CD

Campbell Deegan Wealth Management, LLC

13F
Campbell Deegan Wealth Management, LLC
Last update 2025-05-12 41 Stocks (2 new)
Value $87.00 Mil Turnover 9 %
Countries:
Top Holdings: FDLO(21.29%)SPGP(20.15%)VTV(19.52%)HELO(7.67%)VUG(6.85%)
Summary Stock Picks Current Portfolio
Campbell Deegan Wealth Managem... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FDLO
Fidelity Low Volatility Factor ETF
305,328
18,509.0
+5.76%
21.290
+1.16%
1.370
+8.87%
+4.75%
1,175.2
 
SPGP
Invesco S&P 500 GARP ETF
175,397
17,518.6
+6.88%
20.150
+1.30%
0.610
+18.51%
+4.53%
2,845.2
 
VTV
Vanguard Value ETF
98,220
16,966.6
+4.68%
19.520
+0.87%
0.010
+10.76%
+6.49%
132,298.5
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
111,708
6,666.7
+68.73%
7.670
+3.12%
0.230
+8.23%
+1.94%
3,313.3
 
VUG
Vanguard Growth ETF
16,048
5,951.1
-2.06%
6.850
-0.17%
0.000
+22.75%
+7.86%
164,480.8
 
JEPI
JPMorgan Equity Premium Income ETF
40,502
2,314.3
+79.18%
2.660
+1.18%
0.010
+7.87%
+3.08%
40,886.4
 
AAPL
Apple Inc
9,328
2,072.0
+14.27%
2.380
+0.30%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
SPY
SPDR S&P 500 ETF Trust
3,399
1,901.5
+2.53%
2.190
+0.05%
0.000
+17.14%
+7.04%
641,384.0
 
MSFT
Microsoft Corp
4,418
1,658.4
-6.95%
1.910
-0.17%
0.000
+29.81%
+19.87%
3,740,948.0
Software
PM
Philip Morris International Inc
8,046
1,277.1
-1.13%
1.470
-0.01%
0.000
+17.79%
+51.94%
280,033.0
Tobacco Products

Campbell Deegan Wealth Management, LLC's Historical Top Holdings Breakdowns

Campbell Deegan Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-03-31
Add
Add
+3.12%
●
59.58 ($62) 63.7
$63.05
1.69%
Add 68.73%
111,708
45,503
SPGP
Invesco S&P 500 GARP ETF
2025-03-31
Add
Add
+1.30%
●
96.88 ($105.33) 111.25
$108.76
3.26%
Add 6.88%
175,397
11,290
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Add
Add
+1.18%
●
56.17 ($58.26) 59.71
$56.76
-2.57%
Add 79.18%
40,502
17,898
FDLO
Fidelity Low Volatility Factor ETF
2025-03-31
Add
Add
+1.16%
●
59.43 ($61.49) 63.32
$62.97
2.41%
Add 5.76%
305,328
16,641
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.87%
●
167.73 ($174.39) 179.21
$178.26
2.22%
Add 4.68%
98,220
4,391
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Sold Out
Sold Out
-0.77%
●
85.7 ($90.17) 93.96
$89.13
-1.15%
Sold Out
0
-7,511
MATX
Matson Inc
2025-03-31
Sold Out
Sold Out
-0.63%
●
127.06 ($137.08) 149.06
$116.30
-15.16%
Sold Out
0
-3,885
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.33%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 46.66%
8,342
2,654
AAPL
Apple Inc
2025-03-31
Add
Add
+0.30%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 14.27%
9,328
1,165
DE
Deere & Co
2025-03-31
New Buy
New Buy
+0.29%
●
408.57 ($467.8) 509.27
$512.41
9.54%
New holding
536
536

Campbell Deegan Wealth Management, LLC Total Holding History ($B)

To

Campbell Deegan Wealth Management, LLC's Asset Allocation

To

Campbell Deegan Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Campbell Deegan Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Campbell Deegan Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Campbell Deegan Wealth Management, LLC's Holdings Heat Map

Size field:

Campbell Deegan Wealth Management, LLC's Holdings Bubble Chart

Campbell Deegan Wealth Management, LLC News

  • 1

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