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: 8 hours ago

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:

15.13%

Gain -0.51%

Monthly

0.83%

Yearly

10.41%

Drawdown

16.69%

$135.21M

Equity

Holdings

$135.21M

Investment

$116.62M

$18.73M

Profit -$733,442.32

Realized

$132,349.57

Unrealized

$18.59M

Dividends

$2.29M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.51%

Profit

-$733,442.32

Win %

80%

This Week

Compared To Last Week

Gain

-0.38%

Profit

-$515,336.81

Win %

80%

This Month

Compared to last month

Gain

-0.38%

Profit

-$515,336.81

Win %

80%

This Year

Compared to last year

Gain

2.63%

Profit

$3.93M

Win %

79%

Gainers
Losers

WMT Walmart Inc.

+3.43%

+$6,828.8

XOM Exxon Mobil Corporation

+2.11%

+$16,811.6

LLY Eli Lilly and Company

+1.76%

+$6,945.12

MO Altria Group, Inc.

+1.68%

+$7,939.04

MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR

+1.44%

+$2,887.5

PM Philip Morris International Inc.

+1.43%

+$20,531.92

SHW The Sherwin-Williams Company

+1.23%

+$17,714.27

CVX Chevron Corporation

+1.19%

+$6,092.77

LOW Lowe's Companies Inc.

+0.5%

+$1,372.79

PEP PepsiCo, Inc.

+0.38%

+$1,014.12

JNJ Johnson & Johnson

+0.31%

+$2,097.2

JEPI JPMorgan Equity Premium Income Fund

+0.13%

+$7,239.33

GL Globe Life Inc.

+0.11%

+$304.48

VTV Vanguard Value ETF

+0.01%

+$1,089.59

JPM JPMorgan Chase & Co.

ORCL Oracle Corporation

-5.76%

-$20,599.04

CL Colgate-Palmolive Co

-3.86%

-$9,507.08

NVDA NVIDIA Corporation

-3.55%

-$62,037.36

AUB Atlantic Union Bankshares Corporation

-3.49%

-$25,311.12

BA Boeing Company

-3.24%

-$8,544.6

MSFT Microsoft Corp.

-3.11%

-$59,764.32

ICE Intercontinental Exchange, Inc.

-2.76%

-$11,480.62

AMZN Amazon.com Inc

-2.53%

-$18,369

TMO Thermo Fisher Scientific Inc.

-1.66%

-$7,113.74

AAPL Apple Inc.

-1.57%

-$42,073.98

D Dominion Energy, Inc.

-1.5%

-$6,926

VUG Vanguard Growth ETF

-1.22%

-$107,441.4

CSCO Cisco Systems, Inc.

-1.17%

-$3,904.5

DIA SPDR Dow Jones Industrial Average ETF Trust

-1.14%

-$5,988.92

FDLO Fidelity Low Volatility Factor ETF

-0.9%

-$208,421.64

GOOGL Alphabet Inc

-0.79%

-$8,631.48

GOOG Alphabet Inc

-0.76%

-$4,368.52

MRK Merck & Co., Inc.

-0.73%

-$3,927.85

VTI VANGUARD TOTAL STOCK MKT ETF

-0.73%

-$2,074.8

SPY SPDR S&P 500 ETF Trust

-0.72%

-$17,788.8

SPGP Invesco S&P 500 GARP ETF

-0.59%

-$137,417.66

AVGO Broadcom Inc.

-0.49%

-$1,593.54

NEE-PN NextEra Energy, Inc. Series N J

-0.47%

-$801.9

VYM Vanguard High Dividend Yield ETF

-0.45%

-$1,454.89

RSP Invesco S&P 500 Equal Weight ETF

-0.4%

-$1,907.34

PKW Invesco BuyBack Achievers ETF

-0.38%

-$2,324.05

PG Procter & Gamble Co

-0.26%

-$743.7

JVAL JPMorgan U.S. Value Factor ETF

-0.26%

-$705.13

VIG Vanguard Dividend Appreciation ETF

-0.22%

-$580.84

HELO JPMorgan Hedged Equity Laddered Overlay ETF

-0.21%

-$37,091.18

UJAN Innovator U.S. Equity Ultra Fund

-0.17%

-$11,284.73

JQUA JPMorgan U.S. Quality Factor ETF

-0.15%

-$400.07

SDY SPDR S&P Dividend ETF

-0.13%

-$281.2

BAC Bank of America Corporation

-0.11%

-$452.04

Events

Dividends

Dividend Analysis

No Data

Trades 245	Longs Won 174/245 71%	Profit Factor 25.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $377,653.45
Average Win $112,035.42	Best Trade (Jun 03) $4.18M	Sharpe Ratio -11.82
Average Loss -$10,806.8	Worst Trade (Jun 02) -$166,249.24	Z-Score 9.91 (100%)
Commissions $0	Avg. Trade Length 8m 2w 6d	Expectancy $76,436.25

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	12,500	11,250	10,000	8,750	7,500	6,250	5,000	3,750	2,500	1,250