$458 Million is the total value of Campbell Wealth Management's 49 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDStotal stk mkt | $645,000 | -21.1% | 5,002 | 0.0% | 0.14% | -14.0% | |
| NEE | NEXTERA ENERGY INC | $634,000 | -0.6% | 2,633 | 0.0% | 0.14% | +7.8% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $395,000 | -13.0% | 572 | 0.0% | 0.09% | -5.5% | |
| TXN | TEXAS INSTRS INC | $265,000 | -22.1% | 2,651 | 0.0% | 0.06% | -14.7% | |
| MRK | MERCK & CO. INC | $220,000 | -15.4% | 2,864 | 0.0% | 0.05% | -7.7% | |
| CACI | CACI INTL INCcl a | $203,000 | -15.4% | 961 | 0.0% | 0.04% | -8.3% | |
| UNP | UNION PAC CORP | $200,000 | -22.2% | 1,419 | 0.0% | 0.04% | -15.4% | |
| MNSB | MAINSTREET BANCSHARES INC | $195,000 | -27.2% | 11,638 | 0.0% | 0.04% | -20.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-17
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 | 2024-05-09 |
| 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 |
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.