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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 Q3 2023 · Filed August 4, 2023 · Accession 0001566728-23-000009

Total Value
$8.10B
Positions
156
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (156)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6633,583,956$329.1M4.06%
2JPMORGAN CHASE & COVYLD2,075,710$301.9M3.73%
3VISA INCV1,259,113$299.0M3.69%
4MICROSOFT CORPMSFT872,573$297.1M3.67%
5MCDONALDS CORPMCD955,095$285.0M3.52%
6PROCTER AND GAMBLE CO7427181091,856,566$281.7M3.48%
7UNITEDHEALTH GROUP INCUNH584,468$280.9M3.47%
8JOHNSON & JOHNSONJNJ1,672,540$276.8M3.42%
9CHEVRON CORP NEWCVX1,684,374$265.0M3.27%
10APPLE INCAAPL1,346,251$261.1M3.22%
11MERCK & CO INCMRK2,262,252$261.0M3.22%
12GOLDMAN SACHS GROUP INCGSCE797,563$257.2M3.17%
13UNITED PARCEL SERVICE INCUPS1,252,241$224.5M2.77%
14HOME DEPOT INCHD708,887$220.2M2.72%
15WALMART INCWMT1,043,688$164.0M2.02%
16DEERE & CODE400,736$162.4M2.00%
17LOCKHEED MARTIN CORPLMT346,648$159.6M1.97%
18MICROSOFT CORPMSFT467,243$159.1M1.96%
19VISA INCV663,206$157.5M1.94%
20DUKE ENERGY CORP NEWDUKB1,735,202$155.7M1.92%
21MARATHON PETE CORPMARA1,306,612$152.4M1.88%
22PROCTER AND GAMBLE CO742718109997,900$151.4M1.87%
23MCDONALDS CORPMCD504,866$150.7M1.86%
24JOHNSON & JOHNSONJNJ898,595$148.7M1.84%
25UNITEDHEALTH GROUP INCUNH307,471$147.8M1.82%
26GENERAL MLS INC3703341041,912,373$146.7M1.81%
27JPMORGAN CHASE & COVYLD1,004,876$146.1M1.80%
28CHEVRON CORP NEWCVX927,142$145.9M1.80%
29MERCK & CO INCMRK1,219,228$140.7M1.74%
30GOLDMAN SACHS GROUP INCGSCE417,625$134.7M1.66%
31APPLE INCAAPL694,067$134.6M1.66%
32SCHLUMBERGER LTDSLB2,467,111$121.2M1.50%
33UNITED PARCEL SERVICE INCUPS665,704$119.3M1.47%
34HOME DEPOT INCHD372,405$115.7M1.43%
35STARBUCKS CORPSBUX1,081,395$107.1M1.32%
36COCA COLA COKO1,750,222$105.4M1.30%
37VERIZON COMMUNICATIONS INCVZ2,734,492$101.7M1.25%
38DEERE & CODE226,885$91.9M1.13%
39WALMART INCWMT554,606$87.2M1.08%
40LOCKHEED MARTIN CORPLMT187,320$86.2M1.06%
41DUKE ENERGY CORP NEWDUKB941,938$84.5M1.04%
42GENERAL MLS INC3703341041,055,487$81.0M1.00%
43MARATHON PETE CORPMARA686,664$80.1M0.99%
44FASTENAL COFAST1,177,900$69.5M0.86%
45SCHLUMBERGER LTDSLB1,281,490$62.9M0.78%
46STARBUCKS CORPSBUX574,080$56.9M0.70%
47COCA COLA COKO936,918$56.4M0.70%
48DOW INCDOW1,058,661$56.4M0.70%
49VERIZON COMMUNICATIONS INCVZ1,446,722$53.8M0.66%
50SPDR S&P 500 ETF TRSPY63,746$28.3M0.35%
51DOW INCDOW458,681$24.4M0.30%
52RAYMOND JAMES FINL INC754730109123,623$12.8M0.16%
53SPDR DOW JONES INDL AVERAGE78467X10925,580$8.8M0.11%
54PACCAR INCPCAR57,185$4.8M0.06%
55SALESFORCE INCCRM20,298$4.3M0.05%
56META PLATFORMS INCMETA13,151$3.8M0.05%
57PROSHARES TR74347B425270,055$3.7M0.05%
58KROGER COKR60,295$2.8M0.03%
59SPDR GOLD TRGLD15,586$2.8M0.03%
60UNION PAC CORPUNP12,389$2.5M0.03%
61ARCHER DANIELS MIDLAND COADM32,490$2.5M0.03%
62CISCO SYS INCCSCO45,602$2.4M0.03%
63SELECT SECTOR SPDR TR81369Y20917,312$2.3M0.03%
64SELECT SECTOR SPDR TR81369Y50626,732$2.2M0.03%
65ISHARES TR46428745725,146$2.0M0.03%
66EXXON MOBIL CORPXOM16,869$1.8M0.02%
67ALPHABET INCGOOG14,845$1.8M0.02%
68AMAZON COM INCAMZN12,837$1.7M0.02%
69FORD MTR CO DEL345370860104,721$1.6M0.02%
70SELECT SECTOR SPDR TR81369Y60542,428$1.4M0.02%
71ISHARES TR4642876557,527$1.4M0.02%
72TRAVELERS COMPANIES INCTRV8,000$1.4M0.02%
73DARDEN RESTAURANTS INCDRI7,726$1.3M0.02%
74BRISTOL-MYERS SQUIBB COCELG-RI17,036$1.1M0.01%
75CATERPILLAR INCCAT4,414$1.1M0.01%
76PAYPAL HLDGS INCPYPL14,785$986,6030.01%
77NIKE INCNKE8,933$985,8890.01%
78AMPLIFY ETF TR03210840926,570$956,5240.01%
79DEVON ENERGY CORP NEW25179M10319,374$936,5210.01%
80BOEING COBA-PA4,285$904,8210.01%
81NETFLIX INCNFLX2,044$900,3620.01%
82ABBOTT LABSABLZF8,191$892,9830.01%
83SNAP INCSNAP69,705$825,3070.01%
84ARK ETF TR00214Q10417,851$787,9430.01%
85AMERICAN EXPRESS COAXP4,510$785,6420.01%
86NEXTERA ENERGY INCNEE-PW10,482$777,7320.01%
87COPART INCCPRT8,442$769,9950.01%
88PETROLEO BRASILEIRO SA PETRO71654V40855,436$766,6800.01%
89LAMB WESTON HLDGS INCLW6,658$765,3370.01%
90AMGEN INCAMGN3,345$742,7410.01%
91MONSTER BEVERAGE CORP NEWMNST12,845$737,8170.01%
92MITSUBISHI UFJ FINL GROUP IN60682210496,696$712,6500.01%
93BP PLCBPPFF20,193$712,6110.01%
94BANCO BILBAO VIZCAYA ARGENTABBVXF92,576$710,9840.01%
95YPF SOCIEDAD ANONIMAYPF46,656$694,7080.01%
96PEPSICO INCPEP3,670$679,7570.01%
97COCA-COLA FEMSA SAB DE CVCOCSF8,111$675,7270.01%
98CAMECO CORPCCJ20,645$646,8080.01%
99ASML HOLDINGS N VASMLF864$626,1840.01%
100NUCOR CORPNUE3,755$615,7630.01%
101AMERICA MOVIL SAB DE CVAMXOF27,837$602,3930.01%
102ORACLE CORPORCL-PD5,027$598,6650.01%
103TENARIS S A88031M10919,906$596,1850.01%
104D R HORTON INC23331A1094,893$595,4290.01%
105TAIWAN SEMICONDUCTOR MFG LTD8740391005,836$588,9690.01%
106HDFC BANK LTDHDB8,421$586,9440.01%
107TOTALENERGIES SETTE10,018$577,4380.01%
108ALIGN TECHNOLOGY INCALGN1,630$576,4330.01%
109ICICI BANK LIMITEDIBN24,226$559,1360.01%
110NATWEST GROUP PLCRBSPF91,076$557,3850.01%
111NOVARTIS AFNVSEF5,493$554,2990.01%
112SANOFISNYNF10,240$551,9360.01%
113SONY GROUP CORPORATIONSNEJF6,125$551,4950.01%
114RIVIAN AUTOMOTIVE INCRIVN32,275$537,7020.01%
115WEST PHARMACEUTICAL SVSC INC9553061051,397$534,3110.01%
116TAKE-TWO INTERACTIVE SOFTWARTTWO3,599$529,6290.01%
117RELX PLCRLXXF15,840$529,5310.01%
118INTERCONTINENTAL EXCHANGE IN45866F1044,672$528,3100.01%
119MONDELEZ INTL INC6092071057,166$522,6880.01%
120HELLO GROUP INCMOMO53,684$515,9030.01%
121UNITED MICROELECTRONICS CORPUMC64,096$505,7170.01%
122ARCELORMITTAL SA LUXEMBOURGARCXF18,272$499,5560.01%
123ROBLOX CORPRBLX12,086$487,0660.01%
124UNILEVER PLCUNLYF9,056$472,0890.01%
125RIO TINTO PLCRTNTF7,392$471,9050.01%
126SHELL PLCRYDAF7,680$463,7180.01%
127NETEASE INCNETTF4,683$452,7990.01%
128TOYOTA MOTOR CORPTOYOF2,816$452,6720.01%
129PFIZER INCPFE11,270$413,3930.01%
130TERNIUM SATX10,316$409,0290.01%
131GRUPO AEROPORTUARIO DE SURE40051E2021,445$401,2620.00%
132BHP GROUP LTDBHPLF6,528$389,5260.00%
133LOMA NEGRA C I A S A MTN 1454150E10457,001$387,6070.00%
134ASTRAZENECA PLCAZN5,140$367,8700.00%
135AFLAC INCAFL5,191$362,3290.00%
136PARKER-HANNIFIN CORPPH912$355,7160.00%
137ASE TECHNOLOGY HLDG CO LTDASX45,223$352,2870.00%
138GOLD FIELDS LTDGFIOF24,000$331,9200.00%
139CONOCOPHILLIPSCOP3,139$325,1990.00%
140AUTOMATIC DATA PROCESSING INADP1,411$310,1240.00%
141ECOPETROL S AEC28,466$291,7770.00%
142VALE S AVALE19,753$265,0850.00%
143MARSH & MCLENNAN COS INC5717481021,400$263,3120.00%
144STRYKER CORPORATIONSYK850$259,3270.00%
145KELLOGG COBEKE3,700$249,3800.00%
146SCHWAB STRATEGIC TR8085242014,697$245,9820.00%
147INFOSYS LTDINFY15,064$242,0780.00%
148FOMENTO ECONOMIC MEXICANO S3444191062,141$237,3080.00%
149FIRST SOLAR INCFSLR1,238$235,3310.00%
150UBS GROUP AGUBS11,471$232,5170.00%
151CANADIAN PACIFIC KANSAS CITYCP2,756$222,6020.00%
152NEWMONT CORPNEMCL5,196$221,6520.00%
153MELCO RESORTS AND ENTMNT LTD58546410018,000$219,7800.00%
154GENERAL ELECTRIC CO3696043011,921$211,0260.00%
155NVIDIA CORPORATIONNVDA480$203,0500.00%
156SPDR S&P 500 ETF TRSPY6,200$12,0280.00%