Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$8.73B
Total Bought
$1.77B
Total Sold
$1.65B
Net Transaction
+$123.72M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
CATERPILLAR INC(CAT)4,2851,182,453+1,178,1681,170349,6164.00%+348,446
BROADCOM INC(AVGO)741266,765+266,024615297,7763.41%+297,161
CME GROUP INC(CME)01,204,005+1,204,0050253,5632.90%+253,563
INTERNATIONAL BUSINESS MACHS(IBM)01,057,088+1,057,0880172,8871.98%+172,887
AMPLIFY ETF TR SAMSUNG SOFR ETF0992,716+992,716099,5591.14%+99,559
WALMART INC(WMT)2,117,1902,750,067+632,877338,602433,5484.96%+94,946
AGNICO EAGLE MINES LTD(AEM)01,614,344+1,614,344088,5471.01%+88,547
WASTE MGMT INC DEL(WM)0482,212+482,212086,3640.99%+86,364
SPDR DOW JONES INDL AVERAGE(DIA)27,849195,250+167,4019,32873,5840.84%+64,256
MICROSOFT CORP(MSFT)01,331,007+1,331,0070500,5125.73%+500,512
CISCO SYS INC(CSCO)3,271,6424,667,780+1,396,138175,883235,8162.70%+59,933
GOLDMAN SACHS GROUP INC(GS)1,253,3631,190,005-63,358405,551459,0685.26%+53,518
MCDONALDS CORP(MCD)01,521,249+1,521,2490451,0665.16%+451,066
JPMORGAN CHASE & CO(JPM)02,748,515+2,748,5150467,5225.35%+467,522
HOME DEPOT INC(HD)1,113,1431,074,745-38,398336,347372,4534.26%+36,106
VISA INC(V)01,854,544+1,854,5440482,8315.53%+482,831
FREEPORT-MCMORAN INC(FCX)4,294,9824,319,338+24,356160,160183,8742.11%+23,714
VERIZON COMMUNICATIONS INC(VZ)5,095,8264,940,883-154,943165,156186,2712.13%+21,116
UNITEDHEALTH GROUP INC(UNH)917,289905,171-12,118462,488476,5455.46%+14,057
FASTENAL CO(FAST)01,177,999+1,177,999076,2990.87%+76,299
COCA COLA CO(KO)3,728,9033,712,674-16,229208,744218,7882.50%+10,044
DEERE & CO(DE)0635,760+635,7600254,2212.91%+254,221
VANECK ETF TRUST
SEMICONDUCTR ETF
029,078+29,07805,0850.06%+5,085
JOHNSON & JOHNSON(JNJ)01,562,283+1,562,2830244,8722.80%+244,872
ELI LILLY & CO(LLY)07,716+7,71604,4980.05%+4,498
INVESCO QQQ TR14,41223,266+8,8545,1639,5280.11%+4,365
SPDR SER TR
ST STR SP METAL
068,298+68,29804,0860.05%+4,086
CRH PLC
ORD
030,964+30,96402,1410.02%+2,141
SPDR S&P 500 ETF TR(SPY)050,069+50,069023,7980.27%+23,798
GOLD FIELDS LTD(GFI)74,124185,900+111,7768052,6880.03%+1,883
PDD HOLDINGS INC(PDD)011,447+11,44701,6750.02%+1,675
FOMENTO ECONOMICO MEXICANO S(FMX)7,35318,809+11,4568032,4520.03%+1,649
CAMECO CORP(CCJ)050,318+50,31802,1690.02%+2,169
RELX PLC(RELX)31,18566,113+34,9281,0512,6220.03%+1,571
BANCO BILBAO VIZCAYA ARGENTA(BBVA)182,259332,450+150,1911,4673,0290.03%+1,561
PETROLEO BRASILEIRO SA PETRO(PBR)117,917203,983+86,0661,7683,2580.04%+1,490
MITSUBISHI UFJ FINL GROUP IN(MUFG)199,658361,515+161,8571,6953,1130.04%+1,418
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,47822,576+11,0989972,3480.03%+1,350
TOTALENERGIES SE(TTE)19,72138,420+18,6991,2972,5890.03%+1,292
TIM S A(TIMB)41,42296,935+55,5136171,7900.02%+1,173
SUMITOMO MITSUI FINL GROUP I(SMFG)0117,331+117,33101,1360.01%+1,136
ENI S P A(E)19,90751,136+31,2296351,7390.02%+1,104
TOYOTA MOTOR CORP(TM)3,5119,291+5,7806311,7040.02%+1,073
COMPANHIA PARANAENSE DE ENER0122,029+122,02901,0350.01%+1,035
STRYKER CORPORATION(SYK)7,91710,659+2,7422,1633,1920.04%+1,028
ASE TECHNOLOGY HLDG CO LTD(ASX)113,654196,638+82,9848551,8500.02%+996
ICICI BANK LIMITED(IBN)54,85094,870+40,0201,2682,2620.03%+994
EQUINOR ASA(EQNR)11,79242,675+30,8833871,3500.02%+964
EMBRAER S.A.(EMBJ)049,819+49,81909190.01%+919
TENARIS S A(TS)31,96855,290+23,3221,0101,9220.02%+912
NETEASE INC(NTES)10,36020,841+10,4811,0381,9420.02%+904
MINISO GROUP HLDG LTD(MNSO)28,85479,671+50,8177471,6250.02%+878
XP INC(XP)031,537+31,53708220.01%+822
INTERCONTINENTAL HOTELS GROU(IHG)08,586+8,58607830.01%+783
NOVO-NORDISK A S(NVO)07,564+7,56407820.01%+782
ECOPETROL S A(EC)56,025119,520+63,4956491,4250.02%+776
SHELL PLC(SHEL)15,12026,160+11,0409731,7210.02%+748
INTEL CORP(INTC)013,852+13,85206960.01%+696
FERRARI N V
COM
1,4733,300+1,8274351,1170.01%+681
PACCAR INC(PCAR)60,17159,199-9725,1165,7810.07%+665
JOYY INC(JOYY)10,66926,085+15,4164071,0360.01%+629
ENEL CHILE S.A.(ENIC)70,000257,155+187,1552078330.01%+626
TERNIUM SA(TX)17,24929,807+12,5586881,2660.01%+578
ULTRAPAR PARTICIPACOES SA(UGP)0102,808+102,80805570.01%+557
RAYMOND JAMES FINL INC(RJF)0102,023+102,023011,3760.13%+11,376
META PLATFORMS INC(META)15,75014,814-9364,7285,2440.06%+515
NOVARTIS AF(NVS)10,79415,936+5,1421,0991,6090.02%+510
HSBC HLDGS PLC(HSBC)16,14527,921+11,7766371,1320.01%+495
COCA-COLA FEMSA SAB DE CV(KOF)15,95418,254+2,3001,2511,7280.02%+476
NETFLIX INC(NFLX)01,445+1,44507040.01%+704
T-MOBILE US INC(TMUS)02,740+2,74004390.01%+439
ADVANCED MICRO DEVICES INC(AMD)02,901+2,90104280.00%+428
ASML HOLDINGS N V
N Y REGISTRY SHS
1,7011,853+1521,0011,4030.02%+401
BANCO MACRO SA(BMA)18,48626,292+7,8063657550.01%+390
BANCO SANTANDER S.A.(SAN)093,013+93,01303850.00%+385
COSTCO WHSL CORP NEW(COST)5911,088+4973347180.01%+384
COMCAST CORP NEW(CCZ)08,754+8,75403840.00%+384
AMERICA MOVIL SAB DE CV(AMX)043,413+43,41308040.01%+804
VALE S A18,55738,669+20,1122496130.01%+365
NVIDIA CORPORATION(NVDA)4801,151+6712095700.01%+361
SPDR GOLD TR(GLD)22,25321,813-4403,8154,1700.05%+355
ENOVIX CORPORATION(ENVX)025,000+25,00003130.00%+313
SONY GROUP CORPORATION(SONY)12,04613,654+1,6089931,2930.01%+300
RIO TINTO PLC(RIO)8,96411,608+2,6445708640.01%+294
NEUROCRINE BIOSCIENCES INC(NBIX)02,215+2,21502920.00%+292
REGIONS FINANCIAL CORP NEW(RF)015,000+15,00002910.00%+291
ARISTA NETWORKS INC01,189+1,18902800.00%+280
NUTANIX INC(NTNX)05,788+5,78802760.00%+276
UNION PAC CORP(UNP)06,393+6,39301,5700.02%+1,570
IONIS PHARMACEUTICALS INC(IONS)05,408+5,40802740.00%+274
AKAMAI TECHNOLOGIES INC(AKAM)02,286+2,28602710.00%+271
NEWMARKET CORP(NEU)0483+48302640.00%+264
HDFC BANK LTD(HDB)10,53412,910+2,3766228660.01%+245
COMPANHIA PARANAENSE DE ENER(ELPC)029,668+29,66802330.00%+233
TRAVELERS COMPANIES INC(TRV)08,000+8,00001,5240.02%+1,524
ALPHABET INC(GOOG)01,423+1,42302010.00%+201
ALPHABET INC(GOOG)16,67316,702+292,1822,3330.03%+151
AMPLIFY ETF TR28,08430,612+2,5289751,1190.01%+144
ASTRAZENECA PLC(AZN)10,10011,948+1,8486848050.01%+121
PARKER-HANNIFIN CORP(PH)91291203554200.00%+65
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