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  Name: Capital Wealth Planning LLC
  City: NAPLES
  State: FL
  Zip: 34108
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $8,734,538,000
  Total Value Change : $600,684,000
  Securities Held Change : 1
   
All Securities Held : 137
  New Positions : 32
  Closed Positions : 31
  Increased Positions : 55
  Unchanged Positions : 4
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TRV)1 Year Chart         TRV Travelers Companies Inc 69 - $218.50 $1,524,000 8,000 0.02% 218,000 0 0.003    Property & Casualty I...
   (PH)1 Year Chart         PH Parker Hannifin Corp 114 - $561.13 $420,000 912 0% 65,000 0 0.001    Industrial Equipment ...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 131 - $205.55 $265,000 1,400 0% -1,000 0 0    Insurance Brokers
   (K)1 Year Chart         K Kellanova 134 - $61.86 $207,000 3,700 0% -13,000 0 0.001    Food - Major Diversified

      4 Records Found
  1    
Page 1 of 1
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