Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings86 positions
UNITEDHEALTH GROUP INC | 713,308 | $360.2M | 6.6% | $312.21 | +49.71% | 15 qtrssince 2019-Q1 | Increased 67 |
CHEVRON CORPORATION | 2.1M | $304.7M | 5.6% | $87.55 | +40.88% | 15 qtrssince 2019-Q1 | Increased 67 |
JOHNSON & JOHNSON | 1.8M | $300.4M | 5.5% | $144.94 | +0.60% | 15 qtrssince 2019-Q1 | Increased 67 |
HOME DEPOT INC | 1.1M | $296M | 5.4% | $262.77 | -5.34% | 15 qtrssince 2019-Q1 | Increased 67 |
MCDONALDS CORP | 1.3M | $289.1M | 5.3% | $193.22 | +8.66% | 15 qtrssince 2019-Q1 | Increased 63 |
GOLDMAN SACHS GROUP INC | 977,643 | $286.5M | 5.2% | $225.26 | +18.14% | 13 qtrssince 2019-Q3 | Increased 65 |
MERCK & CO INC | 3.2M | $279M | 5.1% | $76.06 | +0.58% | 15 qtrssince 2019-Q1 | Increased 75 |
PROCTER & GAMBLE CO | 2.2M | $276.2M | 5.0% | $123.99 | -8.31% | 15 qtrssince 2019-Q1 | Increased 67 |
VISA INC | 1.6M | $275.5M | 5.0% | $191.86 | -10.22% | 15 qtrssince 2019-Q1 | Increased 67 |
JPMORGAN CHASE & CO | 2.6M | $269.9M | 4.9% | $108.88 | -12.89% | 15 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 1.2M | $268.1M | 4.9% | $208.90 | +7.90% | 15 qtrssince 2019-Q1 | Increased 63 |
UNITED PARCEL SVCS INC | 1.6M | $257.5M | 4.7% | $163.61 | -14.06% | 15 qtrssince 2019-Q1 | Increased 71 |
MARATHON PETE CORP | 2.2M | $223.4M | 4.1% | $63.80 | +43.27% | 4 qtrssince 2021-Q4 | Increased 64 |
GENERAL MILLS INC | 2.5M | $191.1M | 3.5% | $66.38 | +2.68% | 2 qtrssince 2022-Q2 | Increased 84 |
ISHARES TR | 2.3M | $186.8M | 3.4% | $72.26 | -0.01% | 2 qtrssince 2022-Q2 | Increased 90 |
DUKE ENERGY CORP NEW | 1.8M | $170M | 3.1% | $78.74 | +5.28% | 15 qtrssince 2019-Q1 | Increased 62 |
DEVON ENERGY CORP NEW | 2.8M | $169.8M | 3.1% | $52.84 | 0.00% | 1 qtr | New 84 |
CISCO SYS INC | 4.2M | $169.7M | 3.1% | $47.36 | -24.44% | 15 qtrssince 2019-Q1 | Increased 62 |
LOCKHEED MARTIN CORP | 431,062 | $166.5M | 3.0% | $369.41 | -5.93% | 2 qtrssince 2022-Q2 | Increased 82 |
DEERE & CO | 397,272 | $132.6M | 2.4% | $385.45 | -17.62% | 3 qtrssince 2022-Q1 | Increased 57 |
Capital Wealth Planning, LLC manages $5.5B across 86 positions as of Q3 2022. Top holdings: UNH (6.6%), CVX (5.6%), JNJ (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 16 new positions, 7 exits, 48 increased. Top move: SHY (INCREASED, conviction 90). Portfolio: $5.5B across 86 positions.
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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