Capital Wealth Planning, LLC Top Holdings and 13F Report (2025)

About Capital Wealth Planning, LLC

Investment Activity

Capital Wealth Planning, LLC has $11.53 billion in total holdings as of March 31, 2025.
Capital Wealth Planning, LLC owns shares of 141 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 15.11% of the portfolio was purchased this quarter.
About 10.97% of the portfolio was sold this quarter.
This quarter, Capital Wealth Planning, LLC has purchased 130 new stocks and bought additional shares in 70 stocks.
Capital Wealth Planning, LLC sold shares of 34 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Visa: $643,853,804
The Goldman Sachs Group: $605,429,480
JPMorgan Chase & Co.: $602,802,069
CME Group: $584,563,282
Home Depot: $554,048,345

Largest New Holdings this Quarter

79466L302 - Salesforce: $345,917,382 Holding
H5919C104 - ON: $4,719,160 Holding
46090E103 - Invesco QQQ: $4,258,731 Holding
835699307 - Sony Group: $3,207,138 Holding
464287465 - iShares MSCI EAFE ETF: $3,071,659 Holding

Largest Purchases this Quarter

Apple: 1,566,954 shares (about $348.00M)
Salesforce: 1,289,005 shares (about $345.92M)
Agnico Eagle Mines: 2,225,668 shares (about $241.28M)
McDonald's: 436,435 shares (about $136.33M)
RTX: 901,134 shares (about $119.36M)

Largest Sales this Quarter

Freeport-McMoRan: 7,481,797 shares (about $283.26M)
Amgen: 628,274 shares (about $195.74M)
Marathon Petroleum: 1,268,632 shares (about $184.82M)
Merck & Co., Inc.: 2,056,814 shares (about $184.64M)
UnitedHealth Group: 207,383 shares (about $108.62M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
V Visa	$643,853,804	$52,965,012 ▼	-7.6%	1,837,168	5.6%	Business Services
GS The Goldman Sachs Group	$605,429,480	$12,116,707 ▲	2.0%	1,108,257	5.2%	Finance
JPM JPMorgan Chase & Co.	$602,802,069	$14,048,083 ▲	2.4%	2,457,408	5.2%	Finance
CME CME Group	$584,563,282	$61,636,147 ▼	-9.5%	2,203,488	5.1%	Finance
HD Home Depot	$554,048,345	$24,848,394 ▲	4.7%	1,511,769	4.8%	Retail/Wholesale
CAT Caterpillar	$538,389,587	$33,397,196 ▲	6.6%	1,632,473	4.7%	Industrials
MSFT Microsoft	$537,762,552	$24,400,344 ▲	4.8%	1,432,544	4.7%	Computer and Technology
IBM International Business Machines	$526,566,301	$11,120,819 ▲	2.2%	2,117,616	4.6%	Computer and Technology
AXP American Express	$524,369,138	$116,040,481 ▲	28.4%	1,948,965	4.5%	Finance
HON Honeywell International	$501,525,701	$33,420,718 ▼	-6.2%	2,368,480	4.3%	Multi-Sector Conglomerates
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$497,089,323	$29,231,046 ▲	6.2%	5,419,049	4.3%	ETF
UNH UnitedHealth Group	$480,942,675	$108,616,803 ▼	-18.4%	918,268	4.2%	Medical
PG Procter & Gamble	$470,705,495	$29,541,285 ▲	6.7%	2,762,032	4.1%	Consumer Staples
TJX TJX Companies	$466,065,638	$20,491,389 ▲	4.6%	3,826,483	4.0%	Retail/Wholesale
META Meta Platforms	$438,283,705	$102,387,464 ▲	30.5%	760,434	3.8%	Computer and Technology
CVX Chevron	$378,263,314	$11,918,410 ▲	3.3%	2,261,123	3.3%	Energy
MCD McDonald's	$377,804,883	$136,329,175 ▲	56.5%	1,209,479	3.3%	Retail/Wholesale
RTX RTX	$366,999,501	$119,364,166 ▲	48.2%	2,770,645	3.2%	Aerospace
AAPL Apple	$361,183,305	$348,003,213 ▲	2,640.4%	1,626,300	3.1%	Computer and Technology
CRM Salesforce	$345,917,382	$345,917,382 ▲	New Holding	1,289,005	3.0%	Computer and Technology
AMGN Amgen	$338,293,924	$195,738,677 ▼	-36.7%	1,085,842	2.9%	Medical
DUK Duke Energy	$264,575,098	$12,665,119 ▲	5.0%	2,169,182	2.3%	Utilities
VZ Verizon Communications	$262,771,599	$84,190,332 ▼	-24.3%	5,793,025	2.3%	Computer and Technology
AEM Agnico Eagle Mines	$247,686,867	$241,284,713 ▲	3,768.8%	2,284,723	2.1%	Basic Materials
AMPLIFY ETF TR	$204,544,472	$13,710,967 ▲	7.2%	2,041,362	1.8%	SAMSUNG SOFR ETF
FAST Fastenal	$91,348,316	$2,171 ▲	0.0%	1,177,928	0.8%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$29,764,666	$445,835 ▲	1.5%	53,209	0.3%	Finance
RJF Raymond James	$13,093,657		0.0%	94,260	0.1%	Finance
DIA SPDR Dow Jones Industrial Average ETF Trust	$10,347,727	$31,130,938 ▼	-75.1%	24,644	0.1%	Finance
LLY Eli Lilly and Company	$8,686,096	$334,494 ▲	4.0%	10,517	0.1%	Medical
BCS Barclays	$8,237,184	$2,067,057 ▲	33.5%	536,275	0.1%	Finance
SAP SAP	$7,581,014	$1,895,723 ▲	33.3%	28,241	0.1%	Computer and Technology
RELX Relx	$7,522,583	$1,886,443 ▲	33.5%	149,228	0.1%	Computer and Technology
ENB Enbridge	$6,772,030	$2,154,972 ▲	46.7%	152,833	0.1%	Energy
GLD SPDR Gold Shares	$6,715,103	$2,852,298 ▲	73.8%	23,305	0.1%	Finance
WPM Wheaton Precious Metals	$6,531,301	$5,513,706 ▲	541.8%	84,286	0.1%	Basic Materials
MUFG Mitsubishi UFJ Financial Group	$6,397,554	$2,044,636 ▲	47.0%	469,373	0.1%	Finance
DGX Quest Diagnostics	$6,381,850	$172,583 ▼	-2.6%	37,718	0.1%	Medical
TSM Taiwan Semiconductor Manufacturing	$6,249,900	$3,042,116 ▲	94.8%	37,650	0.1%	Computer and Technology
NVS Novartis	$5,736,761	$1,434,748 ▲	33.4%	51,460	0.0%	Medical
SYK Stryker	$5,709,901	$13,773 ▼	-0.2%	15,339	0.0%	Medical
ERJ Embraer	$5,614,732	$1,409,932 ▲	33.5%	121,531	0.0%	Aerospace
CIB Bancolombia	$5,510,938	$1,617,568 ▲	41.5%	137,088	0.0%	Finance
PCAR PACCAR	$5,491,109	$19,571 ▲	0.4%	56,394	0.0%	Auto/Tires/Trucks
XLF Financial Select Sector SPDR Fund	$5,488,713	$2,354,618 ▲	75.1%	110,193	0.0%	ETF
BBVA Banco Bilbao Vizcaya Argentaria	$4,987,916	$864,271 ▲	21.0%	366,220	0.0%	Finance
ONON ON	$4,719,160	$4,719,160 ▲	New Holding	107,449	0.0%	Retail/Wholesale
CNQ Canadian Natural Resources	$4,656,313	$368,861 ▲	8.6%	151,179	0.0%	Energy
FLUTTER ENTMT PLC	$4,533,135	$1,617,094 ▲	55.5%	20,461	0.0%	SHS
AZN AstraZeneca	$4,491,879	$1,125,432 ▲	33.4%	61,114	0.0%	Medical
PBR Petróleo Brasileiro S.A. - Petrobras	$4,447,207	$467,857 ▼	-9.5%	310,126	0.0%	Energy
YMM Full Truck Alliance	$4,383,162	$2,736,662 ▲	166.2%	343,239	0.0%	Business Services
PM Philip Morris International	$4,313,012	$293,333 ▲	7.3%	27,172	0.0%	Consumer Staples
CRH PLC	$4,309,738	$1,079,920 ▲	33.4%	48,991	0.0%	ORD
QQQ Invesco QQQ	$4,258,731	$4,258,731 ▲	New Holding	9,082	0.0%	Finance
SMFG Sumitomo Mitsui Financial Group	$4,202,152	$1,829,475 ▲	77.1%	271,808	0.0%	Finance
WMT Walmart	$3,794,046	$1,691,374 ▼	-30.8%	43,217	0.0%	Retail/Wholesale
RACE Ferrari	$3,579,644	$316,631 ▼	-8.1%	8,366	0.0%	Auto/Tires/Trucks
CPNG Coupang	$3,557,704	$817,638 ▲	29.8%	162,230	0.0%	Retail/Wholesale
NVDA NVIDIA	$3,521,700	$1,785,561 ▲	102.8%	32,494	0.0%	Computer and Technology
XOM Exxon Mobil	$3,451,943	$2,699,354 ▲	358.7%	29,025	0.0%	Energy
PROSHARES TR	$3,233,095	$1,383,811 ▼	-30.0%	72,556	0.0%	SHORT S&P 500 NE
SONY Sony Group	$3,207,138	$3,207,138 ▲	New Holding	126,315	0.0%	Consumer Staples
EFA iShares MSCI EAFE ETF	$3,071,659	$3,071,659 ▲	New Holding	37,583	0.0%	Finance
CCJ Cameco	$2,981,836	$1,622,115 ▼	-35.2%	72,445	0.0%	Basic Materials
BABA Alibaba Group	$2,979,803	$4,038,436 ▼	-57.5%	22,535	0.0%	Retail/Wholesale
SCCO Southern Copper	$2,967,916	$1,140,679 ▼	-27.8%	31,756	0.0%	Basic Materials
MELI MercadoLibre	$2,961,421	$2,961,421 ▲	New Holding	1,518	0.0%	Retail/Wholesale
SLV iShares Silver Trust	$2,819,904	$2,819,904 ▲	New Holding	90,994	0.0%	ETF
ASML ASML	$2,818,828	$1,407,426 ▲	99.7%	4,254	0.0%	Computer and Technology
VOD Vodafone Group Public	$2,740,528	$712,916 ▲	35.2%	292,479	0.0%	Computer and Technology
AMZN Amazon.com	$2,669,348	$772,836 ▲	40.8%	14,030	0.0%	Retail/Wholesale
BMA Banco Macro	$2,596,185	$1,042,038 ▲	67.0%	34,382	0.0%	Finance
SAN Banco Santander	$2,537,732	$296,147 ▼	-10.5%	378,766	0.0%	Finance
QFIN Qifu Technology	$2,449,122	$2,449,122 ▲	New Holding	54,534	0.0%	Business Services
TEAM Atlassian	$2,318,819	$2,318,819 ▲	New Holding	10,927	0.0%	Computer and Technology
IBN ICICI Bank	$2,278,171	$2,310,605 ▼	-50.4%	72,277	0.0%	Finance
TRV Travelers Companies	$2,115,680	$2,115,680 ▲	New Holding	8,000	0.0%	Finance
BRK.B Berkshire Hathaway	$2,045,107	$19,705 ▼	-1.0%	3,840	0.0%	Finance
NU NU	$2,013,235	$143,176 ▲	7.7%	196,605	0.0%	Finance
GOOGL Alphabet	$1,956,660	$838,767 ▲	75.0%	12,653	0.0%	Computer and Technology
FUTU Futu	$1,955,806	$586,261 ▲	42.8%	19,109	0.0%	Business Services
TLT iShares 20+ Year Treasury Bond ETF	$1,858,377	$1,858,377 ▲	New Holding	20,415	0.0%	ETF
RIO Rio Tinto Group	$1,839,469	$459,972 ▲	33.3%	30,617	0.0%	Basic Materials
TTE TotalEnergies	$1,773,088	$578,717 ▼	-24.6%	27,409	0.0%	Energy
YYY Amplify High Income ETF	$1,758,230	$1,758,230 ▲	New Holding	154,096	0.0%	ETF
IHG InterContinental Hotels Group	$1,685,275	$225,975 ▼	-11.8%	15,378	0.0%	Consumer Discretionary
YPF YPF Sociedad Anónima	$1,673,055	$418,588 ▲	33.4%	47,747	0.0%	Energy
NFLX Netflix	$1,612,344	$985,684 ▲	157.3%	1,729	0.0%	Consumer Discretionary
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$1,538,635	$4,362 ▼	-0.3%	37,739	0.0%	ETF
SHOP Shopify	$1,436,115	$1,436,115 ▲	New Holding	15,041	0.0%	Computer and Technology
ABBV AbbVie	$1,384,718	$26,400 ▼	-1.9%	6,609	0.0%	Medical
QYLD Global X Nasdaq 100 Covered Call ETF	$1,342,249	$1,342,249 ▲	New Holding	80,712	0.0%	Manufacturing
GGAL Grupo Financiero Galicia	$1,266,319	$789,162 ▲	165.4%	23,248	0.0%	Finance
TSLA Tesla	$1,238,007	$477,632 ▲	62.8%	4,777	0.0%	Auto/Tires/Trucks
UNP Union Pacific	$1,221,578	$2,407,248 ▼	-66.3%	5,171	0.0%	Transportation
CSCO Cisco Systems	$1,176,124	$482,508 ▼	-29.1%	19,059	0.0%	Computer and Technology
FCX Freeport-McMoRan	$1,112,273	$283,256,775 ▼	-99.6%	29,379	0.0%	Basic Materials
RF Regions Financial	$1,075,396	$1,075,396 ▲	New Holding	49,489	0.0%	Finance
AVGO Broadcom	$957,700	$383,415 ▲	66.8%	5,720	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Capital Wealth Planning, LLC Top Holdings and 13F Report (2025)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Capital Wealth Planning, LLC Top Holdings and 13F Report (2025)

About Capital Wealth Planning, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCapital Wealth Planning, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools