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
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.
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.
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:
27.13%
Gain +0.18%
Monthly
1.14%
Yearly
14.58%
Drawdown
17.17%
$139.44M
Equity
Holdings
$139.44M
Investment
$116.97M
$22.52M
Profit +$180,951.04
Realized
$57,774.13
Unrealized
$22.47M
Dividends
$3.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.18%
Profit
$180,951.04
Win %
83%
This Week
Compared To Last Week
Gain
0.69%
Profit
$958,298.6
Win %
83%
This Month
Compared to last month
Gain
1.19%
Profit
$1.64M
Win %
83%
This Year
Compared to last year
Gain
12.04%
Profit
$14.98M
Win %
80%
AVGO Broadcom Inc.
+4.67%
+$11,532.73 
CSCO Cisco Systems, Inc.
+2.97%
+$8,733.07 
ORCL Oracle Corporation
+2.53%
+$5,281.43 
LOW Lowe's Companies Inc.
+1.89%
+$4,488 
PG Procter & Gamble Co
+1.67%
+$4,884.3 
AMZN Amazon.com Inc
+1.57%
+$11,190.99 
WMT Walmart Inc.
+1.57%
+$2,904 
MSFT Microsoft Corp.
+1.33%
+$30,448.48 
LLY Eli Lilly and Company
+1.29%
+$5,483.38 
XOM Exxon Mobil Corporation
+1.18%
+$10,353.78 
SHW The Sherwin-Williams Company
+1.18%
+$18,401.3 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.15%
+$2,782.5 
CL Colgate-Palmolive Company
+1.15%
+$2,760.12 
NEE NextEra Energy, Inc.
+1.09%
+$6,050.7 
ICE Intercontinental Exchange, Inc.
+1.01%
+$4,519.15 
CVX Chevron Corporation
+1%
+$5,603.2 
MRK Merck & Co., Inc.
+0.97%
+$6,238.4 
MO Altria Group, Inc.
+0.96%
+$4,448.6 
GL Globe Life Inc.
+0.92%
+$2,911.59 
VYM Vanguard High Dividend Yield ETF
+0.85%
+$2,650.69 
VIG Vanguard Dividend Appreciation ETF
+0.71%
+$1,876.57 
VUG Vanguard Growth ETF
+0.71%
+$63,976.67 
D Dominion Energy, Inc.
+0.67%
+$2,839.66 
SPY SPDR S&P 500 ETF Trust
+0.64%
+$16,088.33 
FDLO Fidelity Low Volatility Factor ETF
+0.63%
+$148,872.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.58%
+$1,672 
PM Philip Morris International Inc.
+0.56%
+$8,775.74 
JNJ Johnson & Johnson
+0.55%
+$4,194.43 
VTV Vanguard Value ETF
+0.53%
+$125,848.73 
RSP Invesco S&P 500 Equal Weight ETF
+0.51%
+$2,493.33 
SPGP Invesco S&P 500 GARP ETF
+0.47%
+$110,321.22 
NVDA NVIDIA Corporation
+0.44%
+$8,263.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.43%
+$2,258.62 
JQUA JPMorgan U.S. Quality Factor ETF
+0.4%
+$1,091.1 
SDY SPDR S&P Dividend ETF
+0.38%
+$787.35 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.36%
+$66,234.25 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$20,166.71 
JVAL JPMorgan U.S. Value Factor ETF
+0.31%
+$846.72 
BAC Bank of America Corporation
+0.13%
+$527.38 
GOOGL Alphabet Inc
+0.11%
+$1,146.84 
UJAN Innovator U.S. Equity Ultra Fund
+0.05%
+$3,761.57 
TMO Thermo Fisher Scientific Inc.
-2.2%
-$13,225.18 
BA Boeing Company
-0.83%
-$1,945.26 
JPM JPMorgan Chase & Co.
-0.26%
-$760.37 
AUB Atlantic Union Bankshares Corporation
-0.25%
-$1,828.56 
PEP PepsiCo, Inc.
-0.11%
-$253.53 
PKW Invesco BuyBack Achievers ETF
-0.07%
-$482.35 
GOOG Alphabet Inc
-0.07%
-$402.98 
AAPL Apple Inc.
-0.01%
-$255.6 Events
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Dividends
Dividend Analysis
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| Trades 245 | Longs Won 181/245 73% | Profit Factor 31.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $428,377.12 |
| Average Win $128,484.4 | Best Trade (Aug 17) $5.46M | Sharpe Ratio -12.87 |
| Average Loss -$11,442.78 | Worst Trade (Aug 02) -$126,707.51 | Z-Score 13.11 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $91,931.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,517 | $2.1M | $2.83M | - | $735,084.45 | 35.01% | -0.009% |
| AMZN Amazon.com Inc | 2,826 | $619,654.52 | $721,647.36 | - | $101,992.84 | 16.46% | +1.575% |
| AUB Atlantic Union Bankshares Corporation | 19,248 | $729,114.4 | $736,524.72 | - | $7,410.32 | 1.02% | -0.248% |
| AVGO Broadcom Inc. | 681 | $234,072.03 | $258,402.04 | - | $24,330.01 | 10.39% | +4.672% |
| BA Boeing Company | 1,212 | $253,853.27 | $231,631.38 | - | -$22,221.89 | -8.75% | -0.833% |
| BAC Bank of America Corporation | 7,534 | $327,235.95 | $407,363.38 | - | $80,127.43 | 24.49% | +0.13% |
| CL Colgate-Palmolive Company | 2,788 | $237,654 | $243,057.84 | - | $5,403.84 | 2.27% | +1.149% |
| CSCO Cisco Systems, Inc. | 2,603 | $201,964 | $302,403.52 | - | $100,439.52 | 49.73% | +2.974% |
| CVX Chevron Corporation | 2,720 | $395,021.49 | $567,201.6 | - | $172,180.11 | 43.59% | +0.998% |
| D Dominion Energy, Inc. | 6,926 | $377,003.2 | $425,464.18 | - | $48,460.98 | 12.85% | +0.672% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,022 | $435,247.89 | $525,635.04 | - | $90,387.15 | 20.77% | +0.432% |
| FDLO Fidelity Low Volatility Factor ETF | 330,828 | $20.16M | $23.85M | - | $3.69M | 18.3% | +0.628% |
| GL Globe Life Inc. | 1,903 | $212,251.24 | $318,657.35 | - | $106,406.11 | 50.13% | +0.922% |
| GOOG Alphabet Inc | 1,612 | $317,233.29 | $553,850.96 | - | $236,617.67 | 74.59% | -0.073% |
| GOOGL Alphabet Inc | 3,018 | $590,426.83 | $1.05M | - | $456,366.47 | 77.29% | +0.11% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 264,937 | $16.61M | $18.53M | - | $1.92M | 11.53% | +0.359% |
| ICE Intercontinental Exchange, Inc. | 2,925 | $467,568.14 | $449,557.87 | - | -$18,010.27 | -3.85% | +1.015% |
| JEPI JPMorgan Equity Premium Income Fund | 103,419 | $5.91M | $5.84M | - | -$65,699.35 | -1.11% | +0.346% |
| JNJ Johnson & Johnson | 2,996 | $437,096.22 | $761,972.68 | - | $324,876.46 | 74.33% | +0.554% |
| JPM JPMorgan Chase & Co. | 869 | $211,303.78 | $288,077.84 | - | $76,774.06 | 36.33% | -0.263% |
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FAQ
Which stocks have generated the highest profits for Campbell Deegan Wealth Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $734,012.61, JPMorgan Equity Premium Income Fund - $599,514.92, Fidelity Low Volatility Factor ETF - $536,733.59, Invesco S&P 500 GARP ETF - $351,497.17, and JPMorgan Hedged Equity Laddered Overlay ETF - $140,662.62. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Fiserv, Inc - $41,236, The Home Depot, Inc - $34,514.17, Oracle Corporation - $33,345.13, Berkshire Hathaway Inc - $27,590.51, and Matson Inc - $24,554.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Campbell Deegan Wealth Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.06M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $734,012.61, JPMorgan Equity Premium Income Fund - $599,514.92, Fidelity Low Volatility Factor ETF - $536,733.59, Invesco S&P 500 GARP ETF - $351,266.99, and JPMorgan Hedged Equity Laddered Overlay ETF - $140,662.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Campbell Deegan Wealth Management LLC's monthly returns?
Campbell Deegan Wealth Management LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Campbell Deegan Wealth Management LLC's strategy be considered aggressive or moderate?
Campbell Deegan Wealth Management LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Campbell Deegan Wealth Management LLC's strategy?
Campbell Deegan Wealth Management LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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