Capital Wealth Planning, LLC

Q2 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    141

  • Value ($000)

    $12,681,454

  • Date Filed
    08/07/2025
  • Form type
    13F-HR
  • CIK
    0001566728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
META
META

META PLATFORMS INC

CL A
30303M102
$709.01 M
6 %

960,601

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$708.67 M
6 %

1,001,294

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$697.30 M
6 %

2,405,225

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$683.47 M
5 %

2,318,565

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$671.93 M
5 %

1,350,863

V
V

VISA INC

COM CL A
92826C839
$665.44 M
5 %

1,874,215

RTX
RTX

RTX CORPORATION

COM
75513E101
$635.53 M
5 %

4,352,340

CAT
CAT

CATERPILLAR INC

COM
149123101
$634.28 M
5 %

1,633,850

CME
CME

CME GROUP INC

COM
12572Q105
$611.50 M
5 %

2,218,640

HD
HD

HOME DEPOT INC

COM
437076102
$596.26 M
5 %

1,626,282

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