Campbell Wealth Management quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Campbell Wealth Management opened 27 positions, added to 32, reduced 1, sold out of 1 and left 3 unchanged. The largest increase in value was AAPL (+$2,495); the largest decrease was PPG (-$209).
- AAPL: Country of operation United States; Class COM; Shares 2024-09-30 13,805; Shares 2024-12-31 22,810.
- LLY: Country of operation United States; Class COM; Shares 2024-09-30 320; Shares 2024-12-31 2,470.
- AMZN: Country of operation United States; Class COM; Shares 2024-09-30 3,306; Shares 2024-12-31 8,389.
- MSFT: Country of operation United States; Class COM; Shares 2024-09-30 7,703; Shares 2024-12-31 10,724.
Two Form 13F-HR filings compared (SEC CIK 1736648): 2024-09-30 (filed 2024-10-28) and 2024-12-31 (filed 2025-01-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-09-30 | Shares 2024-12-31 | Share change | Value 2024-09-30 | Value 2024-12-31 | Value change |
|---|
AAPL
APPLE INC | United States | COM | 13,805 | 22,810 | +9,005 | $3,217 | $5,712 | +$2,495 |
|---|
LLY
ELI LILLY & CO | United States | COM | 320 | 2,470 | +2,150 | $284 | $1,907 | +$1,623 |
|---|
AMZN
AMAZON COM INC | United States | COM | 3,306 | 8,389 | +5,083 | $616 | $1,840 | +$1,224 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 7,703 | 10,724 | +3,021 | $3,314 | $4,520 | +$1,206 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,698 | 5,537 | +3,839 | $375 | $1,217 | +$842 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 6,313 | 20,066 | +13,753 | $327 | $1,135 | +$808 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 3,098 | 8,766 | +5,668 | $376 | $1,177 | +$801 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,100 | 5,907 | +3,807 | $309 | $856 | +$547 |
|---|
ABT
ABBOTT LABS | United States | COM | 1,784 | 5,468 | +3,684 | $203 | $619 | +$416 |
|---|
HD
HOME DEPOT INC | United States | COM | 965 | 2,051 | +1,086 | $391 | $798 | +$407 |
|---|
ABBV
ABBVIE INC | United States | COM | 1,813 | 3,583 | +1,770 | $358 | $637 | +$279 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 1,050 | 1,609 | +559 | $483 | $729 | +$246 |
|---|
AVGO
BROADCOM INC | United States | COM | 3,312 | 3,493 | +181 | $571 | $810 | +$239 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 1,537 | 2,599 | +1,062 | $266 | $436 | +$170 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 589 | 868 | +279 | $291 | $457 | +$166 |
|---|
CACI
CACI INTL INC | United States | CL A | 764 | 1,338 | +574 | $385 | $541 | +$156 |
|---|
MCD
MCDONALDS CORP | United States | COM | 962 | 1,461 | +499 | $293 | $424 | +$131 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 1,889 | 2,201 | +312 | $398 | $528 | +$130 |
|---|
MRK
MERCK & CO INC | United States | COM | 1,824 | 2,879 | +1,055 | $207 | $286 | +$79 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 41,441 | 44,587 | +3,146 | $4,858 | $4,796 | -$62 |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 567 | 570 | +3 | $331 | $277 | -$54 |
|---|
DHR
DANAHER CORPORATION | United States | COM | 1,145 | 1,155 | +10 | $318 | $265 | -$53 |
|---|
WPC
WP CAREY INC | United States | COM | 6,073 | 7,856 | +1,783 | $378 | $428 | +$50 |
|---|
NEE
NEXTERA ENERGY INC | United States | COM | 11,289 | 13,775 | +2,486 | $954 | $988 | +$34 |
|---|
RTX
RTX CORPORATION | United States | COM | 2,432 | 2,808 | +376 | $295 | $325 | +$30 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 393 | 502 | +109 | $230 | $254 | +$24 |
|---|
PEP
PEPSICO INC | United States | COM | 1,895 | 2,274 | +379 | $322 | $346 | +$24 |
|---|
D
DOMINION ENERGY INC | United States | COM | 10,907 | 12,111 | +1,204 | $630 | $652 | +$22 |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 990 | 1,204 | +214 | $235 | $253 | +$18 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,467 | 5,732 | +265 | $246 | $229 | -$17 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 269 | 278 | +9 | $238 | $255 | +$17 |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 2,598 | 2,608 | +10 | $315 | $314 | -$1 |
|---|
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