Capital Wealth Planning, LLC Portfolio Holdings

Capital Wealth Planning, LLC

  • $10.5 Billion
  • Q3 2024

Capital Wealth Planning, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $10.5 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Unitedhealth Group Inc with a value of $590M, Apple Inc. with a value of $584M, Home Depot, Inc. with a value of $583M, Caterpillar Inc with a value of $580M, and Goldman Sachs Group Inc with a value of $557M.

Examining the 13F form we can see an increase of $1.05B in the current position value, from $9.48B to 10.5B.

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

Portfolio value $10.5 Billion
Financial Services: $2.32 Billion
Technology: $1.59 Billion
Healthcare: $1.48 Billion
Industrials: $1.14 Billion
Consumer Cyclical: $1.14 Billion
Consumer Defensive: $900 Million
Communication Services: $561 Million
Energy: $519 Million
Other: $885 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.63B
$2.96 Million 0.03% of portfolio
83,637
Q3 2024 Reduced 7.14%
$7.74B
$2.79 Million 0.03% of portfolio
88,994
Q3 2024 Added 7.73%
$5.65B
$2.32 Million 0.02% of portfolio
26,999
Q3 2024 New
$6.18B
$2.05 Million 0.02% of portfolio
32,327
Q3 2024 Added 188.69%
$8.47B
$1.43 Million 0.01% of portfolio
60,025
Q3 2024 New
$9.38B
$601,000 0.01% of portfolio
14,296
Q3 2024 New
$3.4B
$38,000 0.0% of portfolio
229
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $10.5 Billion
  • Prior Value $9.48 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 33 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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