Capital Wealth Planning, LLC Portfolio Holdings
Capital Wealth Planning, LLC
- $12.5 Billion
- Q2 2025
Capital Wealth Planning, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $12.5 Billion distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $709M, Meta Platforms, Inc. with a value of $709M, Jpmorgan Chase & CO with a value of $697M, International Business Machines Corp with a value of $683M, and Microsoft Corp with a value of $672M.
Examining the 13F form we can see an increase of $1.17B in the current position value, from $11.3B to 12.5B.
Below you can find more details about Capital Wealth Planning, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$12.5 Billion
Financial Services: $3.35 Billion
Technology: $1.94 Billion
Industrials: $1.93 Billion
Consumer Cyclical: $1.58 Billion
Communication Services: $998 Million
Consumer Defensive: $739 Million
Healthcare: $534 Million
ETFs: $451 Million
Other: $956 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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