CDW

Campbell Deegan Wealth Management LLC Portfolio

Invests via Campbell Deegan Wealth Management LLC | Managed by Timothy R. Deegan Jr., Sean C. Campbell

Invests via Campbell Deegan Wealth Management LLC

Managed by Timothy R. Deegan Jr., Sean C. Campbell

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 03:45 PM

Company Profile

A boutique registered investment adviser focused on high-net-worth clients and family-office services, Campbell Deegan Wealth Management LLC provides discretionary portfolio management, financial planning and retirement strategies. The firm typically emphasizes diversified equity and fixed-income allocations, tax-aware wealth transfer and cash-flow modelling, and acts as a fiduciary overlay to coordinate custodial relationships and third‑party managers.

Investment Philosophy & Strategy

A boutique fiduciary wealth manager prioritizing tailored, tax-aware wealth preservation and multi‑generational planning for high‑net‑worth clients. Investment approach blends diversified core equity and fixed‑income allocations with opportunistic alternatives and manager-sleeve outsourcing to control risk and enhance after‑tax returns. Portfolios are managed discretionary with cash‑flow and liability-driven overlays, bespoke asset location, and periodic rebalancing guided by concentrated risk budgets. Capital deployment favors long‑term, income‑oriented securities and low-turnover strategies complemented by tactical adjustments to market dislocations and tax efficiency.

Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.

Gain and growth charts are calculated per selected timeframe:

0.09%

Gain

Monthly

Yearly

0.06%

Drawdown

19.17%

$137.48M

Equity

Holdings

$137.48M

Investment

$116.97M

$20.59M

Profit -$449,981.61

Realized

$76,399.47

Unrealized

$20.51M

Dividends

$2.71M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$449,981.61

Win %

84%

This Week

Compared To Last Week

Gain

0.82%

Profit

$1.12M

Win %

84%

This Month

Compared to last month

Gain

1.39%

Profit

$1.89M

Win %

84%

This Year

Compared to last year

Gain

10.47%

Profit

$13.03M

Win %

83%

Gainers
Losers

MO Altria Group, Inc.

+2.05%

+$10,266

CSCO Cisco Systems, Inc.

+2.05%

+$5,843.73

MRK Merck & Co., Inc.

+2.01%

+$11,875.97

JNJ Johnson & Johnson

+1.64%

+$12,253.64

PM Philip Morris International Inc.

+1.51%

+$23,677.94

XOM Exxon Mobil Corporation

+1.41%

+$10,940.85

CVX Chevron Corporation

+1.37%

+$6,868

ORCL Oracle Corporation

+1.26%

+$2,296.91

LLY Eli Lilly and Company

+1.06%

+$4,593

WMT Walmart Inc.

+0.77%

+$1,557.6

PKW Invesco BuyBack Achievers ETF

+0.72%

+$4,525.76

D Dominion Energy, Inc.

+0.57%

+$2,839.66

NEE NextEra Energy, Inc.

+0.52%

+$3,353.4

JPM JPMorgan Chase & Co.

+0.41%

+$1,216.59

PG Procter & Gamble Co

+0.28%

+$844.2

BAC Bank of America Corporation

+0.25%

+$1,167.77

VTV Vanguard Value ETF

+0.2%

+$48,486.75

AAPL Apple Inc.

+0.14%

+$4,045.49

GL Globe Life Inc.

+0.14%

+$494.78

VYM Vanguard High Dividend Yield ETF

+0.06%

+$186.35

SDY SPDR S&P Dividend ETF

+0.03%

+$63.27

CL Colgate-Palmolive Company

+0.02%

+$41.82

MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR

-3.05%

-$7,087.5

MSFT Microsoft Corp.

-2.26%

-$39,508.92

GOOG Alphabet Inc

-1.86%

-$10,590.86

GOOGL Alphabet Inc

-1.82%

-$19,496.31

ICE Intercontinental Exchange, Inc.

-1.45%

-$5,996.25

VUG Vanguard Growth ETF

-1.44%

-$122,092.5

TMO Thermo Fisher Scientific Inc.

-1.42%

-$6,847.68

NVDA NVIDIA Corporation

-1.41%

-$22,950.69

LOW Lowe's Companies Inc.

-1.12%

-$3,207.6

AVGO Broadcom Inc.

-1.12%

-$2,846.58

AUB Atlantic Union Bankshares Corporation

-1.04%

-$8,661.6

SPY SPDR S&P 500 ETF Trust

-0.72%

-$17,788.8

VTI VANGUARD TOTAL STOCK MKT ETF

-0.71%

-$1,995.02

JVAL JPMorgan U.S. Value Factor ETF

-0.7%

-$1,905.12

SHW The Sherwin-Williams Company

-0.69%

-$11,408.77

PEP PepsiCo, Inc.

-0.67%

-$1,746.54

SPGP Invesco S&P 500 GARP ETF

-0.61%

-$147,094.96

AMZN Amazon.com Inc

-0.6%

-$4,239

JQUA JPMorgan U.S. Quality Factor ETF

-0.51%

-$1,345.69

RSP Invesco S&P 500 Equal Weight ETF

-0.47%

-$2,320.98

HELO JPMorgan Hedged Equity Laddered Overlay ETF

-0.43%

-$78,156.41

JEPI JPMorgan Equity Premium Income Fund

-0.31%

-$18,098.33

FDLO Fidelity Low Volatility Factor ETF

-0.22%

-$51,278.34

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.18%

-$970.9

VIG Vanguard Dividend Appreciation ETF

-0.18%

-$474.73

UJAN Innovator U.S. Equity Ultra Fund

-0.15%

-$10,035.88

BA Boeing Company

-0.01%

-$12.12

Events

Dividends

Dividend Analysis

No Data

Trades 245	Longs Won 182/245 74%	Profit Factor 32.62
Profitability	Shorts Won 0/0 0%	Standard Deviation $413,807.99
Average Win $116,700.8	Best Trade (Jul 17) $4.69M	Sharpe Ratio -12.88
Average Loss -$10,335.4	Worst Trade (Jul 10) -$159,264.8	Z-Score 13.57 (100%)
Commissions $0	Avg. Trade Length 9m 3w 1d	Expectancy $84,034.35

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%	<0.01%
Consecutive Losing Trades	13,333	12,000	10,667	9,333	8,000	6,667	5,333	4,000	2,667	1,333