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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 Q1 2024 · Filed May 20, 2024 · Accession 0001720777-24-000001

Total Value
$773.1M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITOL SER TR14064D5682,132,472$48.4M6.26%
2ISHARES TR46434V621527,907$27.2M3.52%
3ISHARES TR464288588281,272$26.2M3.39%
4SPDR SER TR78464A474782,624$23.0M2.98%
5ISHARES TR464287465286,402$20.8M2.69%
6SPDR SER TR78468R663220,753$20.3M2.62%
7MICROSOFT CORPMSFT53,530$18.2M2.36%
8APPLE INCAAPL84,246$16.3M2.11%
9ISHARES TR464288661133,870$15.4M2.00%
10INVESCO EXCHANGE TRADED FD TIVZ754,838$13.6M1.76%
11ISHARES TR464288679111,551$12.3M1.59%
12ISHARES TR464287242112,387$12.2M1.57%
13SPDR GOLD TRGLD65,030$11.6M1.50%
14AMAZON COM INCAMZN85,515$11.1M1.44%
15SPDR SER TR78468R52391,316$9.1M1.17%
16ISHARES INC464286822137,571$8.6M1.11%
17ALPHABET INCGOOG69,115$8.3M1.07%
18VISA INCV30,735$7.3M0.94%
19ISHARES TR46428720015,518$6.9M0.89%
20INVESCO QQQ TRIVZ18,320$6.8M0.88%
21ISHARES TR46428765535,672$6.7M0.86%
22NEXTERA ENERGY INCNEE-PW83,869$6.2M0.80%
23JPMORGAN CHASE & COVYLD42,689$6.2M0.80%
24ACCENTURE PLC IRELANDACN20,071$6.2M0.80%
25DUKE ENERGY CORP NEWDUKB67,141$6.0M0.78%
26BLACKSTONE INCBX64,122$6.0M0.77%
27HONEYWELL INTL INC43851610627,977$5.8M0.75%
28WALMART INCWMT33,698$5.3M0.69%
29SPDR S&P 500 ETF TRSPY11,750$5.2M0.67%
30BLUE OWL CAPITAL INCOWL441,401$5.1M0.67%
31VANGUARD WORLD FDS92204A40563,284$5.1M0.67%
32GOLDMAN SACHS ETF TRNVGLF50,614$5.1M0.66%
33SPDR SER TR78468R853126,882$4.9M0.64%
34CONSTELLATION BRANDS INCSTZ19,805$4.9M0.63%
35BROADCOM INCAVGO5,479$4.8M0.61%
36LILLY ELI & COLLY10,091$4.7M0.61%
37GLOBAL X FDS37954Y871217,971$4.7M0.61%
38ROPER TECHNOLOGIES INCROP9,802$4.7M0.61%
39RAYTHEON TECHNOLOGIES CORPRTX47,863$4.7M0.61%
40DEERE & CODE11,460$4.6M0.60%
41BERKSHIRE HATHAWAY INC DELBRK-A13,459$4.6M0.59%
42AMERICAN EXPRESS COAXP26,226$4.6M0.59%
43ORACLE CORPORCL-PD36,346$4.3M0.56%
44CAMECO CORPCCJ137,927$4.3M0.56%
45ISHARES TR46428755633,915$4.3M0.56%
46STERIS PLCSTE18,733$4.2M0.55%
47PNC FINL SVCS GROUP INC69347510533,263$4.2M0.54%
48MERCK & CO INCMRK35,771$4.1M0.53%
49UNITEDHEALTH GROUP INCUNH8,580$4.1M0.53%
50MEDTRONIC PLCMDT46,593$4.1M0.53%
51KINDER MORGAN INC DELEP-PC235,207$4.1M0.52%
52CHUBB LIMITEDCB20,889$4.0M0.52%
53VANGUARD BD INDEX FDS92193782752,809$4.0M0.52%
54COHEN & STEERS INFRASTRUCTUR19248A109167,386$4.0M0.51%
55STRYKER CORPORATIONSYK12,667$3.9M0.50%
56ARAMARKARMK86,157$3.7M0.48%
57ALPHABET INCGOOG30,372$3.7M0.48%
58STARBUCKS CORPSBUX37,006$3.7M0.47%
59CISCO SYS INCCSCO69,831$3.6M0.47%
60SANOFISNYNF66,619$3.6M0.46%
61FMC CORPFMC34,243$3.6M0.46%
62CAMPBELL SOUP COCPB77,889$3.6M0.46%
63KIMBERLY-CLARK CORPKMB25,578$3.5M0.46%
64ZOETIS INCZTS20,063$3.5M0.45%
65INTUITINTU7,480$3.4M0.44%
66EMERSON ELEC COEMR37,664$3.4M0.44%
67TJX COS INC NEW87254010940,035$3.4M0.44%
68WALGREENS BOOTS ALLIANCE INC931427108116,568$3.3M0.43%
69AAON INCAAON34,850$3.3M0.43%
70BAKER HUGHES COMPANYBKR103,812$3.3M0.42%
71ANHEUSER BUSCH INBEV SA/NVBUDFF57,394$3.3M0.42%
72J P MORGAN EXCHANGE TRADED F46641Q33258,146$3.2M0.42%
73NETAPP INCNTAP41,367$3.2M0.41%
74INTERNATIONAL BUSINESS MACHSINTR23,433$3.1M0.41%
75SAP SESAPGF22,782$3.1M0.40%
76ELEVANCE HEALTH INCELV6,991$3.1M0.40%
77MONDELEZ INTL INC60920710542,013$3.1M0.40%
78DIAMONDBACK ENERGY INCFANG23,093$3.0M0.39%
79CVS HEALTH CORPCVS42,687$3.0M0.38%
80PHILIP MORRIS INTL INC71817210930,105$2.9M0.38%
81UNION PAC CORPUNP14,204$2.9M0.38%
82FLEETCOR TECHNOLOGIES INC33904110511,266$2.8M0.37%
83THE CIGNA GROUP12552310010,075$2.8M0.37%
84CLOROX CO DELCLX17,339$2.8M0.36%
85SCHWAB STRATEGIC TR80852479737,741$2.7M0.35%
86PIMCO CORPORATE & INCOME OPPPTY193,940$2.7M0.35%
87AMGEN INCAMGN12,197$2.7M0.35%
88GILEAD SCIENCES INCGILD35,070$2.7M0.35%
89VULCAN MATLS CO92916010911,792$2.7M0.34%
90BAUSCH PLUS LOMB CORP071705107130,272$2.6M0.34%
91DISCOVER FINL SVCS25470910821,956$2.6M0.33%
92DOMINION ENERGY INCD48,864$2.5M0.33%
93LOCKHEED MARTIN CORPLMT5,441$2.5M0.32%
94ASTRAZENECA PLCAZN34,961$2.5M0.32%
95HASBRO INCHAS38,274$2.5M0.32%
96AGNICO EAGLE MINES LTDAEM49,165$2.5M0.32%
97PALO ALTO NETWORKS INCPANW9,551$2.4M0.32%
98ABBVIE INCABBV17,913$2.4M0.31%
99FS KKR CAP CORPFSK125,592$2.4M0.31%
100PERRIGO CO PLCPRGO69,442$2.4M0.30%
101UNILEVER PLCUNLYF44,301$2.3M0.30%
102PROLOGIS INC.PLDGP18,663$2.3M0.30%
103AMERICAN TOWER CORP NEW03027X10011,751$2.3M0.29%
104KONINKLIJKE PHILIPS N VRYLPF102,559$2.2M0.29%
105AMERICAN ELEC PWR CO INC02553710126,252$2.2M0.29%
106HENRY SCHEIN INCHSIC27,224$2.2M0.29%
107SYSCO CORPSYY29,068$2.2M0.28%
108PHILLIPS 66PSX21,905$2.1M0.27%
109BRITISH AMERN TOB PLC11044810761,584$2.0M0.26%
110PUBLIC SVC ENTERPRISE GRP IN74457310632,612$2.0M0.26%
111BUNGE LIMITEDBG21,531$2.0M0.26%
112VIATRIS INCVTRS200,560$2.0M0.26%
113COSTCO WHSL CORP NEW22160K1053,712$2.0M0.26%
114NISOURCE INCNI72,198$2.0M0.26%
115FIRSTENERGY CORPFE50,240$2.0M0.25%
116VANGUARD WHITEHALL FDS92194681025,696$1.9M0.25%
117ERICSSON294821608337,604$1.8M0.24%
118AMCOR PLCAMCCF171,932$1.7M0.22%
119ALBERTSONS COS INC01309110377,612$1.7M0.22%
120AMERISOURCEBERGEN CORPCOR8,689$1.7M0.22%
121UBER TECHNOLOGIES INCUBER38,302$1.7M0.21%
122ISHARES TR46428864632,537$1.6M0.21%
123FACTSET RESH SYS INC3030751054,040$1.6M0.21%
124ISHARES TR46428745719,529$1.6M0.20%
125SPDR SER TR78464A69838,612$1.6M0.20%
126ADVANCED MICRO DEVICES INCAMD13,479$1.5M0.20%
127EXXON MOBIL CORPXOM14,232$1.5M0.20%
128ISHARES TR46428815814,352$1.5M0.19%
129THERMO FISHER SCIENTIFIC INCTMO2,773$1.4M0.19%
130T-MOBILE US INCTMUSZ10,300$1.4M0.19%
131HOME DEPOT INCHD4,559$1.4M0.18%
132NVIDIA CORPORATIONNVDA3,326$1.4M0.18%
133DOUBLELINE INCOME SOLUTIONSDSL116,057$1.4M0.18%
134AT&T INCT-PC85,818$1.4M0.18%
135TESLA INCTSLA5,197$1.4M0.18%
136DIMENSIONAL ETF TRUST25434V70850,006$1.4M0.18%
137CHEVRON CORP NEWCVX8,554$1.3M0.17%
138VANGUARD WHITEHALL FDS92194640612,645$1.3M0.17%
139WASTE MGMT INC DEL94106L1097,439$1.3M0.17%
140LAUDER ESTEE COS INC5184391046,493$1.3M0.16%
141SPDR SER TR78464A64947,817$1.2M0.16%
142J P MORGAN EXCHANGE TRADED F46641Q83724,087$1.2M0.16%
143BROOKFIELD ASSET MANAGMT LTD11300410536,610$1.2M0.15%
144TETRA TECH INC NEWTTEK7,185$1.2M0.15%
145SCHWAB CHARLES CORPSCHW-PJ20,290$1.2M0.15%
146VANGUARD SPECIALIZED FUNDS9219088446,998$1.1M0.15%
147PROGRESSIVE CORP7433151038,421$1.1M0.14%
148PROCTER AND GAMBLE CO7427181097,334$1.1M0.14%
149BLACKROCK DEBT STRATEGIES FDBLK112,802$1.1M0.14%
150BIOGEN INCBIIB3,821$1.1M0.14%
151BROWN & BROWN INCBRO15,804$1.1M0.14%
152JOHNSON & JOHNSONJNJ6,141$1.0M0.13%
153SELECT SECTOR SPDR TR81369Y88614,811$969,2320.13%
154ISHARES TR4642878049,534$950,0740.12%
155ABBOTT LABSABLZF8,587$936,1640.12%
156GLOBAL PMTS INC37940X1029,418$927,8610.12%
157DANAHER CORPORATION2358511023,827$918,4800.12%
158ARES CAPITAL CORPARCC47,902$900,0760.12%
159OWL ROCK CAPITAL CORPORATIONOWL66,105$887,1300.11%
160META PLATFORMS INCMETA3,018$866,1060.11%
161ISHARES TR4642876223,537$862,1080.11%
162TELEDYNE TECHNOLOGIES INCTDY2,088$858,3980.11%
163CANADA GOOSE HLDGS INCGOOS47,801$850,8580.11%
164ISHARES TR46436E7188,398$845,0730.11%
165PLANET FITNESS INCPLNT11,845$798,8270.10%
166US FOODS HLDG CORPUSFD18,088$795,8720.10%
167ISHARES GOLD TRIAU21,267$773,9060.10%
168ACTIVISION BLIZZARD INC00507V1099,002$758,8880.10%
169DOUBLELINE OPPORTUNISTIC CRDBL52,058$755,3620.10%
170FISERV INCFISV5,983$754,7550.10%
171VERTEX PHARMACEUTICALS INCVRTX2,144$754,4950.10%
172S&P GLOBAL INCSPGI1,874$751,4460.10%
173VANGUARD SCOTTSDALE FDS92206C4099,667$731,3790.09%
174ISHARES INC46434G76414,067$731,1820.09%
175ISHARES TR46434V86013,965$707,6140.09%
176SYNCHRONY FINANCIALSYF-PB20,815$706,0450.09%
177DISNEY WALT CO2546871067,848$700,6480.09%
178GLOBAL X FDS37954Y37631,303$699,0070.09%
179PAN AMERN SILVER CORP69790010847,824$697,2740.09%
180LOWES COS INC5486611073,067$692,3130.09%
181ISHARES TR4642874326,720$691,7900.09%
182MCDONALDS CORPMCD2,307$688,5080.09%
183MASTERCARD INCORPORATEDMA1,657$651,6980.08%
184SPDR SER TR78468R73913,760$647,4080.08%
185SHERWIN WILLIAMS COSHW2,422$643,1710.08%
186PEPSICO INCPEP3,428$634,9340.08%
187TARGET CORPTGT4,771$629,3440.08%
188PROSHARES TR74348A4676,660$627,9100.08%
189VANGUARD INDEX FDS9229087444,354$618,6540.08%
190LAM RESEARCH CORPLRCX962$618,2220.08%
191SELECT SECTOR SPDR TR81369Y3087,815$579,6390.07%
192VANGUARD INDEX FDS9229087692,563$564,5780.07%
193SYNOPSYS INCSNPS1,267$551,6640.07%
194AMETEK INCAME3,352$542,6220.07%
195ENTERGY CORP NEWENO5,507$536,2170.07%
196CHENIERE ENERGY INCLNG3,485$530,9830.07%
197BRISTOL-MYERS SQUIBB COCELG-RI8,137$520,3930.07%
198VANGUARD INDEX FDS9229083631,270$517,3560.07%
199ISHARES TR4642871684,548$515,2880.07%
200ISHARES TR46429B7475,216$509,0820.07%
201SPDR SER TR78468R20016,462$505,2190.07%
202UNITED PARCEL SERVICE INCUPS2,811$503,8570.07%
203PROSHARES TR74348A21021,970$501,5750.06%
204AIR PRODS & CHEMS INCAIIR1,672$500,8140.06%
205PFIZER INCPFE13,631$499,9700.06%
206SPDR S&P MIDCAP 400 ETF TRMDY1,036$496,1510.06%
207VANGUARD INDEX FDS9229087361,740$492,3600.06%
208ISHARES TR4642882409,962$490,3480.06%
209VERIZON COMMUNICATIONS INCVZ13,076$486,2820.06%
210TOPGOLF CALLAWAY BRANDS CORP13119310423,956$475,5270.06%
211QUALCOMM INCQCOM3,941$469,1680.06%
212ISHARES TR46435G4254,756$463,4730.06%
213ISHARES TR4642872264,616$452,1670.06%
214MORGAN STANLEYMS-PQ5,262$449,3720.06%
215PROSHARES TRSPOT41,932$443,2210.06%
216SPDR INDEX SHS FDS78463X88913,242$430,8970.06%
217SALESFORCE INCCRM1,997$421,8860.05%
218AMPHENOL CORP NEW0320951014,939$419,5680.05%
219SELECT SECTOR SPDR TR81369Y8032,407$418,4810.05%
220ISHARES SILVER TRSLV18,977$396,4300.05%
221INVESCO EXCHANGE TRADED FD TIVZ2,609$390,3390.05%
222CROWDSTRIKE HLDGS INCCRWD2,644$388,3240.05%
223ASPEN AEROGELS INCASPN49,109$387,4700.05%
224SPDR SER TR78464A8547,386$384,8840.05%
225VANECK ETF TRUST92189F10612,058$363,0660.05%
226EXACT SCIENCES CORP30063P1053,846$361,1390.05%
227AXON ENTERPRISE INCAXON1,844$359,8010.05%
228CANADIAN PACIFIC KANSAS CITYCP4,440$358,5970.05%
229ISHARES TR46432F3392,646$356,8840.05%
230PROSHARES TR74347B42525,470$353,5240.05%
231EDWARDS LIFESCIENCES CORPEW3,733$352,1340.05%
232PATTERSON COS INC70339510310,513$349,6620.05%
233GALLAGHER ARTHUR J & CO3635761091,587$348,4580.05%
234VANGUARD WORLD FDS92204A8762,438$346,6100.04%
235ISHARES TR46432F8425,109$344,8820.04%
236EOG RES INCEOG2,960$338,7420.04%
237GENERAL MLS INC3703341044,394$337,0200.04%
238BANK AMERICA CORP06050510411,644$334,0580.04%
239ISHARES TR4642874403,356$324,2110.04%
240ADOBE SYSTEMS INCORPORATEDADBE661$323,2220.04%
241VANGUARD INTL EQUITY INDEX F9220427755,878$319,8290.04%
242ISHARES TR46428868710,319$319,1750.04%
243BROOKFIELD RENEWABLE CORPBEPC10,000$315,2000.04%
244SELECT SECTOR SPDR TR81369Y5063,851$312,5860.04%
245ISHARES TR4642884142,848$303,9750.04%
246BOEING COBA-PA1,436$303,2260.04%
247DIMENSIONAL ETF TRUST25434V4016,275$302,2040.04%
248ISHARES TR4642876141,066$293,3420.04%
249VANGUARD BD INDEX FDS9219378193,812$286,7770.04%
250MARSH & MCLENNAN COS INC5717481021,512$284,3770.04%
251ENTERPRISE PRODS PARTNERS L29379210710,455$275,4900.04%
252CINTAS CORPCTAS550$273,6290.04%
253SPDR SER TR78468R1019,426$271,3750.04%
254RESTAURANT BRANDS INTL INC76131D1033,427$265,6690.03%
255ZOOMINFO TECHNOLOGIES INCGTM10,403$264,1320.03%
256COCA COLA COKO4,359$262,4970.03%
257GOLUB CAP BDC INC38173M10219,238$259,7100.03%
258VANGUARD INDEX FDS9229086291,172$258,0280.03%
259VANGUARD INTL EQUITY INDEX F9220428586,255$254,4630.03%
260GENUINE PARTS COGPC1,490$252,1530.03%
261ISHARES INC46434G1035,057$249,2480.03%
262NIKE INCNKE2,213$244,2640.03%
263SPDR SER TR78464A2927,259$242,9470.03%
264EATON CORP PLCETN1,195$240,3150.03%
265VANGUARD INDEX FDS9229086521,597$237,6310.03%
266DIMENSIONAL ETF TRUST25434V6094,875$226,1510.03%
267FRESH DEL MONTE PRODUCE INCFDP8,747$224,8850.03%
268FORD MTR CO DEL34537086014,472$218,9550.03%
269JPMORGAN CHASE & COVYLD9,358$214,3920.03%
270SELECT SECTOR SPDR TR81369Y6056,213$209,4560.03%
271REDFIN CORP75737F10816,644$206,7180.03%
272GOLDMAN SACHS BDC INCGSBD14,862$205,9840.03%
273AUTOMATIC DATA PROCESSING INADP934$205,3530.03%
274PROSHARES TR II74347Y7898,215$205,0460.03%
275NORTHWESTERN CORPNWE3,587$203,5980.03%
276SCHWAB STRATEGIC TR8085242013,858$202,0430.03%
277VANGUARD INDEX FDS9229085532,403$200,8140.03%
278ASHFORD INCAHT-PD12,892$125,3100.02%
279HARMONY GOLD MINING CO LTDHGMCF27,109$113,8580.01%
280FARFETCH LTD30744W10715,113$91,2830.01%
281B2GOLD CORPBTG24,179$86,3190.01%
282HECLA MNG CO42270410613,728$70,6990.01%
283AMERICAS GOLD AND SILVER COR03062D10071,373$25,1760.00%
284TELLURIAN INC NEW87968A10411,025$15,5450.00%
285STANDARD LITHIUM LTDSLI15,400$10,3970.00%