$247 Million is the total value of Capital Wealth Planning, LLC's 402 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 32.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | Sell | Exxon Mobil Corporatione | $27,870,000 | -34.6% | 296,346 | -30.0% | 11.30% | -28.3% |
| WFC | Sell | Wells Fargo & Coe | $22,628,000 | -2.9% | 436,258 | -1.6% | 9.18% | +6.5% |
| ET | Energy Transfer Equity LPe | $15,075,000 | +4.7% | 244,362 | 0.0% | 6.11% | +14.8% | |
| SPY | Sell | SPDR S&P 500 ETF Truste | $12,348,000 | -1.5% | 62,680 | -2.1% | 5.01% | +8.0% |
| UPS | Sell | United Parcel Service Ince | $11,496,000 | -14.7% | 115,933 | -11.7% | 4.66% | -6.4% |
| UNP | Union Pacific Corpe | $8,983,000 | +8.7% | 82,852 | 0.0% | 3.64% | +19.2% | |
| Buy | Apple Ince | $6,740,000 | +13.5% | 66,887 | +4.6% | 2.73% | +24.5% | |
| LOW | Lowes Companies Ince | $6,588,000 | +10.3% | 124,486 | 0.0% | 2.67% | +21.0% | |
| MSFT | Buy | Microsoft Corpe | $6,426,000 | +12.4% | 138,619 | +1.1% | 2.61% | +23.3% |
| K | Kellogge | $5,852,000 | -6.2% | 95,000 | 0.0% | 2.37% | +2.9% | |
| FHI | Federated Investor Inc Cl Be | $5,282,000 | -5.0% | 179,897 | 0.0% | 2.14% | +4.2% | |
| PEP | Buy | Pepsico Incorporatede | $5,195,000 | +13.5% | 55,805 | +8.9% | 2.11% | +24.5% |
| CVX | Sell | Chevron Corpe | $4,750,000 | -16.3% | 39,810 | -8.4% | 1.93% | -8.2% |
| IBM | Sell | International Business Machinese | $4,342,000 | -6.3% | 22,868 | -10.5% | 1.76% | +2.8% |
| LB | L Brands Ince | $4,343,000 | +14.2% | 64,840 | 0.0% | 1.76% | +25.2% | |
| PM | Sell | Philip Morris Intl Ince | $4,064,000 | -36.5% | 48,731 | -35.8% | 1.65% | -30.3% |
| WMT | Buy | Wal-Mart Stores Ince | $4,049,000 | +13.3% | 52,953 | +11.2% | 1.64% | +24.3% |
| FITB | Fifth Third Bancorpe | $3,555,000 | -6.2% | 177,577 | 0.0% | 1.44% | +2.9% | |
| Buy | BB&T Corpe | $3,077,000 | +5.4% | 82,689 | +11.7% | 1.25% | +15.7% | |
| CLX | Buy | Clorox Coe | $2,927,000 | +14.8% | 30,480 | +9.2% | 1.19% | +26.0% |
| QCOM | Qualcomm Ince | $2,662,000 | -5.6% | 35,600 | 0.0% | 1.08% | +3.5% | |
| SBAC | SBA Communications Corpe | $2,418,000 | +8.4% | 21,800 | 0.0% | 0.98% | +19.1% | |
| KO | Buy | Coca Cola Companye | $2,406,000 | +21.9% | 56,375 | +21.0% | 0.98% | +33.7% |
| NSC | New | Norfolk Southern Corpe | $2,317,000 | – | 20,760 | +100.0% | 0.94% | – |
| PG | Buy | Procter & Gamble Coe | $2,265,000 | +35.6% | 27,050 | +27.3% | 0.92% | +48.9% |
| SLB | Sell | Schlumberger LTDe | $2,081,000 | -17.6% | 20,458 | -4.5% | 0.84% | -9.6% |
| MO | Altria Group Ince | $2,057,000 | +9.5% | 44,772 | 0.0% | 0.83% | +20.2% | |
| RAX | Rackspace Hosting Ince | $1,953,000 | -3.3% | 60,000 | 0.0% | 0.79% | +6.2% | |
| ETP | New | Energy Transfer Partnerse | $1,920,000 | – | 30,000 | +100.0% | 0.78% | – |
| JPM | Sell | JP Morgan Chase & Coe | $1,878,000 | -11.7% | 31,173 | -15.5% | 0.76% | -3.1% |
| PNC | PNC Financial Service Corpe | $1,823,000 | -3.9% | 21,306 | 0.0% | 0.74% | +5.4% | |
| PPG | PPG Industries Ince | $1,758,000 | -6.4% | 8,935 | 0.0% | 0.71% | +2.7% | |
| TMO | Thermo Fisher Scientific Ince | $1,740,000 | +3.1% | 14,300 | 0.0% | 0.71% | +13.1% | |
| COP | Buy | ConocoPhillipse | $1,495,000 | +7.2% | 19,528 | +20.1% | 0.61% | +17.7% |
| GE | General Electric Companye | $1,403,000 | -2.6% | 54,736 | 0.0% | 0.57% | +7.0% | |
| CL | Colgate-Palmolive Coe | $1,368,000 | -4.3% | 20,975 | 0.0% | 0.56% | +4.9% | |
| DVN | Devon Energy Corporatione | $1,339,000 | -14.2% | 19,645 | 0.0% | 0.54% | -5.9% | |
| ABBV | Buy | Abbvie Ince | $1,330,000 | +20.7% | 23,042 | +18.0% | 0.54% | +32.4% |
| ORCL | Oracle Corporatione | $1,310,000 | -5.5% | 34,208 | 0.0% | 0.53% | +3.7% | |
| JNJ | Johnson & Johnsone | $1,278,000 | +1.9% | 11,989 | 0.0% | 0.52% | +11.6% | |
| T | Buy | AT&T Ince | $1,256,000 | +46.7% | 35,634 | +47.3% | 0.51% | +61.1% |
| OXY | Buy | Occidental Petroleum Corpe | $1,248,000 | +176.1% | 12,980 | +195.0% | 0.51% | +203.0% |
| Sell | Bank of America Corpe | $1,201,000 | +6.5% | 70,457 | -4.0% | 0.49% | +16.8% | |
| Buy | Abbott Laboratoriese | $1,191,000 | +28.6% | 28,640 | +26.6% | 0.48% | +41.2% | |
| AFLAC Ince | $1,165,000 | -6.4% | 20,000 | 0.0% | 0.47% | +2.8% | ||
| DUK | Buy | Duke Energy Corpe | $1,151,000 | +24.4% | 15,381 | +23.3% | 0.47% | +36.5% |
| SO | Buy | Southern Companye | $1,128,000 | +5.5% | 25,834 | +9.7% | 0.46% | +15.9% |
| STZ | Constellation Brands Ince | $1,090,000 | -1.1% | 12,500 | 0.0% | 0.44% | +8.6% | |
| CAT | Caterpillar Ince | $1,067,000 | -8.8% | 10,772 | 0.0% | 0.43% | 0.0% | |
| SH | Buy | Proshares Short S&P 500e | $1,059,000 | +45.3% | 46,023 | +47.4% | 0.43% | +59.3% |
| CSCO | Buy | Cisco Systems Ince | $1,055,000 | +25.4% | 41,925 | +23.9% | 0.43% | +37.6% |
| New | Call WFC 1-15-16 @ 47call | $1,042,000 | – | 155,500 | +100.0% | 0.42% | – | |
| VZ | Buy | Verizon Communicationse | $1,040,000 | +70.5% | 20,810 | +67.0% | 0.42% | +86.7% |
| BP PLCe | $1,029,000 | -16.7% | 23,410 | 0.0% | 0.42% | -8.8% | ||
| EQT | Equitable Resources Ince | $982,000 | -14.5% | 10,732 | 0.0% | 0.40% | -6.1% | |
| HRL | Hormel Foods Corpe | $958,000 | +4.1% | 18,644 | 0.0% | 0.39% | +14.4% | |
| PH | Parker-Hannifin Corpe | $913,000 | -9.2% | 8,000 | 0.0% | 0.37% | -0.5% | |
| MUR | Murphy Oil Corporatione | $858,000 | -14.4% | 15,076 | 0.0% | 0.35% | -5.9% | |
| Buy | Anadarko Petroleum Corpe | $836,000 | +27.2% | 8,240 | +37.3% | 0.34% | +39.5% | |
| WM | Waste Management Ince | $830,000 | +6.3% | 17,460 | 0.0% | 0.34% | +16.6% | |
| BMY | Bristol-Myers Squibb Coe | $768,000 | +5.5% | 15,000 | 0.0% | 0.31% | +15.6% | |
| NTI | Northern Tier Energy LLCe | $731,000 | -12.7% | 31,300 | 0.0% | 0.30% | -4.2% | |
| MRK | Merck & Co Ince | $726,000 | +2.4% | 12,250 | 0.0% | 0.29% | +12.2% | |
| HD | Sell | Home Depot Ince | $716,000 | -81.2% | 7,806 | -83.4% | 0.29% | -79.4% |
| FB | Facebook Ince | $710,000 | +17.4% | 8,984 | 0.0% | 0.29% | +28.6% | |
| MDLZ | Mondelez Intl Ince | $686,000 | -9.0% | 20,029 | 0.0% | 0.28% | -0.4% | |
| O | Sell | Realty Income Corpe | $658,000 | -28.5% | 16,118 | -22.2% | 0.27% | -21.5% |
| PFE | Buy | Pfizer Ince | $613,000 | +16.3% | 20,723 | +16.6% | 0.25% | +27.7% |
| XLF | Sell | SPDR Financial Select Sectore | $584,000 | -4.9% | 25,200 | -6.7% | 0.24% | +4.4% |
| PX | Praxair Ince | $576,000 | -2.9% | 4,465 | 0.0% | 0.23% | +6.8% | |
| Berkshire Hathaway Cl Be | $566,000 | +9.1% | 4,100 | 0.0% | 0.23% | +19.8% | ||
| INTC | Intel Corpe | $555,000 | +12.6% | 15,952 | 0.0% | 0.22% | +23.6% | |
| FCX | Sell | Freeport McMoran Ince | $544,000 | -33.1% | 16,660 | -25.3% | 0.22% | -26.6% |
| EWH | iShares MSCI Hong Kong Indexe | $508,000 | -2.7% | 25,000 | 0.0% | 0.21% | +6.7% | |
| CMCSK | Comcast Corp Spl Cl Ae | $441,000 | +0.2% | 8,250 | 0.0% | 0.18% | +9.8% | |
| Sell | Call UPS 1-17-15 @ 100call | $433,000 | -40.4% | 62,500 | -51.8% | 0.18% | -34.6% | |
| Buy | Call XOM 1-15-16 @ 105call | $426,000 | +535.8% | 103,900 | +284.8% | 0.17% | +592.0% | |
| D | Dominion Resources Ince | $423,000 | -3.2% | 6,116 | 0.0% | 0.17% | +6.2% | |
| ZION | Zions Bancorporatione | $419,000 | -1.4% | 14,416 | 0.0% | 0.17% | +8.3% | |
| EOG | EOG Resources Ince | $412,000 | -15.4% | 4,164 | 0.0% | 0.17% | -7.2% | |
| RDSB | Royal Dutch Shell Be | $407,000 | -9.2% | 5,150 | 0.0% | 0.16% | -0.6% | |
| EA | Electronic Arts Ince | $405,000 | -0.7% | 11,366 | 0.0% | 0.16% | +8.6% | |
| PSX | Phillips 66e | $383,000 | +1.1% | 4,714 | 0.0% | 0.16% | +10.7% | |
| STT | State Street Corpe | $368,000 | +9.5% | 5,000 | 0.0% | 0.15% | +20.2% | |
| Amgen Ince | $365,000 | +18.5% | 2,600 | 0.0% | 0.15% | +29.8% | ||
| Buy | Copeland Risk Managed Dividend Growth Ae | $356,000 | +71.2% | 24,093 | +75.4% | 0.14% | +87.0% | |
| VNQ | Vanguard REIT Index ETFe | $332,000 | -4.0% | 4,620 | 0.0% | 0.14% | +5.5% | |
| NKE | Nike Inc Class Be | $333,000 | +14.8% | 3,736 | 0.0% | 0.14% | +26.2% | |
| CSX | CSX Corpe | $333,000 | +4.1% | 10,400 | 0.0% | 0.14% | +14.4% | |
| IYR | iShares Dow Jones US Real Estate Indexe | $329,000 | -3.8% | 4,760 | 0.0% | 0.13% | +5.6% | |
| MPC | Marathon Petroleum Corpe | $328,000 | +8.3% | 3,878 | 0.0% | 0.13% | +18.8% | |
| INTU | Sell | Intuit Ince | $324,000 | +5.5% | 3,700 | -3.0% | 0.13% | +15.9% |
| WAG | Walgreen Companye | $320,000 | -20.0% | 5,400 | 0.0% | 0.13% | -12.2% | |
| POT | Buy | Potash Corp of Saskatchewan Ince | $311,000 | +51.7% | 9,000 | +66.7% | 0.13% | +65.8% |
| MYL | Mylan Laboratories Ince | $307,000 | -11.8% | 6,750 | 0.0% | 0.12% | -3.1% | |
| TRV | The Travelers Companies Ince | $305,000 | -0.3% | 3,250 | 0.0% | 0.12% | +9.7% | |
| HES | Hess Corpe | $293,000 | -4.6% | 3,103 | 0.0% | 0.12% | +5.3% | |
| CHK | Sell | Chesapeake Energy Corpe | $277,000 | -83.1% | 12,040 | -77.2% | 0.11% | -81.5% |
| MON | Monsanto Coe | $270,000 | -9.7% | 2,400 | 0.0% | 0.11% | -0.9% | |
| USB | US Bancorpe | $268,000 | -3.2% | 6,400 | 0.0% | 0.11% | +6.9% | |
| MRO | Marathon Oil Corpe | $262,000 | -5.8% | 6,969 | 0.0% | 0.11% | +2.9% | |
| GLD | SPDR Gold Truste | $261,000 | -9.4% | 2,250 | 0.0% | 0.11% | 0.0% | |
| United Parcel Svc Amer Inc Deb 8.375% 4/1/2020b | $260,000 | 0.0% | 200,000 | 0.0% | 0.10% | +9.4% | ||
| DD | DuPont E I De Nemours & Coe | $258,000 | +9.3% | 3,600 | 0.0% | 0.10% | +20.7% | |
| New | American Express Companye | $255,000 | – | 2,911 | +100.0% | 0.10% | – | |
| NEE | NextEra Energy Ince | $244,000 | -8.3% | 2,600 | 0.0% | 0.10% | +1.0% | |
| OKE | Oneok Ince | $243,000 | -3.6% | 3,700 | 0.0% | 0.10% | +6.5% | |
| SBUX | Starbucks Corpe | $241,000 | -2.8% | 3,200 | 0.0% | 0.10% | +6.5% | |
| Baker Hughes Ince | $240,000 | -12.4% | 3,684 | 0.0% | 0.10% | -4.0% | ||
| KRFT | Sell | Kraft Foods Group Ince | $222,000 | -72.4% | 3,942 | -70.6% | 0.09% | -69.7% |
| Auto Data Processinge | $222,000 | +4.7% | 2,672 | 0.0% | 0.09% | +15.4% | ||
| MMP | Magellan Midstream Partners LPe | $213,000 | 0.0% | 2,530 | 0.0% | 0.09% | +8.9% | |
| EWU | New | iShares MSCI United Kingdom Indexe | $211,000 | – | 10,900 | +100.0% | 0.09% | – |
| LH | Laboratory Corp of America Holdingse | $204,000 | -0.5% | 2,000 | 0.0% | 0.08% | +9.2% | |
| FXI | New | iShares FTSE/Xinhua China 25 Indexe | $205,000 | – | 5,365 | +100.0% | 0.08% | – |
| SAN | New | Banco Santandere | $190,000 | – | 20,000 | +100.0% | 0.08% | – |
| New | Standard Chartered PLCe | $185,000 | – | 10,000 | +100.0% | 0.08% | – | |
| MHRCQ | Magnum Hunter Resources Ince | $150,000 | -32.1% | 27,000 | 0.0% | 0.06% | -25.6% | |
| Hershey Co Deb 8.80% 2/15/2021b | $133,000 | -0.7% | 100,000 | 0.0% | 0.05% | +8.0% | ||
| Ford Holdings Debt 9.375% 3/1/2020b | $130,000 | -0.8% | 100,000 | 0.0% | 0.05% | +10.4% | ||
| Buy | Call PEP 4-17-15 @ 90call | $120,000 | -18.9% | 22,500 | +114.3% | 0.05% | -10.9% | |
| Buy | Call WFC 1-17-15 @ 52.50call | $103,000 | +194.3% | 74,400 | +325.1% | 0.04% | +223.1% | |
| Buy | Call MO 1-15-16 @ 42call | $84,000 | +394.1% | 18,200 | +68.5% | 0.03% | +466.7% | |
| New | Call SLB 11-22-14 @ 115call | $41,000 | – | 27,000 | +100.0% | 0.02% | – | |
| Sell | Call MSFT 1-17-15 @ 45call | $40,000 | +122.2% | 15,800 | -50.0% | 0.02% | +128.6% | |
| New | Call ETP 12-20-14 @ 62.50call | $35,000 | – | 10,000 | +100.0% | 0.01% | – | |
| Buy | Put ETP 1-17-15 @ 50put | $26,000 | -58.7% | 145,900 | +306.4% | 0.01% | -52.2% | |
| Sell | Call ETP 12-20-14 @ 65call | $26,000 | -85.0% | 20,000 | -42.9% | 0.01% | -82.8% | |
| New | Call BAC 1-15-16 @ 17call | $28,000 | – | 14,000 | +100.0% | 0.01% | – | |
| New | Call FII 1-17-15 @ 35call | $25,000 | – | 101,300 | +100.0% | 0.01% | – | |
| New | Federated Treasury Obligationse | $22,000 | – | 21,710 | +100.0% | 0.01% | – | |
| New | Call LOW 4-17-15 @ 57.50call | $17,000 | – | 15,000 | +100.0% | 0.01% | – | |
| New | Call LOW 10-18-14 @ 55call | $15,000 | – | 29,400 | +100.0% | 0.01% | – | |
| Sell | Call K 10-18-14 @ 67.50call | $16,000 | -80.2% | 50,000 | -9.1% | 0.01% | -80.0% | |
| New | Call MSFT 1-17-15 @ 48call | $11,000 | – | 10,000 | +100.0% | 0.00% | – | |
| New | Call LB 11-22-14 @ 72.50call | $7,000 | – | 13,500 | +100.0% | 0.00% | – | |
| Sell | Call MSFT 12-22-14 @ 50call | $4,000 | -96.2% | 10,000 | -84.3% | 0.00% | -94.7% | |
| Call BBT 1-17-15 @ 41call | $2,000 | -80.0% | 12,000 | 0.0% | 0.00% | -75.0% | ||
| Call FITB 1-17-15 @ 23call | $2,000 | -85.7% | 30,000 | 0.0% | 0.00% | -80.0% | ||
| New | Call CSCO 10-18-14 @ 26call | $1,000 | – | 12,800 | +100.0% | 0.00% | – | |
| FNMA Pool #685665 5.00% 2/1/2018b | $1,000 | 0.0% | 15,379 | 0.0% | 0.00% | – | ||
| Sell | Call SO 10-18-14 @ 46call | $1,000 | -99.9% | 11,700 | -92.5% | 0.00% | -100.0% | |
| Exit | Call CSCO 7-11-14 @ 26call | $0 | – | -23,000 | -100.0% | 0.00% | – | |
| Exit | Call HBAN 7-19-14 @ 11call | $0 | – | -10,000 | -100.0% | 0.00% | – | |
| Exit | Call NTI 9-20-14 @ 32call | $0 | – | -10,500 | -100.0% | 0.00% | – | |
| Exit | Call MSFT 7-11-14 @ 43call | $0 | – | -15,800 | -100.0% | 0.00% | – | |
| Exit | Call MSFT 7-11-14 @ 43.50call | $0 | – | -15,200 | -100.0% | 0.00% | – | |
| Exit | Call LB 8-16-14 @ 64call | $0 | – | -13,500 | -100.0% | -0.00% | – | |
| Exit | Call FITB 7-19-14 @ 22call | $0 | – | -42,500 | -100.0% | -0.00% | – | |
| Exit | Call X 7-19-14 @ 28call | $0 | – | -13,200 | -100.0% | -0.00% | – | |
| Exit | Call FITB 8-16-14 @ 24call | $0 | – | -30,000 | -100.0% | -0.00% | – | |
| Exit | Call MHR 8-16-14 @ 10call | $0 | – | -20,000 | -100.0% | -0.00% | – | |
| Exit | Call UPS 10-18-14 @ 110call | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | Call BAC 1-17-15 @ 16call | $0 | – | -14,000 | -100.0% | -0.00% | – | |
| Exit | Call FII 7-19-14 @ 30call | $0 | – | -31,500 | -100.0% | -0.01% | – | |
| Exit | Call RY 7-19-14 @ 70call | $0 | – | -40,000 | -100.0% | -0.01% | – | |
| Exit | Call PEP 1-17-15 @ 87.50call | $0 | – | -17,000 | -100.0% | -0.03% | – | |
| Exit | Call WMT 1-17-15 @ 80call | $0 | – | -28,300 | -100.0% | -0.03% | – | |
| Exit | Call UPS 1-17-15 @ 97.50call | $0 | – | -27,500 | -100.0% | -0.07% | – | |
| YUM | Exit | Yum! Brands Ince | $0 | – | -2,480 | -100.0% | -0.07% | – |
| Exit | American Electric Power Co Ince | $0 | – | -3,700 | -100.0% | -0.08% | – | |
| AGNC | Exit | American Capital Agency Corpe | $0 | – | -8,915 | -100.0% | -0.08% | – |
| SHW | Exit | Sherwin Williams Coe | $0 | – | -1,000 | -100.0% | -0.08% | – |
| MCD | Exit | McDonalds Corpe | $0 | – | -2,100 | -100.0% | -0.08% | – |
| UTX | Exit | United Technologies Corpe | $0 | – | -2,000 | -100.0% | -0.08% | – |
| HBAN | Exit | Huntington Bancshares Ince | $0 | – | -33,000 | -100.0% | -0.12% | – |
| TXT | Exit | Textron Ince | $0 | – | -8,435 | -100.0% | -0.12% | – |
| PCK | Exit | PIMCO CA Municipal Income IIb | $0 | – | -36,000 | -100.0% | -0.13% | – |
| X | Exit | US Steel Corpe | $0 | – | -14,490 | -100.0% | -0.14% | – |
| VLO | Exit | Valero Energy Corpe | $0 | – | -10,020 | -100.0% | -0.19% | – |
| GOOG | Exit | Google Class Ce | $0 | – | -1,000 | -100.0% | -0.21% | – |
| GOOGL | Exit | Google Class Ae | $0 | – | -1,000 | -100.0% | -0.22% | – |
| SHY | Exit | iShares 1-3 Year Treasury Bonde | $0 | – | -18,800 | -100.0% | -0.59% | – |
| RY | Exit | Royal Bank of Canada Montreal Quebece | $0 | – | -50,000 | -100.0% | -1.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 42 | Q3 2023 | 16.3% |
| PROCTOR AND GAMBLE CO | 42 | Q3 2023 | 5.7% |
| iShares MSCI Mexico Index | 41 | Q3 2023 | 17.9% |
| SPDR S&P 500 ETF Trust | 41 | Q3 2023 | 14.2% |
| HOME DEPOT INC | 41 | Q3 2023 | 5.7% |
| CHEVRON CORP NEW | 40 | Q3 2023 | 5.9% |
| JPMORGAN CHASE & CO. | 40 | Q3 2023 | 5.5% |
| Pepsico Incorporated | 40 | Q3 2023 | 4.7% |
| WalMart Stores Inc | 39 | Q3 2023 | 5.1% |
| DUKE ENERGY CORP NEW | 39 | Q3 2023 | 3.8% |
View Capital Wealth Planning, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-04 |
| 13F-HR | 2021-11-03 |
View Capital Wealth Planning, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.