Filer Name: CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
CIK: 2059743
Period: 2024-12-31
Filed At: 2025-03-11
Number of Holdings: 43
Portfolio Value: $0.08B

Campbell Deegan Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
FDLO US FIDELITY LOW VOLATILITY FACT 288,687 $17M 21.01% - -
SPGP US INVESCO S&P 500 GARP ETF 164,107 $17M 20.67% - -
VTV US VANGUARD VALUE ETF 93,829 $16M 19.08% - -
VUG US VANGUARD GROWTH ETF 16,385 $7M 8.08% - -
HELO US JPMORGAN HEDGED EQUITY ETF 66,205 $4M 4.93% - -
AAPL US APPLE INC 8,163 $2M 2.46% - -
MSFT US MICROSOFT CORP 4,748 $2M 2.40% - -
SPY US SPDR S&P 500 ETF TRUST 3,315 $2M 2.33% - -
JEPI US JPMORGAN EQUITY PREMIUM INCO 22,604 $1M 1.56% - -
PM US PHILIP MORRIS INTERNATIONAL 8,138 $1M 1.18% - -
NVDA US NVIDIA CORP 5,688 $1M 0.92% - -
AUB US ATLANTIC UNION BANKSHARES CO 19,818 $1M 0.90% - -
XLE US ENERGY SELECT SECTOR SPDR 7,511 $1M 0.77% - -
XOM US EXXON MOBIL CORP 5,812 $1M 0.75% - -
MRK US MERCK & CO. INC. 5,913 $1M 0.71% - -
NEE US NEXTERA ENERGY INC 8,096 $1M 0.70% - -
ICE US INTERCONTINENTAL EXCHANGE IN 3,617 $1M 0.65% - -
GOOGL US ALPHABET INC-CL A 2,831 $1M 0.64% - -
MATX US MATSON INC 3,885 $1M 0.63% - -
JNJ US JOHNSON & JOHNSON 3,653 $1M 0.63% - -
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