Capital Wealth Planning, LLC

Q1 2025 13F Holdings

  • Location
    naples, FL
  • Num holdings

    142

  • Value ($000)

    $11,534,102

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001566728
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
V

VISA INC

COM CL A
92826C839
$643.85M
6 %

1,837,168

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$605.43M
5 %

1,108,257

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$602.80M
5 %

2,457,408

CME
CME

CME GROUP INC

COM
12572Q105
$584.56M
5 %

2,203,488

HD
HD

HOME DEPOT INC

COM
437076102
$554.05M
5 %

1,511,769

CAT
CAT

CATERPILLAR INC

COM
149123101
$538.39M
5 %

1,632,473

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$537.76M
5 %

1,432,544

IBM
IBM

INTERNATIONAL BUSINESS MACHS

COM
459200101
$526.57M
5 %

2,117,616

AXP
AXP

AMERICAN EXPRESS CO

COM
025816109
$524.37M
5 %

1,948,965

HON
HON

HONEYWELL INTL INC

COM
438516106
$501.53M
4 %

2,368,480

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