Investor

Campbell Wealth Management

Portfolio Total Value

$1,238,796,000.00

Number of Stocks

102

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SCHX $365,778,000.0 32.92%
Added 208.85%
15,779,897 $20.0 $27.02
Added 35.1%
$19.08 $66.02
AGG $132,942,000.0 11.96%
Added 5.4%
1,371,949 $100.0 $100.53
Added 0.53%
$94.85 $102.04
SCHI $125,397,000.0 11.29%
Added 156.68%
5,681,777 $20.0 $23.04
Added 15.2%
$21.5 $45.7
VUG $79,223,000.0 7.13%
Added 1.53%
193,020 $410.0 $464.01
Added 13.17%
$317.59 $428.69
QQQ $79,023,000.0 7.04%
No Change
161,909 $490.0 $610.75
Added 24.64%
$413.07 $539.15
DIA $71,833,000.0 6.46%
Added 3.57%
168,821 $430.0 $487.74
Added 13.43%
$376.14 $451.55
BSV $66,706,000.0 6.0%
Added 76.55%
863,284 $80.0 $78.77
Reduced 1.54%
$75.72 $79.02
XLI $41,632,000.0 3.75%
Added 1.95%
315,965 $130.0 $175.97
Added 35.36%
$112.47 $144.51
XLF $36,553,000.0 3.29%
Added 1.11%
756,328 $50.0 $51.5
Added 3.0%
$38.25 $51.62
IVV $30,295,000.0 2.73%
Added 0.3%
51,463 $590.0 $688.28
Added 16.66%
$485.19 $612.09
BSCO $26,344,000.0 2.35%
No Change
1,247,335 $20.0 $21.12
Added 5.6%
$20.89 $21.18
SCHM $25,574,000.0 2.3%
Added 212.88%
922,911 $30.0 $32.62
Added 8.73%
$24.54 $81.16
BSCP $25,334,000.0 2.28%
Added 4.04%
1,226,816 $20.0 $20.68
Added 3.4%
$20.37 $20.72
IBTE $21,628,000.0 1.93%
No Change
901,164 $20.0 $23.87
Added 19.35%
$23.84 $24.01
IWV $20,799,000.0 1.87%
Added 1.94%
62,225 $330.0 $389.95
Added 18.17%
$276.42 $349.54
IWB $16,703,000.0 1.5%
Added 7.75%
51,848 $320.0 $375.66
Added 17.39%
$265.7 $336.18
SGOV $8,517,000.0 0.77%
Added 57.37%
84,902 $100.0 $100.4
Added 0.4%
$100.15 $100.75
AAPL $5,712,000.0 0.51%
Added 65.23%
22,810 $250.0 $262.52
Added 5.01%
$164.08 $260.1
XOM $4,796,000.0 0.43%
Added 7.59%
44,587 $110.0 $149.82
Added 36.2%
$97.74 $126.34
MSFT $4,520,000.0 0.41%
Added 39.22%
10,724 $420.0 $405.2
Reduced 3.52%
$385.58 $468.35
SCHA $3,971,000.0 0.36%
Added 120.32%
153,540 $30.0 $30.41
Added 1.37%
$22.41 $50.79
IWM $3,812,000.0 0.34%
Added 12.56%
17,250 $220.0 $261.76
Added 18.98%
$190.06 $244.98
SPY $2,151,000.0 0.19%
Added 9.88%
3,671 $590.0 $685.13
Added 16.12%
$482.86 $609.07
IJH $2,075,000.0 0.19%
Reduced 0.09%
33,297 $60.0 $70.86
Added 18.1%
$54.14 $68.33
AMZN $1,840,000.0 0.17%
Added 153.75%
8,389 $220.0 $216.82
Reduced 1.45%
$151.61 $235.44
LLY $1,907,000.0 0.17%
Added 671.88%
2,470 $770.0 $1,003.57
Added 30.33%
$624.68 $972.53
NVDA $1,177,000.0 0.11%
Added 182.96%
8,766 $130.0 $183.04
Added 40.8%
$59.94 $153.13
IBM $1,217,000.0 0.11%
Added 226.09%
5,537 $220.0 $250.06
Added 13.66%
$162.62 $239.35
MAR $1,178,000.0 0.11%
No Change
4,224 $280.0 $335.94
Added 19.98%
$204.55 $295.45
BMY $1,135,000.0 0.1%
Added 217.85%
20,066 $60.0 $62.33
Added 3.88%
$39.35 $61.08
NEE $988,000.0 0.09%
Added 22.02%
13,775 $70.0 $92.6
Added 32.29%
$53.95 $86.1
IWF $889,000.0 0.08%
Added 66.67%
2,215 $400.0 $453.06
Added 13.27%
$310.51 $419.53
CVX $856,000.0 0.08%
Added 181.29%
5,907 $140.0 $186.03
Added 32.88%
$135.37 $167.11
BND $750,000.0 0.07%
Added 2.14%
10,425 $70.0 $74.51
Added 6.44%
$70.37 $75.67
HD $798,000.0 0.07%
Added 112.54%
2,051 $390.0 $369.11
Reduced 5.36%
$323.77 $439.37
AVGO $810,000.0 0.07%
Added 5.46%
3,493 $230.0 $317.53
Added 38.06%
$117.43 $251.88
BRK.B $729,000.0 0.07%
Added 53.24%
1,609 $450.0 $nan
Reduced nan%
$nan $nan
D $652,000.0 0.06%
Added 11.04%
12,111 $50.0 $62.57
Added 25.14%
$43.53 $61.97
ABBV $637,000.0 0.06%
Added 97.63%
3,583 $180.0 $236.19
Added 31.22%
$153.58 $207.32
ABT $619,000.0 0.06%
Added 206.5%
5,468 $110.0 $113.1
Added 2.82%
$99.71 $121.64
MGK $677,000.0 0.06%
Added 2.39%
1,973 $340.0 $389.86
Added 14.66%
$265.99 $358.61
XLY $689,000.0 0.06%
Added 8.9%
3,071 $220.0 $116.39
Reduced 47.1%
$166.48 $240.28
VGT $524,000.0 0.05%
No Change
843 $620.0 $733.13
Added 18.25%
$478.25 $648.66
JPM $528,000.0 0.05%
Added 16.52%
2,201 $240.0 $299.39
Added 24.75%
$168.86 $264.25
MTD $608,000.0 0.05%
No Change
497 $1,220.0 $1,286.66
Added 5.46%
$1,133.46 $1,546.93
SKYY $503,000.0 0.05%
Added 0.29%
4,222 $120.0 $111.59
Reduced 7.01%
$83.45 $131.13
SAIC $562,000.0 0.05%
No Change
5,026 $110.0 $93.3
Reduced 15.18%
$108.9 $156.34
CACI $541,000.0 0.05%
Added 75.13%
1,338 $400.0 $624.55
Added 56.14%
$326.6 $588.26
XLK $496,000.0 0.04%
Added 1.47%
2,134 $230.0 $139.84
Reduced 39.2%
$190.75 $241.88
PG $436,000.0 0.04%
Added 69.1%
2,599 $170.0 $158.3
Reduced 6.88%
$152.06 $180.43
MA $457,000.0 0.04%
Added 47.37%
868 $530.0 $522.92
Reduced 1.34%
$428.86 $537.7
FBT $450,000.0 0.04%
No Change
2,617 $170.0 $204.65
Added 20.38%
$140.36 $179.67
FTCS $441,000.0 0.04%
Added 20.3%
2,655 $170.0 $98.66
Reduced 41.96%
$80.47 $94.23
ORCL $476,000.0 0.04%
No Change
2,858 $170.0 $152.37
Reduced 10.37%
$106.51 $198.31
WPC $428,000.0 0.04%
Added 29.36%
7,856 $50.0 $73.0
Added 46.0%
$52.91 $65.76
SPLG $481,000.0 0.04%
Added 9.35%
6,981 $70.0 $80.0
Added 14.29%
$56.8 $71.65
TXN $495,000.0 0.04%
No Change
2,640 $190.0 $202.39
Added 6.52%
$155.46 $220.39
MCD $424,000.0 0.04%
Added 51.87%
1,461 $290.0 $331.74
Added 14.39%
$243.53 $317.9
IWR $431,000.0 0.04%
No Change
4,877 $90.0 $102.14
Added 13.49%
$76.26 $96.01
NFLX $450,000.0 0.04%
No Change
505 $890.0 $98.66
Reduced 88.91%
$537.07 $941.75
SPGI $314,000.0 0.03%
No Change
630 $500.0 $445.5
Reduced 10.9%
$407.69 $533.29
UNP $320,000.0 0.03%
No Change
1,402 $230.0 $266.7
Added 15.96%
$218.55 $258.66
ED $310,000.0 0.03%
No Change
3,479 $90.0 $112.49
Added 24.99%
$85.85 $107.75
GOOG $367,000.0 0.03%
No Change
1,929 $190.0 $303.45
Added 59.71%
$131.55 $203.84
ETN $323,000.0 0.03%
No Change
973 $330.0 $354.46
Added 7.41%
$241.45 $379.99
IWD $281,000.0 0.03%
No Change
1,518 $190.0 $223.25
Added 17.5%
$164.0 $200.42
ACN $301,000.0 0.03%
Reduced 0.81%
855 $350.0 $210.0
Reduced 40.0%
$278.69 $387.51
T $290,000.0 0.03%
No Change
12,723 $20.0 $28.98
Added 44.9%
$15.94 $24.03
WMT $359,000.0 0.03%
No Change
3,977 $90.0 $127.81
Added 42.01%
$53.44 $96.18
VB $281,000.0 0.03%
Added 5.89%
1,168 $240.0 $275.4
Added 14.75%
$205.93 $263.35
PM $314,000.0 0.03%
Added 0.38%
2,608 $120.0 $179.04
Added 49.2%
$87.82 $134.15
PEP $346,000.0 0.03%
Added 20.0%
2,274 $150.0 $163.92
Added 9.28%
$141.51 $183.41
MRK $286,000.0 0.03%
Added 57.84%
2,879 $100.0 $120.28
Added 20.28%
$94.48 $134.63
MMM $315,000.0 0.03%
No Change
2,438 $130.0 $160.89
Added 23.76%
$75.65 $150.0
TSLA $372,000.0 0.03%
No Change
921 $400.0 $405.94
Added 1.48%
$138.8 $488.54
RTX $325,000.0 0.03%
Added 15.46%
2,808 $120.0 $208.82
Added 74.02%
$88.7 $128.7
VIG $358,000.0 0.03%
Added 30.71%
1,830 $200.0 $225.52
Added 12.76%
$172.3 $205.2
AMGN $219,000.0 0.02%
No Change
839 $260.0 $379.27
Added 45.87%
$253.3 $346.85
FB $203,000.0 0.02%
No Change
347 $590.0 $42.6
Reduced 92.78%
$0.0 $0.0
FTEC $220,000.0 0.02%
No Change
1,188 $190.0 $218.57
Added 15.04%
$142.12 $192.96
GE $261,000.0 0.02%
No Change
1,567 $170.0 $339.81
Added 99.89%
$100.92 $194.8
GOOGL $206,000.0 0.02%
No Change
1,089 $190.0 $303.13
Added 59.54%
$130.67 $202.29
CRM $258,000.0 0.02%
No Change
771 $330.0 $193.08
Reduced 41.49%
$212.0 $369.0
COST $255,000.0 0.02%
Added 3.35%
278 $920.0 $1,006.74
Added 9.43%
$675.96 $1,008.25
DHR $265,000.0 0.02%
Added 0.87%
1,155 $230.0 $204.73
Reduced 10.99%
$225.42 $281.7
KLAC $213,000.0 0.02%
No Change
339 $630.0 $1,475.91
Added 134.27%
$581.7 $896.32
ROK $203,000.0 0.02%
No Change
711 $290.0 $383.35
Added 32.19%
$242.81 $307.71
PPG $209,000.0 0.02%
No Change
1,580 $130.0 $117.7
Reduced 9.46%
$113.0 $145.6
NOW $218,000.0 0.02%
No Change
206 $1,060.0 $113.86
Reduced 89.26%
$637.99 $1,157.9
PANW $211,000.0 0.02%
No Change
1,158 $180.0 $158.56
Reduced 11.91%
$130.05 $207.24
LMT $277,000.0 0.02%
Added 0.53%
570 $490.0 $664.48
Added 35.61%
$413.92 $618.95
LHX $253,000.0 0.02%
Added 21.62%
1,204 $210.0 $368.75
Added 75.6%
$200.18 $265.74
MATX $269,000.0 0.02%
No Change
1,996 $130.0 $167.38
Added 28.75%
$100.5 $169.12
LOW $231,000.0 0.02%
No Change
937 $250.0 $258.62
Added 3.45%
$209.55 $287.01
VTI $207,000.0 0.02%
No Change
714 $290.0 $338.19
Added 16.62%
$239.86 $302.95
UNH $254,000.0 0.02%
Added 27.74%
502 $510.0 $291.96
Reduced 42.75%
$436.38 $630.73
SBUX $219,000.0 0.02%
No Change
2,399 $90.0 $97.15
Added 7.94%
$71.55 $103.32
SO $221,000.0 0.02%
No Change
2,688 $80.0 $97.63
Added 22.04%
$65.8 $94.45
V $272,000.0 0.02%
No Change
861 $320.0 $320.47
Added 0.15%
$252.7 $325.74
VO $208,000.0 0.02%
No Change
788 $260.0 $303.08
Added 16.57%
$228.17 $285.6
VZ $229,000.0 0.02%
Added 4.85%
5,732 $40.0 $51.2
Added 28.0%
$37.59 $45.36
TLS $156,000.0 0.01%
No Change
45,704 $0.0 $4.57
Added inf%
$1.89 $5.03