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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

Strategic Wealth Partners, Ltd.

Quarter ended Q2 2023 · Filed April 24, 2023 · Accession 0001720777-23-000001

Total Value
$651.9M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITOL SER TR14064D5682,085,425$40.6M6.24%
2ISHARES TR46434V621512,060$25.6M3.93%
3ISHARES TR464288588269,662$25.5M3.92%
4SPDR SER TR78468R663238,464$21.9M3.36%
5SPDR SER TR78464A474738,255$21.9M3.36%
6ISHARES TR464287465279,427$20.0M3.07%
7MICROSOFT CORPMSFT53,702$15.5M2.37%
8ISHARES TR464288661126,771$14.9M2.29%
9APPLE INCAAPL85,284$14.1M2.16%
10INVESCO EXCHANGE TRADED FD TIVZ716,893$12.8M1.96%
11ISHARES TR464287242106,028$11.6M1.78%
12ISHARES TR464288679105,027$11.6M1.78%
13SPDR GOLD TRGLD62,898$11.5M1.77%
14SPDR SER TR78468R52380,544$8.0M1.23%
15ISHARES TR46428755660,199$7.8M1.19%
16ISHARES INC464286822127,651$7.6M1.17%
17GOLDMAN SACHS ETF TRNVGLF67,189$6.7M1.03%
18ORACLE CORPORCL-PD67,087$6.2M0.96%
19NEXTERA ENERGY INCNEE-PW79,791$6.2M0.94%
20DUKE ENERGY CORP NEWDUKB63,121$6.1M0.93%
21ISHARES TR46428720014,508$6.0M0.91%
22WALMART INCWMT38,653$5.7M0.87%
23JPMORGAN CHASE & COVYLD42,272$5.5M0.84%
24HONEYWELL INTL INC43851610627,919$5.3M0.82%
25BROADCOM INCAVGO8,088$5.2M0.80%
26VANECK ETF TRUST92189F106147,822$4.8M0.73%
27RAYTHEON TECHNOLOGIES CORPRTX46,949$4.6M0.71%
28DEERE & CODE11,118$4.6M0.70%
29BERKSHIRE HATHAWAY INC DELBRK-A14,834$4.6M0.70%
30ACCENTURE PLC IRELANDACN16,004$4.6M0.70%
31CONSTELLATION BRANDS INCSTZ19,816$4.5M0.69%
32ACTIVISION BLIZZARD INC00507V10952,019$4.5M0.68%
33AMERICAN EXPRESS COAXP26,703$4.4M0.68%
34CAMPBELL SOUP COCPB78,759$4.3M0.66%
35PROSHARES TR II74347Y854476,697$4.3M0.66%
36ROPER TECHNOLOGIES INCROP9,703$4.3M0.66%
37FMC CORPFMC34,749$4.2M0.65%
38VANGUARD BD INDEX FDS92193782753,662$4.1M0.63%
39KINDER MORGAN INC DELEP-PC234,103$4.1M0.63%
40PNC FINL SVCS GROUP INC69347510530,301$3.9M0.59%
41AMAZON COM INCAMZN37,222$3.8M0.59%
42ANHEUSER BUSCH INBEV SA/NVBUDFF57,192$3.8M0.59%
43CHUBB LIMITEDCB19,596$3.8M0.58%
44MERCK & CO INCMRK35,710$3.8M0.58%
45STRYKER CORPORATIONSYK12,929$3.7M0.57%
46ALPHABET INCGOOG35,420$3.7M0.56%
47SANOFISNYNF67,151$3.7M0.56%
48CAMECO CORPCCJ137,863$3.6M0.55%
49LILLY ELI & COLLY10,410$3.6M0.55%
50TJX COS INC NEW87254010945,349$3.6M0.55%
51STARBUCKS CORPSBUX33,536$3.5M0.54%
52CISCO SYS INCCSCO66,046$3.5M0.53%
53KIMBERLY-CLARK CORPKMB25,490$3.4M0.52%
54INTUITINTU7,590$3.4M0.52%
55STERIS PLCSTE17,389$3.3M0.51%
56AAON INCAAON33,919$3.3M0.50%
57VISA INCV14,470$3.3M0.50%
58ZOETIS INCZTS19,532$3.3M0.50%
59CVS HEALTH CORPCVS43,689$3.2M0.50%
60ARAMARKARMK85,690$3.1M0.47%
61GILEAD SCIENCES INCGILD35,778$3.0M0.46%
62INTERNATIONAL BUSINESS MACHSINTR22,470$2.9M0.45%
63AMGEN INCAMGN12,169$2.9M0.45%
64BAKER HUGHES COMPANYBKR100,100$2.9M0.44%
65UNITEDHEALTH GROUP INCUNH6,066$2.9M0.44%
66PHILIP MORRIS INTL INC71817210928,851$2.8M0.43%
67MONDELEZ INTL INC60920710540,169$2.8M0.43%
68DOMINION ENERGY INCD49,235$2.8M0.42%
69ABBVIE INCABBV17,219$2.7M0.42%
70CLOROX CO DELCLX17,142$2.7M0.42%
71NETAPP INCNTAP42,194$2.7M0.41%
72SAP SESAPGF21,171$2.7M0.41%
73AGNICO EAGLE MINES LTDAEM52,333$2.7M0.41%
74THE CIGNA GROUP12552310010,250$2.6M0.40%
75LOCKHEED MARTIN CORPLMT5,496$2.6M0.40%
76BLACKSTONE INCBX28,826$2.5M0.39%
77EMERSON ELEC COEMR28,085$2.4M0.38%
78ASTRAZENECA PLCAZN35,132$2.4M0.37%
79AMERICAN ELEC PWR CO INC02553710126,481$2.4M0.37%
80MEDTRONIC PLCMDT28,038$2.3M0.35%
81BAUSCH PLUS LOMB CORP071705107129,805$2.3M0.35%
82J P MORGAN EXCHANGE TRADED F46641Q33241,086$2.2M0.34%
83HENRY SCHEIN INCHSIC27,325$2.2M0.34%
84PFIZER INCPFE54,172$2.2M0.34%
85BRITISH AMERN TOB PLC11044810762,831$2.2M0.34%
86SYSCO CORPSYY28,289$2.2M0.34%
87PROLOGIS INC.PLDGP17,026$2.1M0.33%
88PUBLIC SVC ENTERPRISE GRP IN74457310633,230$2.1M0.32%
89PHILLIPS 66PSX20,386$2.1M0.32%
90NISOURCE INCNI73,380$2.1M0.31%
91VANGUARD WHITEHALL FDS92194681027,692$2.0M0.31%
92FIRSTENERGY CORPFE50,249$2.0M0.31%
93ERICSSON294821608342,431$2.0M0.31%
94SPDR S&P 500 ETF TRSPY4,880$2.0M0.31%
95VULCAN MATLS CO92916010911,574$2.0M0.30%
96UNILEVER PLCUNLYF37,739$2.0M0.30%
97VIATRIS INCVTRS202,952$2.0M0.30%
98AMCOR PLCAMCCF168,293$1.9M0.29%
99BUNGE LIMITEDBG19,847$1.9M0.29%
100DIAMONDBACK ENERGY INCFANG13,629$1.8M0.28%
101EXXON MOBIL CORPXOM16,537$1.8M0.28%
102THERMO FISHER SCIENTIFIC INCTMO3,037$1.8M0.27%
103COSTCO WHSL CORP NEW22160K1053,522$1.8M0.27%
104KONINKLIJKE PHILIPS N VRYLPF90,889$1.7M0.26%
105ISHARES TR46428815815,493$1.6M0.25%
106ISHARES TR46428864631,794$1.6M0.25%
107WALGREENS BOOTS ALLIANCE INC93142710845,061$1.6M0.24%
108AT&T INCT-PC79,326$1.5M0.23%
109T-MOBILE US INCTMUSZ10,472$1.5M0.23%
110NVIDIA CORPORATIONNVDA5,334$1.5M0.23%
111ALBERTSONS COS INC01309110370,827$1.5M0.23%
112ADVANCED MICRO DEVICES INCAMD14,817$1.5M0.22%
113HOME DEPOT INCHD4,876$1.4M0.22%
114AMERISOURCEBERGEN CORPCOR8,842$1.4M0.22%
115ISHARES TR46428722613,501$1.3M0.21%
116VANGUARD SPECIALIZED FUNDS9219088448,706$1.3M0.21%
117J P MORGAN EXCHANGE TRADED F46641Q83726,000$1.3M0.20%
118DIMENSIONAL ETF TRUST25434V70850,006$1.3M0.20%
119LAUDER ESTEE COS INC5184391045,152$1.3M0.19%
120ISHARES TR46428745715,050$1.2M0.19%
121SPDR SER TR78464A64945,440$1.2M0.18%
122PROCTER AND GAMBLE CO7427181097,763$1.2M0.18%
123HASBRO INCHAS21,434$1.2M0.18%
124CHEVRON CORP NEWCVX7,044$1.1M0.18%
125TESLA INCTSLA5,533$1.1M0.18%
126PROGRESSIVE CORP7433151037,662$1.1M0.17%
127BIOGEN INCBIIB3,886$1.1M0.17%
128TETRA TECH INC NEWTTEK7,177$1.1M0.16%
129DANAHER CORPORATION2358511024,146$1.0M0.16%
130WASTE MGMT INC DEL94106L1096,326$1.0M0.16%
131TELEDYNE TECHNOLOGIES INCTDY2,138$956,4560.15%
132SELECT SECTOR SPDR TR81369Y88614,018$948,8780.15%
133PLANET FITNESS INCPLNT12,145$943,3020.14%
134UBER TECHNOLOGIES INCUBER29,744$942,8850.14%
135TARGET CORPTGT5,674$939,8120.14%
136CANADA GOOSE HLDGS INCGOOS47,945$922,9410.14%
137BROWN & BROWN INCBRO15,949$915,7820.14%
138PAN AMERN SILVER CORP69790010847,488$864,2820.13%
139VANGUARD WHITEHALL FDS9219464068,159$860,7640.13%
140ABBOTT LABSABLZF8,352$845,7320.13%
141VANGUARD SCOTTSDALE FDS92206C40910,979$836,9370.13%
142DISNEY WALT CO2546871068,242$825,2480.13%
143GLOBAL X FDS37954Y37635,451$810,4090.12%
144ALPHABET INCGOOG7,723$803,1920.12%
145JOHNSON & JOHNSONJNJ5,140$796,6630.12%
146ISHARES GOLD TRIAU20,915$781,5940.12%
147PROSHARES TR74348A4678,496$775,1390.12%
148VERIZON COMMUNICATIONS INCVZ19,043$740,5820.11%
149PEPSICO INCPEP3,719$677,9740.10%
150MCDONALDS CORPMCD2,415$675,3290.10%
151META PLATFORMS INCMETA3,173$672,4860.10%
152VERTEX PHARMACEUTICALS INCVRTX2,132$671,7290.10%
153VANGUARD INDEX FDS9229087444,835$667,7650.10%
154SELECT SECTOR SPDR TR81369Y3088,825$659,3160.10%
155SPDR SER TR78468R73913,760$654,2880.10%
156S&P GLOBAL INCSPGI1,840$634,5170.10%
157ISHARES TR4642874325,884$625,8370.10%
158LOWES COS INC5486611073,127$625,3700.10%
159ISHARES TR46429B7475,931$588,5330.09%
160INVESCO QQQ TRIVZ1,810$580,8830.09%
161ISHARES TR46435G4256,414$580,1460.09%
162UNITED PARCEL SERVICE INCUPS2,975$577,0580.09%
163VANGUARD INDEX FDS9229087692,818$575,1540.09%
164ISHARES TR46434V86011,333$573,3360.09%
165ISHARES INC46434G76411,620$573,2370.09%
166BRISTOL-MYERS SQUIBB COCELG-RI8,220$569,7360.09%
167CHENIERE ENERGY INCLNG3,558$560,7320.09%
168LAM RESEARCH CORPLRCX1,057$560,4220.09%
169ISHARES TR46432F8428,362$559,0000.09%
170SHERWIN WILLIAMS COSHW2,477$556,8250.09%
171ISHARES TR4642871684,548$532,9350.08%
172ISHARES TR4642876552,960$528,1270.08%
173ISHARES TR4642878045,455$527,4990.08%
174SPDR SER TR78468R20016,462$500,9390.08%
175AMETEK INCAME3,352$487,1460.07%
176AIR PRODS & CHEMS INCAIIR1,688$484,8100.07%
177SYNOPSYS INCSNPS1,255$484,7440.07%
178UNION PAC CORPUNP2,394$481,8160.07%
179QUALCOMM INCQCOM3,753$478,8320.07%
180VANGUARD INDEX FDS9229083631,248$469,4370.07%
181SPDR S&P MIDCAP 400 ETF TRMDY1,018$466,6610.07%
182ISHARES TR4642882409,523$464,4160.07%
183VANGUARD INDEX FDS9229087361,854$462,4180.07%
184SALESFORCE INCCRM2,262$451,9020.07%
185MORGAN STANLEYMS-PQ5,092$447,0570.07%
186AXON ENTERPRISE INCAXON1,941$436,4340.07%
187ISHARES TR4642876141,723$420,9150.06%
188ISHARES TR46436E7184,159$418,3120.06%
189ENTERGY CORP NEWENO3,862$416,0920.06%
190AMPHENOL CORP NEW0320951015,004$408,9270.06%
191ISHARES TR46429B26717,035$398,2780.06%
192SPDR INDEX SHS FDS78463X88912,336$396,2420.06%
193LITMAN GREGORY FDS TR53700T82714,785$388,8460.06%
194SIMPLIFY EXCHANGE TRADED FUN82889N69916,505$386,5470.06%
195ISHARES TR4642884143,517$378,9040.06%
196INVESCO EXCHANGE TRADED FD TIVZ2,573$372,1140.06%
197NIKE INCNKE2,984$365,9750.06%
198EOG RES INCEOG3,160$362,2310.06%
199SELECT SECTOR SPDR TR81369Y5064,351$360,3930.06%
200GENERAL MLS INC3703341044,206$359,4450.06%
201ASPEN AEROGELS INCASPN47,730$355,5890.05%
202ISHARES SILVER TRSLV16,063$355,3140.05%
203ISHARES TR46428868711,365$354,8090.05%
204SELECT SECTOR SPDR TR81369Y8032,291$345,9640.05%
205CANADIAN PAC RY LTD13645T1004,413$339,5150.05%
206VANGUARD WORLD FDS92204A8762,277$335,9030.05%
207VANGUARD INTL EQUITY INDEX F9220427756,062$324,1250.05%
208ISHARES TR46432F3392,601$322,6930.05%
209PROSHARES TR74348A21013,196$316,3080.05%
210GALLAGHER ARTHUR J & CO3635761091,643$314,3220.05%
211EDWARDS LIFESCIENCES CORPEW3,773$312,1400.05%
212SPDR SER TR78464A8546,306$303,6340.05%
213FISERV INCFISV2,653$299,8690.05%
214GOLUB CAP BDC INC38173M10222,044$298,9220.05%
215PATTERSON COS INC70339510311,121$297,7090.05%
216PROSHARES TRSPOT24,138$294,0010.05%
217ISHARES INC46434G1035,909$288,3090.04%
218VANGUARD INTL EQUITY INDEX F9220428587,123$287,7840.04%
219ELEVANCE HEALTH INCELV624$286,7380.04%
220MODIVCARE INC60783X1043,396$285,5360.04%
221ENTERPRISE PRODS PARTNERS L29379210710,845$280,8860.04%
222FRESH DEL MONTE PRODUCE INCFDP9,295$279,8720.04%
223DIMENSIONAL ETF TRUST25434V4016,275$278,7980.04%
224ISHARES TR4642874402,809$278,4570.04%
225ADOBE SYSTEMS INCORPORATEDADBE708$272,8420.04%
226CINTAS CORPCTAS575$266,0410.04%
227ISHARES TR4642876221,172$263,9700.04%
228VANGUARD BD INDEX FDS9219378193,368$258,4600.04%
229COCA COLA COKO4,145$257,1060.04%
230SPDR SER TR78464A2927,538$255,9840.04%
231MARSH & MCLENNAN COS INC5717481021,535$255,6540.04%
232GENUINE PARTS COGPC1,510$252,6380.04%
233AUTOMATIC DATA PROCESSING INADP1,126$250,7510.04%
234SPDR SER TR78468R1018,219$240,2410.04%
235RESTAURANT BRANDS INTL INC76131D1033,577$240,1450.04%
236VANGUARD INDEX FDS9229086291,126$237,4960.04%
237BARCLAYS BANK PLC06748F3245,264$236,4060.04%
238MASTERCARD INCORPORATEDMA641$232,9460.04%
239BANK AMERICA CORP0605051048,113$232,0220.04%
240VANGUARD INDEX FDS9229086521,651$231,4230.04%
241L3HARRIS TECHNOLOGIES INCLHX1,169$229,4050.04%
242NORTHWESTERN CORPNWE3,812$220,5620.03%
243AVISTA CORPAVA5,145$218,4050.03%
244DOLLAR GEN CORP NEW256677105983$206,9710.03%
245BLACKROCK INCBLK307$205,4750.03%
246PROSHARES TR74347B42513,629$204,4350.03%
247JPMORGAN CHASE & COVYLD9,123$202,4390.03%
248INTEL CORPINTC6,147$200,8080.03%
249FORD MTR CO DEL34537086014,603$183,9940.03%
250ASHFORD INCAHT-PD12,892$163,5990.03%
251OWL ROCK CAPITAL CORPORATIONOWL12,237$154,3100.02%
252GOLDMAN SACHS BDC INCGSBD10,449$142,6260.02%
253HARMONY GOLD MINING CO LTDHGMCF28,842$118,2520.02%
254HECLA MNG CO42270410614,608$92,4690.01%
255B2GOLD CORPBTG19,003$74,8720.01%
256NOVAGOLD RES INC66987E20610,363$64,4580.01%
257AMERICAS GOLD AND SILVER COR03062D10075,863$36,4140.01%
258TELLURIAN INC NEW87968A10411,025$13,5610.00%