Campbell Wealth Management

ALEXANDRIA, VA · CIK 1736648 · 13F filing filed 2025-01-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAlexandria, VA

$1.1bn reported value -1.0% vs Q3 2024

97positions

87.8%in top 10

32 new 59 added 2 reduced 5 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	15,779,897	$365.8m32.92%	32.92%	Added +451.9k	+451,928 3.0%
2	ISHARES TR CORE US AGGBD ET AGG	AGG	1,371,949	$132.9m11.96%	11.96%	Added +70.3k	+70,335 5.4%
3	SCHWAB STRATEGIC TR 5 10YR CORP BD SCHI	SCHI	5,681,777	$125.4m11.29%	11.29%	Added +1.3m	+1,254,619 28.3%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	193,020	$79.2m7.13%	7.13%	Added +2.9k	+2,910 1.5%
5	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	168,821	$71.8m6.46%	6.46%	Added +5.8k	+5,819 3.6%
6	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	863,284	$66.7m6.00%	6.00%	Added +374.3k	+374,314 76.5%
7	SELECT SECTOR SPDR TR INDL XLI	XLI	315,965	$41.6m3.75%	3.75%	Added +6.1k	+6,057 1.9%
8	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	756,328	$36.6m3.29%	3.29%	Added +8.3k	+8,313 1.1%
9	ISHARES TR CORE S&P500 ETF IVV	IVV	51,463	$30.3m2.73%	2.73%	Added +153	+153 0.3%
10	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	922,911	$25.6m2.30%	2.30%	Added +38.0k	+37,986 4.3%
11	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	1,226,816	$25.3m2.28%	2.28%	Added +47.6k	+47,603 4.0%
12	ISHARES TR RUSSELL 3000 ETF IWV	IWV	62,225	$20.8m1.87%	1.87%	Added +1.2k	+1,186 1.9%
13	ISHARES TR RUS 1000 ETF IWB	IWB	51,848	$16.7m1.50%	1.50%	Added +3.7k	+3,728 7.8%
14	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	84,902	$8.5m0.77%	0.77%	Added +31.0k	+30,953 57.4%
15	APPLE INC COM AAPL	AAPL	22,810	$5.7m0.51%	0.51%	Added +9.0k	+9,005 65.2%
16	EXXON MOBIL CORP COM XOM	XOM	44,587	$4.8m0.43%	0.43%	Added +3.1k	+3,146 7.6%
17	MICROSOFT CORP COM MSFT	MSFT	10,724	$4.5m0.41%	0.41%	Added +3.0k	+3,021 39.2%
18	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	153,540	$4.0m0.36%	0.36%	Added +14.2k	+14,158 10.2%
19	ISHARES TR RUSSELL 2000 ETF IWM	IWM	17,250	$3.8m0.34%	0.34%	Added +1.9k	+1,925 12.6%
20	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,671	$2.2m0.19%	0.19%	Added +330	+330 9.9%
21	ISHARES TR CORE S&P MCP ETF IJH	IJH	33,297	$2.1m0.19%	0.19%	Reduced -31	-31 -0.1%
22	ELI LILLY & CO COM LLY	LLY	2,470	$1.9m0.17%	0.17%	Added +2.1k	+2,150 671.9%
23	AMAZON COM INC COM AMZN	AMZN	8,389	$1.8m0.17%	0.17%	Added +5.1k	+5,083 153.8%
24	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	5,537	$1.2m0.11%	0.11%	Added +3.8k	+3,839 226.1%
25	MARRIOTT INTL INC NEW CL A MAR	MAR	4,224	$1.2m0.11%	0.11%	New
26	NVIDIA CORPORATION COM NVDA	NVDA	8,766	$1.2m0.11%	0.11%	Added +5.7k	+5,668 183.0%
27	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	20,066	$1.1m0.10%	0.10%	Added +13.8k	+13,753 217.8%
28	NEXTERA ENERGY INC COM NEE	NEE	13,775	$988.0k0.09%	0.09%	Added +2.5k	+2,486 22.0%
29	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,215	$889.0k0.08%	0.08%	Added +886	+886 66.7%
30	CHEVRON CORP NEW COM CVX	CVX	5,907	$856.0k0.08%	0.08%	Added +3.8k	+3,807 181.3%
31	BROADCOM INC COM AVGO	AVGO	3,493	$810.0k0.07%	0.07%	Added +181	+181 5.5%
32	HOME DEPOT INC COM HD	HD	2,051	$798.0k0.07%	0.07%	Added +1.1k	+1,086 112.5%
33	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	10,425	$750.0k0.07%	0.07%	Added +218	+218 2.1%
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,609	$729.0k0.07%	0.07%	Added +559	+559 53.2%
35	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	3,071	$689.0k0.06%	0.06%	Added +251	+251 8.9%
36	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	1,973	$677.0k0.06%	0.06%	Added +46	+46 2.4%
37	DOMINION ENERGY INC COM D	D	12,111	$652.0k0.06%	0.06%	Added +1.2k	+1,204 11.0%
38	ABBVIE INC COM ABBV	ABBV	3,583	$637.0k0.06%	0.06%	Added +1.8k	+1,770 97.6%
39	ABBOTT LABS COM ABT	ABT	5,468	$619.0k0.06%	0.06%	Added +3.7k	+3,684 206.5%
40	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	497	$608.0k0.05%	0.05%	New
41	SCIENCE APPLICATIONS INTL CO COM SAIC	SAIC	5,026	$562.0k0.05%	0.05%	New
42	CACI INTL INC CL A CACI	CACI	1,338	$541.0k0.05%	0.05%	Added +574	+574 75.1%
43	JPMORGAN CHASE & CO COM JPM	JPM	2,201	$528.0k0.05%	0.05%	Added +312	+312 16.5%
44	VANGUARD WORLD FD INF TECH ETF VGT	VGT	843	$524.0k0.05%	0.05%	New
45	FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING SKYY	SKYY	4,222	$503.0k0.05%	0.05%	Added +12	+12 0.3%
46	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,134	$496.0k0.04%	0.04%	Added +31	+31 1.5%
47	TEXAS INSTRS INC COM TXN	TXN	2,640	$495.0k0.04%	0.04%	Unchanged
48	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	6,981	$481.0k0.04%	0.04%	Added +597	+597 9.3%
49	ORACLE CORP COM ORCL	ORCL	2,858	$476.0k0.04%	0.04%	New
50	MASTERCARD INCORPORATED CL A MA	MA	868	$457.0k0.04%	0.04%	Added +279	+279 47.4%
51	NETFLIX INC COM NFLX	NFLX	505	$450.0k0.04%	0.04%	New
52	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	2,655	$441.0k0.04%	0.04%	Added +448	+448 20.3%
53	PROCTER AND GAMBLE CO COM PG	PG	2,599	$436.0k0.04%	0.04%	Added +1.1k	+1,062 69.1%
54	ISHARES TR RUS MID CAP ETF IWR	IWR	4,877	$431.0k0.04%	0.04%	New
55	WP CAREY INC COM WPC	WPC	7,856	$428.0k0.04%	0.04%	Added +1.8k	+1,783 29.4%
56	MCDONALDS CORP COM MCD	MCD	1,461	$424.0k0.04%	0.04%	Added +499	+499 51.9%
57	TESLA INC COM TSLA	TSLA	921	$372.0k0.03%	0.03%	New
58	ALPHABET INC CAP STK CL C GOOG	GOOG	1,929	$367.0k0.03%	0.03%	New
59	WALMART INC COM WMT	WMT	3,977	$359.0k0.03%	0.03%	New
60	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,830	$358.0k0.03%	0.03%	Added +430	+430 30.7%
61	PEPSICO INC COM PEP	PEP	2,274	$346.0k0.03%	0.03%	Added +379	+379 20.0%
62	RTX CORPORATION COM RTX	RTX	2,808	$325.0k0.03%	0.03%	Added +376	+376 15.5%
63	EATON CORP PLC SHS ETN	ETN	973	$323.0k0.03%	0.03%	New
64	UNION PAC CORP COM UNP	UNP	1,402	$320.0k0.03%	0.03%	New
65	3M CO COM MMM	MMM	2,438	$315.0k0.03%	0.03%	New
66	PHILIP MORRIS INTL INC COM PM	PM	2,608	$314.0k0.03%	0.03%	Added +10	+10 0.4%
67	S&P GLOBAL INC COM SPGI	SPGI	630	$314.0k0.03%	0.03%	New
68	CONSOLIDATED EDISON INC COM ED	ED	3,479	$310.0k0.03%	0.03%	New
69	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	855	$301.0k0.03%	0.03%	Reduced -7	-7 -0.8%
70	AT&T INC COM T	T	12,723	$290.0k0.03%	0.03%	New
71	MERCK & CO INC COM MRK	MRK	2,879	$286.0k0.03%	0.03%	Added +1.1k	+1,055 57.8%
72	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,518	$281.0k0.03%	0.03%	New
73	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,168	$281.0k0.03%	0.03%	Added +65	+65 5.9%
74	LOCKHEED MARTIN CORP COM LMT	LMT	570	$277.0k0.02%	0.02%	Added +3	+3 0.5%
75	VISA INC COM CL A V	V	861	$272.0k0.02%	0.02%	New
76	MATSON INC COM MATX	MATX	1,996	$269.0k0.02%	0.02%	New
77	DANAHER CORPORATION COM DHR	DHR	1,155	$265.0k0.02%	0.02%	Added +10	+10 0.9%
78	GE AEROSPACE COM NEW GE	GE	1,567	$261.0k0.02%	0.02%	New
79	SALESFORCE INC COM CRM	CRM	771	$258.0k0.02%	0.02%	New
80	COSTCO WHSL CORP NEW COM COST	COST	278	$255.0k0.02%	0.02%	Added +9	+9 3.4%
81	UNITEDHEALTH GROUP INC COM UNH	UNH	502	$254.0k0.02%	0.02%	Added +109	+109 27.7%
82	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,204	$253.0k0.02%	0.02%	Added +214	+214 21.6%
83	LOWES COS INC COM LOW	LOW	937	$231.0k0.02%	0.02%	New
84	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,732	$229.0k0.02%	0.02%	Added +265	+265 4.8%
85	SOUTHERN CO COM SO	SO	2,688	$221.0k0.02%	0.02%	New
86	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	1,188	$220.0k0.02%	0.02%	New
87	AMGEN INC COM AMGN	AMGN	839	$219.0k0.02%	0.02%	New
88	STARBUCKS CORP COM SBUX	SBUX	2,399	$219.0k0.02%	0.02%	Unchanged
89	SERVICENOW INC COM NOW	NOW	206	$218.0k0.02%	0.02%	New
90	KLA CORP COM NEW KLAC	KLAC	339	$213.0k0.02%	0.02%	New
91	PALO ALTO NETWORKS INC COM PANW	PANW	1,158	$211.0k0.02%	0.02%	New
92	VANGUARD INDEX FDS MID CAP ETF VO	VO	788	$208.0k0.02%	0.02%	Unchanged
93	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	714	$207.0k0.02%	0.02%	New
94	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,089	$206.0k0.02%	0.02%	New
95	META PLATFORMS INC CL A META	META	347	$203.0k0.02%	0.02%	New
96	ROCKWELL AUTOMATION INC COM ROK	ROK	711	$203.0k0.02%	0.02%	New
97	TELOS CORP MD COM TLS	TLS	45,704	$156.0k0.01%	0.01%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
INVESCO QQQ TR QQQ	QQQ	161,909	$79.0m161.9k shares
INVESCO EXCH TRD SLF IDX FD BSCO	BSCO	1,247,335	$26.3m1.2m shares
ISHARES TR IBTE	IBTE	901,164	$21.6m901.2k shares
FIRST TR EXCHANGE-TRADED FD FBT	FBT	2,617	$450.0k2.6k shares
PPG INDS INC PPG	PPG	1,580	$209.0k1.6k shares