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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
251 REALTY INCOME CORP 5,000 258 0.13%
252 ROYAL DUTCH SHELL PLC 5,150 323 0.17%
253 SBA COMMUNICATIONS CORP 18,000 2,108 1.10%
254 SCHLUMBERGER LTD 4,047 338 0.18%
255 SELECT SECTOR SPDR TR 24,800 598 0.31%
256 SOUTHERN CO 8,124 360 0.19%
257 SOUTHERN CO 8,460 375 0.20%
258 SPDR DOW JONES INDL AVRG ETF 8,400 1,492 0.78%
259 SPDR S&P 500 ETF TR 1,410 291 0.15%
260 SPDR S&P 500 ETF TR 1,694 350 0.18%
261 SPDR S&P 500 ETF TR 1,620 334 0.17%
262 SPDR S&P 500 ETF TR 1,615 333 0.17%
263 SPDR S&P 500 ETF TR 1,927 398 0.21%
264 SPDR S&P 500 ETF TR 1,936 400 0.21%
265 SPDR S&P 500 ETF TR 1,520 314 0.16%
266 SPDR S&P 500 ETF TR 2,000 413 0.22%
267 SPDR S&P 500 ETF TR 1,493 308 0.16%
268 SPDR S&P 500 ETF TR 1,490 308 0.16%
269 SPDR S&P 500 ETF TR 1,470 303 0.16%
270 SPDR S&P 500 ETF TR 1,465 302 0.16%
271 SPDR S&P 500 ETF TR 11,100 2,291 1.19%
272 SPDR S&P 500 ETF TR 2,138 441 0.23%
273 SPDR S&P 500 ETF TR 2,277 470 0.24%
274 SPDR S&P 500 ETF TR 1,190 246 0.13%
275 SPDR S&P 500 ETF TR 2,372 490 0.26%
276 SPDR S&P 500 ETF TR 1,163 240 0.13%
277 SPDR S&P 500 ETF TR 1,148 237 0.12%
278 SPDR S&P 500 ETF TR 1,145 236 0.12%
279 SPDR S&P 500 ETF TR 1,142 236 0.12%
280 SPDR S&P 500 ETF TR 2,535 523 0.27%
281 SPDR S&P 500 ETF TR 1,131 233 0.12%
282 SPDR S&P 500 ETF TR 2,688 555 0.29%
283 SPDR S&P 500 ETF TR 978 202 0.11%
284 SPDR S&P 500 ETF TR 978 202 0.11%
285 SPDR S&P 500 ETF TR 972 201 0.10%
286 SPDR S&P 500 ETF TR 1,072 221 0.12%
287 SPDR S&P 500 ETF TR 998 206 0.11%
288 SPDR S&P 500 ETF TR 1,003 207 0.11%
289 SPDR S&P 500 ETF TR 1,015 210 0.11%
290 SPDR S&P 500 ETF TR 1,023 211 0.11%
291 SPDR S&P 500 ETF TR 1,037 214 0.11%
292 SPDR S&P 500 ETF TR 1,030 213 0.11%
293 STATE STR CORP 5,000 368 0.19%
294 Savoy Energy Corp 25,000 1 0.00%
295 Standard Chartered PLC 22,400 360 0.19%
296 THERMO FISHER SCIENTIFIC INC 14,300 1,921 1.00%
297 TRAVELERS COMPANIES INC 3,250 351 0.18%
298 UNITED PARCEL SERVICE INC 12,500 1,212 0.63%
299 UNITED PARCEL SERVICE INC 28,076 2,722 1.42%
300 UNITED PARCEL SERVICE INC 2,500 242 0.13%
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