Campbell Wealth Management Portfolio Holdings

Campbell Wealth Management

  • $1.12 Billion
  • Q3 2024

Campbell Wealth Management has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $347M, Ishares Core U.S. Aggregate Bo with a value of $132M, Schwab Strategic Tr 5 10 Yr C with a value of $102M, Invesco Qqq Trust, Series 1 with a value of $79M, and Vanguard Growth ETF with a value of $73M.

Examining the 13F form we can see an increase of $813M in the current position value, from $309M to 1.12B.

Below you can find more details about Campbell Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $1.12 Billion
ETFs: $1.1 Billion
Technology: $9.25 Million
Energy: $5.17 Million
Healthcare: $1.93 Million
Utilities: $1.58 Million
Consumer Cyclical: $1.53 Million
Financial Services: $1.17 Million
Consumer Defensive: $1.14 Million
Other: $1.69 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$441B
$4.86 Million 0.43% of portfolio
41,441
Q3 2024 Reduced 6.73%
$3.25T
$3.31 Million 0.3% of portfolio
7,703
Q3 2024 New
$4.09T
$3.22 Million 0.29% of portfolio
13,805
Q3 2024 Reduced 38.78%
$2.29T
$616,000 0.05% of portfolio
3,306
Q3 2024 Reduced 70.3%
$590B
$483,000 0.04% of portfolio
1,050
Q3 2024 Reduced 32.08%
$697B
$398,000 0.04% of portfolio
1,889
Q3 2024 Reduced 8.74%
$310B
$358,000 0.03% of portfolio
1,813
Q3 2024 Reduced 53.73%
$231B
$305,000 0.03% of portfolio
862
Q3 2024 Added 30.41%
$280B
$309,000 0.03% of portfolio
2,100
Q3 2024 New
$730B
$284,000 0.03% of portfolio
320
Q3 2024 New
$402B
$391,000 0.03% of portfolio
965
Q3 2024 New
$200B
$375,000 0.03% of portfolio
1,698
Q3 2024 New
$336B
$376,000 0.03% of portfolio
3,098
Q3 2024 Reduced 59.82%
$211B
$322,000 0.03% of portfolio
1,895
Q3 2024 New
$215B
$293,000 0.03% of portfolio
962
Q3 2024 New
$504B
$291,000 0.03% of portfolio
589
Q3 2024 Added 0.68%
$422B
$238,000 0.02% of portfolio
269
Q3 2024 Reduced 3.58%
$468B
$230,000 0.02% of portfolio
393
Q3 2024 New
$248B
$207,000 0.02% of portfolio
1,824
Q3 2024 Reduced 36.91%
$200B
$203,000 0.02% of portfolio
1,784
Q3 2024 Reduced 67.27%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $1.12 Billion
  • Prior Value $309 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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