Sponsored

The Analysis of Capital Wealth Planning, LLC's Holdings & P&L

Currently, Capital Wealth Planning, LLC holds 151 types of securities in its portfolio with a total value $18.1B. In the most recent quarter, they have increased their positions in FDX (+1.1M shares, valued at $380.6M), MSFT (+858.4K shares, valued at $317.8M), N/A (+3.5M shares, valued at $305.2M); decreased their positions in META (-753.1K shares, valued at $430.9M), PG (-1.0M shares, valued at $150.7M), CME (-420.8K shares, valued at $124.3M); initiated new positions in FDX (+1.1M shares, valued at $380.6M), N/A (+3.5M shares, valued at $305.2M), NSC (+898.4K shares, valued at $257.8M).

1M P&L

+271.1M+1.62%

3M P&L

-176.6M-1.03%

HY P&L

+707.7M+4.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Credit Services1.5B

9.3%

2Banks - Diversified985.2M

6.1%

3Software - Infrastructure946.4M

5.8%

Top Industries by Stock Count

1N/A14 stocks

10.9%

2Banks - Diversified7 stocks

5.4%

3Semiconductors6 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP2.5M shares52.05%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC1.1M shares14.05%2026-03-312026-05-15

AAPL APPLE INC3.6M shares20.99%2026-03-312026-05-15

RTX RTX CORPORATION4.6M shares7.40%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.9M shares16.99%2026-03-312026-05-15

CAT CATERPILLAR INC1.2M shares-9.40%2026-03-312026-05-15

CVX CHEVRON CORPORATION3.9M shares40.86%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.6M shares22.17%2026-03-312026-05-15

Sponsored

TJX TJX COS INC NEW4.7M shares14.01%2026-03-312026-05-15

HD HOME DEPOT INC2.2M shares18.08%2026-03-312026-05-15

V VISA INC2.3M shares7.95%2026-03-312026-05-15

CME CME GROUP INC2.3M shares-15.53%2026-03-312026-05-15

MCD MCDONALDS CORP2.1M shares14.15%2026-03-312026-05-15

AMGN AMGEN INC1.9M shares28.02%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS2.6M shares8.42%2026-03-312026-05-15

WMT WALMART INC5.2M shares29.10%2026-03-312026-05-15

Sponsored

MERCK & CO INC MERCK & CO INC4.5M shares-9.74%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD2.5M shares30.77%2026-03-312026-05-15

MPC MARATHON PETE CORP1.6M shares9.56%2026-03-312026-05-15

FDX FEDEX CORP1.1M sharesnew addition2026-03-312026-05-15

BIL SPDR SERIES TRUST4.0M shares-17.18%2026-03-312026-05-15

KO COCA COLA CO4.8M shares13.77%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.7M shares2.32%2026-03-312026-05-15

AMPLIFY ETF TR AMPLIFY ETF TR3.3M shares15.03%2026-03-312026-05-15

Sponsored

MEDTRONIC PLC MEDTRONIC PLC3.5M sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP898.4K sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC3.8M shares-5.61%2026-03-312026-05-15

NVDA NVIDIA CORPORATION581.1K shares61.57%2026-03-312026-05-15

FAST FASTENAL CO1.7M shares-27.43%2026-03-312026-05-15

ALPHABET INC ALPHABET INC245.6K shares88.86%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR122.2K shares1482.72%2026-03-312026-05-15

AMZN AMAZON COM INC238.8K shares55.74%2026-03-312026-05-15

Sponsored

META META PLATFORMS INC80.0K shares-90.40%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC125.6K shares47.86%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T61.9K shares8.53%2026-03-312026-05-15

NTR NUTRIEN LTD502.2K sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC116.7K shares37.13%2026-03-312026-05-15

TSLA TESLA INC92.7K shares69.26%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM234.4K shares142.14%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD242.4K shares28.14%2026-03-312026-05-15

Sponsored

CCJ CAMECO CORP270.5K shares79.47%2026-03-312026-05-15

MUFG MITSUBISHI UFJ FINANCIAL GRO1.7M shares54.60%2026-03-312026-05-15

LLY ELI LILLY & CO30.8K shares141.08%2026-03-312026-05-15

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV1.0M shares211.74%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC133.6K sharesnew addition2026-03-312026-05-15

SMFG SUMITOMO MITSUI FIN GRP INC1.3M shares20.55%2026-03-312026-05-15

NFLX NETFLIX INC.249.8K shares97.62%2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC405.8K shares64.68%2026-03-312026-05-15

Sponsored

GRUPO CIBEST SA GRUPO CIBEST SA316.9K shares3.52%2026-03-312026-05-15

ENB ENBRIDGE INC411.8K shares27.65%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP167.5K shares86.87%2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP127.5K shares10.34%2026-03-312026-05-15

IMO IMPERIAL OIL LTD166.8K shares11.75%2026-03-312026-05-15

SBS COMPANHIA DE SANEAMENTO BASI713.9K shares165.79%2026-03-312026-05-15

E ENI SPA378.9K shares23.67%2026-03-312026-05-15

ASML ASML HLDG NV16.1K shares-0.63%2026-03-312026-05-15

Sponsored

VODAFONE GROUP PLC VODAFONE GROUP PLC1.4M shares35.62%2026-03-312026-05-15

BCS BARCLAYS PLC906.2K shares19.44%2026-03-312026-05-15

RYAAY RYANAIR HOLDINGS PLC331.5K shares91.55%2026-03-312026-05-15

NVS NOVARTIS AG125.4K shares-23.31%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC91.4K shares14.10%2026-03-312026-05-15

BIDU BAIDU INC164.1K shares203.60%2026-03-312026-05-15

BBVA BANCO BILBAO VIZCAYA ARGENTA838.0K shares13.04%2026-03-312026-05-15

ESLT ELBIT SYS LTD21.0K shares27.01%2026-03-312026-05-15

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV255.0K sharesnew addition2026-03-312026-05-15

FMX FOMENTO ECONOMICO MEXICANO S154.4K shares355.29%2026-03-312026-05-15

SHG SHINHAN FINANCIAL GROUP CO L276.3K sharesnew addition2026-03-312026-05-15

BMA BANCO MACRO S A218.2K shares86.63%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC49.8K shares63.61%2026-03-312026-05-15

CSCO CISCO SYS INC213.4K shares58.34%2026-03-312026-05-15

TAK TAKEDA PHARMACEUTICAL CO LTD886.8K sharesnew addition2026-03-312026-05-15

SAN BANCO SANTANDER SA1.5M shares54.61%2026-03-312026-05-15

Sponsored

COST COSTCO WHOLESALE CORPORATION16.0K shares195.71%2026-03-312026-05-15

SSL SASOL LTD1.2M sharesnew addition2026-03-312026-05-15

TEVA TEVA PHARMACEUTICAL INDS LTD525.0K sharesnew addition2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY186.2K sharesnew addition2026-03-312026-05-15

ATAT ATOUR LIFESTYLE HLDGS LTD388.7K shares-1.26%2026-03-312026-05-15

TS TENARIS S A240.5K sharesnew addition2026-03-312026-05-15

RJF RAYMOND JAMES FINL INC94.3K shares0.00%2026-03-312026-05-15

RIO RIO TINTO PLC145.3K shares19.47%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC57.1K shares59.29%2026-03-312026-05-15

EMBJ EMBRAER S.A.199.5K shares-27.53%2026-03-312026-05-15

ASX ASE TECHNOLOGY HLDG CO LTD532.6K shares-7.85%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC78.6K shares81.06%2026-03-312026-05-15

LTM LATAM AIRLINES GROUP SA229.0K shares302.27%2026-03-312026-05-15

KEP KOREA ELEC PWR CORP785.8K shares31.96%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP52.3K sharesnew addition2026-03-312026-05-15

MT ARCELORMITTAL SA LUXEMBOURG199.9K shares-15.22%2026-03-312026-05-15

Sponsored

NTES NETEASE COM INC91.8K shares-13.01%2026-03-312026-05-15

TMUS T-MOBILE US INC48.8K shares69.81%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE102.5K shares91.98%2026-03-312026-05-15

INTU INTUIT20.7K sharesnew addition2026-03-312026-05-15

ALL ALLSTATE CORP42.8K shares3.29%2026-03-312026-05-15

HAS HASBRO INC93.6K shares-8.74%2026-03-312026-05-15

LINDE PLC LINDE PLC17.0K sharesnew addition2026-03-312026-05-15

EFA ISHARES TR86.6K shares4.03%2026-03-312026-05-15

Sponsored

CENCORA INC CENCORA INC26.4K shares5.30%2026-03-312026-05-15

MO ALTRIA GROUP INC124.3K shares-13.22%2026-03-312026-05-15

AMAT APPLIED MATLS INC23.8K shares128.28%2026-03-312026-05-15

INTC INTEL CORP182.8K shares107.85%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND16.6K shares-76.85%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC37.0K shares1.05%2026-03-312026-05-15

EXC EXELON CORP139.5K sharesnew addition2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC18.8K shares47.45%2026-03-312026-05-15

Sponsored

PCAR PACCAR INC57.9K shares0.48%2026-03-312026-05-15

STLD STEEL DYNAMICS INC37.1K shares642.86%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC41.6K sharesnew addition2026-03-312026-05-15

SLB SLB LIMITED128.5K sharesnew addition2026-03-312026-05-15

TAC TRANSALTA CORP501.0K sharesnew addition2026-03-312026-05-15

CRH PLC CRH PLC50.0K shares6.35%2026-03-312026-05-15

CX CEMEX SA EURO MTN BE 144A454.3K shares-6.85%2026-03-312026-05-15

SYK STRYKER CORPORATION15.6K shares0.32%2026-03-312026-05-15

Sponsored

ROCKET LAB CORP ROCKET LAB CORP75.4K shares26.27%2026-03-312026-05-15

XOM EXXON MOBIL CORP27.6K shares-2.37%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR92.1K shares6.79%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR27.5K shares133.56%2026-03-312026-05-15

GLD SPDR GOLD TR7.7K shares-42.22%2026-03-312026-05-15

PROSHARES TR PROSHARES TR85.9K shares8.71%2026-03-312026-05-15

ASTS AST SPACEMOBILE INC39.1K shares-17.53%2026-03-312026-05-15

SKM SK TELECOM CO LTD85.0K sharesnew addition2026-03-312026-05-15

Sponsored

TRV TRAVELERS COMPANIES INC8.0K shares0.00%2026-03-312026-05-15

TKO TKO GROUP HOLDINGS INC11.2K sharesnew addition2026-03-312026-05-15

DIVO AMPLIFY ETF TR33.5K shares6.02%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares-28.32%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.2K shares6.41%2026-03-312026-05-15

PG PROCTER & GAMBLE CO8.7K shares-99.18%2026-03-312026-05-15

WDAY WORKDAY INC8.3K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC3.9K shares-14.37%2026-03-312026-05-15

Sponsored

LMT LOCKHEED MARTIN CORP1.6K sharesnew addition2026-03-312026-05-15

PH PARKER-HANNIFIN CORP951 shares4.28%2026-03-312026-05-15

IWF ISHARES TR1.7K sharesnew addition2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW24.5K shares-24.71%2026-03-312026-05-15

BCI ABRDN ETFS22.2K shares16.23%2026-03-312026-05-15

PEP PEPSICO INC3.5K shares-83.29%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.8K shares4.36%2026-03-312026-05-15

LNG CHENIERE ENERGY INC1.7K shares-0.77%2026-03-312026-05-15

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI900 sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC473 shares6.77%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.4K shares5.79%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR5.9K sharesnew addition2026-03-312026-05-15

TDY TELEDYNE TECHNOLOGIES INC558 shares0.72%2026-03-312026-05-15

DE DEERE & CO575 shares-33.76%2026-03-312026-05-15

QDVO AMPLIFY ETF TR11.7K shares-16.14%2026-03-312026-05-15

IYT ISHARES TR3.7K sharesnew addition2026-03-312026-05-15

Sponsored

FCX FREEPORT MCMORAN INC4.6K sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR10.0K shares4.47%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC1.4K shares0.50%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.3K shares0.00%2026-03-312026-05-15

EMR EMERSON ELEC CO1.8K shares10.06%2026-03-312026-05-15

NMRK NEWMARK GROUP INC14.4K shares-32.79%2026-03-312026-05-15

AES AES CORP10.0K shares0.00%2026-03-312026-05-15

MSFT

MICROSOFT CORP

52.05%

Shares2.5M

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

14.05%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

20.99%

Shares3.6M

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

7.40%

Shares4.6M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

16.99%

Shares2.9M

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-9.40%

Shares1.2M

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

40.86%

Shares3.9M

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

22.17%

Shares2.6M

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

14.01%

Shares4.7M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

18.08%

Shares2.2M

Event2026-03-31

Filed2026-05-15

VISA INC

7.95%

Shares2.3M

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-15.53%

Shares2.3M

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

14.15%

Shares2.1M

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

28.02%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

8.42%

Shares2.6M

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

29.10%

Shares5.2M

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-9.74%

Shares4.5M

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

30.77%

Shares2.5M

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

9.56%

Shares1.6M

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-17.18%

Shares4.0M

Event2026-03-31

Filed2026-05-15

COCA COLA CO

13.77%

Shares4.8M

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

2.32%

Shares2.7M

Event2026-03-31

Filed2026-05-15

AMPLIFY ETF TR

15.03%

Shares3.3M

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

New

Shares3.5M

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

New

Shares898.4K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

-5.61%

Shares3.8M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

61.57%

Shares581.1K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

-27.43%

Shares1.7M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

88.86%

Shares245.6K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

1482.72%

Shares122.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

55.74%

Shares238.8K

Event2026-03-31

Filed2026-05-15