Capital Wealth Planning, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Capital Wealth Planning, LLC | Institutional Filer | ▲ 17.39% | $18.13B | 151 |
Current Portfolio Holdings
Showing all 151 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 2.5M | $928.2M | 5.12% |
| 2 | GS | The Goldman Sachs Group, Inc. | Financial Services | 1.1M | $903.1M | 4.98% |
| 3 | AAPL | Apple Inc. | Technology | 3.6M | $901.9M | 4.97% |
| 4 | RTX | RTX Corporation | Industrials | 4.6M | $888.9M | 4.90% |
| 5 | JPM | JPMorgan Chase & Co. | Financial Services | 2.9M | $845.1M | 4.66% |
| 6 | CAT | Caterpillar Inc. | Industrials | 1.2M | $840.3M | 4.63% |
| 7 | CVX | Chevron Corporation | Energy | 3.9M | $799.8M | 4.41% |
| 8 | AXP | American Express Company | Financial Services | 2.6M | $795.5M | 4.39% |
| 9 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 4.7M | $743.7M | 4.10% |
| 10 | HD | The Home Depot, Inc. | Consumer Cyclical | 2.2M | $720.0M | 3.97% |
| 11 | V | Visa Inc. | Financial Services | 2.3M | $708.3M | 3.91% |
| 12 | CME | CME Group Inc. | Financial Services | 2.3M | $675.9M | 3.73% |
| 13 | MCD | McDonald's Corporation | Consumer Cyclical | 2.1M | $665.5M | 3.67% |
| 14 | AMGN | Amgen Inc. | Healthcare | 1.9M | $651.9M | 3.59% |
| 15 | IBM | International Business Machines Corporation | Technology | 2.6M | $642.3M | 3.54% |
Showing 1 to 15 of 151 holdings