Campbell Deegan Wealth Management

Campbell Deegan Wealth Management as of June 30, 2025

Portfolio Holdings for Campbell Deegan Wealth Management

Campbell Deegan Wealth Management holds 44 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 19.7 $20M 186k 107.70
Fidelity Covington Trust Low Volity Etf (FDLO) 19.5 $20M 315k 62.80
Vanguard Index Fds Value Etf (VTV) 17.6 $18M 101k 176.74
J P Morgan Exchange Traded F Hedged Equity La (HELO) 11.8 $12M 191k 62.58
Vanguard Index Fds Growth Etf (VUG) 7.3 $7.4M 17k 438.39
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.0 $4.1M 71k 56.85
Microsoft Corporation (MSFT) 2.1 $2.1M 4.3k 497.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $2.1M 3.4k 617.85
Apple (AAPL) 1.8 $1.8M 9.0k 205.16
Philip Morris International (PM) 1.4 $1.5M 8.1k 182.12
NVIDIA Corporation (NVDA) 1.2 $1.2M 7.4k 158.00
Intercontinental Exchange (ICE) 0.7 $721k 3.9k 183.46
Atlantic Union B (AUB) 0.6 $620k 20k 31.28
Exxon Mobil Corporation (XOM) 0.6 $575k 5.3k 107.81
Amazon (AMZN) 0.6 $568k 2.6k 219.42
Nextera Energy (NEE) 0.5 $541k 7.8k 69.42
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $540k 4.4k 123.60
Alphabet Cap Stk Cl A (GOOGL) 0.5 $517k 2.9k 176.23
Johnson & Johnson (JNJ) 0.4 $449k 2.9k 152.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $448k 1.0k 440.61
Merck & Co (MRK) 0.4 $436k 5.5k 79.16
Chevron Corporation (CVX) 0.4 $394k 2.7k 143.20
Altria (MO) 0.4 $384k 6.5k 58.63
Bank of America Corporation (BAC) 0.4 $371k 7.8k 47.32
Dominion Resources (D) 0.4 $370k 6.5k 56.52
Thermo Fisher Scientific (TMO) 0.3 $354k 874.00 405.37
Procter & Gamble Company (PG) 0.3 $318k 2.0k 159.32
Oracle Corporation (ORCL) 0.3 $312k 1.4k 218.66
Lowe's Companies (LOW) 0.3 $287k 1.3k 221.81
Pepsi (PEP) 0.3 $277k 2.1k 132.03
Alphabet Cap Stk Cl C (GOOG) 0.3 $267k 1.5k 177.41
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $266k 1.5k 181.72
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $261k 2.0k 133.34
Boeing Company (BA) 0.3 $261k 1.2k 209.53
Wal-Mart Stores (WMT) 0.3 $256k 2.6k 97.78
JPMorgan Chase & Co. (JPM) 0.2 $239k 824.00 289.79
Globe Life (GL) 0.2 $237k 1.9k 124.30
Home Depot (HD) 0.2 $225k 614.00 366.94
Meta Platforms Cl A (META) 0.2 $225k 304.00 739.13
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $223k 1.1k 195.01
Eli Lilly & Co. (LLY) 0.2 $221k 283.00 779.84
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $216k 3.6k 60.06
Fiserv (FI) 0.2 $215k 1.2k 172.44
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $205k 4.6k 44.23