Campbell-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ACN", "MMM", "ABT", "ABBV", "MATX", "GOOGL", "T", "AVGO", "LOW", "D", null, null, "HD", "MCD", "UNP", "META", "IJH", "TLS", null, "LHX", "MA", "MSFT", "GE", "KLAC", "IWD", "ORCL", "IWF", "PANW", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "VZ", "AMGN", "ROK", "SPGI", null, "SCHX", null, "NOW", "RTX", "SPLG", "IBM", "SBUX", "TXN", "VO", "IWV", "VIG", "MTD", null, null, "SAIC", "IWR", "AMZN", null, "VGT", "VUG", "MGK", "BND", "BSV", "VB", "V", "WMT", "WPC", null, "SCHA", "SO", "CRM", "DIA", null, "BRK-B", "BMY", "CACI", "CVX", "ED", "COST", "DHR", "IWB", "NEE", "MAR", "IWM", "ETN", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "PM", "XLK", "VTI", "JPM" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-01-30
- Total Holdings
- 97
- Total Value
- 1111142
- Accession Number
- 0001736648-25-000001
- Form Type
- 13F-HR
- Manager Name
- Campbell-Wealth-Management
Data Enrichment
89% identified86 identified11 unidentified
Holdings
97 positions
Manager:
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81369Y407
Shares:3.1K
Value:$689.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
33.3K | QoQ -0.09% (-31)YoY- | All Managers (Combined) | $2.1M | QoQ -0.09% (-$0)YoY- | |
ELI LILLY & Co(LLYcusip532457108) | 2.5K | YoY- | All Managers (Combined) | $1.9M | YoY- |
AMAZON COM INC(AMZNcusip023135106) | 8.4K | YoY- | All Managers (Combined) | $1.8M | YoY- |
5.5K | YoY- | All Managers (Combined) | $1.2M | YoY- | |
4.2K | QoQ NEW(+4.2K) YoY- | All Managers (Combined) | $1.2M | QoQ NEW(+$1) YoY- | |
NVIDIA CORP(NVDAcusip67066G104) | 8.8K | YoY- | All Managers (Combined) | $1.2M | YoY- |
20.1K | YoY- | All Managers (Combined) | $1.1M | YoY- | |
13.8K | YoY- | All Managers (Combined) | $988.0K | QoQ +3.56% (+$0)YoY- | |
2.2K | YoY- | All Managers (Combined) | $889.0K | QoQ +78.15% (+$0)YoY- | |
CHEVRON CORP(CVXcusip166764100) | 5.9K | YoY- | All Managers (Combined) | $856.0K | YoY- |
Broadcom Inc.(AVGOcusip11135F101) | 3.5K | QoQ +5.46% (+181)YoY- | All Managers (Combined) | $810.0K | QoQ +41.85% (+$0)YoY- |
HOME DEPOT, INC.(HDcusip437076102) | 2.1K | YoY- | All Managers (Combined) | $798.0K | YoY- |
10.4K | QoQ +2.13% (-218)YoY- | All Managers (Combined) | $750.0K | QoQ -2.21% (-$0)YoY- | |
1.6K | YoY- | All Managers (Combined) | $729.0K | QoQ +50.93% (+$0)YoY- | |
(cusip81369Y407)✕ | 3.1K | QoQ +8.90% (+251)YoY- | All Managers (Combined) | $689.0K | QoQ +21.94% (+$0)YoY- |
2.0K | QoQ +2.38% (+46)YoY- | All Managers (Combined) | $677.0K | QoQ +9.19% (+$0)YoY- | |
12.1K | YoY- | All Managers (Combined) | $652.0K | QoQ +3.49% (+$0)YoY- | |
AbbVie Inc.(ABBVcusip00287Y109) | 3.6K | YoY- | All Managers (Combined) | $637.0K | QoQ +77.93% (+$0)YoY- |
5.5K | YoY- | All Managers (Combined) | $619.0K | YoY- | |
497 | QoQ NEW(+497) YoY- | All Managers (Combined) | $608.0K | QoQ NEW(+$1) YoY- |