CAPITAL WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationw. warwick, RI
- Num holdings
41
- Value ($000)
$233,294
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001730456
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $27.05M | 12 % | 65,893 | ||
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $26.00M | 11 % | 870,874 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $22.46M | 10 % | 132,654 | ||
NANR SPDR INDEX SHS FDS | S&P NORTH AMER | 78463X152 | $16.07M | 7 % | 314,378 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $15.85M | 7 % | 413,001 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $13.88M | 6 % | 309,229 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $13.57M | 6 % | 68,484 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $12.78M | 6 % | 384,739 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $11.79M | 5 % | 156,090 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $11.35M | 5 % | 261,213 |
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