Campbell Deegan Wealth Management, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$86.9B
Holdings
41
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (41 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FDLOFIDELITY COVINGTON TRUST | 305,328 | $18.5B | 21.29% | |
| 2 | SPGPINVESCO EXCHANGE TRADED FD T | 175,397 | $17.5B | 20.15% | |
| 3 | VTVVANGUARD INDEX FDS | 98,220 | $17.0B | 19.52% | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 111,708 | $6.7B | 7.67% | |
| 5 | VUGVANGUARD INDEX FDS | 16,048 | $6.0B | 6.85% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 40,502 | $2.3B | 2.66% | |
| 7 | AAPLAPPLE INC | 9,328 | $2.1B | 2.38% | |
| 8 | SPYSPDR S&P 500 ETF TR | 3,399 | $1.9B | 2.19% | |
| 9 | MSFTMICROSOFT CORP | 4,418 | $1.7B | 1.91% | |
| 10 | 4I1PHILIP MORRIS INTL INC | 8,046 | $1.3B | 1.47% | |
| 11 | NVDANVIDIA CORPORATION | 8,342 | $904.1M | 1.04% | |
| 12 | XOMEXXON MOBIL CORP | 5,363 | $637.8M | 0.73% | |
| 13 | AUBATLANTIC UN BANKSHARES CORP | 19,818 | $617.1M | 0.71% | |
| 14 | JNJJOHNSON & JOHNSON | 3,370 | $558.9M | 0.64% | |
| 15 | NEENEXTERA ENERGY INC | 7,807 | $553.4M | 0.64% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 3,017 | $520.4M | 0.60% | |
| 17 | BACBANK AMERICA CORP | 12,280 | $512.4M | 0.59% | |
| 18 | MRKMERCK & CO INC | 5,504 | $494.1M | 0.57% | |
| 19 | CVXCHEVRON CORP NEW | 2,944 | $492.5M | 0.57% | |
| 20 | PKWINVESCO EXCHANGE TRADED FD T | 4,354 | $490.5M | 0.56% | |
| 21 | GOOGLALPHABET INC | 2,935 | $453.9M | 0.52% | |
| 22 | AMZNAMAZON COM INC | 2,385 | $453.8M | 0.52% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC | 881 | $438.3M | 0.50% | |
| 24 | DONSPDR DOW JONES INDL AVERAGE | 1,015 | $426.2M | 0.49% | |
| 25 | MOALTRIA GROUP INC | 6,541 | $392.6M | 0.45% | |
| 26 | DDOMINION ENERGY INC | 6,429 | $360.5M | 0.41% | |
| 27 | PGPROCTER AND GAMBLE CO | 2,006 | $341.8M | 0.39% | |
| 28 | PEPPEPSICO INC | 2,096 | $314.3M | 0.36% | |
| 29 | GOOGALPHABET INC | 1,958 | $305.9M | 0.35% | |
| 30 | LOWLOWES COS INC | 1,311 | $305.9M | 0.35% | |
| 31 | GLGLOBE LIFE INC | 2,209 | $291.0M | 0.33% | |
| 32 | FISVFISERV INC | 1,249 | $275.9M | 0.32% | |
| 33 | VBRVANGUARD INDEX FDS | 1,472 | $274.2M | 0.32% | |
| 34 | DEDEERE & CO | 536 | $251.4M | 0.29% | |
| 35 | VYMVANGUARD WHITEHALL FDS | 1,944 | $250.6M | 0.29% | |
| 36 | HDHOME DEPOT INC | 678 | $248.4M | 0.29% | |
| 37 | LLYELI LILLY & CO | 283 | $233.8M | 0.27% | |
| 38 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,594 | $203.0M | 0.23% | |
| 39 | JPMJPMORGAN CHASE & CO. | 820 | $201.1M | 0.23% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 377 | $201.0M | 0.23% | |
| 41 | NMRNOMURA HLDGS INC | 14,500 | $89.2M | 0.10% |