Campbell Wealth Management Incresed Positions 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
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
CVX
Chevron Corp

Energy
3.81K
+ 181.29%
$141.15 - $162.53 $537K - $619K
5.91K $856K
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
ABBV
Abb Vie Inc.

Healthcare
1.77K
+ 97.63%
$164.99 - $203.87 $292K - $361K
3.58K $637K
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
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
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
PEP
Pepsico Inc

Consumer Defensive
379
+ 20.0%
$151.29 - $176.1 $57.3K - $66.7K
2.27K $346K
UNH
Unitedhealth Group Inc

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