CAMPBELL WEALTH MANAGEMENT

ALEXANDRIA, VA How do I update this listing?

Campbell Wealth Management is based out of Alexandria. Their last reported 13F filing for Q4 2018 included $324,010,000 in managed 13F securities and a top 10 holdings concentration of 87.88%. Campbell Wealth Management's largest holding is Schwab U.S. Large-Cap ETF with shares held of 1,298,871. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.18%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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