Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings236 positions
HOME DEPOT INC | 431,557 | $80.6M | 5.1% | $173.86 | -8.48% | 5 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 308,664 | $78.5M | 4.9% | $60.01 | +2.20% | 5 qtrssince 2019-Q1 | Increased 88 |
UNITEDHEALTH GROUP INC | 298,121 | $74.3M | 4.7% | $216.74 | +2.76% | 5 qtrssince 2019-Q1 | Increased 77 |
VISA INC | 445,513 | $71.8M | 4.5% | $169.55 | -9.33% | 5 qtrssince 2019-Q1 | Increased 56 |
PEPSICO INC | 588,876 | $70.7M | 4.5% | $102.24 | -4.42% | 5 qtrssince 2019-Q1 | Increased 80 |
MCDONALDS CORP | 420,996 | $69.6M | 4.4% | $161.67 | -12.14% | 5 qtrssince 2019-Q1 | Increased 80 |
MERCK & CO INC | 901,953 | $69.4M | 4.4% | $65.98 | -9.11% | 5 qtrssince 2019-Q1 | Increased 58 |
| 711,356 | $67.1M | 4.2% | — | — | 2 qtrssince 2019-Q4 | Increased 88 | |
GOLDMAN SACHS GROUP INC | 427,990 | $66.2M | 4.2% | $154.70 | -14.08% | 3 qtrssince 2019-Q3 | Increased 88 |
JPMORGAN CHASE & CO | 727,259 | $65.5M | 4.1% | $88.18 | -14.13% | 5 qtrssince 2019-Q1 | Increased 68 |
JOHNSON & JOHNSON | 472,737 | $62M | 3.9% | $112.21 | -2.24% | 5 qtrssince 2019-Q1 | Increased 74 |
CHEVRON CORPORATION | 839,378 | $60.8M | 3.8% | $81.82 | -32.72% | 5 qtrssince 2019-Q1 | Increased 70 |
WALMART INC | 530,194 | $60.2M | 3.8% | $33.35 | +4.17% | 5 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 605,008 | $58.4M | 3.7% | $130.50 | -25.29% | 5 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 352,280 | $55.6M | 3.5% | $144.47 | +3.28% | 5 qtrssince 2019-Q1 | Increased 55 |
VERIZON COMMUNICATIONS INC | 834,741 | $44.9M | 2.8% | $38.29 | -5.61% | 5 qtrssince 2019-Q1 | Increased 54 |
ABBOTT LABORATORIES | 560,172 | $44.2M | 2.8% | $73.08 | -4.84% | 5 qtrssince 2019-Q1 | Increased 53 |
NIKE INC | 527,731 | $43.7M | 2.7% | $89.71 | -16.89% | 4 qtrssince 2019-Q2 | Increased 54 |
MONDELEZ INTL INC | 866,004 | $43.4M | 2.7% | $46.02 | -3.64% | 5 qtrssince 2019-Q1 | Increased 52 |
DUKE ENERGY CORP NEW | 518,301 | $41.9M | 2.6% | $68.43 | -3.83% | 5 qtrssince 2019-Q1 | Increased 53 |
Capital Wealth Planning, LLC manages $1.6B across 236 positions as of Q1 2020. Top holdings: HD (5.1%), AAPL (4.9%), UNH (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 84 new positions, 36 exits, 80 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $1.6B across 236 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR