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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14B
$4.72 Million 0.04% of portfolio
107,449
Q1 2025 New
$228B
$4.49 Million 0.04% of portfolio
61,114
Q1 2025 Added 33.43%
$111B
$4.2 Million 0.04% of portfolio
271,808
Q1 2025 Added 77.11%
$34.6B
$2.98 Million 0.03% of portfolio
72,445
Q1 2025 Reduced 35.23%
$0
$3.07 Million 0.03% of portfolio
37,583
Q1 2025 New
$433B
$3.52 Million 0.03% of portfolio
32,494
Q1 2025 Added 102.85%
$120B
$2.96 Million 0.03% of portfolio
1,518
Q1 2025 New
$262B
$3.79 Million 0.03% of portfolio
43,217
Q1 2025 Reduced 30.83%
$321B
$2.98 Million 0.03% of portfolio
22,535
Q1 2025 Reduced 57.54%
$94.3B
$3.58 Million 0.03% of portfolio
8,366
Q1 2025 Reduced 8.13%
$462B
$3.45 Million 0.03% of portfolio
29,025
Q1 2025 Added 358.68%
$31.4B
$3.21 Million 0.03% of portfolio
126,315
Q1 2025 New
$76.9B
$2.97 Million 0.03% of portfolio
31,756
Q1 2025 Reduced 27.76%
$48B
$3.56 Million 0.03% of portfolio
162,230
Q1 2025 Added 29.84%
$119B
$2.28 Million 0.02% of portfolio
72,277
Q1 2025 Reduced 50.35%
$5.61B
$2.45 Million 0.02% of portfolio
54,534
Q1 2025 New
$2.37T
$2.67 Million 0.02% of portfolio
14,030
Q1 2025 Added 40.75%
$31.8B
$2.74 Million 0.02% of portfolio
292,479
Q1 2025 Added 35.16%
$1.14T
$1.96 Million 0.02% of portfolio
12,653
Q1 2025 Added 75.03%
$24.5B
$1.96 Million 0.02% of portfolio
19,109
Q1 2025 Added 42.81%
$45.4B
$2.01 Million 0.02% of portfolio
196,605
Q1 2025 Added 7.66%
$4.46B
$2.6 Million 0.02% of portfolio
34,382
Q1 2025 Added 67.05%
$149B
$2.54 Million 0.02% of portfolio
378,766
Q1 2025 Reduced 10.45%
$173B
$1.88 Million 0.02% of portfolio
27,409
Q1 2025 Reduced 24.61%
$61.4B
$2.12 Million 0.02% of portfolio
8,000
Q1 2025 New
$622B
$2.05 Million 0.02% of portfolio
3,840
Q1 2025 Reduced 0.95%
$0
$1.86 Million 0.02% of portfolio
20,415
Q1 2025 New
$103B
$1.84 Million 0.02% of portfolio
30,617
Q1 2025 Added 33.34%
$0
$1.76 Million 0.02% of portfolio
154,096
Q1 2025 New
$18.6B
$2.82 Million 0.02% of portfolio
90,994
Q1 2025 New
$964B
$1.24 Million 0.01% of portfolio
4,777
Q1 2025 Added 62.82%
$136B
$1.22 Million 0.01% of portfolio
5,171
Q1 2025 Reduced 66.34%
$12.7B
$1.67 Million 0.01% of portfolio
47,747
Q1 2025 Added 33.37%
$308B
$664,000 0.01% of portfolio
2,491
Q1 2025 Added 88.28%
$145B
$1.44 Million 0.01% of portfolio
15,041
Q1 2025 New
$24.6B
$1.08 Million 0.01% of portfolio
49,489
Q1 2025 New
$0
$1.34 Million 0.01% of portfolio
80,712
Q1 2025 New
$102B
$697,000 0.01% of portfolio
1,037
Q1 2025 New
$0
$588,000 0.01% of portfolio
14,908
Q1 2025 New
$7.53B
$1.27 Million 0.01% of portfolio
23,248
Q1 2025 Added 165.39%
$20.7B
$1.69 Million 0.01% of portfolio
15,378
Q1 2025 Reduced 11.82%
$280B
$1.18 Million 0.01% of portfolio
19,059
Q1 2025 Reduced 29.09%
$443B
$836,000 0.01% of portfolio
5,046
Q1 2025 Reduced 21.95%
$337B
$1.38 Million 0.01% of portfolio
6,609
Q1 2025 Reduced 1.87%
$117B
$957,000 0.01% of portfolio
5,720
Q1 2025 Added 66.76%
$0
$1.54 Million 0.01% of portfolio
37,739
Q1 2025 Reduced 0.28%
$63.7B
$1.11 Million 0.01% of portfolio
29,379
Q1 2025 Reduced 99.61%
$525B
$1.61 Million 0.01% of portfolio
1,729
Q1 2025 Added 157.29%
$52.4B
$637,000 0.01% of portfolio
3,077
Q1 2025 Added 75.13%

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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