Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $10.6 Billion
  • Q4 2024

Capital Wealth Planning, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.6 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $628M, Goldman Sachs Group Inc with a value of $622M, Microsoft Corp with a value of $576M, Jpmorgan Chase & CO with a value of $575M, and Honeywell International Inc with a value of $571M.

Examining the 13F form we can see an increase of $79.2M in the current position value, from $10.5B to 10.6B.

Below you can find more details about Capital Wealth Planning, LLC portfolio as well as his latest detailed transactions.

Portfolio value $10.6 Billion
Financial Services: $2.89 Billion
Industrials: $1.44 Billion
Healthcare: $1.26 Billion
Consumer Cyclical: $1.25 Billion
Technology: $1.07 Billion
Communication Services: $661 Million
ETFs: $561 Million
Energy: $519 Million
Other: $970 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$466 Million 4.39% of portfolio
5,100,385
Q4 2024 Added 34.77%
$0
$42 Million 0.4% of portfolio
98,785
Q4 2024 Added 324.21%
$0
$30.7 Million 0.29% of portfolio
52,412
Q4 2024 Added 0.45%
$0
$7.95 Million 0.07% of portfolio
15,546
Q4 2024 New
$0
$4.97 Million 0.05% of portfolio
87,644
Q4 2024 Added 296.99%
$92.3B
$3.25 Million 0.03% of portfolio
13,406
Q4 2024 Reduced 35.21%
$0
$3.04 Million 0.03% of portfolio
62,921
Q4 2024 New
$0
$1.53 Million 0.01% of portfolio
37,846
Q4 2024 Added 3.81%
$0
$317,000 0.0% of portfolio
13,693
Q4 2024 Added 196.96%
$0
$243,000 0.0% of portfolio
1,747
Q4 2024 New
$0
$398,000 0.0% of portfolio
2,150
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $10.6 Billion
  • Prior Value $10.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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