Capital Wealth Planning, LLC Top Holdings and 13F Report (2025) About Capital Wealth Planning, LLCInvestment ActivityCapital Wealth Planning, LLC has $12.68 billion in total holdings as of June 30, 2025.Capital Wealth Planning, LLC owns shares of 141 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 12.10% of the portfolio was purchased this quarter.About 11.76% of the portfolio was sold this quarter.This quarter, Capital Wealth Planning, LLC has purchased 142 new stocks and bought additional shares in 79 stocks.Capital Wealth Planning, LLC sold shares of 29 stocks and completely divested from 22 stocks this quarter.Largest Holdings Meta Platforms $709,009,644The Goldman Sachs Group $708,665,774JPMorgan Chase & Co. $697,298,887International Business Machines $683,466,581Microsoft $671,932,535 Largest New Holdings this Quarter 40090E106 - GRUPO CIBEST SA $9,987,109 Holding81141R100 - SEA $5,875,076 Holding88034P109 - Tencent Music Entertainment Group $4,682,628 Holding904767704 - Unilever $4,140,842 HoldingD18190898 - Deutsche Bank Aktiengesellschaft $3,363,921 Holding Largest Purchases this Quarter CocaCola 3,520,913 shares (about $249.10M)RTX 1,581,695 shares (about $230.96M)Apple 911,043 shares (about $186.92M)Meta Platforms 200,167 shares (about $147.74M)Merck & Co., Inc. 1,582,939 shares (about $125.31M) Largest Sales this Quarter Salesforce 1,283,851 shares (about $350.10M)TJX Companies 2,375,886 shares (about $293.40M)UnitedHealth Group 911,587 shares (about $284.37M)TJX Companies 1,411,444 shares (about $174.30M)SPDR Bloomberg 1-3 Month T-Bill ETF 1,277,328 shares (about $117.17M) 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 PortfolioSectorMETAMeta Platforms$709,009,644$147,741,188 ▲26.3%960,6015.6%Computer and TechnologyGSThe Goldman Sachs Group$708,665,774$75,703,057 ▼-9.7%1,001,2945.6%FinanceJPMJPMorgan Chase & Co.$697,298,887$15,128,376 ▼-2.1%2,405,2255.5%FinanceIBMInternational Business Machines$683,466,581$59,235,745 ▲9.5%2,318,5655.4%Computer and TechnologyMSFTMicrosoft$671,932,535$40,628,932 ▼-5.7%1,350,8635.3%Computer and TechnologyVVisa$665,440,122$13,153,539 ▲2.0%1,874,2155.2%Business ServicesRTXRTX$635,528,677$230,959,100 ▲57.1%4,352,3405.0%AerospaceCATCaterpillar$634,276,931$534,565 ▲0.1%1,633,8505.0%IndustrialsCMECME Group$611,501,420$4,176,193 ▲0.7%2,218,6404.8%FinanceHDHome Depot$596,260,025$41,985,046 ▲7.6%1,626,2824.7%Retail/WholesaleAXPAmerican Express$584,132,338$37,548,405 ▼-6.0%1,831,2514.6%FinanceHONHoneywell International$539,464,077$12,107,429 ▼-2.2%2,316,4904.3%Multi-Sector ConglomeratesAAPLApple$520,586,725$186,918,714 ▲56.0%2,537,3434.1%Computer and TechnologyPGProcter & Gamble$470,919,591$30,872,707 ▲7.0%2,955,8103.7%Consumer StaplesMCDMcDonald's$470,415,248$117,041,823 ▲33.1%1,610,0743.7%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$379,920,071$117,169,299 ▼-23.6%4,141,7213.0%ETFAMGNAmgen$362,501,035$59,323,174 ▲19.6%1,298,3102.9%MedicalCVXChevron$353,028,919$29,258,728 ▲9.0%2,465,4582.8%EnergyTJXTJX Companies$298,233,206$174,299,243 ▼-36.9%2,415,0392.4%Retail/WholesaleAEMAgnico Eagle Mines$292,061,773$20,339,648 ▲7.5%2,455,7452.3%Basic MaterialsDUKDuke Energy$263,686,837$7,723,337 ▲3.0%2,234,6342.1%UtilitiesVZVerizon Communications$256,863,176$6,199,412 ▲2.5%5,936,2982.0%Computer and TechnologyKOCocaCola$249,589,516$249,104,595 ▲51,370.2%3,527,7672.0%Consumer StaplesTJXTJX Companies$179,134,224$293,398,163 ▼-62.1%1,450,5971.4%Retail/WholesaleAMPLIFY ETF TR$176,735,640$27,747,591 ▼-13.6%1,764,3571.4%SAMSUNG SOFR ETFMRKMerck & Co., Inc.$125,610,004$125,305,475 ▲41,147.4%1,586,7861.0%MedicalFASTFastenal$98,943,600$49,470,624 ▲100.0%2,355,8000.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$34,093,766$1,218,407 ▲3.7%55,1810.3%FinanceRJFRaymond James Financial$14,456,6560.0%94,2600.1%FinanceSAPSAP$12,743,311$4,155,223 ▲48.4%41,9050.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$11,766,156$3,238,807 ▲38.0%51,9500.1%Computer and TechnologyERJEmbraer-Empresa Brasileira de Aeronautica$11,453,138$4,536,808 ▲65.6%201,2500.1%AerospaceMUFGMitsubishi UFJ Financial Group$11,113,557$4,673,759 ▲72.6%810,0260.1%FinanceNVDANVIDIA$11,074,942$5,941,214 ▲115.7%70,0990.1%Computer and TechnologyNVSNovartis$10,937,489$4,710,314 ▲75.6%90,3850.1%MedicalGRUPO CIBEST SA$9,987,109$9,987,109 ▲New Holding216,2180.1%SPON ADSCCJCameco$9,585,320$4,207,728 ▲78.2%129,1300.1%Basic MaterialsPMPhilip Morris International$9,537,602$4,588,765 ▲92.7%52,3670.1%Consumer StaplesBCSBarclays$9,405,369$563,983 ▼-5.7%505,9370.1%FinanceIBNICICI Bank$9,289,787$6,858,389 ▲282.1%276,1530.1%FinanceRELXRelx$9,242,528$1,133,478 ▲14.0%170,0870.1%Computer and TechnologyLLYEli Lilly and Company$9,058,919$860,601 ▲10.5%11,6210.1%MedicalSMFGSumitomo Mitsui Financial Group$9,029,358$4,922,339 ▲119.9%597,5750.1%FinanceBBVABanco Bilbao Viscaya Argentaria$7,768,305$2,139,504 ▲38.0%505,4200.1%FinanceSONYSony$7,714,095$4,426,115 ▲134.6%296,3540.1%Consumer DiscretionarySLViShares Silver Trust$7,657,493$4,671,980 ▲156.5%233,3890.1%ETFAMZNAmazon.com$7,346,932$4,268,890 ▲138.7%33,4880.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$6,972,070$3,887,473 ▼-35.8%15,8220.1%FinanceDGXQuest Diagnostics$6,609,448$165,798 ▼-2.4%36,7950.1%MedicalWPMWheaton Precious Metals$6,276,481$1,292,402 ▼-17.1%69,8940.0%Basic MaterialsMELIMercadoLibre$6,236,121$2,268,631 ▲57.2%2,3860.0%Retail/WholesaleENBEnbridge$6,077,185$849,206 ▼-12.3%134,0950.0%EnergyXLFFinancial Select Sector SPDR Fund$6,071,209$300,395 ▲5.2%115,9290.0%ETFBABAAlibaba Group$6,062,332$3,506,637 ▲137.2%53,4550.0%Retail/WholesaleSYKStryker$6,045,578$22,946 ▼-0.4%15,2810.0%MedicalASMLASML$5,999,206$2,590,093 ▲76.0%7,4860.0%Computer and TechnologyAZNAstraZeneca$5,891,862$1,621,216 ▲38.0%84,3140.0%MedicalSESEA$5,875,076$5,875,076 ▲New Holding36,7330.0%Computer and TechnologyCNQCanadian Natural Resources$5,799,109$1,052,088 ▲22.2%184,6850.0%EnergyRACEFerrari$5,626,825$1,521,294 ▲37.1%11,4660.0%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$5,589,289$2,229,744 ▲66.4%62,5270.0%FinancePCARPACCAR$5,433,084$72,246 ▲1.3%57,1540.0%Auto/Tires/TrucksCPNGCoupang$4,945,707$85,296 ▲1.8%165,0770.0%Retail/WholesaleGOOGLAlphabet$4,736,922$2,507,067 ▲112.4%26,8790.0%Computer and TechnologyTMETencent Music Entertainment Group$4,682,628$4,682,628 ▲New Holding240,2580.0%Consumer DiscretionaryNFLXNetflix$4,555,720$2,240,364 ▲96.8%3,4020.0%Consumer DiscretionarySCCOSouthern Copper$4,469,117$1,256,338 ▲39.1%44,1740.0%Basic MaterialsAVGOBroadcom$4,457,536$2,880,818 ▲182.7%16,1710.0%Computer and TechnologyULUnilever$4,140,842$4,140,842 ▲New Holding67,6940.0%Consumer StaplesGLDSPDR Gold Shares$3,372,334$3,731,729 ▼-52.5%11,0630.0%FinanceDBDeutsche Bank Aktiengesellschaft$3,363,921$3,363,921 ▲New Holding114,8880.0%FinanceXLIIndustrial Select Sector SPDR Fund$3,352,392$3,352,392 ▲New Holding22,7250.0%ETFVODVodafone Group$3,345,780$227,953 ▲7.3%313,8630.0%Computer and TechnologyBCHBanco De Chile$3,332,906$3,332,906 ▲New Holding109,5630.0%FinancePBRPetroleo Brasileiro S.A.- Petrobras$3,201,935$677,742 ▼-17.5%255,9500.0%EnergySANBanco Santander$3,153,054$9,296 ▲0.3%379,8860.0%FinanceNVONovo Nordisk A/S$3,125,640$3,125,640 ▲New Holding45,2860.0%MedicalXOMExxon Mobil$3,052,141$76,754 ▼-2.5%28,3130.0%EnergyKEPKorea Electric Power$2,896,815$2,896,815 ▲New Holding203,4280.0%UtilitiesPROSHARES TR$2,648,680$230,342 ▼-8.0%66,7510.0%SHORT S&P 500 NEAMDAdvanced Micro Devices$2,340,073$1,821,287 ▲351.1%16,4910.0%Computer and TechnologyTTETotalEnergies$2,321,095$638,456 ▲37.9%37,8090.0%EnergyOMABGrupo Aeroportuario del Centro Norte$2,310,661$2,310,661 ▲New Holding21,9020.0%TransportationQQQInvesco QQQ$2,211,525$2,798,470 ▼-55.9%4,0090.0%FinancePACGrupo Aeroportuario Del Pacifico$2,209,863$2,209,863 ▲New Holding9,6240.0%TransportationWMTWalmart$2,187,115$2,038,589 ▼-48.2%22,3680.0%Retail/WholesaleTRVTravelers Companies$2,140,3200.0%8,0000.0%FinanceTSLATesla$2,100,050$582,588 ▲38.4%6,6110.0%Auto/Tires/TrucksUNHUnitedHealth Group$2,084,159$284,372,437 ▼-99.3%6,6810.0%MedicalBRK.BBerkshire Hathaway$1,865,3570.0%3,8400.0%FinanceNUNU$1,700,841$996,580 ▼-36.9%123,9680.0%FinanceCORCencora$1,680,659$870,165 ▲107.4%5,6050.0%MedicalCSCOCisco Systems$1,674,202$351,894 ▲26.6%24,1310.0%Computer and TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$1,620,267$14,467 ▲0.9%38,0790.0%ETFMCKMcKesson$1,611,383$851,490 ▲112.1%2,1990.0%MedicalTMUST-Mobile US$1,567,989$974,483 ▲164.2%6,5810.0%Computer and TechnologyIRSA INVERSIONES Y REP S A$1,556,469$599,533 ▲62.7%111,7350.0%SPON GDS ECH 10GGALGrupo Financiero Galicia$1,549,241$377,774 ▲32.2%30,7450.0%FinanceSPOTSpotify Technology$1,537,749$1,028,235 ▲201.8%2,0040.0%Computer and TechnologyBMAMacro Bank$1,530,718$883,242 ▼-36.6%21,8020.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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