{"url":"https://nivawealth.com/firms/capital-wealth-planning-150764","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/150764","regulatoryAum":17247323339,"crd":"150764","secFileNumber":"801-70333","legalName":"Capital Wealth Planning, LLC","displayName":"Capital Wealth Planning","website":"http://www.capitalwealthplanning.com","linkedinUrl":"https://www.linkedin.com/company/capital-wealth-planning","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"9015 Strada Stell CT, Suite 203","city":"Naples","state":"FL","stateName":"Florida","country":"United States","postalCode":"34109"},"tradeNames":[],"registration":{"secApproved":"30 June 2009","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":30,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":17247323339,"discretionaryAccounts":14502,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":9663427008,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":11151,"regulatoryAum":6974439561},{"label":"High-net-worth individuals","clients":1066,"regulatoryAum":2608515388},{"label":"Investment companies","clients":3,"regulatoryAum":7034321533},{"label":"Charitable organizations","clients":89,"regulatoryAum":221164065},{"label":"Corporations and other businesses","clients":271,"regulatoryAum":408882792}],"fees":[],"feeNotes":[],"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"ST Petersburg, FL","smaAssets":6836260565}],"custodyNote":"Capital Wealth Planning does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kevin Simpson","title":"President, Member, Manager","crd":"2250499"},{"name":"Ryan Carney","title":"Chief Compliance Officer","crd":"6505864"},{"name":"Joanna Irons","title":"Member","crd":"5900677"}],"ownership":[{"label":"Kevin Simpson","detail":"President, member, manager in the 50% to 75% ownership band and a control person, since April 2005."},{"label":"Joanna Irons","detail":"Member in the 50% to 75% ownership band and a control person, since April 2005."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"9015 Strada Stell CT, Suite 203","city":"Naples","headquarters":true},{"street":"5121 Castello Drive, Suite 1","city":"Naples"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"239-593-2100","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":88},{"label":"Securities issued by registered investment companies or business development companies","percent":6},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"20 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/150764/PDF/150764.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Capital Wealth Planning have?","answer":"Capital Wealth Planning has 12,580 clients and manages $17.2 billion for them, as of March 2026. They include 11,151 other individuals, 1,066 high-net-worth individuals and 271 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capital Wealth Planning offer?","answer":"Capital Wealth Planning provides portfolio management for individuals and small businesses, portfolio management for institutions and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Capital Wealth Planning use?","answer":"Capital Wealth Planning’s separately managed account assets are held at Raymond James & Associates, Inc. (ST Petersburg, FL), with $6,836,260,565. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Capital Wealth Planning have?","answer":"Capital Wealth Planning has 9 investment adviser representatives registered with state securities authorities, out of 30 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capital Wealth Planning invest in?","answer":"At the end of its last fiscal year, Capital Wealth Planning’s separately managed accounts held 88% exchange-traded equities, 6% registered funds (mutual funds, ETFs, BDCs) and 6% cash and equivalents. It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Capital Wealth Planning?","answer":"Capital Wealth Planning’s direct owners are Kevin Simpson (50% to 75%) and Joanna Irons (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Capital Wealth Planning get paid?","answer":"Capital Wealth Planning is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/capital-wealth-planning-150764/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1566728/000208585326001006/0002085853-26-001006-index.html","totalValue":20021627156,"positionCount":154,"top10Share":0.446994226856234,"top10":[{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1275597304,"shares":1197856,"shareType":"SH","priorValue":840301230,"priorShares":1186096},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1034673850,"shares":3575732,"shareType":"SH","priorValue":901866752,"priorShares":3553595},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1025147275,"shares":1013622,"shareType":"SH","priorValue":903087397,"priorShares":1067492},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":968475157,"shares":2596309,"shareType":"SH","priorValue":928240187,"priorShares":2507605},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":943467692,"shares":2882314,"shareType":"SH","priorValue":845143442,"priorShares":2873074},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":814272508,"shares":2407310,"shareType":"SH","priorValue":795476380,"priorShares":2629848},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":736464775,"shares":2033759,"shareType":"SH","priorValue":651878286,"priorShares":1852716},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":728513611,"shares":4808671,"shareType":"SH","priorValue":743704406,"priorShares":4656885},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":711670362,"shares":3222707,"shareType":"SH","priorValue":675864726,"priorShares":2288352},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":711269217,"shares":4290958,"shareType":"SH","priorValue":799775256,"priorShares":3865516}],"positionsListed":154,"positions":[{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":1275597304,"shares":1197856,"shareType":"SH","priorValue":840301230,"priorShares":1186096},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1034673850,"shares":3575732,"shareType":"SH","priorValue":901866752,"priorShares":3553595},{"issuer":"GOLDMAN SACHS GROUP INC","titleOfClass":"COM","cusip":"38141G104","value":1025147275,"shares":1013622,"shareType":"SH","priorValue":903087397,"priorShares":1067492},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":968475157,"shares":2596309,"shareType":"SH","priorValue":928240187,"priorShares":2507605},{"issuer":"JPMORGAN CHASE & CO","titleOfClass":"COM","cusip":"46625H100","value":943467692,"shares":2882314,"shareType":"SH","priorValue":845143442,"priorShares":2873074},{"issuer":"AMERICAN EXPRESS CO","titleOfClass":"COM","cusip":"025816109","value":814272508,"shares":2407310,"shareType":"SH","priorValue":795476380,"priorShares":2629848},{"issuer":"AMGEN INC","titleOfClass":"COM","cusip":"031162100","value":736464775,"shares":2033759,"shareType":"SH","priorValue":651878286,"priorShares":1852716},{"issuer":"TJX COS INC NEW","titleOfClass":"COM","cusip":"872540109","value":728513611,"shares":4808671,"shareType":"SH","priorValue":743704406,"priorShares":4656885},{"issuer":"CME GROUP INC","titleOfClass":"COM","cusip":"12572Q105","value":711670362,"shares":3222707,"shareType":"SH","priorValue":675864726,"priorShares":2288352},{"issuer":"CHEVRON CORPORATION","titleOfClass":"COM","cusip":"166764100","value":711269217,"shares":4290958,"shareType":"SH","priorValue":799775256,"priorShares":3865516},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":654351937,"shares":2326916,"shareType":"SH","priorValue":642304075,"priorShares":2649879},{"issuer":"VISA INC","titleOfClass":"COM CL A","cusip":"92826C839","value":630009273,"shares":1836280,"shareType":"SH","priorValue":708318238,"priorShares":2343562},{"issuer":"MERCK & CO INC","titleOfClass":"COM","cusip":"58933Y105","value":605054950,"shares":4708599,"shareType":"SH","priorValue":543317430,"priorShares":4516730},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":598386206,"shares":5283297,"shareType":"SH","priorValue":640643025,"priorShares":5154836},{"issuer":"RTX CORPORATION","titleOfClass":"COM","cusip":"75513E101","value":596817490,"shares":3145615,"shareType":"SH","priorValue":888868481,"priorShares":4607925},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":580666450,"shares":1646440,"shareType":"SH","priorValue":719983020,"priorShares":2189130},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":519517812,"shares":1921933,"shareType":"SH","priorValue":665464411,"priorShares":2141203},{"issuer":"NVIDIA CORPORATION","titleOfClass":"COM","cusip":"67066G104","value":495287959,"shares":2475326,"shareType":"SH","priorValue":101343816,"priorShares":581100},{"issuer":"COCA COLA CO","titleOfClass":"COM","cusip":"191216100","value":485230124,"shares":5970593,"shareType":"SH","priorValue":364181031,"priorShares":4788705},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR BLO 1 ETF","cusip":"78468R663","value":456009589,"shares":4976098,"shareType":"SH","priorValue":364933223,"priorShares":3982248},{"issuer":"FEDEX CORP","titleOfClass":"COM","cusip":"31428X106","value":430798611,"shares":1375782,"shareType":"SH","priorValue":380586680,"priorShares":1068523},{"issuer":"MARATHON PETE CORP","titleOfClass":"COM","cusip":"56585A102","value":403439711,"shares":1577970,"shareType":"SH","priorValue":400776379,"priorShares":1641315},{"issuer":"AGNICO EAGLE MINES LTD","titleOfClass":"COM","cusip":"008474108","value":398645970,"shares":2569754,"shareType":"SH","priorValue":499178622,"priorShares":2459250},{"issuer":"NORFOLK SOUTHN CORP","titleOfClass":"COM","cusip":"655844108","value":374289382,"shares":1189769,"shareType":"SH","priorValue":257833338,"priorShares":898374},{"issuer":"DUKE ENERGY CORP NEW","titleOfClass":"COM NEW","cusip":"26441C204","value":362735952,"shares":2865666,"shareType":"SH","priorValue":358882128,"priorShares":2740814},{"issuer":"AMPLIFY ETF TR","titleOfClass":"SAMSUNG SOFR ETF","cusip":"032108672","value":353711228,"shares":3532520,"shareType":"SH","priorValue":327322631,"priorShares":3268487},{"issuer":"FREEPORT MCMORAN INC","titleOfClass":"CL B","cusip":"35671D857","value":334722619,"shares":5322350,"shareType":"SH","priorValue":267592,"priorShares":4552},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COM","cusip":"039483102","value":317166234,"shares":4151390,"shareType":"SH"},{"issuer":"VERIZON COMMUNICATIONS INC","titleOfClass":"COM","cusip":"92343V104","value":173425686,"shares":4096031,"shareType":"SH","priorValue":190338502,"priorShares":3791604},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 1","cusip":"46090E103","value":108649751,"shares":147542,"shareType":"SH","priorValue":70523315,"priorShares":122186},{"issuer":"FEDEX FGHT HLDG CO INC","titleOfClass":"COMMON STOCK","cusip":"314352105","value":102941809,"shares":681734,"shareType":"SH"},{"issuer":"ALPHABET INC","titleOfClass":"CAP STK CL A","cusip":"02079K305","value":102839843,"shares":287769,"shareType":"SH","priorValue":70616240,"priorShares":245570},{"issuer":"FASTENAL CO","titleOfClass":"COM","cusip":"311900104","value":82112088,"shares":1709600,"shareType":"SH","priorValue":79330869,"priorShares":1709717},{"issuer":"TAIWAN SEMICONDUCTOR MANUFAC","titleOfClass":"SPONSORED ADS","cusip":"874039100","value":72664663,"shares":152155,"shareType":"SH","priorValue":42432326,"priorShares":125558},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":61012895,"shares":255991,"shareType":"SH","priorValue":49734876,"priorShares":238800},{"issuer":"BROADCOM INC","titleOfClass":"COM","cusip":"11135F101","value":51482204,"shares":136286,"shareType":"SH","priorValue":36127961,"priorShares":116726},{"issuer":"ELI LILLY & CO","titleOfClass":"COM","cusip":"532457108","value":47674991,"shares":39748,"shareType":"SH","priorValue":28339971,"priorShares":30812},{"issuer":"TESLA INC","titleOfClass":"COM","cusip":"88160R101","value":47672907,"shares":113345,"shareType":"SH","priorValue":34443382,"priorShares":92652},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":47472754,"shares":63571,"shareType":"SH","priorValue":40234594,"priorShares":61867},{"issuer":"BANK MONTREAL MEDIUM","titleOfClass":"COM","cusip":"063671101","value":45553613,"shares":257802,"shareType":"SH","priorValue":31717335,"priorShares":234353},{"issuer":"ASML HLDG NV","titleOfClass":"N Y REGISTRY SHS","cusip":"N07059210","value":45176204,"shares":22708,"shareType":"SH","priorValue":21201963,"priorShares":16052},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":43339586,"shares":76940,"shareType":"SH","priorValue":45747564,"priorShares":79960},{"issuer":"MITSUBISHI UFJ FINANCIAL GRO","titleOfClass":"SPONSORED ADS","cusip":"606822104","value":40963574,"shares":2059506,"shareType":"SH","priorValue":28830248,"priorShares":1698895},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":40956593,"shares":215993,"shareType":"SH","priorValue":26348000,"priorShares":133597},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":39261964,"shares":67587,"shareType":"SH","priorValue":18594315,"priorShares":91404},{"issuer":"SUMITOMO MITSUI FIN GRP INC","titleOfClass":"SPONSORED ADR","cusip":"86562M209","value":39141904,"shares":1659962,"shareType":"SH","priorValue":25788661,"priorShares":1305755},{"issuer":"AMERICA MOVIL SAB DE CV","titleOfClass":"SPON ADS RP CL B","cusip":"02390A101","value":38812530,"shares":1493364,"shareType":"SH","priorValue":26605732,"priorShares":1044181},{"issuer":"MICRON TECHNOLOGY INC","titleOfClass":"COM","cusip":"595112103","value":35923862,"shares":31122,"shareType":"SH","priorValue":16808229,"priorShares":49752},{"issuer":"BRITISH AMERN TOB PLC","titleOfClass":"SPONSORED ADR","cusip":"110448107","value":35895464,"shares":581209,"shareType":"SH","priorValue":23726951,"priorShares":405797},{"issuer":"CAMECO CORP","titleOfClass":"COM","cusip":"13321L108","value":33408756,"shares":327987,"shareType":"SH","priorValue":29382372,"priorShares":270531},{"issuer":"SOUTHERN COPPER CORP","titleOfClass":"COM","cusip":"84265V105","value":33234681,"shares":190719,"shareType":"SH","priorValue":21940762,"priorShares":127518},{"issuer":"FOMENTO ECONOMICO MEXICANO S","titleOfClass":"SPON ADR UNITS","cusip":"344419106","value":33154878,"shares":259225,"shareType":"SH","priorValue":17143555,"priorShares":154363},{"issuer":"VODAFONE GROUP PLC","titleOfClass":"SPONSORED ADR","cusip":"92857W308","value":30522745,"shares":2307958,"shareType":"SH","priorValue":20943197,"priorShares":1394354},{"issuer":"ASE TECHNOLOGY HLDG CO LTD","titleOfClass":"SPONSORED ADS","cusip":"00215W100","value":29126314,"shares":645530,"shareType":"SH","priorValue":11545944,"priorShares":532562},{"issuer":"NUTRIEN LTD","titleOfClass":"COM","cusip":"67077M108","value":27839638,"shares":442250,"shareType":"SH","priorValue":37895635,"priorShares":502195},{"issuer":"TEVA PHARMACEUTICAL INDS LTD","titleOfClass":"SPONSORED ADS","cusip":"881624209","value":27332419,"shares":806742,"shareType":"SH","priorValue":15813000,"priorShares":525000},{"issuer":"ENBRIDGE INC","titleOfClass":"COM","cusip":"29250N105","value":27031816,"shares":498650,"shareType":"SH","priorValue":22295502,"priorShares":411812},{"issuer":"ALIBABA GROUP HLDG LTD","titleOfClass":"SPONSORED ADS","cusip":"01609W102","value":26720640,"shares":278398,"shareType":"SH","priorValue":30405984,"priorShares":242356},{"issuer":"CISCO SYS INC","titleOfClass":"COM","cusip":"17275R102","value":25979285,"shares":221176,"shareType":"SH","priorValue":16554163,"priorShares":213354},{"issuer":"IMPERIAL OIL LTD","titleOfClass":"COM NEW","cusip":"453038408","value":25494856,"shares":227592,"shareType":"SH","priorValue":21820776,"priorShares":166800},{"issuer":"ANHEUSER BUSCH INBEV SA NV","titleOfClass":"SPONSORED ADR","cusip":"03524A108","value":25467945,"shares":309077,"shareType":"SH","priorValue":17691639,"priorShares":255033},{"issuer":"BANCO BILBAO VIZCAYA ARGENTA","titleOfClass":"SPONSORED ADR","cusip":"05946K101","value":25455172,"shares":1015769,"shareType":"SH","priorValue":18151102,"priorShares":838001},{"issuer":"BAIDU INC","titleOfClass":"SPON ADR REP A","cusip":"056752108","value":24917506,"shares":218020,"shareType":"SH","priorValue":18289482,"priorShares":164149},{"issuer":"BANCO SANTANDER SA","titleOfClass":"ADR","cusip":"05964H105","value":24250064,"shares":1757251,"shareType":"SH","priorValue":16378718,"priorShares":1452014},{"issuer":"NOVARTIS AG","titleOfClass":"SPONSORED ADR","cusip":"66987V109","value":23817365,"shares":151974,"shareType":"SH","priorValue":19157752,"priorShares":125419},{"issuer":"RIO TINTO PLC","titleOfClass":"SPONSORED ADR","cusip":"767204100","value":23650101,"shares":249132,"shareType":"SH","priorValue":13555783,"priorShares":145308},{"issuer":"BARCLAYS PLC","titleOfClass":"ADR","cusip":"06738E204","value":23252675,"shares":865699,"shareType":"SH","priorValue":19175679,"priorShares":906223},{"issuer":"LAM RESEARCH CORP","titleOfClass":"COM NEW","cusip":"512807306","value":21825112,"shares":50366,"shareType":"SH","priorValue":11179977,"priorShares":52326},{"issuer":"ENI SPA","titleOfClass":"SPONSORED ADR","cusip":"26874R108","value":21521533,"shares":459273,"shareType":"SH","priorValue":21450718,"priorShares":378921},{"issuer":"INTEL CORP","titleOfClass":"COM","cusip":"458140100","value":21343004,"shares":152854,"shareType":"SH","priorValue":8064802,"priorShares":182751},{"issuer":"NETEASE COM INC","titleOfClass":"SPONSORED ADS","cusip":"64110W102","value":21300841,"shares":166231,"shareType":"SH","priorValue":10278219,"priorShares":91819},{"issuer":"SHINHAN FINANCIAL GROUP CO L","titleOfClass":"SPN ADR RESTRD","cusip":"824596100","value":21179579,"shares":334855,"shareType":"SH","priorValue":16943881,"priorShares":276319},{"issuer":"ARCELORMITTAL SA LUXEMBOURG","titleOfClass":"NY REGISTRY SH","cusip":"03938L203","value":21104099,"shares":350450,"shareType":"SH","priorValue":10389554,"priorShares":199876},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":20833349,"shares":82790,"shareType":"SH","priorValue":12409150,"priorShares":57056},{"issuer":"ITAU UNIBANCO HLDG S A","titleOfClass":"SPON ADR REP PFD","cusip":"465562106","value":19494911,"shares":2386158,"shareType":"SH"},{"issuer":"BANCO MACRO S A","titleOfClass":"SPON ADR B","cusip":"05961W105","value":19098910,"shares":206274,"shareType":"SH","priorValue":16880664,"priorShares":218181},{"issuer":"YPF SOCIEDAD ANONIMA","titleOfClass":"SPON ADR CL D","cusip":"984245100","value":18008075,"shares":396043,"shareType":"SH"},{"issuer":"NETFLIX INC.","titleOfClass":"COM","cusip":"64110L106","value":17664860,"shares":247407,"shareType":"SH","priorValue":24014424,"priorShares":249760},{"issuer":"WHEATON PRECIOUS METALS CORP","titleOfClass":"COM","cusip":"962879102","value":17394886,"shares":154869,"shareType":"SH","priorValue":21943127,"priorShares":167492},{"issuer":"COSTCO WHOLESALE CORPORATION","titleOfClass":"COM","cusip":"22160K105","value":17367016,"shares":18565,"shareType":"SH","priorValue":15984735,"priorShares":16042},{"issuer":"GRUPO CIBEST SA","titleOfClass":"SPON ADS","cusip":"40090E106","value":16740270,"shares":210755,"shareType":"SH","priorValue":23070431,"priorShares":316858},{"issuer":"COMPANHIA DE SANEAMENTO BASI","titleOfClass":"SPONSORED ADR","cusip":"20441A102","value":16537146,"shares":2861098,"shareType":"SH","priorValue":21779848,"priorShares":713859},{"issuer":"APPLIED MATLS INC","titleOfClass":"COM","cusip":"038222105","value":16475739,"shares":22788,"shareType":"SH","priorValue":8118540,"priorShares":23753},{"issuer":"LATAM AIRLINES GROUP SA","titleOfClass":"SPONSORED ADR","cusip":"51817R205","value":16175169,"shares":277590,"shareType":"SH","priorValue":11321266,"priorShares":228990},{"issuer":"RAYMOND JAMES FINL INC","titleOfClass":"COM","cusip":"754730109","value":14330348,"shares":94260,"shareType":"SH","priorValue":13647905,"priorShares":94260},{"issuer":"UNILEVER PLC","titleOfClass":"SPON ADR NEW","cusip":"904767803","value":14054673,"shares":233777,"shareType":"SH"},{"issuer":"ALTRIA GROUP INC","titleOfClass":"COM","cusip":"02209S103","value":13405220,"shares":186313,"shareType":"SH","priorValue":8205461,"priorShares":124344},{"issuer":"GE VERNOVA INC","titleOfClass":"COM","cusip":"36828A101","value":13371084,"shares":11381,"shareType":"SH","priorValue":412883,"priorShares":473},{"issuer":"CANADIAN PACIFIC KANSAS CITY","titleOfClass":"COM","cusip":"13646K108","value":13266895,"shares":153109,"shareType":"SH","priorValue":14645863,"priorShares":186192},{"issuer":"PALO ALTO NETWORKS INC","titleOfClass":"COM","cusip":"697435105","value":13161326,"shares":38594,"shareType":"SH","priorValue":6668190,"priorShares":41593},{"issuer":"TELECOM ARGENTINA SA","titleOfClass":"SPON ADR REP B","cusip":"879273209","value":12317500,"shares":947500,"shareType":"SH"},{"issuer":"ALLSTATE CORP","titleOfClass":"COM","cusip":"020002101","value":12111860,"shares":50903,"shareType":"SH","priorValue":8873323,"priorShares":42796},{"issuer":"TENARIS S A","titleOfClass":"SPONSORED ADS","cusip":"88031M109","value":11564560,"shares":208408,"shareType":"SH","priorValue":13993105,"priorShares":240514},{"issuer":"SASOL LTD","titleOfClass":"SPONSORED ADR","cusip":"803866300","value":11422575,"shares":1163195,"shareType":"SH","priorValue":15950520,"priorShares":1230750},{"issuer":"LINDE PLC","titleOfClass":"SHS","cusip":"G54950103","value":11092351,"shares":21375,"shareType":"SH","priorValue":8428416,"priorShares":17001},{"issuer":"CEMEX SA EURO MTN BE 144A","titleOfClass":"SPON ADR NEW","cusip":"151290889","value":10629264,"shares":885772,"shareType":"SH","priorValue":5197741,"priorShares":454348},{"issuer":"HASBRO INC","titleOfClass":"COM","cusip":"418056107","value":10628094,"shares":128685,"shareType":"SH","priorValue":8759088,"priorShares":93580},{"issuer":"STEEL DYNAMICS INC","titleOfClass":"COM","cusip":"858119100","value":10534968,"shares":45912,"shareType":"SH","priorValue":6685740,"priorShares":37143},{"issuer":"PALANTIR TECHNOLOGIES INC","titleOfClass":"CL A","cusip":"69608A108","value":10104438,"shares":86607,"shareType":"SH","priorValue":11498632,"priorShares":78607},{"issuer":"TOTALENERGIES SE","titleOfClass":"ACT","cusip":"F92124100","value":9639285,"shares":123962,"shareType":"SH","priorValue":9323812,"priorShares":102482},{"issuer":"EMBRAER S.A.","titleOfClass":"SPONSORED ADS","cusip":"29082A107","value":9405587,"shares":147423,"shareType":"SH","priorValue":11837677,"priorShares":199489},{"issuer":"PETROLEO BRASILEIRO S A","titleOfClass":"SPONSORED ADR","cusip":"71654V408","value":9312119,"shares":576245,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"MSCI EAFE ETF","cusip":"464287465","value":9143725,"shares":88022,"shareType":"SH","priorValue":8407379,"priorShares":86558},{"issuer":"SANDISK CORP","titleOfClass":"COM","cusip":"80004C200","value":8653817,"shares":3806,"shareType":"SH"},{"issuer":"ADECOAGRO S A","titleOfClass":"COM","cusip":"L00849106","value":8385473,"shares":878060,"shareType":"SH"},{"issuer":"EATON CORP PLC","titleOfClass":"SHS","cusip":"G29183103","value":7833364,"shares":18383,"shareType":"SH","priorValue":6723481,"priorShares":18798},{"issuer":"QUEST DIAGNOSTICS INC","titleOfClass":"COM","cusip":"74834L100","value":7601966,"shares":35867,"shareType":"SH","priorValue":7250042,"priorShares":36994},{"issuer":"GLOBAL X FDS","titleOfClass":"1 3 MO T BI ET","cusip":"37960A438","value":7416531,"shares":73914,"shareType":"SH"},{"issuer":"ROCKET LAB CORP","titleOfClass":"COM","cusip":"773121108","value":7339435,"shares":72203,"shareType":"SH","priorValue":4843473,"priorShares":75420},{"issuer":"STATE STR SPDR DOW JONES IND","titleOfClass":"UT SER 1","cusip":"78467X109","value":7187564,"shares":13759,"shareType":"SH","priorValue":7704239,"priorShares":16633},{"issuer":"PACCAR INC","titleOfClass":"COM","cusip":"693718108","value":6910294,"shares":57528,"shareType":"SH","priorValue":6690252,"priorShares":57924},{"issuer":"ELBIT SYS LTD","titleOfClass":"ORD","cusip":"M3760D101","value":6669908,"shares":8791,"shareType":"SH","priorValue":17858061,"priorShares":21032},{"issuer":"EXELON CORP","titleOfClass":"COM","cusip":"30161N101","value":5986694,"shares":128415,"shareType":"SH","priorValue":6838129,"priorShares":139497},{"issuer":"SLB LIMITED","titleOfClass":"COM STK","cusip":"806857108","value":5675128,"shares":122072,"shareType":"SH","priorValue":6603872,"priorShares":128505},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR INDL ETF","cusip":"81369Y704","value":5165879,"shares":27889,"shareType":"SH","priorValue":4453074,"priorShares":27534},{"issuer":"STRYKER CORPORATION","titleOfClass":"COM","cusip":"863667101","value":4927526,"shares":15651,"shareType":"SH","priorValue":5121367,"priorShares":15586},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":4331153,"shares":31679,"shareType":"SH","priorValue":4689572,"priorShares":27641},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR FINL ETF","cusip":"81369Y605","value":3554629,"shares":66305,"shareType":"SH","priorValue":4547861,"priorShares":92118},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":3476034,"shares":9436,"shareType":"SH","priorValue":3333457,"priorShares":7747},{"issuer":"SK TELECOM CO LTD","titleOfClass":"SPONSORED ADR","cusip":"78440P306","value":3310181,"shares":102929,"shareType":"SH","priorValue":2489666,"priorShares":85001},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR SP METAL","cusip":"78464A755","value":3231425,"shares":30220,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"SHOR S&P 500 NEW","cusip":"74349Y753","value":3090936,"shares":93608,"shareType":"SH","priorValue":3257618,"priorShares":85885},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR ENERG ETF","cusip":"81369Y506","value":2961892,"shares":55769,"shareType":"SH","priorValue":358739,"priorShares":5856},{"issuer":"TRAVELERS COMPANIES INC","titleOfClass":"COM","cusip":"89417E109","value":2647232,"shares":8019,"shareType":"SH","priorValue":2333440,"priorShares":8000},{"issuer":"LUMENTUM HLDGS INC","titleOfClass":"COM","cusip":"55024U109","value":2574180,"shares":3000,"shareType":"SH"},{"issuer":"AMPLIFY ETF TR","titleOfClass":"CWP ENHANCED DIV","cusip":"032108409","value":1879596,"shares":41129,"shareType":"SH","priorValue":1502215,"priorShares":33494},{"issuer":"VANECK ETF TRUST","titleOfClass":"AGRIBUSINESS ETF","cusip":"92189F700","value":1718323,"shares":21696,"shareType":"SH"},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":1598220,"shares":3845,"shareType":"SH","priorValue":1049967,"priorShares":3880},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1360060,"shares":2718,"shareType":"SH","priorValue":1325946,"priorShares":2767},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":1260212,"shares":4962,"shareType":"SH","priorValue":1283003,"priorShares":5249},{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":1193115,"shares":6983,"shareType":"SH"},{"issuer":"WORKDAY INC","titleOfClass":"CL A","cusip":"98138H101","value":1014495,"shares":8287,"shareType":"SH","priorValue":1076257,"priorShares":8284},{"issuer":"PROCTER & GAMBLE CO","titleOfClass":"COM","cusip":"742718109","value":989775,"shares":6750,"shareType":"SH","priorValue":1250837,"priorShares":8660},{"issuer":"PARKER-HANNIFIN CORP","titleOfClass":"COM","cusip":"701094104","value":928236,"shares":949,"shareType":"SH","priorValue":851373,"priorShares":951},{"issuer":"LOCKHEED MARTIN CORP","titleOfClass":"COM","cusip":"539830109","value":823883,"shares":1617,"shareType":"SH","priorValue":983232,"priorShares":1627},{"issuer":"REGIONS FINANCIAL CORP NEW","titleOfClass":"COM","cusip":"7591EP100","value":741017,"shares":24537,"shareType":"SH","priorValue":640906,"priorShares":24537},{"issuer":"GE AEROSPACE","titleOfClass":"COM NEW","cusip":"369604301","value":657815,"shares":1760,"shareType":"SH","priorValue":522739,"priorShares":1842},{"issuer":"PEPSICO INC","titleOfClass":"COM","cusip":"713448108","value":466453,"shares":3445,"shareType":"SH","priorValue":537303,"priorShares":3460},{"issuer":"ISHARES TR","titleOfClass":"US TRSPRTION","cusip":"464287192","value":455862,"shares":5255,"shareType":"SH","priorValue":273435,"priorShares":3665},{"issuer":"TEXAS PACIFIC LAND CORPORATI","titleOfClass":"COM","cusip":"88262P102","value":393876,"shares":900,"shareType":"SH","priorValue":427104,"priorShares":900},{"issuer":"DEERE & CO","titleOfClass":"COM","cusip":"244199105","value":374520,"shares":590,"shareType":"SH","priorValue":324133,"priorShares":575},{"issuer":"TELEDYNE TECHNOLOGIES INC","titleOfClass":"COM","cusip":"879360105","value":369463,"shares":554,"shareType":"SH","priorValue":337596,"priorShares":558},{"issuer":"AMPLIFY ETF TR","titleOfClass":"CWP GRO INC ETF","cusip":"032108524","value":357933,"shares":11995,"shareType":"SH","priorValue":311680,"priorShares":11695},{"issuer":"CONSTELLATION ENERGY CORP","titleOfClass":"COM","cusip":"21037T109","value":330798,"shares":1332,"shareType":"SH","priorValue":392838,"priorShares":1407},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US LRG CAP ETF","cusip":"808524201","value":300657,"shares":10216,"shareType":"SH","priorValue":257579,"priorShares":10046},{"issuer":"ISHARES INC","titleOfClass":"MSCI BRAZIL ETF","cusip":"464286400","value":241500,"shares":7000,"shareType":"SH"},{"issuer":"AMPLIFY ETF TR","titleOfClass":"CWP INTL ENHANCE","cusip":"032108722","value":241362,"shares":5747,"shareType":"SH"},{"issuer":"MEDTRONIC PLC","titleOfClass":"SHS","cusip":"G5960L103","value":239689,"shares":3064,"shareType":"SH","priorValue":305219001,"priorShares":3522435},{"issuer":"MARSH & MCLENNAN COS INC","titleOfClass":"COM","cusip":"571748102","value":239671,"shares":1438,"shareType":"SH","priorValue":244044,"priorShares":1407},{"issuer":"EMERSON ELEC CO","titleOfClass":"COM","cusip":"291011104","value":230472,"shares":1610,"shareType":"SH","priorValue":230726,"priorShares":1761},{"issuer":"NEWMARK GROUP INC","titleOfClass":"CL A","cusip":"65158N102","value":216844,"shares":14351,"shareType":"SH","priorValue":215121,"priorShares":14351},{"issuer":"US BANCORP","titleOfClass":"COM NEW","cusip":"902973304","value":207716,"shares":3439,"shareType":"SH"},{"issuer":"HEWLETT PACKARD ENTERPRISE C","titleOfClass":"COM","cusip":"42824C109","value":205792,"shares":4562,"shareType":"SH"},{"issuer":"BRASKEM SA","titleOfClass":"SP ADR PFD A","cusip":"105532105","value":73200,"shares":30000,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}