Campbell Wealth Management
CIK Number: 0001736648
1.11B
Market Value
97
# of Holdings
11 months
Avg. Holding Period
26.47%
Win Rate
-18.73%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 23.61 | -1.21% | 15.78M | +208.85% | 365.78M | 22.64 | 32.92% |
| 2 | AGG | iShares Core U.... | 97.95 | -0.36% | 1.37M | +5.40% | 132.94M | 101.05 | 11.96% |
| 3 | SCHI | Schwab 5-10 Yea... | 22.40 | -0.4% | 5.68M | +156.68% | 125.4M | 22.86 | 11.29% |
| 4 | VUG | Vanguard Growth... | 418.25 | -1.39% | 193.02K | +1.53% | 79.22M | 384.33 | 7.13% |
| 5 | DIA | SPDR Dow Jones ... | 422.83 | -1.78% | 168.82K | +3.57% | 71.83M | 346.31 | 6.46% |
| 6 | BSV | Vanguard Short-... | 78.10 | -0.1% | 863.28K | +76.55% | 66.71M | 78.07 | 6.00% |
| 7 | XLI | Industrial Sele... | 142.65 | -0.84% | 315.96K | +1.95% | 41.63M | 86.18 | 3.75% |
| 8 | XLF | Financial Selec... | 49.96 | -2.04% | 756.33K | +1.11% | 36.55M | 28.74 | 3.29% |
| 9 | IVV | iShares Core S&... | 599.72 | -1.12% | 51.46K | +0.30% | 30.3M | 576.86 | 2.73% |
| 10 | SCHM | Schwab U.S. Mid... | 27.14 | -1.49% | 922.91K | +212.88% | 25.57M | 27.7 | 2.30% |
| 11 | BSCP | Invesco BulletS... | 20.72 | +0.02% | 1.23M | +4.04% | 25.33M | 20.08 | 2.28% |
| 12 | IWV | iShares Russell... | 338.94 | -1.21% | 62.23K | +1.94% | 20.8M | 326.87 | 1.87% |
| 13 | IWB | iShares Russell... | 327.76 | -1.17% | 51.85K | +7.75% | 16.7M | 314.95 | 1.50% |
| 14 | SGOV | iShares 0-3 Mon... | 100.53 | +0.04% | 84.9K | +57.37% | 8.52M | 100.31 | 0.77% |
| 15 | AAPL | Apple Inc. | 196.25 | -1.48% | 22.81K | +65.23% | 5.71M | 171.28 | 0.51% |
| 16 | XOM | Exxon Mobil Cor... | 112.12 | +2.18% | 44.59K | +7.59% | 4.8M | 103.34 | 0.43% |
| 17 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 10.72K | +39.22% | 4.52M | 427.82 | 0.41% |
| 18 | SCHA | Schwab U.S. Sma... | 24.49 | -1.76% | 153.54K | +120.32% | 3.97M | 25.76 | 0.36% |
| 19 | IWM | iShares Russell... | 208.90 | -1.82% | 17.25K | +12.56% | 3.81M | 220.9 | 0.34% |
| 20 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 3.67K | +9.88% | 2.15M | 437.31 | 0.19% |
| 21 | IJH | iShares Core S&... | 60.25 | -1.54% | 33.3K | -0.09% | 2.08M | 62.32 | 0.19% |
| 22 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 2.47K | +671.88% | 1.91M | 786.76 | 0.17% |
| 23 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 8.39K | +153.75% | 1.84M | 201.41 | 0.17% |
| 24 | IBM | International B... | 277.18 | -1.37% | 5.54K | +226.09% | 1.22M | 220.21 | 0.11% |
| 25 | MAR | Marriott Intern... | 254.96 | -3.14% | 4.22K | +100.00% | 1.18M | 278.94 | 0.11% |
| 26 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 8.77K | +182.96% | 1.18M | 99.86 | 0.11% |
| 27 | BMY | Bristol-Myers S... | 49.73 | -1.89% | 20.07K | +217.85% | 1.14M | 55.04 | 0.10% |
| 28 | NEE | NextEra Energy,... | 74.75 | +1.24% | 13.78K | +22.02% | 988K | 64.15 | 0.09% |
| 29 | IWF | iShares Russell... | 405.56 | -1.27% | 2.21K | +66.67% | 889K | 385.86 | 0.08% |
| 30 | CVX | Chevron Corpora... | 145.87 | +0.62% | 5.91K | +181.29% | 856K | 145.7 | 0.08% |
| 31 | AVGO | Broadcom Inc. | 248.65 | -2.9% | 3.49K | +5.46% | 810K | 170.58 | 0.07% |
| 32 | HD | The Home Depot,... | 354.54 | -2.37% | 2.05K | +112.54% | 798K | 396.62 | 0.07% |
| 33 | BND | Vanguard Total ... | 72.69 | -0.36% | 10.43K | +2.14% | 750K | 75.04 | 0.07% |
| 34 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 1.61K | +53.24% | 729K | 362.62 | 0.07% |
| 35 | XLY | Consumer Discre... | 211.73 | -0.93% | 3.07K | +8.90% | 689K | 172.14 | 0.06% |
| 36 | MGK | Vanguard Mega C... | 349.48 | -1.39% | 1.97K | +2.39% | 677K | 322.45 | 0.06% |
| 37 | D | Dominion Energy... | 55.52 | -0.7% | 12.11K | +11.04% | 652K | 65.59 | 0.06% |
| 38 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 3.58K | +97.63% | 637K | 166.79 | 0.06% |
| 39 | ABT | Abbott Laborato... | 135.57 | -0.64% | 5.47K | +206.50% | 619K | 112.23 | 0.06% |
| 40 | MTD | Mettler-Toledo ... | 1155.16 | -2.78% | 497 | +100.00% | 608K | 1223.68 | 0.05% |
| 41 | SAIC | Science Applica... | 105.45 | +0.51% | 5.03K | +100.00% | 562K | 111.78 | 0.05% |
| 42 | CACI | CACI Internatio... | 449.94 | +0.94% | 1.34K | +75.13% | 541K | 461.44 | 0.05% |
| 43 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 2.2K | +16.52% | 528K | 169 | 0.05% |
| 44 | VGT | Vanguard Inform... | 623.31 | -1.65% | 843 | +100.00% | 524K | 621.8 | 0.05% |
| 45 | SKYY | First Trust Clo... | 115.55 | -1.75% | 4.22K | +0.28% | 503K | 83.14 | 0.05% |
| 46 | XLK | Technology Sele... | 239.10 | -1.43% | 2.13K | +1.47% | 496K | 133.92 | 0.04% |
| 47 | TXN | Texas Instrumen... | 195.06 | -2.31% | 2.64K | 0.00% | 495K | 206.57 | 0.04% |
| 48 | SPLG | SPDR Portfolio ... | 70.22 | -1.11% | 6.98K | +9.35% | 481K | 39.18 | 0.04% |
| 49 | ORCL | Oracle Corporat... | 215.30 | +7.73% | 2.86K | +100.00% | 476K | 166.64 | 0.04% |
| 50 | MA | Mastercard Inco... | 561.81 | -4.66% | 868 | +47.37% | 457K | 493.95 | 0.04% |
| 51 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 505 | +100.00% | 450K | 891.32 | 0.04% |
| 52 | FTCS | First Trust Cap... | 89.92 | -1.3% | 2.65K | +20.30% | 441K | 84.3 | 0.04% |
| 53 | PG | The Procter & G... | 160.25 | -1.79% | 2.6K | +69.10% | 436K | 170.93 | 0.04% |
| 54 | IWR | iShares Russell... | 89.28 | -1.29% | 4.88K | +100.00% | 431K | 88.4 | 0.04% |
| 55 | WPC | W. P. Carey Inc... | 63.34 | -0.02% | 7.86K | +29.36% | 428K | 63.8 | 0.04% |
| 56 | MCD | McDonald's Corp... | 301.85 | -0.43% | 1.46K | +51.87% | 424K | 299.52 | 0.04% |
| 57 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 921 | +100.00% | 372K | 403.84 | 0.03% |
| 58 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 1.93K | +100.00% | 367K | 190.44 | 0.03% |
| 59 | WMT | Walmart Inc. | 94.42 | -0.43% | 3.98K | +100.00% | 359K | 90.35 | 0.03% |
| 60 | VIG | Vanguard Divide... | 200.24 | -1.18% | 1.83K | +30.71% | 358K | 197.54 | 0.03% |
| 61 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 2.27K | +20.00% | 346K | 167.05 | 0.03% |
| 62 | RTX | RTX Corporation | 145.67 | +3.33% | 2.81K | +15.46% | 325K | 100.16 | 0.03% |
| 63 | ETN | Eaton Corporati... | 323.58 | -2.05% | 973 | +100.00% | 323K | 331.87 | 0.03% |
| 64 | UNP | Union Pacific C... | 223.26 | -0.99% | 1.4K | +100.00% | 320K | 228.04 | 0.03% |
| 65 | MMM | 3M Company | 142.29 | -1.71% | 2.44K | +100.00% | 315K | 129.09 | 0.03% |
| 66 | PM | Philip Morris I... | 184.25 | +0.08% | 2.61K | +0.38% | 314K | 121.4 | 0.03% |
| 67 | SPGI | S&P Global Inc. | 501.65 | -0.83% | 630 | +100.00% | 314K | 498.03 | 0.03% |
| 68 | ED | Consolidated Ed... | 103.89 | +0.13% | 3.48K | +100.00% | 310K | 89.23 | 0.03% |
| 69 | ACN | Accenture plc | 311.64 | -2.04% | 855 | -0.81% | 301K | 342.51 | 0.03% |
| 70 | T | AT&T Inc. | 28.17 | -0.34% | 12.72K | +100.00% | 290K | 22.77 | 0.03% |
| 71 | MRK | Merck & Co., In... | 81.72 | -0.12% | 2.88K | +57.84% | 286K | 101.42 | 0.03% |
| 72 | IWD | iShares Russell... | 189.82 | -1% | 1.52K | +100.00% | 281K | 185.13 | 0.03% |
| 73 | VB | Vanguard Small ... | 229.60 | -1.65% | 1.17K | +5.89% | 281K | 237.38 | 0.03% |
| 74 | LMT | Lockheed Martin... | 486.25 | +3.62% | 570 | +0.53% | 277K | 584.04 | 0.02% |
| 75 | V | Visa Inc. | 352.88 | -4.99% | 861 | +100.00% | 272K | 316.04 | 0.02% |
| 76 | MATX | Matson, Inc. | 112.48 | -1.84% | 2K | +100.00% | 269K | 134.84 | 0.02% |
| 77 | DHR | Danaher Corpora... | 200.65 | -2.17% | 1.16K | +0.87% | 265K | 277.6 | 0.02% |
| 78 | GE | General Electri... | 236.50 | -1.45% | 1.57K | +100.00% | 261K | 166.79 | 0.02% |
| 79 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 771 | +100.00% | 258K | 334.33 | 0.02% |
| 80 | COST | Costco Wholesal... | 990.08 | -1.26% | 278 | +3.35% | 255K | 847.95 | 0.02% |
| 81 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 502 | +27.74% | 254K | 567.56 | 0.02% |
| 82 | LHX | L3Harris Techno... | 257.13 | +2.69% | 1.2K | +21.62% | 253K | 232.97 | 0.02% |
| 83 | LOW | Lowe's Companie... | 217.24 | -2.8% | 937 | +100.00% | 231K | 246.8 | 0.02% |
| 84 | VZ | Verizon Communi... | 43.01 | -0.35% | 5.73K | +4.85% | 229K | 41.66 | 0.02% |
| 85 | SO | The Southern Co... | 90.34 | -0.02% | 2.69K | +100.00% | 221K | 82.32 | 0.02% |
| 86 | FTEC | Fidelity MSCI I... | 185.43 | -1.64% | 1.19K | +100.00% | 220K | 184.88 | 0.02% |
| 87 | SBUX | Starbucks Corpo... | 93.27 | -1.11% | 2.4K | 0.00% | 219K | 97.49 | 0.02% |
| 88 | AMGN | Amgen Inc. | 295.15 | -0.72% | 839 | +100.00% | 219K | 260.64 | 0.02% |
| 89 | NOW | ServiceNow, Inc... | 987.99 | -1.92% | 206 | +100.00% | 218K | 1060.12 | 0.02% |
| 90 | KLAC | KLA Corporation | 867.60 | -0.85% | 339 | +100.00% | 213K | 630.12 | 0.02% |
| 91 | PANW | Palo Alto Netwo... | 196.25 | -0.72% | 1.16K | +100.00% | 211K | 181.96 | 0.02% |
| 92 | VO | Vanguard Mid Ca... | 271.09 | -1.17% | 788 | 0.00% | 208K | 263.83 | 0.02% |
| 93 | VTI | Vanguard Total ... | 293.55 | -1.19% | 714 | +100.00% | 207K | 289.81 | 0.02% |
| 94 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 1.09K | +100.00% | 206K | 189.3 | 0.02% |
| 95 | ROK | Rockwell Automa... | 317.68 | -2.29% | 711 | +100.00% | 203K | 285.79 | 0.02% |
| 96 | META | Meta Platforms,... | 682.74 | -1.53% | 347 | +100.00% | 203K | 585.51 | 0.02% |
| 97 | TLS | Telos Corporati... | 2.71 | -2.87% | 45.7K | 0.00% | 156K | 8.89 | 0.01% |