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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 2024 · Filed November 12, 2024 · Accession 0001566728-24-000005

Total Value
$10.72B
Positions
191
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (190)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,703,081$396.8M3.70%
2UNITEDHEALTH GROUP INCUNH666,321$389.6M3.63%
3HOME DEPOT INCHD957,449$388.0M3.62%
4GOLDMAN SACHS GROUP INCGSCE768,987$380.7M3.55%
5CATERPILLAR INCCAT969,860$379.3M3.54%
6MICROSOFT CORPMSFT840,232$361.6M3.37%
7VISA INCV1,305,951$359.1M3.35%
8JPMORGAN CHASE & CO.VYLD1,691,068$356.6M3.33%
9PROCTER AND GAMBLE CO7427181092,010,673$348.2M3.25%
10SPDR SER TR78468R6633,784,490$347.5M3.24%
11AMGEN INCAMGN1,025,022$330.3M3.08%
12HONEYWELL INTL INC4385161061,453,697$300.5M2.80%
13INTERNATIONAL BUSINESS MACHSINTR1,324,384$292.8M2.73%
14WALMART INCWMT3,049,854$246.3M2.30%
15FREEPORT-MCMORAN INCFCX4,638,214$231.5M2.16%
16MERCK & CO INCMRK2,024,162$229.9M2.14%
17AMERICAN EXPRESS COAXP822,455$223.0M2.08%
18VERIZON COMMUNICATIONS INCVZ4,767,095$214.1M2.00%
19CME GROUP INCCME938,530$207.1M1.93%
20TJX COS INC NEW8725401091,728,834$203.2M1.90%
21CATERPILLAR INCCAT513,659$200.9M1.87%
22UNITEDHEALTH GROUP INCUNH343,481$200.8M1.87%
23CHEVRON CORP NEWCVX1,354,225$199.4M1.86%
24HOME DEPOT INCHD480,857$194.8M1.82%
25APPLE INCAAPL805,642$187.7M1.75%
26VISA INCV674,702$185.5M1.73%
27MICROSOFT CORPMSFT418,443$180.1M1.68%
28AMPLIFY ETF TR0321086721,794,812$179.9M1.68%
29PROCTER AND GAMBLE CO7427181091,022,487$177.1M1.65%
30GOLDMAN SACHS GROUP INCGSCE356,975$176.7M1.65%
31AMGEN INCAMGN534,753$172.3M1.61%
32JPMORGAN CHASE & CO.VYLD809,220$170.6M1.59%
33HONEYWELL INTL INC438516106763,298$157.8M1.47%
34META PLATFORMS INCMETA261,686$149.8M1.40%
35MCDONALDS CORPMCD490,909$149.5M1.39%
36INTERNATIONAL BUSINESS MACHSINTR670,311$148.2M1.38%
37MARATHON PETE CORPMARA772,227$125.8M1.17%
38MERCK & CO INCMRK1,060,161$120.4M1.12%
39FREEPORT-MCMORAN INCFCX2,409,532$120.3M1.12%
40AMERICAN EXPRESS COAXP421,400$114.3M1.07%
41SPON ADR CL DWMT1,414,011$114.2M1.07%
42CME GROUP INCCME500,795$110.5M1.03%
43VERIZON COMMUNICATIONS INCVZ2,425,865$108.9M1.02%
44TJX COS INC NEW872540109901,955$106.0M0.99%
45CHEVRON CORP NEWCVX707,436$104.2M0.97%
46FASTENAL COFAST1,177,900$84.1M0.78%
47DUKE ENERGY CORP NEWDUKB642,839$74.1M0.69%
48META PLATFORMS INCMETA128,174$73.4M0.68%
49MCDONALDS CORPMCD238,256$72.6M0.68%
50MARATHON PETE CORPMARA396,962$64.7M0.60%
51DUKE ENERGY CORP NEWDUKB310,924$35.8M0.33%
52SPDR S&P 500 ETF TRSPY52,178$29.9M0.28%
53INVESCO QQQ TRIVZ23,991$11.7M0.11%
54RAYMOND JAMES FINL INC75473010994,260$11.5M0.11%
55ELI LILLY & COLLY11,433$10.1M0.09%
56SPDR DOW JONES INDL AVERAGE78467X10923,287$9.9M0.09%
57UNION PAC CORPUNP24,677$6.1M0.06%
58SAP SESAPGF25,999$6.0M0.06%
59STRYKER CORPORATIONSYK15,090$5.5M0.05%
60CAMECO CORPCCJ108,814$5.2M0.05%
61SPDR GOLD TRGLD20,690$5.0M0.05%
62PACCAR INCPCAR50,860$5.0M0.05%
63RELX PLCRLXXF102,734$4.9M0.05%
64ALIBABA GROUP HLDG LTDBBAAY45,768$4.9M0.05%
65ICICI BANK LIMITEDIBN154,514$4.6M0.04%
66PROSHARES TR74347B425402,110$4.4M0.04%
67CANADIAN NAT RES LTD136385101127,907$4.2M0.04%
68PHILIP MORRIS INTL INC71817210934,892$4.2M0.04%
69TEVA PHARMACEUTICAL INDS LTD881624209226,585$4.1M0.04%
70NOVARTIS AGNVSEF35,470$4.1M0.04%
71FERRARI N VRACE8,370$3.9M0.04%
72PETROLEO BRASILEIRO SA PETRO71654V408269,822$3.9M0.04%
73SOUTHERN COPPER CORPSCCO32,934$3.8M0.04%
74ASTRAZENECA PLCAZN48,622$3.8M0.04%
75TOTALENERGIES SETTE57,607$3.7M0.03%
76BARCLAYS PLCBCLYF299,235$3.6M0.03%
77QUEST DIAGNOSTICS INCDGX22,792$3.5M0.03%
78COUPANG INCCPNG141,675$3.5M0.03%
79BANCO BILBAO VIZCAYA ARGENTABBVXF278,188$3.0M0.03%
80VODAFONE GROUP PLC NEW92857W308296,722$3.0M0.03%
81EMBRAER S.A.EMBJ83,637$3.0M0.03%
82MITSUBISHI UFJ FINL GROUP IN606822104277,670$2.8M0.03%
83CRH PLCCRH30,315$2.8M0.03%
84BANCOLOMBIA S A05968L10288,994$2.8M0.03%
85INTERCONTINENTAL HOTELS GROU45857P80625,032$2.8M0.03%
86AGNICO EAGLE MINES LTDAEM34,243$2.8M0.03%
87ASML HOLDING N VASMLF3,203$2.7M0.02%
88NOVO-NORDISK A SNONOF21,892$2.6M0.02%
89PEPSICO INCPEP15,155$2.6M0.02%
90MAKEMYTRIP LIMITED MAURITIUSMMYT26,999$2.5M0.02%
91YPF SOCIEDAD ANONIMAYPF111,971$2.4M0.02%
92DIAGEO PLCDGEAF15,495$2.2M0.02%
93ECOPETROL S AEC239,931$2.1M0.02%
94ENBRIDGE INCENNPF52,580$2.1M0.02%
95BANCO MACRO SA05961W10532,327$2.1M0.02%
96ASE TECHNOLOGY HLDG CO LTDASX209,096$2.0M0.02%
97NVIDIA CORPORATIONNVDA16,771$2.0M0.02%
98BANCO SANTANDER S.A.BCDRF388,615$2.0M0.02%
99COCA-COLA FEMSA SAB DE CVCOCSF22,154$2.0M0.02%
100JOHNSON & JOHNSONJNJ11,926$1.9M0.02%
101TRAVELERS COMPANIES INCTRV8,000$1.9M0.02%
102BERKSHIRE HATHAWAY INC DELBRK-A3,863$1.8M0.02%
103AMAZON COM INCAMZN8,898$1.7M0.02%
104CISCO SYS INCCSCO30,968$1.6M0.02%
105Rio Tinto PLCRTNTF21,105$1.5M0.01%
106AMPLIFY ETF TR03210840936,457$1.5M0.01%
107ALPHABET INCGOOG8,907$1.5M0.01%
108SUMITOMO MITSUI FINL GROUP I86562M209113,341$1.4M0.01%
109SK TELECOM LTDSKM60,025$1.4M0.01%
110SPDR SER TR78464A75522,077$1.4M0.01%
111ABBVIE INCABBV6,970$1.4M0.01%
112TAIWAN SEMICONDUCTOR MFG LTD8740391007,623$1.3M0.01%
113FOMENTO ECONOMICO MEXICANO S34441910613,273$1.3M0.01%
114NETEASE INCNETTF11,574$1.1M0.01%
115NVIDIA CORPORATIONNVDA8,411$1.0M0.01%
116SALESFORCE INCCRM3,726$1.0M0.01%
117TOYOTA MOTOR CORPTOYOF5,538$988,9210.01%
118DEERE & CODE2,248$938,1280.01%
119UNITED PARCEL SERVICE INCUPS6,510$887,6030.01%
120BHP GROUP LTDBHPLF12,920$802,4610.01%
121SOUTHERN COSOMN8,872$800,0770.01%
122TESLA INCTSLA3,002$785,4130.01%
123EXXON MOBIL CORPXOM6,473$758,7650.01%
124MONDELEZ INTL INC60920710510,071$741,9310.01%
125COCA COLA COKO10,252$736,7150.01%
126GRUPO FINANCIERO GALICIA S.AGGAL14,296$601,7190.01%
127AGNICO EAGLE MINES LTDAEM7,360$592,9220.01%
128PARKER-HANNIFIN CORPPH912$576,2200.01%
129AMAZON COM INCAMZN3,082$574,2690.01%
130BROADCOM INCAVGO3,250$560,6310.01%
131NETFLIX INCNFLX766$543,3010.01%
132ALPHABET INCGOOG3,163$524,5840.00%
133T-MOBILE US INCTMUSZ2,157$445,1190.00%
134A-MARK PRECIOUS METALS INCGOLD9,600$423,9360.00%
135GE AEROSPACE3696043012,133$402,2550.00%
136UNITED STS OIL FD LPUNTCW5,488$383,7210.00%
137CONOCOPHILLIPSCOP3,412$359,2670.00%
138MARSH & MCLENNAN COS INC5717481021,596$356,0520.00%
139CONSTELLATION ENERGY CORPCEG1,325$344,5750.00%
140LINDE PLCLIN720$343,3390.00%
141BROADCOM INCAVGO1,896$327,0600.00%
142SCHWAB STRATEGIC TR8085242014,611$312,8560.00%
143TESLA INCTSLA1,188$310,8160.00%
144FORD MTR CO34537086028,900$305,1840.00%
145QUALCOMM INCQCOM1,784$303,3690.00%
146KELLANOVABEKE3,700$298,6270.00%
147NATERA INCNTRA2,225$282,4640.00%
148PALANTIR TECHNOLOGIES INCPLTR7,544$280,6370.00%
149NAVIOS MARITIME PARTNERS L PNMM4,400$275,5720.00%
150UBIQUITI INCUI1,240$274,9330.00%
151COMFORT SYS USA INC199908104700$273,2450.00%
152IRON MTN INC DEL46284V1012,279$270,8140.00%
153SPOTIFY TECHNOLOGY S ASPOT715$263,4990.00%
154BURLINGTON STORES INCBURL994$261,8990.00%
155STATE STR CORPSTT-PG2,845$251,6970.00%
156NETFLIX INCNFLX352$249,6630.00%
157COSTCO WHSL CORP NEW22160K105271$240,2470.00%
158ADVANCED MICRO DEVICES INCAMD1,414$232,0090.00%
159PALANTI TECHNOLOGIES INCPLTR5,802$215,8340.00%
160NEXTERA ENERGY INCNEE-PW2,530$213,8790.00%
161ALPHABET INCGOOG1,272$212,6660.00%
162LOCKHEED MARTIN CORPLMT362$211,6110.00%
163COLGATE PALMOLIVE COCL1,995$207,1010.00%
164ALLSTATE CORPALL-PJ1,092$207,0980.00%
165INTUITIVE SURGICAL INCISRG420$206,3330.00%
166CENCORA INCCOR914$205,7230.00%
167PROSHARES TR II74347Y8887,888$200,5130.00%
168ELI LILLY & COLLY192$170,1000.00%
169T-MOBILE US INCTMUSZ824$170,0410.00%
170IRON MTN INC DEL46284V1011,376$163,5100.00%
171UBIQUITI INCUI731$162,0770.00%
172NATERA INCNTRA1,264$160,4650.00%
173COMFORT SYS USA INC199908104401$156,5300.00%
174SPOTIFY TECHNOLOGY S ASPOT419$154,4140.00%
175LINDE PLCLIN314$149,7340.00%
176ADVANCED MICRO DEVICES INCAMD908$148,9850.00%
177COSTCO WHSL CORP NEW22160K105144$127,6590.00%
178EQUINIX INCEQIX139$123,3810.00%
179BURLINGTON STORES INCBURL452$119,0930.00%
180INTUITIVE SURGICAL INCISRG208$102,1840.00%
181QUALCOMM IncQCOM566$96,2480.00%
182NRG ENERGY INCNRG928$84,5410.00%
183VIPER ENERGY INCVNOM1,763$79,5290.00%
184ADOBE INCADBE144$74,5600.00%
185INTUITINTU115$71,4150.00%
186PEPSICO INCPEP416$70,7410.00%
187COINBASE GLOBAL INCCOIN280$49,8880.00%
188MONOLITHIC PWR SYS INC60983910544$40,6780.00%
189MICROSTRATEGY INCSTRK229$38,6090.00%
190TEXAS INSTRS INC882508104149$30,7790.00%