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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 0001720777-23-000003

Total Value
$47.1M
Positions
270
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (270)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621383,619$17.1M3.62%
2SPDR SER TR78464A474569,957$16.7M3.53%
3SPDR S&P 500 ETF TRSPY35,488$12.7M2.69%
4INVESCO EXCHANGE TRADED FD TIVZ91,398$11.6M2.47%
5MICROSOFT CORPMSFT47,396$11.0M2.34%
6APPLE INCAAPL75,759$10.5M2.22%
7VANGUARD WHITEHALL FDS921946810168,551$10.4M2.22%
8ISHARES TR46428724285,471$8.8M1.86%
9ISHARES TR46428858892,762$8.5M1.80%
10SPDR GOLD TRGLD49,200$7.6M1.61%
11ISHARES TR46428866165,867$7.5M1.60%
12ISHARES TR46428867964,367$7.1M1.50%
13ISHARES TR46428720018,256$6.5M1.39%
14AGNICO EAGLE MINES LTDAEM149,085$6.3M1.34%
15ISHARES INC46434G764112,526$5.0M1.06%
16DUKE ENERGY CORP NEWDUKB53,012$4.9M1.05%
17ISHARES TR46428755639,860$4.7M0.99%
18HONEYWELL INTL INC43851610626,564$4.4M0.94%
19DOMINION ENERGY INCD62,792$4.3M0.92%
20SPDR SER TR78464A789119,662$4.3M0.92%
21WALMART INCWMT33,051$4.3M0.91%
22GILEAD SCIENCES INCGILD69,307$4.3M0.91%
23CAMPBELL SOUP COCPB88,981$4.2M0.89%
24AMAZON COM INCAMZN36,570$4.1M0.88%
25FMC CORPFMC39,027$4.1M0.88%
26BERKSHIRE HATHAWAY INC DELBRK-A15,050$4.0M0.85%
27JPMORGAN CHASE & COVYLD37,810$4.0M0.84%
28AMGEN INCAMGN16,396$3.7M0.78%
29ISHARES INC46428682282,642$3.7M0.78%
30ACCENTURE PLC IRELANDACN13,922$3.6M0.76%
31ORACLE CORPORCL-PD58,542$3.6M0.76%
32MERCK & CO INCMRK38,488$3.3M0.70%
33VANGUARD BD INDEX FDS92193782744,295$3.3M0.70%
34DEERE & CODE9,907$3.3M0.70%
35ISHARES TR46435G42541,588$3.3M0.70%
36KIMBERLY-CLARK CORPKMB29,275$3.3M0.70%
37CIGNA CORP NEW12552310011,723$3.3M0.69%
38ACTIVISION BLIZZARD INC00507V10943,699$3.2M0.69%
39CVS HEALTH CORPCVS33,295$3.2M0.67%
40BROADCOM INCAVGO7,121$3.2M0.67%
41AMERICAN EXPRESS COAXP23,311$3.1M0.67%
42ROPER TECHNOLOGIES INCROP8,615$3.1M0.66%
43RAYTHEON TECHNOLOGIES CORPRTX37,819$3.1M0.66%
44CONSTELLATION BRANDS INCSTZ13,246$3.0M0.65%
45UNITEDHEALTH GROUP INCUNH5,919$3.0M0.63%
46ANHEUSER BUSCH INBEV SA/NVBUDFF65,991$3.0M0.63%
47ALPHABET INCGOOG30,984$3.0M0.63%
48SILICON MOTION TECHNOLOGY COSIMO44,444$2.9M0.61%
49CLOROX CO DELCLX21,933$2.8M0.60%
50NETAPP INCNTAP44,274$2.7M0.58%
51SANOFISNYNF70,411$2.7M0.57%
52PNC FINL SVCS GROUP INC69347510517,848$2.7M0.57%
53BLACKSTONE INCBX31,674$2.7M0.56%
54PFIZER INCPFE59,352$2.6M0.55%
55LILLY ELI & COLLY8,002$2.6M0.55%
56BRITISH AMERN TOB PLC11044810772,069$2.6M0.54%
57AMERICAN ELEC PWR CO INC02553710129,544$2.6M0.54%
58ZOETIS INCZTS16,879$2.5M0.53%
59MONDELEZ INTL INC60920710544,153$2.4M0.51%
60STRYKER CORPORATIONSYK11,495$2.3M0.49%
61LOCKHEED MARTIN CORPLMT6,012$2.3M0.49%
62TJX COS INC NEW87254010937,322$2.3M0.49%
63VANGUARD SCOTTSDALE FDS92206C40931,003$2.3M0.49%
64BAUSCH PLUS LOMB CORP071705107148,326$2.3M0.48%
65SAP SESAPGF27,620$2.2M0.48%
66CAMECO CORPCCJ84,452$2.2M0.47%
67VERIZON COMMUNICATIONS INCVZ58,368$2.2M0.47%
68INTUITINTU5,690$2.2M0.47%
69CANADIAN PAC RY LTD13645T10032,926$2.2M0.47%
70CHUBB LIMITEDCB11,935$2.2M0.46%
71TARGET CORPTGT14,584$2.2M0.46%
72FIRSTENERGY CORPFE58,116$2.2M0.46%
73STERIS PLCSTE12,907$2.1M0.46%
74PUBLIC SVC ENTERPRISE GRP IN74457310637,839$2.1M0.45%
75ALBERTSONS COS INC01309110385,151$2.1M0.45%
76UNILEVER PLCUNLYF48,110$2.1M0.45%
77VISA INCV11,727$2.1M0.44%
78NEXTERA ENERGY INCNEE-PW26,294$2.1M0.44%
79STARBUCKS CORPSBUX24,308$2.0M0.43%
80ISHARES TR46428743219,805$2.0M0.43%
81PROLOGIS INC.PLDGP19,895$2.0M0.43%
82PHILIP MORRIS INTL INC71817210923,841$2.0M0.42%
83VIATRIS INCVTRS230,699$2.0M0.42%
84SIBANYE STILLWATER LTDSBYSF209,687$2.0M0.41%
85HENRY SCHEIN INCHSIC29,137$1.9M0.41%
86DIAMONDBACK ENERGY INCFANG15,501$1.9M0.40%
87ABBVIE INCABBV13,810$1.9M0.39%
88CISCO SYS INCCSCO46,272$1.9M0.39%
89WALGREENS BOOTS ALLIANCE INC93142710858,351$1.8M0.39%
90MEDTRONIC PLCMDT22,674$1.8M0.39%
91KONINKLIJKE PHILIPS N VRYLPF115,050$1.8M0.38%
92ISHARES TR46434V61339,506$1.8M0.37%
93ARAMARKARMK55,894$1.7M0.37%
94SPDR SER TR78464A85440,915$1.7M0.36%
95BAKER HUGHES COMPANYBKR81,675$1.7M0.36%
96ALGONQUIN PWR UTILS CORP015857105154,257$1.7M0.36%
97COSTCO WHSL CORP NEW22160K1053,496$1.7M0.35%
98THERMO FISHER SCIENTIFIC INCTMO3,226$1.6M0.35%
99VANGUARD INDEX FDS92290874412,907$1.6M0.34%
100VULCAN MATLS CO9291601099,770$1.5M0.33%
101SYSCO CORPSYY21,729$1.5M0.33%
102ISHARES TR4642876227,717$1.5M0.32%
103AT&T INCT-PC96,307$1.5M0.31%
104INTERNATIONAL BUSINESS MACHSINTR12,228$1.5M0.31%
105ISHARES TR46429B26763,801$1.5M0.31%
106VANGUARD INDEX FDS9229087698,026$1.4M0.31%
107HOME DEPOT INCHD5,039$1.4M0.30%
108TESLA INCTSLA5,193$1.4M0.29%
109PHILLIPS 66PSX16,906$1.4M0.29%
110BIOGEN INCBIIB4,746$1.3M0.27%
111EDWARDS LIFESCIENCES CORPEW15,287$1.3M0.27%
112AAON INCAAON23,094$1.2M0.26%
113COMCAST CORP NEWCCZ42,041$1.2M0.26%
114ASTRAZENECA PLCAZN22,422$1.2M0.26%
115J P MORGAN EXCHANGE TRADED F46641Q83722,441$1.1M0.24%
116DIMENSIONAL ETF TRUST25434V70850,006$1.1M0.24%
117DANAHER CORPORATION2358511024,171$1.1M0.23%
118T-MOBILE US INCTMUSZ7,976$1.1M0.23%
119KINDER MORGAN INC DELEP-PC63,176$1.1M0.22%
120VANGUARD SPECIALIZED FUNDS9219088447,719$1.0M0.22%
121ISHARES TR4642881589,908$1.0M0.22%
122PROCTER AND GAMBLE CO7427181097,786$982,9910.21%
123PAN AMERN SILVER CORP69790010861,025$969,0770.21%
124EXXON MOBIL CORPXOM11,086$967,9010.21%
125BIO-TECHNE CORPTECH3,365$955,7820.20%
126ISHARES TR46429B7479,899$951,3930.20%
127ISHARES TR46428887724,513$944,4860.20%
128AMCOR PLCAMCCF87,310$936,8340.20%
129WASTE MGMT INC DEL94106L1095,791$927,7520.20%
130ISHARES TR46428888512,681$920,1330.20%
131ISHARES TR46428745711,163$906,5210.19%
132SHERWIN WILLIAMS COSHW4,330$886,5680.19%
133PROGRESSIVE CORP7433151037,606$883,9450.19%
134SPDR SER TR78464A64935,019$873,7160.19%
135JOHNSON & JOHNSONJNJ5,324$869,7730.18%
136ADVANCED MICRO DEVICES INCAMD13,628$863,4700.18%
137ISHARES TR4642872268,723$840,3740.18%
138SPDR SER TR78468R73917,942$826,9470.18%
139ISHARES TR4642878049,339$814,2670.17%
140TETRA TECH INC NEWTTEK6,061$779,0830.17%
141ABBOTT LABSABLZF8,010$775,0560.16%
142GLOBAL X FDS37954Y37632,747$768,9060.16%
143ADOBE SYSTEMS INCORPORATEDADBE2,746$755,6990.16%
144ISHARES TR46428864615,299$753,9300.16%
145VANGUARD INDEX FDS9229087363,456$739,4700.16%
146MCDONALDS CORPMCD3,180$733,8010.16%
147ALPHABET INCGOOG7,550$725,9330.15%
148DISNEY WALT CO2546871067,534$710,6600.15%
149VANGUARD WHITEHALL FDS9219464067,366$698,8460.15%
150SPDR SER TR78468R72115,762$693,3700.15%
151SELECT SECTOR SPDR TR81369Y8035,671$673,6010.14%
152TELEDYNE TECHNOLOGIES INCTDY1,991$671,9030.14%
153NVIDIA CORPORATIONNVDA5,397$655,1610.14%
154ISHARES TR4642884146,378$654,2550.14%
155VANGUARD INDEX FDS9229083631,953$641,1700.14%
156PLANET FITNESS INCPLNT11,049$637,0850.14%
157INTUITIVE SURGICAL INCISRG3,373$632,2350.13%
158ISHARES TR46429B6979,185$607,1570.13%
159ISHARES INC46428653311,756$595,7940.13%
160ISHARES TR4642876553,536$583,1940.12%
161BRISTOL-MYERS SQUIBB COCELG-RI8,188$582,0740.12%
162INVESCO QQQ TRIVZ2,177$581,7760.12%
163CHENIERE ENERGY INCLNG3,455$573,1760.12%
164PEPSICO INCPEP3,509$572,8790.12%
165CHEVRON CORP NEWCVX3,983$572,2380.12%
166PROSHARES TR74348A4677,148$571,5540.12%
167META PLATFORMS INCMETA4,096$555,7450.12%
168LOWES COS INC5486611072,925$549,3440.12%
169ISHARES TR46435G40926,614$525,6270.11%
170PIMCO ETF TR72201R8335,305$524,4520.11%
171SPDR SER TR78468R20017,283$523,6750.11%
172ISHARES TR4642871684,819$516,6930.11%
173SELECT SECTOR SPDR TR81369Y8867,779$509,6020.11%
174ISHARES TR46428824012,424$497,0970.11%
175SPDR INDEX SHS FDS78463X88919,102$492,8270.10%
176SCHWAB STRATEGIC TR80852420111,538$488,6340.10%
177UNITED PARCEL SERVICE INCUPS3,024$488,4460.10%
178OMNICELL COMOMCL5,486$477,4470.10%
179BROWN & BROWN INCBRO7,852$474,8990.10%
180LAM RESEARCH CORPLRCX1,291$472,5640.10%
181UNION PAC CORPUNP2,384$464,4510.10%
182SYNOPSYS INCSNPS1,448$442,3780.09%
183SELECT SECTOR SPDR TR81369Y5066,055$436,0810.09%
184QUALCOMM INCQCOM3,849$434,9090.09%
185AMETEK INCAME3,822$433,4530.09%
186SELECT SECTOR SPDR TR81369Y2093,563$431,5150.09%
187ISHARES TR46432F3394,144$430,7270.09%
188SPDR SER TR78468R6634,648$425,7570.09%
189SPDR S&P MIDCAP 400 ETF TRMDY1,041$418,1280.09%
190SELECT SECTOR SPDR TR81369Y60513,692$415,6890.09%
191MORGAN STANLEYMS-PQ5,218$412,2560.09%
192ISHARES INC46434G1039,478$407,3640.09%
193SALESFORCE INCCRM2,752$395,8480.08%
194ISHARES TR46432F3962,951$387,0980.08%
195ENTERGY CORP NEWENO3,840$386,4190.08%
196ANNALY CAPITAL MANAGEMENT INNLY-PJ21,734$372,9550.08%
197ISHARES TR4642878619,546$360,4570.08%
198SCHWAB STRATEGIC TR80852480512,813$360,4230.08%
199ISHARES GOLD TRIAU11,378$358,7340.08%
200VANGUARD INDEX FDS9229085951,837$358,4820.08%
201LAUDER ESTEE COS INC5184391041,648$355,8030.08%
202EOG RES INCEOG3,180$355,3010.08%
203SPDR DOW JONES INDL AVERAGE78467X1091,233$354,2410.08%
204AMPHENOL CORP NEW0320951015,207$348,6610.07%
205MODIVCARE INC60783X1043,448$343,6970.07%
206SELECT SECTOR SPDR TR81369Y3085,135$342,6590.07%
207SCHWAB STRATEGIC TR80852475513,592$341,8390.07%
208AXON ENTERPRISE INCAXON2,894$334,9810.07%
209RIMINI STR INC DEL76674Q10771,545$333,4000.07%
210VANGUARD INDEX FDS9229086112,323$333,1840.07%
211ISHARES TR4642876141,577$331,7430.07%
212ISHARES TR46432F8426,287$331,1360.07%
213BLACKSTONE SECD LENDING FDBX14,487$329,4340.07%
214NIKE INCNKE3,936$327,1780.07%
215ISHARES TR4642886532,928$319,0060.07%
216VANGUARD INTL EQUITY INDEX F9220427757,185$318,7220.07%
217ISHARES TR46434V6966,637$318,1780.07%
218ISHARES TR4642874403,225$309,5850.07%
219SPDR SER TR78464A2928,820$307,4610.07%
220R1 RCM INC77634L10516,446$304,7440.06%
221ISHARES TR4642886879,433$298,7300.06%
222ISHARES TR4642872917,005$295,4710.06%
223ISHARES SILVER TRSLV16,684$291,9700.06%
224ENTERPRISE PRODS PARTNERS L29379210712,108$287,9290.06%
225GOLDMAN SACHS BDC INCGSBD19,675$284,3000.06%
226SCHWAB STRATEGIC TR80852470612,660$283,5840.06%
227GENERAC HLDGS INCGNRC1,587$282,7080.06%
228PROSHARES TR74347B42516,019$276,8080.06%
229ISHARES TR4642874654,929$276,0730.06%
230CANADA GOOSE HLDGS INCGOOS17,996$274,2590.06%
231GALLAGHER ARTHUR J & CO3635761091,575$269,6720.06%
232BECTON DICKINSON & COBDX1,197$266,7280.06%
233L3HARRIS TECHNOLOGIES INCLHX1,279$265,8150.06%
234PROSHARES TRSPOT17,437$260,1600.06%
235MARSH & MCLENNAN COS INC5717481021,721$256,9280.05%
236SCHWAB STRATEGIC TR8085247715,325$254,3220.05%
237EMERSON ELEC COEMR3,466$253,7640.05%
238ISHARES TR4642877213,458$253,7130.05%
239VANGUARD BD INDEX FDS9219378193,406$250,2730.05%
240PROSHARES TR74348A2109,466$249,5240.05%
241VANGUARD INDEX FDS9229085533,101$248,6250.05%
242DIMENSIONAL ETF TRUST25434V4016,275$243,5960.05%
243S&P GLOBAL INCSPGI781$238,6030.05%
244GENUINE PARTS COGPC1,587$236,9710.05%
245COCA COLA COKO4,182$234,2610.05%
246CINTAS CORPCTAS595$230,9730.05%
247RESTAURANT BRANDS INTL INC76131D1034,313$229,3640.05%
248ISHARES TR4642871762,179$228,5770.05%
249DOLLAR GEN CORP NEW256677105943$226,2220.05%
250FRESH DEL MONTE PRODUCE INCFDP9,651$224,2890.05%
251SPDR SER TR78468R1017,669$221,7110.05%
252ISHARES TR46434V7385,595$221,2260.05%
253FISERV INCFISV2,353$220,1700.05%
254VANGUARD INTL EQUITY INDEX F9220428585,948$217,0330.05%
255ISHARES TR46435G4748,999$215,0760.05%
256ISHARES TR4642872346,042$210,7450.04%
257ISHARES TR46429B6554,089$205,5540.04%
258AVISTA CORPAVA5,503$203,8860.04%
259VANGUARD INDEX FDS9229086521,600$203,3330.04%
260ASHFORD INCAHT-PD12,892$173,7840.04%
261PENNYMAC MTG INVT TR70931T10313,969$164,5550.03%
262OWL ROCK CAPITAL CORPORATIONOWL15,867$164,5450.03%
263GOLUB CAP BDC INC38173M10213,155$162,9930.03%
264HECLA MNG CO42270410634,014$134,0150.03%
265COMPANIA DE MINAS BUENAVENTU20444810415,583$104,8740.02%
266B2GOLD CORPBTG26,699$85,9710.02%
267HARMONY GOLD MINING CO LTDHGMCF29,839$72,5090.02%
268NEW YORK MTG TR INC64960450128,989$67,8340.01%
269NOVAGOLD RES INC66987E20610,765$50,4880.01%
270AMERICAS GOLD AND SILVER COR03062D10079,008$32,4010.01%