Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings106 positions
UNITEDHEALTH GROUP INC | 606,967 | $304.8M | 6.8% | $284.93 | +61.53% | 12 qtrssince 2019-Q1 | Increased 66 |
APPLE INC | 1.6M | $287.7M | 6.4% | $96.31 | +80.09% | 12 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 765,708 | $257.5M | 5.7% | $185.88 | +73.96% | 12 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 617,064 | $256.1M | 5.7% | $271.94 | +35.00% | 12 qtrssince 2019-Q1 | Increased 85 |
MCDONALDS CORP | 946,036 | $253.6M | 5.6% | $184.42 | +30.10% | 12 qtrssince 2019-Q1 | Increased 66 |
CHEVRON CORPORATION | 2.1M | $251M | 5.6% | $78.33 | +25.10% | 12 qtrssince 2019-Q1 | Increased 64 |
PROCTER & GAMBLE CO | 1.5M | $249M | 5.5% | $123.23 | +17.46% | 12 qtrssince 2019-Q1 | Increased 92 |
NIKE INC | 1.4M | $229.3M | 5.1% | $126.11 | +24.60% | 11 qtrssince 2019-Q2 | Increased 89 |
GOLDMAN SACHS GROUP INC | 578,359 | $221.3M | 4.9% | $191.57 | +77.83% | 10 qtrssince 2019-Q3 | Increased 62 |
JPMORGAN CHASE & CO | 1.3M | $210M | 4.7% | $113.55 | +23.79% | 12 qtrssince 2019-Q1 | Increased 81 |
HONEYWELL INTL INC | 968,258 | $201.9M | 4.5% | $167.81 | +6.84% | 6 qtrssince 2020-Q3 | Increased 63 |
VISA INC | 920,404 | $199.5M | 4.4% | $189.89 | +10.07% | 12 qtrssince 2019-Q1 | Increased 60 |
CATERPILLAR INC | 805,899 | $166.6M | 3.7% | $177.00 | +7.77% | 12 qtrssince 2019-Q1 | Increased 61 |
CSX CORP | 4M | $149.7M | 3.3% | $28.52 | +23.51% | 11 qtrssince 2019-Q2 | Increased 62 |
INTERCONTINENTAL EXCHANGE IN | 1.1M | $149M | 3.3% | $113.48 | +14.29% | 3 qtrssince 2021-Q2 | Increased 61 |
MARATHON PETE CORP | 2.2M | $140.2M | 3.1% | $57.75 | 0.00% | 1 qtr | New 84 |
DUKE ENERGY CORP NEW | 1.3M | $139.9M | 3.1% | $74.60 | +19.04% | 12 qtrssince 2019-Q1 | Increased 63 |
WALMART INC | 964,698 | $139.6M | 3.1% | $38.30 | +18.78% | 12 qtrssince 2019-Q1 | Increased 62 |
JOHNSON & JOHNSON | 803,685 | $137.5M | 3.0% | $131.93 | +13.51% | 12 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 1.7M | $106.7M | 2.4% | $55.41 | +0.11% | 12 qtrssince 2019-Q1 | Increased 83 |
Capital Wealth Planning, LLC manages $4.5B across 106 positions as of Q4 2021. Top holdings: UNH (6.8%), AAPL (6.4%), MSFT (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 25 new positions, 31 exits, 51 increased. Top move: PG (INCREASED, conviction 92). Portfolio: $4.5B across 106 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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