Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings132 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 468,522 | $174.3M | 5.7% | $255.57 | +35.21% | 9 qtrssince 2019-Q1 | Increased 69 |
CHEVRON CORP | 1.6M | $169.8M | 5.5% | $75.08 | +12.31% | 9 qtrssince 2019-Q1 | Increased 64 |
HOME DEPOT INC | 546,368 | $166.8M | 5.4% | $215.52 | +26.00% | 9 qtrssince 2019-Q1 | Increased 68 |
GOLDMAN SACHS GROUP INC | 500,574 | $163.7M | 5.3% | $169.25 | +74.88% | 7 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 704,738 | $158M | 5.2% | $175.69 | +14.94% | 9 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 668,401 | $157.6M | 5.1% | $173.01 | +28.88% | 9 qtrssince 2019-Q1 | Increased 66 |
JOHNSON & JOHNSON | 946,990 | $155.6M | 5.1% | $132.10 | +9.04% | 9 qtrssince 2019-Q1 | Increased 95 |
HONEYWELL INTL INC | 695,305 | $150.9M | 4.9% | $161.85 | +15.19% | 3 qtrssince 2020-Q3 | Increased 83 |
VISA INC-CLASS A SHARES | 695,379 | $147.2M | 4.8% | $181.00 | +12.31% | 9 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.2M | $141.4M | 4.6% | $103.87 | +14.33% | 9 qtrssince 2019-Q1 | Increased 63 |
NIKE INC -CL B | 1M | $138.7M | 4.5% | $96.15 | +29.03% | 8 qtrssince 2019-Q2 | Increased 64 |
3M CO | 634,724 | $122.3M | 4.0% | $135.65 | +0.15% | 9 qtrssince 2019-Q1 | Increased 89 |
LOCKHEED MARTIN CORP | 326,191 | $120.5M | 3.9% | $325.45 | 0.00% | 1 qtr | New 83 |
JPMORGAN CHASE & CO | 693,814 | $105.6M | 3.4% | $90.19 | +50.84% | 9 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 721,803 | $98M | 3.2% | $36.35 | +16.77% | 9 qtrssince 2019-Q1 | Decreased 0 |
DUKE ENERGY CORP | 978,870 | $94.5M | 3.1% | $70.79 | +11.96% | 9 qtrssince 2019-Q1 | Increased 67 |
PROCTER & GAMBLE CO/THE | 688,272 | $93.2M | 3.0% | $102.71 | +14.51% | 9 qtrssince 2019-Q1 | Increased 70 |
COCA-COLA CO/THE | 1.7M | $91M | 3.0% | $46.05 | +0.12% | 9 qtrssince 2019-Q1 | Increased 83 |
DOW CHEMICAL CO/THE | 1.3M | $86.1M | 2.8% | $49.69 | +0.17% | 8 qtrssince 2019-Q2 | Increased 82 |
AMGEN INC | 340,203 | $84.6M | 2.8% | $208.14 | +1.41% | 9 qtrssince 2019-Q1 | Increased 60 |
Capital Wealth Planning, LLC manages $3.1B across 132 positions as of Q1 2021. Top holdings: UNH (5.7%), CVX (5.5%), HD (5.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 24 new positions, 5 exits, 48 increased. Top move: JNJ (INCREASED, conviction 95). Portfolio: $3.1B across 132 positions.
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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