Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings187 positions
Home Depot Inc. | 371,254 | $81.1M | 4.8% | $176.25 | +4.89% | 4 qtrssince 2019-Q1 | Increased 58 |
Visa Inc | 431,272 | $81M | 4.8% | $170.08 | +5.26% | 4 qtrssince 2019-Q1 | Increased 81 |
DISNEY WALT CO | 556,194 | $80.4M | 4.8% | $133.40 | +5.29% | 4 qtrssince 2019-Q1 | Increased 57 |
Walmart Inc | 674,985 | $80.2M | 4.7% | $33.35 | +8.47% | 4 qtrssince 2019-Q1 | Increased 58 |
JPMorgan Chase & Co. | 560,690 | $78.2M | 4.6% | $91.88 | +26.79% | 4 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co., Inc | 843,555 | $76.7M | 4.5% | $66.40 | +5.90% | 4 qtrssince 2019-Q1 | Increased 79 |
Chevron Corp. | 626,966 | $75.6M | 4.5% | $90.89 | -0.44% | 4 qtrssince 2019-Q1 | Increased 58 |
BOEING CO | 200,712 | $65.4M | 3.9% | $360.64 | -10.03% | 4 qtrssince 2019-Q1 | Increased 57 |
UnitedHealth Group Inc. | 192,638 | $56.6M | 3.3% | $213.47 | +22.46% | 4 qtrssince 2019-Q1 | Increased 55 |
Microsoft Corp. | 347,389 | $54.8M | 3.2% | $144.41 | +3.04% | 4 qtrssince 2019-Q1 | Increased 87 |
The Procter & Gamble Co. | 404,967 | $50.6M | 3.0% | $91.40 | +15.11% | 4 qtrssince 2019-Q1 | Increased 53 |
NIKE INC | 489,731 | $49.6M | 2.9% | $92.82 | +0.17% | 3 qtrssince 2019-Q2 | Increased 81 |
McDonald's Corp. | 249,318 | $49.3M | 2.9% | $175.19 | -3.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 395,406 | $49.2M | 2.9% | $112.06 | +1.77% | 4 qtrssince 2019-Q1 | Increased 53 |
Goldman Sachs Group, Inc. | 210,716 | $48.5M | 2.9% | $177.15 | +10.92% | 2 qtrssince 2019-Q3 | Increased 53 |
VERIZON COMMUNICATIONS INC | 781,475 | $48M | 2.8% | $38.44 | +6.35% | 4 qtrssince 2019-Q1 | Increased 69 |
PEPSICO INC | 349,225 | $47.7M | 2.8% | $105.34 | +4.86% | 4 qtrssince 2019-Q1 | Increased 53 |
Johnson & Johnson | 323,944 | $47.3M | 2.8% | $113.37 | +6.96% | 4 qtrssince 2019-Q1 | Increased 53 |
Abbott Laboratories | 529,600 | $46M | 2.7% | $73.95 | +5.05% | 4 qtrssince 2019-Q1 | Increased 53 |
MONDELEZ INTL INC | 826,720 | $45.5M | 2.7% | $46.10 | +2.85% | 4 qtrssince 2019-Q1 | Increased 54 |
Capital Wealth Planning, LLC manages $1.7B across 187 positions as of Q4 2019. Top holdings: HD (4.8%), V (4.8%), DIS (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 11 new positions, 83 exits, 79 increased. Top move: MSFT (INCREASED, conviction 87). Portfolio: $1.7B across 187 positions.
Top holdings by portfolio weight
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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