Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings152 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $819.1M | 5.8% | $222.37 | +14.09% | 27 qtrssince 2019-Q1 | Increased 76 |
GOLDMAN SACHS GROUP INC | 987,583 | $786.5M | 5.5% | $256.41 | +212.06% | 25 qtrssince 2019-Q3 | Decreased 0 |
CATERPILLAR INC | 1.6M | $772.6M | 5.4% | $302.18 | +56.49% | 27 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.4M | $748.1M | 5.3% | $134.12 | +133.19% | 27 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $743M | 5.2% | $266.65 | +92.63% | 27 qtrssince 2019-Q1 | Increased 65 |
AMERICAN EXPRESS CO | 2.2M | $720.5M | 5.1% | $280.73 | +21.36% | 7 qtrssince 2024-Q1 | Increased 72 |
VISA INC-CLASS A SHARES | 2M | $691.5M | 4.9% | $216.93 | +56.12% | 27 qtrssince 2019-Q1 | Increased 63 |
CME GROUP INC | 2.5M | $684.3M | 4.8% | $212.14 | +23.18% | 8 qtrssince 2023-Q4 | Increased 66 |
RAYTHEON TECHNOLOGIES CORP | 4M | $675M | 4.8% | $127.10 | +29.72% | 4 qtrssince 2024-Q4 | Decreased 0 |
HOME DEPOT INC | 1.6M | $668.3M | 4.7% | $302.57 | +33.59% | 27 qtrssince 2019-Q1 | Increased 59 |
INTL BUSINESS MACHINES CORP | 2.2M | $614.4M | 4.3% | $181.92 | +51.17% | 8 qtrssince 2023-Q4 | Decreased 0 |
TJX COMPANIES INC | 4.1M | $595.5M | 4.2% | $112.69 | +26.72% | 6 qtrssince 2024-Q2 | Increased 62 |
META PLATFORMS INC-CLASS A | 766,109 | $562.6M | 4.0% | $602.12 | +23.36% | 27 qtrssince 2019-Q1 | Decreased 0 |
MCDONALDS CORP | 1.8M | $535.5M | 3.8% | $259.81 | +15.92% | 27 qtrssince 2019-Q1 | Increased 63 |
HONEYWELL INTL INC | 2.1M | $447.3M | 3.2% | $196.00 | +0.04% | 6 qtrssince 2024-Q2 | Decreased 0 |
AGNICO EAGLE MINES LTD | 2.5M | $425M | 3.0% | $107.92 | +54.18% | 8 qtrssince 2023-Q4 | Increased 55 |
SPDR BLOOMBERG 1-3 MONTH T-B | 4.6M | $421.5M | 3.0% | $82.70 | +7.22% | 12 qtrssince 2022-Q4 | Increased 59 |
CHEVRON CORP | 2.6M | $399.8M | 2.8% | $113.31 | +33.01% | 27 qtrssince 2019-Q1 | Increased 56 |
PROCTER & GAMBLE CO/THE | 2.5M | $389.6M | 2.7% | $132.26 | +12.85% | 27 qtrssince 2019-Q1 | Decreased 0 |
DUKE ENERGY CORP | 2.4M | $302.4M | 2.1% | $96.74 | +24.78% | 27 qtrssince 2019-Q1 | Increased 58 |
Capital Wealth Planning, LLC manages $14.2B across 152 positions as of Q3 2025. Top holdings: AAPL (5.8%), GS (5.5%), CAT (5.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 36 new positions, 24 exits, 72 increased. Top move: AAPL (INCREASED, conviction 76). Portfolio: $14.2B across 152 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