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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
32
1
0
1
0
0
16
2
0
CAPITAL WEALTH PLANNING LLC

Time Period2018-09-30

Total Holdings103

Total Value ($x1000)146,537
Activities
New35

Increased15

Unchanged37

Decreased16

Sold Out21

Top 10 Stock Holdingstotal 61.89%
FAST26.37

SPY10.55

UPS4.97

MSFT3.4

CVX3.03

 
XOM3

HD2.85

V2.66

UNH2.63

JPM2.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FAST
26.37%
COM
SPY
10.55%
TR UNIT
UPS
4.97%
CL B
MSFT
3.4%
COM
CVX
3.03%
COM
XOM
3%
COM
HD
2.85%
COM
V
2.66%
COM CL A
UNH
2.63%
COM
JPM
2.43%
COM
WMT
2.41%
COM
AFL
2.29%
COM
CAT
2.18%
COM
AXP
2.02%
COM
DIA
1.87%
UT SER 1
BA
1.51%
COM
SBAC
1.37%
CL A
PG
1.27%
COM
T
1.19%
COM
AAPL
1.18%
COM
DUK
1.17%
COM NEW
MCD
1.1%
COM
CSX
1.05%
COM
CME
1%
COM
CSCO
0.99%
COM
BBY
0.94%
COM
OXY
0.92%
COM
DWDP
0.89%
COM
IBM
0.84%
COM
VZ
0.79%
COM
FB
0.79%
CL A
BP
0.74%
SPONSORED ADR
TRV
0.71%
COM
ADM
0.67%
COM
AMGN
0.66%
COM
BAC
0.59%
COM
ABT
0.59%
COM
DIS
0.54%
COM DISNEY
MMM
0.43%
COM
PEP
0.42%
COM
MRK
0.36%
COM
PM
0.31%
COM
NEE
0.3%
COM
D
0.29%
COM
WFC
0.29%
COM
IEI
0.22%
3-7 YR TR BD ETF
AMZN
0.22%
COM
SH
0.21%
PSHS SHRT S&P500
COST
0.2%
COM
BRK.B
0.2%
CL B NEW
GOOG
0.19%
CAP STK CL C
BMY
0.19%
COM
GOOGL
0.19%
CAP STK CL A
INTC
0.18%
COM
HON
0.18%
CALL
COP
0.18%
PUT
K
0.18%
COM
SLB
0.17%
COM
ILTB
0.15%
CORE L/T USB ETF
FTSM
0.14%
FIRST TR ENH NEW
IR
0.14%
SHS
GE
0.1%
COM
FAST
0.06%
CALL
BAC
0.03%
CALL
DEERE JO...
0.02%
PRN
CHEVRON ...
0.01%
PRN
MICROSOF...
0.01%
PRN
BP
0.01%
CALL
GOLDMAN ...
0.01%
PRN
PORT AUT...
0.01%
PRN
COBB CNT...
0.01%
PRN
ENTERPRI...
0.01%
PRN
BERKSHIR...
0.01%
PRN
INTEL CO...
0.01%
PRN
ALCOA IN...
0.01%
PRN
LLOYDS T...
0.01%
PRN
COASTAL ...
0.01%
PRN
DUKE ENE...
0.01%
PRN
ALTRIA G...
0.01%
PRN
BANK OF ...
0.01%
PRN
PROSPECT...
0.01%
PRN
BANK OF ...
0.01%
PRN
INVESTOR...
0.01%
PRN
FORTRESS...
0.01%
PRN
1ST SECU...
0.01%
PRN
MERCHANT...
0.01%
PRN
PSEC
0.01%
PRN
BOSTON S...
0.01%
PRN
ALABAMA ...
0.01%
PRN
EXELON G...
0.01%
PRN
PEPSICO ...
0.01%
PRN
CHEVRON ...
0.01%
PRN
JEFFERIE...
0.01%
PRN
GILEAD S...
0.01%
PRN
AMERICAN...
0.01%
PRN
MEDTRONI...
0.01%
PRN
ROYAL BA...
0.01%
PRN
REGIONS ...
0.01%
PRN
APPLE IN...
0.01%
PRN
GE CAP C...
0.01%
PRN
RRI ENER...
< 0.01%
PRN
MEDICAL ...
< 0.01%
E
LEHMAN B...
< 0.01%
PRN
UTX
1.15%
COM
MS
1.06%
COM NEW
NKE
1.03%
CL B
TJX
1.03%
COM
SO
0.99%
COM
JNJ
0.83%
COM
NVDA
0.82%
COM
ABC
0.75%
COM
RF
0.43%
COM
LOW
0.37%
COM
STT
0.28%
COM
UNITED P...
0.15%
PRN
FORD HOL...
0.08%
PRN
DALLAS F...
0.01%
PRN
MERCK & ...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
CALL UPS...
0.01%
CALL
MIDDLESE...
< 0.01%
PRN
EMPLOYEE...
< 0.01%
PRN
CALL FAS...
< 0.01%
CALL
GELSTAT ...
< 0.01%
E