Campbell Deegan Wealth Management
Latest statistics and disclosures from Campbell Deegan Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002059743
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Portfolio Holdings for Campbell Deegan Wealth Management
Campbell Deegan Wealth Management holds 43 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 21.0 | $18M | 289k | 60.59 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 20.7 | $17M | 164k | 104.88 |
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| Vanguard Index Fds Value Etf (VTV) | 19.1 | $16M | 94k | 169.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 8.1 | $6.7M | 16k | 410.44 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 4.9 | $4.1M | 66k | 62.04 |
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| Apple (AAPL) | 2.5 | $2.0M | 8.2k | 250.42 |
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| Microsoft Corporation (MSFT) | 2.4 | $2.0M | 4.7k | 421.46 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.3 | $1.9M | 3.3k | 586.17 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.6 | $1.3M | 23k | 57.53 |
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| Philip Morris International (PM) | 1.2 | $979k | 8.1k | 120.35 |
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| NVIDIA Corporation (NVDA) | 0.9 | $764k | 5.7k | 134.30 |
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| Atlantic Union B (AUB) | 0.9 | $751k | 20k | 37.88 |
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| Select Sector Spdr Tr Energy (XLE) | 0.8 | $643k | 7.5k | 85.66 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $625k | 5.8k | 107.56 |
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| Merck & Co (MRK) | 0.7 | $588k | 5.9k | 99.48 |
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| Nextera Energy (NEE) | 0.7 | $580k | 8.1k | 71.69 |
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| Intercontinental Exchange (ICE) | 0.6 | $539k | 3.6k | 149.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $536k | 2.8k | 189.28 |
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| Johnson & Johnson (JNJ) | 0.6 | $528k | 3.7k | 144.63 |
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| Matson (MATX) | 0.6 | $524k | 3.9k | 134.83 |
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| Amazon (AMZN) | 0.6 | $518k | 2.4k | 219.42 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.6 | $500k | 4.3k | 115.12 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $470k | 1.1k | 425.63 |
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| Chevron Corporation (CVX) | 0.6 | $466k | 3.2k | 144.84 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $457k | 879.00 | 520.10 |
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| Pepsi (PEP) | 0.5 | $425k | 2.8k | 152.09 |
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| Bank of America Corporation (BAC) | 0.5 | $420k | 9.6k | 43.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $383k | 2.0k | 190.45 |
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| Procter & Gamble Company (PG) | 0.4 | $361k | 2.2k | 167.65 |
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| Dominion Resources (D) | 0.4 | $346k | 6.4k | 53.86 |
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| Altria (MO) | 0.4 | $338k | 6.5k | 52.29 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $331k | 1.7k | 198.18 |
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| Lowe's Companies (LOW) | 0.4 | $323k | 1.3k | 246.82 |
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| Fiserv (FI) | 0.3 | $257k | 1.2k | 205.45 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $246k | 1.9k | 127.58 |
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| Globe Life (GL) | 0.3 | $246k | 2.2k | 111.52 |
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| Home Depot (HD) | 0.3 | $236k | 607.00 | 389.23 |
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| Oracle Corporation (ORCL) | 0.3 | $233k | 1.4k | 166.66 |
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| Eli Lilly & Co. (LLY) | 0.3 | $222k | 288.00 | 772.02 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $214k | 892.00 | 239.79 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $205k | 3.6k | 57.27 |
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| Boeing Company (BA) | 0.2 | $202k | 1.1k | 177.00 |
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| Nomura Hldgs Sponsored Adr (NMR) | 0.1 | $84k | 15k | 5.79 |
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Past Filings by Campbell Deegan Wealth Management
SEC 13F filings are viewable for Campbell Deegan Wealth Management going back to 2024
- Campbell Deegan Wealth Management 2024 Q4 filed March 11, 2025