Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings132 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VISA INC-CLASS A SHARES | 2M | $628.4M | 5.8% | $204.19 | +52.77% | 24 qtrssince 2019-Q1 | Increased 61 |
GOLDMAN SACHS GROUP INC | 1.1M | $621.9M | 5.8% | $250.72 | +124.18% | 22 qtrssince 2019-Q3 | Decreased 0 |
MICROSOFT CORP | 1.4M | $576.4M | 5.3% | $245.39 | +71.85% | 24 qtrssince 2019-Q1 | Increased 67 |
JPMORGAN CHASE & CO | 2.4M | $575.3M | 5.3% | $131.64 | +77.24% | 24 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 2.5M | $570.7M | 5.3% | $196.00 | +6.64% | 3 qtrssince 2024-Q2 | Increased 69 |
UNITEDHEALTH GROUP INC | 1.1M | $569.4M | 5.3% | $380.42 | +30.28% | 24 qtrssince 2019-Q1 | Increased 68 |
CME GROUP INC | 2.4M | $565.7M | 5.2% | $210.43 | +7.97% | 5 qtrssince 2023-Q4 | Increased 91 |
HOME DEPOT INC | 1.4M | $561.7M | 5.2% | $293.73 | +29.35% | 24 qtrssince 2019-Q1 | Increased 61 |
CATERPILLAR INC | 1.5M | $555.5M | 5.1% | $300.66 | +18.14% | 24 qtrssince 2019-Q1 | Increased 63 |
SPDR BLOOMBERG 1-3 MONTH T-B | 5.1M | $466.3M | 4.3% | $81.75 | +5.17% | 9 qtrssince 2022-Q4 | Increased 74 |
INTL BUSINESS MACHINES CORP | 2.1M | $455.7M | 4.2% | $170.65 | +23.07% | 5 qtrssince 2023-Q4 | Increased 60 |
AMERICAN EXPRESS CO | 1.5M | $450.4M | 4.2% | $271.65 | +8.05% | 4 qtrssince 2024-Q1 | Increased 69 |
AMGEN INC | 1.7M | $446.8M | 4.1% | $278.17 | -10.55% | 10 qtrssince 2022-Q3 | Increased 63 |
TJX COMPANIES INC | 3.7M | $442M | 4.1% | $110.19 | +7.30% | 3 qtrssince 2024-Q2 | Increased 76 |
PROCTER & GAMBLE CO/THE | 2.6M | $434M | 4.0% | $128.57 | +24.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 582,789 | $341.2M | 3.2% | $565.47 | +4.23% | 24 qtrssince 2019-Q1 | Increased 79 |
CHEVRON CORP | 2.2M | $317.2M | 2.9% | $107.72 | +26.10% | 24 qtrssince 2019-Q1 | Increased 56 |
VERIZON COMMUNICATIONS INC | 7.6M | $305.9M | 2.8% | $34.95 | +4.21% | 24 qtrssince 2019-Q1 | Increased 56 |
FREEPORT-MCMORAN INC | 7.5M | $286M | 2.6% | $40.29 | -7.57% | 6 qtrssince 2023-Q3 | Increased 57 |
MCDONALDS CORP | 773,044 | $224.1M | 2.1% | $213.26 | +32.70% | 24 qtrssince 2019-Q1 | Increased 56 |
Capital Wealth Planning, LLC manages $10.8B across 132 positions as of Q4 2024. Top holdings: V (5.8%), GS (5.8%), MSFT (5.3%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 18 new positions, 30 exits, 59 increased. Top move: CME (INCREASED, conviction 91). Portfolio: $10.8B across 132 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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