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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
33
2
0
1
1
0
17
2
0
CAPITAL WEALTH PLANNING LLC

Time Period2018-06-30

Total Holdings89

Total Value ($x1000)143,660
Activities
New15

Increased16

Unchanged44

Decreased14

Sold Out159

Top 10 Stock Holdingstotal 60.71%
FAST22.31

SPY9.97

UPS8.47

CVX3.78

XOM3.07

 
UNH2.87

HD2.77

V2.75

PG2.5

JPM2.22

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FAST
22.31%
COM
SPY
9.97%
TR UNIT
UPS
8.47%
CL B
CVX
3.78%
COM
XOM
3.07%
COM
UNH
2.87%
COM
HD
2.77%
COM
V
2.75%
COM CL A
PG
2.5%
COM
JPM
2.22%
COM
AFL
2.13%
COM
MSFT
2.05%
COM
WMT
1.97%
COM
CME
1.82%
COM
DIA
1.8%
UT SER 1
CAT
1.69%
COM
AAPL
1.61%
COM
SBAC
1.44%
CL A
UTX
1.15%
COM
BA
1.11%
COM
MS
1.06%
COM NEW
NKE
1.03%
CL B
TJX
1.03%
COM
SO
0.99%
COM
FB
0.95%
CL A
PEP
0.94%
COM
CSX
0.94%
COM
DWDP
0.93%
COM
JNJ
0.83%
COM
NVDA
0.82%
COM
IBM
0.76%
COM
ABC
0.75%
COM
BP
0.74%
SPONSORED ADR
TRV
0.68%
COM
MMM
0.66%
COM
T
0.63%
COM
ADM
0.63%
COM
VZ
0.62%
COM
AMGN
0.6%
COM
MCD
0.52%
COM
RF
0.43%
COM
SH
0.41%
PSHS SHRT S&P500
LOW
0.37%
COM
BMY
0.35%
COM
MRK
0.32%
COM
BAC
0.31%
COM
WFC
0.31%
COM
NEE
0.3%
COM
PM
0.29%
COM
D
0.29%
COM
STT
0.28%
COM
DUK
0.22%
COM NEW
INTC
0.19%
COM
AMZN
0.19%
COM
SLB
0.19%
COM
GOOG
0.18%
CAP STK CL C
COST
0.18%
COM
GOOGL
0.18%
CAP STK CL A
K
0.18%
COM
BRK.B
0.18%
CL B NEW
COP
0.16%
PUT
HON
0.16%
CALL
UNITED P...
0.15%
PRN
ILTB
0.15%
CORE L/T USB ETF
GE
0.13%
COM
FORD HOL...
0.08%
PRN
BP
0.02%
CALL
BAC
0.02%
CALL
LLOYDS T...
0.02%
PRN
DALLAS F...
0.01%
PRN
INTEL CO...
0.01%
PRN
BERKSHIR...
0.01%
PRN
COASTAL ...
0.01%
PRN
COBB CNT...
0.01%
PRN
PORT AUT...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
ENTERPRI...
0.01%
PRN
ALTRIA G...
0.01%
PRN
DUKE ENE...
0.01%
PRN
MERCK & ...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
CALL UPS...
0.01%
CALL
GE CAP C...
0.01%
PRN
MIDDLESE...
< 0.01%
PRN
EMPLOYEE...
< 0.01%
PRN
MEDICAL ...
< 0.01%
E
FAST
< 0.01%
CALL
GELSTAT ...
< 0.01%
E
CALL FAS...
< 0.01%
CALL
GS
2.55%
COM
VLO
0.75%
CALL
PFL
0.67%
COM
EWH
0.44%
MSCI HONG KG ETF
EWU
0.33%
MSCI UTD KNGDM
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
ISHARES ...
0.22%
E
PTMC
0.17%
TRENDP 450 ETF
STANDARD...
0.16%
E
AMERICAN...
0.15%
E
AMERICAN...
0.15%
E
PRIMECAP...
0.14%
E
EXC
0.14%
COM
SCHG
0.14%
US LCAP GR ETF
JANUS BA...
0.14%
E
GLD
0.14%
GOLD SHS
AXP
0.14%
COM
FRANKLIN...
0.13%
E
SAN
0.09%
ADR
LOCORR S...
0.08%
E
AMLP
0.07%
ALERIAN MLP
PVD
0.06%
SPONSORED ADR
CLF
0.06%
COM
PFIZER I...
0.04%
PRN
WAL MART...
0.04%
PRN
ELI LILL...
0.03%
PRN
HOME DEP...
0.03%
PRN
SOUTHERN...
0.03%
PRN
JOHNSON ...
0.03%
PRN
AMER EXP...
0.03%
PRN
GEORGIA ...
0.03%
PRN
PHILIP M...
0.03%
PRN
CHEVRON ...
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
LEE MEM ...
0.02%
PRN
PFIZER I...
0.02%
PRN
JCP
0.02%
COM
WISCONSI...
0.02%
PRN
ATLANTIC...
0.02%
PRN
NC ST LT...
0.02%
PRN
ARIZONA ...
0.02%
PRN
ONSLOW N...
0.02%
PRN
MIAMI-DA...
0.02%
PRN
PALM BEA...
0.02%
PRN
AZ BRD R...
0.02%
PRN
NEW YORK...
0.02%
PRN
ONONDAGA...
0.02%
PRN
CARTER C...
0.02%
PRN
KY INFRA...
0.02%
PRN
TRIBORO ...
0.02%
PRN
MICHIGAN...
0.02%
PRN
MINNESOT...
0.02%
PRN
MORGAN S...
0.02%
PRN
CONNECTI...
0.02%
PRN
ISLE WIG...
0.02%
PRN
MCKLNBRG...
0.02%
PRN
FL GULF ...
0.02%
PRN
KING CNT...
0.02%
PRN
SOUTH CA...
0.02%
PRN
SAN FRAN...
0.02%
PRN
CECIL CN...
0.02%
PRN
ALLEN TX...
0.02%
PRN
MET TRAN...
0.02%
PRN
UNITEDHE...
0.02%
PRN
WELLS FA...
0.02%
PRN
BANK OF ...
0.02%
PRN
LOUISVIL...
0.02%
PRN
WESTPAC ...
0.02%
PRN
BERKSHIR...
0.02%
PRN
TORONTO-...
0.02%
PRN
ALCOA IN...
0.02%
PRN
GE CAPIT...
0.02%
PRN
US TREAS...
0.02%
PRN
ROYAL BK...
0.02%
PRN
APPLE IN...
0.02%
PRN
NATIONAL...
0.02%
PRN
BNP PARI...
0.02%
PRN
MICROSOF...
0.02%
PRN
JOHNSON ...
0.02%
PRN
JOHN DEE...
0.02%
PRN
CHEVRON ...
0.02%
PRN
EXXON MO...
0.02%
PRN
KENTUCKY...
0.02%
PRN
KY ST TP...
0.02%
PRN
EXXON MO...
0.02%
PRN
LAM RESE...
0.02%
PRN
APPLE IN...
0.02%
PRN
MARSH & ...
0.02%
PRN
DEERE JO...
0.02%
PRN
NEW JERS...
0.02%
PRN
GOLDMAN ...
0.01%
PRN
NEW JERS...
0.01%
PRN
CHEVRON ...
0.01%
PRN
ST LOUIS...
0.01%
PRN
GENL MOT...
0.01%
PRN
NEW JERS...
0.01%
PRN
DEERE JO...
0.01%
PRN
PUERTO R...
0.01%
PRN
RAD
0.01%
COM
US TREAS...
0.01%
PRN
CURATORS...
0.01%
PRN
CALIFORN...
0.01%
PRN
PEPSICO ...
0.01%
PRN
VALE OVE...
0.01%
PRN
FNMA NOT...
0.01%
PRN
COLUMBIA...
0.01%
PRN
UNITED P...
0.01%
PRN
US TREAS...
0.01%
PRN
JEFFERIE...
0.01%
PRN
ROYAL BA...
0.01%
PRN
ALLY FIN...
0.01%
PRN
CORNING ...
0.01%
PRN
AMERICAN...
0.01%
PRN
BP
0.01%
CALL
EBAY INC...
0.01%
PRN
ALABAMA ...
0.01%
PRN
PSEC
0.01%
PRN
ST LOUIS...
0.01%
PRN
TVA BOND...
0.01%
PRN
EXELON G...
0.01%
PRN
EXELON C...
0.01%
PRN
BLUE SPR...
0.01%
PRN
CHSTRFIE...
0.01%
PRN
NJ ST TR...
0.01%
PRN
MORGAN S...
0.01%
PRN
MONSANTO...
0.01%
PRN
BOSTON S...
0.01%
PRN
JACKSON ...
0.01%
PRN
BOONE CN...
0.01%
PRN
SOUTHERN...
0.01%
PRN
MEDTRONI...
0.01%
PRN
MD ST GO...
0.01%
PRN
BERKSHIR...
0.01%
PRN
GILEAD S...
0.01%
PRN
FIFTH TH...
0.01%
PRN
POPLAR B...
0.01%
PRN
FNMA NOT...
0.01%
PRN
FEDEX CO...
0.01%
PRN
FORD MTR...
0.01%
PRN
COCA COL...
0.01%
PRN
APPLE IN...
0.01%
PRN
GENERAL ...
0.01%
PRN
GENERAL ...
0.01%
PRN
LONG ISL...
0.01%
PRN
FNMA 1.8...
0.01%
PRN
RRI ENER...
0.01%
PRN
RF
< 0.01%
CALL
FNMA FNR...
< 0.01%
PRN
LEHMAN B...
< 0.01%
PRN
EWT
< 0.01%
CALL
AFL
< 0.01%
CALL