Campbell Wealth Management

Campbell Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Campbell Wealth Management

Campbell Wealth Management holds 65 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 26.7 $183M 2.0M 90.95
Ishares Tr Core Us Aggbd Et (AGG) 17.4 $119M 1.0M 118.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.8 $61M 687k 88.19
Vanguard Index Fds Growth Etf (VUG) 7.9 $55M 215k 253.34
Ishares Tr Ishs 5-10yr Invt (IGIB) 7.1 $48M 783k 61.79
Ishares Tr Rus 1000 Etf (IWB) 7.0 $48M 225k 211.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.7 $46M 146k 313.74
Ishares Tr Core S&p500 Etf (IVV) 2.9 $20M 53k 375.40
Select Sector Spdr Tr Sbi Int-inds (XLI) 2.4 $17M 188k 88.55
Select Sector Spdr Tr Sbi Int-finl (XLF) 2.3 $16M 528k 29.48
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.3 $16M 228k 68.18
Ishares Tr Russell 3000 Etf (IWV) 2.3 $16M 69k 223.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 1.9 $13M 43k 305.80
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.5 $3.5M 68k 51.64
Apple (AAPL) 0.5 $3.3M 25k 132.69
Microsoft Corporation (MSFT) 0.3 $1.9M 8.7k 222.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.6M 7.1k 229.86
Bristol Myers Squibb (BMY) 0.2 $1.4M 22k 62.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.0M 5.3k 194.57
Exxon Mobil Corporation (XOM) 0.1 $998k 24k 41.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $958k 2.7k 361.51
Dominion Resources (D) 0.1 $905k 12k 75.20
Nextera Energy (NEE) 0.1 $709k 9.2k 77.17
Amazon (AMZN) 0.1 $694k 213.00 3258.22
Mettler-Toledo International (MTD) 0.1 $652k 572.00 1139.86
Ishares Tr Conv Bd Etf (ICVT) 0.1 $570k 5.9k 96.58
Vanguard World Fds Health Car Etf (VHT) 0.1 $531k 2.4k 223.67
Marriott Intl Cl A (MAR) 0.1 $513k 3.9k 131.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $498k 5.6k 88.99
Leidos Holdings (LDOS) 0.1 $455k 4.3k 105.03
Texas Instruments Incorporated (TXN) 0.1 $436k 2.7k 164.09
Fs Kkr Capital Corp. Ii 0.1 $409k 25k 16.41
3M Company (MMM) 0.1 $377k 2.2k 174.78
Lockheed Martin Corporation (LMT) 0.1 $368k 1.0k 354.87
International Business Machines (IBM) 0.0 $325k 2.6k 125.82
Wp Carey (WPC) 0.0 $323k 4.6k 70.63
Home Depot (HD) 0.0 $308k 1.2k 265.52
Verizon Communications (VZ) 0.0 $303k 5.2k 58.71
Mastercard Incorporated Cl A (MA) 0.0 $293k 822.00 356.45
Union Pacific Corporation (UNP) 0.0 $290k 1.4k 208.03
At&t (T) 0.0 $285k 9.9k 28.79
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.0 $281k 6.4k 44.02
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $278k 2.0k 141.40
Ansys (ANSS) 0.0 $273k 750.00 364.00
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $268k 2.8k 95.17
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $267k 1.7k 160.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $265k 1.1k 241.35
Select Sector Spdr Tr Technology (XLK) 0.0 $264k 2.0k 130.11
Pepsi (PEP) 0.0 $255k 1.7k 148.34
Consolidated Edison (ED) 0.0 $248k 3.4k 72.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $248k 1.1k 231.78
Caci Intl Cl A (CACI) 0.0 $240k 961.00 249.74
Merck & Co (MRK) 0.0 $239k 2.9k 81.82
Science App Int'l (SAIC) 0.0 $230k 2.4k 94.49
Oracle Corporation (ORCL) 0.0 $229k 3.5k 64.60
Vanguard World Mega Grwth Ind (MGK) 0.0 $227k 1.1k 203.59
Chevron Corporation (CVX) 0.0 $226k 2.7k 84.55
Philip Morris International (PM) 0.0 $223k 2.7k 82.65
L3harris Technologies (LHX) 0.0 $219k 1.2k 188.96
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $218k 665.00 327.82
Zimmer Holdings (ZBH) 0.0 $217k 1.4k 153.79
Pfizer (PFE) 0.0 $214k 5.8k 36.82
McDonald's Corporation (MCD) 0.0 $213k 990.00 215.15
Southern Company (SO) 0.0 $205k 3.3k 61.32
Mainstreet Bancshares (MNSB) 0.0 $197k 12k 16.93