Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$10.72B
Total Bought
$1.87B
Total Sold
$929.95M
Net Transaction
+$940.11M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMERICAN EXPRESS CO(AXP)1,1121,243,855+1,242,743257337,3333.15%+337,076
META PLATFORMS INC(META)11,972389,860+377,8886,037223,1712.08%+217,135
AMPLIFY ETF TR01,794,812+1,794,8120179,8761.68%+179,876
INTERNATIONAL BUSINESS MACHS(IBM)01,994,695+1,994,6950440,9874.11%+440,987
APPLE INC(AAPL)2,191,8142,508,723+316,909461,640584,5325.45%+122,893
CATERPILLAR INC(CAT)01,483,519+1,483,5190580,2345.41%+580,234
AMGEN INC(AMGN)1,226,0271,559,775+333,748383,072502,5754.69%+119,503
HOME DEPOT INC(HD)01,438,306+1,438,3060582,8025.44%+582,802
UNITEDHEALTH GROUP INC(UNH)1,016,9521,009,802-7,150517,893590,4115.51%+72,518
VISA INC(V)01,980,653+1,980,6530544,5815.08%+544,581
HONEYWELL INTL INC(HON)1,837,9592,216,995+379,036392,478458,2754.28%+65,797
FREEPORT-MCMORAN INC(FCX)5,943,0747,047,746+1,104,672288,833351,8233.28%+62,990
GOLDMAN SACHS GROUP INC(GS)1,112,0601,125,962+13,902503,007557,4755.20%+54,468
SPON ADR CL D(WMT)04,463,865+4,463,8650360,4573.36%+360,457
CME GROUP INC(CME)01,439,325+1,439,3250317,5872.96%+317,587
PROCTER AND GAMBLE CO(PG)2,952,4553,033,160+80,705486,919525,3434.90%+38,424
VERIZON COMMUNICATIONS INC(VZ)6,973,8387,192,960+219,122287,601323,0363.01%+35,435
JPMORGAN CHASE & CO.(JPM)2,458,1252,500,288+42,163497,180527,2114.92%+30,031
CHEVRON CORP NEW(CVX)02,061,661+2,061,6610303,6212.83%+303,621
DUKE ENERGY CORP NEW(DUK)0953,763+953,7630109,9691.03%+109,969
FASTENAL CO(FAST)01,177,900+1,177,900084,1260.78%+84,126
ELI LILLY & CO(LLY)6,02711,625+5,5985,45710,2990.10%+4,842
PETROLEO BRASILEIRO SA PETRO(PBR)0269,822+269,82203,8880.04%+3,888
SPDR S&P 500 ETF TR(SPY)48,85952,178+3,31926,59029,9380.28%+3,348
INVESCO QQQ TR17,47023,991+6,5218,37011,7090.11%+3,339
AGNICO EAGLE MINES LTD(AEM)041,603+41,60303,3520.03%+3,352
NOVO-NORDISK A S(NVO)021,892+21,89202,6070.02%+2,607
ALIBABA GROUP HLDG LTD(BABA)32,03045,768+13,7382,3064,8570.05%+2,551
MAKEMYTRIP LIMITED MAURITIUS
SHS
026,999+26,99902,5100.02%+2,510
SPDR GOLD TR(GLD)020,690+20,69005,0290.05%+5,029
DIAGEO PLC(DEO)015,495+15,49502,1750.02%+2,175
SAP SE(SAP)18,88325,999+7,1163,8095,9560.06%+2,147
ENBRIDGE INC(ENB)052,580+52,58002,1350.02%+2,135
PEPSICO INC(PEP)4,59515,571+10,9767582,6480.02%+1,890
ASTRAZENECA PLC(AZN)26,28148,622+22,3412,0503,7880.04%+1,738
NVIDIA CORPORATION(NVDA)10,98725,182+14,1951,3573,0580.03%+1,701
PHILIP MORRIS INTL INC(PM)25,16134,892+9,7312,5504,2360.04%+1,686
NOVARTIS AG(NVS)23,86335,470+11,6072,5404,0800.04%+1,539
SOUTHERN COPPER CORP(SCCO)21,56032,934+11,3742,3233,8090.04%+1,487
TEVA PHARMACEUTICAL INDS LTD(TEVA)161,350226,585+65,2352,6224,0830.04%+1,461
SK TELECOM LTD(SKM)060,025+60,02501,4270.01%+1,427
BANCO MACRO SA(BMA)11,19832,327+21,1296422,0530.02%+1,411
BARCLAYS PLC237,750299,235+61,4852,5463,6360.03%+1,089
YPF SOCIEDAD ANONIMA(YPF)68,068111,971+43,9031,3702,3750.02%+1,005
CANADIAN NAT RES LTD(CNQ)91,652127,907+36,2553,2634,2480.04%+985
COUPANG INC(CPNG)126,052141,675+15,6232,6413,4780.03%+837
SOUTHERN CO(SO)08,872+8,87208000.01%+800
CAMECO CORP(CCJ)89,738108,814+19,0764,4155,1970.05%+782
ASML HOLDING N V
N Y REGISTRY SHS
1,8663,203+1,3371,9082,6690.02%+760
VODAFONE GROUP PLC NEW(VOD)253,403296,722+43,3192,2482,9730.03%+725
RELX PLC(RELX)90,677102,734+12,0574,1604,8760.05%+715
EMBRAER S.A.(EMBJ)083,637+83,63702,9580.03%+2,958
TESLA INC(TSLA)2,3684,190+1,8224691,0960.01%+628
GRUPO FINANCIERO GALICIA S.A(GGAL)014,296+14,29606020.01%+602
AMAZON COM INC(AMZN)8,65811,980+3,3221,6732,2320.02%+559
ALPHABET INC(GOOG)012,070+12,07002,0020.02%+2,002
PALANTI TECHNOLOGIES INC(PLTR)013,346+13,34604960.00%+496
LINDE PLC(LIN)01,034+1,03404930.00%+493
UNION PAC CORP(UNP)24,70924,677-325,5916,0820.06%+492
ICICI BANK LIMITED(IBN)143,425154,514+11,0894,1324,6120.04%+480
UBIQUITI INC(UI)01,971+1,97104370.00%+437
IRON MTN INC DEL(IRM)03,655+3,65504340.00%+434
COMFORT SYS USA INC(FIX)01,101+1,10104300.00%+430
A-MARK PRECIOUS METALS INC(GOLD)09,600+9,60004240.00%+424
UNITED STS OIL FD LP(USO)05,488+5,48803840.00%+384
ADVANCED MICRO DEVICES INC(AMD)02,322+2,32203810.00%+381
BURLINGTON STORES INC(BURL)01,446+1,44603810.00%+381
QUEST DIAGNOSTICS INC(DGX)23,09322,792-3013,1613,5380.03%+377
BANCO SANTANDER S.A.(SAN)360,704388,615+27,9111,6701,9820.02%+312
INTUITIVE SURGICAL INC0628+62803090.00%+309
NAVIOS MARITIME PARTNERS L P(NMM)04,400+4,40002760.00%+276
STRYKER CORPORATION(SYK)015,090+15,09005,4510.05%+5,451
BROADCOM INC(AVGO)05,146+5,14608880.01%+888
TRAVELERS COMPANIES INC(TRV)8,0008,00001,6271,8730.02%+246
BERKSHIRE HATHAWAY INC DEL3,8403,863+231,5621,7780.02%+216
NEXTERA ENERGY INC(NEE)02,530+2,53002140.00%+214
LOCKHEED MARTIN CORP(LMT)0362+36202120.00%+212
COLGATE PALMOLIVE CO(CL)01,995+1,99502070.00%+207
ALLSTATE CORP(ALL)01,092+1,09202070.00%+207
CENCORA INC0914+91402060.00%+206
PROSHARES TR II(AGQ)07,888+7,88802010.00%+201
COCA-COLA FEMSA SAB DE CV(KOF)20,56822,154+1,5861,7661,9660.02%+200
INTERCONTINENTAL HOTELS GROU(IHG)24,25725,032+7752,5702,7660.03%+196
NATERA INC(NTRA)2,3073,489+1,1822504430.00%+193
FERRARI N V
COM
9,1858,370-8153,7513,9350.04%+184
SPOTIFY TECHNOLOGY S A(SPOT)8101,134+3242544180.00%+164
TOTALENERGIES SE(TTE)53,47357,607+4,1343,5663,7230.03%+157
EQUINIX INC(EQIX)0139+13901230.00%+123
MONDELEZ INTL INC(MDLZ)9,55010,071+5216257420.01%+117
PARKER-HANNIFIN CORP(PH)91291204615760.01%+115
QUALCOMM INC(QCOM)1,5112,350+8393014000.00%+99
NETFLIX INC(NFLX)1,0331,118+856977930.01%+96
BANCOLOMBIA S A82,61188,994+6,3832,6972,7930.03%+95
COCA COLA CO(KO)010,252+10,25207370.01%+737
T-MOBILE US INC(TMUS)2,9702,981+115236150.01%+92
AMPLIFY ETF TR36,53036,457-731,4141,5020.01%+88
PROSHARES TR374,817402,110+27,2934,2774,3630.04%+86
KELLANOVA3,7003,70002132990.00%+85
NRG ENERGY INC(NRG)0928+9280850.00%+85
VIPER ENERGY INC(VNOM)01,763+1,7630800.00%+80
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