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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316092808
Shares:1.2K
Value:$220.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
502 | YoY- | All Managers (Combined) | $254.0K | QoQ +10.43% (+$0)YoY- | |
1.2K | YoY- | All Managers (Combined) | $253.0K | QoQ +7.65% (+$0)YoY- | |
937 | QoQ NEW(+937) YoY- | All Managers (Combined) | $231.0K | QoQ NEW(+$0) YoY- | |
5.7K | QoQ +4.84% (-265)YoY- | All Managers (Combined) | $229.0K | QoQ -6.91% (-$0)YoY- | |
SOUTHERN CO(SOcusip842587107) | 2.7K | QoQ NEW(+2.7K) YoY- | All Managers (Combined) | $221.0K | QoQ NEW(+$0) YoY- |
(cusip316092808)✕ | 1.2K | QoQ NEW(+1.2K) YoY- | All Managers (Combined) | $220.0K | QoQ NEW(+$0) YoY- |
839 | QoQ NEW(+839) YoY- | All Managers (Combined) | $219.0K | QoQ NEW(+$0) YoY- | |
STARBUCKS CORP(SBUXcusip855244109) | 2.4K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $219.0K | QoQ -6.41% (-$0)YoY- |
ServiceNow, Inc.(NOWcusip81762P102) | 206 | QoQ NEW(+206) YoY- | All Managers (Combined) | $218.0K | QoQ NEW(+$0) YoY- |
339 | QoQ NEW(+339) YoY- | All Managers (Combined) | $213.0K | QoQ NEW(+$0) YoY- | |
1.2K | QoQ NEW(+1.2K) YoY- | All Managers (Combined) | $211.0K | QoQ NEW(+$0) YoY- | |
788 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $208.0K | QoQ 0.00% (+$0)YoY- | |
714 | QoQ NEW(+714) YoY- | All Managers (Combined) | $207.0K | QoQ NEW(+$0) YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | 1.1K | QoQ NEW(+1.1K) YoY- | All Managers (Combined) | $206.0K | QoQ NEW(+$0) YoY- |
711 | QoQ NEW(+711) YoY- | All Managers (Combined) | $203.0K | QoQ NEW(+$0) YoY- | |
347 | QoQ NEW(+347) YoY- | All Managers (Combined) | $203.0K | QoQ NEW(+$0) YoY- | |
TELOS CORP(TLScusip87969B101) | 45.7K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $156.0K | QoQ -4.87% (-$0)YoY- |