Fund HoldingsCapital Wealth Planning, LLC

Total Portfolio Value
$15.45B
Total Bought
$2.85B
Total Sold
$1.79B
Net Transaction
+$1.06B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
WALMART INC(WMT)03,992,835+3,992,8350447,0342.89%+447,034
SPDR SERIES TRUST
ST STR BLO 1 ETF
04,808,345+4,808,3450439,3862.84%+439,386
MERCK & CO INC(MRK)3,191,4425,004,197+1,812,755267,858529,2333.43%+261,375
MARATHON PETE CORP(MPC)01,498,124+1,498,1240245,1571.59%+245,157
AMGEN INC(AMGN)01,447,173+1,447,1730473,8683.07%+473,868
COCA COLA CO(KO)04,209,075+4,209,0750292,8941.90%+292,894
RTX CORPORATION(RTX)4,034,0144,290,398+256,384675,012793,7485.14%+118,737
INTERNATIONAL BUSINESS MACHS(IBM)02,444,051+2,444,0510719,3944.66%+719,394
AMPLIFY ETF TR1,924,5422,841,417+916,875192,772284,7361.84%+91,964
AMERICAN EXPRESS CO(AXP)2,169,2422,152,624-16,618720,535798,5465.17%+78,011
VISA INC(V)2,025,5822,171,043+145,461691,493757,8964.91%+66,403
CME GROUP INC(CME)2,532,5062,709,146+176,640684,258736,1964.77%+51,939
MICROSOFT CORP(MSFT)1,434,4901,649,156+214,666742,994790,8935.12%+47,899
GOLDMAN SACHS GROUP INC(GS)987,583935,946-51,637786,462834,1415.40%+47,679
JPMORGAN CHASE & CO.(JPM)2,371,6942,455,895+84,201748,103794,2615.14%+46,158
MCDONALDS CORP(MCD)1,762,2851,875,794+113,509535,541571,4843.70%+35,943
TJX COS INC NEW(TJX)4,119,6984,084,687-35,011595,461628,5984.07%+33,137
NVIDIA CORPORATION(NVDA)209,238359,648+150,41039,04067,0740.43%+28,035
CHEVRON CORP NEW(CVX)2,574,3462,744,140+169,794399,770422,3682.73%+22,598
ALPHABET INC(GOOG)90,433130,025+39,59221,98440,6980.26%+18,714
AMAZON COM INC(AMZN)90,354153,336+62,98219,83935,3930.23%+15,554
BROADCOM INC(AVGO)48,89385,118+36,22516,13029,4590.19%+13,329
RYANAIR HOLDINGS PLC(RYAAY)0173,073+173,073012,5480.08%+12,548
DUKE ENERGY CORP NEW(DUK)2,443,8862,678,696+234,810302,431314,2502.03%+11,819
ASTRAZENECA PLC(AZN)104,642206,389+101,7478,02818,8990.12%+10,871
BANK MONTREAL QUE16,80596,785+79,9802,18912,7950.08%+10,606
TESLA INC(TSLA)31,80554,739+22,93414,14424,6170.16%+10,473
BANCO MACRO SA(BMA)0116,905+116,905010,3780.07%+10,378
TAIWAN SEMICONDUCTOR MFG LTD(TSM)61,69984,919+23,22017,23227,1410.18%+9,909
RIO TINTO PLC(RIO)0121,628+121,62809,9040.06%+9,904
ASML HOLDING N V
N Y REGISTRY SHS
10,06416,154+6,0909,74318,8000.12%+9,057
ADVANCED MICRO DEVICES INC(AMD)50,43080,108+29,6788,15917,1560.11%+8,997
MICRON TECHNOLOGY INC(MU)030,408+30,40808,6790.06%+8,679
BANCO BILBAO VIZCAYA ARGENTA(BBVA)479,089741,337+262,2489,22217,7850.12%+8,562
ABBVIE INC(ABBV)035,818+35,81808,1840.05%+8,184
BAIDU INC054,067+54,06708,1260.05%+8,126
SUMITOMO MITSUI FINL GROUP I(SMFG)786,8651,083,145+296,28013,17221,0670.14%+7,895
ARCELORMITTAL SA LUXEMBOURG(MT)91,992235,750+143,7583,32611,1270.07%+7,802
NOVARTIS AG(NVS)118,905163,545+44,64015,24822,6580.15%+7,409
VODAFONE GROUP PLC NEW(VOD)549,1351,028,112+478,9776,37013,7150.09%+7,345
ENI S P A(E)146,084306,408+160,3245,10611,9620.08%+6,857
ASE TECHNOLOGY HLDG CO LTD(ASX)272,758577,950+305,1923,0259,7440.06%+6,719
ELBIT SYS LTD(ESLT)6,62716,559+9,9323,3789,8020.06%+6,424
BANCO SANTANDER SA(SAN)500,176939,147+438,9715,24211,3360.07%+6,094
SOUTHERN COPPER CORP(SCCO)91,716115,569+23,85311,13117,1840.11%+6,053
BARCLAYS PLC666,132758,712+92,58013,76919,7640.13%+5,996
ATOUR LIFESTYLE HLDGS LTD(ATAT)259,235393,627+134,3929,74515,6940.10%+5,949
EMBRAER S.A.(EMBJ)200,033275,273+75,24012,09218,0110.12%+5,919
PALANTIR TECHNOLOGIES INC(PLTR)10,74043,414+32,6741,9597,7170.05%+5,758
CAMECO CORP(CCJ)0150,738+150,738014,8570.10%+14,857
ALIBABA GROUP HLDG LTD(BABA)134,406189,136+54,73024,02229,4180.19%+5,396
ELI LILLY & CO(LLY)012,781+12,781013,7350.09%+13,735
CISCO SYS INC(CSCO)76,738134,744+58,0065,25010,3270.07%+5,077
IMPERIAL OIL LTD(IMO)91,692149,262+57,5708,32013,2980.09%+4,978
KOREA ELEC PWR CORP(KEP)380,348595,498+215,1504,9649,9210.06%+4,957
HASBRO INC(HAS)47,378102,547+55,1693,5948,4090.05%+4,815
SELECT SECTOR SPDR TR
ST STR FINL ETF
086,259+86,25904,7240.03%+4,724
ENBRIDGE INC(ENB)215,415322,615+107,20010,87015,5240.10%+4,654
BRITISH AMERN TOB PLC(BTI)175,224246,415+71,1919,30113,9350.09%+4,634
ALTRIA GROUP INC(MO)55,809143,289+87,4803,6878,2620.05%+4,575
GRUPO CIBEST SA284,643306,071+21,42814,78419,3440.13%+4,559
SHOPIFY INC(SHOP)027,195+27,19504,3780.03%+4,378
ALLSTATE CORP(ALL)20,89541,434+20,5394,4858,6240.06%+4,139
CENCORA INC14,35125,097+10,7464,4858,4770.05%+3,991
NETEASE INC(NTES)76,751105,551+28,80011,66515,5750.10%+3,910
ROCKET LAB CORP(RKLB)059,731+59,73104,1670.03%+4,167
CEMEX SAB DE CV(CX)205,590487,739+282,1491,8485,6430.04%+3,795
TOTALENERGIES SE(TTE)053,381+53,38103,5500.02%+3,550
UNITY SOFTWARE INC(U)49,069123,087+74,0181,9655,4370.04%+3,472
JINKOSOLAR HLDG CO LTD(JKS)0118,079+118,07903,2990.02%+3,299
VISTRA CORP(VST)020,131+20,13103,2480.02%+3,248
INTEL CORP(INTC)087,925+87,92503,2440.02%+3,244
LATAM AIRLINES GROUP SA(LTM)056,924+56,92403,1070.02%+3,107
BOEING CO(BA)13,85928,034+14,1752,9916,0870.04%+3,096
NU HLDGS LTD(NU)0175,435+175,43502,9370.02%+2,937
INTUITIVE SURGICAL INC04,860+4,86002,7530.02%+2,753
AST SPACEMOBILE INC(ASTS)14,49247,397+32,9057113,4420.02%+2,731
APPLOVIN CORP(APP)04,025+4,02502,7120.02%+2,712
MARTIN MARIETTA MATLS INC(MLM)04,325+4,32502,6930.02%+2,693
APPLIED MATLS INC010,405+10,40502,6740.02%+2,674
GLOBAL X FDS
GLOBAL X COPPER
034,507+34,50702,4770.02%+2,477
AMERICA MOVIL SAB DE CV(AMX)214,828334,948+120,1204,5116,9230.04%+2,412
SPDR S&P 500 ETF TR(SPY)54,79157,003+2,21236,50138,8720.25%+2,371
SELECT SECTOR SPDR TR
ST STR INDL ETF
011,789+11,78901,8290.01%+1,829
COMPANHIA DE SANEAMENTO BASI(SBS)189,623268,584+78,9614,7206,5450.04%+1,826
EATON CORP PLC(ETN)7,01712,749+5,7322,6264,0610.03%+1,435
ROBINHOOD MKTS INC(HOOD)48,43873,825+25,3876,9358,3500.05%+1,414
CRH PLC
ORD
38,02746,975+8,9484,5595,9400.04%+1,380
PEPSICO INC(PEP)12,96420,703+7,7391,8212,9710.02%+1,151
INVESCO QQQ TR6,3037,720+1,4173,7844,7420.03%+958
STEEL DYNAMICS INC(STLD)05,000+5,00008470.01%+847
PETROLEO BRASILEIRO SA PETRO(PBR)0257,372+257,37203,0680.02%+3,068
PACCAR INC(PCAR)057,650+57,65006,3130.04%+6,313
ISHARES TR79,46583,208+3,7437,4207,9900.05%+571
MITSUBISHI UFJ FINL GROUP IN(MUFG)1,066,5911,098,901+32,31017,00117,5490.11%+548
NETFLIX INC(NFLX)9,504126,381+116,87711,39511,8490.08%+455
TIDEWATER INC NEW(TDW)07,900+7,90003990.00%+399
ABRDN ETFS019,100+19,10003730.00%+373
NEXTERA ENERGY INC(NEE)03,818+3,81803070.00%+307
WHEATON PRECIOUS METALS CORP(WPM)91,97489,630-2,34410,28610,5650.07%+278
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