Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings91 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 645,019 | $328.9M | 6.6% | $302.21 | +61.56% | 13 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.7M | $288.1M | 5.8% | $115.71 | +47.60% | 13 qtrssince 2019-Q1 | Increased 61 |
CHEVRON CORP | 1.7M | $274.5M | 5.5% | $78.33 | +75.41% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 873,962 | $269.5M | 5.4% | $200.48 | +51.79% | 13 qtrssince 2019-Q1 | Increased 68 |
MCDONALDS CORP | 1.1M | $265M | 5.4% | $192.96 | +18.42% | 13 qtrssince 2019-Q1 | Increased 68 |
INTERCONTINENTALEXCHANGE GRO COM | 2M | $263.5M | 5.3% | $119.96 | +6.51% | 4 qtrssince 2021-Q2 | Increased 92 |
PROCTER & GAMBLE CO/THE | 1.7M | $261.8M | 5.3% | $124.65 | +9.06% | 13 qtrssince 2019-Q1 | Increased 67 |
VISA INC-CLASS A SHARES | 1.2M | $255.8M | 5.2% | $194.81 | +9.98% | 13 qtrssince 2019-Q1 | Increased 73 |
GOLDMAN SACHS GROUP INC | 672,904 | $222.1M | 4.5% | $211.59 | +44.15% | 11 qtrssince 2019-Q3 | Increased 65 |
JPMORGAN CHASE & CO | 1.6M | $214.4M | 4.3% | $116.65 | +8.63% | 13 qtrssince 2019-Q1 | Increased 66 |
HOME DEPOT INC | 704,883 | $211M | 4.3% | $276.59 | +1.41% | 13 qtrssince 2019-Q1 | Increased 64 |
MARATHON PETROLEUM CORP | 2.4M | $209M | 4.2% | $60.04 | +30.75% | 2 qtrssince 2021-Q4 | Increased 63 |
DEERE AND CO | 498,333 | $207M | 4.2% | $394.63 | 0.00% | 1 qtr | New 85 |
DUKE ENERGY CORP | 1.5M | $169.8M | 3.4% | $77.16 | +23.65% | 13 qtrssince 2019-Q1 | Increased 64 |
CSX CORP | 4.5M | $169M | 3.4% | $30.08 | +19.20% | 12 qtrssince 2019-Q2 | Increased 63 |
JOHNSON & JOHNSON | 916,575 | $162.4M | 3.3% | $137.62 | +16.81% | 13 qtrssince 2019-Q1 | Increased 63 |
AFLAC INC | 2.5M | $158.8M | 3.2% | $60.12 | 0.00% | 1 qtr | New 84 |
CISCO SYSTEMS INC | 2.7M | $151.9M | 3.1% | $53.00 | -7.36% | 13 qtrssince 2019-Q1 | Increased 80 |
UNITED PARCEL SERVICE-CL B | 690,983 | $148.2M | 3.0% | $183.99 | +0.18% | 13 qtrssince 2019-Q1 | Increased 84 |
DOW CHEMICAL CO/THE | 2.1M | $134.2M | 2.7% | $50.54 | +2.45% | 12 qtrssince 2019-Q2 | Increased 82 |
Capital Wealth Planning, LLC manages $4.9B across 91 positions as of Q1 2022. Top holdings: UNH (6.6%), AAPL (5.8%), CVX (5.5%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 13 new positions, 25 exits, 30 increased. Top move: ICE (INCREASED, conviction 92). Portfolio: $4.9B across 91 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