Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$12.68B
Total Bought
$1.81B
Total Sold
$1.46B
Net Transaction
+$347.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
META PLATFORMS INC(META)760,434960,601+200,167438,284709,0105.59%+270,726
RTX CORPORATION(RTX)2,770,6454,352,340+1,581,695367,000635,5295.01%+268,529
COCA COLA CO(KO)6,8543,527,767+3,520,913491249,5901.97%+249,099
APPLE INC(AAPL)1,626,0002,537,343+911,343361,183520,5874.11%+159,403
INTERNATIONAL BUSINESS MACHS(IBM)2,117,6162,318,565+200,949526,566683,4675.39%+156,900
MICROSOFT CORP(MSFT)01,350,863+1,350,8630671,9335.30%+671,933
MERCK & CO INC(MRK)01,586,786+1,586,7860125,6100.99%+125,610
GOLDMAN SACHS GROUP INC(GS)01,001,294+1,001,2940708,6665.59%+708,666
CATERPILLAR INC(CAT)01,633,850+1,633,8500634,2775.00%+634,277
JPMORGAN CHASE & CO.(JPM)2,457,4082,405,225-52,183602,802697,2995.50%+94,497
MCDONALDS CORP(MCD)1,209,4791,610,074+400,595377,805470,4153.71%+92,610
AMERICAN EXPRESS CO(AXP)1,948,9651,831,251-117,714524,369584,1324.61%+59,763
AGNICO EAGLE MINES LTD(AEM)2,284,7232,455,745+171,022247,687292,0622.30%+44,375
HOME DEPOT INC(HD)01,626,282+1,626,2820596,2604.70%+596,260
HONEYWELL INTL INC(HON)02,316,490+2,316,4900539,4644.25%+539,464
CME GROUP INC(CME)2,203,4882,218,640+15,152584,563611,5014.82%+26,938
AMGEN INC(AMGN)01,298,310+1,298,3100362,5012.86%+362,501
VISA INC(V)1,837,1681,874,215+37,047643,854665,4405.25%+21,586
TJX COS INC NEW(TJX)3,826,4833,865,636+39,153466,066477,3673.76%+11,302
GRUPO CIBEST SA0216,218+216,21809,9870.08%+9,987
FASTENAL CO(FAST)1,177,9282,355,800+1,177,87291,34898,9440.78%+7,595
NVIDIA CORPORATION(NVDA)32,49470,099+37,6053,52211,0750.09%+7,553
ICICI Bank Ltd(IBN)0276,153+276,15309,2900.07%+9,290
Cameco Corp(CCJ)0129,130+129,13009,5850.08%+9,585
SEA LTD(SE)036,733+36,73305,8750.05%+5,875
Embraer SA(EMBJ)121,531201,250+79,7195,61511,4530.09%+5,838
TAIWAN SEMICONDUCTOR MFG LTD(TSM)37,65051,950+14,3006,25011,7660.09%+5,516
PHILIP MORRIS INTL INC(PM)27,17252,367+25,1954,3139,5380.08%+5,225
Novartis AG(NVS)51,46090,385+38,9255,73710,9370.09%+5,201
SAP SE(SAP)28,24141,905+13,6647,58112,7430.10%+5,162
ISHARES SILVER TR(SLV)90,994233,389+142,3952,8207,6570.06%+4,838
Sumitomo Mitsui Financial Group Inc(SMFG)271,808597,575+325,7674,2029,0290.07%+4,827
MITSUBISHI UFJ FINL GROUP IN(MUFG)469,373810,026+340,6536,39811,1140.09%+4,716
TENCENT MUSIC ENTMT GROUP(TME)0240,258+240,25804,6830.04%+4,683
AMAZON COM INC(AMZN)14,03033,488+19,4582,6697,3470.06%+4,678
SONY GROUP CORP(SONY)126,315296,354+170,0393,2077,7140.06%+4,507
SPDR S&P 500 ETF TR(SPY)055,181+55,181034,0940.27%+34,094
UNILEVER PLC(UL)067,694+67,69404,1410.03%+4,141
BROADCOM INC(AVGO)5,72016,171+10,4519584,4580.04%+3,500
DEUTSCHE BANK AG
NAMEN AKT
0114,888+114,88803,3640.03%+3,364
SELECT SECTOR SPDR TR
ST STR INDL ETF
022,725+22,72503,3520.03%+3,352
BANCO DE CHILE0109,563+109,56303,3330.03%+3,333
MercadoLibre Inc(MELI)1,5182,386+8682,9616,2360.05%+3,275
ASML Holding NV
N Y REGISTRY SHS
4,2547,486+3,2322,8195,9990.05%+3,180
NOVO-NORDISK A S(NVO)045,286+45,28603,1260.02%+3,126
Alibaba Group Holding Ltd(BABA)053,455+53,45506,0620.05%+6,062
NETFLIX INC(NFLX)1,7293,402+1,6731,6124,5560.04%+2,943
KOREA ELEC PWR CORP(KEP)0203,428+203,42802,8970.02%+2,897
Banco Bilbao Vizcaya Argentaria SA(BBVA)366,220505,420+139,2004,9887,7680.06%+2,780
ALPHABET INC(GOOG)12,65326,879+14,2261,9574,7370.04%+2,780
ISHARES TR37,58362,527+24,9443,0725,5890.04%+2,518
GRUPO AEROPORTUARIO DEL CENT(OMAB)021,902+21,90202,3110.02%+2,311
GRUPO AEROPUERTO DEL PACIFIC(PAC)09,624+9,62402,2100.02%+2,210
FERRARI NV
COM
011,466+11,46605,6270.04%+5,627
ADVANCED MICRO DEVICES INC(AMD)3,65616,491+12,8353762,3400.02%+1,964
RELX PLC(RELX)149,228170,087+20,8597,5239,2430.07%+1,720
Southern Copper Corp(SCCO)044,174+44,17404,4690.04%+4,469
ASTRAZENECA PLC(AZN)61,11484,314+23,2004,4925,8920.05%+1,400
Coupang Inc(CPNG)162,230165,077+2,8473,5584,9460.04%+1,388
RAYMOND JAMES FINL INC(RJF)094,260+94,260014,4570.11%+14,457
SPOTIFY TECHNOLOGY S A(SPOT)6642,004+1,3403651,5380.01%+1,173
BARCLAYS PLC536,275505,937-30,3388,2379,4050.07%+1,168
CANADIAN NAT RES LTD(CNQ)151,179184,685+33,5064,6565,7990.05%+1,143
Oracle Corp(ORCL)2,4016,593+4,1923361,4410.01%+1,106
ROBINHOOD MKTS INC(HOOD)7,96614,309+6,3433321,3400.01%+1,008
ROBLOX CORP(RBLX)3,73611,266+7,5302181,1850.01%+967
CENCORA INC2,7035,605+2,9027521,6810.01%+929
McKesson Corp(MCK)1,0372,199+1,1626981,6110.01%+913
T-MOBILE US INC(TMUS)2,4916,581+4,0906641,5680.01%+904
Tesla Inc(TSLA)4,7776,611+1,8341,2382,1000.02%+862
Costco Wholesale Corp(COST)5231,338+8154951,3250.01%+830
ALLSTATE CORP(ALL)3,0777,277+4,2006371,4650.01%+828
HOWMET AEROSPACE INC(HWM)1,7855,334+3,5492329930.01%+761
DoorDash Inc(DASH)1,8654,385+2,5203411,0810.01%+740
Linde PLC(LIN)9752,460+1,4854541,1540.01%+700
IRSA INVERSIONES Y REP S A(IRS)68,696111,735+43,0398861,5560.01%+670
YUM BRANDS INC(YUM)04,400+4,40006520.01%+652
E L F BEAUTY INC(ELF)04,997+4,99706220.00%+622
Banco Santander SA(SAN)378,766379,886+1,1202,5383,1530.02%+615
Vodafone Group PLC(VOD)292,479313,863+21,3842,7413,3460.03%+605
BOEING CO(BA)02,840+2,84005950.00%+595
PALO ALTO NETWORKS INC(PANW)1,3013,936+2,6352228050.01%+583
SELECT SECTOR SPDR TR
ST STR FINL ETF
110,193115,929+5,7365,4896,0710.05%+582
TOTALENERGIES SE(TTE)037,809+37,80902,3210.02%+2,321
CISCO SYS INC(CSCO)024,131+24,13101,6740.01%+1,674
JABIL INC(JBL)02,196+2,19604790.00%+479
MICROSTRATEGY INC(MSTR)01,100+1,10004450.00%+445
PALANTI TECHNOLOGIES INC(PLTR)02,940+2,94004010.00%+401
ELI LILLY & CO(LLY)10,51711,621+1,1048,6869,0590.07%+373
STRYKER CORPORATION(SYK)15,33915,281-585,7106,0460.05%+336
GRUPO FINANCIERO GALICIA S.A(GGAL)23,24830,745+7,4971,2661,5490.01%+283
GE VERNOVA INC(GEV)0438+43802320.00%+232
QUEST DIAGNOSTICS INC(DGX)37,71836,795-9236,3826,6090.05%+228
PROCTER AND GAMBLE CO(PG)2,762,0322,955,810+193,778470,705470,9203.71%+214
EMERSON ELEC CO(EMR)01,600+1,60002130.00%+213
CINTAS CORP(CTAS)0949+94902120.00%+212
AMPLIFY ETF TR07,516+7,51602070.00%+207
CONSTELLATION ENERGY CORP(CEG)01,328+1,32804290.00%+429
GE AEROSPACE(GE)01,758+1,75804530.00%+453
DEERE & CO(DE)01,262+1,26206420.01%+642
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