Capital Wealth Planning, LLC Purchases in Q1 2025

Capital Wealth Planning, LLC

  • $11.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.57M
+ 2639.86%
$209.68 - $247.1 $328M - $387M
1.63M $361M
CRM
Salesforce, Inc.

Technology
1.29M
New
$268.36 - $359.95 $346M - $464M
1.29M $346M
RTX
Raytheon Technologies Corp

Industrials
2.11M
+ 319.03%
$114.1 - $135.66 $241M - $286M
2.77M $367M
AEM
Agnico Eagle Mines LTD

Basic Materials
2.23M
+ 3768.81%
$79.66 - $108.41 $177M - $241M
2.28M $248M
MCD
Mcdonalds Corp

Consumer Cyclical
436K
+ 56.46%
$279.74 - $321.29 $122M - $140M
1.21M $378M
META
Meta Platforms, Inc.

Communication Services
178K
+ 30.48%
$576.36 - $736.67 $102M - $131M
760K $438M
AXP
American Express CO

Financial Services
431K
+ 28.42%
$255.39 - $325.87 $110M - $141M
1.95M $524M
IBM
International Business Machines Corp

Technology
44.7K
+ 2.16%
$217.4 - $264.74 $9.72M - $11.8M
2.12M $527M
CVX
Chevron Corp

Energy
71.2K
+ 3.25%
$146.71 - $167.97 $10.5M - $12M
2.26M $378M
DUK
Duke Energy Corp

Utilities
104K
+ 5.03%
$105.87 - $121.97 $11M - $12.7M
2.17M $265M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
319K
+ 6.25%
$91.45 - $91.75 $29.1M - $29.2M
5.42M $497M
JPM
Jpmorgan Chase & CO

Financial Services
57.3K
+ 2.39%
$225.19 - $279.95 $12.9M - $16M
2.46M $603M
TJX
Tjx Companies Inc

Consumer Cyclical
168K
+ 4.6%
$112.81 - $126.16 $19M - $21.2M
3.83M $466M
FAST
Fastenal CO

Industrials
28
+ 0.0%
$71.11 - $79.98 $1.99K - $2.24K
1.18M $91.3M
WPM
Wheaton Precious Metals Corp.

Basic Materials
71.2K
+ 541.84%
$55.75 - $77.63 $3.97M - $5.52M
84.3K $6.54M
ONON
On Holding Ag

Consumer Cyclical
107K
New
$43.92 - $63.62 $4.72M - $6.84M
107K $4.72M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.08K
New
$468.34 - $539.52 $4.25M - $4.9M
9.08K $4.26M
GLD
Spdr Gold Trust

ETFs
9.9K
+ 73.84%
$243.19 - $288.14 $2.41M - $2.85M
23.3K $6.72M
SONY
Sony Group Corp

Technology
126K
New
$19.88 - $25.64 $2.51M - $3.24M
126K $3.21M
EFA
Ishares Tr Msci Eafe ETF

ETFs
37.6K
New
$74.85 - $84.89 $2.81M - $3.19M
37.6K $3.07M
YMM
Full Truck Alliance Co. Ltd.

Technology
214K
+ 166.21%
$10.41 - $13.69 $2.23M - $2.93M
343K $4.38M
MELI
Mercadolibre Inc

Consumer Cyclical
1.52K
New
$1739.0 - $2260.0 $2.64M - $3.43M
1.52K $2.96M
BCS
Barclays PLC

Financial Services
135K
+ 33.5%
$12.69 - $16.25 $1.71M - $2.19M
536K $8.24M
SLV
I Shares Silver Trust

ETFs
91K
New
$26.93 - $31.32 $2.45M - $2.85M
91K $2.82M
XOM
Exxon Mobil Corp

Energy
22.7K
+ 358.68%
$105.44 - $118.93 $2.39M - $2.7M
29K $3.45M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
150K
+ 46.97%
$11.66 - $14.98 $1.75M - $2.25M
469K $6.4M
CIB
Bancolombia Sa

Financial Services
40.2K
+ 41.55%
$31.99 - $44.29 $1.29M - $1.78M
137K $5.51M
QFIN
360 Digi Tech, Inc.

Financial Services
54.5K
New
$36.09 - $48.12 $1.97M - $2.62M
54.5K $2.45M
XLF
Financial Sector Spdr

ETFs
47.3K
+ 75.13%
$47.32 - $52.19 $2.24M - $2.47M
110K $5.49M
RELX
Relx PLC

Communication Services
37.4K
+ 33.47%
$45.34 - $51.91 $1.7M - $1.94M
149K $7.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
18.3K
+ 94.84%
$165.25 - $224.62 $3.03M - $4.12M
37.7K $6.25M
SAP
Sap Se

Technology
7.06K
+ 33.34%
$241.4 - $293.69 $1.7M - $2.07M
28.2K $7.58M
ENB
Enbridge Inc

Energy
48.6K
+ 46.67%
$41.54 - $45.45 $2.02M - $2.21M
153K $6.77M
ERJ
Embraer S.A.

Industrials
30.5K
+ 33.53%
$37.11 - $56.4 $1.13M - $1.72M
122K $5.61M
TRV
Travelers Companies, Inc.

Financial Services
8K
New
$232.43 - $265.13 $1.86M - $2.12M
8K $2.12M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
63.5K
+ 20.96%
$9.49 - $14.83 $602K - $941K
366K $4.99M
NVS
Novartis Ag

Healthcare
12.9K
+ 33.35%
$97.14 - $115.57 $1.25M - $1.49M
51.5K $5.74M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
118K
+ 77.11%
$14.13 - $16.72 $1.67M - $1.98M
272K $4.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
20.4K
New
$85.29 - $92.57 $1.74M - $1.89M
20.4K $1.86M
YYY
Amplify ETF Tr High Income ETF

ETFs
154K
New
$11.38 - $12.01 $1.75M - $1.85M
154K $1.76M
AZN
Astrazeneca PLC

Healthcare
15.3K
+ 33.43%
$65.37 - $77.96 $1M - $1.19M
61.1K $4.49M
SHOP
Shopify Inc.

Technology
15K
New
$90.59 - $129.31 $1.36M - $1.94M
15K $1.44M
NVDA
Nvidia Corp

Technology
16.5K
+ 102.85%
$106.98 - $149.43 $1.76M - $2.46M
32.5K $3.52M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
80.7K
New
$16.57 - $18.85 $1.34M - $1.52M
80.7K $1.34M
ASML
Asml Holding Nv

Technology
2.12K
+ 99.72%
$662.63 - $776.99 $1.41M - $1.65M
4.25K $2.82M
PM
Philip Morris International Inc.

Consumer Defensive
1.85K
+ 7.3%
$117.15 - $158.79 $216K - $293K
27.2K $4.31M
RF
Regions Financial Corp

Financial Services
49.5K
New
$20.84 - $24.77 $1.03M - $1.23M
49.5K $1.08M
NFLX
Netflix Inc

Communication Services
1.06K
+ 157.29%
$828.4 - $1058.6 $876K - $1.12M
1.73K $1.61M
VOD
Vodafone Group Public LTD CO

Communication Services
76.1K
+ 35.16%
$8.05 - $9.86 $612K - $750K
292K $2.74M
Activity Summary
Buys All Purchases 101 New Holdings 31 Increased Positions 70 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Capital Wealth Planning, LLC Portfolio

Follow Capital Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email