CAPITAL WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationw. warwick, RI
- Num holdings
40
- Value ($000)
$241,027
- Date Filed04/18/2025
- Form type13F-HR
- CIK0001730456
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPSB SPDR SER TR | PORTFOLIO SHORT | 78464A474 | $27.18M | 11 % | 902,952 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $24.27M | 10 % | 65,448 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $23.76M | 10 % | 137,550 | ||
NANR SPDR INDEX SHS FDS | S&P NORTH AMER | 78463X152 | $18.04M | 8 % | 324,904 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $16.69M | 7 % | 424,050 | ||
FBND FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $16.06M | 7 % | 351,821 | ||
FNDF SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | $14.38M | 6 % | 397,916 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $12.90M | 5 % | 69,271 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $11.78M | 5 % | 271,416 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $11.53M | 5 % | 161,446 |
Rows Per Page
10
- 10
- 50
- 100