Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings132 positions
VISA INC | 1.9M | $456.5M | 5.6% | $195.72 | +18.38% | 18 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 1.3M | $456.3M | 5.6% | $218.94 | +51.66% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 3.1M | $448M | 5.5% | $111.15 | +21.66% | 18 qtrssince 2019-Q1 | Increased 62 |
MCDONALDS CORP | 1.5M | $435.7M | 5.4% | $202.30 | +36.47% | 18 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 2.9M | $433.1M | 5.3% | $127.04 | +9.68% | 18 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 891,939 | $428.7M | 5.3% | $342.11 | +31.42% | 18 qtrssince 2019-Q1 | Increased 63 |
JOHNSON & JOHNSON | 2.6M | $425.6M | 5.3% | $146.06 | +3.31% | 18 qtrssince 2019-Q1 | Increased 65 |
CHEVRON CORPORATION | 2.6M | $410.9M | 5.1% | $98.33 | +41.03% | 18 qtrssince 2019-Q1 | Increased 64 |
MERCK & CO INC | 3.5M | $401.7M | 5.0% | $87.79 | +19.13% | 18 qtrssince 2019-Q1 | Increased 82 |
APPLE INC | 2M | $395.8M | 4.9% | $142.54 | +34.08% | 18 qtrssince 2019-Q1 | Increased 72 |
GOLDMAN SACHS GROUP INC | 1.2M | $391.9M | 4.8% | $240.14 | +24.59% | 16 qtrssince 2019-Q3 | Increased 60 |
UNITED PARCEL SVCS INC | 1.9M | $343.8M | 4.2% | $162.06 | -5.02% | 18 qtrssince 2019-Q1 | Increased 76 |
HOME DEPOT INC | 1.1M | $335.9M | 4.1% | $265.71 | +7.56% | 18 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 3.6M | $329.1M | 4.1% | $78.71 | +1.17% | 3 qtrssince 2022-Q4 | Increased 71 |
DEERE & CO | 627,621 | $254.3M | 3.1% | $391.74 | -0.74% | 6 qtrssince 2022-Q1 | Increased 60 |
WALMART INC | 1.6M | $251.2M | 3.1% | $50.54 | +0.10% | 18 qtrssince 2019-Q1 | Increased 91 |
LOCKHEED MARTIN CORP | 533,968 | $245.8M | 3.0% | $382.10 | +10.49% | 5 qtrssince 2022-Q2 | Increased 57 |
DUKE ENERGY CORP NEW | 2.7M | $240.2M | 3.0% | $80.75 | -1.08% | 18 qtrssince 2019-Q1 | Increased 60 |
MARATHON PETE CORP | 2M | $232.4M | 2.9% | $124.48 | -12.16% | 7 qtrssince 2021-Q4 | Increased 55 |
GENERAL MILLS INC | 3M | $227.6M | 2.8% | $69.25 | -1.46% | 5 qtrssince 2022-Q2 | Decreased 0 |
Capital Wealth Planning, LLC manages $8.1B across 132 positions as of Q2 2023. Top holdings: V (5.6%), MSFT (5.6%), JPM (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 18 new positions, 22 exits, 60 increased. Top move: WMT (INCREASED, conviction 91). Portfolio: $8.1B across 132 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