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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 : 4     View All Holdings Currently Viewing:  Closed 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
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 96 Closed $47.17 $0 0 0% -228,000 -4,793 0    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 95 Closed $48.09 $0 0 0% -484,000 -10,188 0    N/A
   (PLW)1 Year Chart         PLW Invesco 1-30 Laddered Treas... 94 Closed $27.42 $0 0 0% -20,200,000 -700,663 0    Closed - End Fund - Debt
   (IYY)1 Year Chart         IYY iShares Dow Jones US Total ... 93 Closed $127.82 $0 0 0% -320,000 -2,745 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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