Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings142 positions
VISA INC | 1.8M | $643.9M | 5.6% | $204.19 | +69.69% | 25 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 1.1M | $605.4M | 5.2% | $251.06 | +111.21% | 23 qtrssince 2019-Q3 | Increased 62 |
JPMORGAN CHASE & CO | 2.5M | $602.8M | 5.2% | $132.18 | +80.11% | 25 qtrssince 2019-Q1 | Increased 63 |
CME GROUP INC | 2.2M | $584.6M | 5.1% | $204.77 | +24.13% | 6 qtrssince 2023-Q4 | Decreased 0 |
HOME DEPOT INC | 1.5M | $554M | 4.8% | $291.09 | +20.99% | 25 qtrssince 2019-Q1 | Increased 60 |
CATERPILLAR INC | 1.6M | $538.4M | 4.7% | $302.11 | +7.28% | 25 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 1.4M | $537.8M | 4.7% | $249.32 | +48.82% | 25 qtrssince 2019-Q1 | Increased 60 |
INTERNATIONAL BUSINESS MACHS | 2.1M | $526.6M | 4.6% | $172.10 | +38.96% | 6 qtrssince 2023-Q4 | Increased 59 |
AMERICAN EXPRESS CO | 1.9M | $524.4M | 4.5% | $268.87 | -1.57% | 5 qtrssince 2024-Q1 | Increased 72 |
HONEYWELL INTL INC | 2.4M | $501.5M | 4.3% | $202.60 | +0.29% | 4 qtrssince 2024-Q2 | Decreased 0 |
SPDR SERIES TRUST | 5.4M | $497.1M | 4.3% | $82.05 | +5.84% | 10 qtrssince 2022-Q4 | Increased 61 |
UNITEDHEALTH GROUP INC | 918,268 | $480.9M | 4.2% | $372.59 | +35.11% | 25 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 2.8M | $470.7M | 4.1% | $130.75 | +24.97% | 25 qtrssince 2019-Q1 | Increased 61 |
TJX COS INC NEW | 3.8M | $466.1M | 4.0% | $110.60 | +8.10% | 4 qtrssince 2024-Q2 | Increased 60 |
META PLATFORMS INC | 760,434 | $438.3M | 3.8% | $567.30 | +1.11% | 25 qtrssince 2019-Q1 | Increased 72 |
CHEVRON CORPORATION | 2.3M | $378.3M | 3.3% | $109.32 | +45.10% | 25 qtrssince 2019-Q1 | Increased 59 |
MCDONALDS CORP | 1.2M | $377.8M | 3.3% | $242.15 | +24.35% | 25 qtrssince 2019-Q1 | Increased 81 |
RTX CORPORATION | 2.8M | $367M | 3.2% | $117.88 | +9.68% | 2 qtrssince 2024-Q4 | Increased 78 |
APPLE INC | 1.6M | $361.2M | 3.1% | $219.47 | +0.59% | 25 qtrssince 2019-Q1 | Increased 92 |
SALESFORCE INC | 1.3M | $345.9M | 3.0% | $264.80 | 0.00% | 1 qtr | New 80 |
Capital Wealth Planning, LLC manages $11.5B across 142 positions as of Q1 2025. Top holdings: V (5.6%), GS (5.2%), JPM (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 29 new positions, 20 exits, 70 increased. Top move: AAPL (INCREASED, conviction 92). Portfolio: $11.5B across 142 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