Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$10.81B
Total Bought
$1.63B
Total Sold
$1.32B
Net Transaction
+$305.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
CME GROUP INC(CME)1,439,3252,435,823+996,498317,587565,6715.23%+248,084
RTX CORPORATION(RTX)01,869,511+1,869,5110216,3402.00%+216,340
TJX COS INC NEW(TJX)03,658,245+3,658,2450441,9534.09%+441,953
SPDR SER TR
ST STR BLO 1 ETF
05,100,385+5,100,3850466,3284.31%+466,328
META PLATFORMS INC(META)389,860582,789+192,929223,171341,2293.16%+118,057
AMERICAN EXPRESS CO(AXP)1,243,8551,517,668+273,813337,333450,4294.17%+113,095
DUKE ENERGY CORP NEW(DUK)953,7632,065,344+1,111,581109,969222,5202.06%+112,551
HONEYWELL INTL INC(HON)2,216,9952,526,311+309,316458,275570,6685.28%+112,393
VISA INC(V)1,980,6531,988,298+7,645544,581628,3825.81%+83,801
GOLDMAN SACHS GROUP INC(GS)1,125,9621,086,077-39,885557,475621,9105.75%+64,435
JPMORGAN CHASE & CO.(JPM)2,500,2882,400,139-100,149527,211575,3375.32%+48,127
MICROSOFT CORP(MSFT)01,367,544+1,367,5440576,4205.33%+576,420
SPDR DOW JONES INDL AVERAGE(DIA)098,785+98,785042,0330.39%+42,033
INTERNATIONAL BUSINESS MACHS(IBM)1,994,6952,072,893+78,198440,987455,6844.21%+14,697
CHEVRON CORP NEW(CVX)2,061,6612,189,879+128,218303,621317,1822.93%+13,561
AMPLIFY ETF TR1,794,8121,904,526+109,714179,876190,8721.77%+10,996
PROSHARES TR
SHOR S&P 500 NEW
0103,611+103,61104,3910.04%+4,391
SPDR SER TR
ST STR SP METAL
087,644+87,64404,9740.05%+4,974
FLUTTER ENTMT PLC(FLUT)013,162+13,16203,4020.03%+3,402
RAYMOND JAMES FINL INC(RJF)094,260+94,260014,6410.14%+14,641
SELECT SECTOR SPDR TR
ST STR FINL ETF
062,921+62,92103,0410.03%+3,041
TAIWAN SEMICONDUCTOR MFG LTD(TSM)019,324+19,32403,8160.04%+3,816
QUEST DIAGNOSTICS INC(DGX)22,79238,738+15,9463,5385,8440.05%+2,306
ENBRIDGE INC(ENB)52,580104,199+51,6192,1354,4210.04%+2,286
INFOSYS LTD(INFY)097,654+97,65402,1410.02%+2,141
MCDONALDS CORP(MCD)0773,044+773,0440224,0982.07%+224,098
NU HLDGS LTD(NU)0182,623+182,62301,8920.02%+1,892
BARCLAYS PLC299,235401,701+102,4663,6365,3390.05%+1,703
FULL TRUCK ALLIANCE CO LTD(YMM)0128,935+128,93501,3950.01%+1,395
TEVA PHARMACEUTICAL INDS LTD(TEVA)226,585246,601+20,0164,0835,4350.05%+1,352
GERDAU SA(GGB)0444,090+444,09001,2790.01%+1,279
AGNICO EAGLE MINES LTD(AEM)41,60359,055+17,4523,3524,6190.04%+1,267
FUTU HLDGS LTD(FUTU)013,381+13,38101,0700.01%+1,070
MITSUBISHI UFJ FINL GROUP IN(MUFG)0319,363+319,36303,7430.03%+3,743
PACCAR INC(PCAR)056,193+56,19305,8450.05%+5,845
SUMITOMO MITSUI FINL GROUP I(SMFG)0153,472+153,47202,2240.02%+2,224
SPDR S&P 500 ETF TR(SPY)52,17852,412+23429,93830,7180.28%+780
JINKOSOLAR HLDG CO LTD(JKS)030,209+30,20907520.01%+752
WHEATON PRECIOUS METALS CORP(WPM)013,132+13,13207390.01%+739
CRH PLC
ORD
036,715+36,71503,3970.03%+3,397
FASTENAL CO(FAST)1,177,9001,177,900084,12684,7030.78%+577
CAMECO CORP(CCJ)108,814111,855+3,0415,1975,7480.05%+551
SK TELECOM LTD(SKM)60,02593,417+33,3921,4271,9650.02%+539
PETROLEO BRASILEIRO SA PETRO(PBR)269,822342,752+72,9303,8884,4080.04%+520
ISHARES TR02,150+2,15003980.00%+398
EMBRAER S.A.(EMBJ)83,63791,013+7,3762,9583,3380.03%+380
WORKIVA INC(WK)03,000+3,00003290.00%+329
ENOVIX CORPORATION(ENVX)028,000+28,00003040.00%+304
TIDEWATER INC NEW(TDW)05,500+5,50003010.00%+301
ORACLE CORP(ORCL)01,605+1,60502670.00%+267
MICROSTRATEGY INC(MSTR)01,037+1,03703000.00%+300
BANCOLOMBIA S A88,99496,850+7,8562,7933,0520.03%+259
ISHARES TR01,747+1,74702430.00%+243
TARGA RES CORP(TRGP)01,308+1,30802330.00%+233
RELX PLC(RELX)102,734111,806+9,0724,8765,0780.05%+202
SOUTHERN COPPER CORP(SCCO)32,93443,961+11,0273,8094,0060.04%+197
CENCORA INC9141,537+6232063450.00%+140
LOCKHEED MARTIN CORP(LMT)362716+3542123480.00%+136
ALLSTATE CORP(ALL)1,0921,757+6652073390.00%+132
COLGATE PALMOLIVE CO(CL)1,9953,607+1,6122073280.00%+121
EQUINIX INC(EQIX)139243+1041232290.00%+106
TESLA INC(TSLA)4,1902,934-1,2561,0961,1850.01%+89
STRYKER CORPORATION(SYK)15,09015,376+2865,4515,5360.05%+85
TRAVELERS COMPANIES INC(TRV)8,0008,00001,8731,9270.02%+54
CANADIAN NAT RES LTD(CNQ)127,907139,203+11,2964,2484,2970.04%+49
AMPLIFY ETF TR36,45737,846+1,3891,5021,5320.01%+30
ALPHABET INC(GOOG)01,272+1,27202420.00%+242
SCHWAB STRATEGIC TR013,693+13,69303170.00%+317
PARKER-HANNIFIN CORP(PH)91291205765800.01%+4
KELLANOVA3,7003,70002993000.00%+1
STATE STR CORP(STT)02,375+2,37502330.00%+233
BERKSHIRE HATHAWAY INC DEL3,8633,877+141,7781,7570.02%-21
TEXAS INSTRS INC(TXN)000000
MONOLITHIC PWR SYS INC(MPWR)000000
AMAZON COM INC(AMZN)11,9809,968-2,0122,2322,1870.02%-45
GE AEROSPACE(GE)02,133+2,13303560.00%+356
CONSTELLATION ENERGY CORP(CEG)01,326+1,32602970.00%+297
COINBASE GLOBAL INC(COIN)000000
BANCO SANTANDER S.A.(SAN)388,615422,967+34,3521,9821,9290.02%-53
GRUPO FINANCIERO GALICIA S.A(GGAL)14,2968,760-5,5366025460.01%-56
CISCO SYS INC(CSCO)026,878+26,87801,5910.01%+1,591
MARSH & MCLENNAN COS INC(MRSH)01,400+1,40002970.00%+297
BANCO MACRO SA(BMA)32,32720,582-11,7452,0531,9920.02%-61
FERRARI N V
COM
8,3709,106+7363,9353,8690.04%-66
INTUIT(INTU)000000
BANCO BILBAO VIZCAYA ARGENTA(BBVA)0302,764+302,76402,9430.03%+2,943
ADOBE INC(ADBE)000000
EXXON MOBIL CORP06,328+6,32806810.01%+681
VIPER ENERGY INC(VNOM)1,7630-1,763800-80
DEERE & CO(DE)02,015+2,01508540.01%+854
NRG ENERGY INC(NRG)9280-928850-85
BROADCOM INC(AVGO)5,1463,430-1,7168887950.01%-92
SPOTIFY TECHNOLOGY S A(SPOT)1,134676-4584183020.00%-115
BHP GROUP LTD014,056+14,05606860.01%+686
BURLINGTON STORES INC(BURL)1,446905-5413812580.00%-123
COSTCO WHSL CORP NEW(COST)0261+26102390.00%+239
ADVANCED MICRO DEVICES INC(AMD)2,3221,958-3643812370.00%-144
Rio Tinto PLC(RIO)022,961+22,96101,3500.01%+1,350
ABBVIE INC(ABBV)06,735+6,73501,1970.01%+1,197
NETFLIX INC(NFLX)1,118672-4467935990.01%-194
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