
76WASTE MGMT INC DEL94106L1095,909$1.4M0.30%
77VANGUARD INDEX FDS9229087516,076$1.3M0.30%
78ALPHABET INCGOOG8,580$1.3M0.30%
79DECKERS OUTDOOR CORPDECK11,978$1.3M0.30%
80QUANTA SVCS INC74762E1025,233$1.3M0.30%
81HOME DEPOT INCHD3,611$1.3M0.29%
82KKR & CO INCKKRT11,130$1.3M0.29%
83ISHARES TR46434V29020,351$1.3M0.28%
84FIRST SOLAR INCFSLR9,957$1.3M0.28%
85RTX CORPORATIONRTX9,005$1.2M0.26%
86SALESFORCE INCCRM4,392$1.2M0.26%
87SYNOPSYS INCSNPS2,746$1.2M0.26%
88EASTGROUP PPTYS INC2772761016,674$1.2M0.26%
89STRIDE INCLRN9,150$1.2M0.26%
90UNUM GROUPUNMA14,042$1.1M0.25%
91ARCH CAP GROUP LTDG0450A10511,647$1.1M0.25%
92JOHNSON & JOHNSONJNJ6,167$1.0M0.23%
93ABBOTT LABSABLZF7,703$1.0M0.23%
94CHEVRON CORP NEWCVX6,092$1.0M0.23%
95TEXAS PACIFIC LAND CORPORATITPL765$1.0M0.23%
96MCDONALDS CORPMCD3,157$986,1530.22%
97BLACKSTONE INCBX6,996$977,9010.22%
98CHENIERE ENERGY INCLNG4,143$958,6910.21%
99MPLX LPMPLXP17,800$952,6560.21%
100BOOKING HOLDINGS INCBKNG193$889,1340.20%
101APPLIED MATLS INC0382221056,118$887,8450.20%
102FORTINET INCFTNT9,132$879,0470.20%
103MORGAN STANLEYMS-PQ7,530$878,5260.20%
104MONOLITHIC PWR SYS INC6098391051,513$877,5100.19%
105VERTIV HOLDINGS COVRT12,019$867,7720.19%
106CONSTRUCTION PARTNERS INCROAD11,757$844,9760.19%
107ONEOK INC NEWOKE8,069$800,6070.18%
108ISHARES TR46429B7477,680$794,5980.18%
109ISHARES TR4642881587,507$792,7400.18%
110GILEAD SCIENCES INCGILD6,887$771,6890.17%
111AMGEN INCAMGN2,447$762,3630.17%
112FIRST BANCORP P R31867270639,551$758,1930.17%
113VANGUARD INDEX FDS9229087692,721$747,8400.17%
114SCHWAB CHARLES CORPSCHW-PJ9,425$737,7890.16%
115BANK AMERICA CORP06050510417,528$731,4440.16%
116ROYAL BK CDA7800871026,403$721,7470.16%
117MERIT MED SYS INC5898891046,728$711,2170.16%
118FIDELITY WISE ORIGIN BITCOINFBTC9,595$690,5530.15%
119CORNING INCGLW14,460$661,9790.15%
120MASTERCARD INCORPORATEDMA1,204$659,9370.15%
121WELLS FARGO CO NEW9497461019,047$649,4850.14%
122STEEL DYNAMICS INCSTLD5,155$644,7880.14%
123UFP INDUSTRIES INCUFPI5,870$628,3250.14%
124FRANKLIN TEMPLETON ETF TRFGDL11,722$621,3840.14%
125AFLAC INCAFL5,500$611,5450.14%
126WILLIAMS COS INC96945710010,200$609,5520.14%
127PALANTIR TECHNOLOGIES INCPLTR7,200$607,6800.13%
128BERKSHIRE HATHAWAY INC DELBRK-A1,126$599,6860.13%
129LAM RESEARCH CORPLRCX8,000$581,6000.13%
130CROWDSTRIKE HLDGS INCCRWD1,648$581,0520.13%
131SELECT SECTOR SPDR TR81369Y5066,213$580,6050.13%
132UNITED PARCEL SERVICE INCUPS5,255$577,9980.13%
133ISHARES TR4642877214,000$561,7600.12%
134RUSH STREET INTERACTIVE INCRSI51,228$549,1650.12%
135DICKS SPORTING GOODS INC2533931022,700$544,2120.12%
136TEXAS INSTRS INC8825081043,000$539,1000.12%
137HARTFORD INSURANCE GROUP INCHIG-PG4,291$530,9260.12%
138SELECT SECTOR SPDR TR81369Y8866,600$520,4100.12%
139ENTERGY CORP NEWENO6,000$512,9400.11%
140LOCKHEED MARTIN CORPLMT1,128$503,8890.11%
141MERCK & CO INCMRK5,593$502,0220.11%
142PNC FINL SVCS GROUP INC6934751052,844$499,8900.11%
143ENTERPRISE PRODS PARTNERS L29379210714,622$499,1960.11%
144SIMON PPTY GROUP INC NEW8288061093,000$498,2400.11%
145CONSTELLATION ENERGY CORPCEG2,436$491,1710.11%
146ALLISON TRANSMISSION HLDGS IALSN5,016$479,8810.11%
147SPDR SER TR78464A8479,206$471,1640.10%
148HSBC HLDGS PLCHBCYF8,150$468,0550.10%
149M & T BK CORP55261F1042,606$465,8230.10%
150GRAINGER W W INC384802104471$465,2680.10%
151PLAINS ALL AMERN PIPELINE L72650310523,000$460,0000.10%
152MARSH & MCLENNAN COS INC5717481021,881$459,0210.10%
153HONEYWELL INTL INC4385161062,163$458,0160.10%
154UBER TECHNOLOGIES INCUBER6,215$452,8250.10%
155CORTEVA INCCTVA7,184$452,0900.10%
156MARATHON PETE CORPMARA3,100$451,6390.10%
157REPUBLIC SVCS INC7607591001,800$435,8880.10%
158STRYKER CORPORATIONSYK1,165$433,6720.10%
159TRUIST FINL CORP89832Q10910,466$430,6760.10%
160DIAMONDBACK ENERGY INCFANG2,583$412,9710.09%
161AMERICAN EXPRESS COAXP1,482$398,7330.09%
162TOYOTA MOTOR CORPTOYOF2,245$396,3100.09%
163ADOBE INCADBE1,020$391,2010.09%
164TOLL BROTHERS INCTOL3,700$390,6830.09%
165PJT PARTNERS INCPJT2,797$385,6510.09%
166ALIBABA GROUP HLDG LTDBBAAY2,800$370,2440.08%
167TESLA INCTSLA1,421$368,2670.08%
168NOVO-NORDISK A SNONOF5,292$367,4770.08%
169QORVO INCQRVO5,042$365,0920.08%
170ISHARES TR4642873093,920$363,8940.08%
171DOVER CORPDOV2,048$359,7930.08%
172PEPSICO INCPEP2,392$358,6570.08%
173EMERSON ELEC COEMR3,266$358,0850.08%
174INTERNATIONAL PAPER CO4601461036,700$357,4450.08%
175ENERGY TRANSFER L PET-PI19,200$356,9280.08%
176APPLOVIN CORPAPP1,314$348,1710.08%
177PROLOGIS INC.PLDGP3,099$346,4380.08%
178GE VERNOVA INCGEV1,130$344,9670.08%
179FREEPORT-MCMORAN INCFCX9,000$340,7400.08%
180TPG INCTPGXL7,100$336,7530.07%
181CARDINAL HEALTH INCCAH2,425$334,0930.07%
182ISHARES TR4642876551,629$324,9700.07%
183J P MORGAN EXCHANGE TRADED F46641Q7795,738$323,3940.07%
184ARISTA NETWORKS INCANET4,164$322,6270.07%
185WSFS FINL CORP9293281026,185$320,8160.07%
186PROCTER AND GAMBLE CO7427181091,879$320,2200.07%
187J P MORGAN EXCHANGE TRADED F46641Q7615,598$316,1200.07%
188WESTERN MIDSTREAM PARTNERS LWES7,700$315,3920.07%
189KROGER COKR4,592$310,8330.07%
190SCHWAB STRATEGIC TR80852477113,116$309,6690.07%
191INTEGER HLDGS CORPITGR2,572$303,5220.07%
192SPOTIFY TECHNOLOGY S ASPOT550$302,5170.07%
193PARKER-HANNIFIN CORPPH493$299,6710.07%
194CATALYST PHARMACEUTICALS INCCPRX12,283$297,8630.07%
195QUALCOMM INCQCOM1,905$292,6280.06%
196CITIGROUP INCC-PR3,962$281,2630.06%
197TG THERAPEUTICS INCTGTX7,057$278,2580.06%
198CONOCOPHILLIPSCOP2,623$275,4680.06%
199GE AEROSPACE3696043011,370$274,2060.06%
200GLOBAL X FDS37954Y6327,522$273,6510.06%
201KINDER MORGAN INC DELEP-PC9,472$270,2370.06%
202EATON CORP PLCETN984$267,4810.06%
203ISHARES TR4642876481,000$255,5300.06%
204CISCO SYS INCCSCO4,137$255,2950.06%
205BRISTOL-MYERS SQUIBB COCELG-RI4,182$255,0660.06%
206WEST PHARMACEUTICAL SVSC INC9553061051,120$250,7460.06%
207MCKESSON CORPMCK370$249,0070.06%
208EXELON CORPEXC5,362$247,0810.05%
209WD 40 COWDFC1,000$244,0000.05%
210DUKE ENERGY CORP NEWDUKB2,000$243,9400.05%
211SELECT SECTOR SPDR TR81369Y1002,815$242,0340.05%
212UBS GROUP AGUBS7,833$239,9250.05%
213PULTE GROUP INC7458671012,325$239,0100.05%
214ISHARES TR46434V2747,729$238,3630.05%
215CANADIAN IMPERIAL BK COMMCNDIF4,200$236,4600.05%
216STARBUCKS CORPSBUX2,363$231,7870.05%
217THE CIGNA GROUP125523100703$231,2870.05%
218BANK NOVA SCOTIA HALIFAX0641491074,850$230,0360.05%
219MOODYS CORPMCO490$228,1890.05%
220CHUBB LIMITEDCB750$226,4930.05%
221NORTHERN TR CORPNTRSO2,275$224,4290.05%
222BROADRIDGE FINL SOLUTIONS IN11133T103895$217,0020.05%
223ISHARES TR4642874081,134$216,1180.05%
224INFOSYS LTDINFY11,800$215,3500.05%
225CABOT CORPCBT2,512$208,8480.05%
226EAST WEST BANCORP INCEWBC2,325$208,6920.05%
227AIR PRODS & CHEMS INCAIIR704$207,6240.05%
228DOMINION ENERGY INCD3,700$207,4590.05%
229DANAHER CORPORATION2358511021,000$205,0000.05%
230REGENERON PHARMACEUTICALSREGN320$202,9540.05%
231COMCAST CORP NEWCCZ5,477$202,1020.04%
232LIGHTWAVE LOGIC INCLWLG80,933$82,9570.02%