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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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