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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Wealth Planning LLC
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| CRD # | 150764 |
| SEC # | 801-70333 |
| CIK # | 0001566728 |
| AUM | $11.4 B (2025-02-21) |
| Employees | 32 (12% Investors, 0% Brokers) |
| Phone | 239-593-2100 |
| Address | 9015 Strada Stell Ct Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Facebook Inc | 0.7 | ||
| Goldman Sachs Group Inc | 0.7 | ||
| J P Morgan Chase & Co | 0.7 | ||
| International Business Machines Corp | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| VISA Inc | 0.7 | ||
| United Technologies Corp /DE/ | 0.6 | ||
| Caterpillar Inc | 0.6 | ||
| CME Group Inc | 0.6 | ||
| Home Depot Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,439 | 5.1 |
| (b) Individuals (high net worth individuals) | 934 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 3.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 80 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 234 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 11,690 | 11.4 |
| By Discretionary | ||
| Discretionary | 11,690 | 11.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11,690 | 11.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.4 | |
| Total | 11,690 | 11.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001566728] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westwood Global Investments LLC
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|
MA | 11.8 |
|
Gilder Gagnon Howe & Co LLC
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|
NY | 11.6 |
|
Sapient Capital LLC
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|
IN | 11.4 |
|
Cooke & Bieler LP
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|
PA | 11.4 |
|
QRG Capital Management Inc
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|
IL | 11.4 |
|
Independent Financial Group LLC
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|
CA | 11.3 |
|
State Farm Investment Management Corp
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|
IL | 11.3 |
|
Jensen Investment Management Inc
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|
OR | 11.2 |
|
Mercury Advisory LLC
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|
CA | 11.1 |
|
Greenhaven Associates Inc
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|
NY | 10.9 |