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Campbell Wealth Management

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200193064
SEC advisor number
801-71121
FINRA CRD number
152956
AUM ?
$748.6M (as of 6 Aug 21)
Accounts
1,750 (as of 6 Aug 21)
Employees
27 (9 investment advisory or research)
Address
Campbell Wealth Management
330 JOHN CARLYLE STREET
SUITE 400
ALEXANDRIA
VA 22314
Phone
7035355300

Investment data

Data from SEC filings
32 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$75.08M 1.47M 1.43M +3.1
$29.46M 301.15K 293.27K +2.7
$24.68M 72.96K 71.14K +2.6
$22.22M 592.14K 576.76K +2.7
$1.13M 2.63K 2.54K +3.6
$1.05M 17.92K 20.51K -12.6
$828K 11.34K 11.34K 0
$697K 8.87K 8.82K +0.6
$688K 6.89K 5.9K +16.9
$388K 2.21K 2.19K +1.3
$376K 2.52K 2.52K 0
$375K 2.09K 2.09K 0
$359K 3.41K 3.38K +0.7
$350K 2.14K 2.11K +1.6
$329K 947 947 0
$322K 6.38K 6.38K 0
$309K 3.55K 3.55K 0
$267K 3.65K NEW
$266K 2.47K 2.47K -0.2
$257K 9.5K 9.47K +0.3
$256K 10.68K 10.68K 0
$255K 750 750 0
$252K 1.13K NEW
$247K 4.58K NEW
$242K 3.42K NEW
$234K 384 384 0
$232K 726 726 0
$219K 2.92K 2.92K -0.2
$204K 3.01K NEW
$203K 76 NEW
$201K 1.37K NEW
$44K 15K NEW
2.15M EXIT
771.5K EXIT
146.61K EXIT
208.66K EXIT
547.91K EXIT
677.17K EXIT
53.44K EXIT
72.84K EXIT
204.18K EXIT
24.76K EXIT
8.57K EXIT
6.04K EXIT
22.35K EXIT
572 EXIT
221 EXIT
5.69K EXIT
5.5K EXIT
3.86K EXIT
2.66K EXIT
1.8K EXIT
3.1K EXIT
1.18K EXIT
1.5K EXIT
1.13K EXIT
3.61K EXIT
1.46K EXIT
883 EXIT
1.37K EXIT
1.1K EXIT
1.69K EXIT
1.36K EXIT
1.69K EXIT
2.71K EXIT
2.71K EXIT
1.68K EXIT
3.44K EXIT
961 EXIT
996 EXIT
5.82K EXIT
Vanguard Specialized Funds
1.44K EXIT
1.3K EXIT
2.43K EXIT
3.43K EXIT
406 EXIT
6.67K EXIT
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings