Capital Wealth Planning, LLC Buys ConocoPhillips, Newmont Corp, Union Pacific Corp, Sells Merck Inc, Kimberly-Clark Corp, Crown Castle International Corp

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Naples, FL, based Investment company Capital Wealth Planning, LLC (Current Portfolio) buys ConocoPhillips, Newmont Corp, Union Pacific Corp, The Home Depot Inc, Chevron Corp, sells Merck Inc, Kimberly-Clark Corp, Crown Castle International Corp, Mondelez International Inc, Amazon.com Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Capital Wealth Planning, LLC. As of 2020Q4, Capital Wealth Planning, LLC owns 109 stocks with a total value of $2.6 billion. These are the details of the buys and sells.

For the details of Capital Wealth Planning, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/capital+wealth+planning%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Capital Wealth Planning, LLC
  1. Goldman Sachs Group Inc (GS) - 535,247 shares, 5.93% of the total portfolio. Shares added by 13.26%
  2. Caterpillar Inc (CAT) - 779,847 shares, 5.75% of the total portfolio. Shares added by 9.22%
  3. Apple Inc (AAPL) - 1,020,094 shares, 5.45% of the total portfolio. Shares added by 22.55%
  4. UnitedHealth Group Inc (UNH) - 402,031 shares, 5.39% of the total portfolio. Shares added by 15.65%
  5. Chevron Corp (CVX) - 1,486,720 shares, 5.23% of the total portfolio. Shares added by 25.23%
New Purchase: ConocoPhillips (COP)

Capital Wealth Planning, LLC initiated holding in ConocoPhillips. The purchase prices were between $28.62 and $44.41, with an estimated average price of $37.07. The stock is now traded at around $42.580000. The impact to a portfolio due to this purchase was 2.93%. The holding were 1,787,293 shares as of 2020-12-31.

New Purchase: Newmont Corp (NEM)

Capital Wealth Planning, LLC initiated holding in Newmont Corp. The purchase prices were between $56.87 and $68.14, with an estimated average price of $61.53. The stock is now traded at around $61.640000. The impact to a portfolio due to this purchase was 2.78%. The holding were 1,168,139 shares as of 2020-12-31.

New Purchase: SSgA Energy Select Sector SPDR (XLE)

Capital Wealth Planning, LLC initiated holding in SSgA Energy Select Sector SPDR. The purchase prices were between $27.71 and $41.6, with an estimated average price of $34.68. The stock is now traded at around $41.640000. The impact to a portfolio due to this purchase was 0.15%. The holding were 94,314 shares as of 2020-12-31.

New Purchase: BTC iShares Silver Trust (SLV)

Capital Wealth Planning, LLC initiated holding in BTC iShares Silver Trust. The purchase prices were between $21.05 and $24.76, with an estimated average price of $22.76. The stock is now traded at around $23.550000. The impact to a portfolio due to this purchase was 0.08%. The holding were 91,495 shares as of 2020-12-31.

New Purchase: ProShares Short S&P500 (SH)

Capital Wealth Planning, LLC initiated holding in ProShares Short S&P500. The purchase prices were between $17.97 and $20.76, with an estimated average price of $19.06. The stock is now traded at around $17.450000. The impact to a portfolio due to this purchase was 0.07%. The holding were 107,267 shares as of 2020-12-31.

New Purchase: The Travelers Companies Inc (TRV)

Capital Wealth Planning, LLC initiated holding in The Travelers Companies Inc. The purchase prices were between $108.58 and $140.37, with an estimated average price of $129.01. The stock is now traded at around $146.360000. The impact to a portfolio due to this purchase was 0.05%. The holding were 9,000 shares as of 2020-12-31.

Added: Union Pacific Corp (UNP)

Capital Wealth Planning, LLC added to a holding in Union Pacific Corp by 78.60%. The purchase prices were between $173.37 and $209.85, with an estimated average price of $199.98. The stock is now traded at around $206.460000. The impact to a portfolio due to this purchase was 2.3%. The holding were 654,195 shares as of 2020-12-31.

Added: The Home Depot Inc (HD)

Capital Wealth Planning, LLC added to a holding in The Home Depot Inc by 26.55%. The purchase prices were between $261.72 and $290.36, with an estimated average price of $274.77. The stock is now traded at around $285.080000. The impact to a portfolio due to this purchase was 1.08%. The holding were 471,910 shares as of 2020-12-31.

Added: Chevron Corp (CVX)

Capital Wealth Planning, LLC added to a holding in Chevron Corp by 25.23%. The purchase prices were between $66.88 and $95.62, with an estimated average price of $81.37. The stock is now traded at around $90.900000. The impact to a portfolio due to this purchase was 1.05%. The holding were 1,486,720 shares as of 2020-12-31.

Added: Apple Inc (AAPL)

Capital Wealth Planning, LLC added to a holding in Apple Inc by 22.55%. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $142.920000. The impact to a portfolio due to this purchase was 1%. The holding were 1,020,094 shares as of 2020-12-31.

Added: Johnson & Johnson (JNJ)

Capital Wealth Planning, LLC added to a holding in Johnson & Johnson by 24.35%. The purchase prices were between $137.11 and $157.38, with an estimated average price of $147.59. The stock is now traded at around $165.980000. The impact to a portfolio due to this purchase was 0.57%. The holding were 460,282 shares as of 2020-12-31.

Added: Amgen Inc (AMGN)

Capital Wealth Planning, LLC added to a holding in Amgen Inc by 24.99%. The purchase prices were between $216.38 and $257.67, with an estimated average price of $229.9. The stock is now traded at around $257.100000. The impact to a portfolio due to this purchase was 0.56%. The holding were 289,196 shares as of 2020-12-31.

Sold Out: Kimberly-Clark Corp (KMB)

Capital Wealth Planning, LLC sold out a holding in Kimberly-Clark Corp. The sale prices were between $132.59 and $154.32, with an estimated average price of $139.81.

Sold Out: Mondelez International Inc (MDLZ)

Capital Wealth Planning, LLC sold out a holding in Mondelez International Inc. The sale prices were between $53.12 and $59.03, with an estimated average price of $57.16.

Sold Out: Mastercard Inc (MA)

Capital Wealth Planning, LLC sold out a holding in Mastercard Inc. The sale prices were between $288.64 and $356.94, with an estimated average price of $332.69.

Sold Out: Texas Instruments Inc (TXN)

Capital Wealth Planning, LLC sold out a holding in Texas Instruments Inc. The sale prices were between $141.09 and $166.68, with an estimated average price of $155.77.

Sold Out: Adobe Inc (ADBE)

Capital Wealth Planning, LLC sold out a holding in Adobe Inc. The sale prices were between $444.94 and $514.31, with an estimated average price of $482.91.

Sold Out: Charles Schwab Corp (SCHW)

Capital Wealth Planning, LLC sold out a holding in Charles Schwab Corp. The sale prices were between $36.75 and $53.04, with an estimated average price of $45.56.



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