Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings136 positions
PROCTER & GAMBLE CO | 2.8M | $410.2M | 5.5% | $126.71 | +7.09% | 17 qtrssince 2019-Q1 | Increased 66 |
JPMORGAN CHASE & CO | 3M | $408.7M | 5.5% | $110.77 | +8.53% | 17 qtrssince 2019-Q1 | Increased 65 |
CHEVRON CORPORATION | 2.5M | $400.3M | 5.4% | $96.30 | +47.87% | 17 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 1.6M | $396.3M | 5.4% | $218.94 | +28.11% | 17 qtrssince 2019-Q1 | Increased 65 |
JOHNSON & JOHNSON | 2.4M | $374.8M | 5.1% | $145.71 | -3.75% | 17 qtrssince 2019-Q1 | Increased 69 |
VISA INC | 1.9M | $368.7M | 5.0% | $194.77 | +12.71% | 17 qtrssince 2019-Q1 | Increased 61 |
MCDONALDS CORP | 1.5M | $361.8M | 4.9% | $202.30 | +27.20% | 17 qtrssince 2019-Q1 | Increased 61 |
GENERAL MILLS INC | 3.9M | $360.7M | 4.9% | $69.25 | +9.05% | 4 qtrssince 2022-Q2 | Increased 62 |
UNITEDHEALTH GROUP INC | 862,344 | $342.8M | 4.6% | $338.42 | +30.10% | 17 qtrssince 2019-Q1 | Increased 63 |
HOME DEPOT INC | 1.3M | $329.7M | 4.5% | $265.71 | +1.45% | 17 qtrssince 2019-Q1 | Increased 62 |
GOLDMAN SACHS GROUP INC | 1.2M | $325.7M | 4.4% | $237.43 | +26.83% | 15 qtrssince 2019-Q3 | Increased 66 |
SLB LIMITED | 4.4M | $297.7M | 4.0% | $47.27 | -4.75% | 2 qtrssince 2022-Q4 | Increased 84 |
NUCOR CORP | 1.9M | $287.8M | 3.9% | $135.27 | +7.47% | 2 qtrssince 2022-Q4 | Increased 89 |
MERCK & CO INC | 2.2M | $283.8M | 3.8% | $77.96 | +22.88% | 17 qtrssince 2019-Q1 | Decreased 0 |
MARATHON PETE CORP | 1.9M | $283M | 3.8% | $125.23 | +0.29% | 6 qtrssince 2021-Q4 | Increased 91 |
DUKE ENERGY CORP NEW | 2.3M | $279.6M | 3.8% | $80.88 | +5.77% | 17 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.6M | $260.7M | 3.5% | $127.99 | +26.77% | 17 qtrssince 2019-Q1 | Increased 83 |
UNITED PARCEL SVCS INC | 1.3M | $255.5M | 3.5% | $165.48 | 0.00% | 17 qtrssince 2019-Q1 | Increased 91 |
SPDR SERIES TRUST | 2.8M | $254.5M | 3.4% | $78.44 | +0.32% | 2 qtrssince 2022-Q4 | Increased 91 |
VERIZON COMMUNICATIONS INC | 4M | $250.3M | 3.4% | $34.32 | -10.44% | 17 qtrssince 2019-Q1 | Increased 85 |
Capital Wealth Planning, LLC manages $7.4B across 136 positions as of Q1 2023. Top holdings: PG (5.5%), JPM (5.5%), CVX (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 56 new positions, 25 exits, 44 increased. Top move: MPC (INCREASED, conviction 91). Portfolio: $7.4B across 136 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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