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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
7
1
2
0
0
0
2
1
0
CAPITAL WEALTH PLANNING LLC

Time Period2017-12-31

Total Holdings111

Total Value ($x1000)72,548
Activities
New15

Increased4

Unchanged84

Decreased8

Sold Out60

Top 10 Stock Holdingstotal 35.51%
UPS14.2

XOM4.61

AFL4.31

SBAC2.81

PG2.8

 
LOW1.67

22540S8361.57

BP1.36

VZ1.3

EWH0.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FAST
55.78%
CALL
UPS
14.2%
CL B
XOM
4.61%
COM
AFL
4.31%
COM
SBAC
2.81%
CL A
PG
2.8%
COM
LOW
1.67%
COM
CREDIT S...
1.57%
E
BP
1.36%
SPONSORED ADR
VZ
1.3%
COM
FAST
1.24%
CALL
EWH
0.88%
MSCI HONG KG ETF
EWU
0.67%
MSCI UTD KNGDM
ADM
0.66%
COM
BAC
0.65%
COM
RF
0.64%
COM
PTLC
0.48%
TRENDP 750 ETF
SH
0.43%
PSHS SHRT S&P500
GE
0.33%
COM
STANDARD...
0.32%
E
UNITED P...
0.31%
PRN
CLF
0.22%
COM
US TREAS...
0.19%
PRN
SAN
0.18%
ADR
FORD HOL...
0.16%
PRN
AMLP
0.15%
ALERIAN MLP
PVD
0.13%
SPONSORED ADR
BAC
0.13%
CALL
WAL MART...
0.07%
PRN
ELI LILL...
0.07%
PRN
UPS
0.06%
CALL
PARKER C...
0.06%
PRN
MICROSOF...
0.06%
PRN
COLLIER ...
0.05%
PRN
LEE MEM ...
0.04%
PRN
ATLANTIC...
0.04%
PRN
MIAMI-DA...
0.04%
PRN
FL GULF ...
0.04%
PRN
ALCOA IN...
0.04%
PRN
ALLEN TX...
0.04%
PRN
GE CAPIT...
0.03%
PRN
NEW JERS...
0.03%
PRN
NEW JERS...
0.03%
PRN
ST LOUIS...
0.03%
PRN
DEERE JO...
0.03%
PRN
BP
0.03%
CALL
RAD
0.03%
COM
GENL MOT...
0.03%
PRN
CHEVRON ...
0.03%
PRN
DALLAS F...
0.03%
PRN
INTEL CO...
0.02%
PRN
BERKSHIR...
0.02%
PRN
ALTRIA G...
0.02%
PRN
LLOYDS T...
0.02%
PRN
CURATORS...
0.02%
PRN
PEPSICO ...
0.02%
PRN
GOLDMAN ...
0.02%
PRN
FNMA NOT...
0.02%
PRN
COLUMBIA...
0.02%
PRN
DUKE ENE...
0.02%
PRN
ENTERPRI...
0.02%
PRN
PORT AUT...
0.02%
PRN
COASTAL ...
0.02%
PRN
COBB CNT...
0.02%
PRN
XOM
0.02%
CALL
US TREAS...
0.02%
PRN
UNITED P...
0.02%
PRN
PUERTO R...
0.02%
PRN
BLACKSTO...
0.02%
PRN
JEFFERIE...
0.02%
PRN
GENERAL ...
0.02%
PRN
POPLAR B...
0.01%
PRN
ALLY FIN...
0.01%
B
ST LOUIS...
0.01%
PRN
ALABAMA ...
0.01%
PRN
BERKSHIR...
0.01%
PRN
AMERICAN...
0.01%
PRN
PSEC
0.01%
PRN
TVA BOND...
0.01%
PRN
WYNDHAM ...
0.01%
PRN
CORNING ...
0.01%
PRN
ROYAL BA...
0.01%
PRN
APPLE IN...
0.01%
PRN
SOUTHERN...
0.01%
PRN
BLUE SPR...
0.01%
PRN
GILEAD S...
0.01%
PRN
GENERAL ...
0.01%
PRN
GE CAP C...
0.01%
PRN
FORD MTR...
0.01%
PRN
COCA COL...
0.01%
PRN
FIFTH TH...
0.01%
PRN
FNMA 1.8...
0.01%
PRN
FNMA NOT...
0.01%
PRN
EXELON C...
0.01%
PRN
EXELON G...
0.01%
PRN
GOLDMAN ...
0.01%
PRN
JACKSON ...
0.01%
PRN
EBAY INC...
0.01%
PRN
BOONE CN...
0.01%
PRN
MORGAN S...
0.01%
PRN
MONSANTO...
0.01%
PRN
BOSTON S...
0.01%
PRN
MEDTRONI...
0.01%
PRN
CANADIAN...
0.01%
PRN
CHSTRFIE...
0.01%
PRN
LONG ISL...
0.01%
PRN
RRI ENER...
0.01%
PRN
MEDICAL ...
< 0.01%
E
VZ
< 0.01%
CALL
FNMA FNR...
< 0.01%
PRN
LEHMAN B...
< 0.01%
PRN
SPY
9.54%
TR UNIT
MCD
3.51%
COM
PFL
2.67%
COM
CVX
2.02%
COM
CAT
1.86%
COM
AAPL
1.79%
COM
PM
1.34%
COM
FB
1.21%
CL A
CTSH
1.2%
CL A
UNH
1.15%
COM
JPM
1.13%
COM
GS
1.11%
COM
AXP
1.06%
CALL
PH
0.96%
COM
TRV
0.96%
COM
PEP
0.92%
COM
DIA
0.88%
UT SER 1
BA
0.87%
COM
WMT
0.78%
COM
VLO
0.76%
CALL
HD
0.66%
COM
JNJ
0.64%
COM
D
0.61%
COM
WFC
0.58%
COM
MO
0.5%
COM
DWDP
0.48%
COM
V
0.41%
COM CL A
MRK
0.4%
COM
CMCSA
0.38%
CL A
STT
0.36%
COM
EOG
0.32%
COM
NEE
0.3%
COM
IBM
0.29%
COM
QCOM
0.27%
COM
DUK
0.27%
COM NEW
MMP
0.24%
COM UNIT RP LP
CELG
0.23%
COM
SLB
0.22%
COM
VFC
0.22%
COM
BRK.B
0.2%
CL B NEW
RGA
0.19%
COM NEW
K
0.18%
COM
CAT
0.18%
CALL
HON
0.18%
CALL
ILTB
0.17%
CORE L/T USB ETF
MDLZ
0.17%
CL A
KO
0.17%
COM
INTC
0.17%
COM
WLTW
0.16%
SHS
ABC
0.16%
COM
CALL FAS...
0.13%
CALL
HD
0.12%
CALL
BBVA
0.08%
SPONSORED ADR
CALL UPS...
0.04%
CALL
CALL FAS...
0.04%
CALL
ORLANDO ...
0.02%
PRN
COLUMBIA...
0.01%
PRN
ALLY FIN...
0.01%
PRN
CATHOLIC...
0.01%
PRN
REGIONS ...
< 0.01%
E