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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

Kathmere Capital Management, LLC

Quarter ended Q3 2023 · Filed July 11, 2023 · Accession 0001794543-23-000008

Total Value
$643.5M
Positions
238
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (238)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS92203C303944,551$46.4M7.22%
2PIMCO ETF TR72201R833428,984$42.8M6.65%
3ISHARES TR46432F388368,870$34.6M5.38%
4VANGUARD TAX-MANAGED FDS921943858638,333$29.5M4.58%
5ISHARES TR46432F339204,654$27.6M4.29%
6J P MORGAN EXCHANGE TRADED F46641Q332492,938$27.3M4.24%
7VANGUARD INDEX FDS922908637132,169$26.8M4.16%
8ISHARES TR46432F396166,642$24.0M3.74%
9PIMCO ETF TR72201R718223,114$20.9M3.25%
10J P MORGAN EXCHANGE TRADED F46641Q654378,775$19.2M2.98%
11ISHARES TR46435G409619,494$15.8M2.45%
12WALKER & DUNLOP INCWD181,703$14.4M2.23%
13VANGUARD INTL EQUITY INDEX F922042858349,529$14.2M2.21%
14SCHWAB STRATEGIC TR808524763272,514$13.7M2.14%
15EA SERIES TRUST02072L607429,243$13.5M2.09%
16ISHARES U S ETF TR46431W838256,447$12.8M1.99%
17ISHARES TR46434V456327,896$11.7M1.81%
18APPLE INCAAPL55,206$10.7M1.66%
19ISHARES TR46434V449300,469$10.0M1.55%
20VANGUARD INDEX FDS92290875138,100$7.6M1.18%
21ISHARES TR46428815868,471$7.1M1.11%
22SCHWAB STRATEGIC TR808524805198,651$7.1M1.10%
23SCHWAB STRATEGIC TR808524730255,519$6.8M1.06%
24VANGUARD INDEX FDS92290873624,154$6.8M1.06%
25VANGUARD INDEX FDS92290874446,615$6.6M1.03%
26ISHARES TR464288877131,521$6.4M1.00%
27ISHARES TR46428888562,239$5.9M0.92%
28PIMCO ETF TR72201R874103,089$5.1M0.79%
29EA SERIES TRUST02072L102143,796$5.0M0.77%
30MICROSOFT CORPMSFT14,507$4.9M0.77%
31GOLDMAN SACHS ETF TRNVGLF52,490$4.6M0.71%
32PGIM ETF TR69344A10790,489$4.5M0.69%
33WISDOMTREE TRWT129,347$4.5M0.69%
34ISHARES TR46434V87888,384$4.4M0.69%
35EA SERIES TRUST02072L40993,698$4.4M0.68%
36J P MORGAN EXCHANGE TRADED F46641Q753116,360$4.2M0.65%
37INNOVATOR ETFS TRINHD118,251$3.1M0.48%
38VANGUARD INDEX FDS92290876913,022$2.9M0.45%
39J P MORGAN EXCHANGE TRADED F46641Q76163,992$2.8M0.44%
40J P MORGAN EXCHANGE TRADED F46641Q77966,706$2.8M0.44%
41EA SERIES TRUST02072L201116,677$2.8M0.43%
42SCHWAB STRATEGIC TR808524706112,617$2.8M0.43%
43SCHWAB STRATEGIC TR80852420149,574$2.6M0.40%
44EXXON MOBIL CORPXOM23,655$2.5M0.39%
45GOLDMAN SACHS ETF TRNVGLF79,979$2.5M0.39%
46JANUS DETROIT STR TR47103U88651,356$2.5M0.38%
47EA SERIES TRUST02072L30092,825$2.4M0.37%
48INVESCO EXCH TRADED FD TR IIIVZ121,999$2.3M0.35%
49PACER FDS TR69374H10554,014$2.2M0.35%
50JOHNSON & JOHNSONJNJ13,242$2.2M0.34%
51PEPSICO INCPEP11,087$2.1M0.32%
52MERCK & CO INCMRK17,462$2.0M0.31%
53LILLY ELI & COLLY4,123$1.9M0.30%
54VISA INCV8,104$1.9M0.30%
55UNITEDHEALTH GROUP INCUNH3,629$1.7M0.27%
56WALMART INCWMT10,134$1.6M0.25%
57CISCO SYS INCCSCO29,093$1.5M0.23%
58PROCTER AND GAMBLE CO7427181099,819$1.5M0.23%
59ORACLE CORPORCL-PD11,860$1.4M0.22%
60NOVO-NORDISK A SNONOF8,156$1.3M0.21%
61HOME DEPOT INCHD4,019$1.2M0.19%
62HONEYWELL INTL INC4385161065,871$1.2M0.19%
63BERKSHIRE HATHAWAY INC DELBRK-A3,566$1.2M0.19%
64INVESCO EXCH TRADED FD TR IIIVZ26,713$1.2M0.19%
65PACER FDS TR69374H68341,570$1.1M0.18%
66SCHWAB STRATEGIC TR80852475534,728$1.1M0.17%
67INVESCO CURRENCYSHARES EUROFXE11,109$1.1M0.17%
68COSTCO WHSL CORP NEW22160K1052,050$1.1M0.17%
69FS KKR CAP CORPFSK56,270$1.1M0.17%
70NOVARTIS AGNVSEF10,265$1.0M0.16%
71ADOBE SYSTEMS INCORPORATEDADBE2,049$1.0M0.16%
72VANGUARD INDEX FDS9229083632,389$972,9580.15%
73ALTRIA GROUP INCMO21,361$967,6530.15%
74ARES CAPITAL CORPARCC49,920$937,9970.15%
75MONDELEZ INTL INC60920710512,721$927,8700.14%
76MCKESSON CORPMCK2,162$923,8440.14%
77INNOVATOR ETFS TRINHD24,150$910,9360.14%
78INNOVATOR ETFS TRINHD25,689$901,9410.14%
79CHUNGHWA TELECOM CO LTDCHT23,901$891,2680.14%
80RELX PLCRLXXF26,398$882,4850.14%
81OREILLY AUTOMOTIVE INC67103H107914$873,1440.14%
82VANGUARD INDEX FDS9229086115,088$841,5020.13%
83LOCKHEED MARTIN CORPLMT1,790$824,0800.13%
84ALPHABET INCGOOG6,849$819,8250.13%
85SCHWAB STRATEGIC TR80852479711,142$809,1320.13%
86ISHARES TR46429B69710,641$790,9800.12%
87J & J SNACK FOODS CORPJJSF4,950$783,8820.12%
88SCHWAB STRATEGIC TR80852430010,068$754,5960.12%
89SIMPLIFY EXCHANGE TRADED FUN82889N20226,492$723,4870.11%
90KIMBERLY-CLARK CORPKMB5,164$712,9420.11%
91BLACKSTONE INCBX7,518$698,9630.11%
92BUILDERS FIRSTSOURCE INCBLDR5,105$694,2800.11%
93CANADIAN NATL RY CO1363751025,713$691,6730.11%
94WASTE MGMT INC DEL94106L1093,969$688,2520.11%
95ALPHABET INCGOOG5,686$687,8350.11%
96UNION PAC CORPUNP3,356$686,7050.11%
97AUTOZONE INCAZO274$683,1810.11%
98FAIR ISAAC CORPFICO818$661,9340.10%
99TAIWAN SEMICONDUCTOR MFG LTD8740391006,311$636,9060.10%
100NVIDIA CORPORATIONNVDA1,478$625,2700.10%
101ZOETIS INCZTS3,532$608,2460.09%
1023M COMMM5,934$593,8920.09%
103COLGATE PALMOLIVE COCL7,684$591,9750.09%
104OPENLANE INCOPLN38,400$584,4480.09%
105CHEVRON CORP NEWCVX3,666$576,8450.09%
106FS CREDIT OPPORTUNITIES CORPFSCO120,087$570,4130.09%
107P T TELEKOMUNIKASI INDONESIA71568410620,722$552,6560.09%
108UBS GROUP AGUBS27,234$552,0330.09%
109JPMORGAN CHASE & COVYLD3,594$522,6700.08%
110INVESCO EXCHANGE TRADED FD TIVZ2,999$515,3180.08%
111CGI INCGIB4,877$514,1820.08%
112HERSHEY COHSY2,057$513,5280.08%
113PHILIP MORRIS INTL INC7181721095,152$502,9380.08%
114AUTOMATIC DATA PROCESSING INADP2,279$500,9010.08%
115MARSH & MCLENNAN COS INC5717481022,643$497,0950.08%
116AMAZON COM INCAMZN3,596$468,7130.07%
117SCHWAB STRATEGIC TR8085244096,985$468,6450.07%
118AON PLCAON1,340$462,5680.07%
119AMGEN INCAMGN2,018$448,0360.07%
120VANGUARD STAR FDS9219097687,963$446,5500.07%
121VIATRIS INCVTRS44,406$443,1720.07%
122HOST HOTELS & RESORTS INCHST26,218$441,2490.07%
123INNOVATOR ETFS TRINHD12,298$433,8170.07%
124AMERICAN INTL GROUP INC0268747847,394$425,4510.07%
125ISHARES TR46434VBG417,270$425,1910.07%
126TRAVELERS COMPANIES INCTRV2,423$420,7780.07%
127ISHARES INC46434G1038,512$419,5400.07%
128AMERICAN EXPRESS COAXP2,399$417,9060.06%
129AFLAC INCAFL5,913$412,7270.06%
130INVESCO EXCHANGE TRADED FD TIVZ1,400$411,7260.06%
131DISNEY WALT CO2546871064,526$404,0680.06%
132JOHN HANCOCK EXCHANGE TRADED47804J1077,213$395,9220.06%
133KLA CORPKLAC809$392,3810.06%
134VIPSHOP HOLDINGS LIMITEDVIPS23,516$388,0140.06%
135ILLINOIS TOOL WKS INC4523081091,544$386,2470.06%
136GERDAU SAGGB73,781$385,1370.06%
137S&P GLOBAL INCSPGI933$374,0300.06%
138CRH PLCCRH6,705$373,6700.06%
139HONDA MOTOR LTDHNDAF12,260$371,6010.06%
140MID-AMER APT CMNTYS INC59522J1032,390$362,9900.06%
141CHURCH & DWIGHT CO INCCHD3,596$360,4270.06%
142GENERAL ELECTRIC CO3696043013,240$355,9400.06%
143REPUBLIC SVCS INC7607591002,310$353,8230.05%
144ABBVIE INCABBV2,607$351,1940.05%
145JABIL INCJBL3,241$349,8010.05%
146GENERAL MLS INC3703341044,558$349,5990.05%
147ALLSTATE CORPALL-PJ3,204$349,3640.05%
148ASTRAZENECA PLCAZN4,853$347,3290.05%
149CARDINAL HEALTH INCCAH3,671$347,1660.05%
150CDW CORPCDW1,872$343,5120.05%
151INNOVATOR ETFS TRINHD10,803$343,3100.05%
152META PLATFORMS INCMETA1,191$341,6620.05%
153CITIGROUP INCC-PR7,420$341,6170.05%
154MARATHON PETE CORPMARA2,853$332,6600.05%
155KROGER COKR7,060$331,8200.05%
156ROYAL BK CDA7800871023,472$331,6110.05%
157WP CAREY INC92936U1094,907$331,5170.05%
158GRAINGER W W INC384802104419$330,4190.05%
159SAP SESAPGF2,326$318,2200.05%
160RAYTHEON TECHNOLOGIES CORPRTX3,242$317,5860.05%
161VANGUARD BD INDEX FDS9219378354,340$315,4680.05%
162VERIZON COMMUNICATIONS INCVZ8,473$315,1110.05%
163INTEL CORPINTC9,353$312,7650.05%
164VERISK ANALYTICS INCVRSK1,370$309,6610.05%
165DOW INCDOW5,797$308,7460.05%
166COMCAST CORP NEWCCZ7,371$306,2470.05%
167J P MORGAN EXCHANGE TRADED F46641Q2095,775$299,8960.05%
168COCA COLA COKO4,890$294,5010.05%
169PROSPECT CAP CORPPSEC-PA47,267$293,0550.05%
170NVR INCNVR46$292,1290.05%
171HARTFORD FINL SVCS GROUP INCHIG-PG4,049$291,6090.05%
172ISHARES TR46432F8424,316$291,3560.05%
173INNOVATOR ETFS TRINHD8,435$290,5990.05%
174INNOVATOR ETFS TRINHD7,984$289,2340.04%
175ABBOTT LABSABLZF2,626$286,2870.04%
176GENERAL DYNAMICS CORPGD1,289$277,3290.04%
177LOWES COS INC5486611071,224$276,2570.04%
178ISHARES TR46435G31810,811$275,5770.04%
179ISHARES TR4642878042,765$275,5320.04%
180J P MORGAN EXCHANGE TRADED F46641Q8375,487$275,1180.04%
181J P MORGAN EXCHANGE TRADED F46641Q4072,797$273,4690.04%
182ISHARES TR46434VAX810,777$272,5500.04%
183BROADCOM INCAVGO312$270,6380.04%
184HEWLETT PACKARD ENTERPRISE CHPE-PC16,107$270,5980.04%
185SYNCHRONY FINANCIALSYF-PB7,943$269,4270.04%
186PFIZER INCPFE7,266$266,4990.04%
187BANCO BILBAO VIZCAYA ARGENTABBVXF34,689$266,4120.04%
188AIR PRODS & CHEMS INCAIIR876$262,3880.04%
189BCE INCBCPPF5,744$261,8690.04%
190WELLS FARGO CO NEW9497461016,063$258,7690.04%
191BIOGEN INCBIIB907$258,3590.04%
192VANGUARD SPECIALIZED FUNDS9219088441,587$257,7760.04%
193DELL TECHNOLOGIES INCDELL4,740$256,4810.04%
194VALERO ENERGY CORPVLO2,109$247,3860.04%
195VANGUARD INTL EQUITY INDEX F9220427754,534$246,6950.04%
196VANGUARD WELLINGTON FD9219358052,472$246,3350.04%
197NEXTERA ENERGY INCNEE-PW3,315$245,9730.04%
198FOX CORPFOX7,220$245,4800.04%
199AMERIPRISE FINL INC03076C106738$245,1340.04%
200BLACKROCK INCBLK350$241,8990.04%
201ORIX CORPORXCF2,625$239,4260.04%
202DISCOVER FINL SVCS2547091082,048$239,3090.04%
203EQUITABLE HLDGS INCEQH-PC8,805$239,1440.04%
204PETROLEO BRASILEIRO SA PETRO71654V40817,105$236,5620.04%
205BEST BUY INCBBY2,808$230,1160.04%
206FASTENAL COFAST3,890$229,4710.04%
207BRISTOL-MYERS SQUIBB COCELG-RI3,582$229,0690.04%
208ISHARES TR464287200512$228,2040.04%
209TESLA INCTSLA865$226,5330.04%
210RELIANCE STEEL & ALUMINUM CORS827$224,6050.03%
211THE CIGNA GROUP125523100779$218,5870.03%
212SCHWAB STRATEGIC TR8085246074,973$217,8170.03%
213PUBLIC STORAGEPSA-PS743$216,8670.03%
214BERKSHIRE HATHAWAY INC DELBRK-A1,500$213,0210.03%
215BERKSHIRE HATHAWAY INC DELBRK-A1,400$211,5120.03%
216BANK NEW YORK MELLON CORP0640581004,743$211,1580.03%
217PAYCHEX INCPAYX1,854$207,4070.03%
218INFOSYS LTDINFY12,888$207,1100.03%
219INNOVATOR ETFS TRINHD7,086$206,4170.03%
220INTERPUBLIC GROUP COS INCINTR5,224$201,5420.03%
221MCDONALDS CORPMCD674$201,1690.03%
222ISHARES TR46436E8828,091$200,7380.03%
223FORD MTR CO DEL34537086012,229$185,0250.03%
224NEWPARK RES INCNPKI32,844$171,7740.03%
225BARCLAYS PLCBCLYF20,939$164,5810.03%
226TELEFONICA BRASIL SAVIV17,956$163,9380.03%
227ORANGEORANY12,384$144,1500.02%
228HIMAX TECHNOLOGIES INCHIMX19,524$131,7870.02%
229TURKCELL ILETISIM HIZMETLERITKC29,307$104,6260.02%
230GARRETT MOTION INCGTX13,060$98,8640.02%
231NATWEST GROUP PLCRBSPF16,053$98,2440.02%
232BANCO SANTANDER S.A.BCDRF24,734$91,7630.01%
233CEMEX SAB DE CVCXMSF12,836$90,8790.01%
234PARATEK PHARMACEUTICALS INC69937430230,000$66,3000.01%
235FERROGLOBE PLCGSM13,103$62,5010.01%
236OWLET INCOWLTW122,214$41,5650.01%
237LEXINFINTECH HLDGS LTDLX17,004$38,9390.01%
238THE LION ELECTRIC COMPANY53622110436,400$1,3030.00%