Capital Wealth Planning, LLC 13F Holdings
CIK 0001566728 · NAPLES, FL
As of Sep 30, 2025, Capital Wealth Planning, LLC reported 152 positions worth
CIK 0001566728 · NAPLES, FL
As of Sep 30, 2025, Capital Wealth Planning, LLC reported 152 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3,216,757 | $819.1M | 5.77% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 987,583 | $786.5M | 5.54% |
| CATERPILLAR INC | CAT | Industrials | 1,619,186 | $772.6M | 5.45% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,371,694 | $748.1M | 5.27% |
| MICROSOFT CORP | MSFT | Technology | 1,434,490 | $743.0M | 5.24% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 2,169,242 | $720.5M | 5.08% |
| VISA INC-CLASS A SHARES | V | Financial Services | 2,025,582 | $691.5M | 4.87% |
| CME GROUP INC | CME | Financial Services | 2,532,506 | $684.3M | 4.82% |
| RTX CORP | RTX | Equity | 4,034,014 | $675.0M | 4.76% |
| HOME DEPOT INC | HD | Consumer Cyclical | 1,649,448 | $668.3M | 4.71% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 2,177,561 | $614.4M | 4.33% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 4,119,698 | $595.5M | 4.20% |
| META PLATFORMS INC | META | Communication Services | 766,109 | $562.6M | 3.97% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1,762,285 | $535.5M | 3.77% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 2,124,847 | $447.3M | 3.15% |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 2,521,355 | $425.0M | 3.00% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 4,594,158 | $421.5M | 2.97% |
| CHEVRON CORP | CHV | Energy | 2,574,346 | $399.8M | 2.82% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2,535,902 | $389.6M | 2.75% |
| DUKE ENERGY CORP | DUK | Utilities | 2,443,886 | $302.4M | 2.13% |
| VERIZON COMMUNICATIONS INC | BAC | Communication Services | 6,162,003 | $270.8M | 1.91% |
| MERCK & CO INC | MRK | Healthcare | 3,191,442 | $267.9M | 1.89% |
| AMGEN INC | AMGN | Healthcare | 825,780 | $233.0M | 1.64% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 463,633 | $215.0M | 1.52% |
| AMPLIFY ETF TR | SOFR | — | 1,924,542 | 92.8M | 1.36% |