Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $11.3 Billion
  • Q1 2025

Capital Wealth Planning, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $11.3 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $644M, Goldman Sachs Group Inc with a value of $605M, Jpmorgan Chase & CO with a value of $603M, Cme Group Inc. with a value of $585M, and Home Depot, Inc. with a value of $554M.

Examining the 13F form we can see an increase of $699M in the current position value, from $10.6B to 11.3B.

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

Portfolio value $11.3 Billion
Financial Services: $3.03 Billion
Technology: $1.8 Billion
Industrials: $1.51 Billion
Consumer Cyclical: $1.42 Billion
Healthcare: $853 Million
Communication Services: $717 Million
ETFs: $567 Million
Consumer Defensive: $481 Million
Other: $931 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.74B
$5.61 Million 0.05% of portfolio
121,531
Q1 2025 Added 33.53%
$5.61B
$2.45 Million 0.02% of portfolio
54,534
Q1 2025 New
$4.46B
$2.6 Million 0.02% of portfolio
34,382
Q1 2025 Added 67.05%
$7.53B
$1.27 Million 0.01% of portfolio
23,248
Q1 2025 Added 165.39%
$7.48B
$233,000 0.0% of portfolio
176
Q1 2025 New
$3.22B
$227,000 0.0% of portfolio
3,000
Q4 2024 New
$3.5B
$445,000 0.0% of portfolio
12,500
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $11.3 Billion
  • Prior Value $10.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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