Campbell Deegan Wealth Management, LLC Portfolio Holdings

Campbell Deegan Wealth Management, LLC

  • $83.3 Billion
  • Q4 2024

Campbell Deegan Wealth Management, LLC has filed its 13F form on March 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $83.3 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Low Vola with a value of $17.5B, Invesco Exchange Traded Fd Tr with a value of $17.2B, Vanguard Value ETF with a value of $15.9B, Vanguard Growth ETF with a value of $6.73B, and J P Morgan Exchange Traded F with a value of $4.11B.

Examining the 13F form we can see an increase of $83.3B in the current position value.

Campbell Deegan Wealth Management, LLC is based out at Richmond, VA

Below you can find more details about Campbell Deegan Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $83.3 Billion
ETFs: $63 Billion
Technology: $5.3 Billion
Financial Services: $2.25 Billion
Consumer Defensive: $2.1 Billion
Healthcare: $1.8 Billion
Energy: $1.09 Billion
Consumer Cyclical: $1.08 Billion
Utilities: $926 Million
Other: $1.64 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$2.04 Billion 2.46% of portfolio
8,163
Q4 2024 New
$2.84T
$2 Billion 2.4% of portfolio
4,748
Q4 2024 New
$236B
$979 Million 1.18% of portfolio
8,138
Q4 2024 New
$271B
$764 Million 0.92% of portfolio
5,688
Q4 2024 New
$455B
$625 Million 0.75% of portfolio
5,812
Q4 2024 New
$240B
$588 Million 0.71% of portfolio
5,913
Q4 2024 New
$980B
$536 Million 0.64% of portfolio
2,831
Q4 2024 New
$434B
$528 Million 0.63% of portfolio
3,653
Q4 2024 New
$2T
$518 Million 0.62% of portfolio
2,360
Q4 2024 New
$302B
$466 Million 0.56% of portfolio
3,220
Q4 2024 New
$201B
$457 Million 0.55% of portfolio
879
Q4 2024 New
$210B
$425 Million 0.51% of portfolio
2,795
Q4 2024 New
$318B
$420 Million 0.5% of portfolio
9,559
Q4 2024 New
$1.01T
$383 Million 0.46% of portfolio
2,012
Q4 2024 New
$410B
$361 Million 0.43% of portfolio
2,154
Q4 2024 New
$389B
$233 Million 0.28% of portfolio
1,397
Q4 2024 New
$783B
$222 Million 0.27% of portfolio
288
Q4 2024 New
$672B
$214 Million 0.26% of portfolio
892
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $83.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date March 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 43 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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