Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.65K
+ 8.24%
$255.18 - $283.2 $420K - $466K
21.6K $6.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.93K
+ 16.99%
$54.98 - $59.51 $546K - $591K
68.4K $4.07M
MUB
Ishares National Muni Bond ETF

ETFs
3.47K
+ 1.93%
$106.13 - $108.7 $368K - $377K
183K $19.9M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
30K
+ 51.33%
$23.41 - $23.78 $703K - $714K
88.6K $2.1M
GS
Goldman Sachs Group Inc

Financial Services
459
+ 4.02%
$459.02 - $510.25 $211K - $234K
11.9K $5.87M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
28.6K
+ 72.19%
$24.29 - $24.63 $694K - $704K
68.2K $1.67M
BMI
Badger Meter Inc

Technology
1.78K
+ 20.45%
$184.77 - $219.63 $329K - $391K
10.5K $2.29M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.76K
+ 3.3%
$40.45 - $47.24 $112K - $130K
86.5K $4.06M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.34K
+ 383.68%
$162.83 - $179.16 $544K - $598K
4.21K $753K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
357
+ 0.32%
$75.47 - $83.18 $26.9K - $29.7K
110K $9.17M
GLD
Spdr Gold Trust

ETFs
1.19K
+ 12.05%
$215.56 - $246.98 $256K - $294K
11.1K $2.69M
KKR
Kkr & Co. Inc.

Financial Services
3.51K
+ 85.73%
$104.51 - $133.23 $367K - $468K
7.61K $994K
COST
Costco Wholesale Corp

Consumer Defensive
356
+ 5.4%
$801.83 - $917.05 $285K - $326K
6.95K $6.16M
LHX
L3 Harris Technologies, Inc.

Industrials
2.27K
+ 616.58%
$221.96 - $243.27 $504K - $552K
2.64K $627K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.04K
+ 1.8%
$33.74 - $37.96 $102K - $115K
171K $6.43M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.33K
+ 4894.12%
$109.16 - $155.35 $363K - $517K
3.4K $524K
TRU
Trans Union

Industrials
4.9K
New
$72.72 - $106.05 $356K - $520K
4.9K $513K
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.04K
+ 7392.86%
$370.41 - $491.09 $383K - $508K
1.05K $488K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.69K
+ 17.23%
$96.25 - $101.98 $355K - $376K
25.1K $2.54M
ABC
Amerisourcebergen Corp

Healthcare
2.4K
+ 66.5%
N/A
6K $1.11M
OKE
Oneok Inc

Energy
1.03K
+ 2.8%
$78.62 - $95.27 $80.7K - $97.7K
37.7K $3.43M
IEMG
Ishares Inc

ETFs
8.1K
+ 14.85%
$53.64 - $53.64 $435K - $435K
62.6K $3.36M
BP
Bp PLC

Energy
15.8K
+ 117.91%
$30.78 - $37.05 $485K - $584K
29.1K $913K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.97K
+ 10.62%
$95.81 - $109.03 $189K - $215K
20.5K $2.21M
VZ
Verizon Communications Inc

Communication Services
6.39K
+ 20.96%
$38.89 - $45.0 $248K - $287K
36.9K $1.66M
SIVR
Abrdn Silver ETF Trust

ETFs
5.56K
+ 4.62%
$25.48 - $30.77 $142K - $171K
126K $3.74M
IBB
Ishares Biotechnology ETF

ETFs
2.63K
+ 438.17%
$135.09 - $149.47 $355K - $393K
3.23K $470K
GE
General Electric CO

Industrials
491
+ 4.98%
$156.66 - $189.66 $76.9K - $93.1K
10.4K $1.95M
XOM
Exxon Mobil Corp

Energy
1.59K
+ 1.81%
$109.72 - $119.0 $174K - $189K
89.4K $10.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
660
+ 5.96%
$332.02 - $382.76 $219K - $253K
11.7K $4.4M
CRM
Salesforce, Inc.

Technology
166
+ 0.86%
$238.42 - $276.53 $39.6K - $45.9K
19.5K $5.34M
SHW
Sherwin Williams CO

Basic Materials
77
+ 1.97%
$294.65 - $384.0 $22.7K - $29.6K
3.98K $1.52M
FTI
Technip Fmc PLC

Energy
13.3K
+ 4558.42%
$23.46 - $29.5 $311K - $391K
13.6K $355K
BSMU
Invesco Exchange Self Ind Tr

ETFs
15.4K
+ 180.08%
$21.72 - $22.21 $335K - $343K
24K $531K
AXON
Axon Enterprise, Inc.

Industrials
86
+ 2.96%
$286.16 - $399.6 $24.6K - $34.4K
3K $1.2M
KMI
Kinder Morgan, Inc.

Energy
3.55K
+ 3.17%
$19.72 - $22.22 $70.1K - $78.9K
116K $2.55M
ON
On Semiconductor Corp

Technology
4.49K
+ 5157.47%
$66.39 - $78.74 $298K - $353K
4.57K $332K
RNR
Renaissancere Holdings LTD

Financial Services
500
+ 13.1%
$211.47 - $272.21 $106K - $136K
4.32K $1.18M
MEC
Mayville Engineering Company, Inc.

Industrials
12.4K
+ 116.93%
$16.16 - $21.46 $200K - $265K
22.9K $483K
XLV
Select Sector Spdr Fund Health

ETFs
1.43K
+ 13.42%
$143.3 - $157.24 $204K - $224K
12.1K $1.86M
ROAD
Construction Partners, Inc.

Industrials
81
+ 0.39%
$53.22 - $76.29 $4.31K - $6.18K
20.7K $1.44M
TXT
Textron Inc

Industrials
3.39K
+ 4705.56%
$83.46 - $94.02 $283K - $319K
3.46K $306K
ET
Energy Transfer LP

Energy
19K
+ 45.54%
$15.43 - $16.44 $294K - $313K
60.9K $976K
INDA
Ishares Msci India Index Fund

ETFs
4.5K
+ 43.62%
$54.86 - $59.22 $247K - $266K
14.8K $867K
ROKU
Roku, Inc

Communication Services
3.28K
+ 104.53%
$51.67 - $77.48 $169K - $254K
6.42K $479K
V
Visa Inc.

Financial Services
349
+ 2.27%
$253.74 - $291.56 $88.6K - $102K
15.7K $4.33M
GTY
Getty Realty Corp

Real Estate
5.33K
+ 23.28%
$26.57 - $32.57 $142K - $174K
28.2K $897K
AVGO
Broadcom Inc.

Technology
23.5K
+ 893.87%
$136.27 - $1745.86 $3.2M - $41M
26.1K $4.51M
DFIV
Dimensional ETF Tr

ETFs
2.62K
+ 2.99%
$34.66 - $38.38 $90.7K - $100K
90K $3.43M
Activity Summary
Buys All Purchases 988 New Holdings 202 Increased Positions 786 Sells All Sells 685 Reductions 684 Sold out 1 Options Calls 0 Puts 0
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