Campbell Wealth Management Top Holdings and 13F Report (2023) → $1,500 to $9,400 in one month? (A.I. Trade List) (From Prosper Trading Academy) (Ad) About Campbell Wealth ManagementInvestment ActivityCampbell Wealth Management has $1.01 million in total holdings as of December 31, 2022.Campbell Wealth Management owns shares of 92 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 24.03% of the portfolio was purchased this quarter.About 13.27% of the portfolio was sold this quarter.This quarter, Campbell Wealth Management has purchased 62 new stocks and bought additional shares in 44 stocks.Campbell Wealth Management sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $302,528iShares Core U.S. Aggregate Bond ETF $119,621Schwab 5-10 Year Corporate Bond ETF $92,702Invesco QQQ $68,137Vanguard Growth ETF $63,187 Largest New Holdings this Quarter iShares Russell 2000 ETF $3,282 HoldingiShares 0-3 Month Treasury Bond ETF $1,643 HoldingMarriott International $931 HoldingMettler-Toledo International $662 HoldingiShares Russell Mid-Cap ETF $440 Holding Largest Purchases this Quarter Schwab 5-10 Year Corporate Bond ETF 1,772,793 shares (about $78.87K)iShares Core U.S. Aggregate Bond ETF 528,748 shares (about $51.79K)Vanguard Short-Term Bond ETF 441,369 shares (about $33.84K)SPDR Dow Jones Industrial Average ETF Trust 67,684 shares (about $26.92K)Schwab US Large-Cap ETF 290,053 shares (about $18.00K) Largest Sales this Quarter iShares TIPS Bond ETF 504,019 shares (about $54.07K)iShares iBonds Dec 2024 Term Treasury ETF 973,089 shares (about $23.30K)Invesco QQQ 20,133 shares (about $8.94K)Vanguard Growth ETF 24,432 shares (about $8.41K)Industrial Select Sector SPDR Fund 50,506 shares (about $6.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCampbell Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$302,528$18,001 ▲6.3%4,874,76130.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$119,621$51,786 ▲76.3%1,221,36811.9%FinanceSCHISchwab 5-10 Year Corporate Bond ETF$92,702$78,872 ▲570.3%2,083,6519.2%ETFQQQInvesco QQQ$68,137$8,939 ▼-11.6%153,4586.8%FinanceVUGVanguard Growth ETF$63,187$8,409 ▼-11.7%183,5776.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$59,807$26,922 ▲81.9%150,3605.9%FinanceXLIIndustrial Select Sector SPDR Fund$37,352$6,362 ▼-14.6%296,5393.7%ETFBSVVanguard Short-Term Bond ETF$34,755$33,840 ▲3,696.6%453,3093.5%ETFXLFFinancial Select Sector SPDR Fund$30,098$1,415 ▲4.9%714,5743.0%ETFIVViShares Core S&P 500 ETF$26,732$471 ▲1.8%50,8472.7%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$24,436$2,715 ▲12.5%1,165,2782.4%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$22,719$2,657 ▲13.2%1,112,0212.3%ETFSCHMSchwab U.S. Mid-Cap ETF$22,120$869 ▲4.1%271,6482.2%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$19,802$23,295 ▼-54.1%827,1632.0%ManufacturingIWViShares Russell 3000 ETF$17,490$6,129 ▼-26.0%58,2861.7%ETFIWBiShares Russell 1000 ETF$11,482$77 ▲0.7%39,8621.1%ETFXOMExxon Mobil$5,200$110 ▲2.2%44,7380.5%Oils/EnergyMSFTMicrosoft$3,760$1,179 ▲45.7%8,9370.4%Computer and TechnologyIWMiShares Russell 2000 ETF$3,282$3,282 ▲New Holding15,6060.3%FinanceAAPLApple$3,132$356 ▲12.8%18,2620.3%Computer and TechnologySCHASchwab US Small-Cap ETF$2,623$962 ▲57.9%53,2720.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,959$1,558 ▲388.9%32,2600.2%ETFLLYEli Lilly and Company$1,915$66 ▼-3.3%2,4620.2%MedicalSPYSPDR S&P 500 ETF Trust$1,801$2,188 ▼-54.9%3,4430.2%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,643$1,643 ▲New Holding16,3170.2%ETFAMZNAmazon.com$1,264$889 ▲236.9%7,0080.1%Retail/WholesaleBMYBristol-Myers Squibb$1,080$738 ▲215.6%19,9210.1%MedicalIBMInternational Business Machines$954$630 ▲194.1%4,9940.1%Computer and TechnologyMARMarriott International$931$931 ▲New Holding3,6900.1%Consumer DiscretionaryHDHome Depot$805$362 ▲81.6%2,0980.1%Retail/WholesaleCVXChevron$793$312 ▲64.8%5,0270.1%Oils/EnergyIWFiShares Russell 1000 Growth ETF$791$325 ▲69.6%2,3470.1%ETFABBVAbbVie$713$32 ▲4.7%3,9180.1%MedicalBRK.BBerkshire Hathaway$701$237 ▲51.0%1,6660.1%FinanceNVDANVIDIA$689$23 ▲3.4%7620.1%Computer and TechnologyNEENextEra Energy$685$152 ▲28.5%10,7140.1%UtilitiesMTDMettler-Toledo International$662$662 ▲New Holding4970.1%Computer and TechnologyDDominion Energy$644$183 ▲39.6%13,1010.1%UtilitiesABTAbbott Laboratories$620$101 ▲19.4%5,4510.1%MedicalMGKVanguard Mega Cap Growth ETF$552$62 ▲12.6%1,9270.1%ETFVTIVanguard Total Stock Market ETF$5190.0%1,9970.1%ETFPGProcter & Gamble$514$192 ▲59.5%3,1700.1%Consumer StaplesTXNTexas Instruments$493$32 ▲7.0%2,8290.0%Computer and TechnologyMCDMcDonald's$471$188 ▲66.3%1,6700.0%Retail/WholesaleWPCW. P. Carey$443$101 ▲29.4%7,8560.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$440$175 ▲65.7%2,3950.0%FinanceIWRiShares Russell Mid-Cap ETF$440$440 ▲New Holding5,2370.0%ETFXLKTechnology Select Sector SPDR Fund$426$21 ▲5.2%2,0440.0%ETFJPMJPMorgan Chase & Co.$415$28 ▲7.3%2,0700.0%FinanceVGTVanguard Information Technology ETF$403$403 ▲New Holding7680.0%ETFSKYYFirst Trust Cloud Computing ETF$395$130 ▲48.9%4,1310.0%ManufacturingSPLGSPDR Portfolio S&P 500 ETF$3930.0%6,3840.0%ETFPEPPepsiCo$392$60 ▲18.0%2,2370.0%Consumer StaplesFBTFirst Trust NYSE Arca Biotechnology Index Fund$389$158 ▲68.3%2,5290.0%ETFMRKMerck & Co., Inc.$381$131 ▲52.7%2,8900.0%MedicalSTIPiShares 0-5 Year TIPS Bond ETF$367$2,893 ▼-88.7%3,6880.0%ETFORCLOracle$358$358 ▲New Holding2,8530.0%Computer and TechnologyEQALInvesco Russell 1000 Equal Weight ETF$355$355 ▲New Holding7,6870.0%ETFSAICScience Applications International$345$345 ▲New Holding2,6490.0%Computer and TechnologyUNPUnion Pacific$336$336 ▲New Holding1,3660.0%TransportationCACICACI International$3340.0%8810.0%Computer and TechnologyEDConsolidated Edison$315$315 ▲New Holding3,4690.0%UtilitiesETNEaton$293$293 ▲New Holding9370.0%Industrial ProductsGEGeneral Electric$285$285 ▲New Holding1,6260.0%TransportationIWDiShares Russell 1000 Value ETF$282$282 ▲New Holding1,5770.0%ETFMAMastercard$282$282 ▲New Holding5860.0%Business ServicesVBVanguard Small-Cap ETF$277$20 ▲7.6%1,2130.0%ETFSPGIS&P Global$272$272 ▲New Holding6400.0%Business ServicesLMTLockheed Martin$262$6 ▼-2.2%5760.0%AerospaceGOOGAlphabet$260$260 ▲New Holding1,7100.0%Computer and TechnologyLHXL3Harris Technologies$255$44 ▲20.7%1,1950.0%AerospaceMMM3M$254$254 ▲New Holding2,3940.0%Multi-Sector ConglomeratesVVisa$253$253 ▲New Holding9050.0%Financial ServicesWMTWalmart$251$251 ▲New Holding4,1660.0%Retail/WholesaleNFLXNetflix$251$251 ▲New Holding4140.0%Consumer DiscretionaryRTXRTX$250$250 ▲New Holding2,5610.0%AerospaceJNJJohnson & Johnson$249$249 ▲New Holding1,5730.0%MedicalPMPhilip Morris International$239$1 ▲0.4%2,6080.0%Consumer StaplesKLACKLA$236$236 ▲New Holding3370.0%Computer and TechnologySOSouthern$235$235 ▲New Holding3,2780.0%UtilitiesAMGNAmgen$233$233 ▲New Holding8180.0%MedicalSBUXStarbucks$232$22 ▲10.6%2,5440.0%Retail/WholesaleACNAccenture$229$229 ▲New Holding6610.0%Business ServicesPPGPPG Industries$229$229 ▲New Holding1,5800.0%Basic MaterialsMATXMatson$224$224 ▲New Holding1,9960.0%TransportationTAT&T$224$224 ▲New Holding12,7100.0%Computer and TechnologyROKRockwell Automation$223$223 ▲New Holding7660.0%Industrial ProductsTIPiShares TIPS Bond ETF$215$54,074 ▼-99.6%2,0040.0%ETFCSCOCisco Systems$211$211 ▲New Holding4,2300.0%Computer and TechnologyELVElevance Health$207$207 ▲New Holding4000.0%MedicalCRMSalesforce$202$202 ▲New Holding6710.0%Computer and TechnologyTLSTelos$1900.0%45,7040.0%Computer and TechnologyINVESCO EXCH TRADED FD TR II$0$20,200 ▼-100.0%00.0%EQUAL WEGT 0-30VTIPVanguard Short-Term Inflation-Protected Securities ETF$0$484 ▼-100.0%00.0%ManufacturingIYYiShares Dow Jones U.S. ETF$0$320 ▼-100.0%00.0%ETFISTBiShares Core 1-5 Year USD Bond ETF$0$228 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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