Capital Wealth Planning, LLC
CIK Number: 0001566728
10.81B
Market Value
129
# of Holdings
11 months
Avg. Holding Period
38.36%
Win Rate
33.34%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc. | 348.50 | -0.04% | 1.99M | +0.39% | 628.38M | 211.15 | 5.81% |
| 2 | GS | The Goldman Sac... | 549.73 | -1.76% | 1.09M | -3.54% | 621.91M | 273.86 | 5.75% |
| 3 | MSFT | Microsoft Corpo... | 434.81 | -0.31% | 1.37M | +8.65% | 576.42M | 251.81 | 5.33% |
| 4 | JPM | JPMorgan Chase ... | 249.51 | -1.21% | 2.4M | -4.01% | 575.34M | 143.53 | 5.32% |
| 5 | HON | Honeywell Inter... | 210.12 | -1.93% | 2.53M | +13.95% | 570.67M | 212.14 | 5.28% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.