Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings144 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
UNITEDHEALTH GROUP INC | 1M | $590.4M | 5.5% | $367.21 | +54.05% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.5M | $584.5M | 5.5% | $185.22 | +24.75% | 23 qtrssince 2019-Q1 | Increased 70 |
HOME DEPOT INC | 1.4M | $582.8M | 5.4% | $293.40 | +32.17% | 23 qtrssince 2019-Q1 | Increased 62 |
CATERPILLAR INC | 1.5M | $580.2M | 5.4% | $298.91 | +27.66% | 23 qtrssince 2019-Q1 | Increased 66 |
GOLDMAN SACHS GROUP INC | 1.1M | $557.5M | 5.2% | $250.72 | +93.89% | 21 qtrssince 2019-Q3 | Increased 62 |
VISA INC-CLASS A SHARES | 2M | $544.6M | 5.1% | $203.77 | +32.93% | 23 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 1.3M | $541.6M | 5.1% | $230.14 | +84.25% | 23 qtrssince 2019-Q1 | Increased 63 |
JPMORGAN CHASE & CO | 2.5M | $527.2M | 4.9% | $131.64 | +54.94% | 23 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO/THE | 3M | $525.3M | 4.9% | $128.57 | +27.64% | 23 qtrssince 2019-Q1 | Increased 59 |
AMGEN INC | 1.6M | $502.6M | 4.7% | $281.07 | +8.56% | 9 qtrssince 2022-Q3 | Increased 71 |
HONEYWELL INTL INC | 2.2M | $458.3M | 4.3% | $194.18 | -1.86% | 2 qtrssince 2024-Q2 | Increased 68 |
INTL BUSINESS MACHINES CORP | 2M | $441M | 4.1% | $169.11 | +23.92% | 4 qtrssince 2023-Q4 | Increased 71 |
WALMART INC | 4.5M | $360.5M | 3.4% | $56.22 | +40.26% | 23 qtrssince 2019-Q1 | Decreased 0 |
FREEPORT-MCMORAN INC | 7M | $351.8M | 3.3% | $40.49 | +20.20% | 5 qtrssince 2023-Q3 | Increased 67 |
MERCK & CO. INC. | 3.1M | $350.3M | 3.3% | $96.51 | +12.63% | 23 qtrssince 2019-Q1 | Increased 59 |
SPDR BLOOMBERG 1-3 MONTH T-B | 3.8M | $347.5M | 3.2% | $80.28 | +5.85% | 8 qtrssince 2022-Q4 | Decreased 0 |
AMERICAN EXPRESS CO | 1.2M | $337.3M | 3.1% | $266.84 | +0.01% | 3 qtrssince 2024-Q1 | Increased 92 |
VERIZON COMMUNICATIONS INC | 7.2M | $323M | 3.0% | $34.86 | +16.62% | 23 qtrssince 2019-Q1 | Increased 59 |
CME GROUP INC | 1.4M | $317.6M | 3.0% | $193.24 | +5.72% | 4 qtrssince 2023-Q4 | Increased 55 |
TJX COMPANIES INC | 2.6M | $309.2M | 2.9% | $107.05 | +7.13% | 2 qtrssince 2024-Q2 | Decreased 0 |
Capital Wealth Planning, LLC manages $10.7B across 144 positions as of Q3 2024. Top holdings: UNH (5.5%), AAPL (5.5%), HD (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 32 new positions, 15 exits, 70 increased. Top move: AXP (INCREASED, conviction 92). Portfolio: $10.7B across 144 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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