Notify me when Capital Wealth Planning, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 155 | $15,447,333,735 | +$2,279,813,105 | -$1,413,791,408 | +$866,021,697 | GS, AXP, AAPL, JPM, RTX | 13F-HR | 11 Feb 2026, 16:36 |
| Q3 2025 | 152 | $14,187,288,061 | +$1,347,754,102 | -$649,220,316 | +$698,533,786 | AAPL, GS, CAT, JPM, MSFT | 13F-HR | 13 Nov 2025, 16:07 |
| Q2 2025 | 140 | $12,681,453,689 | +$1,539,408,595 | -$1,023,443,971 | +$515,964,624 | META, GS, JPM, IBM, MSFT | 13F-HR | 07 Aug 2025, 13:21 |
| Q1 2025 | 141 | $11,534,101,975 | +$1,737,001,688 | -$1,268,254,369 | +$468,747,319 | V, GS, JPM, CME, HD | 13F-HR | 12 May 2025, 10:48 |
| Q4 2024 | 132 | $10,812,897,764 | +$1,430,012,300 | -$1,285,667,720 | +$144,344,580 | V, GS, MSFT, JPM, HON | 13F-HR | 05 Feb 2025, 15:35 |
| Q3 2024 | 144 | $10,718,385,110 | +$1,412,059,959 | -$803,439,728 | +$608,620,231 | UNH, AAPL, HD, CAT, GS | 13F-HR | 12 Nov 2024, 09:36 |
| Q2 2024 | 128 | $9,440,227,301 | +$1,549,660,138 | -$1,424,993,740 | +$124,666,398 | MSFT, BIL, UNH, GS, JPM | 13F-HR | 09 Aug 2024, 10:30 |
| Q1 2024 | 137 | $9,353,576,929 | +$1,554,201,763 | -$1,299,829,921 | +$254,371,842 | MSFT, HD, GS, V, WMT | 13F-HR | 07 May 2024, 10:10 |
| Q4 2023 | 137 | $8,734,536,846 | +$1,654,127,135 | -$1,580,602,631 | +$73,524,504 | MSFT, V, UNH, JPM, GS | 13F-HR | 08 Feb 2024, 09:52 |
| Q3 2023 | 136 | $8,133,857,832 | +$1,217,875,162 | -$920,428,816 | +$297,446,346 | BIL, UNH, CVX, V, MSFT | 13F-HR | 06 Nov 2023, 16:19 |
| Q2 2023 | 131 | $8,103,492,357 | +$2,486,729,917 | -$344,140,184 | +$2,142,589,733 | V, MSFT, JPM, MCD, PG | 13F-HR | 04 Aug 2023, 16:03 |
| Q1 2023 | 150 | $5,795,902,694 | +$1,044,799,853 | -$1,975,496,641 | -$930,696,788 | PG, JPM, CVX, JNJ, MSFT | 13F-HR | 04 May 2023, 15:51 |
| Q4 2022 | 104 | $6,838,397,450 | +$1,462,358,620 | -$880,483,450 | +$581,875,170 | UNH, CVX, MRK, PG, HD | 13F-HR | 03 Feb 2023, 13:45 |
| Q3 2022 | 87 | $5,482,011,000 | +$1,077,329,984 | -$457,739,304 | +$619,590,680 | UNH, CVX, JNJ, HD, MCD | 13F-HR | 09 Nov 2022, 12:49 |
| Q2 2022 | 77 | $5,106,180,000 | +$1,377,759,284 | -$627,977,609 | +$749,781,675 | UNH, MCD, JNJ, PG, V | 13F-HR | 08 Aug 2022, 12:13 |
| Q1 2022 | 90 | $4,949,511,000 | +$1,330,833,036 | -$829,448,518 | +$501,384,518 | UNH, AAPL, CVX, MSFT, MCD | 13F-HR | 11 May 2022, 14:23 |
| Q4 2021 | 102 | $4,504,788,000 | +$919,233,838 | -$427,612,678 | +$491,621,160 | UNH, AAPL, MSFT, HD, MCD | 13F-HR | 04 Feb 2022, 14:05 |
| Q3 2021 | 109 | $3,636,457,000 | +$524,471,690 | -$365,013,959 | +$159,457,731 | MSFT, UNH, AAPL, MCD, CVX | 13F-HR | 03 Nov 2021, 15:11 |
| Q2 2021 | 120 | $3,538,805,000 | +$596,149,280 | -$288,335,549 | +$307,813,731 | UNH, MSFT, AAPL, NKE, CVX | 13F-HR | 03 Aug 2021, 10:19 |
| Q1 2021 | 127 | $3,062,182,000 | +$806,636,154 | -$479,975,743 | +$326,660,411 | UNH, CVX, HD, GS, MCD | 13F-HR | 19 Apr 2021, 16:35 |
| Q4 2020 | 108 | $2,594,059,000 | +$547,430,150 | -$177,462,580 | +$369,967,570 | GS, CAT, AAPL, UNH, CVX | 13F-HR | 25 Jan 2021, 14:39 |
| Q3 2020 | 98 | $2,019,398,000 | +$377,409,430 | -$159,172,600 | +$218,236,830 | NKE, MCD, UNH, MSFT, CAT | 13F-HR | 09 Nov 2020, 17:57 |
| Q2 2020 | 99 | $1,738,017,000 | +$415,800,756 | -$485,088,038 | -$69,287,282 | MSFT, UNH, AAPL, V, NKE | 13F-HR | 14 Aug 2020, 10:25 |
| Q1 2020 | 233 | $1,574,015,000 | +$417,198,406 | -$166,538,386 | +$250,660,020 | HD, AAPL, UNH, V, PEP | 13F-HR | 30 Apr 2020, 16:25 |
| Q4 2019 | 185 | $1,674,123,000 | +$329,352,613 | -$303,955,744 | +$25,396,869 | HD, V, DIS, WMT, JPM | 13F-HR | 26 Feb 2020, 10:27 |
| Q3 2019 | 257 | $1,573,332,000 | +$359,276,515 | -$198,608,424 | +$160,668,091 | JPM, HD, AAPL, MCD, WMT | 13F-HR | 12 Nov 2019, 14:58 |
| Q2 2019 | 255 | $1,378,647,000 | +$1,249,894,232 | -$5,304,059 | +$1,244,590,173 | MCD, JPM, HD, DIS, WMT | 13F-HR | 02 Aug 2019, 12:44 |
| Q1 2019 | 112 | $151,296,000 | +$15,357,156 | -$32,445,648 | -$17,088,492 | FAST, SPY, UPS, CVX, WMT | 13F-HR | 14 May 2019, 10:13 |
| Q4 2018 | 89 | $148,285,000 | +$29,897,161 | -$12,880,160 | +$17,017,001 | FAST, SPY, UPS, UNH, WMT | 13F-HR | 12 Feb 2019, 17:54 |
| Q3 2018 | 100 | $146,182,000 | +$16,634,889 | -$27,322,401 | -$10,687,512 | FAST, SPY, UPS, MSFT, CVX | 13F-HR | 13 Nov 2018, 16:12 |
| Q2 2018 | 84 | $143,363,000 | +$27,065,864 | -$24,361,998 | +$2,703,866 | FAST, SPY, UPS, CVX, XOM | 13F-HR | 13 Aug 2018, 12:37 |
| Q1 2018 | 228 | $142,784,000 | +$117,110,691 | -$42,187,430 | +$74,923,261 | FAST, UPS, SPY, XOM, GS | 13F-HR | 15 May 2018, 13:10 |
| Q4 2017 | 105 | $71,474,000 | +$2,570,446 | -$58,740,087 | -$56,169,641 | Fastenal Company, UPS, XOM, AFL, SBAC | 13F-HR | 14 Feb 2018, 18:09 |
| Q3 2017 | 152 | $119,864,000 | +$35,066,640 | -$571,695,448 | -$536,628,808 | Fastenal Company, UPS, SPY, XOM, AFL | 13F-HR | 15 Nov 2017, 13:54 |
| Q2 2017 | 117 | $624,069,000 | +$523,447,888 | -$8,513,749 | +$514,934,139 | FAST, SPY, UNH, MMM, HD | 13F-HR | 10 Aug 2017, 12:15 |
| Q1 2017 | 92 | $114,142,000 | +$9,937,672 | -$11,952,939 | -$2,015,267 | FAST, SPY, UPS, XOM, IBM | 13F-HR | 10 May 2017, 12:29 |
| Q4 2016 | 104 | $111,881,000 | +$10,809,602 | -$35,277,155 | -$24,467,553 | FAST, SPY, UPS, XOM, WFC | 13F-HR | 15 Feb 2017, 13:29 |
| Q3 2016 | 75 | $128,677,000 | +$18,959,584 | -$19,281,859 | -$322,275 | FAST, UPS, SPY, XOM, V | 13F-HR | 15 Nov 2016, 10:52 |
| Q2 2016 | 78 | $131,661,000 | +$14,116,257 | -$20,988,473 | -$6,872,216 | FAST, SPY, XOM, UPS, UNH | 13F-HR | 12 Aug 2016, 12:02 |
| Q1 2016 | 78 | $138,214,000 | +$47,198,532 | -$18,996,118 | +$28,202,414 | FAST, SPY, XOM, UPS, MSFT | 13F-HR | 11 May 2016, 17:45 |
| Q4 2015 | 83 | $107,721,000 | +$12,619,479 | -$34,218,333 | -$21,598,854 | SPY, XOM, UPS, MSFT, FHI | 13F-HR | 12 Feb 2016, 11:37 |
| Q3 2015 | 89 | $124,313,000 | +$8,872,181 | -$37,159,692 | -$28,287,511 | XOM, UPS, SPY, WFC, FHI | 13F-HR | 13 Nov 2015, 12:04 |
| Q2 2015 | 107 | $162,700,000 | +$11,918,511 | -$38,553,263 | -$26,634,752 | XOM, WFC, SPY, UPS, FHI | 13F-HR | 13 Aug 2015, 16:14 |
| Q1 2015 | 110 | $190,044,000 | +$17,510,405 | -$22,847,997 | -$5,337,592 | XOM, WFC, ET, SPY, UPS | 13F-HR | 13 May 2015, 15:21 |
| Q4 2014 | 112 | $198,165,000 | +$14,396,712 | -$64,408,594 | -$50,011,882 | XOM, WFC, ET, UPS, SPY | Restatement | 13 Feb 2015, 17:24 |
| Q3 2014 | 120 | $243,704,000 | +$11,783,479 | -$33,002,276 | -$21,218,797 | XOM, WFC, ET, SPY, UPS | 13F-HR | 14 Nov 2014, 18:18 |
| Q2 2014 | 126 | $267,526,000 | +$49,494,002 | -$12,766,769 | +$36,727,233 | XOM, WFC, ET, UPS, SPY | 13F-HR | 20 Aug 2014, 11:43 |
| Q1 2014 | 121 | $232,256,000 | +$166,322,444 | -$25,799,891 | +$140,522,553 | XOM, WFC, SPY, UPS, UNP | 13F-HR | 16 May 2014, 13:13 |
| Q4 2013 | 50 | $70,483,000 | $0 | $0 | $0 | UPS, WFC, MFRM, XOM, DE | 13F-HR | 07 Feb 2014, 17:47 |