Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings138 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.2M | $521.5M | 5.6% | $223.40 | +85.91% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 1.3M | $509.5M | 5.4% | $289.41 | +26.99% | 21 qtrssince 2019-Q1 | Increased 74 |
GOLDMAN SACHS GROUP INC | 1.2M | $498.5M | 5.3% | $247.78 | +62.44% | 19 qtrssince 2019-Q3 | Increased 61 |
VISA INC-CLASS A SHARES | 1.8M | $496.6M | 5.3% | $196.40 | +39.45% | 21 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 8.1M | $485.8M | 5.2% | $56.22 | +5.11% | 21 qtrssince 2019-Q1 | Increased 98 |
UNITEDHEALTH GROUP INC | 977,239 | $483.4M | 5.2% | $362.08 | +31.81% | 21 qtrssince 2019-Q1 | Increased 66 |
CATERPILLAR INC | 1.3M | $475.6M | 5.1% | $290.81 | +21.99% | 21 qtrssince 2019-Q1 | Increased 67 |
PROCTER & GAMBLE CO/THE | 2.9M | $473.5M | 5.1% | $127.27 | +19.30% | 21 qtrssince 2019-Q1 | Decreased 0 |
SPDR BLOOMBERG 1-3 MONTH T-B | 4.9M | $452.4M | 4.8% | $79.59 | +4.01% | 6 qtrssince 2022-Q4 | Increased 62 |
CHEVRON CORP | 2.8M | $448.6M | 4.8% | $102.10 | +40.42% | 21 qtrssince 2019-Q1 | Increased 59 |
MCDONALDS CORP | 1.5M | $433.7M | 4.6% | $209.06 | +29.41% | 21 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 1.9M | $388.6M | 4.2% | $113.17 | +69.56% | 21 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.5M | $321.4M | 3.4% | $192.88 | +2.22% | 2 qtrssince 2023-Q4 | Increased 69 |
MERCK & CO. INC. | 2.3M | $299.3M | 3.2% | $89.37 | +39.39% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $285.7M | 3.1% | $169.12 | +0.30% | 21 qtrssince 2019-Q1 | Increased 91 |
INTL BUSINESS MACHINES CORP | 1.5M | $277M | 3.0% | $158.09 | +12.39% | 2 qtrssince 2023-Q4 | Increased 69 |
AMGEN INC | 833,300 | $236.9M | 2.5% | $265.41 | +0.04% | 7 qtrssince 2022-Q3 | Increased 85 |
MARATHON PETROLEUM CORP | 1.1M | $223.8M | 2.4% | $193.50 | +0.32% | 10 qtrssince 2021-Q4 | Increased 85 |
VERIZON COMMUNICATIONS INC | 5.1M | $212.2M | 2.3% | $33.89 | +8.55% | 21 qtrssince 2019-Q1 | Increased 54 |
FREEPORT-MCMORAN INC | 4.4M | $207.1M | 2.2% | $36.08 | +26.30% | 3 qtrssince 2023-Q3 | Increased 53 |
Capital Wealth Planning, LLC manages $9.4B across 138 positions as of Q1 2024. Top holdings: MSFT (5.6%), HD (5.4%), GS (5.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 30 new positions, 30 exits, 55 increased. Top move: WMT (INCREASED, conviction 98). Portfolio: $9.4B across 138 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