0001085146-18-000586.txt : 20180213
0001085146-18-000586.hdr.sgml : 20180213
20180212214332
ACCESSION NUMBER: 0001085146-18-000586
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180213
DATE AS OF CHANGE: 20180212
EFFECTIVENESS DATE: 20180213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CAPITAL WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001730456
IRS NUMBER: 651226333
STATE OF INCORPORATION: RI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18388
FILM NUMBER: 18598848
BUSINESS ADDRESS:
STREET 1: 1300 DIVISION ROAD
STREET 2: SUITE 203
CITY: W. WARWICK
STATE: RI
ZIP: 02893
BUSINESS PHONE: 401-885-1060
MAIL ADDRESS:
STREET 1: 1300 DIVISION ROAD
STREET 2: SUITE 203
CITY: W. WARWICK
STATE: RI
ZIP: 02893
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001730456
XXXXXXXX
12-31-2017
12-31-2017
CAPITAL WEALTH MANAGEMENT, LLC
1300 DIVISION ROAD
SUITE 203
W. WARWICK
RI
02893
13F COMBINATION REPORT
028-18388
0001082917
028-04145
GW&K Investment Management, LLC
0001086483
028-04587
ZACKS INVESTMENT MANAGEMENT
N
Lawrence F. Dooley, Jr.
Chief Investment Officer
401 885-1060
/s/ Lawrence F. Dooley, Jr.
West Warwick
RI
02-09-2018
0
39
115910
false
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ALTRIA GROUP INCCOM02209S1032643700SHSOLE
003700APPLE INCCOM0378331002231316SHSOLE
001316AT&T INCCOM00206R1022125456SHSOLE
005456BERKSHIRE HATHAWAY INC DELCL B NEW0846707022641332SHSOLE
001332BOX INCCL A10316T10432315313SHSOLE
0015313BRISTOL MYERS SQUIBB COCOM1101221083105051SHSOLE
005051CLAYMORE EXCHANGE TRD FD TRGUGG ULTR SH DUR18383M654195939079SHSOLE
60039019EXXON MOBIL CORPCOM30231G1024605497SHSOLE
005497GENERAL ELECTRIC COCOM36960410351429477SHSOLE
0029477ISHARES TRCORE S&P MCP ETF46428750716928913SHSOLE
8508828ISHARES TRS&P MC 400GR ETF464287606343715926SHSOLE
100015826ISHARES TRCORE S&P SCP ETF464287804181923680SHSOLE
0023679ISHARES TRS&P SML 600 GWT46428788716589746SHSOLE
8509661ISHARES TREAFE SML CP ETF464288273191829729SHSOLE
0029729NVIDIA CORPCOM67066G1045072619SHSOLE
002619PHILIP MORRIS INTL INCCOM7181721093913700SHSOLE
003700POWERSHARES ETF TR IISOVEREIGN DEBT73936T573150450920SHSOLE
0050920PRICELINE GRP INCCOM NEW741503403422243SHSOLE
00243RYDEX ETF TRUSTGUG S&P500 EQ WT78355W106590358433SHSOLE
0058433SCHWAB STRATEGIC TRSCHWB FDT INT LG80852475562020402SHSOLE
0020402SELECT SECTOR SPDR TRSBI MATERIALS81369Y100127421046SHSOLE
0021046SPDR INDEX SHS FDSPORTFOLIO EMG MK78463X5094091107238SHSOLE
3600106878SPDR S&P 500 ETF TRTR UNIT78462F103770728880SHSOLE
182028698SPDR SERIES TRUSTBLMBRG BRC CNVRT78464A3596136121259SHSOLE
1850121074UNION PAC CORPCOM9078181086174600SHSOLE
004600VANGUARD INDEX FDSS&P 500 ETF SHS92290836314145763SHSOLE
005763VANGUARD INDEX FDSMCAP VL IDXVIP9229085128747831SHSOLE
007831VANGUARD INDEX FDSREIT ETF922908553339640924SHSOLE
0040924VANGUARD INDEX FDSSML CP GRW ETF922908595222313823SHSOLE
0013823VANGUARD INDEX FDSGROWTH ETF92290873615942113342SHSOLE
4300112912VANGUARD INDEX FDSVALUE ETF92290874415463145440SHSOLE
5750144865VANGUARD INDEX FDSSMALL CP ETF922908751263017791SHSOLE
0017791VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD92206C4098302104692SHSOLE
1350104557VANGUARD SCOTTSDALE FDSINT-TERM CORP92206C870108612428SHSOLE
0012428VANGUARD WORLD FDSMATERIALS ETF92204A801709151875SHSOLE
180051695WISDOMTREE TRUS DIVID EX FNCL97717W406207423460SHSOLE
0023460WISDOMTREE TRUS MIDCAP DIVID97717W5053696104753SHSOLE
5850104168WISDOMTREE TRUS MIDCP EARNING97717W570359190491SHSOLE
0090490WISDOMTREE TRUS SMALLCAP DIVD97717W6043903134345SHSOLE
5400133805