Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$9.54B
Total Bought
$1.77B
Total Sold
$1.40B
Net Transaction
+$365.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
HONEYWELL INTL INC(HON)01,837,959+1,837,9590392,4784.11%+392,478
TJX COS INC NEW(TJX)02,867,377+2,867,3770315,6983.31%+315,698
APPLE INC(AAPL)1,666,1082,191,814+525,706285,704461,6404.84%+175,936
AMGEN INC(AMGN)833,3001,226,027+392,727236,924383,0724.01%+146,148
JPMORGAN CHASE & CO.(JPM)02,458,125+2,458,1250497,1805.21%+497,180
AMPLIFY ETF TR01,018,817+1,018,8170102,1191.07%+102,119
SPDR SER TR
ST STR BLO 1 ETF
4,928,0175,882,454+954,437452,392539,8925.66%+87,500
FREEPORT-MCMORAN INC(FCX)4,404,5145,943,074+1,538,560207,100288,8333.03%+81,733
VERIZON COMMUNICATIONS INC(VZ)5,056,8876,973,838+1,916,951212,187287,6013.01%+75,414
MERCK & CO INC(MRK)2,267,9522,969,433+701,481299,256367,6163.85%+68,360
UNITEDHEALTH GROUP INC(UNH)977,2391,016,952+39,713483,440517,8935.43%+34,453
MICROSOFT CORP(MSFT)1,239,4331,216,350-23,083521,454543,6485.70%+22,194
PROCTER AND GAMBLE CO(PG)2,918,1402,952,455+34,315473,468486,9195.10%+13,451
GOLDMAN SACHS GROUP INC(GS)1,193,4011,112,060-81,341498,472503,0075.27%+4,535
UNION PAC CORP(UNP)024,709+24,70905,5910.06%+5,591
SAP SE(SAP)018,883+18,88303,8090.04%+3,809
INVESCO QQQ TR017,470+17,47008,3700.09%+8,370
NOVO-NORDISH A S(NVO)023,806+23,80603,3980.04%+3,398
QUEST DIAGNOSTICS INC(DGX)023,093+23,09303,1610.03%+3,161
PHILIP MORRIS INTL INC(PM)025,161+25,16102,5500.03%+2,550
BARCLAYS PLC0237,750+237,75002,5460.03%+2,546
GOLD FIELDS LTD(GFI)0160,379+160,37902,3900.03%+2,390
VODAFONE GROUP PLC NEW(VOD)0253,403+253,40302,2480.02%+2,248
SUMITOMO MITSUI FINL GROUP I(SMFG)235,566320,467+84,9012,7734,2970.05%+1,525
ASTRAZENECA PLC(AZN)026,281+26,28102,0500.02%+2,050
INTERCONTINENTAL HOTELS GROU(IHG)10,77024,257+13,4871,1382,5700.03%+1,432
TOTALENERGIES SE(TTE)053,473+53,47303,5660.04%+3,566
NU HLDGS LTD(NU)0101,415+101,41501,3070.01%+1,307
RELX PLC(RELX)67,48590,677+23,1922,9214,1600.04%+1,239
PDD HOLDINGS INC(PDD)16,99324,025+7,0321,9753,1940.03%+1,219
MAKEMYTRIP LIMITED MAURITIUS013,952+13,95201,1730.01%+1,173
CANADIAN NAT RES LTD(CNQ)27,89691,652+63,7562,1293,2630.03%+1,134
PROSHARES TR0374,817+374,81704,2770.04%+4,277
ASML HOLDING N V
N Y REGISTRY SHS
01,866+1,86601,9080.02%+1,908
CAMECO CORP(CCJ)82,18489,738+7,5543,5604,4150.05%+855
CEMEX SAB DE CV(CX)0128,404+128,40408210.01%+821
RIO TINTO PLC(RIO)14,57626,433+11,8579291,7430.02%+814
COUPANG INC(CPNG)102,802126,052+23,2501,8292,6410.03%+812
MITSUBISI UFJ FINL GROUP IN(MUFG)454,363502,017+47,6544,6485,4220.06%+774
SOUTHERN COPPER CORP(SCCO)14,87721,560+6,6831,5852,3230.02%+738
CRH PLC
ORD
27,76841,436+13,6682,3953,1070.03%+712
JD.COM INC(JD)026,216+26,21606770.01%+677
ALIBABA GROUP HLDG LTD(BABA)22,61532,030+9,4151,6362,3060.02%+670
BANCOLOMBIA S A60,77082,611+21,8412,0802,6970.03%+618
NOVARTIS AF(NVS)20,02423,863+3,8391,9372,5400.03%+604
FERRARI N V
COM
7,5119,185+1,6743,2743,7510.04%+477
TESLA INC(TSLA)02,368+2,36804690.00%+469
TEVA PHARMACEUTICAL INDS LTD(TEVA)153,730161,350+7,6202,1692,6220.03%+453
TOYOTA MOTOR CORP(TM)11,67116,516+4,8452,9373,3850.04%+448
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,797+8,79701,5290.02%+1,529
SPDR S&P 500 ETF TR(SPY)50,03048,859-1,17126,16926,5900.28%+421
META PLATFORMS INC(META)11,64211,972+3305,6536,0370.06%+383
NVIDIA CORPORATION(NVDA)1,13810,987+9,8491,0281,3570.01%+329
QUALCOMM INC(QCOM)01,511+1,51103010.00%+301
YPF SOCIEDAD ANONIMA(YPF)55,51368,068+12,5551,0991,3700.01%+270
UNIVERSAL DISPLAY CORP(OLED)01,234+1,23402590.00%+259
WINGSTOP INC(WING)0608+60802570.00%+257
CONSOL ENERGY INC NEW02,500+2,50002550.00%+255
DECKERS OUTDOOR CORP(DECK)0262+26202540.00%+254
ECOLAB INC(ECL)01,054+1,05402510.00%+251
NATERA INC(NTRA)02,307+2,30702500.00%+250
BANCO SANTANDER S.A.(SAN)294,147360,704+66,5571,4241,6700.02%+246
ELI LILLY & CO(LLY)6,7226,027-6955,2295,4570.06%+227
NETFLIX INC(NFLX)01,033+1,03306970.01%+697
STATE STR CORP(STT)02,845+2,84502110.00%+211
TENCENT MUSIC ENTMT GROUP(TME)231,258199,052-32,2062,5882,7970.03%+209
T-MOBILE US INC(TMUS)02,970+2,97005230.01%+523
AMAZON COM INC(AMZN)08,658+8,65801,6730.02%+1,673
ICICI BANK LIMITED(IBN)154,338143,425-10,9134,0764,1320.04%+56
MARSH & MCLENNAN COS INC(MRSH)01,596+1,59603360.00%+336
ASE TECHNOLOGY HLDG CO LTD(ASX)255,070248,831-6,2392,8032,8420.03%+38
PEPSICO INC(PEP)4,1394,595+4567247580.01%+33
ALPHABET INC(GOOG)01,260+1,26002310.00%+231
ECOPETROL S A(EC)208,230222,706+14,4762,4652,4920.03%+27
SCHWAB STRATEGIC TR04,596+4,59602950.00%+295
CONSTELLATION ENERGY CORP(CEG)01,324+1,32402650.00%+265
ONEOK INC NEW(OKE)3,0353,166+1312432580.00%+15
AMERICAN EXPRESS CO(AXP)1,0691,112+432432570.00%+14
KELLANOVA03,700+3,70002130.00%+213
AMPLIFY ETF TR36,35536,530+1751,4131,4140.01%0
MONDELEZ INTL INC(MDLZ)8,9509,550+6006276250.01%-2
BHP GROUP LTD15,52015,582+628958900.01%-6
EXXON MOBIL CORP6,4606,46007517440.01%-7
SPDR S&P 500 ETF TR(SPY)(Put)05,800+5,800011+11
SPOTIFY TECHNOLOGY S A(SPOT)1,049810-2392772540.00%-23
GE AEROSPACE(GE)2,1332,13303743390.00%-35
FORD MTR CO DEL(F)52,43352,43306966580.01%-39
PARKER-HANNIFIN CORP(PH)91291205074610.00%-46
BERKSHIRE HATHAWAY INC DEL3,8403,84001,6151,5620.02%-53
COSTCO WHSL CORP NEW(COST)0345+34502930.00%+293
REGIONS FINANCIAL CORP NEW(RF)20,30815,000-5,3084273010.00%-127
SIBANYE STILLWATER LTD(SBSW)30,0000-30,0001410-141
BRISTOL-MYERS SQUIBB CO(BMY)014,440+14,44006000.01%+600
COCA-COLA FEMSA SAB DE CV(KOF)20,12320,568+4451,9561,7660.02%-190
ELEVANCE HEALTH INC(ELV)3860-3862000-200
BANCO MACRO SA(BMA)17,70411,198-6,5068536420.01%-211
TRAVELERS COMPANIES INC(TRV)8,0008,00001,8411,6270.02%-214
SPDR DOW JONES INDL AVERAGE(DIA)026,400+26,400010,3260.11%+10,326
INTUIT(INTU)3520-3522290-229
CROWDSTRIKE HLDGS INC(CRWD)7370-7372360-236
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