Campbell Wealth Management New Holdings in Q4 2024

Campbell Wealth Management

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MAR
Marriott International Inc

Consumer Cyclical
4.22K
New
$246.06 - $292.59 $1.04M - $1.24M
4.22K $1.18M
MTD
Mettler Toledo International Inc

Healthcare
497
New
$1160.67 - $1498.12 $577K - $745K
497 $608K
SAIC
Science Applications International Corp

Technology
5.03K
New
$110.11 - $154.1 $553K - $775K
5.03K $562K
VGT
Vanguard Information Technolog

ETFs
843
New
$571.78 - $647.97 $482K - $546K
843 $524K
ORCL
Oracle Corp

Technology
2.86K
New
$165.41 - $192.43 $473K - $550K
2.86K $476K
NFLX
Netflix Inc

Communication Services
505
New
$687.65 - $936.56 $347K - $473K
505 $450K
IWR
Ishares Russell Mid Cap ETF

ETFs
4.88K
New
$87.25 - $95.52 $426K - $466K
4.88K $431K
TSLA
Tesla, Inc.

Consumer Cyclical
921
New
$213.65 - $479.86 $197K - $442K
921 $372K
GOOG
Alphabet Inc.

Communication Services
1.93K
New
$163.08 - $198.16 $315K - $382K
1.93K $367K
WMT
Walmart Inc.

Consumer Defensive
3.98K
New
$79.1 - $95.7 $315K - $381K
3.98K $359K
UNP
Union Pacific Corp

Industrials
1.4K
New
$223.15 - $249.32 $313K - $350K
1.4K $320K
MMM
3 M CO

Industrials
2.44K
New
$124.74 - $137.12 $304K - $334K
2.44K $315K
SPGI
S&P Global Inc.

Financial Services
630
New
$480.36 - $529.17 $303K - $333K
630 $314K
ED
Consolidated Edison Inc

Utilities
3.48K
New
$88.87 - $107.38 $309K - $374K
3.48K $310K
T
At&T Inc.

Communication Services
12.7K
New
$21.22 - $23.88 $270K - $304K
12.7K $290K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.52K
New
$183.23 - $199.79 $278K - $303K
1.52K $281K
V
Visa Inc.

Financial Services
861
New
$273.87 - $320.91 $236K - $276K
861 $272K
MATX
Matson, Inc.

Industrials
2K
New
$131.18 - $167.37 $262K - $334K
2K $269K
GE
General Electric CO

Industrials
1.57K
New
$159.95 - $194.23 $251K - $304K
1.57K $261K
CRM
Salesforce, Inc.

Technology
771
New
$270.87 - $367.87 $209K - $284K
771 $258K
LOW
Lowes Companies Inc

Consumer Cyclical
937
New
$244.52 - $284.07 $229K - $266K
937 $231K
SO
Southern CO

Utilities
2.69K
New
$81.5 - $94.15 $219K - $253K
2.69K $221K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.19K
New
$170.03 - $192.78 $202K - $229K
1.19K $220K
AMGN
Amgen Inc

Healthcare
839
New
$258.78 - $328.31 $217K - $275K
839 $219K
NOW
Service Now, Inc.

Technology
206
New
$867.18 - $1148.42 $179K - $237K
206 $218K
KLAC
Kla Corp

Technology
339
New
$614.46 - $829.55 $208K - $281K
339 $213K
PANW
Palo Alto Networks Inc

Technology
1.16K
New
$181.96 - $405.9 $211K - $470K
1.16K $211K
VTI
Vanguard Total Stock Market Et

ETFs
714
New
$280.04 - $302.45 $200K - $216K
714 $207K
GOOGL
Alphabet Inc.

Communication Services
1.09K
New
$161.86 - $196.66 $176K - $214K
1.09K $206K
META
Meta Platforms, Inc.

Communication Services
347
New
$554.08 - $632.68 $192K - $220K
347 $203K
ROK
Rockwell Automation, Inc

Industrials
711
New
$264.65 - $302.92 $188K - $215K
711 $203K
Activity Summary
Buys All Purchases 91 New Holdings 32 Increased Positions 59 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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