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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 Q1 2025 · Filed May 12, 2025 · Accession 0001566728-25-000005

Total Value
$11.53B
Positions
172
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (172)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R6635,419,049$497.1M4.31%
2VISA INCV1,222,370$428.4M3.71%
3GOLDMAN SACHS GROUP INCGSCE755,858$412.9M3.58%
4JPMORGAN CHASE & CO.VYLD1,642,476$402.9M3.49%
5CME GROUP INCCME1,413,928$375.1M3.25%
6HOME DEPOT INCHD988,680$362.3M3.14%
7MICROSOFT CORPMSFT918,528$344.8M2.99%
8INTERNATIONAL BUSINESS MACHSINTR1,357,008$337.4M2.93%
9CATERPILLAR INCCAT1,022,947$337.4M2.92%
10AMERICAN EXPRESS COAXP1,229,222$330.7M2.87%
11UNITEDHEALTH GROUP INCUNH586,902$307.4M2.67%
12PROCTER AND GAMBLE CO7427181091,790,124$305.1M2.64%
13HONEYWELL INTL INC4385161061,427,366$302.2M2.62%
14TJX COS INC NEW8725401092,477,006$301.7M2.62%
15META PLATFORMS INCMETA489,333$282.0M2.45%
16MCDONALDS CORPMCD786,159$245.6M2.13%
17CHEVRON CORP NEWCVX1,449,195$242.4M2.10%
18RTX CORPORATIONRTX1,784,626$236.4M2.05%
19APPLE INCAAPL1,055,265$234.4M2.03%
20SALESFORCE INCCRM836,885$224.6M1.95%
21VISA INCV614,798$215.5M1.87%
22AMGEN INCAMGN681,668$212.4M1.84%
23CME GROUP INCCME789,560$209.5M1.82%
24AMPLIFY ETF TR0321086722,041,362$204.5M1.77%
25CATERPILLAR INCCAT609,526$201.0M1.74%
26JPMORGAN CHASE & CO.VYLD814,932$199.9M1.73%
27HONEYWELL INTL INC438516106941,114$199.3M1.73%
28AMERICAN EXPRESS COAXP719,743$193.6M1.68%
29MICROSOFT CORPMSFT514,016$193.0M1.67%
30GOLDMAN SACHS GROUP INCGSCE352,399$192.5M1.67%
31HOME DEPOT INCHD523,089$191.7M1.66%
32INTERNATIONAL BUSINESS MACHSINTR760,608$189.1M1.64%
33UNITEDHEALTH GROUP INCUNH331,366$173.6M1.50%
34VERIZON COMMUNICATIONS INCVZ3,819,626$173.3M1.50%
35DUKE ENERGY CORP NEWDUKB1,405,686$171.5M1.49%
36PROCTER AND GAMBLE CO742718109971,908$165.6M1.44%
37TJX COS INC NEW8725401091,349,477$164.4M1.43%
38AGNICO EAGLE MINES LTDAEM1,446,634$156.8M1.36%
39META PLATFORMS INCMETA271,101$156.3M1.35%
40CHEVRON CORP NEWCVX811,928$135.8M1.18%
41MCDONALDS CORPMCD423,320$132.2M1.15%
42RTX CORPORATIONRTX986,019$130.6M1.13%
43APPLE INCAAPL570,735$126.8M1.10%
44AMGEN INCAMGN404,174$125.9M1.09%
45SALESFORCE INCCRM452,120$121.3M1.05%
46DUKE ENERGY CORP NEWDUKB763,496$93.1M0.81%
47FASTENAL COFAST1,177,928$91.3M0.79%
48AGNICO EAGLE MINES LTDAEM838,089$90.9M0.79%
49VERIZON COMMUNICATIONS INCVZ1,973,399$89.5M0.78%
50SPDR S&P 500 ETF TRSPY53,209$29.8M0.26%
51RAYMOND JAMES FINL INC75473010994,260$13.1M0.11%
52SPDR DOW JONES INDL AVERAGE78467X10924,644$10.3M0.09%
53BARCLAYS PLCBCLYF536,275$8.2M0.07%
54ELI LILLY & COLLY9,749$8.1M0.07%
55SAP SESAPGF28,241$7.6M0.07%
56RELX PLCRLXXF149,228$7.5M0.07%
57ENBRIDGE INCENNPF152,833$6.8M0.06%
58SPDR GOLD TRGLD23,305$6.7M0.06%
59WHEATON PRECIOUS METALS CORPWPM84,286$6.5M0.06%
60MITSUBISHI UFJ FINL GROUP IN606822104469,373$6.4M0.06%
61QUEST DIAGNOSTICS INCDGX37,718$6.4M0.06%
62TAIWAN SEMICONDUCTOR MFG LTD87403910037,650$6.2M0.05%
63NOVARTIS AGNVSEF51,460$5.7M0.05%
64STRYKER CORPORATIONSYK15,339$5.7M0.05%
65EMBRAER S.A.EMBJ121,531$5.6M0.05%
66BANCOLOMBIA S A05968L102137,088$5.5M0.05%
67PACCAR INCPCAR56,394$5.5M0.05%
68SELECT SECTOR SPDR TR81369Y605110,193$5.5M0.05%
69BANCO BILBAO VIZCAYA ARGENTABBVXF366,220$5.0M0.04%
70ON HLDG AGH5919C104107,449$4.7M0.04%
71CANADIAN NAT RES LTD136385101151,179$4.7M0.04%
72FLUTTER ENTMT PLCG3643J10820,461$4.5M0.04%
73ASTRAZENECA PLCAZN61,114$4.5M0.04%
74PETROLEO BRASILEIRO SA PETRO71654V408310,126$4.4M0.04%
75FULL TRUCK ALLIANCE CO LTDYMM343,239$4.4M0.04%
76PHILIP MORRIS INTL INC71817210927,172$4.3M0.04%
77CRH PLCCRH48,991$4.3M0.04%
78INVESCO QQQ TRIVZ9,082$4.3M0.04%
79SUMITOMO MITSUI FINL GROUP I86562M209271,808$4.2M0.04%
80WALMART INCWMT43,217$3.8M0.03%
81FERRARI N VRACE8,366$3.6M0.03%
82COUPANG INCCPNG162,230$3.6M0.03%
83EXXON MOBIL CORPXOM29,025$3.5M0.03%
84PROSHARES TR74349Y75372,556$3.2M0.03%
85SONY GROUP CORPSNEJF126,315$3.2M0.03%
86ISHARES TR46428746537,583$3.1M0.03%
87CAMECO CORPCCJ72,445$3.0M0.03%
88ALIBABA GROUP HLDG LTDBBAAY22,535$3.0M0.03%
89SOUTHERN COPPER CORPSCCO31,756$3.0M0.03%
90MERCADOLIBRE INCMELI1,518$3.0M0.03%
91NVIDIA CORPORATIONNVDA26,476$2.9M0.02%
92ISHARES SILVER TRSLV90,994$2.8M0.02%
93ASML HOLDING N VASMLF4,254$2.8M0.02%
94VODAFONE GROUP PLC NEW92857W308292,479$2.7M0.02%
95BANCO MACRO SA05961W10534,382$2.6M0.02%
96BANCO SANTANDER S.A.BCDRF378,766$2.5M0.02%
97QIFU TECHNOLOGY INCQFNHF54,534$2.4M0.02%
98ATLASSIAN CORPORATIONTEAM10,927$2.3M0.02%
99ICICI BANK LIMITEDIBN72,277$2.3M0.02%
100TRAVELERS COMPANIES INCTRV8,000$2.1M0.02%
101BERKSHIRE HATHAWAY INC DELBRK-A3,840$2.0M0.02%
102NU HLDGS LTDNU196,605$2.0M0.02%
103FUTU HLDGS LTDFUTU19,109$2.0M0.02%
104ISHARES TR46428743220,415$1.9M0.02%
105Rio Tinto PLCRTNTF30,617$1.8M0.02%
106AMAZON COM INCAMZN9,503$1.8M0.02%
107TOTALENERGIES SETTE27,409$1.8M0.02%
108AMPLIFY ETF TR032108847154,096$1.8M0.02%
109ALPHABET INCGOOG11,228$1.7M0.02%
110INTERCONTINENTAL HOTELS GROU45857P80615,378$1.7M0.01%
111YPF SOCIEDAD ANONIMAYPF47,747$1.7M0.01%
112AMPLIFY ETF TR03210840937,739$1.5M0.01%
113SHOPIFY INCSHOP15,041$1.4M0.01%
114ABBVIE INCABBV6,609$1.4M0.01%
115GLOBAL X FDS37954Y48380,712$1.3M0.01%
116GRUPO FINANCIERO GALICIA S.AGGAL23,248$1.3M0.01%
117NETFLIX INCNFLX1,336$1.2M0.01%
118TESLA INCTSLA4,777$1.2M0.01%
119UNION PAC CORPUNP5,171$1.2M0.01%
120FREEPORT-MCMORAN INCFCX29,379$1.1M0.01%
121REGIONS FINANCIAL CORP NEWRF-PF49,489$1.1M0.01%
122CISCO SYS INCCSCO16,481$1.0M0.01%
123BROADCOM INCAVGO5,720$957,7000.01%
124IRSA INVERSIONES Y REP S A45004730368,696$886,1780.01%
125AMAZON COM INCAMZN4,527$861,3070.01%
126JOHNSON & JOHNSONJNJ5,046$836,8610.01%
127CENCORA INCCOR2,703$751,6770.01%
128MCKESSON CORPMCK1,037$697,8910.01%
129T-MOBILE US INCTMUSZ2,491$664,3750.01%
130NVIDIA CORPORATIONNVDA6,018$652,2310.01%
131ALLSTATE CORPALL-PJ3,077$637,1540.01%
132ELI LILLY & COLLY768$634,2990.01%
133GLOBAL X FDS37954Y47514,908$588,7320.01%
134PARKER-HANNIFIN CORPPH912$554,3590.00%
135DEERE & CODE1,157$543,2310.00%
136COSTCO WHSL CORP NEW22160K105523$494,6430.00%
137COCA COLA COKO6,854$490,9020.00%
138MARATHON PETE CORPMARA3,291$479,4440.00%
139EQUINIX INCEQIX571$465,5650.00%
140LINDE PLCLIN975$453,9990.00%
141CELSIUS HLDGS INCCELH12,500$445,2500.00%
142TARGA RES CORPTRGP1,911$383,0980.00%
143ADVANCED MICRO DEVICES INCAMD3,656$375,6170.00%
144NETFLIX INCNFLX393$366,4840.00%
145SPOTIFY TECHNOLOGY S ASPOT664$365,2200.00%
146GE AEROSPACE3696043011,758$351,8820.00%
147MERCK & CO INCMRK3,847$345,3400.00%
148INTUITIVE SURGICAL INCISRG693$343,2220.00%
149MARSH & MCLENNAN COS INC5717481021,400$341,6420.00%
150DOORDASH INCDASH1,865$340,8660.00%
151ORACLE CORPORCL-PD2,401$335,6840.00%
152ROBINHOOD MKTS INC7707001027,966$331,5450.00%
153UNITED PARCEL SERVICE INCUPS2,966$326,2790.00%
154PEPSICO INCPEP2,057$308,4270.00%
155KELLANOVABEKE3,700$305,2130.00%
156CONSTELLATION ENERGY CORPCEG1,327$267,6310.00%
157LAM RESEARCH CORPLRCX3,505$254,8140.00%
158VERTEX PHARMACEUTICALS INCVRTX517$250,6520.00%
159PEPSICO INCPEP1,667$249,9500.00%
160TEXAS PACIFIC LAND CORPORATITPL176$233,1980.00%
161CAPITAL ONE FINL CORP14040H1051,300$233,0900.00%
162HOWMET AEROSPACE INCHWM1,785$231,5680.00%
163WORKIVA INCWK3,000$227,7300.00%
164PALO ALTO NETWORKS INCPANW1,301$222,0030.00%
165ALPHABET INCGOOG1,425$220,3620.00%
166ROBLOX CORPRBLX3,736$217,7710.00%
167STATE STR CORPSTT-PG2,375$212,6340.00%
168ALPHABET INCGOOG1,332$208,0980.00%
169SCHWAB STRATEGIC TR8085242019,349$206,4260.00%
170CISCO SYS INCCSCO2,578$159,0880.00%
171QUALCOMM INCQCOM971$149,1550.00%
172APPLE INCAAPL300$30.00%