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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
301 UNITED PARCEL SERVICE INC 12,500 1,212 0.63%
302 UNITED PARCEL SERVICE INC 12,500 1,212 0.63%
303 UNITED PARCEL SERVICE INC 4,700 456 0.24%
304 UNITED PARCEL SERVICE INC 32,500 3,151 1.64%
305 UNITED PARCEL SERVICE INC 4,068 394 0.21%
306 UNITED PARCEL SERVICE INC 3,402 330 0.17%
307 UNITED PARCEL SERVICE INC 3,240 314 0.16%
308 UNITEDHEALTH GROUP INC 2,114 250 0.13%
309 UNITEDHEALTH GROUP INC 2,073 245 0.13%
310 UNITEDHEALTH GROUP INC 1,900 225 0.12%
311 UNITEDHEALTH GROUP INC 6,455 764 0.40%
312 United Parcel Svc Amer Inc Deb 8.375 4/1/2020 100,000 130 0.07% PRN
313 United Parcel Svc Amer Inc Deb 8.375 4/1/2020 100,000 130 0.07% PRN
314 VALERO ENERGY CORP NEW 4,000 254 0.13%
315 VANGUARD INDEX FDS 4,250 358 0.19%
316 VERIZON COMMUNICATIONS INC 17,805 866 0.45%
317 VERIZON COMMUNICATIONS INC 6,900 336 0.18%
318 WAL-MART STORES INC 2,511 207 0.11%
319 WAL-MART STORES INC 3,283 270 0.14%
320 WALGREENS BOOTS ALLIANCE INC 5,400 457 0.24%
321 WASTE MGMT INC DEL 12,179 660 0.34%
322 WASTE MGMT INC DEL 4,060 220 0.11%
323 WASTE MGMT INC DEL 3,950 214 0.11%
324 WASTE MGMT INC DEL 3,901 212 0.11%
325 WELLS FARGO CO NEW 42,690 2,322 1.21%
326 WELLS FARGO CO NEW 42,563 2,315 1.21%
327 WELLS FARGO CO NEW 13,895 756 0.39%
328 WELLS FARGO CO NEW 25,098 1,365 0.71%
329 WELLS FARGO CO NEW 68,564 3,730 1.94%
330 WELLS FARGO CO NEW 11,446 623 0.32%
331 WELLS FARGO CO NEW 8,000 435 0.23%
332 WELLS FARGO CO NEW 25,000 1,360 0.71%
333 WELLS FARGO CO NEW 92,250 5,018 2.61%
334 WISDOMTREE TR 3,700 204 0.11%
335 ZIONS BANCORPORATION 14,416 389 0.20%
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