Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings138 positions
MICROSOFT | 1.3M | $500.5M | 5.7% | $221.85 | +65.96% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA - CLASS A | 1.9M | $482.8M | 5.5% | $196.40 | +29.85% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 905,171 | $476.5M | 5.5% | $345.74 | +43.49% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $467.5M | 5.4% | $110.60 | +44.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 1.2M | $459.1M | 5.3% | $242.04 | +50.30% | 18 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS | 1.5M | $451.1M | 5.2% | $204.04 | +35.98% | 20 qtrssince 2019-Q1 | Increased 60 |
WALMART | 2.8M | $433.5M | 5.0% | $50.88 | +0.45% | 20 qtrssince 2019-Q1 | Increased 72 |
PROCTER & GAMBLE | 2.9M | $428.7M | 4.9% | $126.43 | +7.07% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.6M | $417.8M | 4.8% | $78.87 | +3.01% | 5 qtrssince 2022-Q4 | Decreased 0 |
CHEVRON CORPORATION | 2.8M | $412.3M | 4.7% | $100.04 | +32.90% | 20 qtrssince 2019-Q1 | Increased 58 |
HOME DEPOT | 1.1M | $372.5M | 4.3% | $266.11 | +21.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 1.2M | $349.6M | 4.0% | $283.89 | +0.13% | 20 qtrssince 2019-Q1 | Increased 92 |
BROADCOM | 266,765 | $297.8M | 3.4% | $108.48 | +0.07% | 2 qtrssince 2023-Q3 | Increased 91 |
MERCK & CO INC | 2.5M | $274M | 3.1% | $87.79 | +14.14% | 20 qtrssince 2019-Q1 | Decreased 0 |
DEERE & CO. | 635,760 | $254.2M | 2.9% | $389.85 | -1.10% | 8 qtrssince 2022-Q1 | Decreased 0 |
CME GROUP INC | 1.2M | $253.6M | 2.9% | $190.96 | 0.00% | 1 qtr | New 80 |
JOHNSON & JOHNSON | 1.6M | $244.9M | 2.8% | $146.05 | -0.66% | 20 qtrssince 2019-Q1 | Increased 53 |
CISCO SYS INC | 4.7M | $235.8M | 2.7% | $48.66 | -3.77% | 20 qtrssince 2019-Q1 | Increased 71 |
COCA-COLA | 3.7M | $218.8M | 2.5% | $53.84 | +1.20% | 3 qtrssince 2023-Q2 | Decreased 0 |
SLB LIMITED | 3.7M | $190.2M | 2.2% | $49.45 | -2.10% | 5 qtrssince 2022-Q4 | Decreased 0 |
Capital Wealth Planning, LLC manages $8.7B across 138 positions as of Q4 2023. Top holdings: MSFT (5.7%), V (5.5%), UNH (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 32 new positions, 31 exits, 55 increased. Top move: CAT (INCREASED, conviction 92). Portfolio: $8.7B across 138 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