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Home > Institutional Investor > Capital Wealth Planning, Llc > Profile

Instuitional Investor - Capital Wealth Planning, Llc

Fund Profile
Filing Period:
Fund Name: Capital Wealth Planning, Llc
Portfolio Value $20,021,627,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 1,197,856 $1,275,597,304 6.37%
2.
Apple Inc.
 AAPL 3,575,732 $1,034,673,850 5.17%
3.
Goldman Sachs Group Inc
 GS 1,013,622 $1,025,147,275 5.12%
4.
Microsoft Corp
 MSFT 2,596,309 $968,475,157 4.84%
5.
Jpmorgan Chase & Co
 JPM 2,882,314 $943,467,692 4.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.