Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings144 positions
UNITEDHEALTH GROUP INC | 1M | $590.4M | 5.5% | $359.79 | +54.93% | 23 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.5M | $584.5M | 5.5% | $185.12 | +24.82% | 23 qtrssince 2019-Q1 | Increased 70 |
HOME DEPOT INC | 1.4M | $582.8M | 5.4% | $287.90 | +33.70% | 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% | $245.36 | +93.94% | 21 qtrssince 2019-Q3 | Increased 62 |
VISA INC | 2M | $544.6M | 5.1% | $203.77 | +32.93% | 23 qtrssince 2019-Q1 | Increased 67 |
MICROSOFT CORP | 1.3M | $541.6M | 5.1% | $228.63 | +85.28% | 23 qtrssince 2019-Q1 | Increased 63 |
JPMORGAN CHASE & CO | 2.5M | $527.2M | 4.9% | $129.65 | +56.08% | 23 qtrssince 2019-Q1 | Increased 58 |
PROCTER & GAMBLE CO | 3M | $525.3M | 4.9% | $128.57 | +27.64% | 23 qtrssince 2019-Q1 | Increased 59 |
AMGEN INC | 1.6M | $502.6M | 4.7% | $279.44 | +8.56% | 9 qtrssince 2022-Q3 | Increased 71 |
HONEYWELL INTL INC | 2.2M | $458.3M | 4.3% | $200.79 | -2.22% | 2 qtrssince 2024-Q2 | Increased 68 |
INTERNATIONAL BUSINESS MACHS | 2M | $441M | 4.1% | $169.11 | +23.92% | 4 qtrssince 2023-Q4 | Increased 71 |
WALMART INC | 4.5M | $360.5M | 3.4% | $50.88 | +55.86% | 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% | $94.72 | +12.31% | 23 qtrssince 2019-Q1 | Increased 59 |
SPDR SERIES TRUST | 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% | $265.41 | +0.01% | 3 qtrssince 2024-Q1 | Increased 92 |
VERIZON COMMUNICATIONS INC | 7.2M | $323M | 3.0% | $33.26 | +16.61% | 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 COS INC NEW | 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 Score: 4.5/5.0.
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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR