Campbell Deegan Wealth Management, LLC
50 holdingsFiling period: 2026-03-31Current AUM: $140.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 109.0K | $21.4M | $24.0M | 17.07% | +825 | 2026-03-31 |
| 2 | FDLO | FIDELITY COVINGTON TRUST | 330.8K | $21.4M | $23.7M | 16.92% | +468 | 2026-03-31 |
| 3 | SPGP | INVESCO EXCHANGE TRADED FD T | 193.5K | $20.8M | $24.3M | 17.28% | -84 | 2026-03-31 |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 264.9K | $16.9M | $18.1M | 12.92% | +11.1K | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 16.3K | $7.1M | $8.3M | 5.93% | -255 | 2026-03-31 |
| 6 | UJAN | INNOVATOR ETFS TRUST | 150.5K | $6.4M | $6.9M | 4.89% | +69.1K | 2026-03-31 |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 103.4K | $5.9M | $5.9M | 4.23% | +5.2K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 9.7K | $2.3M | $2.7M | 1.91% | +6.3K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 8.5K | $2.2M | $2.6M | 1.87% | -113 | 2026-03-31 |
| 10 | SHW | SHERWIN WILLIAMS CO | 9.7K | $1.8M | $1.9M | 1.33% | +3.3K | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 4.4K | $1.6M | $2.0M | 1.44% | +51 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 12.1K | $1.5M | $1.7M | 1.19% | +4.6K | 2026-03-31 |
| 13 | PM | PHILIP MORRIS INTL INC | 8.3K | $1.4M | $1.6M | 1.12% | +23 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 5.3K | $905K | $829K | 0.59% | -50 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 5.3K | $905K | $829K | 0.59% | -50 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 3.0K | $867K | $1.1M | 0.76% | +28 | 2026-03-31 |
| 17 | JNJ | JOHNSON & JOHNSON | 3.0K | $732K | $768K | 0.55% | +6 | 2026-03-31 |
| 18 | AUB | ATLANTIC UN BANKSHARES CORP | 19.2K | $687K | $816K | 0.58% | -- | 2026-03-31 |
| 19 | NEE | NEXTERA ENERGY INC | 7.3K | $677K | $634K | 0.45% | -520 | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 2.8K | $588K | $767K | 0.55% | +106 | 2026-03-31 |
| 21 | PKW | INVESCO EXCHANGE TRADED FD T | 4.4K | $575K | $644K | 0.46% | +3 | 2026-03-31 |
| 22 | CVX | CHEVRON CORPORATION | 2.7K | $562K | $535K | 0.38% | -125 | 2026-03-31 |
| 23 | MRK | MERCK & CO INC | 4.6K | $555K | $601K | 0.43% | -2,210 | 2026-03-31 |
| 24 | DIA | STATE STR SPDR DOW JONES IND | 1.0K | $473K | $535K | 0.38% | +1 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 1.6K | $462K | $574K | 0.41% | +106 | 2026-03-31 |
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