Capital Wealth Planning 13F annual report (2023) | wallmine GB

Capital Wealth Planning 13F Annual Report (2023) | Wallmine GB

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Capital Wealth Planning 13F annual report Capital Wealth Planning is an investment fund managing more than $7.39 trillion ran by Louis Albenga. There are currently 131 companies in …

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Capital Wealth Management 13F Annual Report (2023) | Wallmine

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$129 million Assets Under Management (AUM) As of 26th January 2023, Capital Wealth Management’s top holding is 272,846 shares of Vanguard Index Fds currently worth over …

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Capital Wealth Planning 13F Annual Report (2024) | Wallmine

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As of 2nd August 2024, Capital Wealth Planning’s top holding is 1,216,350 shares of Microsoft currently worth over $544 billion and making up 5.7% of the portfolio value.Relative to the …

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CAPITAL WEALTH PLANNING, LLC Top 13F Holdings

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Capital Wealth Planning is a large advisory firm with 10686 clients and discretionary assets under management (AUM) of $9,242,682,912 (Form ADV from 2024-02-26). Their last reported 13F …

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Capital Wealth Planning 13F Annual Report (2024) | Wallmine GB

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Capital Wealth Planning 13F annual report Capital Wealth Planning is an investment fund managing more than $9.35 trillion ran by Louis Albenga. There are currently 132 companies in …

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Capital Planning Advisors 13F Annual Report (2023) | Wallmine GB

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Capital Planning Advisors is an investment fund managing more than $376 million ran by Lawrence Hansen. There are currently 113 companies in Mr. Hansen’s portfolio. The largest …

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Capital Wealth Alliance 13F Annual Report (2023) | Wallmine GB

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Capital Wealth Alliance 13F annual report Capital Wealth Alliance is an investment fund managing more than $103 billion ran by Robert Wong. There are currently 75 companies in Mr. Wong’s …

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Capital Planning Advisors 13F Annual Report (2024) | Wallmine

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Capital Planning Advisors 13F annual report Capital Planning Advisors is an investment fund managing more than $477 billion ran by Lawrence Hansen. There are currently 101 …

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Capital Advisors 13F Annual Report (2023) – Wallmine.com

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$661 million Assets Under Management (AUM) As of 19th July 2023, Capital Advisors’s top holding is 122,070 shares of Spdr Sp 500 Etf Tr currently worth over $54.1 million and ma

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Capital Wealth Management 13F Annual Report (2024) | Wallmine GB

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$182 billion Assets Under Management (AUM) As of 24th October 2023, Capital Wealth Management’s top holding is 288,826 shares of Vanguard Index Fds currently worth over …

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Total Wealth Planning 13F Annual Report (2023) | Wallmine GB

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As of 7th April 2023, Total Wealth Planning’s top holding is 727,483 shares of Vanguard Scottsdale Fds currently worth over $55.5 billion and making up 12.2% of the portfolio value. …

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Total Wealth Planning 13F Annual Report (2023) | Wallmine

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Total Wealth Planning 13F annual report Total Wealth Planning is an investment fund managing more than $453 billion ran by Robert Siegmann. There are currently 30 companies in Mr. …

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Falcon Wealth Planning 13F Annual Report (2023) | Wallmine

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Falcon Wealth Planning 13F annual report Falcon Wealth Planning is an investment fund managing more than $400 billion ran by Ray Bartolome. There are currently 48 companies in …

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Wealth 13F Annual Report (2024) | Wallmine

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Wealth 13F annual report. Wealth is an investment fund managing more than $132 million ran by Cornelius Iii. There are currently 131 companies in Mr. Iii’s portfolio. The largest investments …

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Forbes Planning 13F Annual Report (2023) | Wallmine GB

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Forbes Planning 13F annual report Forbes Planning is an investment fund managing more than $104 billion ran by Daniel Forbes. There are currently 18 companies in Mr. Forbes’s portfolio. …

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Capital Planning 13F Annual Report (2024) | Wallmine GB

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Capital Planning is an investment fund managing more than $307 billion ran by Michael Miller. There are currently 81 companies in Mr. Miller’s portfolio. The largest investments include …

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Correct Capital Wealth Management 13F Annual Report - Wallmine

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Correct Capital Wealth Management closed its position in iShares S&P Small-Cap 600 Growth ETF on 13th August 2024. It sold the previously owned 138,983 shares for $18.2 billion. Pintip …

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Walleye Capital 13F Annual Report (2024) | Wallmine GB

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As of 7th August 2024, Walleye Capital’s top holding is 728,146 shares of Amazon.com currently worth over $141 billion and making up 1.6% of the portfolio value. Relative to the number of …

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