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Institutional Investment Manager
Capital Wealth Planning, LLC
Capital Wealth Planning, LLC (CIK: 0001566728) incorporated in Florida, located at 9015 Strada Stell Court, Naples, FL. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Original 13F HR (0001566728-15-000003) filed in 2015.05.13
#
Name
Shares
Value ($)
%
Options
Notes
101 Call WFC 1-15-16 @ 55 11,000 32 0.02% Call
102 Copeland Risk Managed Dividend Growth A 14,346 218 0.11%
103 Copeland Risk Managed Dividend Growth A 10,821 165 0.09%
104 DOMINION ENERGY INC 6,116 433 0.23%
105 DU PONT E I DE NEMOURS & CO 2,808 201 0.10%
106 DU PONT E I DE NEMOURS & CO 2,800 200 0.10%
107 DU PONT E I DE NEMOURS & CO 8,460 605 0.32%
108 DU PONT E I DE NEMOURS & CO 2,848 204 0.11%
109 DUKE ENERGY CORP NEW 7,250 557 0.29%
110 DUKE ENERGY CORP NEW 4,021 309 0.16%
111 EBAY INC 8,560 494 0.26%
112 ENERGY TRANSFER L P 244,362 15,483 8.07%
113 EOG RES INC 4,164 382 0.20%
114 EQT CORP 4,000 331 0.17%
115 EQT CORP 6,732 558 0.29%
116 EXXON MOBIL CORP 9,350 795 0.41%
117 EXXON MOBIL CORP 7,713 656 0.34%
118 EXXON MOBIL CORP 10,512 894 0.47%
119 EXXON MOBIL CORP 3,568 303 0.16%
120 EXXON MOBIL CORP 2,544 216 0.11%
121 EXXON MOBIL CORP 5,000 425 0.22%
122 EXXON MOBIL CORP 5,500 468 0.24%
123 EXXON MOBIL CORP 50,000 4,250 2.21%
124 EXXON MOBIL CORP 4,892 416 0.22%
125 EXXON MOBIL CORP 19,500 1,658 0.86%
126 EXXON MOBIL CORP 5,000 425 0.22%
127 EXXON MOBIL CORP 16,020 1,362 0.71%
128 EXXON MOBIL CORP 5,944 505 0.26%
129 EXXON MOBIL CORP 3,200 272 0.14%
130 EXXON MOBIL CORP 13,780 1,171 0.61%
131 EXXON MOBIL CORP 3,000 255 0.13%
132 EXXON MOBIL CORP 6,960 592 0.31%
133 EXXON MOBIL CORP 7,143 607 0.32%
134 EXXON MOBIL CORP 3,328 283 0.15%
135 EXXON MOBIL CORP 4,000 340 0.18%
136 EXXON MOBIL CORP 3,339 284 0.15%
137 EXXON MOBIL CORP 3,455 294 0.15%
138 EXXON MOBIL CORP 3,600 306 0.16%
139 EXXON MOBIL CORP 4,640 394 0.21%
140 EXXON MOBIL CORP 4,000 340 0.18%
141 EXXON MOBIL CORP 5,662 481 0.25%
142 EXXON MOBIL CORP 5,000 425 0.22%
143 EXXON MOBIL CORP 5,080 432 0.23%
144 EXXON MOBIL CORP 2,800 238 0.12%
145 EXXON MOBIL CORP 6,325 538 0.28%
146 EXXON MOBIL CORP 4,553 387 0.20%
147 EXXON MOBIL CORP 6,050 514 0.27%
148 EXXON MOBIL CORP 3,555 302 0.16%
149 EXXON MOBIL CORP 5,000 425 0.22%
150 Energy Transfer Partners, L.P. 30,000 1,673 0.87%
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