Capital Wealth Planning, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Naples, FL
CIK
0001566728
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 139 8,734,598 MSFT, V, UNH, JPM 13F-HR 2/8/2024 000156672824000001
Q3 2023 136 8,133,857 BIL, UNH, CVX, V 13F-HR 11/6/2023 000156672823000010
Q2 2023 132 8,103,504 V, MSFT, JPM, MCD 13F-HR 8/4/2023 000156672823000009
Q1 2023 137 7,393,439 PG, JPM, CVX, MSFT 13F-HR 5/4/2023 000156672823000008
Q4 2022 106 6,838,397 UNH, CVX, MRK, PG 13F-HR 2/3/2023 000156672823000001
Q3 2022 86 5,482,296 UNH, CVX, JNJ, HD 13F-HR 11/9/2022 000156672822000004
Q2 2022 78 5,106,392 UNH, MCD, JNJ, PG 13F-HR 8/8/2022 000156672822000003
Q1 2022 93 4,949,624 UNH, AAPL, CVX, MSFT 13F-HR 5/11/2022 000156672822000002
Q4 2021 106 4,512,276 UNH, AAPL, MSFT, HD 13F-HR 2/4/2022 000156672822000001
Q3 2021 111 3,636,549 MSFT, UNH, AAPL, MCD 13F-HR 11/3/2021 000156672821000005
Q2 2021 130 3,558,182 UNH, MSFT, AAPL, NKE 13F-HR 8/3/2021 000156672821000004
Q1 2021 133 3,062,341 UNH, CVX, HD, GS 13F-HR 4/19/2021 000156672821000003
Q4 2020 111 2,594,907 GS, CAT, AAPL, UNH 13F-HR 1/25/2021 000156672821000002
Q3 2020 100 2,019,637 NKE, MCD, UNH, MSFT 13F-HR 11/10/2020 000156672820000009
Q2 2020 100 1,754,391 MSFT, UNH, AAPL, V 13F-HR 8/14/2020 000117266120001694
Q1 2020 236 1,588,059 HD, AAPL, UNH, V 13F-HR 4/30/2020 000117266120001113
Q4 2019 187 1,691,859 HD, V, DIS, WMT 13F-HR 2/26/2020 000117266120000941
Q3 2019 262 1,575,278 JPM, HD, AAPL, MCD 13F-HR 11/12/2019 000156672819000005
Q2 2019 261 1,378,959 MCD, JPM, HD, DIS 13F-HR 8/2/2019 000156672819000003
Q1 2019 119 152,555 FAST, SPY, UPS, WMT 13F-HR 5/14/2019 000156672819000002
Q4 2018 94 150,772 FAST, SPY, UPS, UNH 13F-HR 2/13/2019 000156672819000001
Q3 2018 104 146,537 FAST, SPY, UPS, MSFT 13F-HR 11/13/2018 000156672818000004
Q2 2018 89 143,660 FAST, SPY, UPS, CVX 13F-HR 8/13/2018 000156672818000003
Q1 2018 238 143,884 FAST, UPS, SPY, XOM 13F-HR 5/15/2018 000156672818000002
Q4 2017 115 72,548 Fastenal Company, UPS, XOM, AFL 13F-HR 2/14/2018 000156672818000001
Q3 2017 157 126,950 Fastenal Company, UPS, SPY, XOM 13F-HR 11/15/2017 000156672817000005
Q2 2017 116 624,637 FAST, SPY, UNH, MMM 13F-HR 8/10/2017 000156672817000004
Q1 2017 97 118,424 FAST, SPY, UPS, XOM 13F-HR 5/10/2017 000156672817000003
Q4 2016 116 113,134 FAST, SPY, UPS, XOM 13F-HR 2/15/2017 000156672817000001
Q3 2016 86 129,518 FAST, UPS, SPY, XOM 13F-HR 11/15/2016 000156672816000009
Q2 2016 96 132,680 FAST, SPY, XOM, UPS 13F-HR 8/12/2016 000156672816000008
Q1 2016 96 139,073 FAST, SPY, XOM, UPS 13F-HR 5/12/2016 000156672816000007
Q4 2015 102 108,957 SPY, XOM, UPS, MSFT 13F-HR 2/12/2016 000156672816000006
Q3 2015 103 125,477 XOM, UPS, SPY, WFC 13F-HR 11/13/2015 000156672815000005
Q2 2015 127 167,515 XOM, WFC, SPY, UPS 13F-HR 8/13/2015 000156672815000004
Q1 2015 131 191,973 XOM, WFC, ET, SPY 13F-HR 5/13/2015 000156672815000003
Q4 2014 135 214,421 XOM, UPS, WFC, ET RESTATEMENT 2/13/2015 000156672815000002
Q3 2014 152 246,555 XOM, WFC, ET, SPY 13F-HR 11/17/2014 000156672814000006
Q2 2014 171 270,486 XOM, WFC, ET, UPS 13F-HR 8/20/2014 000156672814000005
Q1 2014 122 232,259 XOM, WFC, SPY, UPS 13F-HR 5/16/2014 000156672814000002
Q4 2013 75 82,778 UPS, WFC, MFRM, XOM 13F-HR 2/10/2014 000156672814000001
Additional filings from Capital Wealth Planning, LLC that have since been restated