Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
222
+ 1.33%
$183.23 - $199.79 $40.7K - $44.4K
16.9K $3.13M
MPC
Marathon Petroleum Corp

Energy
71
+ 3.38%
$131.65 - $174.84 $9.35K - $12.4K
2.17K $302K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
177
+ 2.49%
$64.85 - $73.04 $11.5K - $12.9K
7.28K $476K
CDW
Cdw Corp

Technology
9
+ 1.09%
$171.49 - $225.64 $1.54K - $2.03K
837 $145K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
70
+ 1.16%
$26.39 - $35.74 $1.85K - $2.5K
6.09K $163K
ITB
Ishares Tr

ETFs
73
+ 3.03%
$103.31 - $129.34 $7.54K - $9.44K
2.49K $257K
CTVA
Corteva, Inc.

Basic Materials
47
+ 0.16%
$55.21 - $64.13 $2.59K - $3.01K
28.7K $1.63M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.23K
+ 3.97%
$80.13 - $83.77 $580K - $606K
189K $15.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.44K
+ 170.81%
$25.79 - $80.4 $243K - $759K
15K $390K
PANW
Palo Alto Networks Inc

Technology
167
+ 31.21%
$181.96 - $405.9 $30.4K - $67.8K
702 $127K
BHP
Bhp Group LTD

Basic Materials
110
+ 2.13%
$48.78 - $62.43 $5.37K - $6.87K
5.29K $258K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.14K
+ 4.96%
$24.25 - $26.7 $76.2K - $83.9K
66.5K $1.63M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
36.7K
+ 100.75%
$22.02 - $46.16 $807K - $1.69M
73K $1.61M
OTEX
Open Text Corp

Technology
4.6K
+ 11.48%
$27.37 - $34.05 $126K - $157K
44.7K $1.26M
XLU
Utilities Sector Spdr

ETFs
198
+ 1.21%
$74.89 - $82.93 $14.8K - $16.4K
16.6K $1.26M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.26K
+ 4.1%
$26.18 - $28.77 $59.1K - $65K
57.4K $1.53M
PCVX
Vaxcyte, Inc.

Healthcare
1.12K
+ 21.08%
$80.97 - $117.93 $91K - $133K
6.46K $528K
SIVR
Abrdn Silver ETF Trust

ETFs
6.84K
+ 5.43%
$27.61 - $33.22 $189K - $227K
133K $3.66M
DFIV
Dimensional ETF Tr

ETFs
4.31K
+ 4.79%
$34.86 - $37.97 $150K - $164K
94.3K $3.34M
CSL
Carlisle Companies Inc

Industrials
1
+ 0.1%
$368.67 - $480.91 $369 - $481
1.03K $379K
LMT
Lockheed Martin Corp

Industrials
61
+ 5.08%
$479.66 - $614.62 $29.3K - $37.5K
1.26K $612K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
220
+ 0.88%
$96.64 - $101.23 $21.3K - $22.3K
25.3K $2.45M
WING
Wingstop Inc.

Consumer Cyclical
226
+ 19.25%
$281.09 - $422.95 $63.5K - $95.6K
1.4K $397K
FTCS
First Trust Capital Strength E

ETFs
520
+ 1.04%
$87.62 - $94.03 $45.6K - $48.9K
50.7K $4.46M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.08K
+ 2.59%
$26.16 - $28.82 $54.3K - $59.8K
82.1K $2.15M
XRAY
Dentsply Sirona Inc.

Healthcare
6K
+ 21.13%
$17.26 - $26.12 $104K - $157K
34.4K $652K
GD
General Dynamics Corp

Industrials
9
+ 0.29%
$260.28 - $314.03 $2.34K - $2.83K
3.08K $811K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
268
+ 29.07%
$701.85 - $1046.91 $188K - $281K
1.19K $847K
ELV
Elevance Health, Inc.

Healthcare
122
+ 10.36%
$365.96 - $514.62 $44.6K - $62.8K
1.3K $480K
ICF
Ishares Tr

ETFs
155
+ 0.62%
$58.8 - $66.61 $9.11K - $10.3K
25.2K $1.52M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
138K
+ 104.78%
$22.63 - $47.53 $3.12M - $6.56M
270K $6.12M
CCI
Crown Castle International Corp

Real Estate
1.78K
+ 16.34%
$89.78 - $119.11 $160K - $212K
12.7K $1.15M
SHW
Sherwin Williams CO

Basic Materials
63
+ 1.58%
$338.75 - $399.71 $21.3K - $25.2K
4.04K $1.37M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.93K
+ 1.1%
$24.94 - $26.14 $48.2K - $50.5K
178K $4.45M
KO
Coca Cola CO

Consumer Defensive
691
+ 3.32%
$61.74 - $71.71 $42.7K - $49.6K
21.5K $1.34M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.43K
+ 3.9%
$60.13 - $67.31 $85.9K - $96.2K
38K $2.31M
OPCH
Option Care Health, Inc.

Healthcare
1.17K
+ 4.8%
$21.74 - $31.64 $25.3K - $36.9K
25.5K $590K
OMC
Omnicom Group Inc.

Communication Services
520
+ 4.2%
$85.82 - $105.47 $44.6K - $54.8K
12.9K $1.11M
GE
General Electric CO

Industrials
318
+ 3.07%
$159.95 - $194.23 $50.9K - $61.8K
10.7K $1.78M
LLY
Eli Lilly & CO

Healthcare
414
+ 8.56%
$727.2 - $932.06 $301K - $386K
5.25K $4.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77.7K
+ 101.59%
$18.41 - $40.87 $1.43M - $3.17M
154K $2.85M
VNQI
Vanguard Global Ex U.S. Real

ETFs
7.88K
+ 9.11%
$39.22 - $47.52 $309K - $375K
94.4K $3.73M
NVO
Novo Nordisk A S

Healthcare
2.51K
+ 13.88%
$85.0 - $120.04 $213K - $301K
20.6K $1.77M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.23K
+ 3.27%
$20.55 - $23.26 $190K - $215K
291K $6.14M
MU
Micron Technology Inc

Technology
2.14K
+ 6.96%
$84.16 - $113.41 $180K - $243K
32.9K $2.77M
SCHG
Schwab Strategic Tr Us Large C

ETFs
83.4K
+ 212.0%
$25.93 - $105.3 $2.16M - $8.78M
123K $3.42M
FCX
Freeport Mcmoran Inc

Basic Materials
2.51K
+ 3.76%
$38.08 - $50.82 $95.7K - $128K
69.4K $2.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.76K
+ 0.79%
$51.09 - $55.27 $243K - $263K
604K $30.9M
VEA
Vanguard Ftse Developed Market

ETFs
28.6K
+ 5.2%
$47.57 - $52.44 $1.36M - $1.5M
579K $27.7M
Activity Summary
Buys All Purchases 1151 New Holdings 268 Increased Positions 883 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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