Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings187 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
HOME DEPOT INC | 371,254 | $81.1M | 4.8% | $179.84 | +4.51% | 4 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 431,272 | $81M | 4.8% | $170.08 | +5.26% | 4 qtrssince 2019-Q1 | Increased 81 |
WALT DISNEY CO/THE | 556,194 | $80.4M | 4.8% | $133.40 | +5.29% | 4 qtrssince 2019-Q1 | Increased 57 |
WALMART INC | 674,985 | $80.2M | 4.7% | $33.56 | +8.96% | 4 qtrssince 2019-Q1 | Increased 58 |
JPMORGAN CHASE & CO | 560,690 | $78.2M | 4.6% | $92.77 | +26.08% | 4 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 843,555 | $76.7M | 4.5% | $67.79 | +5.95% | 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/THE | 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% | $217.45 | +22.55% | 4 qtrssince 2019-Q1 | Increased 55 |
MICROSOFT CORP | 347,389 | $54.8M | 3.2% | $145.23 | +3.03% | 4 qtrssince 2019-Q1 | Increased 87 |
PROCTER & GAMBLE CO/THE | 404,967 | $50.6M | 3.0% | $91.40 | +15.11% | 4 qtrssince 2019-Q1 | Increased 53 |
NIKE INC -CL B | 489,731 | $49.6M | 2.9% | $92.82 | +0.17% | 3 qtrssince 2019-Q2 | Increased 81 |
MCDONALDS CORP | 249,318 | $49.3M | 2.9% | $178.48 | -3.97% | 4 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN EXPRESS CO | 395,406 | $49.2M | 2.9% | $112.72 | +1.63% | 4 qtrssince 2019-Q1 | Increased 53 |
GOLDMAN SACHS GROUP INC | 210,716 | $48.5M | 2.9% | $181.16 | +9.99% | 2 qtrssince 2019-Q3 | Increased 53 |
VERIZON COMMUNICATIONS INC | 781,475 | $48M | 2.8% | $40.25 | +6.13% | 4 qtrssince 2019-Q1 | Increased 69 |
PEPSICO INC | 349,225 | $47.7M | 2.8% | $108.40 | +5.11% | 4 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 323,944 | $47.3M | 2.8% | $115.06 | +6.66% | 4 qtrssince 2019-Q1 | Increased 53 |
ABBOTT LABORATORIES | 529,600 | $46M | 2.7% | $73.95 | +5.05% | 4 qtrssince 2019-Q1 | Increased 53 |
MONDELEZ INTERNATIONAL INC-A | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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
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