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
FTHI
First Trust Exchange Traded Fd

ETFs
6.01K
+ 11.68%
$21.47 - $23.16 $129K - $139K
57.5K $1.32M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
10.4K
+ 25.4%
$12.25 - $13.1 $127K - $136K
51.3K $671K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.6K
+ 2.98%
$62.4 - $62.4 $225K - $225K
124K $7.76M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.1K
+ 12.22%
$19.2 - $19.63 $136K - $139K
65.3K $1.28M
RRX
Regal Rexnord Corp

Industrials
474
+ 17.5%
$132.18 - $174.25 $62.7K - $82.6K
3.18K $527K
EPD
Enterprise Products Partners L.P.

Energy
5.5K
+ 46.18%
$27.88 - $30.0 $153K - $165K
17.4K $506K
WWD
Woodward, Inc.

Industrials
1K
+ 24.78%
$151.73 - $187.23 $152K - $187K
5.04K $863K
SHEL
Shell PLC

Energy
2.54K
+ 214.37%
$65.65 - $73.28 $166K - $186K
3.72K $245K
CNQ
Canadian Natural Resources LTD

Energy
5.98K
+ 37.34%
$31.97 - $37.41 $191K - $224K
22K $730K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
133
+ 2.93%
$107.74 - $140.72 $14.3K - $18.7K
4.67K $654K
DIS
Walt Disney CO

Communication Services
3.21K
+ 6.49%
$85.6 - $98.61 $275K - $316K
52.6K $5.06M
FOUR
Shift4 Payments, Inc.

Technology
1.13K
+ 31.88%
$61.26 - $88.65 $69.2K - $100K
4.68K $414K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.91K
+ 150.78%
$53.01 - $82.74 $154K - $241K
4.85K $313K
PLTR
Palantir Technologies Inc.

Technology
1.97K
+ 30.05%
$24.09 - $37.95 $47.5K - $74.8K
8.53K $317K
GILD
Gilead Sciences, Inc.

Healthcare
108
+ 1.16%
$66.59 - $83.99 $7.19K - $9.07K
9.42K $789K
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 0.2%
$434.77 - $502.96 $13K - $15.1K
14.9K $7.3M
LMT
Lockheed Martin Corp

Industrials
15
+ 1.27%
$460.3 - $584.56 $6.9K - $8.77K
1.2K $701K
EWC
Ishares Msci Canada ETF

ETFs
3.58K
New
$36.52 - $41.67 $131K - $149K
3.58K $148K
DAL
Delta Air Lines, Inc.

Industrials
2.36K
+ 29.66%
$37.32 - $51.8 $87.9K - $122K
10.3K $523K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.3K
+ 9.85%
$44.07 - $50.57 $57.1K - $65.5K
14.4K $730K
VFH
Vanguard Financial ETF

ETFs
1.27K
+ 190.66%
$99.27 - $111.21 $126K - $141K
1.93K $212K
CEIX
Consol Energy Inc.

Energy
1.38K
New
$88.45 - $107.31 $122K - $149K
1.38K $144K
MASI
Masimo Corp

Healthcare
812
+ 16.51%
$104.79 - $133.77 $85.1K - $109K
5.73K $763K
CNI
Canadian National Railway CO

Industrials
1.23K
+ 103.44%
$110.1 - $123.65 $136K - $153K
2.43K $284K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
7.87K
+ 8.62%
$11.31 - $11.96 $89K - $94.1K
99.1K $1.19M
ASND
Ascendis Pharma A/S

Healthcare
240
+ 3.01%
$113.0 - $153.43 $27.1K - $36.8K
8.21K $1.23M
FCX
Freeport Mcmoran Inc

Basic Materials
1.03K
+ 1.57%
$39.52 - $51.92 $40.9K - $53.7K
66.9K $3.34M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.81K
+ 3166.67%
$69.16 - $76.64 $125K - $138K
1.86K $139K
RSG
Republic Services, Inc.

Industrials
357
+ 3.67%
$189.34 - $208.21 $67.6K - $74.3K
10.1K $2.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.1K
+ 12.89%
$84.81 - $93.54 $93.1K - $103K
9.62K $883K
HAS
Hasbro, Inc.

Consumer Cyclical
6
+ 0.06%
$56.54 - $72.32 $339 - $434
9.61K $694K
TT
Trane Technologies PLC

Industrials
183
+ 18.25%
$314.21 - $388.71 $57.5K - $71.1K
1.19K $461K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.1K
+ 46.75%
$33.62 - $38.33 $104K - $119K
9.73K $366K
EMB
Ishares Tr

ETFs
1.05K
+ 15.65%
$87.75 - $93.74 $91.8K - $98.1K
7.73K $723K
MNST
Monster Beverage Corp

Consumer Defensive
1.52K
+ 6.82%
$45.01 - $52.47 $68.4K - $79.7K
23.8K $1.24M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
5.58K
+ 35.46%
$19.92 - $20.67 $111K - $115K
21.3K $438K
TW
Tradeweb Markets Inc.

Financial Services
492
+ 14.03%
$104.25 - $123.67 $51.3K - $60.8K
4K $494K
BEN
Franklin Resources Inc

Financial Services
6.02K
New
$19.13 - $23.97 $115K - $144K
6.02K $121K
WFC
Wells Fargo & Company

Financial Services
5.1K
+ 8.89%
$51.58 - $60.97 $263K - $311K
62.5K $3.53M
RY
Royal Bank Of Canada

Financial Services
705
+ 39.61%
$105.65 - $124.73 $74.5K - $87.9K
2.49K $309K
DAC
Danaos Corp

Industrials
1.4K
+ 297.87%
$75.79 - $92.49 $106K - $129K
1.87K $162K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
4.84K
+ 37.93%
$20.71 - $21.69 $100K - $105K
17.6K $381K
DFAT
Dimensional ETF Tr U S Target

ETFs
9
+ 0.03%
$51.0 - $57.07 $459 - $514
29.9K $1.66M
MNDY
Monday.Com Ltd.

Technology
67
+ 2.63%
$202.41 - $281.64 $13.6K - $18.9K
2.61K $725K
BSX
Boston Scientific Corp

Healthcare
436
+ 3.89%
$72.96 - $84.0 $31.8K - $36.6K
11.6K $974K
IYW
Ishares Dj Us Tech ETF

ETFs
720
+ 48.42%
$133.16 - $158.73 $95.9K - $114K
2.21K $334K
ITA
Ishares Tr

ETFs
390
+ 13.15%
$131.58 - $149.64 $51.3K - $58.4K
3.36K $502K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
113
+ 0.13%
$41.95 - $43.42 $4.74K - $4.91K
85.1K $3.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
490
+ 2.17%
$85.48 - $98.39 $41.9K - $48.2K
23.1K $2.23M
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
Track This Portfolio

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

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email