Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings91 positions
UNITEDHEALTH GROUP INC | 645,019 | $328.9M | 6.6% | $295.77 | +58.50% | 13 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.7M | $288.1M | 5.8% | $97.66 | +74.87% | 13 qtrssince 2019-Q1 | Increased 61 |
CHEVRON CORPORATION | 1.7M | $274.5M | 5.5% | $78.33 | +75.41% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 873,962 | $269.5M | 5.4% | $199.65 | +48.78% | 13 qtrssince 2019-Q1 | Increased 68 |
MCDONALDS CORP | 1.1M | $265M | 5.4% | $188.89 | +17.82% | 13 qtrssince 2019-Q1 | Increased 68 |
INTERCONTINENTAL EXCHANGE IN | 2M | $263.5M | 5.3% | $117.68 | +5.68% | 4 qtrssince 2021-Q2 | Increased 92 |
PROCTER & GAMBLE CO | 1.7M | $261.8M | 5.3% | $124.65 | +9.06% | 13 qtrssince 2019-Q1 | Increased 67 |
VISA INC | 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% | $206.20 | +43.40% | 11 qtrssince 2019-Q3 | Increased 65 |
JPMORGAN CHASE & CO | 1.6M | $214.4M | 4.3% | $114.84 | +6.01% | 13 qtrssince 2019-Q1 | Increased 66 |
HOME DEPOT INC | 704,883 | $211M | 4.3% | $271.25 | -1.79% | 13 qtrssince 2019-Q1 | Increased 64 |
MARATHON PETE CORP | 2.4M | $209M | 4.2% | $59.82 | +29.95% | 2 qtrssince 2021-Q4 | Increased 63 |
DEERE & CO | 498,333 | $207M | 4.2% | $392.37 | 0.00% | 1 qtr | New 85 |
DUKE ENERGY CORP NEW | 1.5M | $169.8M | 3.4% | $77.16 | +23.65% | 13 qtrssince 2019-Q1 | Increased 64 |
CSX CORP | 4.5M | $169M | 3.4% | $29.31 | +20.07% | 12 qtrssince 2019-Q2 | Increased 63 |
JOHNSON & JOHNSON | 916,575 | $162.4M | 3.3% | $134.91 | +15.73% | 13 qtrssince 2019-Q1 | Increased 63 |
AFLAC INC | 2.5M | $158.8M | 3.2% | $58.20 | 0.00% | 1 qtr | New 84 |
CISCO SYS INC | 2.7M | $151.9M | 3.1% | $53.00 | -7.36% | 13 qtrssince 2019-Q1 | Increased 80 |
UNITED PARCEL SVCS INC | 690,983 | $148.2M | 3.0% | $183.99 | +0.18% | 13 qtrssince 2019-Q1 | Increased 84 |
DOW HLDGS INC | 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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
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
Verify source filings on SEC EDGAR