Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.75 Billion distributed in 683 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $196M, Ishares Core Dividend Growth E with a value of $114M, Vanguard Mid Cap Growth Index with a value of $101M, Vanguard Mid Cap Value Index F with a value of $89M, and Ishares Core S&P 500 ETF with a value of $74.2M.

Examining the 13F form we can see an increase of $221M in the current position value, from $2.53B to 2.75B.

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is based out at Omaha, NE

Below you can find more details about Nelson, Van Denburg & Campbell Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.75 Billion
ETFs: $2.07 Billion
Technology: $185 Million
Financial Services: $142 Million
Industrials: $59.4 Million
Healthcare: $59.3 Million
Consumer Cyclical: $57.7 Million
Communication Services: $55.4 Million
Consumer Defensive: $31 Million
Other: $40.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$196 Million 7.14% of portfolio
447,094
Q2 2025 Added 0.4%
$0
$114 Million 4.15% of portfolio
1,783,116
Q2 2025 Added 0.97%
$0
$101 Million 3.69% of portfolio
356,256
Q2 2025 Reduced 1.0%
$0
$89 Million 3.24% of portfolio
541,297
Q2 2025 Added 0.62%
$0
$74.2 Million 2.7% of portfolio
119,522
Q2 2025 Added 0.06%
$0
$69.5 Million 2.53% of portfolio
1,061,689
Q2 2025 Added 4.7%
$622B
$59.4 Million 2.16% of portfolio
122,363
Q2 2025 Reduced 0.49%
$0
$51 Million 1.86% of portfolio
635,237
Q2 2025 Added 3.62%
$0
$48.5 Million 1.76% of portfolio
2,591,993
Q2 2025 Reduced 0.24%
$0
$47.7 Million 1.74% of portfolio
2,426,509
Q2 2025 Added 0.23%
$0
$42.3 Million 1.54% of portfolio
2,557,892
Q2 2025 Added 4.87%
$416B
$40.8 Million 1.49% of portfolio
258,204
Q2 2025 Added 8.43%
$0
$39.8 Million 1.45% of portfolio
70,150
Q2 2025 Added 2.52%
$3.45T
$38.8 Million 1.41% of portfolio
188,913
Q2 2025 Added 1.85%
$0
$37.6 Million 1.37% of portfolio
135,851
Q2 2025 Added 0.89%
$0
$36.1 Million 1.31% of portfolio
203,980
Q2 2025 Reduced 0.16%
$0
$33.1 Million 1.21% of portfolio
450,175
Q2 2025 Reduced 7.15%
$0
$32.4 Million 1.18% of portfolio
619,361
Q2 2025 Added 2.01%
$0
$32.5 Million 1.18% of portfolio
137,218
Q2 2025 Added 13.81%
$0
$30.1 Million 1.1% of portfolio
389,373
Q2 2025 Added 0.38%
$0
$29.9 Million 1.09% of portfolio
328,454
Q2 2025 Added 23.66%
$0
$29 Million 1.06% of portfolio
521,095
Q2 2025 Added 2.52%
$3.77T
$28.6 Million 1.04% of portfolio
57,437
Q2 2025 Added 11.33%
$0
$27.2 Million 0.99% of portfolio
404,359
Q2 2025 Reduced 0.93%
$0
$26.5 Million 0.97% of portfolio
198,851
Q2 2025 Added 28.87%
$0
$26.5 Million 0.96% of portfolio
336,178
Q2 2025 Added 0.03%
$0
$26 Million 0.95% of portfolio
42,076
Q2 2025 Added 2.46%
$0
$26 Million 0.95% of portfolio
248,997
Q2 2025 Added 25.35%
$0
$25.6 Million 0.93% of portfolio
69,827
Q2 2025 Reduced 0.89%
$0
$24.4 Million 0.89% of portfolio
221,662
Q2 2025 Added 0.83%
$0
$24.2 Million 0.88% of portfolio
292,186
Q2 2025 Added 6.56%
$0
$21.4 Million 0.78% of portfolio
801,630
Q2 2025 Added 2.61%
$0
$21.2 Million 0.77% of portfolio
496,579
Q2 2025 Added 2.4%
$0
$21.1 Million 0.77% of portfolio
426,946
Q2 2025 Added 1.58%
$0
$21.1 Million 0.77% of portfolio
863,939
Q2 2025 Added 2.83%
$0
$20.1 Million 0.73% of portfolio
844,089
Q2 2025 Reduced 16.57%
$2.32T
$19.3 Million 0.7% of portfolio
88,088
Q2 2025 Added 19.44%
$0
$18.1 Million 0.66% of portfolio
92,876
Q2 2025 Reduced 0.81%
$0
$17.8 Million 0.65% of portfolio
135,528
Q2 2025 Added 8.65%
$0
$16.2 Million 0.59% of portfolio
326,735
Q2 2025 Added 1.27%
$1.58T
$15.5 Million 0.57% of portfolio
21,047
Q2 2025 Added 15.48%
$0
$13.1 Million 0.48% of portfolio
57,620
Q2 2025 Added 2.68%
$0
$13.3 Million 0.48% of portfolio
223,152
Q2 2025 Added 124.76%
$0
$12.4 Million 0.45% of portfolio
242,992
Q2 2025 Reduced 21.36%
$0
$12.1 Million 0.44% of portfolio
222,675
Q2 2025 Added 4.53%
$0
$12 Million 0.44% of portfolio
39,466
Q2 2025 Reduced 0.87%
$0
$11.9 Million 0.43% of portfolio
42,625
Q2 2025 Added 3.74%
$0
$11.9 Million 0.43% of portfolio
124,877
Q2 2025 Added 615.5%
$642B
$11.7 Million 0.43% of portfolio
53,648
Q2 2025 Added 4.86%

Summary

  • Portfolio
  • No. of Stocks 683
  • Current Value $2.75 Billion
  • Prior Value $2.53 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 50 stocks
  • Additional Purchases 295 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 282 stocks
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