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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
31
2
3
1
1
0
13
2
0
CAPITAL WEALTH PLANNING LLC

Time Period2018-03-31

Total Holdings233

Total Value ($x1000)143,884
Activities
New135

Increased8

Unchanged87

Decreased3

Sold Out13

Top 10 Stock Holdingstotal 60.23%
FAST25.27

UPS8.33

SPY7.99

XOM5.04

GS2.55

 
JPM2.45

AAPL2.32

AFL2.17

PG2.09

CVX2.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FAST
25.27%
COM
UPS
8.33%
CL B
SPY
7.99%
TR UNIT
XOM
5.04%
COM
GS
2.55%
COM
JPM
2.45%
COM
AAPL
2.32%
COM
AFL
2.17%
COM
PG
2.09%
COM
CVX
2.02%
COM
PEP
1.77%
COM
DIA
1.77%
UT SER 1
JNJ
1.66%
COM
V
1.66%
COM CL A
HD
1.65%
COM
UNH
1.56%
COM
SBAC
1.48%
CL A
WMT
1.46%
COM
CAT
1.41%
COM
D
1.23%
COM
TRV
1.18%
COM
BA
1.15%
COM
MSFT
0.95%
COM
NVDA
0.8%
COM
MMM
0.8%
COM
UTX
0.79%
COM
FB
0.78%
CL A
VLO
0.75%
CALL
DWDP
0.69%
COM
PFL
0.67%
COM
BP
0.66%
SPONSORED ADR
BAC
0.64%
COM
SH
0.61%
PSHS SHRT S&P500
ADM
0.59%
COM
VZ
0.59%
COM
LOW
0.58%
COM
AMGN
0.55%
COM
RF
0.45%
COM
EWH
0.44%
MSCI HONG KG ETF
T
0.4%
COM
BMY
0.4%
COM
PM
0.36%
COM
EWU
0.33%
MSCI UTD KNGDM
NEE
0.3%
COM
STT
0.29%
COM
WFC
0.29%
COM
MRK
0.28%
COM
EFA
0.28%
MSCI EAFE ETF
AMERICAN...
0.27%
E
QCOM
0.25%
COM
PTLC
0.24%
TRENDP 750 ETF
NOBL
0.22%
S&P 500 ARISTO
DUK
0.22%
COM NEW
ISHARES ...
0.22%
E
INTC
0.2%
COM
BRK.B
0.19%
CL B NEW
SLB
0.18%
COM
MCD
0.17%
COM
K
0.17%
COM
PTMC
0.17%
TRENDP 450 ETF
MS
0.16%
COM NEW
HON
0.16%
CALL
STANDARD...
0.16%
E
UNITED P...
0.15%
PRN
ILTB
0.15%
CORE L/T USB ETF
AMERICAN...
0.15%
E
AMERICAN...
0.15%
E
ABC
0.15%
COM
FAST
0.14%
CALL
PRIMECAP...
0.14%
E
EXC
0.14%
COM
SCHG
0.14%
US LCAP GR ETF
JANUS BA...
0.14%
E
AXP
0.14%
COM
GLD
0.14%
GOLD SHS
FRANKLIN...
0.13%
E
GE
0.13%
COM
SAN
0.09%
ADR
LOCORR S...
0.08%
E
FORD HOL...
0.08%
PRN
AMLP
0.07%
ALERIAN MLP
PVD
0.06%
SPONSORED ADR
CLF
0.06%
COM
PFIZER I...
0.04%
PRN
WAL MART...
0.04%
PRN
HOME DEP...
0.03%
PRN
ELI LILL...
0.03%
PRN
CHEVRON ...
0.03%
PRN
JOHNSON ...
0.03%
PRN
GEORGIA ...
0.03%
PRN
AMER EXP...
0.03%
PRN
SOUTHERN...
0.03%
PRN
PHILIP M...
0.03%
PRN
PARKER C...
0.03%
PRN
MICROSOF...
0.03%
PRN
COLLIER ...
0.03%
PRN
NJ ECON ...
0.02%
PRN
PIERCE C...
0.02%
PRN
JCP
0.02%
COM
LEE MEM ...
0.02%
PRN
WISCONSI...
0.02%
PRN
PFIZER I...
0.02%
PRN
ATLANTIC...
0.02%
PRN
PALM BEA...
0.02%
PRN
NC ST LT...
0.02%
PRN
ARIZONA ...
0.02%
PRN
MIAMI-DA...
0.02%
PRN
ONSLOW N...
0.02%
PRN
CONNECTI...
0.02%
PRN
TRIBORO ...
0.02%
PRN
MICHIGAN...
0.02%
PRN
MINNESOT...
0.02%
PRN
KY INFRA...
0.02%
PRN
ONONDAGA...
0.02%
PRN
AZ BRD R...
0.02%
PRN
NEW YORK...
0.02%
PRN
MORGAN S...
0.02%
PRN
CARTER C...
0.02%
PRN
SOUTH CA...
0.02%
PRN
MCKLNBRG...
0.02%
PRN
KING CNT...
0.02%
PRN
CECIL CN...
0.02%
PRN
SAN FRAN...
0.02%
PRN
FL GULF ...
0.02%
PRN
ISLE WIG...
0.02%
PRN
ALLEN TX...
0.02%
PRN
KENTUCKY...
0.02%
PRN
BERKSHIR...
0.02%
PRN
MICROSOF...
0.02%
PRN
MET TRAN...
0.02%
PRN
GE CAPIT...
0.02%
PRN
JOHN DEE...
0.02%
PRN
WESTPAC ...
0.02%
PRN
NATIONAL...
0.02%
PRN
TORONTO-...
0.02%
PRN
APPLE IN...
0.02%
PRN
CHEVRON ...
0.02%
PRN
ALCOA IN...
0.02%
PRN
BANK OF ...
0.02%
PRN
KY ST TP...
0.02%
PRN
JOHNSON ...
0.02%
PRN
LAM RESE...
0.02%
PRN
US TREAS...
0.02%
PRN
EXXON MO...
0.02%
PRN
BNP PARI...
0.02%
PRN
LLOYDS T...
0.02%
PRN
ROYAL BK...
0.02%
PRN
EXXON MO...
0.02%
PRN
LOUISVIL...
0.02%
PRN
UNITEDHE...
0.02%
PRN
WELLS FA...
0.02%
PRN
APPLE IN...
0.02%
PRN
CALL UPS...
0.02%
CALL
MARSH & ...
0.02%
PRN
NEW JERS...
0.02%
PRN
DEERE JO...
0.02%
PRN
NEW JERS...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
GENL MOT...
0.01%
PRN
CHEVRON ...
0.01%
PRN
DALLAS F...
0.01%
PRN
DEERE JO...
0.01%
PRN
ST LOUIS...
0.01%
PRN
NEW JERS...
0.01%
PRN
PUERTO R...
0.01%
PRN
US TREAS...
0.01%
PRN
RAD
0.01%
COM
CURATORS...
0.01%
PRN
BERKSHIR...
0.01%
PRN
INTEL CO...
0.01%
PRN
FNMA NOT...
0.01%
PRN
CALIFORN...
0.01%
PRN
PORT AUT...
0.01%
PRN
PEPSICO ...
0.01%
PRN
DUKE ENE...
0.01%
PRN
COASTAL ...
0.01%
PRN
COBB CNT...
0.01%
PRN
ALTRIA G...
0.01%
PRN
ENTERPRI...
0.01%
PRN
COLUMBIA...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
VALE OVE...
0.01%
PRN
US TREAS...
0.01%
PRN
UNITED P...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
MERCK & ...
0.01%
PRN
JEFFERIE...
0.01%
PRN
ST LOUIS...
0.01%
PRN
BP
0.01%
CALL
AMERICAN...
0.01%
PRN
APPLE IN...
0.01%
PRN
TVA BOND...
0.01%
PRN
ALLY FIN...
0.01%
PRN
SOUTHERN...
0.01%
PRN
ALABAMA ...
0.01%
PRN
ROYAL BA...
0.01%
PRN
MD ST GO...
0.01%
PRN
CORNING ...
0.01%
PRN
JACKSON ...
0.01%
PRN
EBAY INC...
0.01%
PRN
EXELON G...
0.01%
PRN
GILEAD S...
0.01%
PRN
GENERAL ...
0.01%
PRN
GE CAP C...
0.01%
PRN
GENERAL ...
0.01%
PRN
FORD MTR...
0.01%
PRN
FIFTH TH...
0.01%
PRN
FEDEX CO...
0.01%
PRN
FNMA NOT...
0.01%
PRN
MEDTRONI...
0.01%
PRN
COCA COL...
0.01%
PRN
POPLAR B...
0.01%
PRN
BOONE CN...
0.01%
PRN
CHSTRFIE...
0.01%
PRN
BLUE SPR...
0.01%
PRN
NJ ST TR...
0.01%
PRN
BERKSHIR...
0.01%
PRN
PSEC
0.01%
PRN
EXELON C...
0.01%
PRN
MORGAN S...
0.01%
PRN
MONSANTO...
0.01%
PRN
BOSTON S...
0.01%
PRN
FNMA 1.8...
0.01%
PRN
LONG ISL...
0.01%
PRN
RRI ENER...
0.01%
PRN
MIDDLESE...
< 0.01%
PRN
EMPLOYEE...
< 0.01%
PRN
RF
< 0.01%
CALL
FNMA FNR...
< 0.01%
PRN
MEDICAL ...
< 0.01%
E
LEHMAN B...
< 0.01%
PRN
EWT
< 0.01%
CALL
AFL
< 0.01%
CALL
FAST
55.78%
CALL
CREDIT S...
1.57%
E
US TREAS...
0.19%
PRN
BAC
0.13%
CALL
UPS
0.06%
CALL
XOM
0.02%
CALL
BLACKSTO...
0.02%
PRN
GOLDMAN ...
0.01%
PRN
FORD MTR...
0.01%
PRN
ALLY FIN...
0.01%
B
CANADIAN...
0.01%
PRN
WYNDHAM ...
0.01%
PRN
VZ
< 0.01%
CALL