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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

Capital Wealth Planning, LLC

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001566728-23-000001

Total Value
$6.84B
Positions
130
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (130)

#IssuerTicker / CUSIPSharesValue% of Filing
1UNITEDHEALTH GROUP INCUNH512,721$271.8M3.98%
2CHEVRON CORP NEWCVX1,509,283$270.9M3.96%
3MERCK & CO INCMRK2,347,081$260.4M3.81%
4JPMORGAN CHASE & COVYLD1,921,069$257.6M3.77%
5PROCTER AND GAMBLE CO7427181091,681,364$254.8M3.73%
6HOME DEPOT INCHD783,763$247.6M3.62%
7MCDONALDS CORPMCD915,531$241.3M3.53%
8JOHNSON & JOHNSONJNJ1,357,550$239.8M3.51%
9VISA INCV1,137,536$236.3M3.46%
10MICROSOFT CORPMSFT984,173$236.0M3.45%
11GOLDMAN SACHS GROUP INCGSCE653,964$224.6M3.28%
12DEVON ENERGY CORP NEW25179M1033,505,484$215.6M3.15%
13GENERAL MLS INC3703341042,320,979$194.6M2.85%
14LOCKHEED MARTIN CORPLMT314,715$153.1M2.24%
15DEERE & CODE353,143$151.4M2.21%
16DUKE ENERGY CORP NEWDUKB1,403,188$144.5M2.11%
17UNITEDHEALTH GROUP INCUNH268,331$142.3M2.08%
18ISHARES TR4642874571,700,327$138.0M2.02%
19AMGEN INCAMGN519,518$136.4M2.00%
20CHEVRON CORP NEWCVX743,306$133.4M1.95%
21HOME DEPOT INCHD420,885$132.9M1.94%
22PROCTER AND GAMBLE CO742718109870,798$132.0M1.93%
23MCDONALDS CORPMCD498,951$131.5M1.92%
24MERCK & CO INCMRK1,181,392$131.1M1.92%
25JOHNSON & JOHNSONJNJ724,158$127.9M1.87%
26MICROSOFT CORPMSFT528,774$126.8M1.85%
27VISA INCV609,692$126.7M1.85%
28JPMORGAN CHASE & COVYLD903,916$121.2M1.77%
29DEVON ENERGY CORP NEW25179M1031,881,006$115.7M1.69%
30GOLDMAN SACHS GROUP INCGSCE336,006$115.4M1.69%
31GENERAL MLS INC3703341041,226,209$102.8M1.50%
32SCHLUMBERGER LTDSLB1,696,479$90.7M1.33%
33AFLAC INCAFL1,190,561$85.6M1.25%
34NUCOR CORPNUE642,632$84.7M1.24%
35APPLE INCAAPL641,450$83.3M1.22%
36LOCKHEED MARTIN CORPLMT171,125$83.3M1.22%
37DEERE & CODE186,963$80.2M1.17%
38SPDR SER TR78468R663850,462$77.8M1.14%
39AMGEN INCAMGN286,733$75.3M1.10%
40DUKE ENERGY CORP NEWDUKB725,277$74.7M1.09%
41DOW INCDOW1,385,034$69.8M1.02%
42VERIZON COMMUNICATIONS INCVZ1,469,739$57.9M0.85%
43FASTENAL COFAST1,177,900$55.7M0.82%
44SCHLUMBERGER LTDSLB899,735$48.1M0.70%
45AFLAC INCAFL649,536$46.7M0.68%
46SPDR DOW JONES INDL AVERAGE78467X109139,111$46.1M0.67%
47NUCOR CORPNUE337,582$44.5M0.65%
48APPLE INCAAPL302,151$39.3M0.57%
49DOW INCDOW754,459$38.0M0.56%
50VERIZON COMMUNICATIONS INCVZ858,504$33.8M0.49%
51SPDR S&P 500 ETF TRSPY56,978$21.8M0.32%
52RAYMOND JAMES FINL INC754730109123,623$13.2M0.19%
53KROGER COKR91,527$4.1M0.06%
54PACCAR INCPCAR32,355$3.2M0.05%
55SPDR GOLD TRGLD18,817$3.2M0.05%
56UNION PAC CORPUNP13,216$2.7M0.04%
57ISHARES TR46428761412,006$2.6M0.04%
58CVS HEALTH CORPCVS27,466$2.6M0.04%
59SELECT SECTOR SPDR TR81369Y20916,937$2.3M0.03%
60ORACLE CORPORCL-PD27,324$2.2M0.03%
61SALESFORCE INCCRM16,750$2.2M0.03%
62PROSHARES TR74347B425136,343$2.2M0.03%
63META PLATFORMS INCMETA17,243$2.1M0.03%
64BRISTOL-MYERS SQUIBB COCELG-RI26,678$1.9M0.03%
65ISHARES TR46428743218,737$1.9M0.03%
66CISCO SYS INCCSCO36,323$1.7M0.03%
67INVESCO DB COMMDY INDX TRCKIVZ69,212$1.7M0.02%
68WALMART INCWMT11,056$1.6M0.02%
69AMAZON COM INCAMZN18,177$1.5M0.02%
70TRAVELERS COMPANIES INCTRV8,033$1.5M0.02%
71NIKE INCNKE11,833$1.4M0.02%
72NETFLIX INCNFLX4,610$1.4M0.02%
73SELECT SECTOR SPDR TR81369Y50615,366$1.3M0.02%
74MARATHON PETE CORPMARA10,988$1.3M0.02%
75NVIDIA CORPORATIONNVDA8,246$1.2M0.02%
76THERMO FISHER SCIENTIFIC INCTMO2,051$1.1M0.02%
77ALPHABET INCGOOG12,449$1.1M0.02%
78AMPLIFY ETF TR03210840928,651$1.0M0.02%
79STARBUCKS CORPSBUX10,354$1.0M0.02%
80AMERICAN EXPRESS COAXP6,907$1.0M0.01%
81ROYAL BK CDA SUSTAINABL78008710210,100$949,6020.01%
82CATERPILLAR INCCAT3,740$895,9540.01%
83NEXTERA ENERGY INCNEE-PW10,520$879,4440.01%
84SPDR SER TR78464A75517,279$860,6640.01%
85PROSHARES TR II74347W33827,967$849,0780.01%
86DARDEN RESTAURANTS INCDRI6,118$846,2560.01%
87HONEYWELL INTL INC4385161063,479$745,5350.01%
88PAYPAL HLDGS INCPYPL10,430$742,8250.01%
89PEPSICO INCPEP4,094$739,6220.01%
90ALPHABET INCGOOG8,285$735,1280.01%
91EXXON MOBIL CORPXOM6,312$696,2140.01%
92TEXAS INSTRS INC8825081043,967$655,4280.01%
93UNITED PARCEL SERVICE INCUPS3,661$636,4900.01%
94PROSHARES TR74347X86418,898$619,2870.01%
95INTERCONTINENTAL EXCHANGE IN45866F1045,659$580,5570.01%
96CSX CORPCSX18,044$559,0150.01%
97PFIZER INCPFE10,739$550,2480.01%
98ABBOTT LABSABLZF4,944$542,8020.01%
99COSTCO WHSL CORP NEW22160K1051,005$458,7830.01%
100LILLY ELI & COLLY1,067$390,3900.01%
101AUTOMATIC DATA PROCESSING INADP1,417$338,4650.00%
102FORD MTR CO DEL34537086028,155$327,4400.00%
103BOEING COBA-PA1,684$320,7850.00%
104DOLLAR GEN CORP NEW2566771051,242$305,8430.00%
105ISHARES TR4642872422,894$305,1140.00%
106OCCIDENTAL PETE CORP6745991054,795$302,0370.00%
107CONOCOPHILLIPSCOP2,531$298,6800.00%
108BROADCOM INCAVGO531$297,1270.00%
109KELLOGG COBEKE3,822$272,2790.00%
110OREILLY AUTOMOTIVE INC67103H107321$270,9340.00%
111PARKER-HANNIFIN CORPPH912$265,3920.00%
112SEAGATE TECHNOLOGY HLDNGS PLSE4,610$242,5320.00%
113CONSTELLATION ENERGY CORPCEG2,709$233,5150.00%
114MARSH & MCLENNAN COS INC5717481021,400$231,6720.00%
115CME GROUP INCCME1,329$223,5180.00%
116COMCAST CORP NEWCCZ6,288$219,8780.00%
117GOLD FIELDS LTDGFIOF20,763$214,8970.00%
118BIOGEN INCBIIB766$212,1210.00%
119SPDR SER TR78468R6632,305$210,8380.00%
120VERTEX PHARMACEUTICALS INCVRTX710$205,0340.00%
121BANCO BILBAO VIZCAYA ARGENTABBVXF26,037$156,4820.00%
122AMBEV SAABEV54,011$146,9100.00%
123PETROLEO BRASILEIRO SA PETRO71654V40813,392$142,6250.00%
124AEGON N VAEFC25,974$130,9090.00%
125NATWEST GROUP PLCRBSPF19,179$123,8960.00%
126YPF SOCIEDAD ANONIMAYPF13,122$120,5910.00%
127UNITED MICROELECTRONICS CORPUMC18,027$117,7160.00%
128ASE TECHNOLOGY HLDG CO LTDASX10,413$65,2900.00%
129SPDR S&P 500 ETF TRSPY6,800$680.00%
130VISA INCV600$60.00%