Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings140 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
META PLATFORMS INC-CLASS A | 960,601 | $709M | 5.6% | $602.12 | +21.66% | 26 qtrssince 2019-Q1 | Increased 76 |
GOLDMAN SACHS GROUP INC | 1M | $708.7M | 5.6% | $256.41 | +166.66% | 24 qtrssince 2019-Q3 | Decreased 0 |
JPMORGAN CHASE & CO | 2.4M | $697.3M | 5.5% | $134.12 | +111.06% | 26 qtrssince 2019-Q1 | Decreased 0 |
INTL 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% | $251.36 | +96.61% | 26 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $210.85 | +29.09% | 7 qtrssince 2023-Q4 | Increased 58 |
HOME DEPOT INC | 1.6M | $596.3M | 4.7% | $301.12 | +20.98% | 26 qtrssince 2019-Q1 | Increased 62 |
AMERICAN EXPRESS CO | 1.8M | $584.1M | 4.6% | $269.67 | +16.77% | 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 |
TJX COMPANIES INC | 3.9M | $477.4M | 3.8% | $110.71 | +9.85% | 5 qtrssince 2024-Q2 | Increased 58 |
PROCTER & GAMBLE CO/THE | 3M | $470.9M | 3.7% | $132.26 | +16.22% | 26 qtrssince 2019-Q1 | Increased 62 |
MCDONALDS CORP | 1.6M | $470.4M | 3.7% | $255.90 | +12.61% | 26 qtrssince 2019-Q1 | Increased 74 |
SPDR BLOOMBERG 1-3 MONTH T-B | 4.1M | $379.9M | 3.0% | $82.05 | +6.94% | 11 qtrssince 2022-Q4 | Decreased 0 |
AMGEN INC | 1.3M | $362.5M | 2.9% | $277.00 | -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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
Best and worst performing positions by estimated return
Top Winners
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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