Capital-Wealth-Planning
AI_NATIVE detailed information: This accession holds the following tickers:[ "HOOD", null, "CIB", "RJF", "RF", "ONON", "ABBV", "BABA", "ALL", "GOOGL", "AXP", "TEAM", "ASML", null, "CAT", "AVGO", "BMA", "YMM", "SAN", null, "COF", "DUK", "ERJ", "QFIN", "FCX", "HON", "HD", "IBN", "AZN", "MCD", "UNP", "QCOM", "SCCO", "ISRG", "HWM", "META", null, "LRCX", "LIN", null, "MPC", "MMC", "MSFT", "MUFG", "TMUS", "EQIX", "GE", null, "NVS", "NU", "PCAR", "FAST", "ORCL", "DASH", "PANW", "PEP", null, "PBR", "UNH", "AAPL", "SPY", "NVDA", "GS", "ENB", "PG", "MRK", "VZ", "AMGN", "DGX", "RELX", "SCHX", null, "SHOP", "RIO", "RTX", "GLD", "SAP", null, "IBM", "SYK", "SMFG", "TJX", "TRV", "UPS", null, null, null, "TTE", "TRGP", "TSM", "VRTX", null, "K", "GGAL", "AMD", "SONY", null, "RACE", "AMZN", "TPL", "V", "WMT", "WPM", "WK", "YPF", "CNQ", "AEM", "IHG", "CRM", "RBLX", "DIA", "SPOT", "MELI", "MCK", "BBVA", "BCS", "BRK-B", "CCJ", "CELH", "CVX", "CSCO", "CME", "KO", "CEG", "COST", "CPNG", "CRH", "DE", "EFA", "VOD", "STT", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 171
- Total Value
- 11534101975
- Accession Number
- 0001566728-25-000005
- Form Type
- 13F-HR
- Manager Name
- Capital-Wealth-Planning
Data Enrichment
92% identified157 identified14 unidentified
Holdings
171 positions • $11.5B total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
QUALCOMM INC/DE(QCOMcusip747525103) | 971 | QoQ NEW(+971) YoY NEW(+971) | All Managers (Combined) | $149.2K | 0.0% ($149.2K/$11.5B) | QoQ NEW(+$149.2K) YoY NEW(+$149.2K) |