Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings132 positions
Visa Inc | 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% | $245.36 | +125.41% | 22 qtrssince 2019-Q3 | Decreased 0 |
Microsoft Corp. | 1.4M | $576.4M | 5.3% | $243.53 | +70.73% | 24 qtrssince 2019-Q1 | Increased 67 |
JPMorgan Chase & Co. | 2.4M | $575.3M | 5.3% | $129.65 | +78.52% | 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% | $372.59 | +29.94% | 24 qtrssince 2019-Q1 | Increased 68 |
CME Group Inc. | 2.4M | $565.7M | 5.2% | $204.77 | +8.13% | 5 qtrssince 2023-Q4 | Increased 91 |
Home Depot Inc. | 1.4M | $561.7M | 5.2% | $288.22 | +28.88% | 24 qtrssince 2019-Q1 | Increased 61 |
Caterpillar Inc | 1.5M | $555.5M | 5.1% | $300.66 | +18.14% | 24 qtrssince 2019-Q1 | Increased 63 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 5.1M | $466.3M | 4.3% | $81.75 | +5.17% | 9 qtrssince 2022-Q4 | Increased 74 |
International 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% | $270.07 | +7.84% | 4 qtrssince 2024-Q1 | Increased 69 |
Amgen Inc. | 1.7M | $446.8M | 4.1% | $276.55 | -10.55% | 10 qtrssince 2022-Q3 | Increased 63 |
The TJX Companies Inc. | 3.7M | $442M | 4.1% | $110.19 | +7.30% | 3 qtrssince 2024-Q2 | Increased 76 |
The Procter & Gamble Co. | 2.6M | $434M | 4.0% | $128.57 | +24.28% | 24 qtrssince 2019-Q1 | Decreased 0 |
Meta Platforms Inc | 582,789 | $341.2M | 3.2% | $565.39 | +2.97% | 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% | $33.37 | +5.12% | 24 qtrssince 2019-Q1 | Increased 56 |
Freeport-McMoRan Inc. | 7.5M | $286M | 2.6% | $40.29 | -7.57% | 6 qtrssince 2023-Q3 | Increased 57 |
McDonald's Corp. | 773,044 | $224.1M | 2.1% | $208.86 | +33.02% | 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: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
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
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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
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