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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 Q1 2024 · Filed April 16, 2024 · Accession 0001794543-24-000002

Total Value
$874.5M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F388399,125$43.2M4.94%
2VANGUARD TAX-MANAGED FDS921943858750,136$37.6M4.30%
3ISHARES TR46432F339207,306$34.1M3.90%
4VANGUARD INDEX FDS922908637140,711$33.7M3.86%
5ISHARES TR46432F396175,485$32.9M3.76%
6J P MORGAN EXCHANGE TRADED F46641Q332542,463$31.4M3.59%
7ISHARES TR46434VBG41,023,541$25.6M2.93%
8ISHARES TR46434VBD11,011,562$25.1M2.87%
9ISHARES TR46435UAA9933,361$22.2M2.54%
10ISHARES TR46435U515891,363$22.2M2.54%
11ISHARES TR46435GAA0927,909$22.1M2.53%
12ISHARES TR46435G409685,983$19.4M2.21%
13VANGUARD INTL EQUITY INDEX F922042858429,841$18.0M2.05%
14SCHWAB STRATEGIC TR808524763302,909$17.3M1.98%
15ISHARES TR46435U697648,681$16.8M1.92%
16ISHARES TR46435U283668,607$16.8M1.92%
17ISHARES TR46435U325664,782$16.8M1.92%
18ISHARES TR46435U259662,225$16.8M1.92%
19ISHARES TR46435U432634,147$16.8M1.92%
20EA SERIES TRUST02072L607461,010$15.5M1.78%
21WALKER & DUNLOP INCWD145,651$14.7M1.68%
22ISHARES TR46434V456364,480$14.5M1.65%
23ISHARES TR46434V449343,149$13.5M1.54%
24PIMCO ETF TR72201R833124,965$12.6M1.44%
25SAVERONE 2014 LTDSVREW8,575,019$11.3M1.29%
26APPLE INCAAPL57,224$9.8M1.12%
27VANGUARD INDEX FDS92290874457,958$9.4M1.08%
28VANGUARD INDEX FDS92290875140,673$9.3M1.06%
29VANGUARD INDEX FDS92290873626,721$9.2M1.05%
30SCHWAB STRATEGIC TR808524730307,337$8.5M0.98%
31MICROSOFT CORPMSFT19,774$8.3M0.95%
32SCHWAB STRATEGIC TR808524805189,536$7.4M0.85%
33ISHARES TR464288877119,948$6.5M0.75%
34EA SERIES TRUST02072L102143,277$6.4M0.74%
35VANGUARD BD INDEX FDS92203C303121,094$6.0M0.69%
36ISHARES TR46428888557,113$5.9M0.68%
37DOUBLELINE ETF TRUST25861R303112,798$5.8M0.66%
38JANUS DETROIT STR TR47103U845113,882$5.8M0.66%
39EA SERIES TRUST02072L40995,830$5.7M0.65%
40J P MORGAN EXCHANGE TRADED F46641Q753110,939$4.6M0.53%
41GOLDMAN SACHS ETF TRNVGLF44,411$4.6M0.53%
42WISDOMTREE TRWT119,225$4.5M0.52%
43J P MORGAN EXCHANGE TRADED F46641Q65486,588$4.4M0.50%
44ELI LILLY & COLLY4,647$3.6M0.41%
45VANGUARD INDEX FDS92290876913,655$3.5M0.41%
46J P MORGAN EXCHANGE TRADED F46641Q77965,182$3.4M0.39%
47EA SERIES TRUST02072L201120,630$3.3M0.37%
48J P MORGAN EXCHANGE TRADED F46641Q76159,625$3.2M0.36%
49NVIDIA CORPORATIONNVDA3,360$3.0M0.35%
50EA SERIES TRUST02072L300100,605$2.9M0.34%
51SCHWAB STRATEGIC TR80852420146,120$2.9M0.33%
52EXXON MOBIL CORPXOM24,483$2.8M0.33%
53INNOVATOR ETFS TRUSTINHD92,123$2.7M0.31%
54VISA INCV9,618$2.7M0.31%
55NOVO-NORDISK A SNONOF20,764$2.7M0.30%
56SCHWAB STRATEGIC TR808524706104,712$2.6M0.30%
57MERCK & CO INCMRK19,545$2.6M0.29%
58HOME DEPOT INCHD6,487$2.5M0.28%
59INVESCO EXCH TRADED FD TR IIIVZ126,801$2.5M0.28%
60JOHNSON & JOHNSONJNJ15,317$2.4M0.28%
61COSTCO WHSL CORP NEW22160K1053,300$2.4M0.28%
62ALPHABET INCGOOG15,521$2.4M0.27%
63WALMART INCWMT39,097$2.4M0.27%
64VERIZON COMMUNICATIONS INCVZ54,494$2.3M0.26%
65PROCTER AND GAMBLE CO74271810913,320$2.2M0.25%
66GOLDMAN SACHS ETF TRNVGLF62,622$2.1M0.25%
67PACER FDS TR69374H10540,212$1.9M0.22%
68UNITEDHEALTH GROUP INCUNH3,810$1.9M0.22%
69PEPSICO INCPEP9,897$1.7M0.20%
70RELX PLCRLXXF39,604$1.7M0.20%
71BERKSHIRE HATHAWAY INC DELBRK-A3,876$1.6M0.19%
72SCHWAB STRATEGIC TR80852475545,170$1.6M0.18%
73AMAZON COM INCAMZN8,776$1.6M0.18%
74CISCO SYS INCCSCO31,360$1.6M0.18%
75ADOBE INCADBE3,073$1.6M0.18%
76HONEYWELL INTL INC4385161067,477$1.5M0.18%
77CANADIAN NATL RY CO13637510210,836$1.4M0.16%
78META PLATFORMS INCMETA2,885$1.4M0.16%
79ORACLE CORPORCL-PD10,906$1.4M0.16%
80LOCKHEED MARTIN CORPLMT2,947$1.3M0.15%
81MCKESSON CORPMCK2,468$1.3M0.15%
82UNION PAC CORPUNP5,074$1.2M0.14%
83INVESCO EXCH TRADED FD TR IIIVZ24,682$1.2M0.14%
84WASTE MGMT INC DEL94106L1095,717$1.2M0.14%
85ALTRIA GROUP INCMO27,708$1.2M0.14%
86NOVARTIS AGNVSEF12,479$1.2M0.14%
87CHUNGHWA TELECOM CO LTDCHT29,787$1.2M0.13%
88BLACKSTONE INCBX8,848$1.2M0.13%
89CRH PLCCRH13,168$1.1M0.13%
90ALLSTATE CORPALL-PJ6,523$1.1M0.13%
91BUILDERS FIRSTSOURCE INCBLDR5,406$1.1M0.13%
92VANGUARD INDEX FDS9229083632,310$1.1M0.13%
93INVESCO CURRENCYSHARES EUROFXE11,109$1.1M0.13%
94MARATHON PETE CORPMARA5,422$1.1M0.12%
95ISHARES TR46435U85329,468$1.1M0.12%
96OREILLY AUTOMOTIVE INC67103H107945$1.1M0.12%
97UBS GROUP AGUBS34,652$1.1M0.12%
98CADENCE DESIGN SYSTEM INCCDNS3,349$1.0M0.12%
99ARES CAPITAL CORPARCC49,920$1.0M0.12%
100MONDELEZ INTL INC60920710514,743$1.0M0.12%
101ISHARES U S ETF TR46431W83820,434$1.0M0.12%
102TAIWAN SEMICONDUCTOR MFG LTD8740391007,465$1.0M0.12%
103INNOVATOR ETFS TRUSTINHD25,550$999,2610.11%
104FS KKR CAP CORPFSK52,226$995,9500.11%
105ILLINOIS TOOL WKS INC4523081093,698$992,2840.11%
106JPMORGAN CHASE & COVYLD4,953$992,0700.11%
107AFLAC INCAFL11,439$982,1530.11%
108VANGUARD INDEX FDS9229086115,107$979,8640.11%
109INNOVATOR ETFS TRUSTINHD22,477$978,6490.11%
110AUTOZONE INCAZO310$977,0120.11%
111ISHARES TR46429B69711,574$967,3930.11%
112BANK AMERICA CORP06050510425,417$963,8130.11%
113ALPHABET INCGOOG6,252$943,6140.11%
114MARSH & MCLENNAN COS INC5717481024,576$942,5640.11%
115SCHWAB STRATEGIC TR8085243009,945$922,1000.11%
116MARRIOTT INTL INC NEW5719032023,599$908,0640.10%
117PACER FDS TR69374H68330,747$893,8150.10%
118KROGER COKR15,504$885,7440.10%
119GENERAL DYNAMICS CORPGD3,112$879,1700.10%
120PNC FINL SVCS GROUP INC6934751055,420$875,8720.10%
121CGI INCGIB7,823$864,3630.10%
122COLGATE PALMOLIVE COCL9,539$858,9870.10%
123AUTOMATIC DATA PROCESSING INADP3,379$843,8710.10%
124BROADCOM INCAVGO604$800,5480.09%
125GENERAL MLS INC37033410411,125$778,4160.09%
126TRAVELERS COMPANIES INCTRV3,372$776,0320.09%
127FAIR ISAAC CORPFICO616$769,7600.09%
128P T TELEKOMUNIKASI INDONESIA71568410633,433$744,2190.09%
129AMGEN INCAMGN2,615$743,4970.09%
130AON PLCAON2,187$729,8460.08%
131J & J SNACK FOODS CORPJJSF4,950$715,5720.08%
132FS CREDIT OPPORTUNITIES CORPFSCO120,087$712,1160.08%
133AMERICAN INTL GROUP INC0268747848,995$703,1390.08%
134ZOETIS INCZTS4,155$703,0680.08%
135ISHARES TR4642885706,867$692,2620.08%
136OPENLANE INCOPLN38,400$664,3200.08%
137HARTFORD FINL SVCS GROUP INCHIG-PG6,277$646,8450.07%
138CDW CORPCDW2,525$645,8450.07%
139KIMBERLY-CLARK CORPKMB4,910$635,1090.07%
1403M COMMM5,945$630,6100.07%
141INFOSYS LTDINFY34,531$619,1410.07%
142GENERAL ELECTRIC CO3696043013,498$614,0040.07%
143GRAINGER W W INC384802104597$607,3280.07%
144ESSENTIAL UTILS INC29670G10216,345$605,5820.07%
145REPUBLIC SVCS INC7607591003,138$600,7390.07%
146SAP SESAPGF3,027$590,3560.07%
147FASTENAL COFAST7,606$586,7270.07%
148BEST BUY INCBBY7,037$577,2450.07%
149VANGUARD STAR FDS9219097689,558$576,3340.07%
150CITIGROUP INCC-PR9,005$569,4760.07%
151KLA CORPKLAC812$567,2390.06%
152JABIL INCJBL4,228$566,3410.06%
153VERISK ANALYTICS INCVRSK2,325$548,0720.06%
154INTEL CORPINTC12,374$546,5610.06%
155JANUS DETROIT STR TR47103U75310,881$531,9760.06%
156FRANKLIN TEMPLETON ETF TRFGDL21,626$529,7370.06%
157SCHWAB STRATEGIC TR8085244096,914$525,3490.06%
158DISNEY WALT CO2546871064,284$524,1560.06%
159BRITISH AMERN TOB PLC11044810717,031$519,4460.06%
160ACCENTURE PLC IRELANDACN1,486$515,0620.06%
161DELL TECHNOLOGIES INCDELL4,507$514,2940.06%
162GRAYSCALE BITCOIN TR BTCGBTC8,141$514,2670.06%
163HONDA MOTOR LTDHNDAF13,770$512,6570.06%
164CELESTICA INCCLS11,184$502,6090.06%
165BANCO BILBAO VIZCAYA ARGENTABBVXF41,902$496,1200.06%
166VANGUARD WELLINGTON FD9219358054,157$496,0960.06%
167INVESCO EXCHANGE TRADED FD TIVZ14,000$492,6600.06%
168INNOVATOR ETFS TRUSTINHD12,187$491,5020.06%
169INVESCO EXCHANGE TRADED FD TIVZ12,440$488,6430.06%
170COMCAST CORP NEWCCZ11,164$483,9410.06%
171J P MORGAN EXCHANGE TRADED F46641Q2098,577$483,1420.06%
172CARDINAL HEALTH INCCAH4,269$477,7010.05%
173VALERO ENERGY CORPVLO2,782$474,8600.05%
174COCA-COLA FEMSA SAB DE CVCOCSF4,879$474,2390.05%
175ORIX CORPORXCF4,244$467,6890.05%
176JOHN HANCOCK EXCHANGE TRADED47804J1077,213$467,1140.05%
177GOLDMAN SACHS GROUP INCGSCE1,105$461,5470.05%
178ISHARES TR4642875232,040$460,8770.05%
179WELLS FARGO CO NEW9497461017,916$458,8120.05%
180PHILIP MORRIS INTL INC7181721094,833$442,7990.05%
181VIPSHOP HLDGS LTDVIPS26,658$441,1900.05%
182CAPITAL ONE FINL CORP14040H1052,957$440,2680.05%
183CHURCH & DWIGHT CO INCCHD4,217$439,8750.05%
184EBAY INC.EBAY8,268$436,3610.05%
185LENNAR CORPLEN-B2,448$421,0070.05%
186SCHWAB STRATEGIC TR8085247975,142$414,5990.05%
187ABBVIE INCABBV2,269$413,1510.05%
188CHEVRON CORP NEWCVX2,592$408,8050.05%
189ISHARES TR4642878043,687$407,4870.05%
190THE CIGNA GROUP1255231001,121$407,1360.05%
191BANK NEW YORK MELLON CORP0640581007,047$406,0480.05%
192HP INCHPQ13,376$404,2230.05%
193LENNOX INTL INC526107107811$396,3840.05%
194S&P GLOBAL INCSPGI929$395,2430.05%
195SELECT SECTOR SPDR TR81369Y4072,072$381,0200.04%
196YUM BRANDS INCYUM2,737$379,4850.04%
197PULTE GROUP INC7458671013,144$379,2290.04%
198ISHARES INC46434G1037,284$375,8770.04%
199LOWES COS INC5486611071,447$368,5940.04%
200VANGUARD WELLINGTON FD9219355082,427$367,1570.04%
201PIMCO ETF TR72201R7183,860$366,1600.04%
202SUPER MICRO COMPUTER INCSMCI361$364,6210.04%
203CENCORA INCCOR1,498$363,9990.04%
204COGNIZANT TECHNOLOGY SOLUTIOCTSH4,937$361,8330.04%
205BOOKING HOLDINGS INCBKNG99$359,1600.04%
206CATERPILLAR INCCAT961$352,1750.04%
207NVR INCNVR43$348,2980.04%
208VANGUARD WELLINGTON FD9219357062,519$344,9270.04%
209VIATRIS INCVTRS28,871$344,7200.04%
210CF INDS HLDGS INC1252691004,106$341,6600.04%
211VANGUARD SPECIALIZED FUNDS9219088441,864$340,3850.04%
212PAYCHEX INCPAYX2,760$338,9280.04%
213RELIANCE INCRS995$332,5090.04%
214ABBOTT LABSABLZF2,916$331,4330.04%
215LEIDOS HOLDINGS INCLDOS2,527$331,2640.04%
216US BANCORP DELUSB-PS7,410$331,2270.04%
217GERDAU SAGGB73,781$326,1120.04%
218BERKSHIRE HATHAWAY INC DELBRK-A1,800$323,4000.04%
219PROSPECT CAP CORPPSEC-PA57,967$319,9780.04%
220INNOVATOR ETFS TRUSTINHD8,982$319,7590.04%
221RTX CORPORATIONRTX3,276$319,5080.04%
222ORANGEORANY27,054$318,4260.04%
223BERKSHIRE HATHAWAY INC DELBRK-A1,500$317,4610.04%
224NIKE INCNKE3,366$316,2950.04%
225J P MORGAN EXCHANGE TRADED F46641Q4072,797$313,2750.04%
226AMERIPRISE FINL INC03076C106712$312,1690.04%
227BERKSHIRE HATHAWAY INC DELBRK-A1,400$309,6580.04%
228ARISTA NETWORKS INCANET1,058$306,7990.04%
229SHERWIN WILLIAMS COSHW880$305,6500.03%
230EATON CORP PLCETN977$305,4880.03%
231MID-AMER APT CMNTYS INC59522J1032,297$302,2880.03%
232BARCLAYS PLCBCLYF31,912$301,5680.03%
233CONOCOPHILLIPSCOP2,369$301,5260.03%
234ISHARES TR46432F8424,058$301,1580.03%
235COCA COLA COKO4,922$301,1050.03%
236ROYAL BK CDA7800871022,981$300,7230.03%
237STELLANTIS N.VSTLA10,271$290,6690.03%
238ONEOK INC NEWOKE3,583$287,2360.03%
239BOOZ ALLEN HAMILTON HLDG CORBAH1,925$285,7470.03%
240BOEING COBA-PA1,475$284,6600.03%
241CHECK POINT SOFTWARE TECH LTM224651041,719$281,9330.03%
242NATWEST GROUP PLCRBSPF41,243$280,4520.03%
243TELEFONICA BRASIL SAVIV27,727$279,2110.03%
244BLACKROCK INCBLK334$278,4560.03%
245WP CAREY INC92936U1094,907$276,9510.03%
246J P MORGAN EXCHANGE TRADED F46641Q8375,487$276,8190.03%
247EXPEDITORS INTL WASH INC3021301092,275$276,5720.03%
248COTERRA ENERGY INCCTRA9,899$275,9840.03%
249ASTRAZENECA PLCAZN4,065$275,4040.03%
250VANECK ETF TRUST92189F6761,208$271,7880.03%
251PETROLEO BRASILEIRO SA PETRO71654V40817,766$270,2210.03%
252MANULIFE FINL CORP56501R10610,789$269,6170.03%
253EXPEDIA GROUP INCEXPE1,930$265,8580.03%
254INNOVATOR ETFS TRUSTINHD6,669$261,9730.03%
255INTUITINTU398$258,7000.03%
256PLDT INCPHTCF10,479$258,4120.03%
257J P MORGAN EXCHANGE TRADED F46641Q1595,658$257,7780.03%
258INTERNATIONAL BUSINESS MACHSINTR1,346$256,9920.03%
259EQUITABLE HLDGS INCEQH-PC6,685$254,0970.03%
260PALO ALTO NETWORKS INCPANW890$252,8760.03%
261ISHARES TR464287200481$252,8760.03%
262INNOVATOR ETFS TRUSTINHD8,073$252,5640.03%
263ISHARES TR46429B6893,556$252,0840.03%
264MICRON TECHNOLOGY INCMU2,133$251,4590.03%
265IMPERIAL OIL LTDIMO3,634$251,2180.03%
266BLOCK INCBSQKZ2,949$249,4260.03%
267INNOVATOR ETFS TRUSTINHD6,142$249,3890.03%
268SCHWAB STRATEGIC TR8085246075,055$248,9080.03%
269STEEL DYNAMICS INCSTLD1,673$247,9890.03%
270MANHATTAN ASSOCIATES INCMANH988$247,2270.03%
271GLOBE LIFE INCGL-PD2,116$246,2390.03%
272AGILENT TECHNOLOGIES INCA1,669$242,8560.03%
273AMERICAN EXPRESS COAXP1,062$241,8070.03%
274SHELL PLCRYDAF3,604$241,6120.03%
275EMCOR GROUP INCEME689$241,2880.03%
276VERTEX PHARMACEUTICALS INCVRTX577$241,1920.03%
277PAYCOM SOFTWARE INCPAYC1,206$240,0060.03%
278SIMPLIFY EXCHANGE TRADED FUN82889N2027,701$239,4130.03%
279UNITED PARCEL SERVICE INCUPS1,595$237,0650.03%
280ASML HOLDING N VASMLF244$236,7950.03%
281SPDR S&P 500 ETF TRSPY451$236,0050.03%
282DEERE & CODE570$234,0520.03%
283VALE S AVALE19,161$233,5730.03%
284ALIBABA GROUP HLDG LTDBBAAY3,194$231,1180.03%
285LLOYDS BANKING GROUP PLCLLOBF89,069$230,6890.03%
286SUNCOR ENERGY INC NEWSU6,221$229,6170.03%
287ASGN INCASGN2,174$227,7480.03%
288SALESFORCE INCCRM755$227,3910.03%
289SEAGATE TECHNOLOGY HLDNGS PLSE2,425$225,6460.03%
290MSCI INCMSCI402$225,3010.03%
291VANGUARD INTL EQUITY INDEX F9220427753,840$225,2140.03%
292NORFOLK SOUTHN CORP655844108879$224,0110.03%
293DIMENSIONAL ETF TRUST25434V7245,457$223,1920.03%
294SYNCHRONY FINANCIALSYF-PB5,156$222,3270.03%
295STARBUCKS CORPSBUX2,431$222,1440.03%
296BRISTOL-MYERS SQUIBB COCELG-RI4,096$222,1260.03%
297SPDR SER TR78464A7631,689$221,6640.03%
298SIMON PPTY GROUP INC NEW8288061091,409$220,4940.03%
299NETAPP INCNTAP2,096$220,0170.03%
300MOODYS CORPMCO553$217,3460.02%
301GILEAD SCIENCES INCGILD2,964$217,1130.02%
302GLOBAL PMTS INC37940X1021,608$214,9250.02%
303HUBBELL INCHUBB499$207,1100.02%
304TESLA INCTSLA1,177$206,9730.02%
305PFIZER INCPFE7,321$203,1570.02%
306STRYKER CORPORATIONSYK567$203,0190.02%
307FINVOLUTION GROUPFVGPY35,465$178,7440.02%
308VODAFONE GROUP PLC NEW92857W30819,190$170,7910.02%
309KT CORPKT10,584$148,3880.02%
310BANCO SANTANDER S.A.BCDRF28,751$139,1550.02%
311FERROGLOBE PLCGSM26,079$129,8730.01%
312TURKCELL ILETISIM HIZMETLERITKC23,363$121,2540.01%
313CEMEX SAB DE CVCXMSF12,717$114,5800.01%
314BERKSHIRE HATHAWAY INC DELBRK-A600$113,0000.01%
315TELEFONICA S ATELFY14,070$62,0490.01%
316ICL GROUP LTDICL10,102$54,3490.01%
317ADTHEORENT HOLDING COMPANYADT12,163$39,0430.00%
318RIBBON COMMUNICATIONS INCRBBN10,000$32,0000.00%
319SMART SAND INCSND16,447$31,4140.00%
320QUDIAN INCHTT12,065$30,1630.00%