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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

Sendero Wealth Management, LLC

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001639375-25-000003

Total Value
$720.6M
Positions
278
Other Managers
7
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769579,090$159.2M22.09%
22023 ETF SERIES TRUST88339Y1021,161,461$32.5M4.51%
3ISHARES TR464287150211,987$25.9M3.59%
4SPDR INDEX SHS FDS78463X541432,317$23.0M3.19%
5AMERICAN BEACON SELECT FUNDS02368W408754,095$22.5M3.12%
6ALPHABET INCGOOG123,292$19.1M2.65%
7NVIDIA CORPORATIONNVDA171,945$18.6M2.59%
8AMAZON COM INCAMZN87,635$16.7M2.31%
9MICROSOFT CORPMSFT43,437$16.3M2.26%
10META PLATFORMS INCMETA23,467$13.5M1.88%
11VANGUARD INDEX FDS92290836325,616$13.2M1.83%
12ARISTA NETWORKS INCANET147,077$11.4M1.58%
13CONOCOPHILLIPSCOP102,139$10.7M1.49%
14DEERE & CODE19,827$9.3M1.29%
15EXXON MOBIL CORPXOM78,189$9.3M1.29%
16SCHWAB CHARLES CORPSCHW-PJ117,983$9.2M1.28%
17IQVIA HLDGS INCIQV52,148$9.2M1.28%
18SCHWAB STRATEGIC TR808524797323,463$9.0M1.26%
19FIRST CTZNS BANCSHARES INC N31946M1034,587$8.5M1.18%
20PHILLIPS 66PSX66,806$8.2M1.14%
21CAPITAL ONE FINL CORP14040H10545,021$8.1M1.12%
22INTUITINTU12,889$7.9M1.10%
23KEURIG DR PEPPER INCKDP228,924$7.8M1.09%
24AIRBNB INCABNB59,294$7.1M0.98%
25INTERCONTINENTAL EXCHANGE IN45866F10440,292$7.0M0.96%
26CBRE GROUP INCCBRE51,555$6.7M0.94%
27PAYCOM SOFTWARE INCPAYC30,487$6.7M0.92%
28FORTINET INCFTNT65,117$6.3M0.87%
29WILLIS TOWERS WATSON PLC LTDWTW18,247$6.2M0.86%
30FISERV INCFISV26,984$6.0M0.83%
31EQUIFAX INCEFX23,355$5.7M0.79%
32VISA INCV15,025$5.3M0.73%
33CENTENE CORP DELCNC85,433$5.2M0.72%
34UBER TECHNOLOGIES INCUBER63,603$4.6M0.64%
35LITHIA MTRS INC53679710315,359$4.5M0.63%
36WARNER BROS DISCOVERY INCWBD398,229$4.3M0.59%
37APPLE INCAAPL18,503$4.1M0.57%
38LIBERTY BROADBAND CORPLBRDP47,259$4.0M0.56%
39NOVO-NORDISK A SNONOF53,071$3.7M0.51%
40GALLAGHER ARTHUR J & CO36357610910,302$3.6M0.49%
41ISHARES TR4642876149,564$3.5M0.48%
42AMERICAN INTL GROUP INC02687478438,346$3.3M0.46%
43DYNATRACE INCDT70,377$3.3M0.46%
44AUTODESK INCADSK12,341$3.2M0.45%
45ADVANCED MICRO DEVICES INCAMD30,938$3.2M0.44%
46PEPSICO INCPEP20,509$3.1M0.43%
47AMAZON COM INCAMZN15,917$3.0M0.42%
48SPDR GOLD TRGLD10,457$3.0M0.42%
49MASTERCARD INCORPORATEDMA5,354$2.9M0.41%
50SELECT SECTOR SPDR TR81369Y80314,021$2.9M0.40%
51BRUNSWICK CORPBC-PC51,346$2.8M0.38%
52VALERO ENERGY CORPVLO20,198$2.7M0.37%
53HOWMET AEROSPACE INCHWM20,507$2.7M0.37%
54ABBOTT LABSABLZF20,036$2.7M0.37%
55PROCTER AND GAMBLE CO74271810915,423$2.6M0.36%
56GE AEROSPACE36960430112,685$2.5M0.35%
57BOOKING HOLDINGS INCBKNG505$2.3M0.32%
58BROADCOM INCAVGO12,431$2.1M0.29%
59COMCAST CORP NEWCCZ54,347$2.0M0.28%
60ABBVIE INCABBV9,325$2.0M0.27%
61CADENCE DESIGN SYSTEM INCCDNS7,550$1.9M0.27%
62SELECT SECTOR SPDR TR81369Y88623,375$1.8M0.26%
63MICROSOFT CORPMSFT4,862$1.8M0.25%
64ALPHABET INCGOOG11,635$1.8M0.25%
65CULLEN FROST BANKERS INCCFR-PB13,470$1.7M0.23%
66GE VERNOVA INCGEV5,498$1.7M0.23%
67SHELL PLCRYDAF22,603$1.7M0.23%
68ALPHABET INCGOOG10,578$1.7M0.23%
69UNITEDHEALTH GROUP INCUNH3,089$1.6M0.22%
70ALPHABET INCGOOG10,206$1.6M0.22%
71AERCAP HOLDINGS NVAER15,460$1.6M0.22%
72ISHARES TR46428730916,294$1.5M0.21%
73WORKDAY INCWDAY6,203$1.4M0.20%
74TEXAS INSTRS INC8825081047,889$1.4M0.20%
75ABBOTT LABSABLZF10,647$1.4M0.20%
76SYNOPSYS INCSNPS3,239$1.4M0.19%
77SM ENERGY COSM46,008$1.4M0.19%
78JPMORGAN CHASE & CO.VYLD5,602$1.4M0.19%
79COCA COLA COKO18,658$1.3M0.19%
80JOHNSON & JOHNSONJNJ8,016$1.3M0.18%
81TEXAS CAP BANCSHARES INC88224Q10717,600$1.3M0.18%
82AON PLCAON3,207$1.3M0.18%
83GENPACT LIMITEDG23,855$1.2M0.17%
84ISHARES TR4642874086,277$1.2M0.17%
85ARAMARKARMK33,076$1.1M0.16%
86BJS WHSL CLUB HLDGS INC05550J1019,570$1.1M0.15%
87ISHARES TR4642875985,693$1.1M0.15%
88INTUITIVE SURGICAL INCISRG2,135$1.1M0.15%
89SAP SESAPGF3,923$1.1M0.15%
90CHEVRON CORP NEWCVX6,250$1.0M0.15%
91TAIWAN SEMICONDUCTOR MFG LTD8740391006,201$1.0M0.14%
92WELLS FARGO CO NEW94974610114,275$1.0M0.14%
93WOODWARD INCWWD5,470$998,2210.14%
94LENNAR CORPLEN-B8,623$989,7480.14%
95HENRY SCHEIN INCHSIC14,366$983,9280.14%
96SPDR S&P 500 ETF TRSPY1,753$980,5310.14%
97DONALDSON INCDCI14,481$971,0960.13%
98VALVOLINE INCVVV27,855$969,6330.13%
99CONOCOPHILLIPSCOP8,957$940,6650.13%
100SKECHERS U S A INC83056610516,483$935,9050.13%
101ARROW ELECTRS INC0427351008,843$918,1690.13%
102HUMANA INCHUM3,447$912,0770.13%
103NVIDIA CORPORATIONNVDA8,401$910,5010.13%
104FIRSTCASH HOLDINGS INCFCFS7,492$901,4380.13%
105SIMPSON MFG INC8290731055,601$879,8060.12%
106SABINE RTY TR78568810212,927$875,0290.12%
107INSIGHT ENTERPRISES INCNSIT5,775$866,1930.12%
108FORTUNE BRANDS INNOVATIONS IFBIN13,972$850,6160.12%
109STARBUCKS CORPSBUX8,641$847,5960.12%
110CORE & MAIN INCCNM17,026$822,5270.11%
111VANGUARD INDEX FDS9229086373,185$818,6410.11%
112PRIMERICA INCPRI2,871$816,8860.11%
113ROBERT HALF INC.RHI14,867$810,9950.11%
114CHARTER COMMUNICATIONS INC N16119P1082,199$810,3980.11%
115WHITE MTNS INS GROUP LTDG9618E107419$806,9150.11%
116GATES INDL CORP PLCG3910810843,082$793,1400.11%
117ELEVANCE HEALTH INCELV1,774$771,6200.11%
118NETFLIX INCNFLX821$765,6080.11%
119REVVITY INCRVTY7,106$751,8150.10%
120CHECK POINT SOFTWARE TECH LTM224651043,275$746,4380.10%
121ONEMAIN HLDGS INCOMF15,255$745,6650.10%
122LAUDER ESTEE COS INC51843910410,993$725,5380.10%
123BERKSHIRE HATHAWAY INC DELBRK-A1,361$724,8420.10%
124PHILLIPS 66PSX5,845$721,7410.10%
125DEXCOM INCDXCM10,504$717,3190.10%
126AMERICAN EXPRESS COAXP2,664$716,7500.10%
127TRANE TECHNOLOGIES PLCTT2,096$706,1850.10%
1283M COMMM4,774$701,1100.10%
129PLEXUS CORPPLXS5,471$701,0000.10%
130HOULIHAN LOKEY INCHLI4,312$696,3880.10%
131APTARGROUP INCATR4,640$688,4840.10%
132ZIONS BANCORPORATION N A98970110713,801$688,1180.10%
133CUSTOM TRUCK ONE SOURCE INCCTOS162,800$687,0160.10%
134NVENT ELECTRIC PLCNVT12,833$672,7060.09%
135MCKESSON CORPMCK984$662,2230.09%
136ISHARES TR4642878045,670$592,9120.08%
137META PLATFORMS INCMETA1,009$581,5480.08%
138ALCOA CORPAA18,871$575,5660.08%
139HAYWARD HLDGS INCHAYW40,769$567,5050.08%
140BECTON DICKINSON & COBDX2,469$565,5500.08%
141HILTON WORLDWIDE HLDGS INCHLT2,420$550,6710.08%
142SOUTHWEST AIRLS CO84474110815,413$517,5690.07%
143VISA INCV1,441$505,0130.07%
144TIMKEN COTKR6,874$494,0350.07%
145CARLISLE COS INC1423391001,446$492,3630.07%
146PAYCHEX INCPAYX3,142$484,7480.07%
147ENTERPRISE PRODS PARTNERS L29379210714,195$484,6180.07%
148MERCK & CO INCMRK5,362$481,2940.07%
149DISNEY WALT CO2546871064,746$468,4310.07%
150GE AEROSPACE3696043012,323$464,9490.06%
151CATERPILLAR INCCAT1,351$445,5600.06%
152CSX CORPCSX14,935$439,5380.06%
153WALMART INCWMT4,915$431,5150.06%
154VANGUARD STAR FDS9219097686,725$417,6230.06%
155AMERIPRISE FINL INC03076C106846$409,5580.06%
156VANGUARD TAX-MANAGED FDS9219438587,994$406,3360.06%
157SYSCO CORPSYY5,245$393,5850.05%
158BROADCOM INCAVGO2,318$388,1030.05%
159GENERAL MTRS CO37045V1008,118$381,7900.05%
160ISHARES TR464287200679$381,5310.05%
161BANK AMERICA CORP0605051049,112$380,2440.05%
162MARTIN MARIETTA MATLS INC573284106773$369,5950.05%
163DISCOVER FINL SVCS2547091082,139$365,1280.05%
164PTC INCPTC2,294$355,4560.05%
165ISHARES TR4642874653,988$325,9400.05%
166VAIL RESORTS INCMTN2,035$325,6410.05%
167APPLIED INDL TECHNOLOGIES IN03820C1051,424$320,8850.04%
168EOG RES INCEOG2,375$304,5700.04%
169CTS CORPCTS7,279$302,4430.04%
170SCHWAB STRATEGIC TR80852460712,800$299,9040.04%
171AIR PRODS & CHEMS INCAIIR1,009$297,5750.04%
172ROPER TECHNOLOGIES INCROP488$287,7160.04%
173APPLE INCAAPL1,292$286,9920.04%
174INVESCO QQQ TRIVZ583$273,3810.04%
175SYSCO CORPSYY3,516$263,8410.04%
176LAM RESEARCH CORPLRCX3,572$259,6850.04%
177DUPONT DE NEMOURS INCDD3,440$256,9000.04%
178PAYCOM SOFTWARE INCPAYC1,139$248,8490.03%
179PFIZER INCPFE9,544$241,8450.03%
180SYNOPSYS INCSNPS557$238,8700.03%
181SEALED AIR CORP NEWSE8,215$237,4140.03%
182UNITEDHEALTH GROUP INCUNH451$236,2120.03%
183INTERPUBLIC GROUP COS INCINTR8,552$232,2730.03%
184ORACLE CORPORCL-PD1,625$227,1920.03%
185CUMMINS INCCMI699$219,0950.03%
186CORTEVA INCCTVA3,440$216,4800.03%
187KIMBERLY-CLARK CORPKMB1,500$213,3300.03%
188CITIGROUP INCC-PR2,997$212,7580.03%
189CINTAS CORPCTAS1,000$205,5300.03%
190NEXTERA ENERGY INCNEE-PW2,897$205,3690.03%
191AMERICAN TOWER CORP NEW03027X100923$200,8450.03%
192DISCOVER FINL SVCS2547091081,169$199,5490.03%
193BROOKFIELD CORP11271J1073,792$198,4400.03%
194VULCAN MATLS CO929160109824$192,2400.03%
195VONTIER CORPORATIONVNT5,703$187,3440.03%
196CAL MAINE FOODS INCCALM2,050$186,3450.03%
197GE VERNOVA INCGEV584$178,2840.02%
198WENDYS CO95058W10011,770$172,1960.02%
199AMERICAN EXPRESS COAXP636$171,1160.02%
200ARISTA NETWORKS INCANET1,916$148,4520.02%
201HOME DEPOT INCHD385$141,0990.02%
202EMERSON ELEC COEMR1,286$140,9980.02%
203SPROTT PHYSICAL SILVER TRSII12,000$139,2000.02%
204MEDICAL PPTYS TRUST INC58463J30421,225$127,9870.02%
205WELLS FARGO CO NEW9497461011,734$124,4840.02%
206EMERSON ELEC COEMR1,129$123,7840.02%
207COCA COLA COKO1,555$111,3700.02%
208TAIWAN SEMICONDUCTOR MFG LTD874039100630$104,5800.01%
209NOVO-NORDISK A SNONOF1,201$83,3980.01%
210HOME DEPOT INCHD217$79,5290.01%
211MASTERCARD INCORPORATEDMA131$71,8040.01%
212DEERE & CODE150$70,4030.01%
213CAPITAL ONE FINL CORP14040H105354$63,4730.01%
214SCHWAB CHARLES CORPSCHW-PJ802$62,7810.01%
215INTUITINTU99$60,7860.01%
216IQVIA HLDGS INCIQV338$59,5900.01%
217FIRST CTZNS BANCSHARES INC N31946M10331$57,4780.01%
218KIMBERLY-CLARK CORPKMB396$56,3200.01%
219KEURIG DR PEPPER INCKDP1,508$51,6040.01%
220PEPSICO INCPEP341$51,1300.01%
221AMBEV SAABEV21,540$50,1890.01%
222FISERV INCFISV222$49,0250.01%
223CINTAS CORPCTAS232$47,6830.01%
224UBER TECHNOLOGIES INCUBER651$47,4320.01%
225AIRBNB INCABNB397$47,4260.01%
226SHELL PLCRYDAF638$46,7530.01%
227FORTINET INCFTNT484$46,5900.01%
228INTERCONTINENTAL EXCHANGE IN45866F104270$46,5750.01%
229CBRE GROUP INCCBRE320$41,8500.01%
230WILLIS TOWERS WATSON PLC LTDWTW121$40,8920.01%
231EQUIFAX INCEFX159$38,7270.01%
232CENTENE CORP DELCNC581$35,2730.00%
233WARNER BROS DISCOVERY INCWBD2,979$31,9650.00%
234LITHIA MTRS INC536797103103$30,2350.00%
235ADVANCED MICRO DEVICES INCAMD277$28,4590.00%
236HOWMET AEROSPACE INCHWM213$27,6330.00%
237AUTODESK INCADSK102$26,7040.00%
238GALLAGHER ARTHUR J & CO36357610977$26,5840.00%
239LIBERTY BROADBAND CORPLBRDP294$25,0050.00%
240DYNATRACE INCDT523$24,6600.00%
241EOG RES INCEOG181$23,2120.00%
242BOOKING HOLDINGS INCBKNG5$23,0350.00%
243AMERICAN INTL GROUP INC026874784243$21,1270.00%
244CRONOS GROUP INCCRON11,500$20,8150.00%
245BERKSHIRE HATHAWAY INC DELBRK-A38$20,2390.00%
246BROOKFIELD CORP11271J107377$19,7290.00%
247NETFLIX INCNFLX20$18,6510.00%
248CAL MAINE FOODS INCCALM205$18,6350.00%
249VONTIER CORPORATIONVNT567$18,6260.00%
250BRUNSWICK CORPBC-PC340$18,3090.00%
251ORACLE CORPORCL-PD127$17,7560.00%
252AMERICAN TOWER CORP NEW03027X10079$17,1910.00%
253LAM RESEARCH CORPLRCX220$15,9940.00%
254CITIGROUP INCC-PR223$15,8310.00%
255CADENCE DESIGN SYSTEM INCCDNS60$15,2600.00%
256CUMMINS INCCMI47$14,7320.00%
257TEXAS INSTRS INC88250810481$14,5560.00%
258MERCK & CO INCMRK145$13,0160.00%
259INTERPUBLIC GROUP COS INCINTR320$8,6920.00%
260VULCAN MATLS CO92916010935$8,1660.00%
261DEXCOM INCDXCM115$7,8540.00%
262PEDEVCO CORPPED10,000$7,0000.00%
263ONEMAIN HLDGS INCOMF133$6,5020.00%
264AON PLCAON10$3,9910.00%
265COMCAST CORP NEWCCZ108$3,9860.00%
266HUMANA INCHUM15$3,9690.00%
267WENDYS CO95058W100237$3,4680.00%
268HILTON WORLDWIDE HLDGS INCHLT14$3,1860.00%
269ELEVANCE HEALTH INCELV7$3,0450.00%
270SIMPSON MFG INC82907310519$2,9850.00%
271MARTIN MARIETTA MATLS INC5732841065$2,3910.00%
272PTC INCPTC14$2,1700.00%
273LENNAR CORPLEN-B17$1,9520.00%
274WORKDAY INCWDAY6$1,4020.00%
275TIMKEN COTKR17$1,2220.00%
276GENERAL MTRS CO37045V10020$9410.00%
277PLEXUS CORPPLXS7$8970.00%
278ARAMARKARMK17$5870.00%