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Capital Wealth Planning, LLC

CIK
1566728
City
NAPLES
State / Country
FL

Top Portfolio Positions

138 positions · $17,417,026,194 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in HD

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $719,982,965 2,189,130
2025-12-31 $637,958,647 1,853,992
2025-09-30 $668,339,834 1,649,448
2025-06-30 $596,260,032 1,626,282
2025-03-31 $554,048,220 1,511,769
2024-12-31 $561,689,111 1,443,968
2024-09-30 $582,801,590 1,438,306
2024-06-30 $488,676,218 1,419,580
2024-03-31 $509,540,866 1,328,313
2023-12-31 $372,452,879 1,074,745
2023-09-30 $336,347,288 1,113,143
2023-06-30 $335,892,546 1,081,292
2023-03-31 $387,409,925 1,312,720
2022-12-31 $380,500,117 1,204,648
2022-09-30 $296,000,561 1,072,699
2022-06-30 $265,222,928 967,014
2022-03-31 $210,992,628 704,883
2021-12-31 $256,087,730 617,064
2021-09-30 $128,680,546 392,008
2021-06-30 $116,063,523 363,961
2021-03-31 $166,778,832 546,368
2020-12-31 $125,348,733 471,910
2020-09-30 $103,557,225 372,897
2020-06-30 $61,829,875 246,816
2020-03-31 $80,576,007 431,557