Capital Wealth Management, LLC Portfolio Holdings
Capital Wealth Management, LLC
- $233 Million
- Q3 2024
Capital Wealth Management, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $233 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25.9M, Spdr Portfolio Short Term Corp with a value of $25.1M, Vanguard Value ETF with a value of $23.1M, Spdr Ser Tr Fds Spdr Portfolio with a value of $15.9M, and Fidelity Merrimack Str Tr Tota with a value of $14.2M.
Examining the 13F form we can see an increase of $14.9M in the current position value, from $218M to 233M.
Capital Wealth Management, LLC is based out at W. Warwick, RI
Below you can find more details about Capital Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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