- New Purchases: LHX, SO, ZBH, SAIC, IHI, MGK,
- Added Positions: AGG, SCHX, BND, IGIB, VUG, QQQ, IWB, IWV, DIA, ISTB, SCHM, XLF, VTI, SPY, XLY, XLK, T, VIG, TXN, MRK,
- Reduced Positions: FSKR, BMY, D, NEE, LMT, MA, VHT, MMM, SCHA, ICVT, VZ, MCD, MAR, XOM, CVX, BRK.B, AMZN,
- Sold Out: VGT,
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- CSIM Schwab U.S. Large-Cap ETF (SCHX) - 2,013,074 shares, 26.71% of the total portfolio. Shares added by 3.28%
- BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 1,009,727 shares, 17.41% of the total portfolio. Shares added by 5.87%
- Vanguard Total Bond Market ETF (BND) - 687,281 shares, 8.84% of the total portfolio. Shares added by 7.43%
- Vanguard Growth ETF (VUG) - 214,984 shares, 7.95% of the total portfolio. Shares added by 2.14%
- iShares Intermediate Credit Bond ETF (IGIB) - 783,367 shares, 7.06% of the total portfolio. Shares added by 5.70%
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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