Back
0002085853-25-000273
Capital Wealth Planning LLC
Total Value: $14,187,288,061
Total Holdings: 185
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
APPLE INCCOM037833100$819,082,8403,216,757OTR
GOLDMAN SACHS GROUP INCCOM38141G104$786,461,668987,583SOLE
CATERPILLAR INCCOM149123101$772,594,7221,619,186OTR
JPMORGAN CHASE & CO.COM46625H100$748,103,2842,371,694SOLE
MICROSOFT CORPCOM594918104$742,994,3151,434,490SOLE
AMERICAN EXPRESS COCOM025816109$720,535,3922,169,242OTR
VISA INCCOM CL A92826C839$691,493,3102,025,582SOLE
CME GROUP INCCOM12572Q105$684,257,7242,532,506OTR
RTX CORPORATIONCOM75513E101$675,011,5494,034,014OTR
HOME DEPOT INCCOM437076102$668,339,9261,649,448SOLE
INTERNATIONAL BUSINESS MACHSCOM459200101$614,420,6732,177,561SOLE
TJX COS INC NEWCOM872540109$595,461,0284,119,698SOLE
META PLATFORMS INCCL A30303M102$562,615,197766,109OTR
MCDONALDS CORPCOM580135101$535,540,7851,762,285OTR
HONEYWELL INTL INCCOM438516106$447,280,2072,124,847OTR
AGNICO EAGLE MINES LTDCOM008474108$424,999,6602,521,355OTR
SPDR SERIES TRUSTBLOOMBERG 1-3 MO78468R663$421,513,9094,594,158SOLE
CHEVRON CORP NEWCOM166764100$399,770,2012,574,346OTR
PROCTER AND GAMBLE COCOM742718109$389,641,3352,535,902SOLE
DUKE ENERGY CORP NEWCOM NEW26441C204$302,430,8372,443,886OTR
VERIZON COMMUNICATIONS INCCOM92343V104$270,820,0376,162,003OTR
MERCK & CO INCCOM58933Y105$267,857,7053,191,442OTR
AMGEN INCCOM031162100$233,035,077825,780SOLE
SPDR DOW JONES INDL AVERAGEUT SER 178467X109$215,005,168463,633SOLE
AMPLIFY ETF TRSAMSUNG SOFR ETF032108672$192,771,7491,924,542OTR
COCA COLA COCOM191216100$155,440,0842,343,789OTR
FASTENAL COCOM311900104$115,528,4322,355,800SOLE
NVIDIA CORPORATIONCOM67066G104$39,039,627209,238OTR
SPDR S&P 500 ETF TRTR UNIT78462F103$36,500,57954,791SOLE
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W102$24,022,384134,406OTR
ALPHABET INCCAP STK CL A02079K305$21,984,31190,433SOLE
AMAZON COM INCCOM023135106$19,839,02890,354OTR
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100$17,231,91461,699OTR
MITSUBISHI UFJ FINL GROUP INSPONSORED ADS606822104$17,001,4611,066,591OTR
RAYMOND JAMES FINL INCCOM754730109$16,269,27694,260SOLE
BROADCOM INCCOM11135F101$16,130,29048,893SOLE
NOVARTIS AGSPONSORED ADR66987V109$15,248,377118,905OTR
GRUPO CIBEST SASPON ADS40090E106$14,784,357284,643OTR
TESLA INCCOM88160R101$14,144,32031,805SOLE
BARCLAYS PLCADR06738E204$13,768,948666,132OTR
SUMITOMO MITSUI FINL GROUP ISPONSORED ADR86562M209$13,172,120786,865OTR
EMBRAER S.A.SPONSORED ADS29082A107$12,091,995200,033OTR
NETEASE INCSPONSORED ADS64110W102$11,665,38476,751OTR
NETFLIX INCCOM64110L106$11,394,5369,504OTR
SOUTHERN COPPER CORPCOM84265V105$11,130,59491,716OTR
ICICI BANK LIMITEDADR45104G104$10,990,207363,553OTR
ENBRIDGE INCCOM29250N105$10,869,841215,415OTR
SONY GROUP CORPSPONSORED ADR835699307$10,563,483366,915OTR
SAP SESPON ADR803054204$10,546,77939,470OTR
WHEATON PRECIOUS METALS CORPCOM962879102$10,286,37291,974OTR
© 2026 13F • Hedge Fund Alpha