Campbell Deegan Wealth Management, LLC
Q4 2024 13F Holdings
- Locationrichmond, VA
- Num holdings
43
- Value ($000)
$83,253
- Date Filed03/11/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
FDLO FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | $17.49M | 21 % | 288,687 | ||
SPGP INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | $17.21M | 21 % | 164,107 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $15.89M | 19 % | 93,829 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $6.73M | 8 % | 16,385 | ||
HELO J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $4.11M | 5 % | 66,205 | ||
AAPL APPLE INC | COM | 037833100 | $2.04M | 3 % | 8,163 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $2.00M | 2 % | 4,748 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.94M | 2 % | 3,315 | ||
JEPI J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | $1.30M | 2 % | 22,604 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $979.40K | 1 % | 8,138 |
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