Capital Wealth Planning, LLC Reduced Holdings in Q2 2025

Capital Wealth Planning, LLC

  • $12.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-912K
- 99.27%
$274.35 - $599.47 $250M - $546M
6.68K $2.08M
CRM
Salesforce, Inc.

Technology
-1.28M
- 99.6%
$236.26 - $291.15 $303M - $374M
5.15K $1.41M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.28M
- 23.57%
$91.43 - $91.74 $117M - $117M
4.14M $380M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-8.82K
- 35.8%
$376.48 - $440.65 $3.32M - $3.89M
15.8K $6.97M
GLD
Spdr Gold Trust

ETFs
-12.2K
- 52.53%
$273.71 - $316.29 $3.35M - $3.87M
11.1K $3.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.07K
- 55.86%
$416.06 - $551.64 $2.11M - $2.8M
4.01K $2.21M
WMT
Walmart Inc.

Consumer Defensive
-20.8K
- 48.24%
$81.79 - $99.98 $1.71M - $2.08M
22.4K $2.19M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-54.2K
- 17.47%
$11.11 - $14.46 $602K - $783K
256K $3.2M
BMA
Macro Bank Inc.

Financial Services
-12.6K
- 36.59%
$64.88 - $96.54 $816K - $1.21M
21.8K $1.53M
ENB
Enbridge Inc

Energy
-18.7K
- 12.26%
$41.09 - $47.16 $770K - $884K
134K $6.08M
XOM
Exxon Mobil Corp

Energy
-712
- 2.45%
$99.93 - $119.04 $71.2K - $84.8K
28.3K $3.05M
NU
Nu Holdings Ltd.

Financial Services
-72.6K
- 36.95%
$9.6 - $13.72 $697K - $997K
124K $1.7M
PEP
Pepsico Inc

Consumer Defensive
-1.6K
- 42.96%
$128.02 - $151.37 $205K - $242K
2.12K $280K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-14.4K
- 17.08%
$70.56 - $92.75 $1.02M - $1.33M
69.9K $6.28M
YPF
Ypf Sociedad Anonima

Energy
-900
- 1.88%
$27.16 - $36.96 $24.4K - $33.3K
46.8K $1.47M
DGX
Quest Diagnostics Inc

Healthcare
-923
- 2.45%
N/A
36.8K $5.04M
Proshares Tr
-5.81K
- 8.0%
N/A
66.8K $0
Amplify ETF Tr
-277K
- 13.57%
N/A
1.76M $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.9K
- 15.2%
$33.89 - $46.39 $64.4K - $88.1K
10.6K $491K
SYK
Stryker Corp

Healthcare
-58
- 0.38%
$337.37 - $395.63 $19.6K - $22.9K
15.3K $6.05M
BCS
Barclays PLC

Financial Services
-30.3K
- 5.66%
$12.69 - $18.61 $385K - $565K
506K $9.41M
HON
Honeywell International Inc

Industrials
-52K
- 2.2%
$182.86 - $232.88 $9.51M - $12.1M
2.32M $539M
AXP
American Express CO

Financial Services
-118K
- 6.04%
$231.39 - $318.98 $27.2M - $37.5M
1.83M $584M
JPM
Jpmorgan Chase & CO

Financial Services
-52.2K
- 2.12%
$210.28 - $289.91 $11M - $15.1M
2.41M $697M
GS
Goldman Sachs Group Inc

Financial Services
-107K
- 9.65%
$462.22 - $707.75 $49.4M - $75.7M
1M $709M
MSFT
Microsoft Corp

Technology
-81.7K
- 5.7%
$354.56 - $497.45 $29M - $40.6M
1.35M $672M
Activity Summary
Buys All Purchases 101 New Holdings 21 Increased Positions 80 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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