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
CHDN
Churchill Downs Inc

Consumer Cyclical
2.1K
+ 3689.47%
$130.35 - $145.0 $274K - $305K
2.16K $292K
PRCT
Procept Bio Robotics Corp

Healthcare
3.55K
+ 6823.08%
$56.31 - $84.99 $200K - $302K
3.6K $288K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 0.04%
$48.08 - $62.04 $433 - $558
22.6K $1.4M
WMG
Warner Music Group Corp.

Communication Services
8.4K
+ 30.66%
$27.51 - $32.17 $231K - $270K
35.8K $1.12M
MELI
Mercadolibre Inc

Consumer Cyclical
126
+ 268.09%
$1591.44 - $2140.1 $201K - $270K
173 $354K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.07K
+ 8.21%
$25.21 - $28.46 $153K - $173K
80K $2.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30
+ 0.76%
$531.86 - $624.21 $16K - $18.7K
3.96K $2.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.39K
+ 2.56%
$71.45 - $75.64 $99.5K - $105K
55.9K $4.2M
LKQ
Lkq Corp

Consumer Cyclical
7.1K
+ 40.8%
$38.47 - $46.03 $273K - $327K
24.5K $978K
HDB
Hdfc Bank LTD

Financial Services
4.02K
New
$58.04 - $66.97 $233K - $269K
4.02K $251K
FIX
Comfort Systems Usa Inc

Industrials
60
+ 2.29%
$292.14 - $396.82 $17.5K - $23.8K
2.68K $1.05M
DELL
Dell Technologies Inc.

Technology
2.55K
+ 92.85%
$87.89 - $145.97 $224K - $372K
5.29K $626K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
11.5K
New
$20.92 - $21.41 $241K - $246K
11.5K $245K
LUMN
Lumen Technologies, Inc.

Communication Services
8.12K
+ 26.14%
$1.03 - $7.28 $8.36K - $59.1K
39.2K $278K
MHO
M/I Homes, Inc.

Consumer Cyclical
134
+ 3.1%
$116.02 - $172.21 $15.5K - $23.1K
4.46K $763K
SWK
Stanley Black & Decker, Inc.

Industrials
7
+ 0.09%
$77.75 - $110.17 $544 - $771
7.67K $845K
IDNA
Ishares Tr Genomics Immunology

ETFs
9.5K
New
$22.86 - $25.49 $217K - $242K
9.5K $233K
CCI
Crown Castle International Corp

Real Estate
7
+ 0.06%
$95.29 - $120.24 $667 - $842
10.9K $1.29M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
9.4K
+ 24.62%
$11.57 - $14.32 $109K - $135K
47.6K $674K
CI
Cigna Corp

Healthcare
635
+ 121.65%
$319.12 - $367.1 $203K - $233K
1.16K $400K
IYF
Ishares Tr

ETFs
1.2K
+ 11.0%
$93.83 - $105.05 $113K - $126K
12.1K $1.26M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.25K
+ 5.41%
$24.06 - $26.97 $78.2K - $87.7K
63.3K $1.7M
SMG
Scotts Miracle Gro CO

Basic Materials
137
+ 1.43%
$61.06 - $86.7 $8.37K - $11.9K
9.71K $842K
PNR
Pentair PLC

Industrials
332
+ 3.76%
$74.39 - $97.79 $24.7K - $32.5K
9.16K $896K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.03K
+ 12.93%
$102.05 - $114.97 $105K - $119K
9.02K $1.04M
WHR
Whirlpool Corp

Consumer Cyclical
2K
New
$90.25 - $112.34 $181K - $225K
2K $214K
PEP
Pepsico Inc

Consumer Defensive
703
+ 3.99%
$161.9 - $179.3 $114K - $126K
18.3K $3.11M
XLY
Select Sector Spdr Consumer Di

ETFs
274
+ 3.32%
$170.05 - $200.86 $46.6K - $55K
8.54K $1.71M
PM
Philip Morris International Inc.

Consumer Defensive
36
+ 0.38%
$101.25 - $127.45 $3.65K - $4.59K
9.5K $1.15M
PODD
Insulet Corp

Healthcare
519
+ 22.07%
$180.69 - $239.01 $93.8K - $124K
2.87K $668K
MFC
Manulife Financial Corp

Financial Services
6.32K
+ 279.57%
$24.13 - $29.63 $153K - $187K
8.58K $253K
NFLX
Netflix Inc

Communication Services
45
+ 0.98%
$598.55 - $722.26 $26.9K - $32.5K
4.62K $3.28M
CSWI
Csw Industrials, Inc.

Industrials
12
+ 0.66%
$263.55 - $370.84 $3.16K - $4.45K
1.82K $667K
ATO
Atmos Energy Corp

Utilities
9
+ 0.11%
$114.08 - $138.75 $1.03K - $1.25K
8.36K $1.16M
MSTR
Microstrategy Inc

Technology
7.89K
+ 832.49%
$114.3 - $1800.09 $902K - $14.2M
8.84K $1.49M
IOT
Samsara Inc.

Technology
146
+ 1.19%
$34.85 - $49.75 $5.09K - $7.26K
12.4K $595K
THO
Thor Industries Inc

Consumer Cyclical
1
+ 0.01%
$91.4 - $109.97 $91.4 - $110
11.1K $1.22M
KO
Coca Cola CO

Consumer Defensive
180
+ 0.87%
$62.69 - $73.01 $11.3K - $13.1K
20.8K $1.49M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.35K
+ 4.45%
$26.06 - $29.18 $61.3K - $68.6K
55.2K $1.6M
BDX
Becton Dickinson & CO

Healthcare
524
+ 7.08%
$221.47 - $242.41 $116K - $127K
7.92K $1.91M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.17K
+ 27.99%
$28.45 - $30.18 $147K - $156K
23.6K $709K
ENB
Enbridge Inc

Energy
4.22K
+ 268.32%
$35.27 - $41.18 $149K - $174K
5.79K $235K
RTX
Raytheon Technologies Corp

Industrials
114
+ 1.42%
$99.55 - $123.34 $11.3K - $14.1K
8.13K $985K
VPU
Vanguard Utilities ETF

ETFs
847
+ 69.71%
$146.64 - $174.54 $124K - $148K
2.06K $358K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
861
+ 276.85%
$194.69 - $239.18 $168K - $206K
1.17K $244K
SITE
Site One Landscape Supply, Inc.

Industrials
4
+ 0.07%
$115.64 - $153.52 $463 - $614
6.04K $911K
TRGP
Targa Resources Corp.

Energy
1.03K
+ 76.72%
$127.86 - $156.46 $131K - $160K
2.36K $349K
OMC
Omnicom Group Inc.

Communication Services
8
+ 0.06%
$87.69 - $103.9 $702 - $831
12.4K $1.28M
PGR
Progressive Corp

Financial Services
96
+ 3.07%
$209.46 - $259.24 $20.1K - $24.9K
3.22K $817K
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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