Capital Wealth Planning, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings155 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS GROUP INC | 935,946 | $834.1M | 5.4% | $256.41 | +244.92% | 26 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN EXPRESS CO | 2.2M | $798.5M | 5.2% | $280.73 | +32.71% | 8 qtrssince 2024-Q1 | Decreased 0 |
APPLE INC | 2.9M | $797.6M | 5.2% | $222.37 | +21.92% | 28 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.5M | $794.3M | 5.1% | $140.56 | +129.07% | 28 qtrssince 2019-Q1 | Increased 64 |
RAYTHEON TECHNOLOGIES CORP | 4.3M | $793.7M | 5.1% | $130.35 | +39.19% | 5 qtrssince 2024-Q4 | Increased 66 |
MICROSOFT CORP | 1.6M | $790.9M | 5.1% | $295.39 | +65.03% | 28 qtrssince 2019-Q1 | Increased 71 |
CATERPILLAR INC | 1.3M | $763.5M | 4.9% | $302.18 | +88.43% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.2M | $757.9M | 4.9% | $225.76 | +54.42% | 28 qtrssince 2019-Q1 | Increased 62 |
CME GROUP INC | 2.7M | $736.2M | 4.8% | $222.06 | +24.22% | 9 qtrssince 2023-Q4 | Increased 62 |
INTL BUSINESS MACHINES CORP | 2.4M | $719.4M | 4.7% | $193.73 | +49.84% | 9 qtrssince 2023-Q4 | Increased 65 |
HOME DEPOT INC | 1.9M | $639.3M | 4.1% | $307.40 | +12.67% | 28 qtrssince 2019-Q1 | Increased 65 |
TJX COMPANIES INC | 4.1M | $628.6M | 4.1% | $112.69 | +35.06% | 7 qtrssince 2024-Q2 | Decreased 0 |
MCDONALDS CORP | 1.9M | $571.5M | 3.7% | $262.73 | +17.24% | 28 qtrssince 2019-Q1 | Increased 62 |
META PLATFORMS INC-CLASS A | 833,083 | $546.3M | 3.5% | $607.26 | +9.67% | 28 qtrssince 2019-Q1 | Increased 63 |
MERCK & CO. INC. | 5M | $529.2M | 3.4% | $88.04 | +20.46% | 28 qtrssince 2019-Q1 | Increased 82 |
AMGEN INC | 1.4M | $473.9M | 3.1% | $296.59 | +8.78% | 14 qtrssince 2022-Q3 | Increased 87 |
WALMART INC | 4M | $447M | 2.9% | $111.68 | +0.22% | 28 qtrssince 2019-Q1 | Increased 86 |
SPDR BLOOMBERG 1-3 MONTH T-B | 4.8M | $439.4M | 2.8% | $83.01 | +7.87% | 13 qtrssince 2022-Q4 | Increased 56 |
CHEVRON CORP | 2.7M | $422.4M | 2.7% | $115.55 | +29.44% | 28 qtrssince 2019-Q1 | Increased 57 |
AGNICO EAGLE MINES LTD | 1.9M | $319.6M | 2.1% | $107.92 | +59.23% | 9 qtrssince 2023-Q4 | Decreased 0 |
Capital Wealth Planning, LLC manages $15.4B across 155 positions as of Q4 2025. Top holdings: GS (5.4%), AXP (5.2%), AAPL (5.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 25 new positions, 22 exits, 89 increased. Top move: AMGN (INCREASED, conviction 87). Portfolio: $15.4B across 155 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
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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