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Capital Wealth Planning, LLC

CIK
1566728
City
NAPLES
State / Country
FL

Top Portfolio Positions

137 positions · $17,415,700,248 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in TS

Export CSV

Shares Held

Position Value (USD)

5 quarters on record
Report Date Value (USD) Shares
2026-03-31 $13,993,104 240,514
2023-12-31 $1,921,880 55,290
2023-09-30 $1,010,188 31,968
2023-06-30 $596,184 19,906
2023-03-31 $583,405 20,528