StockDriftsStockDriftsTop 49 Campbell Deegan Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 17.18% | 109.0K | $21.4M | +0.76%(+825) | $172.94(+26.73%) | 2026-03-31 | |
| FDLO | FIDELITY COVINGTON TRUST | 17.17% | 330.8K | $21.4M | +0.14%(+468) | $61.20(+14.39%) | 2026-03-31 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 16.74% | 193.5K | $20.8M | -0.04%(-84) | $104.90(+18.57%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 13.6% | 264.9K | $16.9M | +4.38%(+11.12K) | $62.15(+8.75%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.71% | 16.3K | $7.1M | -1.54%(-255) | $66.26(+29.04%) | 2026-03-31 | |
| UJAN | INNOVATOR ETFS TRUST | 5.14% | 150.5K | $6.4M | +84.95%(+69.11K) | $42.78(+5.91%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.71% | 103.4K | $5.9M | +5.30%(+5.20K) | $57.33(-1.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.74% | 8.5K | $2.2M | -1.31%(-113) | $232.34(+32.83%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.71% | 3.3K | $2.1M | -3.99%(-136) | $579.91(+28.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.3% | 4.4K | $1.6M | +1.18%(+51) | $426.14(-8.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.50% | +20.79% |
| Top 20 Holdings Unweighted | +13.38% | +45.74% |
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