Campbell Wealth Management - Q4 2021 holdings

$875 Million is the total value of Campbell Wealth Management's 79 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .

 Value Shares↓ Weighting
XXII Exit22ND CENTY GROUP INC$0-15,000
-100.0%
-0.01%
COP ExitCONOCOPHILLIPS$0-3,012
-100.0%
-0.03%
BA ExitBOEING CO$0-919
-100.0%
-0.03%
ZBH ExitZIMMER BIOMET HOLDINGS INC$0-1,372
-100.0%
-0.03%
VLO ExitVALERO ENERGY CORP$0-3,423
-100.0%
-0.03%
VZ ExitVERIZON COMMUNICATIONS INC$0-4,582
-100.0%
-0.03%
LDOS ExitLEIDOS HOLDINGS INC$0-5,495
-100.0%
-0.07%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-01-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR20Q3 202330.3%
INVESCO QQQ TR20Q3 20237.5%
ISHARES TR20Q3 202311.0%
SELECT SECTOR SPDR TR20Q3 20236.7%
ISHARES TR20Q3 202315.1%
ISHARES TR20Q3 20234.4%
SPDR DOW JONES INDL AVRG ETF20Q3 20235.1%
SELECT SECTOR SPDR TR20Q3 20234.2%
SCHWAB STRATEGIC TR20Q3 20233.3%
ISHARES TR20Q3 20232.5%

View Campbell Wealth Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-09
13F-HR2024-02-08
13F-HR2023-11-13
13F-HR/A2023-07-31
13F-HR2023-07-27
13F-HR2023-05-08
13F-HR2023-01-10
13F-HR/A2022-12-22
13F-HR2022-10-11
13F-HR2022-08-02

View Campbell Wealth Management's complete filings history.

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