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Disclosery

13F-HR filed by Campbell Deegan Wealth Management, LLC

Campbell Deegan Wealth Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-03-11, with 43 holding rows worth $83,252,634.

Accession
0001765380-25-000137
Filer
CIK 2059743
Filed
2025-03-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 43 entries on the cover page, a total value of $83,252,634 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,252,634 with VALUE read as dollars as filed, 13F file number 028-25452. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Fidelity Low Volatility Factor ETF316092824SHS288,687$17,491,546dollars as filed
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF164,107$17,211,535dollars as filed
Vanguard Value ETF922908744SHS93,829$15,885,174dollars as filed
Vanguard Growth922908736COM16,385$6,725,107dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA66,205$4,107,379dollars as filed
Apple Inc037833100COM8,163$2,044,202dollars as filed
Microsoft Corp594918104COM4,748$2,001,086dollars as filed
SPY78462F103SHS3,315$1,943,141dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF22,604$1,300,432dollars as filed
Philip Morris International Inc.718172109COM8,138$979,397dollars as filed
NVIDIA Corp67066G104COM5,688$763,885dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock19,818$750,706dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS7,511$643,392dollars as filed
EXXON MOBIL CORP30231G102COM5,812$625,152dollars as filed
Merck & Co.,Inc.58933Y105COM5,913$588,246dollars as filed
NextEra Energy,Inc.65339F101COM8,096$580,397dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,617$538,946dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,831$535,840dollars as filed
Johnson & Johnson478160104COM3,653$528,322dollars as filed
MATSON INC COM57686G105Stock3,885$523,816dollars as filed
Amazon.com, Inc023135106COM2,360$517,828dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV4,343$499,984dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,105$470,322dollars as filed
Chevron Corporation166764100COM3,220$466,398dollars as filed
Thermo Fisher Scientific Inc.883556102COM879$457,167dollars as filed
PepsiCo,Inc.713448108COM2,795$425,083dollars as filed
Bank of America Corp060505104COM9,559$420,114dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,012$383,193dollars as filed
Procter & Gamble Co742718109COM2,154$361,111dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,424$346,020dollars as filed
Altria Group Inc02209S103COM6,462$337,874dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,672$331,357dollars as filed
Lowes Companies,Inc.548661107COM1,309$323,082dollars as filed
FISERV INC337738108COM1,249$256,611dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,931$246,361dollars as filed
GLOBE LIFE INC37959E102COM2,208$246,246dollars as filed
Home Depot, Inc437076102COM607$236,265dollars as filed
Oracle Corporation68389X105COM1,397$232,826dollars as filed
Eli Lilly and Company532457108COM288$222,343dollars as filed
JPMorgan Chase & Co46625H100COM892$213,892dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR3,585$205,298dollars as filed
Boeing Company097023105COM1,139$201,603dollars as filed
NOMURA HLDGS INC SPONSORED ADR65535H208ADR14,500$83,955dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000137this filing2025-03-11acceptance time not in the bulk data set