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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 Q3 2024 · Filed October 8, 2024 · Accession 0001720777-24-000006

Total Value
$957.6M
Positions
289
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (289)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V621925,579$53.3M5.57%
2SPDR SER TR78464A409429,710$34.4M3.60%
3ISHARES TR464288588361,963$33.2M3.47%
4MICROSOFT CORPMSFT71,764$32.1M3.35%
5SPDR SER TR78464A474971,720$28.9M3.01%
6ISHARES TR464287465336,666$26.4M2.75%
7APPLE INCAAPL109,435$23.0M2.41%
8ISHARES TR464288661173,687$20.1M2.09%
9SPDR SER TR78468R663186,728$17.1M1.79%
10INVESCO EXCHANGE TRADED FD TIVZ905,764$16.2M1.70%
11ISHARES TR464287242145,954$15.6M1.63%
12ISHARES TR464288679124,843$13.8M1.44%
13SPDR S&P 500 ETF TRSPY25,083$13.7M1.43%
14ALPHABET INCGOOG74,055$13.5M1.41%
15ISHARES TR46428765561,268$12.4M1.30%
16AMAZON COM INCAMZN58,975$11.4M1.19%
17BROADCOM INCAVGO7,066$11.3M1.18%
18INVESCO QQQ TRIVZ21,838$10.5M1.09%
19ELI LILLY & COLLY11,487$10.4M1.09%
20JPMORGAN CHASE & CO.VYLD49,122$9.9M1.04%
21VISA INCV36,294$9.5M0.99%
22SPDR SER TR78468R52395,780$9.5M0.99%
23INVESCO EXCHANGE TRADED FD TIVZ56,818$9.3M0.97%
24GOLDMAN SACHS GROUP INCGSCE19,935$9.0M0.94%
25ACCENTURE PLC IRELANDACN29,587$9.0M0.94%
26ISHARES TR46428720016,323$8.9M0.93%
27RTX CORPORATIONRTX88,599$8.9M0.93%
28SALESFORCE INCCRM33,727$8.7M0.91%
29ORACLE CORPORCL-PD61,326$8.7M0.90%
30NVIDIA CORPORATIONNVDA65,663$8.1M0.85%
31ISHARES INC464286822140,858$8.0M0.83%
32PNC FINL SVCS GROUP INC69347510550,602$7.9M0.82%
33ISHARES INC46434G822115,032$7.8M0.82%
34ISHARES TR464288810134,656$7.5M0.79%
35LAZARD INCLAZ195,854$7.5M0.78%
36ROPER TECHNOLOGIES INCROP13,209$7.4M0.78%
37NEXTERA ENERGY INCNEE-PW104,655$7.4M0.77%
38CONSTELLATION BRANDS INCSTZ28,519$7.3M0.77%
39ASTRAZENECA PLCAZN93,373$7.3M0.76%
40PROLOGIS INC.PLDGP64,264$7.2M0.75%
41CAMECO CORPCCJ144,761$7.1M0.74%
42INTUITINTU10,760$7.1M0.74%
43MEDTRONIC PLCMDT88,420$7.0M0.73%
44ARAMARKARMK204,152$6.9M0.73%
45STARBUCKS CORPSBUX88,913$6.9M0.72%
46TJX COS INC NEW87254010962,751$6.9M0.72%
47FIRST TR EXCHANGE-TRADED FD33733E807262,033$6.9M0.72%
48INTERNATIONAL BUSINESS MACHSINTR39,682$6.9M0.72%
49STERIS PLCSTE30,191$6.6M0.69%
50SCHWAB STRATEGIC TR80852479785,011$6.6M0.69%
51ZOETIS INCZTS37,986$6.6M0.69%
52HONEYWELL INTL INC43851610630,763$6.6M0.69%
53ABBVIE INCABBV36,835$6.3M0.66%
54STRYKER CORPORATIONSYK18,428$6.3M0.65%
55EMERSON ELEC COEMR56,013$6.2M0.64%
56ISHARES TR46429B598101,022$5.6M0.59%
57ALPHABET INCGOOG30,691$5.6M0.59%
58PHILIP MORRIS INTL INC71817210955,430$5.6M0.59%
59NIKE INCNKE74,346$5.6M0.59%
60UNITED PARCEL SERVICE INCUPS40,478$5.5M0.58%
61SCHWAB CHARLES CORPSCHW-PJ73,349$5.4M0.56%
62SPDR SER TR78468R853128,932$5.4M0.56%
63BAKER HUGHES COMPANYBKR151,315$5.3M0.56%
64KINDER MORGAN INC DELEP-PC263,074$5.2M0.55%
65CENCORA INCCOR23,033$5.2M0.54%
66MONDELEZ INTL INC60920710578,311$5.1M0.54%
67CISCO SYS INCCSCO106,681$5.1M0.53%
68DUKE ENERGY CORP NEWDUKB49,539$5.0M0.52%
69DIAMONDBACK ENERGY INCFANG24,293$4.9M0.51%
70HERSHEY COHSY26,026$4.8M0.50%
71BLUE OWL CAPITAL INCOWL264,036$4.7M0.49%
72J P MORGAN EXCHANGE TRADED F46641Q33280,260$4.5M0.48%
73BERKSHIRE HATHAWAY INC DELBRK-A10,993$4.5M0.47%
74VULCAN MATLS CO92916010917,671$4.4M0.46%
75SYSCO CORPSYY60,833$4.3M0.45%
76CITIGROUP INCC-PR65,257$4.1M0.43%
77AMGEN INCAMGN12,258$3.8M0.40%
78COHEN & STEERS INFRASTRUCTUR19248A109167,120$3.8M0.39%
79ELEVANCE HEALTH INCELV6,824$3.7M0.39%
80SPDR GOLD TRGLD16,926$3.6M0.38%
81UNITEDHEALTH GROUP INCUNH6,691$3.4M0.36%
82CORPAY INCCPAY12,535$3.3M0.35%
83ADVANCED MICRO DEVICES INCAMD20,471$3.3M0.35%
84COSTCO WHSL CORP NEW22160K1053,761$3.2M0.33%
85PIMCO CORPORATE & INCOME OPPPTY218,428$3.1M0.33%
86PALO ALTO NETWORKS INCPANW7,855$2.7M0.28%
87UBER TECHNOLOGIES INCUBER35,155$2.6M0.27%
88FS KKR CAP CORPFSK129,060$2.5M0.27%
89AMERICAN EXPRESS COAXP10,860$2.5M0.26%
90UNION PAC CORPUNP9,005$2.0M0.21%
91BLACKSTONE INCBX16,321$2.0M0.21%
92PAYPAL HLDGS INCPYPL33,523$1.9M0.20%
93SHELL PLCRYDAF26,293$1.9M0.20%
94EDWARDS LIFESCIENCES CORPEW20,397$1.9M0.20%
95VANGUARD SPECIALIZED FUNDS92190884410,286$1.9M0.20%
96T-MOBILE US INCTMUSZ10,475$1.8M0.19%
97HOME DEPOT INCHD5,042$1.7M0.18%
98BLACKROCK DEBT STRATEGIES FDBLK152,411$1.7M0.17%
99MATCH GROUP INC NEWMTCH54,311$1.6M0.17%
100DIMENSIONAL ETF TRUST25434V70850,006$1.6M0.17%
101LYFT INCLYFT113,448$1.6M0.17%
102VANGUARD WHITEHALL FDS92194681019,285$1.6M0.16%
103TETRA TECH INC NEWTTEK7,364$1.5M0.16%
104SPDR SER TR78464A64959,848$1.5M0.16%
105EXXON MOBIL CORPXOM13,034$1.5M0.16%
106VANGUARD WHITEHALL FDS92194640612,443$1.5M0.15%
107VERIZON COMMUNICATIONS INCVZ35,682$1.5M0.15%
108DOUBLELINE INCOME SOLUTIONSDSL116,057$1.5M0.15%
109THERMO FISHER SCIENTIFIC INCTMO2,595$1.4M0.15%
110WASTE MGMT INC DEL94106L1096,657$1.4M0.15%
111CHURCHILL DOWNS INCCHDN10,047$1.4M0.15%
112HIMS & HERS HEALTH INCHIMS69,303$1.4M0.15%
113WALMART INCWMT20,398$1.4M0.14%
114META PLATFORMS INCMETA2,737$1.4M0.14%
115CHEVRON CORP NEWCVX8,711$1.4M0.14%
116VERTEX PHARMACEUTICALS INCVRTX2,907$1.4M0.14%
117GOLDMAN SACHS ETF TRNVGLF13,371$1.3M0.14%
118DOUBLELINE OPPORTUNISTIC CRDBL86,636$1.3M0.14%
119ISHARES TR46428864625,615$1.3M0.14%
120BROWN & BROWN INCBRO14,315$1.3M0.13%
121TESLA INCTSLA6,023$1.2M0.12%
122PRIMO WATER CORPORATION74167P10853,865$1.2M0.12%
123J P MORGAN EXCHANGE TRADED F46641Q83722,859$1.2M0.12%
124ISHARES TR46428815810,917$1.1M0.12%
125ISHARES GOLD TRIAU25,415$1.1M0.12%
126ARES CAPITAL CORPARCC53,199$1.1M0.12%
127VALE S AVALE98,264$1.1M0.11%
128BROOKFIELD ASSET MANAGMT LTD11300410528,637$1.1M0.11%
129ISHARES TR4642876223,626$1.1M0.11%
130S&P GLOBAL INCSPGI2,382$1.1M0.11%
131PFIZER INCPFE37,832$1.1M0.11%
132CHENIERE ENERGY INCLNG5,987$1.0M0.11%
133BLUE OWL CAPITAL CORPORATIONOWL68,139$1.0M0.11%
134AT&T INCT-PC54,423$1.0M0.11%
135NEXTERA ENERGY PARTNERS LPNEE-PW37,422$1.0M0.11%
136PHILLIPS 66PSX7,281$1.0M0.11%
137INTEL CORPINTC33,032$1.0M0.11%
138SELECT SECTOR SPDR TR81369Y8034,444$1.0M0.10%
139ISHARES TR46428722610,313$1.0M0.10%
140ISHARES TR4642878049,174$978,4990.10%
141PROGRESSIVE CORP7433151034,692$974,5750.10%
142US FOODS HLDG CORPUSFD18,088$958,3020.10%
143PROCTER AND GAMBLE CO7427181095,659$933,3590.10%
144ASPEN AEROGELS INCASPN38,904$927,8600.10%
145JOHNSON & JOHNSONJNJ6,273$916,8620.10%
146MERCK & CO INCMRK7,322$906,4490.09%
147ISHARES TR46436E7188,998$906,2070.09%
148WISDOMTREE TRWT17,406$875,7100.09%
149SYNOPSYS INCSNPS1,459$868,1930.09%
150ISHARES TR46428745710,318$842,4650.09%
151DOW INCDOW15,654$830,4450.09%
152DEERE & CODE2,187$817,0740.09%
153OMEGA HEALTHCARE INVS INC68193610023,665$810,5260.08%
154WEYERHAEUSER CO MTN BEWY28,420$806,8440.08%
155RIO TINTO PLCRTNTF12,041$793,8300.08%
156MASTERCARD INCORPORATEDMA1,790$789,6760.08%
157LAM RESEARCH CORPLRCX741$788,6270.08%
158ABBOTT LABSABLZF7,476$776,8640.08%
159VANGUARD INDEX FDS9229087692,849$762,1940.08%
160LOWES COS INC5486611073,391$747,5800.08%
161ISHARES TR46428824014,011$744,4260.08%
162ISHARES TR46434V86014,571$738,1450.08%
163VANGUARD INDEX FDS9229087361,961$733,4340.08%
164GLOBAL PMTS INC37940X1027,503$725,5400.08%
165ISHARES INC46434G76412,122$717,6290.07%
166BANK AMERICA CORP06050510417,686$703,3870.07%
167VANGUARD INDEX FDS9229087444,377$702,1150.07%
168APPLIED MATLS INC0382221052,876$678,6200.07%
169TARGET CORPTGT4,465$660,9470.07%
170ISHARES TR46432F8429,044$656,9560.07%
171DISNEY WALT CO2546871066,534$648,8070.07%
172SPDR SER TR78468R73913,697$646,3610.07%
173FISERV INCFISV4,272$636,6990.07%
174CROWDSTRIKE HLDGS INCCRWD1,631$624,9830.07%
175INVESCO EXCHANGE TRADED FD TIVZ5,974$614,0080.06%
176VANGUARD INDEX FDS9229083631,220$610,2290.06%
177CADENCE DESIGN SYSTEM INCCDNS1,956$601,9590.06%
178DIGITAL RLTY TR INC2538681033,910$594,4610.06%
179KLA CORPKLAC719$592,8230.06%
180PEPSICO INCPEP3,462$570,9880.06%
181LOCKHEED MARTIN CORPLMT1,222$570,8770.06%
182SOUTHERN COSOMN7,354$570,4500.06%
183ISHARES TR4642874406,046$566,2060.06%
184CONOCOPHILLIPSCOP4,913$561,9490.06%
185GLOBAL X FDS37954Y37623,506$555,8660.06%
186ISHARES TR46428868717,530$553,0580.06%
187MARTIN MARIETTA MATLS INC5732841061,016$550,4690.06%
188SPDR S&P MIDCAP 400 ETF TRMDY1,024$547,9220.06%
189MORGAN STANLEYMS-PQ5,615$545,7610.06%
190VANGUARD SCOTTSDALE FDS92206C4096,955$537,4840.06%
191VISTRA CORPVST6,093$523,8760.05%
192CHUBB LIMITEDCB1,993$508,3630.05%
193ISHARES TR4642871684,153$502,4300.05%
194SPDR SER TR78468R20016,177$499,0600.05%
195ISHARES TR46429B7474,946$492,0780.05%
196ISHARES TR4642874325,334$489,5930.05%
197MCDONALDS CORPMCD1,913$487,5760.05%
198CVS HEALTH CORPCVS8,200$484,3060.05%
199LULULEMON ATHLETICA INCLULU1,598$477,3230.05%
200PALANTIR TECHNOLOGIES INCPLTR18,808$476,4070.05%
201GALLAGHER ARTHUR J & CO3635761091,827$473,7590.05%
202SPDR INDEX SHS FDS78463X88913,221$463,7770.05%
203SELECT SECTOR SPDR TR81369Y60511,277$463,6170.05%
204IRON MTN INC DEL46284V1015,170$463,3350.05%
205PARKER-HANNIFIN CORPPH905$457,7580.05%
206QUALCOMM INCQCOM2,293$456,7590.05%
207M & T BK CORP55261F1043,001$454,2180.05%
208GSK PLCGLAXF11,789$453,8770.05%
209KRAFT HEINZ COKHC13,985$450,5970.05%
210THE CIGNA GROUP1255231001,353$447,2610.05%
211ISHARES INC46434G1038,083$432,6830.05%
212SPDR SER TR78464A8546,707$429,2670.04%
213SHERWIN WILLIAMS COSHW1,386$413,7160.04%
214CATERPILLAR INCCAT1,208$402,3850.04%
215SELECT SECTOR SPDR TR81369Y5064,400$401,0600.04%
216MARSH & MCLENNAN COS INC5717481021,886$397,4180.04%
217BROOKFIELD CORP11271J1079,419$391,2650.04%
218COINBASE GLOBAL INCCOIN1,718$381,7910.04%
219VANECK ETF TRUST92189F10611,105$376,7930.04%
220EOG RES INCEOG2,990$376,3510.04%
221SPDR DOW JONES INDL AVERAGE78467X109937$366,4890.04%
222ISHARES TR4642884143,324$354,1320.04%
223AMETEK INCAME2,038$339,7550.04%
224PROSHARES TR74348A4673,524$338,8070.04%
225ISHARES TR464287614928$338,2650.04%
226DANAHER CORPORATION2358511021,353$337,9880.04%
227MCKESSON CORPMCK578$337,5750.04%
228ISHARES TR4642875231,362$335,9100.04%
229HUMANA INCHUM885$330,6800.03%
230FORD MTR CO DEL34537086026,206$328,6230.03%
231VANGUARD BD INDEX FDS9219378274,224$323,9460.03%
232DIMENSIONAL ETF TRUST25434V4015,502$323,7930.03%
233FEDERAL SIGNAL CORPFSS3,805$318,3640.03%
234NOVO-NORDISK A SNONOF2,222$317,1680.03%
235NUVEEN REAL ESTATE INCOME FDNU41,075$313,8130.03%
236EATON CORP PLCETN997$312,6090.03%
237ASML HOLDING N VASMLF301$307,8420.03%
238LINDE PLCLIN698$306,3650.03%
239BOEING COBA-PA1,674$304,6850.03%
240TAIWAN SEMICONDUCTOR MFG LTD8740391001,747$303,7100.03%
241PAYCOM SOFTWARE INCPAYC2,111$301,9980.03%
242ENTERGY CORP NEWENO2,788$298,3160.03%
243VANGUARD SCOTTSDALE FDS92206C7716,538$296,8110.03%
244SAP SESAPGF1,470$296,5140.03%
245UNILEVER PLCUNLYF5,373$295,4840.03%
246GENUINE PARTS COGPC2,122$293,5150.03%
247VANGUARD INDEX FDS9229086291,208$292,4570.03%
248BROOKFIELD RENEWABLE CORPBEPC10,000$283,8000.03%
249WELLTOWER INCWELL2,718$283,3520.03%
250GRAYSCALE BITCOIN TR BTCGBTC5,302$282,2780.03%
251EASTERLY GOVT PPTYS INC27616P10322,400$277,0880.03%
252AMPHENOL CORP NEW0320951014,100$276,2170.03%
253MICRON TECHNOLOGY INCMU2,087$274,5030.03%
254INGERSOLL RAND INCIR3,015$273,8830.03%
255ENTERPRISE PRODS PARTNERS L2937921079,378$271,7740.03%
256VANGUARD INDEX FDS9229086521,578$266,3360.03%
257NEW YORK CMNTY BANCORP INC64944510382,040$264,1690.03%
258PULTE GROUP INC7458671012,327$256,2030.03%
259VANGUARD INTL EQUITY INDEX F9220427754,308$252,6130.03%
260VANGUARD INTL EQUITY INDEX F9220428585,770$252,4890.03%
261DUPONT DE NEMOURS INCDD3,120$251,0970.03%
262AAON INCAAON2,872$250,5780.03%
263SELECT SECTOR SPDR TR81369Y8863,603$245,5080.03%
264CINTAS CORPCTAS350$245,0910.03%
265COCA COLA COKO3,836$244,1610.03%
266GOLDMAN SACHS BDC INCGSBD15,985$240,2510.03%
267SCHWAB STRATEGIC TR8085242013,736$240,0430.03%
268SPDR SER TR78468R1018,068$232,9230.02%
269SELECT SECTOR SPDR TR81369Y2091,590$231,7430.02%
270WORKDAY INCWDAY1,010$225,7960.02%
271BRISTOL-MYERS SQUIBB COCELG-RI5,416$224,9280.02%
272BLACKROCK INCBLK283$222,5820.02%
273VANGUARD BD INDEX FDS9219378353,046$219,4640.02%
274KB HOMEKBH3,088$216,7160.02%
275HASBRO INCHAS3,703$216,6080.02%
276RESTAURANT BRANDS INTL INC76131D1033,030$213,2370.02%
277VANGUARD INDEX FDS9229085532,538$212,5830.02%
278KONINKLIJKE PHILIPS N VRYLPF8,430$212,4360.02%
279DIMENSIONAL ETF TRUST25434V7245,295$207,9350.02%
280ISHARES TR46434V6134,560$206,2030.02%
281GOLUB CAP BDC INC38173M10210,646$167,2470.02%
282BRIDGE INVT GROUP HLDGS INC10806B10020,960$155,5230.02%
283ARES COML REAL ESTATE CORP04013V10818,000$119,7000.01%
284HALEON PLCHLNCF10,211$84,3430.01%
285WARNER BROS DISCOVERY INCWBD10,660$79,3100.01%
286MEDICAL PPTYS TRUST INC58463J30416,050$69,1760.01%
287SOUNDHOUND AI INCSOUNW12,331$48,7080.01%
288TELLURIAN INC NEW87968A10429,728$20,5900.00%
289STANDARD LITHIUM LTDSLI15,511$19,3890.00%