Campbell Deegan Wealth Management, LLC
Q1 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
41
- Value ($000)
$86,929
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002059743
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDLO FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | $18.51M | 21 % | 305,328 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $17.52M | 20 % | 175,397 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $16.97M | 20 % | 98,220 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $6.67M | 8 % | 111,708 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.95M | 7 % | 16,048 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $2.31M | 3 % | 40,502 | ||
AAPL APPLE INC | COM | 037833100 | $2.07M | 2 % | 9,328 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.90M | 2 % | 3,399 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.66M | 2 % | 4,418 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $1.28M | 2 % | 8,046 |
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