Capital Wealth Planning, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Capital Wealth Planning, LLC

CIK Number: 0001566728

12.68B
Market Value
138
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 META Meta Platforms,...
727.05
+1.35% 960.6K +26.32% 709.01M 605.55 5.59% Share
2 GS The Goldman Sac...
779.62
-0.75% 1M -9.65% 708.67M 279.32 5.59% Share
3 JPM JPMorgan Chase ...
307.56
-1.01% 2.41M -2.12% 697.3M 145.9 5.50% Share
4 IBM International B...
286.76
+0.09% 2.32M +9.49% 683.47M 193.89 5.39% Share
5 MSFT Microsoft Corpo...
515.74
-0.76% 1.35M -5.7% 671.93M 257.42 5.30% Share
6 V Visa Inc.
346.01
-0.52% 1.87M +2.02% 665.44M 213.99 5.25% Share
7 RTX RTX Corporation
166.65
-0.33% 4.35M +57.09% 635.53M 130.2 5.01% Share
8 CAT Caterpillar Inc...
490.74
+2.06% 1.63M +0.08% 634.28M 312.05 5.00% Share
9 CME CME Group Inc.
265.43
-0.15% 2.22M +0.69% 611.5M 220.18 4.82% Share
10 HD The Home Depot,...
395.01
-0.51% 1.63M +7.57% 596.26M 321.67 4.70% Share
11 AXP American Expres...
330.53
+0.60% 1.83M -6.04% 584.13M 274.29 4.61% Share
12 HON Honeywell Inter...
211.01
+0.39% 2.32M -2.2% 539.46M 212.14 4.25% Share
13 AAPL Apple Inc.
257.13
+0.66% 2.54M +56.05% 520.59M 215.23 4.11% Share
14 TJX The TJX Compani...
142.50
-1.26% 3.87M +1.02% 477.37M 113.92 3.76% Share
15 PG The Procter & G...
152.07
-0.72% 2.96M +7.02% 470.92M 146.94 3.71% Share
16 MCD McDonald's Corp...
299.91
-0.2% 1.61M +33.12% 470.42M 269.41 3.71% Share
17 BIL SPDR Bloomberg ...
91.46
+0.01% 4.14M -23.57% 379.92M 91.63 3.00% Share
18 AMGN Amgen Inc.
297.40
-0.37% 1.3M +19.57% 362.5M 292.44 2.86% Share
19 CVX Chevron Corpora...
153.40
-0.76% 2.47M +9.04% 353.03M 129.8 2.78% Share
20 AEM Agnico Eagle Mi...
168.16
-1.19% 2.46M +7.49% 292.06M 108.38 2.30% Share
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