Campbell Deegan Wealth Management, LLC Portfolio Holdings by Sector
Campbell Deegan Wealth Management, LLC
- $112 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPGP FDLO VTV VUG JEPI SPY PKW DIA 12 stocks |
$79.4 Million
81.87% of portfolio
|
  11  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2.63 Million
2.72% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.27 Million
2.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.78 Million
1.84% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$1.39 Million
1.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$1.28 Million
1.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK LLY 3 stocks |
$1.22 Million
1.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.04 Million
1.07% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D 2 stocks |
$1.02 Million
1.05% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
AUB 1 stocks |
$679,262
0.7% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$675,594
0.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$632,246
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
$607,849
0.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$568,754
0.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$426,254
0.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$316,851
0.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$302,235
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL 1 stocks |
$272,084
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$256,622
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$201,215
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|