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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
29
2
0
1
1
0
16
2
0
CAPITAL WEALTH PLANNING LLC

Time Period2018-12-31

Total Holdings93

Total Value ($x1000)150,772
Activities
New19

Increased17

Unchanged40

Decreased17

Sold Out29

Top 10 Stock Holdingstotal 62.74%
FAST23.1

SPY8.84

UPS7.06

UNH5.61

WMT3.7

 
DIA3.45

CVX3.19

MSFT2.9

AAPL2.52

XOM2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FAST
23.1%
COM
SPY
8.84%
TR UNIT
UPS
7.06%
CL B
UNH
5.61%
COM
WMT
3.7%
COM
DIA
3.45%
UT SER 1
CVX
3.19%
COM
MSFT
2.9%
COM
AAPL
2.52%
COM
XOM
2.37%
COM
PG
2.31%
COM
AFL
2.15%
COM
V
2.11%
COM CL A
JNJ
2.1%
COM
JPM
2.07%
COM
DIS
1.95%
COM DISNEY
CSCO
1.89%
COM
AXP
1.81%
COM
VZ
1.7%
COM
SBAC
1.34%
CL A
BA
1.28%
COM
CME
0.99%
COM
CAT
0.95%
COM
HD
0.93%
COM
DUK
0.8%
COM NEW
MCD
0.77%
COM
BIL
0.7%
BRCLYS 1-3MT ETF
TRV
0.64%
COM
FB
0.61%
CL A
AMGN
0.6%
COM
BP
0.59%
SPONSORED ADR
DWDP
0.55%
COM
ADM
0.53%
COM
ABT
0.53%
COM
ABC
0.5%
COM
BAC
0.48%
COM
CSX
0.45%
COM
NVDA
0.44%
COM
MRK
0.38%
COM
BMY
0.31%
COM
RF
0.31%
COM
D
0.29%
COM
KO
0.28%
COM
PEP
0.26%
COM
PM
0.25%
COM
MMM
0.24%
COM
WFC
0.24%
COM
T
0.21%
COM
IEI
0.19%
3-7 YR TR BD ETF
BRK.B
0.19%
CL B NEW
INTC
0.18%
COM
VBND
0.17%
VIDENT CORE US
COST
0.17%
COM
SCHO
0.17%
SHT TM US TRES
VIDI
0.16%
VIDENT INTL EQ
GOOG
0.16%
CAP STK CL C
GOOGL
0.16%
CAP STK CL A
AMZN
0.16%
COM
ILTB
0.14%
CORE L/T USB ETF
HON
0.14%
CALL
K
0.14%
COM
COP
0.14%
PUT
FTSM
0.14%
FIRST TR ENH NEW
GE
0.07%
COM
MU
0.05%
CALL
LLOYDS T...
0.02%
PRN
DALLAS F...
0.01%
PRN
PORT AUT...
0.01%
PRN
COASTAL ...
0.01%
PRN
COBB CNT...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
INTEL CO...
0.01%
PRN
BERKSHIR...
0.01%
PRN
ENTERPRI...
0.01%
PRN
DUKE ENE...
0.01%
PRN
FAST
0.01%
CALL
ALTRIA G...
0.01%
PRN
MERCK & ...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
FORTRESS...
0.01%
PRN
INVESTOR...
0.01%
PRN
PROSPECT...
0.01%
PRN
BANK OF ...
0.01%
PRN
BANK OF ...
0.01%
PRN
SAFRA NA...
0.01%
PRN
BANK OF ...
0.01%
PRN
GE CAP C...
< 0.01%
PRN
AFL
< 0.01%
CALL
MIDDLESE...
< 0.01%
PRN
EMPLOYEE...
< 0.01%
PRN
BAC
< 0.01%
CALL
MEDICAL ...
< 0.01%
E
UPS
< 0.01%
CALL
BBY
0.94%
COM
OXY
0.92%
COM
IBM
0.84%
COM
NEE
0.3%
COM
SH
0.21%
PSHS SHRT S&P500
SLB
0.17%
COM
IR
0.14%
SHS
DEERE JO...
0.02%
PRN
CHEVRON ...
0.01%
PRN
MICROSOF...
0.01%
PRN
BP
0.01%
CALL
ALCOA IN...
0.01%
PRN
MERCHANT...
0.01%
PRN
1ST SECU...
0.01%
PRN
PEPSICO ...
0.01%
PRN
ROYAL BA...
0.01%
PRN
REGIONS ...
0.01%
PRN
PSEC
0.01%
PRN
MEDTRONI...
0.01%
PRN
AMERICAN...
0.01%
PRN
APPLE IN...
0.01%
PRN
BOSTON S...
0.01%
PRN
CHEVRON ...
0.01%
PRN
EXELON G...
0.01%
PRN
GILEAD S...
0.01%
PRN
JEFFERIE...
0.01%
PRN
ALABAMA ...
0.01%
PRN
RRI ENER...
< 0.01%
PRN
LEHMAN B...
< 0.01%
PRN