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The Analysis of Campbell Deegan Wealth Management, LLC's Holdings & P&L

Currently, Campbell Deegan Wealth Management, LLC holds 52 types of securities in its portfolio with a total value $140.7M. In the most recent quarter, they have increased their positions in VUG (+87.4K shares, valued at $7.5M), UJAN (+27.9K shares, valued at $1.3M), HELO (+12.1K shares, valued at $815.4K); decreased their positions in GOOG (-423 shares, valued at $149.4K), PM (-716 shares, valued at $129.5K), SHW (-349 shares, valued at $120.2K); initiated new positions in UJUL (+18.4K shares, valued at $748.7K), SNDK (+200 shares, valued at $454.7K), WDC (+679 shares, valued at $433.7K).

1M P&L

-367.4K-0.26%

3M P&L

+6.8M+5.10%

HY P&L

-27.6M-16.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A116.8M

86.7%

2Consumer Electronics2.3M

1.7%

3Tobacco1.9M

1.4%

Top Industries by Stock Count

1N/A16 stocks

38.1%

2Banks - Diversified3 stocks

7.1%

3Drug Manufacturers - General3 stocks

7.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPGP INVESCO EXCHANGE TRADED FD T197.7K shares2.13%2026-06-302026-08-04

VTV VANGUARD INDEX FDS109.1K shares0.15%2026-06-302026-08-04

FDLO FIDELITY COVINGTON TRUST337.4K shares1.97%2026-06-302026-08-04

HELO J P MORGAN EXCHANGE TRADED F277.0K shares4.55%2026-06-302026-08-04

VUG VANGUARD INDEX FDS103.7K shares536.89%2026-06-302026-08-04

UJAN INNOVATOR ETFS TRUST178.4K shares18.56%2026-06-302026-08-04

JEPI J P MORGAN EXCHANGE TRADED F112.6K shares8.86%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.3K shares-0.24%2026-06-302026-08-04

Sponsored

AAPL APPLE INC8.1K shares-4.78%2026-06-302026-08-04

MSFT MICROSOFT CORP4.7K shares7.46%2026-06-302026-08-04

NVDA NVIDIA CORPORATION8.0K shares1.51%2026-06-302026-08-04

SHW SHERWIN WILLIAMS CO4.6K shares-7.11%2026-06-302026-08-04

PM PHILIP MORRIS INTL INC7.6K shares-8.65%2026-06-302026-08-04

GOOGL ALPHABET INC3.0K shares-1.39%2026-06-302026-08-04

AUB ATLANTIC UN BANKSHARES CORP18.2K shares-5.54%2026-06-302026-08-04

JNJ JOHNSON & JOHNSON3.0K shares-0.33%2026-06-302026-08-04

Sponsored

UJUL INNOVATOR ETFS TRUST18.4K sharesnew addition2026-06-302026-08-04

EXXON MOBIL CORP EXXON MOBIL CORP5.3K shares-1.41%2026-06-302026-08-04

AMZN AMAZON COM INC2.9K shares1.38%2026-06-302026-08-04

NEXTERA ENERGY INC NEXTERA ENERGY INC7.6K shares4.44%2026-06-302026-08-04

PKW INVESCO EXCHANGE TRADED FD T4.4K shares0.09%2026-06-302026-08-04

MRK MERCK & CO INC4.3K shares-6.36%2026-06-302026-08-04

DIA STATE STR SPDR DOW JONES IND1.0K shares0.20%2026-06-302026-08-04

MO ALTRIA GROUP INC6.9K shares0.20%2026-06-302026-08-04

Sponsored

RSP INVESCO EXCHANGE TRADED FD T2.3K shares0.17%2026-06-302026-08-04

DOMINION ENERGY INC DOMINION ENERGY INC6.9K shares0.25%2026-06-302026-08-04

SNDK SANDISK CORP200 sharesnew addition2026-06-302026-08-04

LLY ELI LILLY & CO374 shares0.81%2026-06-302026-08-04

TMO THERMO FISHER SCIENTIFIC INC882 shares-0.56%2026-06-302026-08-04

WDC WESTERN DIGITAL CORP679 sharesnew addition2026-06-302026-08-04

BAC BANK OF AMER CORP7.5K shares-0.48%2026-06-302026-08-04

GOOG ALPHABET INC1.2K shares-26.24%2026-06-302026-08-04

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares-0.65%2026-06-302026-08-04

CVX CHEVRON CORPORATION2.1K shares-24.04%2026-06-302026-08-04

GL GLOBE LIFE INC1.9K shares0.00%2026-06-302026-08-04

VYM VANGUARD WHITEHALL FDS2.0K shares0.60%2026-06-302026-08-04

CISCO SYS INC CISCO SYS INC2.6K shares0.19%2026-06-302026-08-04

JPMORGAN CHASE & CO JPMORGAN CHASE & CO897 shares3.22%2026-06-302026-08-04

LOW LOWES COS INC1.3K shares-1.67%2026-06-302026-08-04

VANGUARD INDEX FDS VANGUARD INDEX FDS762 shares0.26%2026-06-302026-08-04

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F4.7K shares0.36%2026-06-302026-08-04

BROADCOM INC BROADCOM INC719 shares5.58%2026-06-302026-08-04

JQUA J P MORGAN EXCHANGE TRADED F3.6K shares0.25%2026-06-302026-08-04

BA BOEING CO1.2K shares0.33%2026-06-302026-08-04

VIG VANGUARD SPECIALIZED FUNDS1.1K shares-5.82%2026-06-302026-08-04

NXP SEMICONDUCTORS N V NXP SEMICONDUCTORS N V814 sharesnew addition2026-06-302026-08-04

ORACLE CORP ORACLE CORP1.5K shares1.64%2026-06-302026-08-04

SDY SPDR SERIES TRUST1.4K shares0.07%2026-06-302026-08-04

Sponsored

PEP PEPSICO INC1.6K shares-17.04%2026-06-302026-08-04

MUFG MITSUBISHI UFJ FINANCIAL GRO10.5K shares0.00%2026-06-302026-08-04

PG PROCTER & GAMBLE CO1.4K shares-30.55%2026-06-302026-08-04

UBS UBS GROUP AG4.1K sharesnew addition2026-06-302026-08-04

SPGP

INVESCO EXCHANGE TRADED FD T

2.13%

Shares197.7K

Event2026-06-30

Filed2026-08-04

VTV

VANGUARD INDEX FDS

0.15%

Shares109.1K

Event2026-06-30

Filed2026-08-04

FDLO

FIDELITY COVINGTON TRUST

1.97%

Shares337.4K

Event2026-06-30

Filed2026-08-04

HELO

J P MORGAN EXCHANGE TRADED F

4.55%

Shares277.0K

Event2026-06-30

Filed2026-08-04

VUG

VANGUARD INDEX FDS

536.89%

Shares103.7K

Event2026-06-30

Filed2026-08-04

UJAN

INNOVATOR ETFS TRUST

18.56%

Shares178.4K

Event2026-06-30

Filed2026-08-04

JEPI

J P MORGAN EXCHANGE TRADED F

8.86%

Shares112.6K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T

-0.24%

Shares3.3K

Event2026-06-30

Filed2026-08-04

AAPL

APPLE INC

-4.78%

Shares8.1K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT CORP

7.46%

Shares4.7K

Event2026-06-30

Filed2026-08-04

NVDA

NVIDIA CORPORATION

1.51%

Shares8.0K

Event2026-06-30

Filed2026-08-04

SHW

SHERWIN WILLIAMS CO

-7.11%

Shares4.6K

Event2026-06-30

Filed2026-08-04

PHILIP MORRIS INTL INC

-8.65%

Shares7.6K

Event2026-06-30

Filed2026-08-04

GOOGL

ALPHABET INC

-1.39%

Shares3.0K

Event2026-06-30

Filed2026-08-04

AUB

ATLANTIC UN BANKSHARES CORP

-5.54%

Shares18.2K

Event2026-06-30

Filed2026-08-04

JNJ

JOHNSON & JOHNSON

-0.33%

Shares3.0K

Event2026-06-30

Filed2026-08-04

UJUL

INNOVATOR ETFS TRUST

New

Shares18.4K

Event2026-06-30

Filed2026-08-04

EXXON MOBIL CORP

-1.41%

Shares5.3K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON COM INC

1.38%

Shares2.9K

Event2026-06-30

Filed2026-08-04

NEXTERA ENERGY INC

4.44%

Shares7.6K

Event2026-06-30

Filed2026-08-04

PKW

INVESCO EXCHANGE TRADED FD T

0.09%

Shares4.4K

Event2026-06-30

Filed2026-08-04

MRK

MERCK & CO INC

-6.36%

Shares4.3K

Event2026-06-30

Filed2026-08-04

DIA

STATE STR SPDR DOW JONES IND

0.20%

Shares1.0K

Event2026-06-30

Filed2026-08-04

ALTRIA GROUP INC

0.20%

Shares6.9K

Event2026-06-30

Filed2026-08-04

RSP

INVESCO EXCHANGE TRADED FD T

0.17%

Shares2.3K

Event2026-06-30

Filed2026-08-04

DOMINION ENERGY INC

0.25%

Shares6.9K

Event2026-06-30

Filed2026-08-04

SNDK

SANDISK CORP

New

Shares200

Event2026-06-30

Filed2026-08-04

LLY

ELI LILLY & CO

0.81%

Shares374

Event2026-06-30

Filed2026-08-04

TMO

THERMO FISHER SCIENTIFIC INC

-0.56%

Shares882

Event2026-06-30

Filed2026-08-04

WDC

WESTERN DIGITAL CORP

New

Shares679

Event2026-06-30

Filed2026-08-04

BAC

BANK OF AMER CORP

-0.48%

Shares7.5K

Event2026-06-30

Filed2026-08-04

GOOG

ALPHABET INC

-26.24%

Shares1.2K

Event2026-06-30

Filed2026-08-04

ICE

INTERCONTINENTAL EXCHANGE IN

-0.65%

Shares2.9K

Event2026-06-30

Filed2026-08-04

CVX

CHEVRON CORPORATION

-24.04%

Shares2.1K

Event2026-06-30

Filed2026-08-04

GLOBE LIFE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-04

VYM

VANGUARD WHITEHALL FDS

0.60%

Shares2.0K

Event2026-06-30

Filed2026-08-04

CISCO SYS INC

0.19%

Shares2.6K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & CO

3.22%

Shares897

Event2026-06-30

Filed2026-08-04

LOW

LOWES COS INC

-1.67%

Shares1.3K

Event2026-06-30

Filed2026-08-04

VANGUARD INDEX FDS

0.26%

Shares762

Event2026-06-30

Filed2026-08-04

JVAL

J P MORGAN EXCHANGE TRADED F

0.36%

Shares4.7K

Event2026-06-30

Filed2026-08-04

BROADCOM INC

5.58%

Shares719

Event2026-06-30

Filed2026-08-04

JQUA

J P MORGAN EXCHANGE TRADED F

0.25%

Shares3.6K

Event2026-06-30

Filed2026-08-04

BOEING CO

0.33%

Shares1.2K

Event2026-06-30

Filed2026-08-04

VIG

VANGUARD SPECIALIZED FUNDS

-5.82%

Shares1.1K

Event2026-06-30

Filed2026-08-04

NXP SEMICONDUCTORS N V

New

Shares814

Event2026-06-30

Filed2026-08-04

ORACLE CORP

1.64%

Shares1.5K

Event2026-06-30

Filed2026-08-04

SDY

SPDR SERIES TRUST

0.07%

Shares1.4K

Event2026-06-30

Filed2026-08-04

PEP

PEPSICO INC

-17.04%

Shares1.6K

Event2026-06-30

Filed2026-08-04

MUFG

MITSUBISHI UFJ FINANCIAL GRO

0.00%

Shares10.5K

Event2026-06-30

Filed2026-08-04

PROCTER & GAMBLE CO

-30.55%

Shares1.4K

Event2026-06-30

Filed2026-08-04

UBS

UBS GROUP AG

New

Shares4.1K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

STATE STR SPDR S&P 500 ETF T Call CallSTATE STR SPDR S&P 500 ETF T2.0K shares-28.57%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T Call

STATE STR SPDR S&P 500 ETF T

-28.57%

Shares2.0K

Event2026-06-30

Filed2026-08-04

Put Option Holdings

SHW Put PutSHERWIN WILLIAMS CO4.5K shares-6.25%2026-06-302026-08-04

STATE STR SPDR S&P 500 ETF T Put PutSTATE STR SPDR S&P 500 ETF T3.3K shares-8.33%2026-06-302026-08-04

NVDA Put PutNVIDIA CORPORATION4.3K shares0.00%2026-06-302026-08-04

SHW Put

SHERWIN WILLIAMS CO

-6.25%

Shares4.5K

Event2026-06-30

Filed2026-08-04

STATE STR SPDR S&P 500 ETF T Put

STATE STR SPDR S&P 500 ETF T

-8.33%

Shares3.3K

Event2026-06-30

Filed2026-08-04

NVDA Put

NVIDIA CORPORATION

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-04