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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 0001720777-24-000002

Total Value
$784.4M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621921,162$45.6M6.01%
2ISHARES TR464288588303,143$26.9M3.54%
3SPDR SER TR78464A409423,677$25.1M3.31%
4SPDR SER TR78464A474841,809$24.7M3.25%
5SPDR SER TR78468R663263,832$24.2M3.19%
6ISHARES TR464287465300,166$20.7M2.72%
7MICROSOFT CORPMSFT55,701$17.6M2.32%
8ISHARES TR464288661143,758$16.3M2.14%
9APPLE INCAAPL86,366$14.8M1.95%
10INVESCO EXCHANGE TRADED FD TIVZ795,726$13.3M1.75%
11ISHARES TR464288679119,165$13.2M1.73%
12SPDR SER TR78468R523126,730$12.6M1.66%
13ISHARES TR464287242120,058$12.2M1.61%
14SPDR GOLD TRGLD66,293$11.4M1.50%
15ALPHABET INCGOOG68,552$9.0M1.18%
16VISA INCV31,468$7.2M0.95%
17INVESCO QQQ TRIVZ19,491$7.0M0.92%
18ISHARES TR46428765537,706$6.7M0.88%
19ISHARES INC464286822112,196$6.5M0.86%
20ISHARES TR46428720015,204$6.5M0.86%
21AMAZON COM INCAMZN50,723$6.4M0.85%
22ACCENTURE PLC IRELANDACN20,730$6.4M0.84%
23DUKE ENERGY CORP NEWDUKB71,875$6.3M0.84%
24VANGUARD WORLD FDS92204A87649,552$6.3M0.83%
25JPMORGAN CHASE & COVYLD43,319$6.3M0.83%
26GLOBAL X FDS37954Y871229,771$6.2M0.82%
27SPDR S&P 500 ETF TRSPY14,397$6.2M0.81%
28BLUE OWL CAPITAL INCOWL463,888$6.0M0.79%
29CAMECO CORPCCJ148,185$5.9M0.77%
30ELI LILLY & COLLY10,674$5.7M0.75%
31NEXTERA ENERGY INCNEE-PW94,182$5.4M0.71%
32VANGUARD WORLD FDS92204A40566,722$5.4M0.71%
33GOLDMAN SACHS ETF TRNVGLF53,191$5.3M0.70%
34CONSTELLATION BRANDS INCSTZ20,232$5.1M0.67%
35HONEYWELL INTL INC43851610627,081$5.0M0.66%
36ROPER TECHNOLOGIES INCROP9,977$4.8M0.64%
37SPDR SER TR78468R853127,585$4.7M0.62%
38BROADCOM INCAVGO5,588$4.6M0.61%
39DEERE & CODE12,041$4.5M0.60%
40BERKSHIRE HATHAWAY INC DELBRK-A12,964$4.5M0.60%
41STERIS PLCSTE20,101$4.4M0.58%
42CHUBB LIMITEDCB20,923$4.4M0.57%
43ORACLE CORPORCL-PD39,842$4.2M0.56%
44PNC FINL SVCS GROUP INC69347510534,220$4.2M0.55%
45BLACKSTONE INCBX39,117$4.2M0.55%
46J P MORGAN EXCHANGE TRADED F46641Q33276,943$4.1M0.54%
47AMERICAN EXPRESS COAXP27,460$4.1M0.54%
48CISCO SYS INCCSCO75,820$4.1M0.54%
49ALPHABET INCGOOG30,014$4.0M0.52%
50INTUITINTU7,705$3.9M0.52%
51DIAMONDBACK ENERGY INCFANG25,384$3.9M0.52%
52BAKER HUGHES COMPANYBKR110,158$3.9M0.51%
53ASTRAZENECA PLCAZN57,334$3.9M0.51%
54EMERSON ELEC COEMR39,985$3.9M0.51%
55NEXTERA ENERGY PARTNERS LPNEE-PW127,886$3.8M0.50%
56MEDTRONIC PLCMDT48,076$3.8M0.50%
57KINDER MORGAN INC DELEP-PC223,830$3.7M0.49%
58STRYKER CORPORATIONSYK13,206$3.6M0.48%
59MONDELEZ INTL INC60920710551,930$3.6M0.47%
60UNITEDHEALTH GROUP INCUNH7,133$3.6M0.47%
61TJX COS INC NEW87254010940,397$3.6M0.47%
62ZOETIS INCZTS20,612$3.6M0.47%
63MERCK & CO INCMRK34,564$3.6M0.47%
64RTX CORPORATIONRTX49,114$3.5M0.47%
65STARBUCKS CORPSBUX38,272$3.5M0.46%
66INTERNATIONAL BUSINESS MACHSINTR24,362$3.4M0.45%
67AMGEN INCAMGN12,366$3.3M0.44%
68COHEN & STEERS INFRASTRUCTUR19248A109167,604$3.3M0.43%
69ARAMARKARMK93,178$3.2M0.43%
70SANOFISNYNF59,595$3.2M0.42%
71AAON INCAAON54,995$3.1M0.41%
72PERRIGO CO PLCPRGO97,673$3.1M0.41%
73CVS HEALTH CORPCVS43,620$3.0M0.40%
74ELEVANCE HEALTH INCELV6,904$3.0M0.40%
75HASBRO INCHAS43,757$2.9M0.38%
76FACTSET RESH SYS INC3030751056,560$2.9M0.38%
77FLEETCOR TECHNOLOGIES INC33904110511,216$2.9M0.38%
78PHILIP MORRIS INTL INC71817210930,407$2.8M0.37%
79ABBVIE INCABBV18,766$2.8M0.37%
80PHILLIPS 66PSX22,696$2.7M0.36%
81KIMBERLY-CLARK CORPKMB22,389$2.7M0.36%
82SCHWAB STRATEGIC TR80852479738,146$2.7M0.36%
83CAMPBELL SOUP COCPB65,205$2.7M0.35%
84SYSCO CORPSYY40,218$2.7M0.35%
85ANHEUSER BUSCH INBEV SA/NVBUDFF47,674$2.6M0.35%
86THE CIGNA GROUP1255231009,203$2.6M0.35%
87SAP SESAPGF20,205$2.6M0.34%
88PIMCO CORPORATE & INCOME OPPPTY194,148$2.5M0.33%
89FS KKR CAP CORPFSK125,772$2.5M0.33%
90UNION PAC CORPUNP11,978$2.4M0.32%
91VULCAN MATLS CO92916010911,945$2.4M0.32%
92GILEAD SCIENCES INCGILD31,484$2.4M0.31%
93WALMART INCWMT14,720$2.4M0.31%
94PALO ALTO NETWORKS INCPANW9,333$2.2M0.29%
95COSTCO WHSL CORP NEW22160K1053,732$2.1M0.28%
96PROLOGIS INC.PLDGP18,567$2.1M0.27%
97BUNGE LIMITEDBG19,065$2.1M0.27%
98LOCKHEED MARTIN CORPLMT5,023$2.1M0.27%
99WALGREENS BOOTS ALLIANCE INC93142710892,222$2.1M0.27%
100CLOROX CO DELCLX15,098$2.0M0.26%
101UNILEVER PLCUNLYF39,476$2.0M0.26%
102BAUSCH PLUS LOMB CORP071705107113,927$1.9M0.25%
103AGNICO EAGLE MINES LTDAEM42,037$1.9M0.25%
104TARGET CORPTGT17,219$1.9M0.25%
105FMC CORPFMC28,098$1.9M0.25%
106UBER TECHNOLOGIES INCUBER39,798$1.8M0.24%
107KONINKLIJKE PHILIPS N VRYLPF91,591$1.8M0.24%
108LAZARD LTDLAZ58,797$1.8M0.24%
109AMERICAN TOWER CORP NEW03027X10010,654$1.8M0.23%
110DOMINION ENERGY INCD39,162$1.7M0.23%
111VIATRIS INCVTRS174,598$1.7M0.23%
112CENCORA INCCOR9,541$1.7M0.23%
113HENRY SCHEIN INCHSIC22,617$1.7M0.22%
114AMERICAN ELEC PWR CO INC02553710122,218$1.7M0.22%
115EXXON MOBIL CORPXOM14,140$1.7M0.22%
116VANGUARD WHITEHALL FDS92194681022,934$1.6M0.22%
117INCYTE CORPINCY28,225$1.6M0.21%
118BRITISH AMERN TOB PLC11044810751,725$1.6M0.21%
119PUBLIC SVC ENTERPRISE GRP IN74457310627,999$1.6M0.21%
120ISHARES TR46428745719,656$1.6M0.21%
121ISHARES TR46428864631,337$1.6M0.21%
122NISOURCE INCNI62,754$1.5M0.20%
123PAYPAL HLDGS INCPYPL26,451$1.5M0.20%
124ALBERTSONS COS INC01309110367,274$1.5M0.20%
125BLACKROCK DEBT STRATEGIES FDBLK145,885$1.5M0.20%
126FIRSTENERGY CORPFE43,042$1.5M0.19%
127DISCOVER FINL SVCS25470910816,956$1.5M0.19%
128NVIDIA CORPORATIONNVDA3,354$1.5M0.19%
129T-MOBILE US INCTMUSZ10,106$1.4M0.19%
130ISHARES TR46436E71814,040$1.4M0.19%
131ISHARES TR46434V86027,761$1.4M0.19%
132THERMO FISHER SCIENTIFIC INCTMO2,779$1.4M0.19%
133SPDR SER TR78464A64956,560$1.4M0.18%
134ERICSSON294821608280,874$1.4M0.18%
135DOUBLELINE INCOME SOLUTIONSDSL116,057$1.4M0.18%
136ADVANCED MICRO DEVICES INCAMD13,003$1.3M0.18%
137DIMENSIONAL ETF TRUST25434V70850,006$1.3M0.17%
138TESLA INCTSLA5,149$1.3M0.17%
139HOME DEPOT INCHD4,229$1.3M0.17%
140DOUBLELINE OPPORTUNISTIC CRDBL86,636$1.3M0.17%
141CHEVRON CORP NEWCVX7,331$1.2M0.16%
142VANGUARD WHITEHALL FDS92194640611,882$1.2M0.16%
143BROOKFIELD ASSET MANAGMT LTD11300410536,610$1.2M0.16%
144J P MORGAN EXCHANGE TRADED F46641Q83723,268$1.2M0.15%
145PROGRESSIVE CORP7433151038,179$1.1M0.15%
146WISDOMTREE TRWT22,355$1.1M0.15%
147WASTE MGMT INC DEL94106L1097,245$1.1M0.15%
148GLOBAL PMTS INC37940X1029,388$1.1M0.14%
149SCHWAB CHARLES CORPSCHW-PJ19,593$1.1M0.14%
150TETRA TECH INC NEWTTEK7,019$1.1M0.14%
151ISHARES TR46428815810,268$1.1M0.14%
152VANGUARD SPECIALIZED FUNDS9219088446,498$1.0M0.13%
153ARES CAPITAL CORPARCC51,835$1.0M0.13%
154BROWN & BROWN INCBRO14,372$1.0M0.13%
155BLUE OWL CAPITAL CORPORATIONOWL71,970$996,7860.13%
156AMERICAN CENTY ETF TR02507287712,651$986,1520.13%
157PROCTER AND GAMBLE CO7427181096,578$959,4810.13%
158DANAHER CORPORATION2358511023,784$938,8100.12%
159ISHARES TR4642878049,928$936,5190.12%
160AT&T INCT-PC61,835$928,7590.12%
161META PLATFORMS INCMETA3,045$914,1390.12%
162S&P GLOBAL INCSPGI2,435$889,9530.12%
163JOHNSON & JOHNSONJNJ5,685$885,4390.12%
164BIOGEN INCBIIB3,376$867,6660.11%
165ISHARES TR4642876223,537$830,8770.11%
166TELEDYNE TECHNOLOGIES INCTDY2,022$826,1490.11%
167SELECT SECTOR SPDR TR81369Y88613,997$824,8430.11%
168EDWARDS LIFESCIENCES CORPEW10,958$759,1700.10%
169ISHARES GOLD TRIAU21,639$757,1310.10%
170ACTIVISION BLIZZARD INC00507V1097,872$737,0360.10%
171ABBOTT LABSABLZF7,604$736,4560.10%
172VERTEX PHARMACEUTICALS INCVRTX2,099$729,9060.10%
173US FOODS HLDG CORPUSFD18,088$718,0940.09%
174GLOBAL X FDS37954Y37631,069$713,3450.09%
175MASTERCARD INCORPORATEDMA1,781$705,1160.09%
176CANADA GOOSE HLDGS INCGOOS45,602$668,5250.09%
177ISHARES INC46434G76413,259$660,6760.09%
178FISERV INCFISV5,816$656,9750.09%
179DISNEY WALT CO2546871067,988$647,4000.09%
180SPDR SER TR78468R73913,972$645,9260.09%
181SYNCHRONY FINANCIALSYF-PB20,815$636,3150.08%
182LOWES COS INC5486611073,002$623,9360.08%
183SHERWIN WILLIAMS COSHW2,414$615,7700.08%
184LAM RESEARCH CORPLRCX975$610,8490.08%
185PEPSICO INCPEP3,508$594,3960.08%
186ASPEN AEROGELS INCASPN68,338$587,7070.08%
187VANGUARD SCOTTSDALE FDS92206C4097,807$586,6680.08%
188ISHARES TR46428824012,448$585,1980.08%
189SYNOPSYS INCSNPS1,261$578,7610.08%
190VANGUARD INDEX FDS9229087444,185$577,2370.08%
191VANGUARD INDEX FDS9229087692,715$576,6930.08%
192CHENIERE ENERGY INCLNG3,464$574,9100.08%
193VERIZON COMMUNICATIONS INCVZ17,638$571,6360.08%
194MCDONALDS CORPMCD2,134$562,2480.07%
195PAN AMERN SILVER CORP69790010838,738$560,9260.07%
196TOPGOLF CALLAWAY BRANDS CORP13119310439,947$552,8660.07%
197BRISTOL-MYERS SQUIBB COCELG-RI9,144$530,6940.07%
198ISHARES TR4642874325,856$519,3560.07%
199SELECT SECTOR SPDR TR81369Y3087,338$504,9280.07%
200SPDR SER TR78468R20016,339$501,9340.07%
201AMETEK INCAME3,352$495,2920.07%
202SPDR S&P MIDCAP 400 ETF TRMDY1,036$473,0790.06%
203PROSHARES TR74348A4675,299$469,2320.06%
204ISHARES TR46429B7474,829$468,0270.06%
205MATCH GROUP INC NEWMTCH11,878$465,3210.06%
206CHURCHILL DOWNS INCCHDN3,992$463,2320.06%
207HUMANA INCHUM937$455,8690.06%
208AIR PRODS & CHEMS INCAIIR1,603$454,2900.06%
209VANGUARD INDEX FDS9229087361,666$453,6680.06%
210ISHARES TR4642871684,193$451,3350.06%
211MORGAN STANLEYMS-PQ5,506$449,6720.06%
212CROWDSTRIKE HLDGS INCCRWD2,676$447,9090.06%
213ISHARES TR46435G4254,756$446,5910.06%
214UNITED PARCEL SERVICE INCUPS2,823$439,9680.06%
215QUALCOMM INCQCOM3,941$437,7170.06%
216NETAPP INCNTAP5,691$431,8080.06%
217PROSHARES TR74348A21017,696$428,4200.06%
218VANGUARD INDEX FDS9229083631,087$426,9950.06%
219ISHARES TR46432F8426,626$426,4070.06%
220SALESFORCE INCCRM2,052$416,1050.05%
221VANGUARD BD INDEX FDS9219378275,516$414,6250.05%
222AMPHENOL CORP NEW0320951014,886$410,3750.05%
223SPDR INDEX SHS FDS78463X88913,038$404,3110.05%
224SELECT SECTOR SPDR TR81369Y8032,407$394,5800.05%
225BANK AMERICA CORP06050510413,854$379,3150.05%
226GALLAGHER ARTHUR J & CO3635761091,623$369,9300.05%
227PROSHARES TRSPOT33,766$367,7120.05%
228ADOBE INCADBE719$366,6180.05%
229EOG RES INCEOG2,860$362,5340.05%
230ENTERGY CORP NEWENO3,862$357,2350.05%
231ISHARES TR4642872263,788$356,2530.05%
232ISHARES TR46432F3392,646$348,7330.05%
233SELECT SECTOR SPDR TR81369Y5063,851$348,0920.05%
234PFIZER INCPFE10,379$344,2830.05%
235ISHARES SILVER TRSLV16,087$327,1990.04%
236CANADIAN PACIFIC KANSAS CITYCP4,334$322,4730.04%
237INVESCO EXCHANGE TRADED FD TIVZ2,263$320,6420.04%
238GOLDMAN SACHS BDC INCGSBD21,677$315,6140.04%
239VANECK ETF TRUST92189F10611,708$315,0620.04%
240SPDR SER TR78464A8546,086$305,9020.04%
241ISHARES TR46428868710,118$305,0470.04%
242PROSHARES TR74347B42520,511$296,7940.04%
243DIMENSIONAL ETF TRUST25434V4016,275$292,1010.04%
244MARSH & MCLENNAN COS INC5717481021,512$287,7340.04%
245ENTERPRISE PRODS PARTNERS L29379210710,455$286,1540.04%
246BOEING COBA-PA1,486$284,8360.04%
247VANGUARD INTL EQUITY INDEX F9220427755,245$272,0740.04%
248CINTAS CORPCTAS550$264,7830.03%
249SPDR SER TR78468R1019,108$261,5820.03%
250EXACT SCIENCES CORP30063P1053,799$259,1680.03%
251ISHARES TR4642874402,783$254,9000.03%
252EATON CORP PLCETN1,195$254,8700.03%
253ISHARES TR4642884142,477$254,0300.03%
254GOLUB CAP BDC INC38173M10217,308$253,9060.03%
255ISHARES TR464287614949$252,4250.03%
256COCA COLA COKO4,499$251,8630.03%
257GENUINE PARTS COGPC1,690$244,0020.03%
258VANGUARD INDEX FDS9229086291,161$241,7670.03%
259BROOKFIELD RENEWABLE CORPBEPC10,000$239,4000.03%
260DOLLAR GEN CORP NEW2566771052,249$237,8920.03%
261ISHARES INC46434G1034,980$236,9980.03%
262SPDR SER TR78464A2927,260$235,6450.03%
263NIKE INCNKE2,438$233,0870.03%
264JPMORGAN CHASE & COVYLD9,358$231,1430.03%
265VANGUARD INTL EQUITY INDEX F9220428585,847$229,2600.03%
266CATERPILLAR INCCAT825$225,2250.03%
267PATTERSON COS INC7033951037,516$222,7740.03%
268LINDE PLCLIN591$220,1220.03%
269VANGUARD INDEX FDS9229086521,518$217,6410.03%
270AUTOMATIC DATA PROCESSING INADP892$214,6730.03%
271RESTAURANT BRANDS INTL INC76131D1033,128$208,3760.03%
272SELECT SECTOR SPDR TR81369Y6056,213$206,1000.03%
273ZOOMINFO TECHNOLOGIES INCGTM10,107$165,7550.02%
274FORD MTR CO DEL34537086010,671$132,5290.02%
275BRIDGE INVT GROUP HLDGS INC10806B10011,960$110,0320.01%
276REDFIN CORP75737F10813,769$96,9340.01%
277AMCOR PLCAMCCF10,243$93,8260.01%
278ASHFORD INCAHT-PD12,892$79,4150.01%
279HARMONY GOLD MINING CO LTDHGMCF18,604$69,9510.01%
280B2GOLD CORPBTG20,799$60,1090.01%
281FARFETCH LTD30744W10724,042$50,2480.01%
282AMERICAS GOLD AND SILVER COR03062D10048,838$17,3860.00%
283TELLURIAN INC NEW87968A10411,025$12,7890.00%
284STANDARD LITHIUM LTDSLI15,400$7700.00%