Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings236 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HOME DEPOT INC | 431,557 | $80.6M | 5.1% | $178.57 | -4.38% | 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% | $221.48 | +3.33% | 5 qtrssince 2019-Q1 | Increased 77 |
VISA INC-CLASS A SHARES | 445,513 | $71.8M | 4.5% | $169.55 | -9.33% | 5 qtrssince 2019-Q1 | Increased 56 |
PEPSICO INC | 588,876 | $70.7M | 4.5% | $107.10 | -1.77% | 5 qtrssince 2019-Q1 | Increased 80 |
MCDONALDS CORP | 420,996 | $69.6M | 4.4% | $165.75 | -11.16% | 5 qtrssince 2019-Q1 | Increased 80 |
MERCK & CO. INC. | 901,953 | $69.4M | 4.4% | $67.37 | -9.13% | 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% | $159.89 | -12.90% | 3 qtrssince 2019-Q3 | Increased 88 |
JPMORGAN CHASE & CO | 727,259 | $65.5M | 4.1% | $89.70 | -11.50% | 5 qtrssince 2019-Q1 | Increased 68 |
JOHNSON & JOHNSON | 472,737 | $62M | 3.9% | $114.43 | -1.20% | 5 qtrssince 2019-Q1 | Increased 74 |
CHEVRON CORP | 839,378 | $60.8M | 3.8% | $81.82 | -32.72% | 5 qtrssince 2019-Q1 | Increased 70 |
WALMART INC | 530,194 | $60.2M | 3.8% | $33.56 | +5.59% | 5 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 605,008 | $58.4M | 3.7% | $130.50 | -25.29% | 5 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 352,280 | $55.6M | 3.5% | $145.33 | +4.96% | 5 qtrssince 2019-Q1 | Increased 55 |
VERIZON COMMUNICATIONS INC | 834,741 | $44.9M | 2.8% | $40.15 | -3.81% | 5 qtrssince 2019-Q1 | Increased 54 |
ABBOTT LABORATORIES | 560,172 | $44.2M | 2.8% | $73.80 | -3.38% | 5 qtrssince 2019-Q1 | Increased 53 |
NIKE INC -CL B | 527,731 | $43.7M | 2.7% | $91.83 | -13.99% | 4 qtrssince 2019-Q2 | Increased 54 |
MONDELEZ INTERNATIONAL INC-A | 866,004 | $43.4M | 2.7% | $46.02 | -3.64% | 5 qtrssince 2019-Q1 | Increased 52 |
DUKE ENERGY CORP | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
Best and worst performing positions by estimated return
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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