Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings128 positions
MICROSOFT CORP | 1.2M | $543.6M | 5.7% | $221.85 | +97.98% | 22 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 5.9M | $539.9M | 5.7% | $80.28 | +4.45% | 7 qtrssince 2022-Q4 | Increased 72 |
UNITEDHEALTH GROUP INC | 1M | $517.9M | 5.4% | $359.79 | +34.47% | 22 qtrssince 2019-Q1 | Increased 63 |
GOLDMAN SACHS GROUP INC | 1.1M | $503M | 5.3% | $242.48 | +78.23% | 20 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 2.5M | $497.2M | 5.2% | $128.41 | +50.33% | 22 qtrssince 2019-Q1 | Increased 75 |
HOME DEPOT INC | 1.4M | $488.7M | 5.1% | $286.62 | +13.40% | 22 qtrssince 2019-Q1 | Increased 65 |
PROCTER & GAMBLE CO | 3M | $486.9M | 5.1% | $127.60 | +21.73% | 22 qtrssince 2019-Q1 | Increased 61 |
VISA INC | 1.8M | $474.8M | 5.0% | $197.41 | +30.72% | 22 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 2.2M | $461.6M | 4.8% | $178.48 | +16.90% | 22 qtrssince 2019-Q1 | Increased 73 |
CATERPILLAR INC | 1.4M | $460.2M | 4.8% | $292.80 | +10.54% | 22 qtrssince 2019-Q1 | Increased 61 |
HONEYWELL INTL INC | 1.8M | $392.5M | 4.1% | $201.71 | 0.00% | 1 qtr | New 86 |
AMGEN INC | 1.2M | $383.1M | 4.0% | $272.92 | +7.04% | 8 qtrssince 2022-Q3 | Increased 78 |
MERCK & CO INC | 3M | $367.6M | 3.9% | $94.27 | +22.21% | 22 qtrssince 2019-Q1 | Increased 72 |
TJX COS INC NEW | 2.9M | $315.7M | 3.3% | $107.05 | 0.00% | 1 qtr | New 86 |
WALMART INC | 4.6M | $311.1M | 3.3% | $50.88 | +30.32% | 22 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 1.1M | $289.6M | 3.0% | $204.71 | +17.91% | 22 qtrssince 2019-Q1 | Decreased 0 |
FREEPORT MCMORAN INC | 5.9M | $288.8M | 3.0% | $38.97 | +21.23% | 4 qtrssince 2023-Q3 | Increased 73 |
VERIZON COMMUNICATIONS INC | 7M | $287.6M | 3.0% | $33.09 | +5.91% | 22 qtrssince 2019-Q1 | Increased 74 |
CHEVRON CORPORATION | 1.8M | $286.4M | 3.0% | $102.10 | +40.65% | 22 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 1.4M | $273.9M | 2.9% | $192.88 | -6.12% | 3 qtrssince 2023-Q4 | Decreased 0 |
Capital Wealth Planning, LLC manages $9.5B across 128 positions as of Q2 2024. Top holdings: MSFT (5.7%), BIL (5.7%), UNH (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 20 new positions, 30 exits, 59 increased. Top move: HON (NEW, conviction 86). Portfolio: $9.5B across 128 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