CAPITAL WEALTH PLANNING, LLC

HTTP://WWW.CAPITALWEALTHPLANNING.COM NAPLES, FL Investment Advisor How do I update this listing?

Capital Wealth Planning is based out of Naples. Capital Wealth Planning is a large advisory firm with 3170 clients and discretionary assets under management (AUM) of $1,564,561,908 (Form ADV from 2019-11-14). Their last reported 13F filing for Q4 2019 included $1,691,859,000 in managed 13F securities and a top 10 holdings concentration of 43.15%. Capital Wealth Planning's largest holding is Home Depot, Inc. (The) with shares held of 371,254. Whalewisdom has at least 30 13F filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $1.692 Billion
  • Prior Market Value $1.575 Billion
  • New Purchases11 stocks
  • Additional Purchases79 stocks
  • Sold out of86 stocks
  • Reduced holdings in68 stocks
  • Top 10 Holdings % 43.15 %
  • Turnover % [1]:51.87%
  • Turnover Alt % [2]: 19.47 %
  • Time Held Top20:3.05 quarters
  • Time Held Top10:1.90 quarters
  • Time Held All:5.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.11%
Performance Last 4 Quarters: 21.02%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAPITAL WEALTH PLANNING, LLC
1016 COLLIER CENTER WAY SUITE 200
NAPLES FL    34110
Country: United States

Business Phone: 239-593-2100
Fax: 239-593-2110
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 3170
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1),11.D (2),11.D (5)
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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CAPITAL WEALTH PLANNING, LLC

ownership team - last updated 2019-11-14
Name Title Start Date Direct/Indirect % Ownership
SIMPSON, KEVIN, GLENN PRESIDENT, MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2005-04-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
IRONS, JOANNA, M MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC MEMBER direct 2005-04-01
BRUNEAU, BRIAN, JOSEPH CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

CAPITAL WEALTH PLANNING, LLC

ownership team - last updated 2019-05-02
Name Title Start Date Direct/Indirect % Ownership
SIMPSON, KEVIN, GLENN PRESIDENT, MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2005-04-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
IRONS, JOANNA, M MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC MEMBER direct 2005-04-01
BRUNEAU, BRIAN, JOSEPH CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

CAPITAL WEALTH PLANNING, LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
SIMPSON, KEVIN, GLENN PRESIDENT, MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2005-04-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
IRONS, JOANNA, M MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC MEMBER direct 2005-04-01
BRUNEAU, BRIAN, JOSEPH CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

CAPITAL WEALTH PLANNING, LLC

ownership team - last updated 2018-04-13
Name Title Start Date Direct/Indirect % Ownership
SIMPSON, KEVIN, GLENN PRESIDENT, MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2005-04-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER direct 2009-06-01
CAPITAL WEALTH PLANNING, LLC PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER direct 2009-06-01
IRONS, JOANNA, M MEMBER 04/01/2005 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC MEMBER direct 2005-04-01
BRUNEAU, BRIAN, JOSEPH CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
CAPITAL WEALTH PLANNING, LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01

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