Campbell Wealth Management Buys L3Harris Technologies Inc, Southern Co, Zimmer Biomet Holdings Inc, Sells FS KKR Capital Corp II, Vanguard Information Technology ETF

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Investment company Campbell Wealth Management (Current Portfolio) buys L3Harris Technologies Inc, Southern Co, Zimmer Biomet Holdings Inc, Science Applications International Corp, BTC iShares U.S. Medical Devices ETF, sells FS KKR Capital Corp II, Vanguard Information Technology ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Campbell Wealth Management. As of 2020Q4, Campbell Wealth Management owns 65 stocks with a total value of $686 million. These are the details of the buys and sells.

For the details of Campbell Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/campbell+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Campbell Wealth Management
  1. CSIM Schwab U.S. Large-Cap ETF (SCHX) - 2,013,074 shares, 26.71% of the total portfolio. Shares added by 3.28%
  2. BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 1,009,727 shares, 17.41% of the total portfolio. Shares added by 5.87%
  3. Vanguard Total Bond Market ETF (BND) - 687,281 shares, 8.84% of the total portfolio. Shares added by 7.43%
  4. Vanguard Growth ETF (VUG) - 214,984 shares, 7.95% of the total portfolio. Shares added by 2.14%
  5. iShares Intermediate Credit Bond ETF (IGIB) - 783,367 shares, 7.06% of the total portfolio. Shares added by 5.70%
New Purchase: Southern Co (SO)

Campbell Wealth Management initiated holding in Southern Co. The purchase prices were between $56.26 and $64.17, with an estimated average price of $60.21. The stock is now traded at around $61.060000. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,343 shares as of 2020-12-31.

New Purchase: Science Applications International Corp (SAIC)

Campbell Wealth Management initiated holding in Science Applications International Corp. The purchase prices were between $73.32 and $99.65, with an estimated average price of $88.3. The stock is now traded at around $100.120000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,434 shares as of 2020-12-31.

New Purchase: BTC iShares U.S. Medical Devices ETF (IHI)

Campbell Wealth Management initiated holding in BTC iShares U.S. Medical Devices ETF. The purchase prices were between $295.06 and $327.3, with an estimated average price of $313.55. The stock is now traded at around $335.780000. The impact to a portfolio due to this purchase was 0.03%. The holding were 665 shares as of 2020-12-31.

New Purchase: L3Harris Technologies Inc (LHX)

Campbell Wealth Management initiated holding in L3Harris Technologies Inc. The purchase prices were between $161.11 and $200, with an estimated average price of $183.34. The stock is now traded at around $190.100000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,159 shares as of 2020-12-31.

New Purchase: Zimmer Biomet Holdings Inc (ZBH)

Campbell Wealth Management initiated holding in Zimmer Biomet Holdings Inc. The purchase prices were between $132.1 and $155.95, with an estimated average price of $145.72. The stock is now traded at around $159.930000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,411 shares as of 2020-12-31.

New Purchase: Vanguard Mega Cap Growth ETF (MGK)

Campbell Wealth Management initiated holding in Vanguard Mega Cap Growth ETF. The purchase prices were between $179.05 and $203.91, with an estimated average price of $193.79. The stock is now traded at around $201.930000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,115 shares as of 2020-12-31.

Sold Out: Vanguard Information Technology ETF (VGT)

Campbell Wealth Management sold out a holding in Vanguard Information Technology ETF. The sale prices were between $297.99 and $355.36, with an estimated average price of $329.66.



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