Capital Wealth Planning LLC

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Assets, Funds, Holdings

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Capital Wealth Planning LLC
CRD #150764
SEC #801-70333
CIK #
AUM $1.2 BB (100% Disc, 100% US)
Employees9 (22% Investors, 0% Brokers)
Phone239-593-2100
Address1016 Collier Center Way
Naples, FL 34110
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
UPS 93,620.0 3.9
XOM 337,850.0 3.3
AFL 36,820.0 3.1
SBAC 20,930.0 2.0
PG 249,110.0 2.0
UPS 93,620.0 2.0
UPS 93,620.0 1.5
UPS 93,620.0 1.4
LOW 80,620.0 1.2
BP 142,970.0 1.0
View All
Holdings by Sector ($BB)
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Windsor Wealth Management Inc
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Windsor Advisory Group LLC
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Price Wealth Management Inc
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