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Capital Wealth Planning, LLC13F | |
| Capital Wealth Planning, LLC | |
| Last update 2025-05-12 | 142 Stocks (29 new) |
| Value $11.53 Bil | Turnover 15 % |
Capital Wealth Planning, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
V | Visa Inc | 1,837,168 | 643,853.8 | -7.60% | 5.580 | -0.44% | 0.100 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
GS | The Goldman Sachs Group Inc | 1,108,257 | 605,429.5 | +2.04% | 5.250 | +0.11% | 0.360 | +39.71% | +24.92% | 217,323.3 | Capital Markets | |
JPM | JPMorgan Chase & Co | 2,457,408 | 602,802.1 | +2.39% | 5.230 | +0.12% | 0.090 | +26.17% | +23.48% | 800,897.6 | Banks | |
CME | CME Group Inc | 2,203,488 | 584,563.3 | -9.54% | 5.070 | -0.50% | 0.610 | +5.11% | +19.42% | 98,990.7 | Capital Markets | |
HD | The Home Depot Inc | 1,511,769 | 554,048.3 | +4.70% | 4.800 | +0.22% | 0.150 | +1.85% | -6.44% | 357,577.1 | Retail - Cyclical | |
CAT | Caterpillar Inc | 1,632,473 | 538,389.6 | +6.61% | 4.670 | +0.29% | 0.350 | +41.28% | +15.01% | 194,574.0 | Farm & Heavy Construction Machinery | |
MSFT | Microsoft Corp | 1,432,544 | 537,762.6 | +4.75% | 4.660 | +0.21% | 0.020 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2,117,616 | 526,566.3 | +2.16% | 4.570 | +0.10% | 0.230 | +20.50% | +31.78% | 265,686.6 | Software | |
AXP | American Express Co | 1,948,965 | 524,369.1 | +28.42% | 4.550 | +1.01% | 0.280 | +22.85% | +4.61% | 215,746.3 | Credit Services | |
HON | Honeywell International Inc | 2,368,480 | 501,525.7 | -6.25% | 4.350 | -0.33% | 0.370 | +20.93% | +5.81% | 152,156.0 | Conglomerates |
Capital Wealth Planning, LLC's Historical Top Holdings Breakdowns
Capital Wealth Planning, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +3.02% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 2639.86% | 1,626,000 | 1,566,654 | |
CRM | Salesforce Inc | 2025-03-31 | New Buy New Buy | +3.00% | 268.36 ($311.03) 359.95 | $262.38 | -15.64% | New holding | 1,289,005 | 1,289,005 | |
FCX | Freeport-McMoRan Inc | 2025-03-31 | Reduce Reduce | -2.64% | 34.5 ($38.26) 43.01 | $44.80 | 17.09% | Reduce -99.61% | 29,379 | -7,481,797 | |
AEM | Agnico Eagle Mines Ltd | 2025-03-31 | Add Add | +2.09% | 79.66 ($95.62) 108.41 | $117.73 | 23.12% | Add 3768.81% | 2,284,723 | 2,225,668 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -1.90% | 83.01 ($93.37) 101.02 | $79.96 | -14.36% | Reduce -99.81% | 3,847 | -2,056,814 | |
MPC | Marathon Petroleum Corp | 2025-03-31 | Reduce Reduce | -1.64% | 134.72 ($147.98) 159.03 | $174.21 | 17.73% | Reduce -99.74% | 3,291 | -1,268,632 | |
AMGN | Amgen Inc | 2025-03-31 | Reduce Reduce | -1.51% | 258.59 ($295.3) 327.36 | $294.76 | -0.18% | Reduce -36.65% | 1,085,842 | -628,274 | |
MCD | McDonald's Corp | 2025-03-31 | Add Add | +1.18% | 279.74 ($299.1) 321.29 | $297.07 | -0.68% | Add 56.46% | 1,209,479 | 436,435 | |
RTX | RTX Corp | 2025-03-31 | Add Add | +1.03% | 114.1 ($126.79) 135.66 | $151.50 | 19.49% | Add 48.2% | 2,770,645 | 901,134 | |
AXP | American Express Co | 2025-03-31 | Add Add | +1.01% | 255.39 ($295.58) 325.87 | $307.95 | 4.18% | Add 28.42% | 1,948,965 | 431,297 |
Capital Wealth Planning, LLC Total Holding History ($B)
Capital Wealth Planning, LLC's Asset Allocation
Capital Wealth Planning, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Capital Wealth Planning, LLC's Hypothetical Growth since 2025-03-31
Capital Wealth Planning, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Capital Wealth Planning, LLC's Holdings Heat Map
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Capital Wealth Planning, LLC's Holdings Bubble Chart
Capital Wealth Planning, LLC News
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