Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL WEALTH PLANNING LLC | 02-08-2024 | 12-31-2023 | 165 | 8,734,598,446 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $500,511,723 | 1,331,007 | 0.01 | 0.01 | -53,752 | -3.88 | 12-31-2023 |
| VISA INC | COM CL A | 2 | $482,830,563 | 1,854,544 | 0.01 | 0.01 | -113,617 | -5.77 | 12-31-2023 |
| UNITEDHEALTH GROUP INC | COM | 3 | $476,545,468 | 905,171 | 0.01 | 0.01 | -12,118 | -1.32 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 4 | $467,522,485 | 2,748,515 | 0.01 | 0.01 | -182,195 | -6.22 | 12-31-2023 |
