Capital Wealth Planning, LLC
Top Portfolio Positions
138 positions ·
$17,417,026,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.33% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
1,067,492 | $903,087,557 | 5.19% | |
| AAPL |
Apple Inc.
Technology
|
3,553,595 | $901,866,874 | 5.18% | |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.85% | |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.82% | |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.59% | |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.57% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.13% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DUK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,882,185 | 2,740,814 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $313,969,957 | 2,678,696 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $302,430,892 | 2,443,886 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $263,686,812 | 2,234,634 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $264,575,128 | 2,169,182 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $222,520,162 | 2,065,344 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $109,968,873 | 953,763 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $95,892,546 | 956,725 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $190,844,515 | 1,973,369 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $188,457,501 | 1,942,060 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $201,798,987 | 2,286,415 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $240,246,543 | 2,677,140 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $225,140,430 | 2,333,787 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $219,210,610 | 2,128,465 | Shares | Other | 2023-02-03 | |
| 2022-09-30 | $169,950,423 | 1,827,031 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $176,988,271 | 1,650,856 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $169,826,484 | 1,520,925 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $139,902,297 | 1,333,673 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $114,352,545 | 1,171,765 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $107,459,285 | 1,088,526 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $94,490,320 | 978,870 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $72,579,520 | 792,699 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $58,259,195 | 657,850 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $46,665,506 | 584,122 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $41,920,184 | 518,301 | Shares | Sole | 2020-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||