Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings129 positions
UNITEDHEALTH GROUP INC | 517,920 | $208.1M | 5.8% | $262.13 | +39.07% | 10 qtrssince 2019-Q1 | Increased 66 |
MICROSOFT CORP | 752,998 | $204.7M | 5.8% | $183.17 | +41.66% | 10 qtrssince 2019-Q1 | Increased 67 |
APPLE INC | 1.5M | $203.1M | 5.7% | $90.14 | +47.98% | 10 qtrssince 2019-Q1 | Increased 74 |
NIKE INC | 1.2M | $190.4M | 5.4% | $101.36 | +38.84% | 9 qtrssince 2019-Q2 | Increased 69 |
CHEVRON CORPORATION | 1.8M | $190.1M | 5.3% | $76.16 | +12.01% | 10 qtrssince 2019-Q1 | Increased 66 |
VISA INC | 792,349 | $185.8M | 5.2% | $186.36 | +20.64% | 10 qtrssince 2019-Q1 | Increased 67 |
GOLDMAN SACHS GROUP INC | 490,545 | $185.8M | 5.2% | $165.24 | +102.49% | 8 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 794,387 | $183.8M | 5.2% | $175.77 | +16.33% | 10 qtrssince 2019-Q1 | Increased 67 |
JOHNSON & JOHNSON | 1.1M | $177.8M | 5.0% | $131.25 | +8.51% | 10 qtrssince 2019-Q1 | Increased 63 |
HONEYWELL INTL INC | 791,653 | $173.9M | 4.9% | $170.63 | +14.20% | 4 qtrssince 2020-Q3 | Increased 63 |
3M CO | 720,433 | $143.2M | 4.0% | $133.67 | +3.50% | 10 qtrssince 2019-Q1 | Increased 63 |
LOCKHEED MARTIN CORP | 371,243 | $140.6M | 4.0% | $319.96 | +2.70% | 2 qtrssince 2021-Q1 | Increased 63 |
JPMORGAN CHASE & CO | 776,649 | $120.9M | 3.4% | $94.21 | +44.85% | 10 qtrssince 2019-Q1 | Increased 62 |
HOME DEPOT INC | 363,961 | $116.3M | 3.3% | $211.75 | +32.00% | 10 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 810,728 | $114.2M | 3.2% | $37.07 | +18.69% | 10 qtrssince 2019-Q1 | Increased 62 |
INTERCONTINENTAL EXCHANGE IN | 913,498 | $108.5M | 3.0% | $110.83 | 0.00% | 1 qtr | New 83 |
MEDTRONIC PLC | 864,505 | $107.7M | 3.0% | $104.97 | +0.29% | 4 qtrssince 2020-Q3 | Increased 89 |
DUKE ENERGY CORP NEW | 1.1M | $107.6M | 3.0% | $71.88 | +13.51% | 10 qtrssince 2019-Q1 | Increased 61 |
PROCTER & GAMBLE CO | 785,095 | $106M | 3.0% | $104.58 | +12.75% | 10 qtrssince 2019-Q1 | Increased 59 |
NEWMONT CORP | 1.6M | $98.6M | 2.8% | $51.91 | +4.74% | 3 qtrssince 2020-Q4 | Increased 58 |
Capital Wealth Planning, LLC manages $3.6B across 129 positions as of Q2 2021. Top holdings: UNH (5.8%), MSFT (5.8%), AAPL (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 8 new positions, 15 exits, 46 increased. Top move: MDT (INCREASED, conviction 89). Portfolio: $3.6B across 129 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR