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| Name: |
Campbell Wealth Management |
| City: |
ALEXANDRIA |
| State: |
VA |
| Zip: |
22314 |
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data |
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| Holdings
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10 |
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Menu
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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 |
|
QQQ |
Invesco QQQ Trust Series I |
4 |
- |
$445.93 |
$68,137,000 |
153,458 |
6.77% |
-2,952,000 |
-20,133 |
0.032 |
Closed - End Fund - Debt |
|
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VUG |
Vanguard Growth VIPERS |
5 |
- |
$345.65 |
$63,187,000 |
183,577 |
6.28% |
-1,479,000 |
-24,432 |
0.068 |
Closed - End Fund - E... |
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XLI |
SPDR Industrial Sector |
7 |
- |
$125.12 |
$37,352,000 |
296,539 |
3.71% |
-2,208,000 |
-50,506 |
0.018 |
Closed - End Fund - E... |
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IBTE |
Ishares Ibonds Dec 2024 Ter... |
14 |
- |
$0.00 |
$19,802,000 |
827,163 |
1.97% |
-23,152,000 |
-973,089 |
0.092 |
N/A |
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IWV |
iShares Tr Russell 3000 Indx |
15 |
- |
$299.39 |
$17,490,000 |
58,286 |
1.74% |
-4,057,000 |
-20,426 |
0.12 |
Closed - End Fund - E... |
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LLY |
Eli Lilly & Co |
23 |
- |
$763.98 |
$1,915,000 |
2,462 |
0.19% |
430,000 |
-85 |
0 |
Drug Manufacturers - ... |
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SPY |
Standard & Poors Depository... |
24 |
- |
$523.30 |
$1,801,000 |
3,443 |
0.18% |
-1,824,000 |
-4,183 |
0 |
Closed - End Fund - E... |
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STIP |
Ishares Barclays 0-5 Year T... |
56 |
- |
$99.17 |
$367,000 |
3,688 |
0.04% |
-2,863,000 |
-29,076 |
0 |
N/A |
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LMT |
Lockheed Martin Corp |
69 |
- |
$467.18 |
$262,000 |
576 |
0.03% |
-5,000 |
-13 |
0 |
Aerospace/Defense - M... |
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TIP |
iShares Lehman TIPS Bond |
88 |
- |
$106.29 |
$215,000 |
2,004 |
0.02% |
-54,177,000 |
-504,019 |
0 |
Closed - End Fund - E... |
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