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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 Q4 2023 · Filed November 6, 2023 · Accession 0001566728-23-000010

Total Value
$8.13B
Positions
160
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (160)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6635,314,447$488.0M6.00%
2UNITEDHEALTH GROUP INCUNH600,508$302.8M3.72%
3CHEVRON CORP NEWCVX1,760,534$296.9M3.65%
4VISA INCV1,284,865$295.5M3.63%
5APPLE INCAAPL1,669,360$285.8M3.51%
6MICROSOFT CORPMSFT903,355$285.2M3.51%
7JPMORGAN CHASE & COVYLD1,963,212$284.7M3.50%
8PROCTER AND GAMBLE CO7427181091,913,712$279.1M3.43%
9GOLDMAN SACHS GROUP INCGSCE836,733$270.7M3.33%
10MCDONALDS CORPMCD1,000,170$263.5M3.24%
11MERCK & CO INCMRK2,368,414$243.8M3.00%
12UNITED PARCEL SERVICE INCUPS1,443,604$225.0M2.77%
13WALMART INCWMT1,388,034$222.0M2.73%
14HOME DEPOT INCHD729,468$220.4M2.71%
15SCHLUMBERGER LTDSLB3,632,750$211.8M2.60%
16CHEVRON CORP NEWCVX955,219$161.1M1.98%
17UNITEDHEALTH GROUP INCUNH316,781$159.7M1.96%
18JOHNSON & JOHNSONJNJ1,012,378$157.7M1.94%
19VISA INCV683,296$157.2M1.93%
20DEERE & CODE415,909$157.0M1.93%
21COCA COLA COKO2,763,614$154.7M1.90%
22MICROSOFT CORPMSFT481,404$152.0M1.87%
23PROCTER AND GAMBLE CO7427181091,028,133$150.0M1.84%
24APPLE INCAAPL847,480$145.1M1.78%
25JPMORGAN CHASE & COVYLD967,498$140.3M1.72%
26MCDONALDS CORPMCD520,154$137.0M1.68%
27GOLDMAN SACHS GROUP INCGSCE416,630$134.8M1.66%
28UNITED PARCEL SERVICE INCUPS756,214$117.9M1.45%
29WALMART INCWMT729,156$116.6M1.43%
30DUKE ENERGY CORP NEWDUKB1,315,959$116.1M1.43%
31HOME DEPOT INCHD383,675$115.9M1.43%
32CISCO SYS INCCSCO2,108,773$113.4M1.39%
33SCHLUMBERGER LTDSLB1,922,912$112.1M1.38%
34CONOCOPHILLIPSCOP934,322$111.9M1.38%
35MERCK & CO INCMRK1,077,162$110.9M1.36%
36VERIZON COMMUNICATIONS INCVZ3,340,267$108.3M1.33%
37FREEPORT-MCMORAN INCFCX2,802,672$104.5M1.28%
38LOCKHEED MARTIN CORPLMT249,122$101.9M1.25%
39DEERE & CODE233,745$88.2M1.08%
40DUKE ENERGY CORP NEWDUKB970,456$85.7M1.05%
41JOHNSON & JOHNSONJNJ527,348$82.1M1.01%
42LOCKHEED MARTIN CORPLMT192,955$78.9M0.97%
43FASTENAL COFAST1,177,900$64.4M0.79%
44CISCO SYS INCCSCO1,162,869$62.5M0.77%
45CONOCOPHILLIPSCOP494,763$59.3M0.73%
46VERIZON COMMUNICATIONS INCVZ1,755,559$56.9M0.70%
47FREEPORT-MCMORAN INCFCX1,492,310$55.6M0.68%
48GENERAL MLS INC370334104859,882$55.0M0.68%
49COCA COLA COKO965,289$54.0M0.66%
50GENERAL MLS INC370334104459,338$29.4M0.36%
51SPDR S&P 500 ETF TRSPY51,064$21.8M0.27%
52RAYMOND JAMES FINL INC754730109107,823$10.8M0.13%
53SPDR DOW JONES INDL AVERAGE78467X10927,849$9.3M0.11%
54INVESCO QQQ TRIVZ14,412$5.2M0.06%
55PACCAR INCPCAR60,171$5.1M0.06%
56META PLATFORMS INCMETA15,750$4.7M0.06%
57SPDR GOLD TRGLD22,253$3.8M0.05%
58PROSHARES TR74347B425237,457$3.4M0.04%
59SALESFORCE INCCRM16,672$3.4M0.04%
60KROGER COKR64,515$2.9M0.04%
61ARCHER DANIELS MIDLAND COADM35,050$2.6M0.03%
62SELECT SECTOR SPDR TR81369Y20917,857$2.3M0.03%
63ALPHABET INCGOOG16,673$2.2M0.03%
64STRYKER CORPORATIONSYK7,917$2.2M0.03%
65EXXON MOBIL CORPXOM16,751$2.0M0.02%
66MARATHON PETE CORPMARA12,090$1.8M0.02%
67AMAZON COM INCAMZN14,318$1.8M0.02%
68PETROLEO BRASILEIRO SA PETRO71654V408117,917$1.8M0.02%
69MITSUBISHI UFJ FINL GROUP IN606822104199,658$1.7M0.02%
70BANCO BILBAO VIZCAYA ARGENTABBVXF182,259$1.5M0.02%
71TRAVELERS COMPANIES INCTRV8,000$1.3M0.02%
72TOTALENERGIES SETTE19,721$1.3M0.02%
73UNION PAC CORPUNP6,367$1.3M0.02%
74ICICI BANK LIMITEDIBN54,850$1.3M0.02%
75COCA-COLA FEMSA SAB DE CVCOCSF15,954$1.3M0.02%
76BRISTOL-MYERS SQUIBB COCELG-RI20,319$1.2M0.01%
77DOW INCDOW22,860$1.2M0.01%
78CATERPILLAR INCCAT4,285$1.2M0.01%
79YPF SOCIEDAD ANONIMAYPF91,854$1.1M0.01%
80SELECT SECTOR SPDR TR81369Y50612,281$1.1M0.01%
81NOVARTIS AFNVSEF10,794$1.1M0.01%
82SANOFISNYNF20,160$1.1M0.01%
83RELX PLCRLXXF31,185$1.1M0.01%
84NETEASE INCNETTF10,360$1.0M0.01%
85TENARIS S A88031M10931,968$1.0M0.01%
86ASML HOLDINGS N VASMLF1,701$1.0M0.01%
87TAIWAN SEMICONDUCTOR MFG LTD87403910011,478$997,4380.01%
88SONY GROUP CORPORATIONSNEJF12,046$992,7100.01%
89VANECK ETF TRUST92189H6072,834$977,8430.01%
90AMPLIFY ETF TR03210840928,084$975,3460.01%
91SHELL PLCRYDAF15,120$973,4250.01%
92GRUPO AEROPORTUARIO DE SURE40051E2023,780$928,7830.01%
93DEVON ENERGY CORP NEW25179M10319,161$913,9970.01%
94SELECT SECTOR SPDR TR81369Y7048,969$909,2770.01%
95ARCELORMITTAL SA LUXEMBOURGARCXF35,973$900,4040.01%
96ASE TECHNOLOGY HLDG CO LTDASX113,654$854,6780.01%
97AMGEN INCAMGN3,173$852,9010.01%
98BOEING COBA-PA4,300$824,2240.01%
99GOLD FIELDS LTDGFIOF74,124$804,9860.01%
100FOMENTO ECONOMICO MEXICANO S3444191067,353$802,5790.01%
101BHP GROUP LTDBHPLF13,950$793,4760.01%
102ABBOTT LABSABLZF8,116$786,0350.01%
103MINISO GROUP HLDG LTDMSOGF28,854$747,3180.01%
104TESLA INCTSLA2,969$742,9030.01%
105TERNIUM SATX17,249$688,2350.01%
106ASTRAZENECA PLCAZN10,100$683,9720.01%
107LOMA NEGRA C I A S A MTN 1454150E104112,212$676,6380.01%
108AMERICAN EXPRESS COAXP4,535$676,5770.01%
109PEPSICO INCPEP3,987$675,5570.01%
110CONSTELLATION ENERGY CORPCEG6,022$656,8510.01%
111STARBUCKS CORPSBUX7,175$654,8620.01%
112ECOPETROL S AEC56,025$648,7690.01%
113UNILEVER PLCUNLYF13,116$647,9300.01%
114HSBC HLDGS PLCHBCYF16,145$637,0810.01%
115ENI S P A26874R10819,907$635,4310.01%
116TOYOTA MOTOR CORPTOYOF3,511$631,1020.01%
117HDFC BANK LTDHDB10,534$621,6110.01%
118TIM S ATIMB41,422$617,1870.01%
119BROADCOM INCAVGO741$615,4600.01%
120RIVIAN AUTOMOTIVE INCRIVN24,934$605,3980.01%
121NEXTERA ENERGY INCNEE-PW10,485$600,6770.01%
122CAMECO CORPCCJ14,574$577,7130.01%
123RIO TINTO PLCRTNTF8,964$570,4680.01%
124MONDELEZ INTL INC6092071057,935$550,6890.01%
125DARDEN RESTAURANTS INCDRI3,725$533,4950.01%
126SPHERE ENTERTAINMENT COSPHR14,067$522,7300.01%
127TAKE-TWO INTERACTIVE SOFTWARTTWO3,669$515,0910.01%
128OCCIDENTAL PETE CORP6745991057,918$513,7200.01%
129ORACLE CORPORCL-PD4,722$500,1540.01%
130ADOBE INCADBE977$498,1720.01%
131HESS CORPHESM3,225$493,4250.01%
132INTERCONTINENTAL EXCHANGE IN45866F1044,472$492,0090.01%
133HELLO GROUP INCMOMO69,680$486,3660.01%
134NUCOR CORPNUE2,955$462,0520.01%
135CELSIUS HLDGS INCCELH2,631$451,4800.01%
136FERRARI N VRACE1,473$435,3300.01%
137AMERICA MOVIL SAB DE CVAMXOF25,105$434,8180.01%
138JOYY INCJOYY10,669$406,5950.00%
139PFIZER INCPFE11,854$393,1850.00%
140EQUINOR ASASTOHF11,792$386,6590.00%
141CAPITAL ONE FINL CORP14040H1053,850$373,6430.00%
142BANCO MACRO SA05961W10518,486$364,7280.00%
143PARKER-HANNIFIN CORPPH912$355,2420.00%
144MELCO RESORTS AND ENTMNT LTD ADR58546410035,422$350,3230.00%
145ZTO EXPRESS CAYMAN INCZTOEF14,450$349,2560.00%
146COSTCO WHSL CORP NEW22160K105591$333,8910.00%
147FORD MTR CO DEL34537086025,103$311,7790.00%
148ABBVIE INCABBV2,022$301,3990.00%
149AFLAC INCAFL3,836$294,4100.00%
150NIKE INCNKE3,043$290,9320.00%
151ACCENTURE PLC IRELANDACN882$270,8710.00%
152MARSH & MCLENNAN COS INC5717481021,400$266,4200.00%
153NETFLIX INCNFLX677$255,6350.00%
154GENERAL ELECTRIC CO3696043012,271$251,0640.00%
155VALE S AVALE18,557$248,6630.00%
156SCHWAB STRATEGIC TR8085242014,697$237,6680.00%
157DIAGEO PLCDGEAF1,500$223,7700.00%
158KELLANOVABEKE3,700$220,1870.00%
159NVIDIA CORPORATIONNVDA480$208,7950.00%
160ENEL CHILE S.A.ENIC70,000$207,2000.00%