Campbell Wealth Management Purchases in Q4 2024

Campbell Wealth Management

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
374K
+ 76.55%
$77.02 - $78.58 $28.8M - $29.4M
863K $66.7M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
3.47M
+ 156.68%
$22.02 - $46.16 $76.4M - $160M
5.68M $125M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.7M
+ 208.85%
$22.4 - $68.28 $239M - $729M
15.8M $366M
VUG
Vanguard Growth ETF

ETFs
2.91K
+ 1.53%
$378.79 - $428.11 $1.1M - $1.25M
193K $79.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
31K
+ 57.37%
$100.16 - $100.7 $3.1M - $3.12M
84.9K $8.52M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5.82K
+ 3.57%
$417.69 - $450.94 $2.43M - $2.62M
169K $71.8M
XLF
Financial Sector Spdr

ETFs
8.31K
+ 1.11%
$44.89 - $51.34 $373K - $427K
756K $36.6M
AAPL
Apple Inc.

Technology
9.01K
+ 65.23%
$221.69 - $259.02 $2M - $2.33M
22.8K $5.71M
LLY
Eli Lilly & CO

Healthcare
2.15K
+ 671.88%
$727.2 - $932.06 $1.56M - $2M
2.47K $1.91M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.73K
+ 7.75%
$311.11 - $335.64 $1.16M - $1.25M
51.8K $16.7M
MSFT
Microsoft Corp

Technology
3.02K
+ 39.22%
$406.35 - $454.46 $1.23M - $1.37M
10.7K $4.52M
MAR
Marriott International Inc

Consumer Cyclical
4.22K
New
$246.06 - $292.59 $1.04M - $1.24M
4.22K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
70.3K
+ 5.4%
$96.64 - $101.23 $6.8M - $7.12M
1.37M $133M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
628K
+ 212.88%
$27.54 - $83.04 $17.3M - $52.1M
923K $25.6M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
47.6K
+ 4.04%
$20.6 - $20.71 $981K - $986K
1.23M $25.3M
IWV
Ishares Russell 3000 ETF

ETFs
1.19K
+ 1.94%
$323.08 - $349.08 $383K - $414K
62.2K $20.8M
IBM
International Business Machines Corp

Technology
3.84K
+ 226.09%
$204.9 - $238.04 $787K - $914K
5.54K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
13.8K
+ 217.85%
$51.92 - $59.94 $714K - $824K
20.1K $1.14M
NVDA
Nvidia Corp

Technology
5.67K
+ 182.96%
$117.0 - $148.88 $663K - $844K
8.77K $1.18M
IVV
Ishares Core S&P 500 ETF

ETFs
153
+ 0.3%
$570.51 - $610.59 $87.3K - $93.4K
51.5K $30.3M
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
CVX
Chevron Corp

Energy
3.81K
+ 181.29%
$141.15 - $162.53 $537K - $619K
5.91K $856K
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
IWM
Ishares Russell 2000 ETF

ETFs
1.93K
+ 12.56%
$216.13 - $242.4 $416K - $467K
17.3K $3.81M
ABT
Abbott Laboratories

Healthcare
3.68K
+ 206.5%
$111.93 - $119.39 $412K - $440K
5.47K $619K
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 112.54%
$385.02 - $431.37 $418K - $468K
2.05K $798K
IWF
Ishares Russell 1000 Gr ETF

ETFs
886
+ 66.67%
$370.24 - $418.94 $328K - $371K
2.22K $889K
SCHA
Schwab Strategic Tr Us Small C

ETFs
83.8K
+ 120.32%
$25.33 - $51.16 $2.12M - $4.29M
154K $3.97M
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
ETN
Eaton Corp PLC

Industrials
973
New
$326.96 - $377.52 $318K - $367K
973 $323K
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
ABBV
Abb Vie Inc.

Healthcare
1.77K
+ 97.63%
$164.99 - $203.87 $292K - $361K
3.58K $637K
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
559
+ 53.24%
$442.29 - $483.08 $247K - $270K
1.61K $729K
FTCS
First Trust Capital Strength E

ETFs
448
+ 20.3%
$87.62 - $94.03 $39.3K - $42.1K
2.66K $441K
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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