Long-term investor
Capital Wealth Planning, LLC @capitalwealthplanningllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001566728).
Record
- Tracked since 2025-06-30 (446 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +3.8% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAT · 6.4% · long · since 2025-06-30
- AAPL · 5.2% · long · since 2025-06-30
- GS · 5.1% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- JPM · 4.7% · long · since 2025-06-30
- AXP · 4.1% · long · since 2025-06-30
- AMGN · 3.7% · long · since 2025-06-30
- TJX · 3.6% · long · since 2025-06-30
- CME · 3.6% · long · since 2025-06-30
- CVX · 3.6% · long · since 2025-06-30
- IBM · 3.3% · long · since 2025-06-30
- V · 3.1% · long · since 2025-06-30