Campbell Wealth Management Top Holdings and 13F Report (2023) About Campbell Wealth ManagementInvestment ActivityCampbell Wealth Management has $1.11 million in total holdings as of December 31, 2022.Campbell Wealth Management owns shares of 97 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 37.30% of the portfolio was purchased this quarter.About 11.49% of the portfolio was sold this quarter.This quarter, Campbell Wealth Management has purchased 70 new stocks and bought additional shares in 59 stocks.Campbell Wealth Management sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $365,778iShares Core U.S. Aggregate Bond ETF $132,942Schwab 5-10 Year Corporate Bond ETF $125,397Vanguard Growth ETF $79,223SPDR Dow Jones Industrial Average ETF Trust $71,833 Largest New Holdings this Quarter Marriott International $1,178 HoldingMettler-Toledo International $608 HoldingScience Applications International $562 HoldingVanguard Information Technology ETF $524 HoldingOracle $476 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 10,670,574 shares (about $247.34K)Schwab 5-10 Year Corporate Bond ETF 3,468,198 shares (about $76.54K)Vanguard Short-Term Bond ETF 374,314 shares (about $28.92K)Schwab U.S. Mid-Cap ETF 627,936 shares (about $17.40K)iShares Core U.S. Aggregate Bond ETF 70,335 shares (about $6.82K) Largest Sales this Quarter Accenture 7 shares (about $2.46)iShares Core S&P Mid-Cap ETF 31 shares (about $1.93) Sector Allocation Over TimeMap of 500 Largest Holdings ofCampbell Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$365,778$247,344 ▲208.8%15,779,89732.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$132,942$6,815 ▲5.4%1,371,94912.0%FinanceSCHISchwab 5-10 Year Corporate Bond ETF$125,397$76,543 ▲156.7%5,681,77711.3%ETFVUGVanguard Growth ETF$79,223$1,194 ▲1.5%193,0207.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$71,833$2,476 ▲3.6%168,8216.5%FinanceBSVVanguard Short-Term Bond ETF$66,706$28,923 ▲76.6%863,2846.0%ETFXLIIndustrial Select Sector SPDR Fund$41,632$798 ▲2.0%315,9653.7%ETFXLFFinancial Select Sector SPDR Fund$36,553$402 ▲1.1%756,3283.3%ETFIVViShares Core S&P 500 ETF$30,295$90 ▲0.3%51,4632.7%ETFSCHMSchwab U.S. Mid-Cap ETF$25,574$17,400 ▲212.9%922,9112.3%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$25,334$983 ▲4.0%1,226,8162.3%ETFIWViShares Russell 3000 ETF$20,799$396 ▲1.9%62,2251.9%ETFIWBiShares Russell 1000 ETF$16,703$1,201 ▲7.7%51,8481.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,517$3,105 ▲57.4%84,9020.8%ETFAAPLApple$5,712$2,255 ▲65.2%22,8100.5%Computer and TechnologyXOMExxon Mobil$4,796$338 ▲7.6%44,5870.4%Oils/EnergyMSFTMicrosoft$4,520$1,273 ▲39.2%10,7240.4%Computer and TechnologySCHASchwab US Small-Cap ETF$3,971$2,169 ▲120.3%153,5400.4%ETFIWMiShares Russell 2000 ETF$3,812$425 ▲12.6%17,2500.3%FinanceSPYSPDR S&P 500 ETF Trust$2,151$193 ▲9.9%3,6710.2%FinanceIJHiShares Core S&P Mid-Cap ETF$2,075$2 ▼-0.1%33,2970.2%ETFLLYEli Lilly and Company$1,907$1,660 ▲671.9%2,4700.2%MedicalAMZNAmazon.com$1,840$1,115 ▲153.8%8,3890.2%Retail/WholesaleIBMInternational Business Machines$1,217$844 ▲226.1%5,5370.1%Computer and TechnologyMARMarriott International$1,178$1,178 ▲New Holding4,2240.1%Consumer DiscretionaryNVDANVIDIA$1,177$761 ▲183.0%8,7660.1%Computer and TechnologyBMYBristol-Myers Squibb$1,135$778 ▲217.9%20,0660.1%MedicalNEENextEra Energy$988$178 ▲22.0%13,7750.1%UtilitiesIWFiShares Russell 1000 Growth ETF$889$356 ▲66.7%2,2150.1%ETFCVXChevron$856$552 ▲181.3%5,9070.1%Oils/EnergyAVGOBroadcom$810$42 ▲5.5%3,4930.1%Computer and TechnologyHDHome Depot$798$423 ▲112.5%2,0510.1%Retail/WholesaleBNDVanguard Total Bond Market ETF$750$16 ▲2.1%10,4250.1%ETFBRK.BBerkshire Hathaway$729$253 ▲53.2%1,6090.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$689$56 ▲8.9%3,0710.1%FinanceMGKVanguard Mega Cap Growth ETF$677$16 ▲2.4%1,9730.1%ETFDDominion Energy$652$65 ▲11.0%12,1110.1%UtilitiesABBVAbbVie$637$315 ▲97.6%3,5830.1%MedicalABTAbbott Laboratories$619$417 ▲206.5%5,4680.1%MedicalMTDMettler-Toledo International$608$608 ▲New Holding4970.1%Computer and TechnologySAICScience Applications International$562$562 ▲New Holding5,0260.1%Computer and TechnologyCACICACI International$541$232 ▲75.1%1,3380.0%Computer and TechnologyJPMJPMorgan Chase & Co.$528$75 ▲16.5%2,2010.0%FinanceVGTVanguard Information Technology ETF$524$524 ▲New Holding8430.0%ETFSKYYFirst Trust Cloud Computing ETF$503$1 ▲0.3%4,2220.0%ManufacturingXLKTechnology Select Sector SPDR Fund$496$7 ▲1.5%2,1340.0%ETFTXNTexas Instruments$4950.0%2,6400.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$481$41 ▲9.4%6,9810.0%ETFORCLOracle$476$476 ▲New Holding2,8580.0%Computer and TechnologyMAMastercard$457$147 ▲47.4%8680.0%Business ServicesNFLXNetflix$450$450 ▲New Holding5050.0%Consumer DiscretionaryFTCSFirst Trust Capital Strength ETF$441$74 ▲20.3%2,6550.0%ETFPGProcter & Gamble$436$178 ▲69.1%2,5990.0%Consumer StaplesIWRiShares Russell Mid-Cap ETF$431$431 ▲New Holding4,8770.0%ETFWPCW. P. Carey$428$97 ▲29.4%7,8560.0%FinanceMCDMcDonald's$424$145 ▲51.9%1,4610.0%Retail/WholesaleTSLATesla$372$372 ▲New Holding9210.0%Auto/Tires/TrucksGOOGAlphabet$367$367 ▲New Holding1,9290.0%Computer and TechnologyWMTWalmart$359$359 ▲New Holding3,9770.0%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$358$84 ▲30.7%1,8300.0%ETFPEPPepsiCo$346$58 ▲20.0%2,2740.0%Consumer StaplesRTXRTX$325$44 ▲15.5%2,8080.0%AerospaceETNEaton$323$323 ▲New Holding9730.0%Industrial ProductsUNPUnion Pacific$320$320 ▲New Holding1,4020.0%TransportationMMM3M$315$315 ▲New Holding2,4380.0%Multi-Sector ConglomeratesSPGIS&P Global$314$314 ▲New Holding6300.0%Business ServicesPMPhilip Morris International$314$1 ▲0.4%2,6080.0%Consumer StaplesEDConsolidated Edison$310$310 ▲New Holding3,4790.0%UtilitiesACNAccenture$301$2 ▼-0.8%8550.0%Computer and TechnologyTAT&T$290$290 ▲New Holding12,7230.0%Computer and TechnologyMRKMerck & Co., Inc.$286$105 ▲57.8%2,8790.0%MedicalIWDiShares Russell 1000 Value ETF$281$281 ▲New Holding1,5180.0%ETFVBVanguard Small-Cap ETF$281$16 ▲5.9%1,1680.0%ETFLMTLockheed Martin$277$1 ▲0.5%5700.0%AerospaceVVisa$272$272 ▲New Holding8610.0%Business ServicesMATXMatson$269$269 ▲New Holding1,9960.0%TransportationDHRDanaher$265$2 ▲0.9%1,1550.0%Multi-Sector ConglomeratesGEGeneral Electric$261$261 ▲New Holding1,5670.0%TransportationCRMSalesforce$258$258 ▲New Holding7710.0%Computer and TechnologyCOSTCostco Wholesale$255$8 ▲3.3%2780.0%Retail/WholesaleUNHUnitedHealth Group$254$55 ▲27.7%5020.0%MedicalLHXL3Harris Technologies$253$45 ▲21.6%1,2040.0%AerospaceLOWLowe's Companies$231$231 ▲New Holding9370.0%Retail/WholesaleVZVerizon Communications$229$11 ▲4.8%5,7320.0%Computer and TechnologySOSouthern$221$221 ▲New Holding2,6880.0%UtilitiesFTECFidelity MSCI Information Technology Index ETF$220$220 ▲New Holding1,1880.0%ETFAMGNAmgen$219$219 ▲New Holding8390.0%MedicalSBUXStarbucks$2190.0%2,3990.0%Retail/WholesaleNOWServiceNow$218$218 ▲New Holding2060.0%Computer and TechnologyKLACKLA$213$213 ▲New Holding3390.0%Computer and TechnologyPANWPalo Alto Networks$211$211 ▲New Holding1,1580.0%Computer and TechnologyVOVanguard Mid-Cap ETF$2080.0%7880.0%ETFVTIVanguard Total Stock Market ETF$207$207 ▲New Holding7140.0%ETFGOOGLAlphabet$206$206 ▲New Holding1,0890.0%Computer and TechnologyMETAMeta Platforms$203$203 ▲New Holding3470.0%Computer and TechnologyROKRockwell Automation$203$203 ▲New Holding7110.0%Computer and TechnologyTLSTelos$1560.0%45,7040.0%Computer and TechnologyQQQInvesco QQQ$0$79,023 ▼-100.0%00.0%FinanceBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$26,344 ▼-100.0%00.0%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$21,628 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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