Capital Wealth Planning, LLC
Top Portfolio Positions
135 positions ·
$17,384,328,041 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
2,507,605 | $928,240,142 | 5.34% |
| 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 | 5.19% |
| RTX |
RTX Corp
Industrials
|
4,607,925 | $888,868,731 | 5.11% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,873,074 | $845,143,447 | 4.86% |
| CAT |
Caterpillar Inc
Industrials
|
1,186,096 | $840,301,572 | 4.83% |
| CVX |
Chevron Corp
Energy
|
3,865,516 | $799,775,260 | 4.60% |
| AXP |
American Express Co
Financial Services
|
2,629,848 | $795,476,423 | 4.58% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
4,656,885 | $743,704,534 | 4.28% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
2,189,130 | $719,982,965 | 4.14% |
Portfolio Trend
Holdings in MPC
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $400,776,296 | 1,641,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $243,639,905 | 1,498,124 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $583,423 | 3,027 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $569,923 | 3,431 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $479,465 | 3,291 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $177,433,258 | 1,271,923 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $190,472,579 | 1,169,189 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $195,978,620 | 1,129,690 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $223,791,945 | 1,110,630 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,497,545 | 10,094 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,829,700 | 12,090 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $232,415,981 | 1,993,276 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $256,119,966 | 1,899,577 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,278,893 | 10,988 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $223,416,213 | 2,249,232 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $161,589,016 | 1,965,564 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $208,963,624 | 2,444,019 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $140,222,566 | 2,191,320 | Shares | Other | 2022-02-04 | |
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