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 RTX
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,868,731 | 4,607,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $786,858,992 | 4,290,398 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $675,011,562 | 4,034,014 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $635,528,686 | 4,352,340 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $366,999,635 | 2,770,645 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $216,339,812 | 1,869,511 | Shares | Other | 2025-02-05 | |
| 2021-06-30 | $265,314 | 3,110 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $241,159 | 3,121 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $233,957 | 4,066 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,880,395 | 30,516 | Shares | Other | 2020-08-14 | |
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