Campbell Deegan Wealth Management, LLC Top Holdings and 13F Report (2025) About Campbell Deegan Wealth Management, LLCInvestment ActivityCampbell Deegan Wealth Management, LLC has $86.93 million in total holdings as of March 31, 2025.Campbell Deegan Wealth Management, LLC owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.03% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Campbell Deegan Wealth Management, LLC has purchased 43 new stocks and bought additional shares in 20 stocks.Campbell Deegan Wealth Management, LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Fidelity Low Volatility Factor ETF $18,508,966Invesco S&P 500 GARP ETF $17,518,625Vanguard Value ETF $16,966,607J P MORGAN EXCHANGE TRADED F $6,666,733Vanguard Growth ETF $5,951,045 Largest New Holdings this Quarter 244199105 - Deere & Company $251,438 Holding084670702 - Berkshire Hathaway $201,000 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 45,503 shares (about $2.72M)Invesco S&P 500 GARP ETF 11,290 shares (about $1.13M)JPMorgan Equity Premium Income ETF 17,898 shares (about $1.02M)Fidelity Low Volatility Factor ETF 16,641 shares (about $1.01M)Vanguard Value ETF 4,391 shares (about $758.51K) Largest Sales this Quarter Vanguard Growth ETF 337 shares (about $124.97K)Microsoft 330 shares (about $123.87K)PepsiCo 699 shares (about $104.81K)Intercontinental Exchange 600 shares (about $103.49K)Exxon Mobil 449 shares (about $53.40K) 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 PortfolioSectorFDLOFidelity Low Volatility Factor ETF$18,508,966$1,008,776 ▲5.8%305,32821.3%ETFSPGPInvesco S&P 500 GARP ETF$17,518,625$1,127,643 ▲6.9%175,39720.2%ETFVTVVanguard Value ETF$16,966,607$758,505 ▲4.7%98,22019.5%ETFJ P MORGAN EXCHANGE TRADED F$6,666,733$2,715,619 ▲68.7%111,7087.7%HEDGED EQUITY LAVUGVanguard Growth ETF$5,951,045$124,969 ▼-2.1%16,0486.8%ETFJEPIJPMorgan Equity Premium Income ETF$2,314,312$1,022,704 ▲79.2%40,5022.7%ETFAAPLApple$2,071,978$258,775 ▲14.3%9,3282.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,901,541$46,993 ▲2.5%3,3992.2%FinanceMSFTMicrosoft$1,658,393$123,873 ▼-7.0%4,4181.9%Computer and TechnologyPMPhilip Morris International$1,277,094$14,603 ▼-1.1%8,0461.5%Consumer StaplesNVDANVIDIA$904,098$287,638 ▲46.7%8,3421.0%Computer and TechnologyXOMExxon Mobil$637,804$53,398 ▼-7.7%5,3630.7%EnergyAUBAtlantic Union Bankshares$617,1330.0%19,8180.7%FinanceJNJJohnson & Johnson$558,858$46,931 ▼-7.7%3,3700.6%MedicalNEENextEra Energy$553,427$20,487 ▼-3.6%7,8070.6%UtilitiesICEIntercontinental Exchange$520,405$103,495 ▼-16.6%3,0170.6%FinanceBACBank of America$512,428$113,544 ▲28.5%12,2800.6%FinanceMRKMerck & Co., Inc.$494,057$36,713 ▼-6.9%5,5040.6%MedicalCVXChevron$492,479$46,170 ▼-8.6%2,9440.6%EnergyPKWInvesco BuyBack Achievers ETF$490,504$1,239 ▲0.3%4,3540.6%ETFGOOGLAlphabet$453,918$16,084 ▲3.7%2,9350.5%Computer and TechnologyAMZNAmazon.com$453,829$4,757 ▲1.1%2,3850.5%Retail/WholesaleTMOThermo Fisher Scientific$438,284$995 ▲0.2%8810.5%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$426,153$37,787 ▼-8.1%1,0150.5%FinanceMOAltria Group$392,594$4,742 ▲1.2%6,5410.5%Consumer StaplesDDominion Energy$360,477$280 ▲0.1%6,4290.4%UtilitiesPGProcter & Gamble$341,838$25,220 ▼-6.9%2,0060.4%Consumer StaplesPEPPepsiCo$314,280$104,810 ▼-25.0%2,0960.4%Consumer StaplesGOOGAlphabet$305,921$8,437 ▼-2.7%1,9580.4%Computer and TechnologyLOWLowe's Companies$305,880$467 ▲0.2%1,3110.4%Retail/WholesaleGLGlobe Life$290,981$132 ▲0.0%2,2090.3%FinanceFIFiserv$275,8610.0%1,2490.3%Business ServicesVBRVanguard Small-Cap Value ETF$274,219$37,258 ▼-12.0%1,4720.3%ETFDEDeere & Company$251,438$251,438 ▲New Holding5360.3%IndustrialsVYMVanguard High Dividend Yield ETF$250,639$1,676 ▲0.7%1,9440.3%ETFHDHome Depot$248,425$26,015 ▲11.7%6780.3%Retail/WholesaleLLYEli Lilly and Company$233,780$4,130 ▼-1.7%2830.3%MedicalJQUAJPMorgan U.S. Quality Factor ETF$202,964$508 ▲0.3%3,5940.2%ETFJPMJPMorgan Chase & Co.$201,124$17,660 ▼-8.1%8200.2%FinanceBRK.BBerkshire Hathaway$201,000$201,000 ▲New Holding3770.2%FinanceNMRNomura$89,1750.0%14,5000.1%FinanceXLEEnergy Select Sector SPDR Fund$0$643,392 ▼-100.0%00.0%ETFMATXMatson$0$523,816 ▼-100.0%00.0%TransportationORCLOracle$0$232,826 ▼-100.0%00.0%Computer and TechnologyBABoeing$0$201,603 ▼-100.0%00.0%AerospaceShowing 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. 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