Campbell Deegan Wealth Management

Campbell Deegan Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Campbell Deegan Wealth Management

Campbell Deegan Wealth Management holds 42 positions in its portfolio as reported in the September 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) 19.1 $21M 188k 113.62
Fidelity Covington Trust Low Volity Etf (FDLO) 18.8 $21M 319k 65.87
Vanguard Index Fds Value Etf (VTV) 17.5 $20M 105k 186.49
J P Morgan Exchange Traded F Hedged Equity La (HELO) 13.4 $15M 231k 65.00
Vanguard Index Fds Growth Etf (VUG) 7.2 $8.1M 17k 479.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.5 $5.0M 87k 57.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $2.3M 3.4k 666.16
Apple (AAPL) 2.0 $2.3M 8.9k 254.64
Microsoft Corporation (MSFT) 2.0 $2.2M 4.3k 517.91
NVIDIA Corporation (NVDA) 1.2 $1.4M 7.4k 186.57
Philip Morris International (PM) 1.2 $1.3M 8.2k 162.20
Alphabet Cap Stk Cl A (GOOGL) 0.6 $688k 2.8k 243.14
Atlantic Union B (AUB) 0.6 $679k 19k 35.29
Intercontinental Exchange (ICE) 0.5 $608k 3.6k 168.47
Exxon Mobil Corporation (XOM) 0.5 $600k 5.3k 112.74
Nextera Energy (NEE) 0.5 $589k 7.8k 75.49
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $580k 4.4k 132.47
Amazon (AMZN) 0.5 $569k 2.6k 219.60
Johnson & Johnson (JNJ) 0.5 $546k 2.9k 185.41
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $472k 1.0k 463.58
Merck & Co (MRK) 0.4 $462k 5.5k 83.93
Altria (MO) 0.4 $446k 6.8k 66.06
Chevron Corporation (CVX) 0.4 $442k 2.8k 155.30
Dominion Resources (D) 0.4 $431k 7.0k 61.17
Thermo Fisher Scientific (TMO) 0.4 $426k 879.00 484.93
Oracle Corporation (ORCL) 0.4 $401k 1.4k 281.29
Bank of America Corporation (BAC) 0.3 $372k 7.2k 51.59
Alphabet Cap Stk Cl C (GOOG) 0.3 $367k 1.5k 243.57
Home Depot (HD) 0.3 $350k 864.00 405.15
Lowe's Companies (LOW) 0.3 $326k 1.3k 251.39
Procter & Gamble Company (PG) 0.3 $317k 2.1k 153.66
Pepsi (PEP) 0.3 $302k 2.2k 140.44
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $279k 1.5k 189.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $277k 2.0k 140.96
Globe Life (GL) 0.2 $272k 1.9k 142.98
JPMorgan Chase & Co. (JPM) 0.2 $260k 824.00 315.54
Boeing Company (BA) 0.2 $257k 1.2k 215.83
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $227k 3.6k 62.90
Meta Platforms Cl A (META) 0.2 $224k 304.00 735.42
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $221k 4.7k 47.50
Eli Lilly & Co. (LLY) 0.2 $216k 283.00 763.45
Wal-Mart Stores (WMT) 0.2 $201k 2.0k 103.08