Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$8.13B
Total Bought
$1.19B
Total Sold
$1.01B
Net Transaction
+$179.77M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CISCO SYS INC(CSCO)45,6023,271,642+3,226,0402,359175,8832.16%+173,524
CONOCOPHILLIPS(COP)01,429,085+1,429,0850171,2042.10%+171,204
FREEPORT-MCMORAN INC(FCX)04,294,982+4,294,9820160,1601.97%+160,160
SPDR SER TR
ST STR BLO 1 ETF
3,583,9565,314,447+1,730,491329,079487,9726.00%+158,894
SCHLUMBERGER LTD(SLB)3,748,6015,555,662+1,807,061184,131323,8953.98%+139,764
WALMART INC(WMT)1,598,2942,117,190+518,896251,220338,6024.16%+87,382
CHEVRON CORP NEW(CVX)2,611,5162,715,753+104,237410,922457,9305.63%+47,008
COCA COLA CO(KO)2,687,1403,728,903+1,041,763161,820208,7442.57%+46,924
APPLE INC(AAPL)2,040,3182,516,840+476,522395,760430,9085.30%+35,148
UNITEDHEALTH GROUP INC(UNH)891,939917,289+25,350428,702462,4885.69%+33,787
GOLDMAN SACHS GROUP INC(GS)1,215,1881,253,363+38,175391,947405,5514.99%+13,604
VERIZON COMMUNICATIONS INC(VZ)4,181,2145,095,826+914,612155,499165,1562.03%+9,656
INVESCO QQQ TR014,412+14,41205,1630.06%+5,163
STRYKER CORPORATION(SYK)07,917+7,91702,1630.03%+2,163
YPF SOCIEDAD ANONIMA(YPF)091,854+91,85401,1250.01%+1,125
SPDR GOLD TR(GLD)15,58622,253+6,6672,7793,8150.05%+1,037
PETROLEO BRASILEIRO SA PETRO(PBR)55,436117,917+62,4817671,7680.02%+1,001
MITSUBISHI UFJ FINL GROUP IN(MUFG)96,696199,658+102,9627131,6950.02%+982
VANECK ETF TRUST
OIL SERVICES ETF
02,834+2,83409780.01%+978
META PLATFORMS INC(META)13,15115,750+2,5993,7744,7280.06%+954
SELECT SECTOR SPDR TR
ST STR INDL ETF
08,969+8,96909090.01%+909
BANCO BILBAO VIZCAYA ARGENTA(BBVA)92,576182,259+89,6837111,4670.02%+756
MINISO GROUP HLDG LTD(MNSO)028,854+28,85407470.01%+747
TESLA INC(TSLA)02,969+2,96907430.01%+743
TOTALENERGIES SE(TTE)10,01819,721+9,7035771,2970.02%+719
ICICI BANK LIMITED(IBN)24,22654,850+30,6245591,2680.02%+709
CONSTELLATION ENERGY CORP(CEG)06,022+6,02206570.01%+657
HSBC HLDGS PLC(HSBC)016,145+16,14506370.01%+637
ENI S P A(E)019,907+19,90706350.01%+635
TIM S A(TIMB)041,422+41,42206170.01%+617
BROADCOM INC(AVGO)0741+74106150.01%+615
NETEASE INC(NTES)010,360+10,36001,0380.01%+1,038
COCA-COLA FEMSA SAB DE CV(KOF)8,11115,954+7,8436761,2510.02%+576
FOMENTO ECONOMICO MEXICANO S(FMX)07,353+7,35308030.01%+803
NOVARTIS AF(NVS)5,49310,794+5,3015541,0990.01%+545
SPDR DOW JONES INDL AVERAGE(DIA)25,58027,849+2,2698,7969,3280.11%+532
SANOFI(SNY)10,24020,160+9,9205521,0810.01%+529
GRUPO AEROPORTUARIO DE SURE03,780+3,78009290.01%+929
SPHERE ENTERTAINMENT CO(SPHR)014,067+14,06705230.01%+523
RELX PLC(RELX)15,84031,185+15,3455301,0510.01%+521
OCCIDENTAL PETE CORP(OXY)07,918+7,91805140.01%+514
SHELL PLC(SHEL)015,120+15,12009730.01%+973
ASE TECHNOLOGY HLDG CO LTD(ASX)0113,654+113,65408550.01%+855
ADOBE INC(ADBE)0977+97704980.01%+498
HESS CORP03,225+3,22504930.01%+493
GOLD FIELDS LTD(GFI)074,124+74,12408050.01%+805
HOME DEPOT INC(HD)1,081,2921,113,143+31,851335,892336,3474.14%+455
CELSIUS HLDGS INC(CELH)02,631+2,63104510.01%+451
SONY GROUP CORPORATION(SONY)6,12512,046+5,9215519930.01%+441
FERRARI N V
COM
01,473+1,47304350.01%+435
TENARIS S A(TS)19,90631,968+12,0625961,0100.01%+414
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,83611,478+5,6425899970.01%+408
JOYY INC(JOYY)010,669+10,66904070.00%+407
ALPHABET INC(GOOG)14,84516,673+1,8281,7772,1820.03%+405
BHP GROUP LTD013,950+13,95007930.01%+793
ARCELORMITTAL SA LUXEMBOURG(MT)18,27235,973+17,7015009000.01%+401
EQUINOR ASA(EQNR)011,792+11,79203870.00%+387
ASML HOLDINGS N V
N Y REGISTRY SHS
8641,701+8376261,0010.01%+375
CAPITAL ONE FINL CORP(COF)03,850+3,85003740.00%+374
BANCO MACRO SA(BMA)018,486+18,48603650.00%+365
ECOPETROL S A(EC)056,025+56,02506490.01%+649
ZTO EXPRESS CAYMAN INC(ZTO)014,450+14,45003490.00%+349
COSTCO WHSL CORP NEW(COST)0591+59103340.00%+334
PACCAR INC(PCAR)57,18560,171+2,9864,7845,1160.06%+332
ASTRAZENECA PLC(AZN)010,100+10,10006840.01%+684
ABBVIE INC(ABBV)02,022+2,02203010.00%+301
LOMA NEGRA C I A S A MTN 140112,212+112,21206770.01%+677
TERNIUM SA(TX)017,249+17,24906880.01%+688
ACCENTURE PLC IRELAND
SHS CLASS A
0882+88202710.00%+271
DIAGEO PLC(DEO)01,500+1,50002240.00%+224
ENEL CHILE S.A.(ENIC)070,000+70,00002070.00%+207
ARCHER DANIELS MIDLAND CO32,49035,050+2,5602,4552,6430.03%+189
TOYOTA MOTOR CORP(TM)03,511+3,51106310.01%+631
UNILEVER PLC(UL)9,05613,116+4,0604726480.01%+176
EXXON MOBIL CORP16,86916,751-1181,8091,9700.02%+160
AMAZON COM INC(AMZN)12,83714,318+1,4811,6731,8200.02%+147
MELCO RESORTS AND ENTMNT LTD ADR(MLCO)035,422+35,42203500.00%+350
AMGEN INC(AMGN)3,3453,173-1727438530.01%+110
RIO TINTO PLC(RIO)08,964+8,96405700.01%+570
BRISTOL-MYERS SQUIBB CO(BMY)17,03620,319+3,2831,0891,1790.01%+90
CATERPILLAR INC(CAT)4,4144,285-1291,0861,1700.01%+84
RIVIAN AUTOMOTIVE INC(RIVN)32,27524,934-7,3415386050.01%+68
KROGER CO(KR)60,29564,515+4,2202,8342,8870.04%+53
GENERAL ELECTRIC CO(GE)02,271+2,27102510.00%+251
HDFC BANK LTD(HDB)8,42110,534+2,1135876220.01%+35
MONDELEZ INTL INC(MDLZ)7,1667,935+7695235510.01%+28
AMPLIFY ETF TR26,57028,084+1,5149579750.01%+19
NVIDIA CORPORATION(NVDA)0480+48002090.00%+209
MARSH & MCLENNAN COS INC(MRSH)01,400+1,40002660.00%+266
SELECT SECTOR SPDR TR
ST STR CARE ETF
17,31217,857+5452,2982,2990.03%+1
PARKER-HANNIFIN CORP(PH)0912+91203550.00%+355
PEPSICO INC(PEP)3,6703,987+3176806760.01%-4
SCHWAB STRATEGIC TR04,697+4,69702380.00%+238
SPDR S&P 500 ETF TR(SPY)(Put)000000
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)3,5993,669+705305150.01%-15
VALE S A018,557+18,55702490.00%+249
PFIZER INC(PFE)011,854+11,85403930.00%+393
DEVON ENERGY CORP NEW(DVN)19,37419,161-2139379140.01%-23
KELLANOVA03,700+3,70002200.00%+220
HELLO GROUP INC(MOMO)53,68469,680+15,9965164860.01%-30
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