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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 2024 · Filed February 5, 2025 · Accession 0001566728-25-000001

Total Value
$10.81B
Positions
164
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (164)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6635,100,385$466.3M4.31%
2GOLDMAN SACHS GROUP INCGSCE760,888$435.7M4.03%
3VISA INCV1,318,580$416.7M3.85%
4JPMORGAN CHASE & CO.VYLD1,632,295$391.3M3.62%
5HOME DEPOT INCHD964,955$375.4M3.47%
6MICROSOFT CORPMSFT888,763$374.6M3.46%
7HONEYWELL INTL INC4385161061,648,739$372.4M3.44%
8CME GROUP INCCME1,599,727$371.5M3.44%
9UNITEDHEALTH GROUP INCUNH710,766$359.5M3.33%
10CATERPILLAR INCCAT986,305$357.8M3.31%
11INTERNATIONAL BUSINESS MACHSINTR1,361,815$299.4M2.77%
12AMERICAN EXPRESS COAXP980,518$291.0M2.69%
13TJX COS INC NEW8725401092,396,778$289.6M2.68%
14PROCTER AND GAMBLE CO7427181091,700,584$285.1M2.64%
15AMGEN INCAMGN1,010,819$263.5M2.44%
16META PLATFORMS INCMETA384,760$225.3M2.08%
17VISA INCV669,718$211.7M1.96%
18UNITEDHEALTH GROUP INCUNH414,885$209.9M1.94%
19MICROSOFT CORPMSFT478,781$201.8M1.87%
20CHEVRON CORP NEWCVX1,391,023$201.5M1.86%
21HONEYWELL INTL INC438516106877,572$198.2M1.83%
22CATERPILLAR INCCAT544,903$197.7M1.83%
23CME GROUP INCCME836,096$194.2M1.80%
24VERIZON COMMUNICATIONS INCVZ4,851,041$194.0M1.79%
25AMPLIFY ETF TR0321086721,889,510$189.4M1.75%
26HOME DEPOT INCHD479,013$186.3M1.72%
27GOLDMAN SACHS GROUP INCGSCE325,189$186.2M1.72%
28JPMORGAN CHASE & CO.VYLD767,844$184.1M1.70%
29AMGEN INCAMGN703,297$183.3M1.70%
30FREEPORT-MCMORAN INCFCX4,758,222$181.2M1.68%
31AMERICAN EXPRESS COAXP537,150$159.4M1.47%
32INTERNATIONAL BUSINESS MACHSINTR711,078$156.3M1.45%
33TJX COS INC NEW8725401091,261,467$152.4M1.41%
34PROCTER AND GAMBLE CO742718109888,104$148.9M1.38%
35MCDONALDS CORPMCD505,168$146.4M1.35%
36DUKE ENERGY CORP NEWDUKB1,351,638$145.6M1.35%
37RTX CORPORATIONRTX1,208,305$139.8M1.29%
38MERCK & CO INCMRK1,299,824$129.3M1.20%
39META PLATFORMS INCMETA198,029$115.9M1.07%
40CHEVRON CORP NEWCVX798,856$115.7M1.07%
41VERIZON COMMUNICATIONS INCVZ2,798,032$111.9M1.03%
42MARATHON PETE CORPMARA768,405$107.2M0.99%
43FREEPORT-MCMORAN INCFCX2,752,954$104.8M0.97%
44FASTENAL COFAST1,177,900$84.7M0.78%
45MCDONALDS CORPMCD267,876$77.7M0.72%
46DUKE ENERGY CORP NEWDUKB713,706$76.9M0.71%
47RTX CORPORATIONRTX661,206$76.5M0.71%
48MERCK & CO INCMRK760,837$75.7M0.70%
49MARATHON PETE CORPMARA503,518$70.2M0.65%
50SPDR DOW JONES INDL AVERAGE78467X10998,785$42.0M0.39%
51SPDR S&P 500 ETF TRSPY52,412$30.7M0.28%
52RAYMOND JAMES FINL INC75473010994,260$14.6M0.14%
53APPLE INCAAPL51,384$12.9M0.12%
54INVESCO QQQ TRIVZ15,546$7.9M0.07%
55ELI LILLY & COLLY9,764$7.5M0.07%
56PACCAR INCPCAR56,193$5.8M0.05%
57QUEST DIAGNOSTICS INCDGX38,738$5.8M0.05%
58WALMART INCWMT62,483$5.6M0.05%
59STRYKER CORPORATIONSYK15,376$5.5M0.05%
60TEVA PHARMACEUTICAL INDS LTD881624209246,601$5.4M0.05%
61BARCLAYS PLCBCLYF401,701$5.3M0.05%
62SAP SESAPGF21,179$5.2M0.05%
63CAMECO CORPCCJ101,455$5.2M0.05%
64RELX PLCRLXXF111,806$5.1M0.05%
65SPDR SER TR78464A75587,644$5.0M0.05%
66ALIBABA GROUP HLDG LTDBBAAY53,076$4.5M0.04%
67ENBRIDGE INCENNPF104,199$4.4M0.04%
68PETROLEO BRASILEIRO SA PETRO71654V408342,752$4.4M0.04%
69PROSHARES TR74349Y753103,611$4.4M0.04%
70ICICI BANK LIMITEDIBN145,583$4.3M0.04%
71CANADIAN NAT RES LTD136385101139,203$4.3M0.04%
72SOUTHERN COPPER CORPSCCO43,961$4.0M0.04%
73FERRARI N VRACE9,106$3.9M0.04%
74TAIWAN SEMICONDUCTOR MFG LTD87403910019,324$3.8M0.04%
75NOVARTIS AGNVSEF38,590$3.8M0.03%
76MITSUBISHI UFJ FINL GROUP IN606822104319,363$3.7M0.03%
77AGNICO EAGLE MINES LTDAEM47,350$3.7M0.03%
78UNION PAC CORPUNP15,361$3.5M0.03%
79FLUTTER ENTMT PLCG3643J10813,162$3.4M0.03%
80CRH PLCCRH36,715$3.4M0.03%
81EMBRAER S.A.EMBJ91,013$3.3M0.03%
82SPDR GOLD TRGLD13,406$3.2M0.03%
83BANCOLOMBIA S A05968L10296,850$3.1M0.03%
84PHILIP MORRIS INTL INC71817210925,324$3.0M0.03%
85SELECT SECTOR SPDR TR81369Y60562,921$3.0M0.03%
86ASTRAZENECA PLCAZN45,802$3.0M0.03%
87BANCO BILBAO VIZCAYA ARGENTABBVXF302,764$2.9M0.03%
88COUPANG INCCPNG124,946$2.7M0.03%
89SUMITOMO MITSUI FINL GROUP I86562M209153,472$2.2M0.02%
90INTERCONTINENTAL HOTELS GROU45857P80617,440$2.2M0.02%
91INFOSYS LTDINFY97,654$2.1M0.02%
92APPLE INCAAPL7,962$2.0M0.02%
93BANCO MACRO SA05961W10520,582$2.0M0.02%
94TOTALENERGIES SETTE36,355$2.0M0.02%
95SK TELECOM LTDSKM93,417$2.0M0.02%
96BANCO SANTANDER S.A.BCDRF422,967$1.9M0.02%
97TRAVELERS COMPANIES INCTRV8,000$1.9M0.02%
98NU HLDGS LTDNU182,623$1.9M0.02%
99VODAFONE GROUP PLC NEW92857W308216,394$1.8M0.02%
100DIAGEO PLCDGEAF14,403$1.8M0.02%
101NVIDIA CORPORATIONNVDA13,436$1.8M0.02%
102NOVO-NORDISK A SNONOF20,792$1.8M0.02%
103BERKSHIRE HATHAWAY INC DELBRK-A3,877$1.8M0.02%
104CISCO SYS INCCSCO26,878$1.6M0.01%
105AMPLIFY ETF TR03210840937,846$1.5M0.01%
106YPF SOCIEDAD ANONIMAYPF35,801$1.5M0.01%
107AMPLIFY ETF TR03210867215,016$1.5M0.01%
108MAKEMYTRIP LIMITED MAURITIUSMMYT13,317$1.5M0.01%
109ASML HOLDING N VASMLF2,130$1.5M0.01%
110COCA-COLA FEMSA SAB DE CVCOCSF18,836$1.5M0.01%
111FULL TRUCK ALLIANCE CO LTDYMM128,935$1.4M0.01%
112Rio Tinto PLCRTNTF22,961$1.4M0.01%
113GERDAU SAGGB444,090$1.3M0.01%
114ABBVIE INCABBV6,735$1.2M0.01%
115AMAZON COM INCAMZN5,230$1.1M0.01%
116ALPHABET INCGOOG5,962$1.1M0.01%
117FUTU HLDGS LTDFUTU13,381$1.1M0.01%
118AMAZON COM INCAMZN4,738$1.0M0.01%
119TESLA INCTSLA2,320$936,9090.01%
120JOHNSON & JOHNSONJNJ6,465$934,9410.01%
121AGNICO EAGLE MINES LTDAEM11,705$915,4480.01%
122DEERE & CODE2,015$853,9300.01%
123BROADCOM INCAVGO3,430$795,2110.01%
124JINKOSOLAR HLDG CO LTDJKS30,209$752,2040.01%
125WHEATON PRECIOUS METALS CORPWPM13,132$738,5440.01%
126BHP GROUP LTDBHPLF14,056$686,3540.01%
127EXXON MOBIL CORPXOM6,328$680,6560.01%
128NETFLIX INCNFLX672$598,9670.01%
129PARKER-HANNIFIN CORPPH912$580,0590.01%
130GRUPO FINANCIERO GALICIA S.AGGAL8,760$545,9230.01%
131CAMECO CORPCCJ10,400$534,4560.00%
132SOUTHERN COSOMN5,879$483,9920.00%
133PEPSICO INCPEP2,818$428,5050.00%
134COCA COLA COKO6,819$424,5670.00%
135ISHARES TR4642875982,150$398,0300.00%
136UNITED PARCEL SERVICE INCUPS3,128$394,4950.00%
137GE AEROSPACE3696043012,133$355,7770.00%
138LOCKHEED MARTIN CORPLMT716$347,9330.00%
139NVIDIA CORPORATIONNVDA2,583$346,8710.00%
140CENCORA INCCOR1,537$345,3330.00%
141ALLSTATE CORPALL-PJ1,757$338,7320.00%
142WORKIVA INCWK3,000$328,5000.00%
143COLGATE PALMOLIVE COCL3,607$327,9120.00%
144SCHWAB STRATEGIC TR80852420113,693$317,4040.00%
145ENOVIX CORPORATIONENVX28,000$304,3600.00%
146SPOTIFY TECHNOLOGY S ASPOT676$302,4290.00%
147TIDEWATER INC NEWTDGMW5,500$300,9050.00%
148MICROSTRATEGY INCSTRK1,037$300,3360.00%
149KELLANOVABEKE3,700$299,5890.00%
150MARSH & MCLENNAN COS INC5717481021,400$297,3740.00%
151CONSTELLATION ENERGY CORPCEG1,326$296,6660.00%
152T-MOBILE US INCTMUSZ1,323$292,0260.00%
153ELI LILLY & COLLY348$268,6560.00%
154ORACLE CORPORCL-PD1,605$267,4570.00%
155BURLINGTON STORES INCBURL905$257,9790.00%
156TESLA INCTSLA614$247,9580.00%
157ISHARES TR4642876711,747$243,4440.00%
158ALPHABET INCGOOG1,272$242,2400.00%
159ALPHABET INCGOOG1,267$239,8430.00%
160COSTCO WHSL CORP NEW22160K105261$239,1460.00%
161ADVANCED MICRO DEVICES INCAMD1,958$236,5070.00%
162TARGA RES CORPTRGP1,308$233,4780.00%
163STATE STR CORPSTT-PG2,375$233,1060.00%
164EQUINIX INCEQIX243$229,1220.00%