Campbell Deegan Wealth Management, LLC Portfolio Holdings by Sector
Campbell Deegan Wealth Management, LLC
- $83.3 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FDLO SPGP VTV VUG SPY JEPI XLE PKW 12 stocks |
$63 Million
79.54% of portfolio
|
12
|
- |
12
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2.23 Million
2.82% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.04 Million
2.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK JNJ LLY 3 stocks |
$1.34 Million
1.69% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.32 Million
1.66% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1.09 Million
1.38% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE D 2 stocks |
$926,417
1.17% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$919,033
1.16% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$763,885
0.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
AUB 1 stocks |
$750,706
0.95% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BAC JPM 2 stocks |
$634,006
0.8% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$559,347
0.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
$538,946
0.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Marine Shipping | Industrials
MATX 1 stocks |
$523,816
0.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$517,828
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$457,167
0.58% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$425,083
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$361,111
0.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Information Technology Services | Technology
FISV 1 stocks |
$256,611
0.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
GL 1 stocks |
$246,246
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$201,603
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
NMR 1 stocks |
$83,955
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|