Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings99 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NIKE INC -CL B | 973,425 | $122.2M | 6.1% | $91.80 | +27.91% | 6 qtrssince 2019-Q2 | Increased 61 |
MCDONALDS CORP | 494,569 | $108.6M | 5.4% | $167.00 | +16.13% | 7 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 347,636 | $108.4M | 5.4% | $228.60 | +22.20% | 7 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 510,609 | $107.4M | 5.3% | $159.36 | +24.47% | 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% | $34.89 | +21.97% | 7 qtrssince 2019-Q1 | Increased 63 |
HOME DEPOT INC | 372,897 | $103.6M | 5.1% | $199.21 | +20.28% | 7 qtrssince 2019-Q1 | Increased 81 |
VISA INC-CLASS A SHARES | 515,257 | $103M | 5.1% | $172.04 | +11.26% | 7 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 832,369 | $96.4M | 4.8% | $95.79 | +17.17% | 7 qtrssince 2019-Q1 | Increased 89 |
GOLDMAN SACHS GROUP INC | 472,570 | $95M | 4.7% | $161.14 | +7.86% | 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 CORP | 366,286 | $72.1M | 3.6% | $149.91 | +17.09% | 6 qtrssince 2019-Q2 | Increased 60 |
PROCTER & GAMBLE CO/THE | 453,749 | $63.1M | 3.1% | $94.64 | +26.07% | 7 qtrssince 2019-Q1 | Increased 58 |
PEPSICO INC | 454,934 | $63.1M | 3.1% | $107.30 | +8.79% | 7 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 649,739 | $62.6M | 3.1% | $87.79 | -5.91% | 7 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 723,857 | $60M | 3.0% | $67.29 | -1.68% | 7 qtrssince 2019-Q1 | Increased 54 |
AMGEN INC | 231,378 | $58.8M | 2.9% | $211.12 | +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 | 657,850 | $58.3M | 2.9% | $67.77 | -1.87% | 7 qtrssince 2019-Q1 | Increased 57 |
VERIZON COMMUNICATIONS INC | 975,782 | $58M | 2.9% | $40.26 | +6.06% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 8 new positions, 9 exits, 27 increased. Top move: AAPL (INCREASED, conviction 89). Portfolio: $2.0B across 99 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