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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 Q2 2025 · Filed August 7, 2025 · Accession 0001566728-25-000006

Total Value
$12.68B
Positions
172
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (172)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS GROUP INCGSCE683,784$483.9M3.82%
2JPMORGAN CHASE & CO.VYLD1,636,999$474.6M3.74%
3META PLATFORMS INCMETA621,048$458.4M3.61%
4MICROSOFT CORPMSFT874,271$434.9M3.43%
5VISA INCV1,218,248$432.5M3.41%
6INTERNATIONAL BUSINESS MACHSINTR1,466,212$432.2M3.41%
7CATERPILLAR INCCAT1,095,906$425.4M3.35%
8RTX CORPORATIONRTX2,738,585$399.9M3.15%
9CME GROUP INCCME1,426,654$393.2M3.10%
10SPDR SERIES TRUST78468R6634,141,721$379.9M3.00%
11AMERICAN EXPRESS COAXP1,173,700$374.4M2.95%
12HOME DEPOT INCHD1,009,805$370.2M2.92%
13HONEYWELL INTL INC4385161061,445,199$336.6M2.65%
14APPLE INCAAPL1,622,207$332.8M2.62%
15TJX COS INC NEW8725401092,415,039$298.2M2.35%
16PROCTER AND GAMBLE CO7427181091,822,688$290.4M2.29%
17MCDONALDS CORPMCD980,150$286.4M2.26%
18INTERNATIONAL BUSINESS MACHSINTR852,353$251.3M1.98%
19META PLATFORMS INCMETA339,553$250.6M1.98%
20MICROSOFT CORPMSFT476,592$237.1M1.87%
21RTX CORPORATIONRTX1,613,755$235.6M1.86%
22VISA INCV655,967$232.9M1.84%
23AMGEN INCAMGN819,101$228.7M1.80%
24HOME DEPOT INCHD616,477$226.0M1.78%
25GOLDMAN SACHS GROUP INCGSCE317,510$224.7M1.77%
26JPMORGAN CHASE & CO.VYLD768,226$222.7M1.76%
27CME GROUP INCCME791,986$218.3M1.72%
28CHEVRON CORP NEWCVX1,491,187$213.5M1.68%
29AMERICAN EXPRESS COAXP657,551$209.7M1.65%
30CATERPILLAR INCCAT537,944$208.8M1.65%
31HONEYWELL INTL INC438516106871,291$202.9M1.60%
32APPLE INCAAPL915,136$187.8M1.48%
33MCDONALDS CORPMCD629,924$184.0M1.45%
34PROCTER AND GAMBLE CO7427181091,133,122$180.5M1.42%
35TJX Cos Inc/The8725401091,450,597$179.1M1.41%
36AMPLIFY ETF TR0321086721,736,725$174.0M1.37%
37AGNICO EAGLE MINES LTDAEM1,446,412$172.0M1.36%
38DUKE ENERGY CORP NEWDUKB1,410,624$166.5M1.31%
39VERIZON COMMUNICATIONS INCVZ3,806,339$164.7M1.30%
40COCA COLA COKO2,254,601$159.5M1.26%
41CHEVRON CORP NEWCVX974,271$139.5M1.10%
42AMGEN INCAMGN479,209$133.8M1.06%
43AGNICO EAGLE MINES LTDAEM1,009,333$120.0M0.95%
44FASTENAL COFAST2,355,800$98.9M0.78%
45DUKE ENERGY CORP NEWDUKB824,010$97.2M0.77%
46VERIZON COMMUNICATIONS INCVZ2,129,959$92.2M0.73%
47COCA COLA COKO1,273,166$90.1M0.71%
48MERCK & CO INCMRK1,007,833$79.8M0.63%
49MERCK & CO INCMRK578,953$45.8M0.36%
50SPDR S&P 500 ETF TRSPY55,181$34.1M0.27%
51RAYMOND JAMES FINL INC75473010994,260$14.5M0.11%
52SAP SESAPGF41,905$12.7M0.10%
53TAIWAN SEMICONDUCTOR MFG LTD87403910051,950$11.8M0.09%
54Embraer SAEMBJ201,250$11.5M0.09%
55MITSUBISHI UFJ FINL GROUP IN606822104810,026$11.1M0.09%
56Novartis AGNVSEF90,385$10.9M0.09%
57GRUPO CIBEST SACIB216,218$10.0M0.08%
58NVIDIA CORPORATIONNVDA62,231$9.8M0.08%
59Cameco CorpCCJ129,130$9.6M0.08%
60PHILIP MORRIS INTL INC71817210952,367$9.5M0.08%
61BARCLAYS PLCBCLYF505,937$9.4M0.07%
62ICICI Bank LtdIBN276,153$9.3M0.07%
63RELX PLCRLXXF170,087$9.2M0.07%
64Sumitomo Mitsui Financial Group Inc86562M209597,575$9.0M0.07%
65Banco Bilbao Vizcaya Argentaria SABBVXF505,420$7.8M0.06%
66SONY GROUP CORPSNEJF296,354$7.7M0.06%
67ISHARES SILVER TRSLV233,389$7.7M0.06%
68ELI LILLY & COLLY9,803$7.6M0.06%
69SPDR DOW JONES INDL AVERAGE78467X10915,822$7.0M0.05%
70QUEST DIAGNOSTICS INCDGX36,795$6.6M0.05%
71WHEATON PRECIOUS METALS CORPWPM69,894$6.3M0.05%
72MercadoLibre IncMELI2,386$6.2M0.05%
73Enbridge IncENNPF134,095$6.1M0.05%
74SELECT SECTOR SPDR TR81369Y605115,929$6.1M0.05%
75Alibaba Group Holding LtdBBAAY53,455$6.1M0.05%
76STRYKER CORPORATIONSYK15,281$6.0M0.05%
77ASML Holding NVASMLF7,486$6.0M0.05%
78ASTRAZENECA PLCAZN84,314$5.9M0.05%
79SEA LTDSE36,733$5.9M0.05%
80CANADIAN NAT RES LTD136385101184,685$5.8M0.05%
81FERRARI NVRACE11,466$5.6M0.04%
82ISHARES TR46428746562,527$5.6M0.04%
83PACCAR INCPCAR57,154$5.4M0.04%
84Coupang IncCPNG165,077$4.9M0.04%
85AMAZON COM INCAMZN22,523$4.9M0.04%
86TENCENT MUSIC ENTMT GROUPXHLD240,258$4.7M0.04%
87Southern Copper CorpSCCO44,174$4.5M0.04%
88ALPHABET INCGOOG24,748$4.4M0.03%
89UNILEVER PLCUNLYF67,694$4.1M0.03%
90NETFLIX INCNFLX2,953$4.0M0.03%
91BROADCOM INCAVGO14,278$3.9M0.03%
92SPDR GOLD TRGLD11,063$3.4M0.03%
93DEUTSCHE BANK AGD18190898114,888$3.4M0.03%
94SELECT SECTOR SPDR TR81369Y70422,725$3.4M0.03%
95Vodafone Group PLC92857W308313,863$3.3M0.03%
96BANCO DE CHILE059520106109,563$3.3M0.03%
97Petroleo Brasileiro SA - Petrobras71654V408255,950$3.2M0.03%
98Banco Santander SABCDRF379,886$3.2M0.02%
99NOVO-NORDISK A SNONOF45,286$3.1M0.02%
100EXXON MOBIL CORPXOM28,313$3.1M0.02%
101KOREA ELEC PWR CORP500631106203,428$2.9M0.02%
102AMPLIFY ETF TR03210867227,632$2.8M0.02%
103PROSHARES TR74349Y75366,751$2.6M0.02%
104AMAZON COM INCAMZN10,965$2.4M0.02%
105ADVANCED MICRO DEVICES INCAMD16,491$2.3M0.02%
106TOTALENERGIES SETTE37,809$2.3M0.02%
107GRUPO AEROPORTUARIO DEL CENT40050110221,902$2.3M0.02%
108INVESCO QQQ TRIVZ4,009$2.2M0.02%
109GRUPO AEROPUERTO DEL PACIFIC4005061019,624$2.2M0.02%
110WALMART INCWMT22,368$2.2M0.02%
111TRAVELERS COMPANIES INCTRV8,000$2.1M0.02%
112Tesla IncTSLA6,611$2.1M0.02%
113UNITEDHEALTH GROUP INCUNH6,681$2.1M0.02%
114BERKSHIRE HATHAWAY INC DELBRK-A3,840$1.9M0.01%
115NU Holdings Ltd/Cayman IslandsNU123,968$1.7M0.01%
116CENCORA INCCOR5,605$1.7M0.01%
117AMPLIFY ETF TR03210840938,079$1.6M0.01%
118McKesson CorpMCK2,199$1.6M0.01%
119T-MOBILE US INCTMUSZ6,581$1.6M0.01%
120IRSA INVERSIONES Y REP S A450047303111,735$1.6M0.01%
121GRUPO FINANCIERO GALICIA S.AGGAL30,745$1.5M0.01%
122Banco Macro SA05961W10521,802$1.5M0.01%
123YPF SOCIEDAD ANONIMAYPF46,847$1.5M0.01%
124ALLSTATE CORPALL-PJ7,277$1.5M0.01%
125Oracle CorpORCL-PD6,593$1.4M0.01%
126ELI LILLY & COLLY1,818$1.4M0.01%
127SALESFORCE INCCRM5,154$1.4M0.01%
128ROBINHOOD MKTS INC77070010214,309$1.3M0.01%
129Costco Wholesale Corp22160K1051,338$1.3M0.01%
130UNION PAC CORPUNP5,495$1.3M0.01%
131NVIDIA CORPORATIONNVDA7,868$1.2M0.01%
132SPOTIFY TECHNOLOGY S ASPOT1,574$1.2M0.01%
133CISCO SYS INCCSCO17,370$1.2M0.01%
134ROBLOX CORPRBLX11,266$1.2M0.01%
135REGIONS FINANCIAL CORP NEWRF-PF49,489$1.2M0.01%
136Linde PLCLIN2,460$1.2M0.01%
137DoorDash IncDASH4,385$1.1M0.01%
138HOWMET AEROSPACE INCHWM5,334$992,8170.01%
139JOHNSON & JOHNSONJNJ5,626$859,3280.01%
140PALO ALTO NETWORKS INCPANW3,936$805,4630.01%
141YUM BRANDS INCYUM4,400$651,9920.01%
142DEERE & CODE1,262$641,9250.01%
143PARKER-HANNIFIN CORPPH912$637,0050.01%
144E L F BEAUTY INCELF4,997$621,8270.00%
145NETFLIX INCNFLX449$601,2690.00%
146BOEING COBA-PA2,840$595,0650.00%
147MARATHON PETE CORPMARA3,431$569,8520.00%
148FREEPORT-MCMORAN INCFCX12,746$552,5180.00%
149BROADCOM INCAVGO1,893$521,8050.00%
150CELSIUS HLDGS INCCELH10,600$491,7340.00%
151Equinix IncEQIX617$490,8050.00%
152JABIL INCJBL2,196$478,9480.00%
153CISCO SYS INCCSCO6,761$469,0710.00%
154GE AEROSPACE3696043011,758$452,5180.00%
155MICROSTRATEGY INCSTRK1,100$444,6530.00%
156CONSTELLATION ENERGY CORPCEG1,328$428,7020.00%
157Intuitive Surgical IncISRG781$424,4030.00%
158PALANTI TECHNOLOGIES INCPLTR2,940$400,7810.00%
159ALPHABET INCGOOG2,131$375,5820.00%
160SPOTIFY TECHNOLOGY S ASPOT430$329,9560.00%
161MARSH & MCLENNAN COS INC5717481021,400$306,0960.00%
162KELLANOVABEKE3,700$294,2610.00%
163PEPSICO INCPEP2,124$280,4530.00%
164CAPITAL ONE FINL CORP14040H1051,300$276,5880.00%
165STATE STR CORPSTT-PG2,375$252,5580.00%
166ALPHABET INCGOOG1,332$236,2830.00%
167SCHWAB STRATEGIC TR8085242019,511$232,4490.00%
168GE VERNOVA INCGEV438$231,7680.00%
169EMERSON ELEC COEMR1,600$213,3280.00%
170CINTAS CORPCTAS949$211,5040.00%
171AMPLIFY ETF TR0321085247,516$207,4510.00%
172WORKIVA INCWK3,000$205,3500.00%