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  Name: Campbell Wealth Management
  City: ALEXANDRIA
  State: VA
  Zip: 22314
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,006,396,000
  Total Value Change : $163,509,000
  Securities Held Change : 30
   
All Securities Held : 92
  New Positions : 21
  Closed Positions : 4
  Increased Positions : 57
  Unchanged Positions : 4
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 25 New $0.00 $1,643,000 16,317 0.16% 1,643,000 16,317 0.018    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 46 New $82.76 $440,000 5,237 0.04% 440,000 5,237 0.002    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 50 New $524.12 $403,000 768 0.04% 403,000 768 0    Closed - End Fund - E...
   (EQAL)1 Year Chart         EQAL Invesco Russell 1000 Equal ... 58 New $45.96 $355,000 7,687 0.04% 355,000 7,687 0.055    N/A
   (ETN)1 Year Chart         ETN Eaton Corp 63 New $330.45 $293,000 937 0.03% 293,000 937 0    Diversified Machinery
   (GE)1 Year Chart         GE General Electric Co 64 New $160.00 $285,000 1,626 0.03% 285,000 1,626 0    Conglomerates
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 66 New $177.42 $282,000 1,577 0.03% 282,000 1,577 0    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 65 New $454.20 $282,000 586 0.03% 282,000 586 0.001    Business Services
   (SPGI)1 Year Chart         SPGI S&P Global Inc 68 New $428.03 $272,000 640 0.03% 272,000 640 0    Publishing
   (GOOG)1 Year Chart         GOOG Alphabet Inc 70 New $171.93 $260,000 1,710 0.03% 260,000 1,710 0    Search Engines & Info...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 74 New $60.24 $251,000 4,166 0.02% 251,000 4,166 0    Discount, Variety Stores
   (NFLX)1 Year Chart         NFLX Netflix Inc 75 New $613.66 $251,000 414 0.02% 251,000 414 0    Music & Video Stores
   (RTX)1 Year Chart         RTX RTX Corp 76 New $101.02 $250,000 2,561 0.02% 250,000 2,561 0    Conglomerates
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 79 New $729.92 $236,000 337 0.02% 236,000 337 0    Semiconductor Equipme...
   (PPG)1 Year Chart         PPG PPG Industries Inc 83 New $135.38 $229,000 1,580 0.02% 229,000 1,580 0.001    Conglomerates
   (T)1 Year Chart         T AT&T Corp 86 New $17.30 $224,000 12,710 0.02% 224,000 12,710 0    Long Distance Carriers
   (MATX)1 Year Chart         MATX Matson Inc 85 New $115.11 $224,000 1,996 0.02% 224,000 1,996 0.005    Water Transportation
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 87 New $270.84 $223,000 766 0.02% 223,000 766 0.001    Conglomerates
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 89 New $48.95 $211,000 4,230 0.02% 211,000 4,230 0    Networking & Communic...
   (ANTM)1 Year Chart         ANTM Anthem Inc 90 New $534.63 $207,000 400 0.02% 207,000 400 0    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 91 New $276.80 $202,000 671 0.02% 202,000 671 0    Internet Software & S...

      21 Records Found
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