Campbell Wealth Management quarter change: USA Stocks, New
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).
- MAR: Country of operation United States; Class CL A; Shares 2024-09-30 0; Shares 2024-12-31 4,224.
- MTD: Country of operation —; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 497.
- SAIC: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 5,026.
- ORCL: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 2,858.
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 |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 0 | 4,224 | +4,224 | $0 | $1,178 | +$1,178 |
|---|
MTD
METTLER TOLEDO INTERNATIONAL | | COM | 0 | 497 | +497 | $0 | $608 | +$608 |
|---|
SAIC
SCIENCE APPLICATIONS INTL CO | United States | COM | 0 | 5,026 | +5,026 | $0 | $562 | +$562 |
|---|
ORCL
ORACLE CORP | United States | COM | 0 | 2,858 | +2,858 | $0 | $476 | +$476 |
|---|
NFLX
NETFLIX INC | United States | COM | 0 | 505 | +505 | $0 | $450 | +$450 |
|---|
TSLA
TESLA INC | United States | COM | 0 | 921 | +921 | $0 | $372 | +$372 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 0 | 1,929 | +1,929 | $0 | $367 | +$367 |
|---|
WMT
WALMART INC | United States | COM | 0 | 3,977 | +3,977 | $0 | $359 | +$359 |
|---|
ETN
EATON CORP PLC | | SHS | 0 | 973 | +973 | $0 | $323 | +$323 |
|---|
UNP
UNION PAC CORP | United States | COM | 0 | 1,402 | +1,402 | $0 | $320 | +$320 |
|---|
MMM
3M CO | United States | COM | 0 | 2,438 | +2,438 | $0 | $315 | +$315 |
|---|
SPGI
S&P GLOBAL INC | United States | COM | 0 | 630 | +630 | $0 | $314 | +$314 |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 0 | 3,479 | +3,479 | $0 | $310 | +$310 |
|---|
T
AT&T INC | United States | COM | 0 | 12,723 | +12,723 | $0 | $290 | +$290 |
|---|
V
VISA INC | United States | COM CL A | 0 | 861 | +861 | $0 | $272 | +$272 |
|---|
MATX
MATSON INC | United States | COM | 0 | 1,996 | +1,996 | $0 | $269 | +$269 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 0 | 1,567 | +1,567 | $0 | $261 | +$261 |
|---|
CRM
SALESFORCE INC | United States | COM | 0 | 771 | +771 | $0 | $258 | +$258 |
|---|
LOW
LOWES COS INC | United States | COM | 0 | 937 | +937 | $0 | $231 | +$231 |
|---|
SO
SOUTHERN CO | United States | COM | 0 | 2,688 | +2,688 | $0 | $221 | +$221 |
|---|
AMGN
AMGEN INC | United States | COM | 0 | 839 | +839 | $0 | $219 | +$219 |
|---|
NOW
SERVICENOW INC | United States | COM | 0 | 206 | +206 | $0 | $218 | +$218 |
|---|
KLAC
KLA CORP | United States | COM NEW | 0 | 339 | +339 | $0 | $213 | +$213 |
|---|
PANW
PALO ALTO NETWORKS INC | United States | COM | 0 | 1,158 | +1,158 | $0 | $211 | +$211 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 0 | 1,089 | +1,089 | $0 | $206 | +$206 |
|---|
META
META PLATFORMS INC | United States | CL A | 0 | 347 | +347 | $0 | $203 | +$203 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 0 | 711 | +711 | $0 | $203 | +$203 |
|---|
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