Campbell Wealth Management Purchases in Q4 2024

Campbell Wealth Management

  • $1.11 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
181
+ 5.46%
$159.67 - $250.0 $28.9K - $45.3K
3.49K $810K
SPY
Spdr S&P 500 ETF Trust

ETFs
330
+ 9.88%
$567.81 - $607.81 $187K - $201K
3.67K $2.15M
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
ROK
Rockwell Automation, Inc

Industrials
711
New
$264.65 - $302.92 $188K - $215K
711 $203K
META
Meta Platforms, Inc.

Communication Services
347
New
$554.08 - $632.68 $192K - $220K
347 $203K
PG
Procter & Gamble CO

Consumer Defensive
1.06K
+ 69.1%
$161.05 - $179.7 $171K - $191K
2.6K $436K
MA
Mastercard Inc

Financial Services
279
+ 47.37%
$491.3 - $536.15 $137K - $150K
868 $457K
CACI
Caci International Inc

Technology
574
+ 75.13%
N/A
1.34K $541K
MCD
Mcdonalds Corp

Consumer Cyclical
499
+ 51.87%
$288.47 - $316.54 $144K - $158K
1.46K $424K
JPM
Jpmorgan Chase & CO

Financial Services
312
+ 16.52%
$205.18 - $250.29 $64K - $78.1K
2.2K $528K
XLY
Select Sector Spdr Consumer Di

ETFs
251
+ 8.9%
$194.8 - $239.43 $48.9K - $60.1K
3.07K $689K
VIG
Vanguard Dividend Appreciation

ETFs
430
+ 30.71%
N/A
1.83K $358K
MRK
Merck & Co., Inc.

Healthcare
1.06K
+ 57.84%
$96.31 - $114.76 $102K - $121K
2.88K $286K
SKYY
First Trust Cloud Computing Et

ETFs
12
+ 0.29%
$99.98 - $130.46 $1.2K - $1.57K
4.22K $503K
MGK
Vanguard Mega Cap Growth ETF

ETFs
46
+ 2.39%
$316.94 - $357.88 $14.6K - $16.5K
1.97K $677K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
597
+ 9.35%
$66.77 - $71.52 $39.9K - $42.7K
6.98K $481K
WPC
W. P. Carey Inc.

Real Estate
1.78K
+ 29.36%
$53.44 - $61.33 $95.3K - $109K
7.86K $428K
NEE
Nextera Energy Inc

Utilities
2.49K
+ 22.02%
$69.77 - $85.43 $173K - $212K
13.8K $988K
RTX
Raytheon Technologies Corp

Industrials
376
+ 15.46%
$114.45 - $127.21 $43K - $47.8K
2.81K $325K
UNH
Unitedhealth Group Inc

Healthcare
109
+ 27.74%
$485.52 - $625.25 $52.9K - $68.2K
502 $254K
PEP
Pepsico Inc

Consumer Defensive
379
+ 20.0%
$151.29 - $176.1 $57.3K - $66.7K
2.27K $346K
D
Dominion Energy, Inc

Utilities
1.2K
+ 11.04%
$52.63 - $60.92 $63.4K - $73.3K
12.1K $652K
XLK
Technology Sector Spdr

ETFs
31
+ 1.47%
$220.26 - $241.44 $6.83K - $7.48K
2.13K $496K
VB
Vanguard Small Cap ETF

ETFs
65
+ 5.89%
$233.76 - $261.58 $15.2K - $17K
1.17K $281K
LHX
L3 Harris Technologies, Inc.

Industrials
214
+ 21.62%
$208.94 - $264.22 $44.7K - $56.5K
1.2K $253K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 3.35%
$873.59 - $994.69 $7.86K - $8.95K
278 $255K
PM
Philip Morris International Inc.

Consumer Defensive
10
+ 0.38%
$118.38 - $133.06 $1.18K - $1.33K
2.61K $314K
VZ
Verizon Communications Inc

Communication Services
265
+ 4.85%
$39.6 - $45.21 $10.5K - $12K
5.73K $229K
BND
Vanguard Bd Index Fd Inc Total

ETFs
218
+ 2.14%
$71.75 - $75.11 $15.6K - $16.4K
10.4K $750K
DHR
Danaher Corp

Healthcare
10
+ 0.87%
$226.16 - $274.52 $2.26K - $2.75K
1.16K $265K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.53%
$479.66 - $614.62 $1.44K - $1.84K
570 $277K
XOM
Exxon Mobil Corp

Energy
3.15K
+ 7.59%
$105.51 - $125.37 $332K - $394K
44.6K $4.8M
XLI
Industrial Sector Spdr

ETFs
6.06K
+ 1.95%
$131.76 - $143.99 $798K - $872K
316K $41.6M
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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