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Lawrence F. Dooley, Jr.

@Capital Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$233.294MTotal holdings41
Assets growth rate-0.03%Assets growth rate (2-Q avg)3.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 41 positions.

Assets under management

The assets under management (AUM) of Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 233.294M in assets, with a quarterly growth rate of -0.03% and a 2-quarter average growth rate of 3.41%. The portfolio is managed by Lawrence F. Dooley, Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPHYSpdr Ser Tr
Recent Activity
New Position
0.44%
$1.007M
42,908 shares@ $23.48 avg price
HASHasbro Inc
Recent Activity
New Position
0.22%
$496,034
8,872 shares@ $55.92 avg price
NETZTcw Etf Trust
Recent Activity
New Position
0.19%
$427,813
5,895 shares@ $72.58 avg price
GRNBVaneck Etf Trust
Recent Activity
New Position
0.16%
$359,505
15,169 shares@ $23.7 avg price