Campbell Deegan Wealth Management, LLC Top Holdings and 13F Report (2025) About Campbell Deegan Wealth Management, LLCInvestment ActivityCampbell Deegan Wealth Management, LLC has $101.56 million in total holdings as of June 30, 2025.Campbell Deegan Wealth Management, LLC owns shares of 44 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 10.88% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Campbell Deegan Wealth Management, LLC has purchased 41 new stocks and bought additional shares in 18 stocks.Campbell Deegan Wealth Management, LLC sold shares of 17 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco S&P 500 GARP ETF $19,992,760Fidelity Low Volatility Factor ETF $19,765,250Vanguard Value ETF $17,876,521J P MORGAN EXCHANGE TRADED F $11,939,535Vanguard Growth ETF $7,411,005 Largest New Holdings this Quarter 68389X105 - Oracle $312,032 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $266,031 Holding097023105 - Boeing $260,655 Holding931142103 - Walmart $256,379 Holding30303M102 - Meta Platforms $224,697 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 79,080 shares (about $4.95M)JPMorgan Equity Premium Income ETF 30,852 shares (about $1.75M)Invesco S&P 500 GARP ETF 10,237 shares (about $1.10M)Fidelity Low Volatility Factor ETF 9,405 shares (about $590.63K)Vanguard Value ETF 2,926 shares (about $517.14K) Largest Sales this Quarter Bank of America 4,444 shares (about $210.29K)NVIDIA 915 shares (about $144.57K)Alphabet 452 shares (about $80.19K)Apple 347 shares (about $71.19K)Johnson & Johnson 433 shares (about $66.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCampbell Deegan Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPGPInvesco S&P 500 GARP ETF$19,992,760$1,102,524 ▲5.8%185,63419.7%ETFFDLOFidelity Low Volatility Factor ETF$19,765,250$590,635 ▲3.1%314,73319.5%ETFVTVVanguard Value ETF$17,876,521$517,141 ▲3.0%101,14617.6%ETFJ P MORGAN EXCHANGE TRADED F$11,939,535$4,948,836 ▲70.8%190,78811.8%HEDGED EQUITY LAVUGVanguard Growth ETF$7,411,005$375,701 ▲5.3%16,9057.3%ETFJEPIJPMorgan Equity Premium Income ETF$4,056,492$1,753,944 ▲76.2%71,3544.0%ETFMSFTMicrosoft$2,137,311$60,185 ▼-2.7%4,2972.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,105,637$5,561 ▲0.3%3,4082.1%FinanceAAPLApple$1,842,582$71,192 ▼-3.7%8,9811.8%Computer and TechnologyPMPhilip Morris International$1,466,067$728 ▲0.0%8,0501.4%Consumer StaplesNVDANVIDIA$1,173,453$144,568 ▼-11.0%7,4271.2%Computer and TechnologyICEIntercontinental Exchange$720,825$167,318 ▲30.2%3,9290.7%FinanceAUBAtlantic Union Bankshares$619,9070.0%19,8180.6%FinanceXOMExxon Mobil$575,271$2,911 ▼-0.5%5,3360.6%EnergyAMZNAmazon.com$568,288$44,980 ▲8.6%2,5900.6%Retail/WholesaleNEENextEra Energy$540,810$1,180 ▼-0.2%7,7900.5%UtilitiesPKWInvesco BuyBack Achievers ETF$539,636$1,483 ▲0.3%4,3660.5%ETFGOOGLAlphabet$516,529$705 ▼-0.1%2,9310.5%Computer and TechnologyJNJJohnson & Johnson$448,602$66,137 ▼-12.8%2,9370.4%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$448,103$881 ▲0.2%1,0170.4%FinanceMRKMerck & Co., Inc.$435,871$158 ▲0.0%5,5060.4%MedicalCVXChevron$393,526$28,068 ▼-6.7%2,7480.4%EnergyMOAltria Group$383,931$410 ▲0.1%6,5480.4%Consumer StaplesBACBank of America$370,793$210,286 ▼-36.2%7,8360.4%FinanceDDominion Energy$369,760$6,387 ▲1.8%6,5420.4%UtilitiesTMOThermo Fisher Scientific$354,297$2,838 ▼-0.8%8740.3%MedicalPGProcter & Gamble$318,163$1,434 ▼-0.4%1,9970.3%Consumer StaplesORCLOracle$312,032$312,032 ▲New Holding1,4270.3%Computer and TechnologyLOWLowe's Companies$286,799$3,993 ▼-1.4%1,2930.3%Retail/WholesalePEPPepsiCo$276,474$264 ▼-0.1%2,0940.3%Consumer StaplesGOOGAlphabet$267,175$80,188 ▼-23.1%1,5060.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$266,031$266,031 ▲New Holding1,4640.3%ETFVYMVanguard High Dividend Yield ETF$260,811$1,600 ▲0.6%1,9560.3%ETFBABoeing$260,655$260,655 ▲New Holding1,2440.3%AerospaceWMTWalmart$256,379$256,379 ▲New Holding2,6220.3%Retail/WholesaleJPMJPMorgan Chase & Co.$238,790$1,159 ▲0.5%8240.2%FinanceGLGlobe Life$236,535$38,035 ▼-13.9%1,9030.2%FinanceHDHome Depot$225,300$23,484 ▼-9.4%6140.2%Retail/WholesaleMETAMeta Platforms$224,697$224,697 ▲New Holding3040.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$222,701$64,353 ▼-22.4%1,1420.2%ETFLLYEli Lilly and Company$220,6940.0%2830.2%MedicalJQUAJPMorgan U.S. Quality Factor ETF$216,445$601 ▲0.3%3,6040.2%ETFFIFiserv$215,3750.0%1,2490.2%Business ServicesJVALJPMorgan U.S. Value Factor ETF$205,141$205,141 ▲New Holding4,6380.2%ETFDEDeere & Company$0$251,438 ▼-100.0%00.0%IndustrialsBRK.BBerkshire Hathaway$0$201,000 ▼-100.0%00.0%FinanceNMRNomura$0$89,175 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access Sale