Campbell Deegan Wealth Management

Campbell Deegan Wealth Management as of March 31, 2026

Portfolio Holdings for Campbell Deegan Wealth Management

Campbell Deegan Wealth Management holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 16.9 $21M 109k 196.20
Fidelity Covington Trust Low Volity Etf (FDLO) 16.9 $21M 331k 64.59
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 16.5 $21M 194k 107.62
J P Morgan Exchange Traded F Hedged Equity La (HELO) 13.4 $17M 265k 63.91
Vanguard Index Fds Growth Etf (VUG) 5.6 $7.1M 16k 436.79
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 5.1 $6.4M 151k 42.51
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 5.0 $6.3M 9.7k 650.43
J P Morgan Exchange Traded F Equity Premium (JEPI) 4.6 $5.9M 103k 56.68
Apple (AAPL) 1.7 $2.2M 8.5k 253.80
Microsoft Corporation (MSFT) 1.3 $1.6M 4.4k 370.19
Philip Morris International (PM) 1.1 $1.4M 8.3k 165.35
Exxon Mobil Corporation (XOM) 0.7 $905k 5.3k 169.65
Alphabet Cap Stk Cl A (GOOGL) 0.7 $868k 3.0k 287.57
Johnson & Johnson (JNJ) 0.6 $732k 3.0k 244.43
Atlantic Union B (AUB) 0.5 $688k 19k 35.74
Nextera Energy (NEE) 0.5 $677k 7.3k 92.88
Amazon (AMZN) 0.5 $589k 2.8k 208.29
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $576k 4.4k 131.25
Chevron Corporation (CVX) 0.4 $563k 2.7k 206.94
Merck & Co (MRK) 0.4 $556k 4.6k 120.30
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.4 $474k 1.0k 463.41
Alphabet Cap Stk Cl C (GOOG) 0.4 $463k 1.6k 286.89
Intercontinental Exchange (ICE) 0.4 $460k 2.9k 157.27
Altria (MO) 0.4 $452k 6.8k 65.99
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $441k 2.3k 191.90
Thermo Fisher Scientific (TMO) 0.3 $436k 887.00 491.46
Dominion Resources (D) 0.3 $428k 6.9k 61.82
Sherwin-Williams Company Put Option (SHW) 0.3 $369k 9.7k 38.00
Bank of America Corporation (BAC) 0.3 $367k 7.5k 48.75
Eli Lilly & Co. (LLY) 0.3 $342k 371.00 920.42
Lowe's Companies (LOW) 0.2 $312k 1.3k 236.20
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $295k 2.0k 148.08
Pepsi (PEP) 0.2 $292k 1.9k 155.30
Procter & Gamble Company (PG) 0.2 $290k 2.0k 144.47
Globe Life (GL) 0.2 $265k 1.9k 139.18
JPMorgan Chase & Co. (JPM) 0.2 $256k 869.00 294.16
NVIDIA Corporation Put Option (NVDA) 0.2 $249k 12k 20.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $244k 760.00 320.78
Boeing Company (BA) 0.2 $241k 1.2k 199.03
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $240k 1.1k 215.14
Colgate-Palmolive Company (CL) 0.2 $238k 2.8k 85.24
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.2 $230k 4.7k 48.86
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $223k 3.6k 61.32
Wal-Mart Stores (WMT) 0.2 $219k 1.8k 124.28
Oracle Corporation (ORCL) 0.2 $215k 1.5k 147.14
Broadcom (AVGO) 0.2 $211k 681.00 309.61
Spdr Series Trust State Street Spd (SDY) 0.2 $205k 1.4k 145.89
Cisco Systems (CSCO) 0.2 $202k 2.6k 77.59
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $178k 11k 16.97