Capital Wealth Planning, LLC

Q4 2024 13F Holdings

  • Location
    naples, FL
  • Num holdings

    132

  • Value ($000)

    $10,812,898

  • Date Filed
    02/05/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$628.38M
6 %

1,988,298

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$621.91M
6 %

1,086,077

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$576.42M
5 %

1,367,544

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$575.34M
5 %

2,400,139

HON
HON

HONEYWELL INTL INC

COM
438516106
$570.67M
5 %

2,526,311

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$569.42M
5 %

1,125,651

CME
CME

CME GROUP INC

COM
12572Q105
$565.67M
5 %

2,435,823

HD
HD

HOME DEPOT INC

COM
437076102
$561.69M
5 %

1,443,968

CAT
CAT

CATERPILLAR INC

COM
149123101
$555.46M
5 %

1,531,208

KRE
KRE

SPDR SER TR

BLOOMBERG 1-3 MO
78468R663
$466.33M
4 %

5,100,385

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