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 Market Cap. of $200 Billions or more
