Capital Wealth Planning, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationnaples, FL
- CIK0001566728
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
142 | $11.53 B | V, GS, JPM, CME | 13F-HR | May 12, 2025 | 000156672825000005 | ||
132 | $10.81 B | V, GS, MSFT, JPM | 13F-HR | Feb 5, 2025 | 000156672825000001 | ||
147 | $10.72 B | UNH, AAPL, HD, CAT | 13F-HR | Nov 12, 2024 | 000156672824000005 | ||
129 | $9.54 B | MSFT, KRE, UNH, GS | 13F-HR | Aug 9, 2024 | 000156672824000004 | ||
138 | $9.35 B | MSFT, HD, GS, V | 13F-HR | May 7, 2024 | 000156672824000003 | ||
139 | $8.73 B | MSFT, V, UNH, JPM | 13F-HR | Feb 8, 2024 | 000156672824000001 | ||
136 | $8.13 B | KRE, UNH, CHV, V | 13F-HR | Nov 6, 2023 | 000156672823000010 | ||
132 | $8.10 B | V, MSFT, JPM, MCD | 13F-HR | Aug 4, 2023 | 000156672823000009 | ||
137 | $7.39 B | JPM, CHV, MSFT, JNJ | 13F-HR | May 4, 2023 | 000156672823000008 | ||
106 | $6.84 B | UNH, CHV, MRK, PG | 13F-HR | Feb 3, 2023 | 000156672823000001 | ||
86 | $5.48 B | UNH, CHV, JNJ, HD | 13F-HR | Nov 9, 2022 | 000156672822000004 | ||
78 | $5.11 B | UNH, MCD, JNJ, PG | 13F-HR | Aug 8, 2022 | 000156672822000003 | ||
93 | $4.95 B | UNH, AAPL, CHV, MSFT | 13F-HR | May 11, 2022 | 000156672822000002 | ||
106 | $4.51 B | UNH, AAPL, MSFT, HD | 13F-HR | Feb 4, 2022 | 000156672822000001 | ||
111 | $3.64 B | MSFT, UNH, AAPL, MCD | 13F-HR | Nov 3, 2021 | 000156672821000005 | ||
130 | $3.56 B | UNH, MSFT, AAPL, NKE | 13F-HR | Aug 3, 2021 | 000156672821000004 | ||
133 | $3.06 B | UNH, CHV, HD, GS | 13F-HR | Apr 19, 2021 | 000156672821000003 | ||
111 | $2.59 B | GS, CAT, AAPL, UNH | 13F-HR | Jan 25, 2021 | 000156672821000002 | ||
100 | $2.02 B | NKE, MCD, UNH, MSFT | 13F-HR | Nov 10, 2020 | 000156672820000009 | ||
100 | $1.75 B | MSFT, UNH, AAPL, V | 13F-HR | Aug 14, 2020 | 000117266120001694 | ||
236 | $1.59 B | HD, AAPL, UNH, V | 13F-HR | Apr 30, 2020 | 000117266120001113 | ||
187 | $1.69 B | HD, V, DIS, WMT | 13F-HR | Feb 26, 2020 | 000117266120000941 | ||
262 | $1.58 B | JPM, HD, AAPL, MCD | 13F-HR | Nov 12, 2019 | 000156672819000005 | ||
261 | $1.38 B | MCD, JPM, HD, DIS | 13F-HR | Aug 2, 2019 | 000156672819000003 | ||
119 | $152.56 M | FAST, SPY, UPS, WMT | 13F-HR | May 14, 2019 | 000156672819000002 | ||
94 | $150.77 M | FAST, SPY, UPS, UNH | 13F-HR | Feb 13, 2019 | 000156672819000001 | ||
104 | $146.54 M | FAST, SPY, UPS, MSFT | 13F-HR | Nov 13, 2018 | 000156672818000004 | ||
89 | $143.66 M | FAST, SPY, UPS, CHV | 13F-HR | Aug 13, 2018 | 000156672818000003 | ||
238 | $143.88 M | FAST, UPS, SPY, XOM | 13F-HR | May 15, 2018 | 000156672818000002 | ||
115 | $72.55 M | FASTENAL CO, UPS, XOM, AFL | 13F-HR | Feb 14, 2018 | 000156672818000001 | ||
157 | $126.95 M | FASTENAL CO, UPS, SPY, XOM | 13F-HR | Nov 15, 2017 | 000156672817000005 | ||
116 | $624.64 M | FAST, SPY, UNH, MMM | 13F-HR | Aug 10, 2017 | 000156672817000004 | ||
97 | $118.42 M | FAST, SPY, UPS, XOM | 13F-HR | May 10, 2017 | 000156672817000003 | ||
116 | $113.13 M | FAST, SPY, UPS, XOM | 13F-HR | Feb 15, 2017 | 000156672817000001 | ||
86 | $129.52 M | FAST, UPS, SPY, XOM | 13F-HR | Nov 15, 2016 | 000156672816000009 | ||
96 | $132.68 M | FAST, SPY, XOM, UPS | 13F-HR | Aug 12, 2016 | 000156672816000008 | ||
96 | $139.07 M | FAST, SPY, XOM, UPS | 13F-HR | May 12, 2016 | 000156672816000007 | ||
102 | $108.96 M | SPY, XOM, UPS, MSFT | 13F-HR | Feb 12, 2016 | 000156672816000006 | ||
103 | $125.48 M | XOM, UPS, SPY, WFC | 13F-HR | Nov 13, 2015 | 000156672815000005 | ||
127 | $167.51 M | XOM, WFC, SPY, UPS | 13F-HR | Aug 13, 2015 | 000156672815000004 | ||
131 | $191.97 M | XOM, WFC, ET, SPY | 13F-HR | May 13, 2015 | 000156672815000003 | ||
135 | $214.42 M | XOM, UPS, WFC, ET | RESTATEMENT | Feb 13, 2015 | 000156672815000002 | ||
152 | $246.56 M | XOM, WFC, ET, SPY | 13F-HR | Nov 17, 2014 | 000156672814000006 | ||
171 | $270.49 M | XOM, WFC, ET, UPS | 13F-HR | Aug 20, 2014 | 000156672814000005 | ||
122 | $232.26 M | XOM, WFC, SPY, UPS | 13F-HR | May 16, 2014 | 000156672814000002 | ||
75 | $82.78 M | UPS, WFC, 1964629D, XOM | 13F-HR | Feb 10, 2014 | 000156672814000001 |