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

Currently, Campbell Deegan Wealth Management, LLC holds 49 types of securities in its portfolio with a total value $124.5M. In the most recent quarter, they have increased their positions in UJAN (+69.1K shares, valued at $2.9M), HELO (+11.1K shares, valued at $710.9K), JEPI (+5.2K shares, valued at $294.8K); decreased their positions in SHW (-1.5K shares, valued at $488.2K), N/A (-2.2K shares, valued at $265.9K), VUG (-255 shares, valued at $111.4K); initiated new positions in VTI (+760 shares, valued at $243.8K), CL (+2.8K shares, valued at $237.7K), WMT (+1.8K shares, valued at $218.7K).

1M P&L

+3.0M+2.34%

3M P&L

-34.5M-20.69%

HY P&L

-29.3M-18.15%

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/A104.5M

85.7%

2Consumer Electronics2.2M

1.8%

3Software - Infrastructure1.8M

1.5%

Top Industries by Stock Count

1N/A16 stocks

36.4%

2Banks - Diversified3 stocks

6.8%

3Tobacco2 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS109.0K shares0.76%2026-03-312026-05-08

FDLO FIDELITY COVINGTON TRUST330.8K shares0.14%2026-03-312026-05-08

SPGP INVESCO EXCHANGE TRADED FD T193.5K shares-0.04%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F264.9K shares4.38%2026-03-312026-05-08

VUG VANGUARD INDEX FDS16.3K shares-1.54%2026-03-312026-05-08

UJAN INNOVATOR ETFS TRUST150.5K shares84.95%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F103.4K shares5.30%2026-03-312026-05-08

AAPL APPLE INC8.5K shares-1.31%2026-03-312026-05-08

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.3K shares-3.99%2026-03-312026-05-08

MSFT MICROSOFT CORP4.4K shares1.18%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO4.9K shares-23.69%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC8.3K shares0.28%2026-03-312026-05-08

NVDA NVIDIA CORPORATION7.8K shares3.35%2026-03-312026-05-08

XOM EXXON MOBIL CORP5.3K shares-0.93%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.0K shares0.94%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.0K shares0.20%2026-03-312026-05-08

Sponsored

AUB ATLANTIC UN BANKSHARES CORP19.2K shares0.00%2026-03-312026-05-08

NEE NEXTERA ENERGY INC7.3K shares-6.66%2026-03-312026-05-08

AMZN AMAZON COM INC2.8K shares3.90%2026-03-312026-05-08

PKW INVESCO EXCHANGE TRADED FD T4.4K shares0.07%2026-03-312026-05-08

CVX CHEVRON CORPORATION2.7K shares-4.39%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC4.6K shares-32.35%2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND1.0K shares0.10%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.6K shares7.04%2026-03-312026-05-08

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares1.28%2026-03-312026-05-08

MO ALTRIA GROUP INC6.8K shares0.99%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.3K shares101.05%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC INC887 shares0.00%2026-03-312026-05-08

D DOMINION ENERGY INC6.9K shares-0.75%2026-03-312026-05-08

BAC BANK AMERICA CORP7.5K shares2.98%2026-03-312026-05-08

LLY ELI LILLY & CO371 shares25.34%2026-03-312026-05-08

LOW LOWES COS INC1.3K shares0.99%2026-03-312026-05-08

Sponsored

VYM VANGUARD WHITEHALL FDS2.0K shares0.61%2026-03-312026-05-08

PEP PEPSICO INC1.9K shares-12.00%2026-03-312026-05-08

PG PROCTER & GAMBLE CO2.0K shares-2.99%2026-03-312026-05-08

GL GLOBE LIFE INC1.9K shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO869 shares4.20%2026-03-312026-05-08

VTI VANGUARD INDEX FDS760 sharesnew addition2026-03-312026-05-08

BA BOEING CO1.2K shares1.25%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS1.1K shares0.36%2026-03-312026-05-08

Sponsored

CL COLGATE PALMOLIVE CO2.8K sharesnew addition2026-03-312026-05-08

JVAL J P MORGAN EXCHANGE TRADED F4.7K shares0.34%2026-03-312026-05-08

JQUA J P MORGAN EXCHANGE TRADED F3.6K shares0.28%2026-03-312026-05-08

WMT WALMART INC1.8K sharesnew addition2026-03-312026-05-08

ORCL ORACLE CORP1.5K shares1.95%2026-03-312026-05-08

BROADCOM INC BROADCOM INC681 shares7.24%2026-03-312026-05-08

SDY SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC2.6K sharesnew addition2026-03-312026-05-08

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO10.5K sharesnew addition2026-03-312026-05-08

VTV

VANGUARD INDEX FDS

0.76%

Shares109.0K

Event2026-03-31

Filed2026-05-08

FDLO

FIDELITY COVINGTON TRUST

0.14%

Shares330.8K

Event2026-03-31

Filed2026-05-08

SPGP

INVESCO EXCHANGE TRADED FD T

-0.04%

Shares193.5K

Event2026-03-31

Filed2026-05-08

HELO

J P MORGAN EXCHANGE TRADED F

4.38%

Shares264.9K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-1.54%

Shares16.3K

Event2026-03-31

Filed2026-05-08

UJAN

INNOVATOR ETFS TRUST

84.95%

Shares150.5K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

5.30%

Shares103.4K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-1.31%

Shares8.5K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-3.99%

Shares3.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

1.18%

Shares4.4K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

-23.69%

Shares4.9K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

0.28%

Shares8.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

3.35%

Shares7.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.93%

Shares5.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.94%

Shares3.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.20%

Shares3.0K

Event2026-03-31

Filed2026-05-08

AUB

ATLANTIC UN BANKSHARES CORP

0.00%

Shares19.2K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

-6.66%

Shares7.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

3.90%

Shares2.8K

Event2026-03-31

Filed2026-05-08

PKW

INVESCO EXCHANGE TRADED FD T

0.07%

Shares4.4K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-4.39%

Shares2.7K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-32.35%

Shares4.6K

Event2026-03-31

Filed2026-05-08

DIA

STATE STR SPDR DOW JONES IND

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

7.04%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCHANGE IN

1.28%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

0.99%

Shares6.8K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

101.05%

Shares2.3K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares887

Event2026-03-31

Filed2026-05-08

DOMINION ENERGY INC

-0.75%

Shares6.9K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

2.98%

Shares7.5K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

25.34%

Shares371

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC

0.99%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.61%

Shares2.0K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-12.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-2.99%

Shares2.0K

Event2026-03-31

Filed2026-05-08

GLOBE LIFE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

4.20%

Shares869

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

New

Shares760

Event2026-03-31

Filed2026-05-08

BOEING CO

1.25%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.36%

Shares1.1K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

New

Shares2.8K

Event2026-03-31

Filed2026-05-08

JVAL

J P MORGAN EXCHANGE TRADED F

0.34%

Shares4.7K

Event2026-03-31

Filed2026-05-08

JQUA

J P MORGAN EXCHANGE TRADED F

0.28%

Shares3.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

1.95%

Shares1.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

7.24%

Shares681

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

MUFG

MITSUBISHI UFJ FINANCIAL GRO

New

Shares10.5K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

SPY Call CallSTATE STR SPDR S&P 500 ETF T2.8K sharesnew addition2026-03-312026-05-08

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares2.8K

Event2026-03-31

Filed2026-05-08

Put Option Holdings

SHW Put PutSHERWIN WILLIAMS CO4.8K sharesnew addition2026-03-312026-05-08

SPY Put PutSTATE STR SPDR S&P 500 ETF T3.6K sharesnew addition2026-03-312026-05-08

NVDA Put PutNVIDIA CORPORATION4.3K sharesnew addition2026-03-312026-05-08

SHW Put

SHERWIN WILLIAMS CO

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares3.6K

Event2026-03-31

Filed2026-05-08

NVDA Put

NVIDIA CORPORATION

New

Shares4.3K

Event2026-03-31

Filed2026-05-08