Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings140 positions
Meta Platforms Inc | 960,601 | $709M | 5.6% | $602.27 | +22.05% | 26 qtrssince 2019-Q1 | Increased 76 |
Goldman Sachs Group, Inc. | 1M | $708.7M | 5.6% | $251.06 | +174.99% | 24 qtrssince 2019-Q3 | Decreased 0 |
JPMorgan Chase & Co. | 2.4M | $697.3M | 5.5% | $132.18 | +114.18% | 26 qtrssince 2019-Q1 | Decreased 0 |
International Business Machines Corp. | 2.3M | $683.5M | 5.4% | $181.92 | +56.88% | 7 qtrssince 2023-Q4 | Increased 67 |
Microsoft Corp. | 1.4M | $671.9M | 5.3% | $249.32 | +97.56% | 26 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.9M | $665.4M | 5.2% | $207.10 | +69.78% | 26 qtrssince 2019-Q1 | Increased 63 |
RAYTHEON TECHNOLOGIES CORP | 4.4M | $635.5M | 5.0% | $127.10 | +12.71% | 3 qtrssince 2024-Q4 | Increased 87 |
Caterpillar Inc | 1.6M | $634.3M | 5.0% | $302.18 | +26.86% | 26 qtrssince 2019-Q1 | Increased 61 |
CME Group Inc. | 2.2M | $611.5M | 4.8% | $205.18 | +29.30% | 7 qtrssince 2023-Q4 | Increased 58 |
Home Depot Inc. | 1.6M | $596.3M | 4.7% | $295.56 | +19.95% | 26 qtrssince 2019-Q1 | Increased 62 |
AMERICAN EXPRESS CO | 1.8M | $584.1M | 4.6% | $268.87 | +17.08% | 6 qtrssince 2024-Q1 | Decreased 0 |
HONEYWELL INTL INC | 2.3M | $539.5M | 4.3% | $196.00 | +8.83% | 5 qtrssince 2024-Q2 | Decreased 0 |
Apple Inc. | 2.5M | $520.6M | 4.1% | $213.98 | -4.58% | 26 qtrssince 2019-Q1 | Increased 82 |
The TJX Companies Inc. | 3.9M | $477.4M | 3.8% | $110.71 | +9.85% | 5 qtrssince 2024-Q2 | Increased 58 |
The Procter & Gamble Co. | 3M | $470.9M | 3.7% | $132.26 | +16.22% | 26 qtrssince 2019-Q1 | Increased 62 |
McDonald's Corp. | 1.6M | $470.4M | 3.7% | $252.37 | +12.23% | 26 qtrssince 2019-Q1 | Increased 74 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4.1M | $379.9M | 3.0% | $82.05 | +6.94% | 11 qtrssince 2022-Q4 | Decreased 0 |
Amgen Inc. | 1.3M | $362.5M | 2.9% | $275.39 | -2.14% | 12 qtrssince 2022-Q3 | Increased 63 |
Chevron Corp. | 2.5M | $353M | 2.8% | $111.65 | +23.09% | 26 qtrssince 2019-Q1 | Increased 58 |
AGNICO EAGLE MINES LTD | 2.5M | $292.1M | 2.3% | $106.36 | +8.62% | 7 qtrssince 2023-Q4 | Increased 57 |
Capital Wealth Planning, LLC manages $12.7B across 140 positions as of Q2 2025. Top holdings: META (5.6%), GS (5.6%), JPM (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 21 new positions, 22 exits, 80 increased. Top move: RTX (INCREASED, conviction 87). Portfolio: $12.7B across 140 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