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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 2025-03-31, filed 2025-05-12, with 41 holding rows worth $86,929,267.

Accession
0001765380-25-000215
Filer
CIK 2059743
Filed
2025-05-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 41 entries on the cover page, a total value of $86,929,267 stated on the cover page (in dollars after the unit check, H1), rows summing to $86,929,267 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 ETF316092824SHS305,328$18,508,966dollars as filed
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF175,397$17,518,625dollars as filed
Vanguard Value ETF922908744SHS98,220$16,966,607dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q724HEDGED EQUITY LA111,708$6,666,733dollars as filed
Vanguard Growth922908736COM16,048$5,951,045dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF40,502$2,314,312dollars as filed
Apple Inc037833100COM9,328$2,071,978dollars as filed
SPY78462F103SHS3,399$1,901,541dollars as filed
Microsoft Corp594918104COM4,418$1,658,393dollars as filed
Philip Morris International Inc.718172109COM8,046$1,277,094dollars as filed
NVIDIA Corp67066G104COM8,342$904,098dollars as filed
EXXON MOBIL CORP30231G102COM5,363$637,804dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock19,818$617,133dollars as filed
Johnson & Johnson478160104COM3,370$558,858dollars as filed
NextEra Energy,Inc.65339F101COM7,807$553,427dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,017$520,405dollars as filed
Bank of America Corp060505104COM12,280$512,428dollars as filed
Merck & Co.,Inc.58933Y105COM5,504$494,057dollars as filed
Chevron Corporation166764100COM2,944$492,479dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV4,354$490,504dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,935$453,918dollars as filed
Amazon.com, Inc023135106COM2,385$453,829dollars as filed
Thermo Fisher Scientific Inc.883556102COM881$438,284dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,015$426,153dollars as filed
Altria Group Inc02209S103COM6,541$392,594dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,429$360,477dollars as filed
Procter & Gamble Co742718109COM2,006$341,838dollars as filed
PepsiCo,Inc.713448108COM2,096$314,280dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,958$305,921dollars as filed
Lowes Companies,Inc.548661107COM1,311$305,880dollars as filed
GLOBE LIFE INC37959E102COM2,209$290,981dollars as filed
FISERV INC337738108COM1,249$275,861dollars as filed
Vanguard Small-Cap Value ETF922908611SHS1,472$274,219dollars as filed
Deere & Company244199105COM536$251,438dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,944$250,639dollars as filed
Home Depot, Inc437076102COM678$248,425dollars as filed
Eli Lilly and Company532457108COM283$233,780dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q761US QUALTY FCTR3,594$202,964dollars as filed
JPMorgan Chase & Co46625H100COM820$201,124dollars as filed
Berkshire Hathaway Inc084670702COM377$201,000dollars as filed
NOMURA HLDGS INC SPONSORED ADR65535H208ADR14,500$89,175dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-25-000215this filing2025-05-12acceptance time not in the bulk data set