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CIK: 0001736648
Total reported value
$1.1B
$1.1B
50 檔
20.8%
According to the latest 13F quarterly dataset, Campbell Wealth Management managed an equity portfolio of $1.1B at the end of Q2 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q2 2024, Campbell Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 24.61% | — | +3.65% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 20.03% | — | +5.49% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-Other | 12.02% | — | +3.01% | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 9.80% | — | +3.28% | |
| 5 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 8.24% | — | +3.98% | |
| 6 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 7.61% | — | +3.60% | |
| 7 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 6.70% | — | +4.67% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.98% | — | +272.97% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 1.65% | — | -0.69% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.53% | — | +23.49% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | — | +58.83% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | — | +1.10% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | — | +911.81% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 0.25% | — | — | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | — | -7.20% | |
| 17 | D | Dominion Energy Inc | Stock-Utilities | 0.20% | — | -4.63% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 0.18% | — | — | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.18% | — | +27.01% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.16% | — | +9.77% | |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | — | +2.69% | |
| 22 | WPC | Wp Carey Inc | Stock-Real Estate | 0.14% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | — | |
| 24 | SKYY | First Trust Cloud Computing | ETF-Other | 0.13% | — | +4.84% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | +0.55% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | +0.14% | |
| 27 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.13% | — | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.12% | — | +0.03% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | — | +21.98% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.11% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.10% | — | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.09% | — | — | |
| 33 | SPGI | S&p Global Inc | Stock-Financials | 0.09% | — | — | |
| 34 | T | At&t Inc | Stock-Comm Services | 0.09% | — | +15.51% | |
| 35 | MATX | Matson Inc | Stock-Industrials | 0.08% | — | — | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.08% | — | -0.17% | |
| 37 | AMGN | Amgen Inc | Stock-Healthcare | 0.08% | — | +0.49% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.08% | — | -2.54% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.08% | — | +0.63% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.08% | — | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | — | — | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.07% | — | +29.81% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.07% | — | +9.91% | |
| 45 | ELV | Elevance Health Inc | Stock-Healthcare | 0.07% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | — | |
| 47 | HPQ | Hp Inc | Stock-Tech | 0.07% | — | — | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.07% | — | — | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.06% | — | — | |
| 50 | TLS | Telos Corporation | Stock-Other | 0.06% | — | — |
According to official SEC Form 13F filings, Campbell Wealth Management reported a total U.S. public equity portfolio value of $1.1B across 50 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, DIA, XLI) accounted for 20.8% of total reported equity market value during Q2 2024.
During Q2 2024, Campbell Wealth Management's top holdings by market value included QQQ (24.6%)、DIA (20.0%)、XLI (12.0%). The largest single position, QQQ, represented 24.6% of total portfolio value.
In Q2 2024, Campbell Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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