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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

Capital Wealth Planning, LLC

Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002085853-25-000273

Total Value
$14.19B
Positions
185
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (185)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS GROUP INCGSCE675,744$538.1M3.79%
2APPLE INCAAPL1,977,434$503.5M3.55%
3JPMORGAN CHASE & CO.VYLD1,555,358$490.6M3.46%
4CATERPILLAR INCCAT1,009,448$481.7M3.39%
5AMERICAN EXPRESS COAXP1,372,211$455.8M3.21%
6MICROSOFT CORPMSFT873,728$452.5M3.19%
7CME GROUP INCCME1,570,227$424.3M2.99%
8SPDR SERIES TRUST78468R6634,594,158$421.5M2.97%
9VISA INCV1,226,657$418.8M2.95%
10RTX CORPORATIONRTX2,395,331$400.8M2.83%
11HOME DEPOT INCHD987,087$400.0M2.82%
12INTERNATIONAL BUSINESS MACHSINTR1,387,914$391.6M2.76%
13TJX COS INC NEW8725401092,530,931$365.8M2.58%
14META PLATFORMS INCMETA466,835$342.8M2.42%
15MCDONALDS CORPMCD1,072,501$325.9M2.30%
16APPLE INCAAPL1,239,323$315.6M2.22%
17CATERPILLAR INCCAT609,738$290.9M2.05%
18MICROSOFT CORPMSFT560,762$290.4M2.05%
19RTX CORPORATIONRTX1,638,683$274.2M1.93%
20VISA INCV798,925$272.7M1.92%
21HOME DEPOT INCHD662,361$268.4M1.89%
22AMERICAN EXPRESS COAXP797,031$264.7M1.87%
23CME GROUP INCCME962,279$260.0M1.83%
24JPMORGAN CHASE & CO.VYLD816,336$257.5M1.81%
25GOLDMAN SACHS GROUP INCGSCE311,839$248.3M1.75%
26HONEYWELL INTL INC4385161061,158,075$243.8M1.72%
27AGNICO EAGLE MINES LTDAEM1,436,743$242.2M1.71%
28PROCTER AND GAMBLE CO7427181091,535,090$235.9M1.66%
29CHEVRON CORP NEWCVX1,507,415$234.1M1.65%
30AMGEN INCAMGN825,780$233.0M1.64%
31TJX COS INC NEW8725401091,588,767$229.6M1.62%
32INTERNATIONAL BUSINESS MACHSINTR789,647$222.8M1.57%
33META PLATFORMS INCMETA299,274$219.8M1.55%
34MCDONALDS CORPMCD689,784$209.6M1.48%
35SPDR DOW JONES INDL AVERAGE78467X109450,955$209.1M1.47%
36HONEYWELL INTL INC438516106966,772$203.5M1.43%
37AMPLIFY ETF TR0321086721,924,542$192.8M1.36%
38AGNICO EAGLE MINES LTDAEM1,084,612$182.8M1.29%
39DUKE ENERGY CORP NEWDUKB1,419,663$175.7M1.24%
40VERIZON COMMUNICATIONS INCVZ3,828,444$168.3M1.19%
41CHEVRON CORP NEWCVX1,066,931$165.7M1.17%
42MERCK & CO INCMRK1,932,789$162.2M1.14%
43PROCTER AND GAMBLE CO7427181091,000,812$153.8M1.08%
44COCA COLA COKO2,283,023$151.4M1.07%
45DUKE ENERGY CORP NEWDUKB1,024,223$126.7M0.89%
46FASTENAL COFAST2,355,800$115.5M0.81%
47MERCK & CO INCMRK1,258,653$105.6M0.74%
48VERIZON COMMUNICATIONS INCVZ2,333,559$102.6M0.72%
49SPDR S&P 500 ETF TRSPY54,791$36.5M0.26%
50NVIDIA CORPORATIONNVDA191,134$35.7M0.25%
51ALIBABA GROUP HLDG LTDBBAAY134,406$24.0M0.17%
52ALPHABET INCGOOG86,597$21.1M0.15%
53AMAZON COM INCAMZN82,973$18.2M0.13%
54TAIWAN SEMICONDUCTOR MFG LTD87403910061,699$17.2M0.12%
55MITSUBISHI UFJ FINL GROUP IN6068221041,066,591$17.0M0.12%
56RAYMOND JAMES FINL INC75473010994,260$16.3M0.11%
57BROADCOM INCAVGO47,000$15.5M0.11%
58NOVARTIS AGNVSEF118,905$15.2M0.11%
59GRUPO CIBEST SACIB284,643$14.8M0.10%
60TESLA INCTSLA31,029$13.8M0.10%
61BARCLAYS PLCBCLYF666,132$13.8M0.10%
62SUMITOMO MITSUI FINL GROUP I86562M209786,865$13.2M0.09%
63EMBRAER S.A.EMBJ200,033$12.1M0.09%
64NETEASE INCNETTF76,751$11.7M0.08%
65SOUTHERN COPPER CORPSCCO91,716$11.1M0.08%
66ICICI BANK LIMITEDIBN363,553$11.0M0.08%
67ENBRIDGE INCENNPF215,415$10.9M0.08%
68NETFLIX INCNFLX8,943$10.7M0.08%
69SONY GROUP CORPSNEJF366,915$10.6M0.07%
70SAP SESAPGF39,470$10.5M0.07%
71WHEATON PRECIOUS METALS CORPWPM91,974$10.3M0.07%
72ATOUR LIFESTYLE HLDGS LTDATAT259,235$9.7M0.07%
73ASML HOLDING N VASMLF10,064$9.7M0.07%
74SPDR GOLD TRGLD26,972$9.6M0.07%
75BRITISH AMERN TOB PLC110448107175,224$9.3M0.07%
76BANCO BILBAO VIZCAYA ARGENTABBVXF479,089$9.2M0.07%
77CAMECO CORPCCJ109,518$9.2M0.06%
78TENCENT MUSIC ENTMT GROUPXHLD372,664$8.7M0.06%
79SEA LTDSE46,720$8.4M0.06%
80IMPERIAL OIL LTDIMO91,692$8.3M0.06%
81ADVANCED MICRO DEVICES INCAMD50,430$8.2M0.06%
82ASTRAZENECA PLCAZN104,642$8.0M0.06%
83ISHARES TR46428746579,465$7.4M0.05%
84QUEST DIAGNOSTICS INCDGX36,493$7.0M0.05%
85ROBINHOOD MKTS INC77070010248,438$6.9M0.05%
86VODAFONE GROUP PLC NEW92857W308549,135$6.4M0.04%
87COUPANG INCCPNG195,915$6.3M0.04%
88SPDR DOW JONES INDL AVERAGE78467X10912,678$5.9M0.04%
89T-MOBILE US INCTMUSZ24,131$5.8M0.04%
90PACCAR INCPCAR57,449$5.6M0.04%
91STRYKER CORPORATIONSYK15,177$5.6M0.04%
92LINDE PLCLIN11,608$5.5M0.04%
93BANCO SANTANDER S.A.BCDRF500,176$5.2M0.04%
94ELI LILLY & COLLY6,693$5.1M0.04%
95ENI S P A26874R108146,084$5.1M0.04%
96COSTCO WHSL CORP NEW22160K1055,490$5.1M0.04%
97FERRARI N VRACE10,301$5.0M0.04%
98ISHARES SILVER TRSLV117,237$5.0M0.04%
99KOREA ELEC PWR CORP500631106380,348$5.0M0.03%
100CISCO SYS INCCSCO70,085$4.8M0.03%
101KRANESHARES TRUST500767306112,539$4.7M0.03%
102COMPANHIA DE SANEAMENTO BASISBS189,623$4.7M0.03%
103CRH PLCCRH38,027$4.6M0.03%
104AMERICA MOVIL SAB DE CVAMXOF214,828$4.5M0.03%
105CENCORA INCCOR14,351$4.5M0.03%
106ALLSTATE CORPALL-PJ20,895$4.5M0.03%
107SELECT SECTOR SPDR TR81369Y60582,736$4.5M0.03%
108FOMENTO ECONOMICO MEXICANO S34441910645,110$4.4M0.03%
109XP INCXP228,032$4.3M0.03%
110MELCO RESORTS AND ENTMNT LTD585464100451,089$4.1M0.03%
111PHILIP MORRIS INTL INC71817210925,137$4.1M0.03%
112COCA COLA COKO60,766$4.0M0.03%
113TOTALENERGIES SETTE64,641$3.9M0.03%
114INVESCO QQQ TRIVZ6,303$3.8M0.03%
115SELECT SECTOR SPDR TR81369Y70424,506$3.8M0.03%
116MERCADOLIBRE INCMELI1,586$3.7M0.03%
117ALTRIA GROUP INCMO55,809$3.7M0.03%
118KROGER COKR53,434$3.6M0.03%
119HASBRO INCHAS47,378$3.6M0.03%
120ORACLE CORPORCL-PD12,641$3.6M0.03%
121DOORDASH INCDASH12,577$3.4M0.02%
122ELBIT SYS LTDESLT6,627$3.4M0.02%
123NVIDIA CORPORATIONNVDA18,104$3.4M0.02%
124ROBLOX CORPRBLX24,090$3.3M0.02%
125ELI LILLY & COLLY4,362$3.3M0.02%
126ARCELORMITTAL SA LUXEMBOURGARCXF91,992$3.3M0.02%
127EXXON MOBIL CORPXOM28,364$3.2M0.02%
128JONES LANG LASALLE INCJLL10,327$3.1M0.02%
129ASE TECHNOLOGY HLDG CO LTDASX272,758$3.0M0.02%
130BOEING COBA-PA13,859$3.0M0.02%
131SPOTIFY TECHNOLOGY S ASPOT3,935$2.7M0.02%
132PROSHARES TR74349Y75373,583$2.7M0.02%
133TELEFONICA S ATELFY518,993$2.6M0.02%
134EATON CORP PLCETN7,017$2.6M0.02%
135UBER TECHNOLOGIES INCUBER26,463$2.6M0.02%
136GRUPO AEROPORTUARIO DEL CENT40050110223,675$2.5M0.02%
137PETROLEO BRASILEIRO SA PETRO71654V408187,017$2.4M0.02%
138TRAVELERS COMPANIES INCTRV8,000$2.2M0.02%
139BANK MONTREAL QUE06367110116,805$2.2M0.02%
140UNITEDHEALTH GROUP INCUNH6,088$2.1M0.01%
141UNITY SOFTWARE INCU49,069$2.0M0.01%
142PALANTIR TECHNOLOGIES INCPLTR10,740$2.0M0.01%
143BERKSHIRE HATHAWAY INC DELBRK-A3,840$1.9M0.01%
144CEMEX SAB DE CVCXMSF205,590$1.8M0.01%
145WALMART INCWMT17,274$1.8M0.01%
146AMPLIFY ETF TR03210840939,856$1.8M0.01%
147AMAZON COM INCAMZN7,381$1.6M0.01%
148PEPSICO INCPEP10,819$1.5M0.01%
149DRAFTKINGS INC NEWDKNG35,485$1.3M0.01%
150EMCOR GROUP INCEME1,700$1.1M0.01%
151REGIONS FINANCIAL CORP NEWRF-PF37,589$991,2220.01%
152JOHNSON & JOHNSONJNJ5,128$950,8440.01%
153ALPHABET INCGOOG3,836$932,5800.01%
154CORE NATURAL RESOURCES INCCNR9,300$776,3640.01%
155AST SPACEMOBILE INCASTS14,492$711,2670.01%
156PARKER-HANNIFIN CORPPH912$691,4330.00%
157NETFLIX INCNFLX561$672,5940.00%
158BROADCOM INCAVGO1,893$624,5200.00%
159MARATHON PETE CORPMARA3,027$583,4300.00%
160UNION PAC CORPUNP2,280$538,9420.00%
161GE AEROSPACE3696043011,758$528,8750.00%
162CISCO SYS INCCSCO6,653$455,1910.00%
163FIRST SOLAR INCFSLR2,000$441,0600.00%
164DEERE & CODE959$438,7020.00%
165CONSTELLATION ENERGY CORPCEG1,329$437,3680.00%
166NEWMARK GROUP INCNMRK21,351$398,1960.00%
167CHENIERE ENERGY INCLNG1,666$391,4770.00%
168TESLA INCTSLA776$345,1030.00%
169TELEDYNE TECHNOLOGIES INCTDY554$324,6660.00%
170ALPHABET INCGOOG1,332$324,4090.00%
171ENOVIX CORPORATIONENVX31,500$314,0550.00%
172MARSH & MCLENNAN COS INC5717481021,530$308,3410.00%
173KELLANOVABEKE3,700$303,4740.00%
174PEPSICO INCPEP2,145$301,2440.00%
175ROCKET LAB CORPRKLB5,953$285,2080.00%
176CAPITAL ONE FINL CORP14040H1051,300$276,3540.00%
177STATE STR CORPSTT-PG2,375$275,5240.00%
178CROWDSTRIKE HLDGS INCCRWD550$269,7090.00%
179GE VERNOVA INCGEV438$269,3270.00%
180AMPLIFY ETF TR0321085249,203$267,2430.00%
181SCHWAB STRATEGIC TR8085242019,701$255,5240.00%
182T-MOBILE US INCTMUSZ1,038$248,4760.00%
183FREEPORT-MCMORAN INCFCX6,196$243,0240.00%
184CINTAS CORPCTAS1,128$231,5330.00%
185EMERSON ELEC COEMR1,600$209,8880.00%