Lawrence F. Dooley, Jr.

@Capital Wealth Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$233.294M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FALNIshares Tr Recent Activity Increased 0.25%	1.78%	$4.145M 155,189 shares@ $26.72 avg price	Increased 0.25%
BUFBInnovator Etfs Trust Recent Activity Increased 1.58%	1.2%	$2.792M 86,428 shares@ $32.31 avg price	Increased 1.58%
VIGIVanguard Whitehall Fds Recent Activity Increased 3.11%	0.72%	$1.67M 20,875 shares@ $79.99 avg price	Increased 3.11%
FLBLFranklin Templeton Etf Tr Recent Activity Increased 0.06%	0.6%	$1.383M 56,986 shares@ $24.27 avg price	Increased 0.06%
VIOGVanguard Admiral Fds Inc Recent Activity Increased 5.46%	0.43%	$980,084 8,426 shares@ $116.32 avg price	Increased 5.46%
QQQInvesco Qqq Tr Recent Activity Increased 8.91%	0.37%	$862,879 1,688 shares@ $511.19 avg price	Increased 8.91%
IAGGIshares Tr Recent Activity Increased 23.89%	0.36%	$832,116 16,669 shares@ $49.92 avg price	Increased 23.89%
AAPLApple Inc Recent Activity Increased 0.08%	0.3%	$695,430 2,777 shares@ $250.43 avg price	Increased 0.08%