Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings99 positions
NIKE INC | 973,425 | $122.2M | 6.1% | $91.80 | +27.91% | 6 qtrssince 2019-Q2 | Increased 61 |
McDonald's Corp. | 494,569 | $108.6M | 5.4% | $163.20 | +16.98% | 7 qtrssince 2019-Q1 | Increased 62 |
UnitedHealth Group Inc. | 347,636 | $108.4M | 5.4% | $224.59 | +25.02% | 7 qtrssince 2019-Q1 | Increased 62 |
Microsoft Corp. | 510,609 | $107.4M | 5.3% | $159.81 | +25.16% | 7 qtrssince 2019-Q1 | Increased 61 |
Caterpillar Inc | 714,035 | $106.5M | 5.3% | $113.93 | +17.60% | 7 qtrssince 2019-Q1 | Increased 62 |
Walmart Inc | 740,249 | $103.6M | 5.1% | $34.77 | +24.06% | 7 qtrssince 2019-Q1 | Increased 63 |
Home Depot Inc. | 372,897 | $103.6M | 5.1% | $196.00 | +22.11% | 7 qtrssince 2019-Q1 | Increased 81 |
Visa Inc | 515,257 | $103M | 5.1% | $172.04 | +11.26% | 7 qtrssince 2019-Q1 | Increased 62 |
Apple Inc. | 832,369 | $96.4M | 4.8% | $60.01 | +87.02% | 7 qtrssince 2019-Q1 | Increased 89 |
Goldman Sachs Group, Inc. | 472,570 | $95M | 4.7% | $156.54 | +11.75% | 5 qtrssince 2019-Q3 | Increased 60 |
Chevron Corp. | 1.2M | $85.5M | 4.2% | $76.08 | -26.00% | 7 qtrssince 2019-Q1 | Increased 64 |
Union Pacific Corporation | 366,286 | $72.1M | 3.6% | $149.91 | +17.09% | 6 qtrssince 2019-Q2 | Increased 60 |
The Procter & Gamble Co. | 453,749 | $63.1M | 3.1% | $94.64 | +26.07% | 7 qtrssince 2019-Q1 | Increased 58 |
PEPSICO INC | 454,934 | $63.1M | 3.1% | $102.57 | +11.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 649,739 | $62.6M | 3.1% | $86.58 | -4.60% | 7 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 723,857 | $60M | 3.0% | $65.96 | -0.48% | 7 qtrssince 2019-Q1 | Increased 54 |
Amgen Inc. | 231,378 | $58.8M | 2.9% | $209.89 | +0.69% | 7 qtrssince 2019-Q1 | Increased 81 |
HONEYWELL INTL INC | 355,423 | $58.5M | 2.9% | $139.36 | 0.00% | 1 qtr | New 76 |
DUKE ENERGY CORP NEW | 657,850 | $58.3M | 2.9% | $67.77 | -1.87% | 7 qtrssince 2019-Q1 | Increased 57 |
VERIZON COMMUNICATIONS INC | 975,782 | $58M | 2.9% | $38.43 | +6.43% | 7 qtrssince 2019-Q1 | Increased 55 |
Capital Wealth Planning, LLC manages $2B across 99 positions as of Q3 2020. Top holdings: NKE (6.1%), MCD (5.4%), UNH (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 8 new positions, 9 exits, 27 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $2.0B across 99 positions.
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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
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