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Home > Institutional Investor > Capital Wealth Management, Llc > 13F Holdings

Instuitional Investor - Capital Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 76,548 $23,797,242 12.12%
2.
Vanguard Index Fds
 130,854 $19,562,673 9.96%
3.
Spdr Series Trust
 625,264 $18,620,362 9.48%
4.
Spdr Index Shs Fds
 369,931 $13,099,257 6.67%
5.
Vanguard Index Fds
 67,336 $12,118,460 6.17%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)