The Analysis of Campbell Deegan Wealth Management, LLC's Holdings

Currently, Campbell Deegan Wealth Management, LLC holds 46 types of securities in its portfolio with a total value $123.9M. In the most recent quarter, they have increased their positions in UJAN (+81.4K shares, valued at $3.5M), SHW (+6.4K shares, valued at $2.1M), HELO (+22.7K shares, valued at $1.5M); decreased their positions in VUG (-368 shares, valued at $179.5K), ICE (-720 shares, valued at $116.6K), AAPL (-290 shares, valued at $78.8K); initiated new positions in UJAN (+81.4K shares, valued at $3.5M), SHW (+6.4K shares, valued at $2.1M), VIG (+1.1K shares, valued at $244.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FDLO FIDELITY COVINGTON TRUST330.4K shares3.43%2025-12-312026-01-22

SPGP INVESCO EXCHANGE TRADED FD T193.6K shares3.11%2025-12-312026-01-22

VTV VANGUARD INDEX FDS108.1K shares3.02%2025-12-312026-01-22

HELO J P MORGAN EXCHANGE TRADED F253.8K shares9.84%2025-12-312026-01-22

VUG VANGUARD INDEX FDS16.5K shares-2.18%2025-12-312026-01-22

JEPI J P MORGAN EXCHANGE TRADED F98.2K shares12.39%2025-12-312026-01-22

UJAN INNOVATOR ETFS TRUST81.4K sharesnew addition2025-12-312026-01-22

AAPL APPLE INC8.6K shares-3.25%2025-12-312026-01-22

Sponsored

SPY SPDR S&P 500 ETF TR3.4K shares-0.29%2025-12-312026-01-22

SHW SHERWIN WILLIAMS CO6.4K sharesnew addition2025-12-312026-01-22

MSFT MICROSOFT CORP4.3K shares-0.09%2025-12-312026-01-22

NVDA NVIDIA CORPORATION7.6K shares2.03%2025-12-312026-01-22

PM PHILIP MORRIS INTL INC8.3K shares0.40%2025-12-312026-01-22

ALPHABET INC ALPHABET INC3.0K shares5.73%2025-12-312026-01-22

MERCK & CO INC MERCK & CO INC6.8K shares24.06%2025-12-312026-01-22

AUB ATLANTIC UN BANKSHARES CORP19.2K shares0.00%2025-12-312026-01-22

Sponsored

XOM EXXON MOBIL CORP5.4K shares1.24%2025-12-312026-01-22

AMZN AMAZON COM INC2.7K shares5.02%2025-12-312026-01-22

NEE NEXTERA ENERGY INC7.8K shares0.10%2025-12-312026-01-22

JNJ JOHNSON & JOHNSON3.0K shares1.63%2025-12-312026-01-22

PKW INVESCO EXCHANGE TRADED FD T4.4K shares0.09%2025-12-312026-01-22

TMO THERMO FISHER SCIENTIFIC INC887 shares0.91%2025-12-312026-01-22

DIA SPDR DOW JONES INDL AVERAGE1.0K shares0.20%2025-12-312026-01-22

ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN2.9K shares-19.96%2025-12-312026-01-22

CVX CHEVRON CORP NEW2.8K shares-0.11%2025-12-312026-01-22

D DOMINION ENERGY INC7.0K shares-0.87%2025-12-312026-01-22

BAC BANK AMERICA CORP7.3K shares1.40%2025-12-312026-01-22

MO ALTRIA GROUP INC6.8K shares0.34%2025-12-312026-01-22

LLY ELI LILLY & CO296 shares4.59%2025-12-312026-01-22

LOW LOWES COS INC1.3K shares0.93%2025-12-312026-01-22

PEP PEPSICO INC2.1K shares-0.84%2025-12-312026-01-22

Sponsored

HD HOME DEPOT INC879 shares1.74%2025-12-312026-01-22

PG PROCTER AND GAMBLE CO2.1K shares0.48%2025-12-312026-01-22

VYM VANGUARD WHITEHALL FDS2.0K shares0.66%2025-12-312026-01-22

ORCL ORACLE CORP1.4K shares0.56%2025-12-312026-01-22

JPM JPMORGAN CHASE & CO.834 shares1.21%2025-12-312026-01-22

GL GLOBE LIFE INC1.9K shares0.00%2025-12-312026-01-22

BA BOEING CO1.2K shares0.67%2025-12-312026-01-22

VIG VANGUARD SPECIALIZED FUNDS1.1K sharesnew addition2025-12-312026-01-22

Sponsored

JVAL J P MORGAN EXCHANGE TRADED F4.7K shares0.60%2025-12-312026-01-22

JQUA J P MORGAN EXCHANGE TRADED F3.6K shares0.36%2025-12-312026-01-22

BROADCOM INC BROADCOM INC635 sharesnew addition2025-12-312026-01-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-22.19%2025-12-312026-01-22

META META PLATFORMS INC324 shares6.58%2025-12-312026-01-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL406 sharesnew addition2025-12-312026-01-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available