Campbell Deegan Wealth Management

Campbell Deegan Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Campbell Deegan Wealth Management

Campbell Deegan Wealth Management holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Covington Trust Low Volity Etf (FDLO) 17.8 $22M 330k 66.75
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 17.8 $22M 194k 113.86
Vanguard Index Fds Value Etf (VTV) 16.7 $21M 108k 190.99
J P Morgan Exchange Traded F Hedged Equity La (HELO) 13.6 $17M 254k 66.43
Vanguard Index Fds Growth Etf (VUG) 6.5 $8.1M 17k 487.85
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.5 $5.6M 98k 57.24
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 2.8 $3.5M 81k 43.26
Apple (AAPL) 1.9 $2.3M 8.6k 271.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $2.3M 3.4k 681.96
Sherwin-Williams Company (SHW) 1.7 $2.1M 6.4k 324.03
Microsoft Corporation (MSFT) 1.7 $2.1M 4.3k 483.61
NVIDIA Corporation (NVDA) 1.1 $1.4M 7.6k 186.51
Philip Morris International (PM) 1.1 $1.3M 8.3k 160.39
Alphabet Cap Stk Cl A (GOOGL) 0.8 $936k 3.0k 312.98
Merck & Co (MRK) 0.6 $719k 6.8k 105.26
Atlantic Union B (AUB) 0.5 $680k 19k 35.30
Exxon Mobil Corporation (XOM) 0.5 $648k 5.4k 120.33
Amazon (AMZN) 0.5 $628k 2.7k 230.85
Nextera Energy (NEE) 0.5 $627k 7.8k 80.28
Johnson & Johnson (JNJ) 0.5 $619k 3.0k 206.95
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $589k 4.4k 134.31
Thermo Fisher Scientific (TMO) 0.4 $514k 887.00 579.36
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.4 $491k 1.0k 480.43
Alphabet Cap Stk Cl C (GOOG) 0.4 $473k 1.5k 313.83
Intercontinental Exchange (ICE) 0.4 $468k 2.9k 161.95
Chevron Corporation (CVX) 0.4 $434k 2.8k 152.42
Dominion Resources (D) 0.3 $409k 7.0k 58.59
Bank of America Corporation (BAC) 0.3 $402k 7.3k 55.00
Altria (MO) 0.3 $391k 6.8k 57.66
Eli Lilly & Co. (LLY) 0.3 $318k 296.00 1075.45
Lowe's Companies (LOW) 0.3 $315k 1.3k 241.19
Pepsi (PEP) 0.2 $306k 2.1k 143.50
Home Depot (HD) 0.2 $302k 879.00 343.94
Procter & Gamble Company (PG) 0.2 $297k 2.1k 143.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $284k 2.0k 143.53
Oracle Corporation (ORCL) 0.2 $280k 1.4k 194.94
JPMorgan Chase & Co. (JPM) 0.2 $269k 834.00 322.20
Globe Life (GL) 0.2 $266k 1.9k 139.87
Boeing Company (BA) 0.2 $260k 1.2k 217.12
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $245k 1.1k 219.79
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $230k 4.7k 49.08
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $229k 3.6k 63.18
Broadcom (AVGO) 0.2 $220k 635.00 346.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $219k 1.1k 191.51
Meta Platforms Cl A (META) 0.2 $214k 324.00 660.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $204k 406.00 503.16