Capital Wealth Management, LLC has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $208 Million distributed in 44 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25M, Spdr Portfolio Short Term Corp with a value of $21.4M, Vanguard Value ETF with a value of $21.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.7M, and Vanguard Small Cap Value ETF with a value of $12.8M.
Examining the 13F form we can see an increase of $12.7M in the current position value, from $196M to 208M.
Capital Wealth Management, LLC is based out at W. Warwick, RI
Below you can find more details about Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.