CW
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Campbell Wealth Management13F | |
| Campbell Wealth Management | |
| Last update 2025-01-30 | 97 Stocks (32 new) |
| Value $1.11 Bil | Turnover 10 % |
Campbell Wealth Management Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHX | Schwab U.S. Large-Cap ETF | 15,779,897 | 365,780.0 | +2.95% | 32.920 | +0.94% | 0.710 | +10.37% | +6.58% | 56,162.6 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 1,371,949 | 132,940.0 | +5.40% | 11.960 | +0.61% | 0.110 | +0.80% | +3.83% | 128,518.3 | ||
SCHI | Schwab 5-10 Year Corporate Bond ETF | 5,681,777 | 125,400.0 | +28.34% | 11.290 | +2.49% | 1.610 | +2.31% | +5.43% | 8,945.0 | ||
VUG | Vanguard Growth ETF | 193,020 | 79,220.0 | +1.53% | 7.130 | +0.11% | 0.050 | +16.03% | +6.80% | 150,804.6 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 168,821 | 71,830.0 | +3.57% | 6.460 | +0.22% | 0.190 | +5.81% | +5.34% | 38,552.8 | ||
BSV | Vanguard Short-Term Bond ETF | 863,284 | 66,710.0 | +76.55% | 6.000 | +2.60% | 0.200 | +1.32% | +3.30% | 38,530.5 | ||
XLI | Industrial Select Sector SPDR | 315,965 | 41,630.0 | +1.95% | 3.750 | +0.07% | 0.200 | +11.70% | +13.14% | 22,087.7 | ||
XLF | Financial Select Sector SPDR | 756,328 | 36,550.0 | +1.11% | 3.290 | +0.04% | 0.070 | +5.26% | +9.65% | 50,078.4 | ||
IVV | iShares Core S&P 500 ETF | 51,463 | 30,300.0 | +0.30% | 2.730 | +0.01% | 0.010 | +10.26% | +6.56% | 619,055.5 | ||
SCHM | Schwab U.S. Mid-Cap ETF | 922,911 | 25,570.0 | +4.29% | 2.300 | +0.09% | 0.230 | +7.32% | +3.70% | 11,761.2 |
Campbell Wealth Management's Historical Top Holdings Breakdowns
Campbell Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
QQQ | INVESCO QQQ Trust | 2024-12-31 | Sold Out Sold Out | -7.04% | 481.59 ($506.19) 538.17 | $550.80 | 8.81% | Sold Out | 0 | -161,909 | |
BSV | Vanguard Short-Term Bond ETF | 2024-12-31 | Add Add | +2.60% | 77.02 ($77.6) 78.56 | $78.34 | 0.95% | Add 76.55% | 863,284 | 374,314 | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2024-12-31 | Add Add | +2.49% | 22.02 ($22.46) 23.05 | $22.68 | 0.98% | Add 28.34% | 5,681,777 | 1,254,619 | |
BSCO |
Invesco BulletShares 2024 Corporate Bond ETF
Invesco BulletShares 2024 Corporate Bond ETF
| 2024-12-31 | Sold Out Sold Out | -2.35% | 21.09 ($21.13) 21.17 | $21.12 | -0.05% | Sold Out | 0 | -1,247,335 | |
IBTE |
iShares iBonds Dec 2024 Term Treasury ETF
iShares iBonds Dec 2024 Term Treasury ETF
| 2024-12-31 | Sold Out Sold Out | -1.93% | 23.84 ($23.92) 23.99 | $23.87 | -0.21% | Sold Out | 0 | -901,164 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-12-31 | Add Add | +0.94% | 22.39 ($23.32) 24.15 | $24.56 | 5.32% | Add 2.95% | 15,779,897 | 451,928 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2024-12-31 | Add Add | +0.61% | 96.64 ($98.45) 101.02 | $98.67 | 0.22% | Add 5.4% | 1,371,949 | 70,335 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2024-12-31 | Add Add | +0.28% | 100.16 ($100.45) 100.7 | $100.37 | -0.08% | Add 57.37% | 84,902 | 30,953 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2024-12-31 | Add Add | +0.22% | 417.67 ($433.05) 450.94 | $444.71 | 2.69% | Add 3.57% | 168,821 | 5,819 | |
AAPL | Apple Inc | 2024-12-31 | Add Add | +0.20% | 221.69 ($235.83) 259.02 | $212.44 | -9.92% | Add 65.23% | 22,810 | 9,005 |
Campbell Wealth Management Total Holding History ($B)
Campbell Wealth Management's Asset Allocation
Campbell Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Campbell Wealth Management's Hypothetical Growth since 2024-12-31
Campbell Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Campbell Wealth Management's Holdings Heat Map
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Campbell Wealth Management's Holdings Bubble Chart
Campbell Wealth Management News
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