Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings138 positions
MICROSOFT CORP | 1.2M | $521.5M | 5.6% | $221.85 | +86.02% | 21 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 1.3M | $509.5M | 5.4% | $283.98 | +26.66% | 21 qtrssince 2019-Q1 | Increased 74 |
GOLDMAN SACHS GROUP INC | 1.2M | $498.5M | 5.3% | $242.48 | +63.59% | 19 qtrssince 2019-Q3 | Increased 61 |
VISA INC | 1.8M | $496.6M | 5.3% | $196.40 | +39.45% | 21 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 8.1M | $485.8M | 5.2% | $50.88 | +15.41% | 21 qtrssince 2019-Q1 | Increased 98 |
UNITEDHEALTH GROUP INC | 977,239 | $483.4M | 5.2% | $354.75 | +31.92% | 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 | 2.9M | $473.5M | 5.1% | $127.27 | +19.30% | 21 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.9M | $452.4M | 4.8% | $79.59 | +4.01% | 6 qtrssince 2022-Q4 | Increased 62 |
CHEVRON CORPORATION | 2.8M | $448.6M | 4.8% | $102.10 | +40.42% | 21 qtrssince 2019-Q1 | Increased 59 |
MCDONALDS CORP | 1.5M | $433.7M | 4.6% | $204.71 | +29.61% | 21 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 1.9M | $388.6M | 4.2% | $111.15 | +71.00% | 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% | $87.79 | +39.03% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.7M | $285.7M | 3.1% | $168.96 | +0.40% | 21 qtrssince 2019-Q1 | Increased 91 |
INTERNATIONAL BUSINESS MACHS | 1.5M | $277M | 3.0% | $158.09 | +12.39% | 2 qtrssince 2023-Q4 | Increased 69 |
AMGEN INC | 833,300 | $236.9M | 2.5% | $263.86 | +0.04% | 7 qtrssince 2022-Q3 | Increased 85 |
MARATHON PETE CORP | 1.1M | $223.8M | 2.4% | $191.29 | +0.32% | 10 qtrssince 2021-Q4 | Increased 85 |
VERIZON COMMUNICATIONS INC | 5.1M | $212.2M | 2.3% | $32.35 | +8.48% | 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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
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
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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