Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings106 positions
UNITEDHEALTH GROUP INC | 781,052 | $414.1M | 6.1% | $327.82 | +50.14% | 16 qtrssince 2019-Q1 | Increased 66 |
CHEVRON CORPORATION | 2.3M | $404.3M | 5.9% | $91.52 | +69.67% | 16 qtrssince 2019-Q1 | Increased 64 |
MERCK & CO INC | 3.5M | $391.5M | 5.7% | $77.96 | +27.26% | 16 qtrssince 2019-Q1 | Increased 66 |
PROCTER & GAMBLE CO | 2.6M | $386.8M | 5.7% | $125.91 | +9.16% | 16 qtrssince 2019-Q1 | Increased 70 |
HOME DEPOT INC | 1.2M | $380.5M | 5.6% | $265.36 | +7.94% | 16 qtrssince 2019-Q1 | Increased 68 |
JPMORGAN CHASE & CO | 2.8M | $378.8M | 5.5% | $110.07 | +11.56% | 16 qtrssince 2019-Q1 | Increased 66 |
MCDONALDS CORP | 1.4M | $372.8M | 5.5% | $198.69 | +21.36% | 16 qtrssince 2019-Q1 | Increased 68 |
JOHNSON & JOHNSON | 2.1M | $367.7M | 5.4% | $146.55 | +8.29% | 16 qtrssince 2019-Q1 | Increased 68 |
VISA INC | 1.7M | $363M | 5.3% | $192.99 | +4.62% | 16 qtrssince 2019-Q1 | Increased 68 |
MICROSOFT CORP | 1.5M | $362.8M | 5.3% | $214.60 | +8.45% | 16 qtrssince 2019-Q1 | Increased 77 |
GOLDMAN SACHS GROUP INC | 989,970 | $339.9M | 5.0% | $226.36 | +38.66% | 14 qtrssince 2019-Q3 | Increased 57 |
DEVON ENERGY CORP NEW | 5.4M | $331.3M | 4.8% | $53.61 | +1.58% | 2 qtrssince 2022-Q3 | Increased 90 |
GENERAL MILLS INC | 3.5M | $297.4M | 4.3% | $65.11 | +7.91% | 3 qtrssince 2022-Q2 | Increased 76 |
LOCKHEED MARTIN CORP | 485,840 | $236.4M | 3.5% | $377.41 | +16.68% | 3 qtrssince 2022-Q2 | Increased 63 |
DEERE & CO | 540,106 | $231.6M | 3.4% | $391.65 | +4.40% | 4 qtrssince 2022-Q1 | Increased 73 |
DUKE ENERGY CORP NEW | 2.1M | $219.2M | 3.2% | $80.43 | +12.76% | 16 qtrssince 2019-Q1 | Increased 65 |
AMGEN INC | 806,251 | $211.8M | 3.1% | $233.71 | +0.06% | 2 qtrssince 2022-Q3 | Increased 91 |
SLB LIMITED | 2.6M | $138.8M | 2.0% | $48.79 | 0.00% | 1 qtr | New 78 |
ISHARES TR | 1.7M | $138M | 2.0% | $72.26 | +0.59% | 3 qtrssince 2022-Q2 | Decreased 0 |
AFLAC INC | 1.8M | $132.4M | 1.9% | $59.06 | +12.26% | 4 qtrssince 2022-Q1 | Increased 53 |
Capital Wealth Planning, LLC manages $6.8B across 106 positions as of Q4 2022. Top holdings: UNH (6.1%), CVX (5.9%), MRK (5.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 24 new positions, 6 exits, 48 increased. Top move: AMGN (INCREASED, conviction 91). Portfolio: $6.8B across 106 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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