| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 30.3% |
| INVESCO QQQ TR | 20 | Q3 2023 | 7.5% |
| ISHARES TR | 20 | Q3 2023 | 11.0% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 6.7% |
| ISHARES TR | 20 | Q3 2023 | 15.1% |
| ISHARES TR | 20 | Q3 2023 | 4.4% |
| SPDR DOW JONES INDL AVRG ETF | 20 | Q3 2023 | 5.1% |
| SELECT SECTOR SPDR TR | 20 | Q3 2023 | 4.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.3% |
| ISHARES TR | 20 | Q3 2023 | 2.5% |
View Campbell Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR/A | 2023-07-31 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-10 |
| 13F-HR/A | 2022-12-22 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-18 |
View Campbell Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.