Capital Wealth Planning, LLC Top Holdings and 13F Report (2025) About Capital Wealth Planning, LLCInvestment ActivityCapital Wealth Planning, LLC has $10.81 billion in total holdings as of December 31, 2024.Capital Wealth Planning, LLC owns shares of 132 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 13.32% of the portfolio was purchased this quarter.About 9.30% of the portfolio was sold this quarter.This quarter, Capital Wealth Planning, LLC has purchased 142 new stocks and bought additional shares in 59 stocks.Capital Wealth Planning, LLC sold shares of 47 stocks and completely divested from 30 stocks this quarter.Largest Holdings Visa $628,381,767The Goldman Sachs Group $621,909,510Microsoft $576,419,966JPMorgan Chase & Co. $575,337,395Honeywell International $570,668,397 Largest New Holdings this Quarter RTX $216,339,813 HoldingInvesco QQQ $7,947,582 HoldingPROSHARES TR $4,391,034 HoldingFLUTTER ENTMT PLC $3,401,719 HoldingFinancial Select Sector SPDR Fund $3,040,972 Holding Largest Purchases this Quarter CME Group 996,498 shares (about $231.42M)RTX 1,869,511 shares (about $216.34M)TJX Companies 1,027,456 shares (about $124.13M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 1,315,895 shares (about $120.31M)Duke Energy 1,111,581 shares (about $119.76M) Largest Sales this Quarter Apple 2,449,377 shares (about $613.37M)Walmart 1,351,528 shares (about $122.11M)Merck & Co., Inc. 1,023,662 shares (about $101.83M)Procter & Gamble 444,472 shares (about $74.52M)JPMorgan Chase & Co. 100,149 shares (about $24.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCapital Wealth Planning, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$628,381,767$2,416,126 ▲0.4%1,988,2985.8%Business ServicesGSThe Goldman Sachs Group$621,909,510$22,838,952 ▼-3.5%1,086,0775.8%FinanceMSFTMicrosoft$576,419,966$45,888,297 ▲8.6%1,367,5445.3%Computer and TechnologyJPMJPMorgan Chase & Co.$575,337,395$24,006,720 ▼-4.0%2,400,1395.3%FinanceHONHoneywell International$570,668,397$69,871,392 ▲14.0%2,526,3115.3%Multi-Sector ConglomeratesUNHUnitedHealth Group$569,421,962$58,603,390 ▲11.5%1,125,6515.3%MedicalCMECME Group$565,671,217$231,416,748 ▲69.2%2,435,8235.2%FinanceHDHome Depot$561,689,096$2,202,461 ▲0.4%1,443,9685.2%Retail/WholesaleCATCaterpillar$555,461,072$17,299,663 ▲3.2%1,531,2085.1%Industrial ProductsBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$466,328,221$120,312,285 ▲34.8%5,100,3854.3%ETFIBMInternational Business Machines$455,684,150$17,190,269 ▲3.9%2,072,8934.2%Computer and TechnologyAXPAmerican Express$450,428,805$81,264,982 ▲22.0%1,517,6684.2%FinanceAMGNAmgen$446,767,128$40,227,432 ▲9.9%1,714,1164.1%MedicalTJXTJX Companies$441,952,607$124,126,967 ▲39.1%3,658,2454.1%Retail/WholesalePGProcter & Gamble$433,993,622$74,515,744 ▼-14.7%2,588,6884.0%Consumer StaplesMETAMeta Platforms$341,228,753$112,961,847 ▲49.5%582,7893.2%Computer and TechnologyCVXChevron$317,182,098$18,571,097 ▲6.2%2,189,8792.9%Oils/EnergyVZVerizon Communications$305,886,424$18,239,959 ▲6.3%7,649,0732.8%Computer and TechnologyFCXFreeport-McMoRan$286,025,599$17,647,415 ▲6.6%7,511,1762.6%Basic MaterialsMCDMcDonald's$224,097,745$12,720,084 ▲6.0%773,0442.1%Retail/WholesaleDUKDuke Energy$222,520,209$119,761,762 ▲116.5%2,065,3442.1%UtilitiesRTXRTX$216,339,813$216,339,813 ▲New Holding1,869,5112.0%AerospaceMRKMerck & Co., Inc.$204,994,540$101,833,888 ▼-33.2%2,060,6611.9%MedicalAMPLIFY ETF TR$190,871,596$10,995,537 ▲6.1%1,904,5261.8%SAMSUNG SOFR ETFMPCMarathon Petroleum$177,433,278$14,331,395 ▲8.8%1,271,9231.6%Oils/EnergyFASTFastenal$84,702,7890.0%1,177,9000.8%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$42,033,216$32,124,551 ▲324.2%98,7850.4%FinanceSPYSPDR S&P 500 ETF Trust$30,717,805$137,144 ▲0.4%52,4120.3%FinanceAAPLApple$14,861,345$613,369,673 ▼-97.6%59,3460.1%Computer and TechnologyRJFRaymond James$14,641,4060.0%94,2600.1%FinanceQQQInvesco QQQ$7,947,582$7,947,582 ▲New Holding15,5460.1%FinanceLLYEli Lilly and Company$7,806,464$1,168,036 ▼-13.0%10,1120.1%MedicalPCARPACCAR$5,845,222$554,741 ▲10.5%56,1930.1%Auto/Tires/TrucksDGXQuest Diagnostics$5,843,983$2,405,601 ▲70.0%38,7380.1%MedicalCCJCameco$5,748,228$156,277 ▲2.8%111,8550.1%Basic MaterialsWMTWalmart$5,645,337$122,110,510 ▼-95.6%62,4830.1%Retail/WholesaleSYKStryker$5,536,089$102,974 ▲1.9%15,3760.1%MedicalTEVATeva Pharmaceutical Industries$5,435,086$441,153 ▲8.8%246,6010.1%MedicalBCSBarclays$5,338,606$1,361,773 ▲34.2%401,7010.0%FinanceSAPSAP$5,214,482$1,186,732 ▼-18.5%21,1790.0%Computer and TechnologyRELXRelx$5,078,229$412,050 ▲8.8%111,8060.0%Computer and TechnologyXMESPDR S&P Metals & Mining ETF$4,973,816$3,720,941 ▲297.0%87,6440.0%ETFAEMAgnico Eagle Mines$4,618,692$1,364,921 ▲41.9%59,0550.0%Basic MaterialsBABAAlibaba Group$4,500,314$619,645 ▲16.0%53,0760.0%Retail/WholesaleENBEnbridge$4,421,164$2,190,194 ▲98.2%104,1990.0%Oils/EnergyPBRPetróleo Brasileiro S.A. - Petrobras$4,407,791$937,880 ▲27.0%342,7520.0%Oils/EnergyPROSHARES TR$4,391,034$4,391,034 ▲New Holding103,6110.0%SHORT S&P 500 NEIBNICICI Bank$4,347,108$266,680 ▼-5.8%145,5830.0%FinanceCNQCanadian Natural Resources$4,297,197$348,708 ▲8.8%139,2030.0%Oils/EnergySCCOSouthern Copper$4,006,159$1,004,889 ▲33.5%43,9610.0%Basic MaterialsRACEFerrari$3,868,593$312,682 ▲8.8%9,1060.0%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$3,816,297$2,310,831 ▲153.5%19,3240.0%Computer and TechnologyNVSNovartis$3,755,193$303,607 ▲8.8%38,5900.0%MedicalMUFGMitsubishi UFJ Financial Group$3,742,934$488,642 ▲15.0%319,3630.0%FinanceUNPUnion Pacific$3,503,004$2,124,470 ▼-37.8%15,3610.0%TransportationFLUTTER ENTMT PLC$3,401,719$3,401,719 ▲New Holding13,1620.0%SHSCRH PLC$3,396,872$592,128 ▲21.1%36,7150.0%ORDERJEmbraer$3,338,357$270,552 ▲8.8%91,0130.0%AerospaceGLDSPDR Gold Shares$3,245,995$1,763,675 ▼-35.2%13,4060.0%FinanceCIBBancolombia$3,051,744$247,543 ▲8.8%96,8500.0%FinancePMPhilip Morris International$3,047,743$1,151,509 ▼-27.4%25,3240.0%Consumer StaplesXLFFinancial Select Sector SPDR Fund$3,040,972$3,040,972 ▲New Holding62,9210.0%ETFAZNAstraZeneca$3,000,947$184,766 ▼-5.8%45,8020.0%MedicalBBVABanco Bilbao Vizcaya Argentaria$2,942,866$238,879 ▲8.8%302,7640.0%FinanceCPNGCoupang$2,746,313$367,703 ▼-11.8%124,9460.0%Retail/WholesaleSMFGSumitomo Mitsui Financial Group$2,223,809$581,498 ▲35.4%153,4720.0%FinanceAMZNAmazon.com$2,186,880$441,413 ▼-16.8%9,9680.0%Retail/WholesaleIHGInterContinental Hotels Group$2,178,605$948,393 ▼-30.3%17,4400.0%Consumer DiscretionaryNVDANVIDIA$2,151,191$1,230,499 ▼-36.4%16,0190.0%Computer and TechnologyINFYInfosys$2,140,576$2,140,576 ▲New Holding97,6540.0%Computer and TechnologyBMABanco Macro$1,991,514$1,136,446 ▼-36.3%20,5820.0%FinanceTTETotalEnergies$1,981,348$1,158,234 ▼-36.9%36,3550.0%Oils/EnergySKMSK Telecom$1,965,494$702,568 ▲55.6%93,4170.0%Computer and TechnologySANBanco Santander$1,928,730$156,645 ▲8.8%422,9670.0%FinanceTRVTravelers Companies$1,927,120$1,927,120 ▲New Holding8,0000.0%FinanceNUNU$1,891,974$1,891,974 ▲New Holding182,6230.0%FinanceVODVodafone Group Public$1,837,185$681,985 ▼-27.1%216,3940.0%Computer and TechnologyDEODiageo$1,831,053$138,826 ▼-7.0%14,4030.0%Consumer StaplesNVONovo Nordisk A/S$1,788,528$94,622 ▼-5.0%20,7920.0%MedicalBRK.BBerkshire Hathaway$1,757,367$6,346 ▲0.4%3,8770.0%FinanceCSCOCisco Systems$1,591,189$242,130 ▼-13.2%26,8780.0%Computer and TechnologyDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,532,010$56,227 ▲3.8%37,8460.0%ETFYPFYPF Sociedad Anónima$1,521,901$3,237,988 ▼-68.0%35,8010.0%Oils/EnergyMMYTMakeMyTrip$1,495,233$1,536,215 ▼-50.7%13,3170.0%Computer and TechnologyASMLASML$1,476,260$743,675 ▼-33.5%2,1300.0%Computer and TechnologyKOFCoca-Cola FEMSA$1,467,136$258,439 ▼-15.0%18,8360.0%Consumer StaplesYMMFull Truck Alliance$1,395,077$1,395,077 ▲New Holding128,9350.0%Business ServicesGOOGLAlphabet$1,368,450$916,402 ▼-40.1%7,2290.0%Computer and TechnologyRIORio Tinto Group$1,350,336$109,151 ▲8.8%22,9610.0%Basic MaterialsGGBGerdau$1,278,979$1,278,979 ▲New Holding444,0900.0%Basic MaterialsABBVAbbVie$1,196,810$41,760 ▼-3.4%6,7350.0%MedicalTSLATesla$1,184,867$507,223 ▼-30.0%2,9340.0%Auto/Tires/TrucksFUTUFutu$1,070,346$1,070,346 ▲New Holding13,3810.0%Business ServicesJNJJohnson & Johnson$934,941$789,747 ▼-45.8%6,4650.0%MedicalDEDeere & Company$853,930$98,742 ▼-10.4%2,0150.0%Industrial ProductsAVGOBroadcom$795,211$397,837 ▼-33.3%3,4300.0%Computer and TechnologyJKSJinkoSolar$752,204$752,204 ▲New Holding30,2090.0%Oils/EnergyWPMWheaton Precious Metals$738,544$738,544 ▲New Holding13,1320.0%Basic MaterialsBHPBHP Group$686,354$55,471 ▲8.8%14,0560.0%Basic MaterialsXOMExxon Mobil$680,656$15,597 ▼-2.2%6,3280.0%Oils/EnergyShowing largest 100 holdings. 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