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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 Q2 2023 · Filed May 4, 2023 · Accession 0001566728-23-000008

Total Value
$7.39B
Positions
158
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (158)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,059,833$305.5M4.13%
2VISA INCV1,223,840$275.9M3.73%
3MCDONALDS CORPMCD975,987$272.9M3.69%
4PROCTER AND GAMBLE CO7427181091,801,707$267.9M3.62%
5UNITEDHEALTH GROUP INCUNH561,333$265.3M3.59%
6CHEVRON CORP NEWCVX1,617,450$263.9M3.57%
7JPMORGAN CHASE & COVYLD2,021,294$263.4M3.56%
8SPDR SER TR78468R6632,771,599$254.5M3.44%
9HOME DEPOT INCHD840,579$248.1M3.36%
10GOLDMAN SACHS GROUP INCGSCE755,577$247.2M3.34%
11JOHNSON & JOHNSONJNJ1,519,419$235.5M3.19%
12GENERAL MLS INC3703341042,507,404$214.3M2.90%
13NUCOR CORPNUE1,207,092$186.5M2.52%
14APPLE INCAAPL1,031,175$170.0M2.30%
15UNITED PARCEL SERVICE INCUPS870,708$168.9M2.28%
16MARATHON PETE CORPMARA1,227,329$165.5M2.24%
17SCHLUMBERGER LTDSLB1,579,813$161.4M2.18%
18LOCKHEED MARTIN CORPLMT335,027$158.4M2.14%
19DEERE & CODE379,545$156.7M2.12%
20MERCK & CO INCMRK1,428,661$152.0M2.06%
21VERIZON COMMUNICATIONS INCVZ1,416,326$148.5M2.01%
22DUKE ENERGY CORP NEWDUKB1,520,102$146.6M1.98%
23GENERAL MLS INC3703341041,375,677$146.4M1.98%
24JPMORGAN CHASE & COVYLD1,011,503$145.3M1.96%
25PROCTOR AND GAMBLE CO742718109976,922$142.3M1.92%
26DOW INCDOW946,998$141.8M1.92%
27JOHNSON & JOHNSONJNJ879,725$139.3M1.88%
28SCHLUMBERGER LTDSLB2,777,335$136.4M1.84%
29CHEVRON CORP NEWCVX868,968$136.4M1.84%
30DUKE ENERGY CORP NEWDUKB813,685$132.9M1.80%
31MERCK & CO INCMRK767,126$131.8M1.78%
32MARATHON PETE CORPMARA672,248$117.6M1.59%
33VERIZON COMMUNICATIONS INCVZ2,616,666$101.8M1.38%
34NUCOR CORPNUE656,243$101.4M1.37%
35DOW INCDOW1,757,689$96.4M1.30%
36VISA INCV649,266$92.8M1.26%
37MICROSOFT CORPMSFT559,749$90.7M1.23%
38APPLE INCAAPL538,880$90.6M1.23%
39MCDONALDS CORPMCD531,254$88.9M1.20%
40UNITED PARCEL SERVICE INCUPS478,472$86.6M1.17%
41HOME DEPOT INCHD472,141$81.6M1.10%
42GOLDMAN SACHS GROUP INCGSCE406,426$78.5M1.06%
43UNITEDHEALTH GROUP INCUNH301,011$77.6M1.05%
44FASTENAL COFAST1,177,997$63.5M0.86%
45DEERE & CODE209,667$55.1M0.74%
46LOCKHEED MARTIN CORPLMT191,937$51.9M0.70%
47SPDR S&P 500 ETF TRSPY57,326$23.5M0.32%
48RAYMOND JAMES FINL INC754730109123,623$11.5M0.16%
49SPDR DOW JONES INDL AVERAGE78467X10925,746$8.6M0.12%
50ISHARES TR46428761422,592$5.5M0.07%
51PACCAR INCPCAR55,524$4.1M0.05%
52ISHARES TR46428745748,405$4.0M0.05%
53KROGER COKR58,750$2.9M0.04%
54META PLATFORMS INCMETA13,151$2.8M0.04%
55SALESFORCE INCCRM12,757$2.5M0.03%
56UNION PAC CORPUNP12,397$2.5M0.03%
57ORACLE CORPORCL-PD25,959$2.4M0.03%
58ARCHER DANIELS MIDLAND COADM30,175$2.4M0.03%
59SELECT SECTOR SPDR TR81369Y60569,405$2.2M0.03%
60SELECT SECTOR SPDR TR81369Y20917,011$2.2M0.03%
61SELECT SECTOR SPDR TR81369Y50625,901$2.1M0.03%
62PROSHARES TR74347B425136,374$2.0M0.03%
63SPDR GOLD TRGLD10,600$1.9M0.03%
64CISCO SYS INCCSCO36,398$1.9M0.03%
65SPDR SER TR78464A75532,823$1.7M0.02%
66BOEING COBA-PA6,504$1.4M0.02%
67TRAVELERS COMPANIES INCTRV8,036$1.4M0.02%
68NVIDIA CORPORATIONNVDA4,480$1.2M0.02%
69DARDEN RESTAURANTS INCDRI7,702$1.2M0.02%
70BRISTOL-MYERS SQUIBB COCELG-RI16,678$1.2M0.02%
71VANECK ETF TRUST92189H6074,155$1.2M0.02%
72WALMART INCWMT6,887$1.0M0.01%
73CATERPILLAR INCCAT4,230$967,9930.01%
74DISNEY WALT CO2546871069,518$953,0700.01%
75AMGEN INCAMGN3,890$940,4300.01%
76COCA-COLA FEMSA SAB DE CVCOCSF11,364$914,4610.01%
77AMPLIFY ETF TR03210840925,617$908,6500.01%
78ABBOTT LABSABLZF8,086$818,7880.01%
79NEXTERA ENERGY INCNEE-PW10,479$807,6920.01%
80NIKE INCNKE6,182$758,1080.01%
81GOLD FIELDS LTDGFIOF56,629$754,2980.01%
82AMERICAN EXPRESS COAXP4,525$746,3990.01%
83STARBUCKS CORPSBUX6,655$692,9850.01%
84NETFLIX INCNFLX1,958$676,4500.01%
85EXXON MOBIL CORPXOM6,150$674,4090.01%
86ASE TECHNOLOGY HLDG CO LTDASX84,200$671,0740.01%
87BP PLCBPPFF17,258$654,7690.01%
88BANCO BILBAO VIZCAYA ARGENTABBVXF95,469$646,0060.01%
89NOVO-NORDISK A SNONOF4,026$640,6980.01%
90PEPSICO INCPEP3,447$628,3880.01%
91NATWEST GROUP PLCRBSPF93,922$619,8850.01%
92TOTALENERGIES SETTE10,331$610,0460.01%
93ASML HOLDINGS N VASMLF891$606,5130.01%
94TENARIS S A88031M10920,528$583,4060.01%
95UNITED MICROELECTRONICS CORPUMC66,099$579,0270.01%
96SANOFISNYNF10,560$574,6750.01%
97UBS GROUP AGUBS26,829$572,5310.01%
98ARCELORMITTAL SA LUXEMBOURGARCXF18,843$567,5510.01%
99FIRST SOLAR INCFSLR2,565$557,8880.01%
100ALPHABET INCGOOG5,268$546,4500.01%
101ICICI BANK LIMITEDIBN24,983$539,1330.01%
102RELX PLCRLXXF16,335$529,9070.01%
103YPF SOCIEDAD ANONIMAYPF48,114$528,2920.01%
104ABB LTDABLZF15,312$525,2020.01%
105RIO TINTO PLCRTNTF7,623$522,9380.01%
106INTERCONTINENTAL EXCHANGE IN45866F1044,970$518,3210.01%
107PETROLEO BRASILEIRO SA PETRO71654V40849,104$512,1550.01%
108AMERICA MOVIL SAB DE CVAMXOF24,255$510,5680.01%
109D R HORTON INC23331A1095,164$504,4710.01%
110SOCIEDAD QUIMICA Y MINERA DE8336351056,006$486,8460.01%
111UNILEVER PLCUNLYF9,339$484,9740.01%
112LAMB WESTON HLDGS INCLW4,590$479,7470.01%
113MONSTER BEVERAGE CORP NEWMNST8,580$463,4060.01%
114INTERPUBLIC GROUP COS INCINTR12,433$463,0050.01%
115NICE LTDNCSYF2,013$460,7560.01%
116PAYPAL HLDGS INCPYPL6,053$459,6650.01%
117GRUPO AEROPORTUARIO DE SURE40051e2021,490$456,6400.01%
118SHELL PLCRYDAF7,920$455,7170.01%
119OMNICOM GROUP INCOMC4,816$454,3410.01%
120HDFC BANK LTDHDB6,765$451,0230.01%
121MARKETAXESS HLDGS INCMKTX1,145$448,0270.01%
122LAS VEGAS SANDS CORPLVS7,766$446,1570.01%
123TAPESTRY INCTPR10,303$444,1620.01%
124TAIWAN SEMICONDUCTOR MFG LTD8740391004,680$435,3340.01%
125FREEPORT-MCMORAN INCFCX10,545$431,3960.01%
126PFIZER INCPFE10,555$430,6570.01%
127STEEL DYNAMICS INCSTLD3,789$428,3840.01%
128NETEASE INCNETTF4,829$427,0770.01%
129BHP GROUP LTDBHPLF6,732$426,8760.01%
130EQUINOR ASASTOHF14,751$419,3710.01%
131AFLAC INCAFL6,411$413,6340.01%
132TOYOTA MOTOR CORPTOYOF2,904$411,4680.01%
133LOMA NEGRA C I A S A MTN 1454150e10458,782$408,5350.01%
134INFOSYS LTDINFY23,298$406,3170.01%
135CAMECO CORPCCJ14,860$388,8860.01%
136DEVON ENERGY CORP NEW25179M1037,105$359,5670.00%
137FORD MTR CO DEL34537086028,102$354,0850.00%
138NOVARTIS AFNVSEF3,597$330,9240.00%
139ISHARES TR4642872422,894$317,2110.00%
140AUTOMATIC DATA PROCESSING INADP1,411$314,1310.00%
141PARKER-HANNIFIN CORPPH912$306,5320.00%
142BRITISH AMERN TOB PLC1104481077,858$275,9730.00%
143VALE S AVALE17,459$275,5030.00%
144NEWMONT CORPNEMCL5,486$268,9120.00%
145DIAGEO PLCDGEAF1,416$256,5510.00%
146ASTRAZENECA PLCAZN3,630$251,9580.00%
147CONOCOPHILLIPSCOP2,521$250,1510.00%
148KELLOGG COBEKE3,700$247,7520.00%
149MARSH & MCLENNAN COS INC5717481021,474$245,4950.00%
150AMAZON COM INCAMZN2,357$243,4550.00%
151GSK PLCGLAXF6,771$240,9120.00%
152STRYKER CORPORATIONSYK822$234,6560.00%
153SONY GROUP CORPORATIONSNEJF2,546$230,7950.00%
154SCHWAB STRATEGIC TR8085242014,582$221,6310.00%
155CANADIAN PAC RY LTD13645T1002,842$218,6630.00%
156ZTO EXPRESS CAYMAN INCZTOEF7,580$217,2430.00%
157ECOPETROL S AEC19,480$205,7090.00%
158SPDR S&P 500 ETF TRSPY6,200$43,4620.00%