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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 0001720777-23-000002

Total Value
$538.3M
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITOL SER TR14064D5681,698,941$27.3M5.07%
2ISHARES TR46434V621434,538$21.7M4.04%
3ISHARES TR464288588211,558$19.6M3.65%
4SPDR SER TR78464A474594,478$17.5M3.24%
5ISHARES TR464287465230,744$15.1M2.81%
6MICROSOFT CORPMSFT50,851$12.2M2.27%
7ISHARES TR464288661101,234$11.6M2.16%
8APPLE INCAAPL80,912$10.5M1.95%
9INVESCO EXCHANGE TRADED FD TIVZ585,025$9.8M1.82%
10ISHARES TR46428867987,305$9.6M1.78%
11SPDR GOLD TRGLD55,273$9.4M1.74%
12ISHARES TR46428724285,721$9.0M1.68%
13SPDR SER TR78464A789162,886$6.7M1.24%
14ISHARES TR46428755650,805$6.7M1.24%
15SPDR SER TR78468R66372,585$6.6M1.23%
16HONEYWELL INTL INC43851610627,286$5.8M1.09%
17JPMORGAN CHASE & COVYLD41,489$5.6M1.03%
18ORACLE CORPORCL-PD66,492$5.4M1.01%
19NEXTERA ENERGY INCNEE-PW63,886$5.3M0.99%
20ISHARES INC464286822107,296$5.3M0.99%
21WALMART INCWMT37,012$5.2M0.97%
22DUKE ENERGY CORP NEWDUKB50,828$5.2M0.97%
23ISHARES TR46428720013,526$5.2M0.97%
24GOLDMAN SACHS ETF TRNVGLF47,994$4.8M0.89%
25AGNICO EAGLE MINES LTDAEM91,280$4.7M0.88%
26CAMPBELL SOUP COCPB81,798$4.6M0.86%
27FMC CORPFMC36,735$4.6M0.85%
28DEERE & CODE10,636$4.6M0.85%
29BERKSHIRE HATHAWAY INC DELBRK-A14,513$4.5M0.83%
30RAYTHEON TECHNOLOGIES CORPRTX43,399$4.4M0.81%
31BROADCOM INCAVGO7,807$4.4M0.81%
32AMGEN INCAMGN16,389$4.3M0.80%
33MERCK & CO INCMRK37,558$4.2M0.77%
34ROPER TECHNOLOGIES INCROP9,256$4.0M0.74%
35ACCENTURE PLC IRELANDACN14,611$3.9M0.72%
36AMERICAN EXPRESS COAXP25,741$3.8M0.71%
37ACTIVISION BLIZZARD INC00507V10948,968$3.7M0.70%
38LILLY ELI & COLLY9,958$3.6M0.68%
39CONSTELLATION BRANDS INCSTZ15,641$3.6M0.67%
40CVS HEALTH CORPCVS37,669$3.5M0.65%
41AMAZON COM INCAMZN40,930$3.4M0.64%
42CIGNA CORP NEW12552310010,348$3.4M0.64%
43ALPHABET INCGOOG37,554$3.3M0.62%
44TJX COS INC NEW87254010941,590$3.3M0.61%
45SANOFISNYNF68,219$3.3M0.61%
46UNITEDHEALTH GROUP INCUNH6,128$3.2M0.60%
47STRYKER CORPORATIONSYK13,023$3.2M0.59%
48GILEAD SCIENCES INCGILD36,812$3.2M0.59%
49STARBUCKS CORPSBUX31,277$3.1M0.58%
50PNC FINL SVCS GROUP INC69347510519,079$3.0M0.56%
51CHUBB LIMITEDCB13,583$3.0M0.56%
52CAMECO CORPCCJ126,686$2.9M0.53%
53LOCKHEED MARTIN CORPLMT5,705$2.8M0.52%
54INTUITINTU7,046$2.7M0.51%
55ZOETIS INCZTS18,642$2.7M0.51%
56BAKER HUGHES COMPANYBKR91,956$2.7M0.50%
57PHILIP MORRIS INTL INC71817210926,765$2.7M0.50%
58VISA INCV12,953$2.7M0.50%
59BRITISH AMERN TOB PLC11044810766,615$2.7M0.49%
60STERIS PLCSTE14,343$2.6M0.49%
61AMERICAN ELEC PWR CO INC02553710127,822$2.6M0.49%
62NETAPP INCNTAP43,439$2.6M0.48%
63TARGET CORPTGT17,256$2.6M0.48%
64ARAMARKARMK62,206$2.6M0.48%
65PFIZER INCPFE49,884$2.6M0.47%
66VANGUARD BD INDEX FDS92193782733,326$2.5M0.47%
67AAON INCAAON33,044$2.5M0.46%
68ABBVIE INCABBV15,347$2.5M0.46%
69MONDELEZ INTL INC60920710537,061$2.5M0.46%
70CISCO SYS INCCSCO51,299$2.4M0.45%
71KIMBERLY-CLARK CORPKMB17,776$2.4M0.45%
72VIATRIS INCVTRS216,740$2.4M0.45%
73VANGUARD WHITEHALL FDS92194681034,644$2.4M0.45%
74EMERSON ELEC COEMR24,872$2.4M0.44%
75ANHEUSER BUSCH INBEV SA/NVBUDFF38,409$2.3M0.43%
76ASTRAZENECA PLCAZN32,710$2.2M0.41%
77PUBLIC SVC ENTERPRISE GRP IN74457310635,838$2.2M0.41%
78SAP SESAPGF20,957$2.2M0.40%
79NISOURCE INCNI76,964$2.1M0.39%
80ERICSSON294821608346,835$2.0M0.38%
81BLACKSTONE INCBX27,167$2.0M0.37%
82INTERNATIONAL BUSINESS MACHSINTR14,290$2.0M0.37%
83SYSCO CORPSYY25,553$2.0M0.36%
84PHILLIPS 66PSX18,763$2.0M0.36%
85DOMINION ENERGY INCD31,330$1.9M0.36%
86VULCAN MATLS CO92916010910,854$1.9M0.35%
87EXXON MOBIL CORPXOM16,692$1.8M0.34%
88THERMO FISHER SCIENTIFIC INCTMO3,310$1.8M0.34%
89SPDR S&P 500 ETF TRSPY4,747$1.8M0.34%
90AMCOR PLCAMCCF151,143$1.8M0.33%
91MEDTRONIC PLCMDT23,079$1.8M0.33%
92KINDER MORGAN INC DELEP-PC98,959$1.8M0.33%
93DIAMONDBACK ENERGY INCFANG12,754$1.7M0.32%
94PROLOGIS INC.PLDGP15,306$1.7M0.32%
95HOME DEPOT INCHD5,319$1.7M0.31%
96COSTCO WHSL CORP NEW22160K1053,549$1.6M0.30%
97CLOROX CO DELCLX10,935$1.5M0.29%
98ISHARES TR46428815814,253$1.5M0.28%
99FIRSTENERGY CORPFE35,149$1.5M0.27%
100ISHARES TR46428864629,288$1.5M0.27%
101HENRY SCHEIN INCHSIC17,732$1.4M0.26%
102AT&T INCT-PC75,928$1.4M0.26%
103BAUSCH PLUS LOMB CORP07170510789,941$1.4M0.26%
104ALBERTSONS COS INC01309110367,046$1.4M0.26%
105T-MOBILE US INCTMUSZ9,856$1.4M0.26%
106LAUDER ESTEE COS INC5184391045,466$1.4M0.25%
107ISHARES TR46428745716,412$1.3M0.25%
108UNILEVER PLCUNLYF26,077$1.3M0.24%
109AMERISOURCEBERGEN CORPCOR7,694$1.3M0.24%
110DIMENSIONAL ETF TRUST25434V70850,006$1.2M0.23%
111PROCTER AND GAMBLE CO7427181097,781$1.2M0.22%
112BIOGEN INCBIIB4,247$1.2M0.22%
113VANGUARD SPECIALIZED FUNDS9219088447,719$1.2M0.22%
114TETRA TECH INC NEWTTEK7,552$1.1M0.20%
115DANAHER CORPORATION2358511024,111$1.1M0.20%
116WALGREENS BOOTS ALLIANCE INC93142710828,811$1.1M0.20%
117SHERWIN WILLIAMS COSHW4,374$1.0M0.19%
118SELECT SECTOR SPDR TR81369Y88614,625$1.0M0.19%
119ISHARES TR46428743210,246$1.0M0.19%
120ADVANCED MICRO DEVICES INCAMD15,244$987,3540.18%
121PROGRESSIVE CORP7433151037,595$985,0950.18%
122WASTE MGMT INC DEL94106L1096,235$978,1950.18%
123JOHNSON & JOHNSONJNJ5,529$976,7460.18%
124J P MORGAN EXCHANGE TRADED F46641Q83718,922$948,5790.18%
125ABBOTT LABSABLZF8,612$945,5210.18%
126PLANET FITNESS INCPLNT11,728$924,1660.17%
127KONINKLIJKE PHILIPS N VRYLPF60,951$913,6550.17%
128VANGUARD INDEX FDS9229087446,492$911,2260.17%
129VANGUARD SCOTTSDALE FDS92206C40911,827$889,2550.17%
130ISHARES INC46434G76418,525$879,3710.16%
131BROWN & BROWN INCBRO15,170$864,2610.16%
132TELEDYNE TECHNOLOGIES INCTDY2,145$857,8070.16%
133VANGUARD WHITEHALL FDS9219464067,862$850,7210.16%
134J P MORGAN EXCHANGE TRADED F46641Q33215,423$840,3990.16%
135VERIZON COMMUNICATIONS INCVZ20,718$816,2790.15%
136CHEVRON CORP NEWCVX4,538$814,5260.15%
137NVIDIA CORPORATIONNVDA5,499$803,6500.15%
138SPDR SER TR78464A64931,925$802,2670.15%
139ISHARES TR4642872268,240$799,1980.15%
140CANADA GOOSE HLDGS INCGOOS44,356$789,9800.15%
141SELECT SECTOR SPDR TR81369Y30810,188$759,5150.14%
142ISHARES TR46435G4258,605$729,2740.14%
143SPDR SER TR78468R73915,491$727,7670.14%
144ISHARES TR4642878047,660$724,9420.13%
145ISHARES TR46429B7477,451$722,4490.13%
146GLOBAL X FDS37954Y37631,852$716,6620.13%
147UBER TECHNOLOGIES INCUBER28,214$697,7320.13%
148DISNEY WALT CO2546871068,027$697,3650.13%
149ALPHABET INCGOOG7,710$684,1080.13%
150TESLA INCTSLA5,471$673,9700.13%
151MCDONALDS CORPMCD2,529$666,5330.12%
152PROSHARES TR74348A4677,275$654,6650.12%
153LOWES COS INC5486611073,181$633,7820.12%
154PEPSICO INCPEP3,490$630,5030.12%
155BRISTOL-MYERS SQUIBB COCELG-RI8,403$604,6240.11%
156ISHARES TR4642871684,859$585,9950.11%
157INVESCO QQQ TRIVZ2,144$570,9460.11%
158VANGUARD INDEX FDS9229087362,669$568,6990.11%
159VERTEX PHARMACEUTICALS INCVRTX1,958$565,4310.11%
160EDWARDS LIFESCIENCES CORPEW7,486$558,5300.10%
161VANGUARD INDEX FDS9229083631,588$557,9280.10%
162CHENIERE ENERGY INCLNG3,716$557,2270.10%
163AXON ENTERPRISE INCAXON3,352$556,1970.10%
164UNITED PARCEL SERVICE INCUPS3,167$550,4720.10%
165LAM RESEARCH CORPLRCX1,306$548,9530.10%
166UNION PAC CORPUNP2,632$545,0080.10%
167MORGAN STANLEYMS-PQ6,232$529,8250.10%
168SPDR SER TR78468R20017,263$524,6230.10%
169SCHWAB STRATEGIC TR80852420111,538$520,9410.10%
170AMETEK INCAME3,702$517,2430.10%
171ISHARES TR46429B26721,804$495,3870.09%
172PAN AMERN SILVER CORP69790010830,175$493,0600.09%
173QUALCOMM INCQCOM4,328$475,8410.09%
174SPDR S&P MIDCAP 400 ETF TRMDY1,074$475,5560.09%
175PIMCO ETF TR72201R8334,813$474,8020.09%
176VANGUARD INDEX FDS9229087692,436$465,7390.09%
177META PLATFORMS INCMETA3,828$460,6620.09%
178ISHARES TR4642876552,637$459,8410.09%
179SYNOPSYS INCSNPS1,431$456,9040.08%
180NIKE INCNKE3,773$441,4950.08%
181EOG RES INCEOG3,360$435,1870.08%
182ENTERGY CORP NEWENO3,840$432,0000.08%
183INVESCO EXCHANGE TRADED FD TIVZ2,978$420,6570.08%
184SPDR INDEX SHS FDS78463X88914,066$417,6290.08%
185PROSHARES TRSPOT28,224$415,4570.08%
186SELECT SECTOR SPDR TR81369Y8033,210$399,4520.07%
187SELECT SECTOR SPDR TR81369Y5064,543$397,3760.07%
188AMPHENOL CORP NEW0320951015,207$396,4610.07%
189SALESFORCE INCCRM2,990$396,4440.07%
190SCHWAB STRATEGIC TR80852475513,592$395,1190.07%
191VANGUARD BD INDEX FDS9219378195,308$394,4910.07%
192SPDR SER TR78464A8548,632$388,2670.07%
193PROSHARES TR74348A21015,496$381,2020.07%
194SCHWAB STRATEGIC TR80852480511,466$369,3190.07%
195ISHARES TR46432F3393,198$364,4440.07%
196ISHARES GOLD TRIAU10,421$360,4620.07%
197ADOBE SYSTEMS INCORPORATEDADBE1,059$356,3850.07%
198ISHARES SILVER TRSLV15,722$346,1980.06%
199ISHARES TR4642882407,378$335,6790.06%
200ISHARES TR46432F8425,409$333,4110.06%
201ISHARES TR46428868710,851$331,2850.06%
202ISHARES TR4642884143,128$330,1190.06%
203MODIVCARE INC60783X1043,673$329,5780.06%
204ASPEN AEROGELS INCASPN27,927$329,2590.06%
205CANADIAN PAC RY LTD13645T1004,312$321,6120.06%
206ISHARES TR4642874403,312$317,2560.06%
207VANGUARD INTL EQUITY INDEX F9220427756,061$303,9170.06%
208GALLAGHER ARTHUR J & CO3635761091,596$300,9100.06%
209GENUINE PARTS COGPC1,686$292,5380.05%
210ISHARES TR46434V6136,391$287,1480.05%
211SCHWAB STRATEGIC TR80852470612,079$285,9100.05%
212ISHARES INC46434G1036,107$285,2050.05%
213SCHWAB STRATEGIC TR8085247715,325$284,5680.05%
214COCA COLA COKO4,454$283,3100.05%
215VANGUARD INDEX FDS9229086111,780$282,6760.05%
216MARSH & MCLENNAN COS INC5717481021,706$282,3090.05%
217ISHARES TR4642876141,305$279,5250.05%
218ENTERPRISE PRODS PARTNERS L29379210711,545$278,4660.05%
219RESTAURANT BRANDS INTL INC76131D1034,264$275,7500.05%
220L3HARRIS TECHNOLOGIES INCLHX1,279$266,3010.05%
221DIMENSIONAL ETF TRUST25434V4016,275$261,1030.05%
222CINTAS CORPCTAS575$259,6820.05%
223PROSHARES TR74347B42516,019$256,7850.05%
224FRESH DEL MONTE PRODUCE INCFDP9,651$252,7600.05%
225VANGUARD INDEX FDS9229085951,260$252,7450.05%
226SPDR SER TR78464A2927,638$250,6890.05%
227SELECT SECTOR SPDR TR81369Y6057,157$244,7690.05%
228AVISTA CORPAVA5,503$244,0030.05%
229ASML HOLDING N VASMLF445$243,1480.05%
230MASTERCARD INCORPORATEDMA684$237,8470.04%
231FISERV INCFISV2,338$236,3020.04%
232NORTHWESTERN CORPNWE3,960$234,9860.04%
233SPDR SER TR78468R1018,121$234,6160.04%
234BECTON DICKINSON & COBDX922$234,4650.04%
235DOLLAR GEN CORP NEW256677105943$232,2830.04%
236VANGUARD INTL EQUITY INDEX F9220428585,855$228,2310.04%
237SELECT SECTOR SPDR TR81369Y2091,669$226,7340.04%
238COMCAST CORP NEWCCZ6,445$225,3770.04%
239S&P GLOBAL INCSPGI662$221,8670.04%
240SILICON MOTION TECHNOLOGY COSIMO3,409$221,5320.04%
241PATTERSON COS INC7033951037,809$218,8860.04%
242ISHARES TR46434V6964,037$216,6600.04%
243SPDR DOW JONES INDL AVERAGE78467X109652$216,0270.04%
244BLACKROCK INCBLK304$215,4820.04%
245SCHWAB STRATEGIC TR8085247972,829$213,7030.04%
246VANGUARD INDEX FDS9229086521,571$208,7090.04%
247VANGUARD INDEX FDS9229085532,520$207,8300.04%
248AMERICAN TOWER CORP NEW03027X100978$207,1990.04%
249ISHARES TR46429B6554,089$205,7990.04%
250WEIS MKTS INC9488491042,436$200,4580.04%
251HECLA MNG CO42270410634,014$189,1180.04%
252GOLUB CAP BDC INC38173M10214,320$188,4530.04%
253FORD MTR CO DEL34537086015,728$182,9130.03%
254ASHFORD INCAHT-PD12,892$178,9400.03%
255GOLDMAN SACHS BDC INCGSBD10,449$143,3570.03%
256ISHARES INC46428632710,178$106,9710.02%
257HARMONY GOLD MINING CO LTDHGMCF29,839$101,4530.02%
258NEW YORK MTG TR INC64960450128,989$74,2120.01%
259B2GOLD CORPBTG18,849$67,2910.01%
260NOVAGOLD RES INC66987E20610,765$64,3750.01%
261AMERICAS GOLD AND SILVER COR03062D10079,008$44,9000.01%
262TELLURIAN INC NEW87968A10410,025$16,8420.00%