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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 : 2024-03-31
  Total Value : $9,353,572,000
  Total Value Change : $619,034,000
  Securities Held Change : 0
   
All Securities Held : 137
  New Positions : 25
  Closed Positions : 30
  Increased Positions : 60
  Unchanged Positions : 6
  Decreased Positions : 46

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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 68 - $218.50 $1,841,000 8,000 0.02% 317,000 0 0.003    Property & Casualty I...
   (PH)1 Year Chart         PH Parker Hannifin Corp 107 - $561.13 $507,000 912 0.01% 87,000 0 0.001    Industrial Equipment ...
   (GE)1 Year Chart         GE General Electric Co 115 - $163.38 $374,000 2,133 0% 102,000 0 0    Conglomerates
   (COF)1 Year Chart         COF Capital One Financial Corp 118 - $142.56 $290,000 1,950 0% 34,000 0 0    Credit Services
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 119 - $205.55 $288,000 1,400 0% 23,000 0 0    Insurance Brokers
   (K)1 Year Chart         K Kellanova 133 - $61.86 $212,000 3,700 0% 5,000 0 0.001    Food - Major Diversified

      6 Records Found
  1    
Page 1 of 1
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