Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings78 positions
UnitedHealth Group Inc | 645,415 | $331.5M | 6.5% | $295.88 | +60.15% | 14 qtrssince 2019-Q1 | Increased 60 |
McDonald's Corp | 1.2M | $294.1M | 5.8% | $192.36 | +16.15% | 14 qtrssince 2019-Q1 | Increased 67 |
Johnson & Johnson | 1.6M | $291.3M | 5.7% | $144.84 | +8.67% | 14 qtrssince 2019-Q1 | Increased 92 |
Procter & Gamble Co/The | 2M | $282.4M | 5.5% | $125.16 | +2.79% | 14 qtrssince 2019-Q1 | Increased 69 |
Visa Inc | 1.4M | $274.3M | 5.4% | $194.08 | -1.81% | 14 qtrssince 2019-Q1 | Increased 71 |
Chevron Corp | 1.9M | $274.1M | 5.4% | $83.24 | +47.97% | 14 qtrssince 2019-Q1 | Increased 67 |
Goldman Sachs Group Inc/The | 906,906 | $269.4M | 5.3% | $222.07 | +20.55% | 12 qtrssince 2019-Q3 | Increased 77 |
Home Depot Inc/The | 967,014 | $265.2M | 5.2% | $264.30 | -7.07% | 14 qtrssince 2019-Q1 | Increased 78 |
Microsoft Corp | 1M | $264.3M | 5.2% | $206.94 | +19.85% | 14 qtrssince 2019-Q1 | Increased 70 |
JPMorgan Chase & Co | 2.3M | $260.7M | 5.1% | $110.50 | -8.31% | 14 qtrssince 2019-Q1 | Increased 82 |
Apple Inc | 1.9M | $259.2M | 5.1% | $102.36 | +30.83% | 14 qtrssince 2019-Q1 | Increased 68 |
Merck & Co Inc | 2.5M | $230.5M | 4.5% | $75.94 | +5.80% | 14 qtrssince 2019-Q1 | Increased 90 |
United Parcel Service Inc | 1.2M | $225.4M | 4.4% | $170.30 | -10.21% | 14 qtrssince 2019-Q1 | Increased 86 |
Duke Energy Corp | 1.7M | $177M | 3.5% | $78.29 | +16.93% | 14 qtrssince 2019-Q1 | Increased 61 |
Cisco Systems Inc/Delaware | 3.8M | $162.2M | 3.2% | $48.69 | -22.35% | 14 qtrssince 2019-Q1 | Increased 74 |
Marathon Petroleum Corp | 2M | $161.6M | 3.2% | $59.82 | +25.71% | 3 qtrssince 2021-Q4 | Decreased 0 |
American Express Co | 1.1M | $154.4M | 3.0% | $131.88 | +0.06% | 14 qtrssince 2019-Q1 | Increased 90 |
Dow Inc | 2.7M | $138.8M | 2.7% | $48.76 | -13.21% | 13 qtrssince 2019-Q2 | Increased 65 |
Lockheed Martin Corp | 257,051 | $110.5M | 2.2% | $384.24 | 0.00% | 1 qtr | New 78 |
General Mills Inc | 1.4M | $108.6M | 2.1% | $65.08 | 0.00% | 1 qtr | New 78 |
Capital Wealth Planning, LLC manages $5.1B across 78 positions as of Q2 2022. Top holdings: UNH (6.5%), MCD (5.8%), JNJ (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 8 new positions, 21 exits, 40 increased. Top move: JNJ (INCREASED, conviction 92). Portfolio: $5.1B across 78 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