Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings132 positions
UNITEDHEALTH GROUP INC | 468,522 | $174.3M | 5.7% | $251.34 | +34.28% | 9 qtrssince 2019-Q1 | Increased 69 |
CHEVRON CORPORATION | 1.6M | $169.8M | 5.5% | $74.43 | +12.31% | 9 qtrssince 2019-Q1 | Increased 64 |
HOME DEPOT INC | 546,368 | $166.8M | 5.4% | $211.75 | +25.70% | 9 qtrssince 2019-Q1 | Increased 68 |
GOLDMAN SACHS GROUP INC | 500,574 | $163.7M | 5.3% | $165.24 | +73.88% | 7 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 704,738 | $158M | 5.2% | $172.12 | +14.64% | 9 qtrssince 2019-Q1 | Increased 70 |
MICROSOFT CORP | 668,401 | $157.6M | 5.1% | $173.52 | +29.86% | 9 qtrssince 2019-Q1 | Increased 66 |
JOHNSON & JOHNSON | 946,990 | $155.6M | 5.1% | $129.74 | +8.84% | 9 qtrssince 2019-Q1 | Increased 95 |
HONEYWELL INTL INC | 695,305 | $150.9M | 4.9% | $167.27 | +14.80% | 3 qtrssince 2020-Q3 | Increased 83 |
VISA INC | 695,379 | $147.2M | 4.8% | $181.00 | +12.31% | 9 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 1.2M | $141.4M | 4.6% | $78.14 | +51.98% | 9 qtrssince 2019-Q1 | Increased 63 |
NIKE INC | 1M | $138.7M | 4.5% | $94.46 | +27.90% | 8 qtrssince 2019-Q2 | Increased 64 |
3M CO | 634,724 | $122.3M | 4.0% | $133.04 | +0.14% | 9 qtrssince 2019-Q1 | Increased 89 |
LOCKHEED MARTIN CORP | 326,191 | $120.5M | 3.9% | $318.77 | 0.00% | 1 qtr | New 83 |
JPMORGAN CHASE & CO | 693,814 | $105.6M | 3.4% | $88.72 | +48.91% | 9 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 721,803 | $98M | 3.2% | $36.21 | +16.56% | 9 qtrssince 2019-Q1 | Decreased 0 |
DUKE ENERGY CORP NEW | 978,870 | $94.5M | 3.1% | $70.02 | +11.59% | 9 qtrssince 2019-Q1 | Increased 67 |
PROCTER & GAMBLE CO | 688,272 | $93.2M | 3.0% | $102.03 | +14.51% | 9 qtrssince 2019-Q1 | Increased 70 |
COCA COLA CO | 1.7M | $91M | 3.0% | $44.80 | +0.11% | 9 qtrssince 2019-Q1 | Increased 83 |
DOW HLDGS INC | 1.3M | $86.1M | 2.8% | $47.55 | +0.16% | 8 qtrssince 2019-Q2 | Increased 82 |
AMGEN INC | 340,203 | $84.6M | 2.8% | $206.93 | +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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 24 new positions, 5 exits, 48 increased. Top move: JNJ (INCREASED, conviction 95). Portfolio: $3.1B across 132 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