Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMPBELL WEALTH MANAGEMENT | 02-08-2024 | 12-31-2023 | 62 | 842,887,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WP CAREY INC | COM | 51 | $394,000 | 6,073 | 0.05 | 0.19 | -3,360 | -35.62 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 52 | $393,000 | 1,103 | 0.05 | 1,103 | +Inf | 12-31-2023 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 53 | $374,000 | 1,943 | 0.04 | 0.10 | 55 | 2.91 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 54 | $365,000 | 737 | 0.04 | 0.11 | -123 | -14.30 | 12-31-2023 |
