Campbell Deegan Wealth Management, LLC Portfolio Holdings by Sector
Campbell Deegan Wealth Management, LLC
- $86.9 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FDLO SPGP VTV VUG JEPI SPY PKW DIA 11 stocks |
$64.8 Million
80.74% of portfolio
|
8
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.07 Million
2.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.67 Million
2.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.66 Million
2.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY 3 stocks |
$1.29 Million
1.6% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.13 Million
1.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D 2 stocks |
$913,904
1.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$904,098
1.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$759,839
0.95% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$713,552
0.89% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
AUB 1 stocks |
$617,133
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$554,305
0.69% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$520,405
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$453,829
0.57% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$438,284
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$341,838
0.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$314,280
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL 1 stocks |
$290,981
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$275,861
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$251,438
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$201,000
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
NMR 1 stocks |
$89,175
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|