Campbell-Deegan-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "LOW",
  "AUB",
  "D",
  null,
  "HD",
  "ICE",
  null,
  null,
  "MSFT",
  "PEP",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  "NMR",
  "TMO",
  null,
  "GL",
  "VYM",
  "FI",
  "AMZN",
  null,
  "VUG",
  "VBR",
  "VTV",
  "DIA",
  "BAC",
  "BRK-B",
  "CVX",
  "DE",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 41
Total Value: 86929267
Accession Number: 0001765380-25-000215
Form Type: 13F-HR
CIK: campbell-deegan-wealth-management
Manager Name: Campbell-Deegan-Wealth-Management

Data Enrichment

85% identified

35 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

41 positions • $86.9M total value

41 positions • $86.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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NOMURA HOLDINGS INC

Shares:14.5K

Value:$89.2K

% of Portfolio:0.1% ($89.2K/$86.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NOMURA HOLDINGS INC(NMRcusip65535H208)	14.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$89.2K	0.1% ($89.2K/$86.9M)	QoQ +6.21% (+$5.2K) YoY-