Campbell Wealth Management

Campbell Wealth Management as of Sept. 30, 2021

Portfolio Holdings for Campbell Wealth Management

Campbell Wealth Management holds 32 positions in its portfolio as reported in the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core 1 5 Yr Usd (ISTB) 46.3 $75M 1.5M 51.07
Select Sector Spdr Tr Sbi Int-inds (XLI) 18.2 $30M 301k 97.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 15.2 $25M 73k 338.28
Select Sector Spdr Tr Financial (XLF) 13.7 $22M 592k 37.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.1M 2.6k 429.01
Exxon Mobil Corporation (XOM) 0.7 $1.1M 18k 58.82
Dominion Resources (D) 0.5 $828k 11k 73.01
Nextera Energy (NEE) 0.4 $697k 8.9k 78.54
Ishares Tr Conv Bd Etf (ICVT) 0.4 $688k 6.9k 99.81
3M Company (MMM) 0.2 $388k 2.2k 175.33
Select Sector Spdr Tr Technology (XLK) 0.2 $376k 2.5k 149.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $375k 2.1k 179.43
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $359k 3.4k 105.34
JPMorgan Chase & Co. (JPM) 0.2 $350k 2.1k 163.63
Mastercard Incorporated Cl A (MA) 0.2 $329k 947.00 347.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.2 $322k 6.4k 50.44
Oracle Corporation (ORCL) 0.2 $309k 3.5k 87.17
Wp Carey (WPC) 0.2 $267k 3.7k 73.07
Abbvie (ABBV) 0.2 $266k 2.5k 107.82
At&t (T) 0.2 $257k 9.5k 27.06
Mainstreet Bancshares (MNSB) 0.2 $256k 11k 23.97
Ansys (ANSS) 0.2 $255k 750.00 340.00
Visa Com Cl A (V) 0.2 $252k 1.1k 222.61
Verizon Communications (VZ) 0.2 $247k 4.6k 53.91
Valero Energy Corporation (VLO) 0.1 $242k 3.4k 70.70
Netflix (NFLX) 0.1 $234k 384.00 609.38
Accenture Plc Ireland Shs Class A (ACN) 0.1 $232k 726.00 319.56
Merck & Co (MRK) 0.1 $219k 2.9k 75.13
ConocoPhillips (COP) 0.1 $204k 3.0k 67.73
Alphabet Cap Stk Cl A (GOOGL) 0.1 $203k 76.00 2671.05
Zimmer Holdings (ZBH) 0.1 $201k 1.4k 146.50
22nd Centy 0.0 $44k 15k 2.93