Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings138 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $500.5M | 5.7% | $223.40 | +65.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 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% | $352.91 | +43.35% | 20 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.7M | $467.5M | 5.4% | $113.17 | +43.11% | 20 qtrssince 2019-Q1 | Decreased 0 |
GOLDMAN SACHS GROUP INC | 1.2M | $459.1M | 5.3% | $247.34 | +49.23% | 18 qtrssince 2019-Q3 | Decreased 0 |
MCDONALDS CORP | 1.5M | $451.1M | 5.2% | $208.39 | +35.76% | 20 qtrssince 2019-Q1 | Increased 60 |
WALMART INC | 2.8M | $433.5M | 5.0% | $50.66 | +1.54% | 20 qtrssince 2019-Q1 | Increased 72 |
PROCTER & GAMBLE CO/THE | 2.9M | $428.7M | 4.9% | $127.27 | +7.07% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPDR BLOOMBERG 1-3 MONTH T-B | 4.6M | $417.8M | 4.8% | $79.34 | +3.01% | 5 qtrssince 2022-Q4 | Decreased 0 |
CHEVRON CORP | 2.8M | $412.3M | 4.7% | $100.91 | +32.90% | 20 qtrssince 2019-Q1 | Increased 58 |
HOME DEPOT INC | 1.1M | $372.5M | 4.3% | $270.98 | +21.80% | 20 qtrssince 2019-Q1 | Decreased 0 |
CATERPILLAR INC | 1.2M | $349.6M | 4.0% | $284.57 | +0.13% | 20 qtrssince 2019-Q1 | Increased 92 |
BROADCOM INC | 266,765 | $297.8M | 3.4% | $108.68 | +0.07% | 2 qtrssince 2023-Q3 | Increased 91 |
MERCK & CO. INC. | 2.5M | $274M | 3.1% | $89.37 | +14.44% | 20 qtrssince 2019-Q1 | Decreased 0 |
DEERE AND CO | 635,760 | $254.2M | 2.9% | $390.78 | -1.10% | 8 qtrssince 2022-Q1 | Decreased 0 |
CME GROUP INC | 1.2M | $253.6M | 2.9% | $191.85 | 0.00% | 1 qtr | New 80 |
JOHNSON & JOHNSON | 1.6M | $244.9M | 2.8% | $148.27 | -0.57% | 20 qtrssince 2019-Q1 | Increased 53 |
CISCO SYSTEMS INC | 4.7M | $235.8M | 2.7% | $48.85 | -3.77% | 20 qtrssince 2019-Q1 | Increased 71 |
COCA-COLA CO/THE | 3.7M | $218.8M | 2.5% | $54.75 | +1.44% | 3 qtrssince 2023-Q2 | Decreased 0 |
SCHLUMBERGER LTD | 3.7M | $190.2M | 2.2% | $49.88 | -1.92% | 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: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
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