The Analysis of Campbell Deegan Wealth Management, LLC's Holdings
Currently, Campbell Deegan Wealth Management, LLC holds 42 types of securities in its portfolio with a total value $112.0M. In the most recent quarter, they have increased their positions in HELO (+40.3K shares, valued at $2.6M), JEPI (+16.0K shares, valued at $915.5K), VTV (+3.8K shares, valued at $711.8K); decreased their positions in WMT (-670 shares, valued at $69.1K), ICE (-321 shares, valued at $54.1K), BAC (-621 shares, valued at $32.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPGP INVESCO EXCHANGE TRADED FD T187.8K shares1.16%2025-09-302025-11-12
FDLO FIDELITY COVINGTON TRUST319.4K shares1.49%2025-09-302025-11-12 VTV VANGUARD INDEX FDS105.0K shares3.77%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F231.1K shares21.12%2025-09-302025-11-12 VUG VANGUARD INDEX FDS16.9K shares-0.02%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F87.4K shares22.47%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR3.4K shares0.23%2025-09-302025-11-12 AAPL APPLE INC8.9K shares-0.68%2025-09-302025-11-12 MSFT MICROSOFT CORP4.3K shares0.28%2025-09-302025-11-12 NVDA NVIDIA CORPORATION7.4K shares0.01%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC8.2K shares2.15%2025-09-302025-11-12 GOOGL ALPHABET INC2.8K shares-3.51%2025-09-302025-11-12 AUB ATLANTIC UN BANKSHARES CORP19.2K shares-2.88%2025-09-302025-11-12 ICE INTERCONTINENTAL EXCHANGE IN3.6K shares-8.17%2025-09-302025-11-12 XOM EXXON MOBIL CORP5.3K shares-0.28%2025-09-302025-11-12 NEE NEXTERA ENERGY INC7.8K shares0.15%2025-09-302025-11-12 PKW INVESCO EXCHANGE TRADED FD T4.4K shares0.27%2025-09-302025-11-12 AMZN AMAZON COM INC2.6K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON2.9K shares0.17%2025-09-302025-11-12 DIA SPDR DOW JONES INDL AVERAGE1.0K shares0.20%2025-09-302025-11-12 MRK MERCK & CO INC5.5K shares0.00%2025-09-302025-11-12 MO ALTRIA GROUP INC6.8K shares3.15%2025-09-302025-11-12 CVX CHEVRON CORP NEW2.8K shares3.64%2025-09-302025-11-12 D DOMINION ENERGY INC7.0K shares7.60%2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC879 shares0.57%2025-09-302025-11-12 ORCL ORACLE CORP1.4K shares0.00%2025-09-302025-11-12 BAC BANK AMERICA CORP7.2K shares-7.92%2025-09-302025-11-12 GOOG ALPHABET INC1.5K shares0.00%2025-09-302025-11-12 HD HOME DEPOT INC864 shares40.72%2025-09-302025-11-12 LOW LOWES COS INC1.3K shares0.15%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO2.1K shares3.25%2025-09-302025-11-12 PEP PEPSICO INC2.2K shares2.77%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T1.5K shares0.34%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS2.0K shares0.61%2025-09-302025-11-12 GL GLOBE LIFE INC1.9K shares0.00%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.824 shares0.00%2025-09-302025-11-12 BA BOEING CO1.2K shares-4.42%2025-09-302025-11-12 JQUA J P MORGAN EXCHANGE TRADED F3.6K shares0.28%2025-09-302025-11-12 META META PLATFORMS INC304 shares0.00%2025-09-302025-11-12 JVAL J P MORGAN EXCHANGE TRADED F4.7K shares0.47%2025-09-302025-11-12 LLY ELI LILLY & CO283 shares0.00%2025-09-302025-11-12 WMT WALMART INC2.0K shares-25.55%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available