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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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
PEPSICO INC(PEPcusip713448108) | 2.3K | YoY- | All Managers (Combined) | $346.0K | QoQ +7.45% (+$0)YoY- |
2.8K | YoY- | All Managers (Combined) | $325.0K | QoQ +10.16% (+$0)YoY- | |
Eaton Corp plc(ETNcusipG29183103) | 973 | QoQ NEW(+973) YoY- | All Managers (Combined) | $323.0K | QoQ NEW(+$0) YoY- |
1.4K | QoQ NEW(+1.4K) YoY- | All Managers (Combined) | $320.0K | QoQ NEW(+$0) YoY- | |
2.4K | QoQ NEW(+2.4K) YoY- | All Managers (Combined) | $315.0K | QoQ NEW(+$0) YoY- | |
S&P Global Inc.(SPGIcusip78409V104) | 630 | QoQ NEW(+630) YoY- | All Managers (Combined) | $314.0K | QoQ NEW(+$0) YoY- |
2.6K | QoQ +0.38% (-10)YoY- | All Managers (Combined) | $314.0K | QoQ -0.31% (-$0)YoY- | |
3.5K | QoQ NEW(+3.5K) YoY- | All Managers (Combined) | $310.0K | QoQ NEW(+$0) YoY- | |
Accenture plc(ACNcusipG1151C101) | 855 | QoQ -0.81% (-7)YoY- | All Managers (Combined) | $301.0K | QoQ -1.31% (-$0)YoY- |
12.7K | QoQ NEW(+12.7K) YoY- | All Managers (Combined) | $290.0K | QoQ NEW(+$0) YoY- | |
2.9K | YoY- | All Managers (Combined) | $286.0K | QoQ +38.16% (+$0)YoY- | |
1.5K | QoQ NEW(+1.5K) YoY- | All Managers (Combined) | $281.0K | QoQ NEW(+$0) YoY- | |
1.2K | QoQ +5.89% (+65)YoY- | All Managers (Combined) | $281.0K | QoQ +7.25% (+$0)YoY- | |
570 | QoQ +0.52% (-3)YoY- | All Managers (Combined) | $277.0K | QoQ -16.31% (-$0)YoY- | |
861 | QoQ NEW(+861) YoY- | All Managers (Combined) | $272.0K | QoQ NEW(+$0) YoY- | |
Matson, Inc.(MATXcusip57686G105) | 2.0K | QoQ NEW(+2.0K) YoY- | All Managers (Combined) | $269.0K | QoQ NEW(+$0) YoY- |
1.2K | QoQ +0.87% (-10)YoY- | All Managers (Combined) | $265.0K | QoQ -16.66% (-$0)YoY- | |
1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $261.0K | QoQ NEW(+$0) YoY- | |
Salesforce, Inc.(CRMcusip79466L302) | 771 | QoQ NEW(+771) YoY- | All Managers (Combined) | $258.0K | QoQ NEW(+$0) YoY- |
278 | QoQ +3.34% (+9)YoY- | All Managers (Combined) | $255.0K | QoQ +7.14% (+$0)YoY- |