Campbell Wealth Management Portfolio Holdings

Campbell Wealth Management

  • $1.11 Billion
  • Q4 2024

Campbell Wealth Management has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.11 Billion distributed in 97 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 $366M, Ishares Core U.S. Aggregate Bo with a value of $133M, Schwab Strategic Tr 5 10 Yr C with a value of $125M, Vanguard Growth ETF with a value of $79.2M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $71.8M.

Examining the 13F form we can see an decrease of $11.4M in the current position value, from $1.12B to 1.11B.

Below you can find more details about Campbell Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $1.11 Billion
ETFs: $1.07 Billion
Technology: $16.9 Million
Healthcare: $5.93 Million
Energy: $5.65 Million
Consumer Cyclical: $5.06 Million
Industrials: $2.55 Million
Financial Services: $2.3 Million
Utilities: $2.17 Million
Other: $3.88 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$5.71 Million 0.51% of portfolio
22,810
Q4 2024 Added 65.23%
$447B
$4.8 Million 0.43% of portfolio
44,587
Q4 2024 Added 7.59%
$3.05T
$4.52 Million 0.41% of portfolio
10,724
Q4 2024 Added 39.22%
$2.33T
$1.84 Million 0.17% of portfolio
8,389
Q4 2024 Added 153.75%
$829B
$1.91 Million 0.17% of portfolio
2,470
Q4 2024 Added 671.88%
$94.3B
$1.18 Million 0.11% of portfolio
4,224
Q4 2024 New
$327B
$1.18 Million 0.11% of portfolio
8,766
Q4 2024 Added 182.96%
$229B
$1.22 Million 0.11% of portfolio
5,537
Q4 2024 Added 226.09%
$119B
$1.14 Million 0.1% of portfolio
20,066
Q4 2024 Added 217.85%
$136B
$988,000 0.09% of portfolio
13,775
Q4 2024 Added 22.02%
$303B
$856,000 0.08% of portfolio
5,907
Q4 2024 Added 181.29%
$417B
$798,000 0.07% of portfolio
2,051
Q4 2024 Added 112.54%
$95.7B
$810,000 0.07% of portfolio
3,493
Q4 2024 Added 5.46%
$614B
$729,000 0.07% of portfolio
1,609
Q4 2024 Added 53.24%
$46.6B
$652,000 0.06% of portfolio
12,111
Q4 2024 Added 11.04%
$229B
$619,000 0.06% of portfolio
5,468
Q4 2024 Added 206.5%
$5.73B
$562,000 0.05% of portfolio
5,026
Q4 2024 New
$29.5B
$608,000 0.05% of portfolio
497
Q4 2024 New
$808B
$528,000 0.05% of portfolio
2,201
Q4 2024 Added 16.52%
$10.1B
$541,000 0.05% of portfolio
1,338
Q4 2024 Added 75.13%
$11.9B
$428,000 0.04% of portfolio
7,856
Q4 2024 Added 29.36%
$464B
$476,000 0.04% of portfolio
2,858
Q4 2024 New
$177B
$495,000 0.04% of portfolio
2,640
Q3 2024 New
$457B
$450,000 0.04% of portfolio
505
Q4 2024 New
$402B
$436,000 0.04% of portfolio
2,599
Q4 2024 Added 69.1%
$226B
$424,000 0.04% of portfolio
1,461
Q4 2024 Added 51.87%
$539B
$457,000 0.04% of portfolio
868
Q4 2024 Added 47.37%
$82.3B
$315,000 0.03% of portfolio
2,438
Q4 2024 New
$1.13T
$367,000 0.03% of portfolio
1,929
Q4 2024 New
$123B
$323,000 0.03% of portfolio
973
Q4 2024 New
$1.06T
$372,000 0.03% of portfolio
921
Q4 2024 New
$33.5B
$310,000 0.03% of portfolio
3,479
Q4 2024 New
$153B
$320,000 0.03% of portfolio
1,402
Q4 2024 New
$217B
$286,000 0.03% of portfolio
2,879
Q4 2024 Added 57.84%
$181B
$290,000 0.03% of portfolio
12,723
Q4 2024 New
$281B
$359,000 0.03% of portfolio
3,977
Q4 2024 New
$245B
$301,000 0.03% of portfolio
855
Q4 2024 Reduced 0.81%
$173B
$314,000 0.03% of portfolio
630
Q4 2024 New
$232B
$314,000 0.03% of portfolio
2,608
Q4 2024 Added 0.38%
$198B
$346,000 0.03% of portfolio
2,274
Q4 2024 Added 20.0%
$186B
$325,000 0.03% of portfolio
2,808
Q4 2024 Added 15.46%
$1.1T
$206,000 0.02% of portfolio
1,089
Q4 2024 New
$34.9B
$203,000 0.02% of portfolio
711
Q4 2024 New
$5.51B
$269,000 0.02% of portfolio
1,996
Q4 2024 New
$575B
$272,000 0.02% of portfolio
861
Q4 2024 New
$170B
$229,000 0.02% of portfolio
5,732
Q4 2024 Added 4.85%
$58.9B
$211,000 0.02% of portfolio
1,158
Q4 2024 New
$94.5B
$221,000 0.02% of portfolio
2,688
Q4 2024 New
$158B
$219,000 0.02% of portfolio
839
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $1.11 Billion
  • Prior Value $1.12 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 32 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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