Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$11.53B
Total Bought
$1.90B
Total Sold
$1.09B
Net Transaction
+$812.56M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
APPLE INC(AAPL)01,626,000+1,626,0000361,1833.13%+361,183
SALESFORCE INC(CRM)01,289,005+1,289,0050345,9173.00%+345,917
AGNICO EAGLE MINES LTD(AEM)59,0552,284,723+2,225,6684,619247,6872.15%+243,068
MCDONALDS CORP(MCD)773,0441,209,479+436,435224,098377,8053.28%+153,707
RTX CORPORATION(RTX)1,869,5112,770,645+901,134216,340367,0003.18%+150,660
META PLATFORMS INC(META)582,789760,434+177,645341,229438,2843.80%+97,055
AMERICAN EXPRESS CO(AXP)1,517,6681,948,965+431,297450,429524,3694.55%+73,940
INTERNATIONAL BUSINESS MACHS(IBM)2,072,8932,117,616+44,723455,684526,5664.57%+70,882
CHEVRON CORP NEW(CVX)2,189,8792,261,123+71,244317,182378,2633.28%+61,081
DUKE ENERGY CORP NEW(DUK)2,065,3442,169,182+103,838222,520264,5752.29%+42,055
PROCTER AND GAMBLE CO(PG)02,762,032+2,762,0320470,7054.08%+470,705
SPDR SER TR
ST STR BLO 1 ETF
5,100,3855,419,049+318,664466,328497,0894.31%+30,761
JPMORGAN CHASE & CO.(JPM)2,400,1392,457,408+57,269575,337602,8025.23%+27,465
TJX COS INC NEW(TJX)3,658,2453,826,483+168,238441,953466,0664.04%+24,113
CME GROUP INC(CME)2,435,8232,203,488-232,335565,671584,5635.07%+18,892
VISA INC(V)1,988,2981,837,168-151,130628,382643,8545.58%+15,472
AMPLIFY ETF TR1,904,5262,041,362+136,836190,872204,5441.77%+13,673
FASTENAL CO(FAST)1,177,9001,177,928+2884,70391,3480.79%+6,646
WHEATON PRECIOUS METALS CORP(WPM)13,13284,286+71,1547396,5310.06%+5,793
ON HLDG AG(ONON)0107,449+107,44904,7190.04%+4,719
SPDR GOLD TR(GLD)023,305+23,30506,7150.06%+6,715
SONY GROUP CORP(SONY)0126,315+126,31503,2070.03%+3,207
ISHARES TR037,583+37,58303,0720.03%+3,072
FULL TRUCK ALLIANCE CO LTD(YMM)128,935343,239+214,3041,3954,3830.04%+2,988
MERCADOLIBRE INC(MELI)01,518+1,51802,9610.03%+2,961
BARCLAYS PLC401,701536,275+134,5745,3398,2370.07%+2,899
ISHARES SILVER TR(SLV)090,994+90,99402,8200.02%+2,820
EXXON MOBIL CORP6,32829,025+22,6976813,4520.03%+2,771
MITSUBISHI UFJ FINL GROUP IN(MUFG)319,363469,373+150,0103,7436,3980.06%+2,655
BANCOLOMBIA S A96,850137,088+40,2383,0525,5110.05%+2,459
QIFU TECHNOLOGY INC(QFIN)054,534+54,53402,4490.02%+2,449
SELECT SECTOR SPDR TR
ST STR FINL ETF
62,921110,193+47,2723,0415,4890.05%+2,448
RELX PLC(RELX)111,806149,228+37,4225,0787,5230.07%+2,444
TAIWAN SEMICONDUCTOR MFG LTD(TSM)19,32437,650+18,3263,8166,2500.05%+2,434
SAP SE(SAP)028,241+28,24107,5810.07%+7,581
ENBRIDGE INC(ENB)104,199152,833+48,6344,4216,7720.06%+2,351
ATLASSIAN CORPORATION010,927+10,92702,3190.02%+2,319
EMBRAER S.A.(EMBJ)91,013121,531+30,5183,3385,6150.05%+2,276
BANCO BILBAO VIZCAYA ARGENTA(BBVA)302,764366,220+63,4562,9434,9880.04%+2,045
NOVARTIS AG(NVS)051,460+51,46005,7370.05%+5,737
SUMITOMO MITSUI FINL GROUP I(SMFG)153,472271,808+118,3362,2244,2020.04%+1,978
ISHARES TR020,415+20,41501,8580.02%+1,858
AMPLIFY ETF TR0154,096+154,09601,7580.02%+1,758
ASTRAZENECA PLC(AZN)061,114+61,11404,4920.04%+4,492
SHOPIFY INC(SHOP)015,041+15,04101,4360.01%+1,436
NVIDIA CORPORATION(NVDA)032,494+32,49403,5220.03%+3,522
ASML HOLDING N V
N Y REGISTRY SHS
04,254+4,25402,8190.02%+2,819
GLOBAL X FDS
NASDAQ 100 COVER
080,712+80,71201,3420.01%+1,342
PHILIP MORRIS INTL INC(PM)027,172+27,17204,3130.04%+4,313
FLUTTER ENTMT PLC(FLUT)13,16220,461+7,2993,4024,5330.04%+1,131
REGIONS FINANCIAL CORP NEW(RF)049,489+49,48901,0750.01%+1,075
NETFLIX INC(NFLX)6721,729+1,0575991,6120.01%+1,013
CRH PLC
ORD
36,71548,991+12,2763,3974,3100.04%+913
VODAFONE GROUP PLC NEW(VOD)0292,479+292,47902,7410.02%+2,741
IRSA INVERSIONES Y REP S A(IRS)068,696+68,69608860.01%+886
FUTU HLDGS LTD(FUTU)13,38119,109+5,7281,0701,9560.02%+885
ELI LILLY & CO(LLY)010,517+10,51708,6860.08%+8,686
COUPANG INC(CPNG)0162,230+162,23003,5580.03%+3,558
GRUPO FINANCIERO GALICIA S.A(GGAL)8,76023,248+14,4885461,2660.01%+720
MCKESSON CORP(MCK)01,037+1,03706980.01%+698
BANCO SANTANDER S.A.(SAN)422,967378,766-44,2011,9292,5380.02%+609
BANCO MACRO SA(BMA)20,58234,382+13,8001,9922,5960.02%+605
GLOBAL X FDS
S&P 500 COVERED
014,908+14,90805890.01%+589
ALPHABET INC(GOOG)012,653+12,65301,9570.02%+1,957
QUEST DIAGNOSTICS INC(DGX)38,73837,718-1,0205,8446,3820.06%+538
Rio Tinto PLC(RIO)22,96130,617+7,6561,3501,8390.02%+489
AMAZON COM INC(AMZN)9,96814,030+4,0622,1872,6690.02%+482
LINDE PLC(LIN)0975+97504540.00%+454
CELSIUS HLDGS INC(CELH)012,500+12,50004450.00%+445
CENCORA INC1,5372,703+1,1663457520.01%+406
T-MOBILE US INC(TMUS)02,491+2,49106640.01%+664
CANADIAN NAT RES LTD(CNQ)139,203151,179+11,9764,2974,6560.04%+359
INTUITIVE SURGICAL INC0693+69303430.00%+343
DOORDASH INC(DASH)01,865+1,86503410.00%+341
ROBINHOOD MKTS INC(HOOD)07,966+7,96603320.00%+332
ALLSTATE CORP(ALL)1,7573,077+1,3203396370.01%+298
BERKSHIRE HATHAWAY INC DEL3,8773,840-371,7572,0450.02%+288
COSTCO WHSL CORP NEW(COST)261523+2622394950.00%+255
LAM RESEARCH CORP(LRCX)03,505+3,50502550.00%+255
VERTEX PHARMACEUTICALS INC(VRTX)0517+51702510.00%+251
EQUINIX INC(EQIX)243571+3282294660.00%+236
TEXAS PACIFIC LAND CORPORATI(TPL)0176+17602330.00%+233
CAPITAL ONE FINL CORP(COF)01,300+1,30002330.00%+233
HOWMET AEROSPACE INC(HWM)01,785+1,78502320.00%+232
PALO ALTO NETWORKS INC(PANW)01,301+1,30102220.00%+222
ROBLOX CORP(RBLX)03,736+3,73602180.00%+218
TRAVELERS COMPANIES INC(TRV)8,0008,00001,9272,1160.02%+189
ABBVIE INC(ABBV)6,7356,609-1261,1971,3850.01%+188
STRYKER CORPORATION(SYK)15,37615,339-375,5365,7100.05%+174
BROADCOM INC(AVGO)3,4305,720+2,2907959580.01%+162
YPF SOCIEDAD ANONIMA(YPF)047,747+47,74701,6730.01%+1,673
TARGA RES CORP(TRGP)1,3081,911+6032333830.00%+150
QUALCOMM INC(QCOM)0971+97101490.00%+149
ADVANCED MICRO DEVICES INC(AMD)1,9583,656+1,6982373760.00%+139
PEPSICO INC(PEP)03,724+3,72405580.00%+558
NU HLDGS LTD(NU)182,623196,605+13,9821,8922,0130.02%+121
ORACLE CORP(ORCL)1,6052,401+7962673360.00%+68
COCA COLA CO(KO)06,854+6,85404910.00%+491
SPOTIFY TECHNOLOGY S A(SPOT)676664-123023650.00%+63
TESLA INC(TSLA)2,9344,777+1,8431,1851,2380.01%+53
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