Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$9.35B
Total Bought
$1.56B
Total Sold
$1.16B
Net Transaction
+$404.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLE INC(AAPL)01,666,108+1,666,1080285,7043.05%+285,704
AMGEN INC(AMGN)0833,300+833,3000236,9242.53%+236,924
MARATHON PETE CORP(MPC)01,110,630+1,110,6300223,7922.39%+223,792
HOME DEPOT INC(HD)1,074,7451,328,313+253,568372,453509,5415.45%+137,088
CATERPILLAR INC(CAT)1,182,4531,297,882+115,429349,616475,5835.08%+125,967
INTERNATIONAL BUSINESS MACHS(IBM)1,057,0881,450,768+393,680172,887277,0392.96%+104,152
CME GROUP INC(CME)1,204,0051,492,791+288,786253,563321,3833.44%+67,820
AGNICO EAGLE MINES LTD(AEM)1,614,3442,620,345+1,006,00188,547156,3041.67%+67,757
WALMART INC(WMT)2,750,0678,074,039+5,323,972433,548485,8155.19%+52,267
PROCTER AND GAMBLE CO(PG)02,918,140+2,918,1400473,4685.06%+473,468
GOLDMAN SACHS GROUP INC(GS)1,190,0051,193,401+3,396459,068498,4725.33%+39,403
CHEVRON CORP NEW(CVX)02,844,179+2,844,1790448,6414.80%+448,641
SPDR SER TR
ST STR BLO 1 ETF
04,928,017+4,928,0170452,3924.84%+452,392
VERIZON COMMUNICATIONS INC(VZ)4,940,8835,056,887+116,004186,271212,1872.27%+25,916
MERCK & CO INC(MRK)02,267,952+2,267,9520299,2563.20%+299,256
CONOCOPHILLIPS(COP)01,466,900+1,466,9000186,7072.00%+186,707
FREEPORT-MCMORAN INC(FCX)4,319,3384,404,514+85,176183,874207,1002.21%+23,226
MICROSOFT CORP(MSFT)1,331,0071,239,433-91,574500,512521,4545.57%+20,942
FASTENAL CO(FAST)1,177,9991,177,900-9976,29990,8630.97%+14,564
VISA INC(V)1,854,5441,779,365-75,179482,831496,5855.31%+13,755
UNITEDHEALTH GROUP INC(UNH)905,171977,239+72,068476,545483,4405.17%+6,895
TENCENT MUSIC ENTMT GROUP(TME)0231,258+231,25802,5880.03%+2,588
STRYKER CORPORATION(SYK)10,65915,910+5,2513,1925,6940.06%+2,502
DUKE ENERGY CORP NEW(DUK)01,973,369+1,973,3690190,8452.04%+190,845
SPDR S&P 500 ETF TR(SPY)50,06950,030-3923,79826,1690.28%+2,371
MAKEMYTRIP LIMITED MAURITIUS
SHS
032,000+32,00002,2740.02%+2,274
TEVA PHARMACEUTICAL INDS LTS(TEVA)0153,730+153,73002,1690.02%+2,169
FERRARI N V
COM
3,3007,511+4,2111,1173,2740.04%+2,158
CANADIAN NAT RES LTD(CNQ)027,896+27,89602,1290.02%+2,129
BANCO BILBAO VIZCAYA ARGENTA(BBVA)332,450432,620+100,1703,0295,1220.05%+2,094
BANCOLOMBIA S A060,770+60,77002,0800.02%+2,080
COUPANG INC(CPNG)0102,802+102,80201,8290.02%+1,829
ICICI BANK LIMITED(IBN)94,870154,338+59,4682,2624,0760.04%+1,814
EMBRAER S.A.(EMBJ)49,819100,888+51,0699192,6880.03%+1,768
ABBVIE INC(ABBV)09,614+9,61401,7510.02%+1,751
SUMITOMO MITSUI FINL GROUP I(SMFG)117,331235,566+118,2351,1362,7730.03%+1,637
ALIBABA GROUP HLDG LTD(BABA)022,615+22,61501,6360.02%+1,636
BERKSHIRE HATHAWAY INC DEL03,840+3,84001,6150.02%+1,615
SOUTHERN COPPER CORP(SCCO)014,877+14,87701,5850.02%+1,585
MITSUBISHI UFJ FINL GROUP IN(MUFG)361,515454,363+92,8483,1134,6480.05%+1,535
SELECT SECTOR SPDR TR
ST STR FINL ETF
033,503+33,50301,4110.02%+1,411
CAMECO CORP(CCJ)50,31882,184+31,8662,1693,5600.04%+1,392
SELECT SECTOR SPDR TR
ST STR INDL ETF
010,736+10,73601,3520.01%+1,352
TOYOTA MOTOR CORP(TM)9,29111,671+2,3801,7042,9370.03%+1,234
SPDR SER TR
ST STR SP METAL
68,29887,601+19,3034,0865,2810.06%+1,194
PETROLEO BRASILEIRO SA PETRO(PBR)203,983290,100+86,1173,2584,4120.05%+1,155
ECOPETROL S A(EC)119,520208,230+88,7101,4252,4650.03%+1,041
BANCO SANTANDER S.A.(SAN)93,013294,147+201,1343851,4240.02%+1,039
ASE TECHNOLOGY HLDG CO LTD(ASX)196,638255,070+58,4321,8502,8030.03%+953
UNITED PARCEL SERVICE INC(UPS)011,892+11,89201,7680.02%+1,768
NUCOR CORP(NUE)07,195+7,19501,4240.02%+1,424
TURKCELL ILETISM HIZMETLERI(TKC)0169,477+169,47708800.01%+880
TIDEWATER INC NEW(TDW)09,400+9,40008650.01%+865
FLUTTER ENTMT PLC(FLUT)04,341+4,34108570.01%+857
LI AUTO INC(LI)028,219+28,21908540.01%+854
SUZANO S A(SUZ)062,301+62,30107960.01%+796
NETEASE INC(NTES)20,84126,189+5,3481,9422,7100.03%+768
ELI LILLY & CO(LLY)7,7166,722-9944,4985,2290.06%+732
RAYMOND JAMES FINL INC(RJF)102,02394,260-7,76311,37612,1050.13%+729
FORD MTR CO DEL(F)052,433+52,43306960.01%+696
MONDELEZ INTL INC(MDLZ)08,950+8,95006270.01%+627
TIM S A(TIMB)96,935130,472+33,5371,7902,3160.02%+525
NVIDIA CORPORATION(NVDA)1,1511,138-135701,0280.01%+458
META PLATFORMS INC(META)14,81411,642-3,1725,2445,6530.06%+410
ULTRAPAR PARTICIPACOES SA(UGP)102,808167,304+64,4965579570.01%+400
INTERCONTINENTAL HOTELS GROU(IHG)8,58610,770+2,1847831,1380.01%+355
YPF SOCIEDAD ANONIMA(YPF)055,513+55,51301,0990.01%+1,099
SPDR GOLD TR(GLD)21,81321,922+1094,1704,5100.05%+340
NOVARTIS AF(NVS)15,93620,024+4,0881,6091,9370.02%+328
TRAVELERS COMPANIES INC(TRV)8,0008,00001,5241,8410.02%+317
PDD HOLDINGS INC(PDD)11,44716,993+5,5461,6751,9750.02%+301
RELX PLC(RELX)66,11367,485+1,3722,6222,9210.03%+299
PACCAR INC(PCAR)59,19949,070-10,1295,7816,0790.06%+299
AMPLIFY ETF TR30,61236,355+5,7431,1191,4130.02%+295
SPOTIFY TECHNOLOGY S A(SPOT)01,049+1,04902770.00%+277
UBER TECHNOLOGIES INC(UBER)03,527+3,52702720.00%+272
NOVO-NORDISK A S(NVO)7,5648,075+5117821,0370.01%+254
CRH PLC
ORD
30,96427,768-3,1962,1412,3950.03%+254
AMERICAN EXPRESS CO(AXP)01,069+1,06902430.00%+243
ONEOK INC NEW(OKE)03,035+3,03502430.00%+243
TAPESTRY INC(TPR)05,085+5,08502410.00%+241
EBAY INC.(EBAY)04,573+4,57302410.00%+241
ROSS STORES INC(ROST)01,624+1,62402380.00%+238
CROWDSTRIKE HLDGS INC(CRWD)0737+73702360.00%+236
FOMENTO ECONOMICO MEXICANO S(FMX)18,80920,625+1,8162,4522,6870.03%+235
INTUIT(INTU)0352+35202290.00%+229
COCA-COLA FEMSA SAB DE CV(KOF)18,25420,123+1,8691,7281,9560.02%+228
ELEVANCE HEALTH INC(ELV)0386+38602000.00%+200
XP INC(XP)31,53739,629+8,0928221,0170.01%+195
SIBANYE STILLWATER LTD(SBSW)030,000+30,00001410.00%+141
REGIONS FINANCIAL CORP NEW(RF)15,00020,308+5,3082914270.00%+137
GENERAL ELECTRIC CO(GE)02,133+2,13303740.00%+374
EXXON MOBIL CORP06,460+6,46007510.01%+751
BANCO MACRO SA(BMA)26,29217,704-8,5887558530.01%+98
PEPSICO INC(PEP)04,139+4,13907240.01%+724
PARKER-HANNIFIN CORP(PH)91291204205070.01%+87
RIO TINTO PLC(RIO)11,60814,576+2,9688649290.01%+65
PFIZER INC(PFE)013,502+13,50203750.00%+375
BHP GROUP LTD015,520+15,52008950.01%+895
CAPITAL ONE FINL CORP(COF)01,950+1,95002900.00%+290
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