Campbell Wealth Management Purchases in Q3 2024

Campbell Wealth Management

  • $1.12 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.11M
New
$61.11 - $67.85 $312M - $347M
5.11M $347M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.3M
New
$96.25 - $101.98 $125M - $133M
1.3M $132M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.21M
New
$43.73 - $46.29 $96.8M - $102M
2.21M $102M
VUG
Vanguard Growth ETF

ETFs
190K
New
$341.08 - $391.94 $64.8M - $74.5M
190K $73M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
489K
New
$76.38 - $78.87 $37.3M - $38.6M
489K $38.5M
IVV
Ishares Core S&P 500 ETF

ETFs
51.3K
New
$520.18 - $576.82 $26.7M - $29.6M
51.3K $29.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
295K
New
$75.47 - $83.18 $22.3M - $24.5M
295K $24.5M
IWV
Ishares Russell 3000 ETF

ETFs
61K
New
$294.75 - $326.73 $18M - $19.9M
61K $19.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
48.1K
New
$283.28 - $314.39 $13.6M - $15.1M
48.1K $15.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.38K
+ 2.76%
$386.81 - $423.12 $1.7M - $1.85M
163K $69M
SCHA
Schwab Strategic Tr Us Small C

ETFs
69.7K
New
$46.9 - $51.96 $3.27M - $3.62M
69.7K $3.59M
XLF
Financial Sector Spdr

ETFs
9.99K
+ 1.35%
$40.84 - $45.74 $408K - $457K
748K $33.9M
IWM
Ishares Russell 2000 ETF

ETFs
15.3K
New
$200.87 - $224.6 $3.08M - $3.44M
15.3K $3.39M
MSFT
Microsoft Corp

Technology
7.7K
New
$395.15 - $467.56 $3.04M - $3.6M
7.7K $3.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.85K
+ 1.79%
$434.77 - $502.96 $1.24M - $1.43M
162K $79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33.3K
New
$57.32 - $62.65 $1.91M - $2.09M
33.3K $2.08M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
35.4K
+ 4.09%
$23.88 - $24.01 $845K - $850K
901K $21.6M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.7K
+ 2.95%
$21.05 - $21.17 $752K - $756K
1.25M $26.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
27.1K
+ 2.36%
$20.47 - $20.71 $555K - $562K
1.18M $24.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.2K
New
$71.45 - $75.64 $729K - $772K
10.2K $767K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.93K
New
$285.48 - $330.24 $550K - $636K
1.93K $620K
TXN
Texas Instruments Inc

Technology
2.64K
New
$194.6 - $194.6 $514K - $514K
2.64K $545K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.33K
New
$332.02 - $382.76 $441K - $509K
1.33K $499K
HD
Home Depot, Inc.

Consumer Cyclical
965
New
$333.64 - $405.2 $322K - $391K
965 $391K
CACI
Caci International Inc

Technology
764
New
$427.76 - $427.76 $327K - $327K
764 $385K
IBM
International Business Machines Corp

Technology
1.7K
New
$175.1 - $223.38 $297K - $379K
1.7K $375K
LMT
Lockheed Martin Corp

Industrials
567
New
$460.3 - $584.56 $261K - $331K
567 $331K
BMY
Bristol Myers Squibb CO

Healthcare
6.31K
New
$39.66 - $51.75 $250K - $327K
6.31K $327K
PEP
Pepsico Inc

Consumer Defensive
1.9K
New
$161.9 - $179.3 $307K - $340K
1.9K $322K
DHR
Danaher Corp

Healthcare
1.15K
New
$239.25 - $280.76 $274K - $321K
1.15K $318K
PM
Philip Morris International Inc.

Consumer Defensive
2.6K
New
$101.25 - $127.45 $263K - $331K
2.6K $315K
CVX
Chevron Corp

Energy
2.1K
New
$137.88 - $161.97 $290K - $340K
2.1K $309K
MCD
Mcdonalds Corp

Consumer Cyclical
962
New
$245.82 - $304.51 $236K - $293K
962 $293K
LLY
Eli Lilly & CO

Healthcare
320
New
$772.14 - $960.02 $247K - $307K
320 $284K
VIG
Vanguard Dividend Appreciation

ETFs
1.4K
New
$182.15 - $182.15 $255K - $255K
1.4K $277K
PG
Procter & Gamble CO

Consumer Defensive
1.54K
New
$160.76 - $177.82 $247K - $273K
1.54K $266K
VB
Vanguard Small Cap ETF

ETFs
1.1K
New
$214.77 - $237.72 $237K - $262K
1.1K $262K
AVGO
Broadcom Inc.

Technology
3.11K
+ 1500.0%
$136.27 - $1745.86 $423K - $5.42M
3.31K $571K
LHX
L3 Harris Technologies, Inc.

Industrials
990
New
$221.96 - $243.27 $220K - $241K
990 $235K
SBUX
Starbucks Corp

Consumer Cyclical
2.4K
New
$72.51 - $98.6 $174K - $237K
2.4K $234K
UNH
Unitedhealth Group Inc

Healthcare
393
New
$488.01 - $604.18 $192K - $237K
393 $230K
PPG
Ppg Industries Inc

Basic Materials
1.58K
New
$118.32 - $134.55 $187K - $213K
1.58K $209K
VO
Vanguard Mid Cap ETF

ETFs
788
New
$237.84 - $263.83 $187K - $208K
788 $208K
NEE
Nextera Energy Inc

Utilities
575
+ 5.37%
$69.9 - $84.97 $40.2K - $48.9K
11.3K $954K
ACN
Accenture PLC

Technology
201
+ 30.41%
$295.44 - $355.81 $59.4K - $71.5K
862 $305K
FBT
First Trust Nyse Arca Biotechn

ETFs
88
+ 3.48%
$152.39 - $172.91 $13.4K - $15.2K
2.62K $450K
MA
Mastercard Inc

Financial Services
4
+ 0.68%
$429.6 - $500.99 $1.72K - $2K
589 $291K
XLK
Technology Sector Spdr

ETFs
4
+ 0.19%
$197.34 - $237.68 $789 - $951
2.1K $475K
Activity Summary
Buys All Purchases 49 New Holdings 36 Increased Positions 13 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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