Campbell Deegan Wealth Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$101.6B
Holdings
44
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPGPINVESCO EXCHANGE TRADED FD T | 185,634 | $20.0B | 19.69% | |
| 2 | FDLOFIDELITY COVINGTON TRUST | 314,733 | $19.8B | 19.46% | |
| 3 | VTVVANGUARD INDEX FDS | 101,146 | $17.9B | 17.60% | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 190,788 | $11.9B | 11.76% | |
| 5 | VUGVANGUARD INDEX FDS | 16,905 | $7.4B | 7.30% | |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 71,354 | $4.1B | 3.99% | |
| 7 | MSFTMICROSOFT CORP | 4,297 | $2.1B | 2.10% | |
| 8 | SPYSPDR S&P 500 ETF TR | 3,408 | $2.1B | 2.07% | |
| 9 | AAPLAPPLE INC | 8,981 | $1.8B | 1.81% | |
| 10 | 4I1PHILIP MORRIS INTL INC | 8,050 | $1.5B | 1.44% | |
| 11 | NVDANVIDIA CORPORATION | 7,427 | $1.2B | 1.16% | |
| 12 | ICEINTERCONTINENTAL EXCHANGE IN | 3,929 | $720.8M | 0.71% | |
| 13 | AUBATLANTIC UN BANKSHARES CORP | 19,818 | $619.9M | 0.61% | |
| 14 | XOMEXXON MOBIL CORP | 5,336 | $575.3M | 0.57% | |
| 15 | AMZNAMAZON COM INC | 2,590 | $568.3M | 0.56% | |
| 16 | NEENEXTERA ENERGY INC | 7,790 | $540.8M | 0.53% | |
| 17 | PKWINVESCO EXCHANGE TRADED FD T | 4,366 | $539.6M | 0.53% | |
| 18 | GOOGLALPHABET INC | 2,931 | $516.5M | 0.51% | |
| 19 | JNJJOHNSON & JOHNSON | 2,937 | $448.6M | 0.44% | |
| 20 | DONSPDR DOW JONES INDL AVERAGE | 1,017 | $448.1M | 0.44% | |
| 21 | MRKMERCK & CO INC | 5,506 | $435.9M | 0.43% | |
| 22 | CVXCHEVRON CORP NEW | 2,748 | $393.5M | 0.39% | |
| 23 | MOALTRIA GROUP INC | 6,548 | $383.9M | 0.38% | |
| 24 | BACBANK AMERICA CORP | 7,836 | $370.8M | 0.37% | |
| 25 | DDOMINION ENERGY INC | 6,542 | $369.8M | 0.36% | |
| 26 | TMOTHERMO FISHER SCIENTIFIC INC | 874 | $354.3M | 0.35% | |
| 27 | PGPROCTER AND GAMBLE CO | 1,997 | $318.2M | 0.31% | |
| 28 | ORCLORACLE CORP | 1,427 | $312.0M | 0.31% | |
| 29 | LOWLOWES COS INC | 1,293 | $286.8M | 0.28% | |
| 30 | PEPPEPSICO INC | 2,094 | $276.5M | 0.27% | |
| 31 | GOOGALPHABET INC | 1,506 | $267.2M | 0.26% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 1,464 | $266.0M | 0.26% | |
| 33 | VYMVANGUARD WHITEHALL FDS | 1,956 | $260.8M | 0.26% | |
| 34 | BABOEING CO | 1,244 | $260.7M | 0.26% | |
| 35 | WMTWALMART INC | 2,622 | $256.4M | 0.25% | |
| 36 | JPMJPMORGAN CHASE & CO. | 824 | $238.8M | 0.24% | |
| 37 | GLGLOBE LIFE INC | 1,903 | $236.5M | 0.23% | |
| 38 | HDHOME DEPOT INC | 614 | $225.3M | 0.22% | |
| 39 | METAMETA PLATFORMS INC | 304 | $224.7M | 0.22% | |
| 40 | VBRVANGUARD INDEX FDS | 1,142 | $222.7M | 0.22% | |
| 41 | LLYELI LILLY & CO | 283 | $220.7M | 0.22% | |
| 42 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,604 | $216.4M | 0.21% | |
| 43 | FISVFISERV INC | 1,249 | $215.4M | 0.21% | |
| 44 | JVALJ P MORGAN EXCHANGE TRADED F | 4,638 | $205.1M | 0.20% |