Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q2 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.75 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12K
+ 4.03%
$18.94 - $21.67 $227K - $260K
309K $6.55M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
94
+ 0.03%
$77.74 - $78.78 $7.31K - $7.41K
336K $26.5M
FDS
Factset Research Systems Inc

Financial Services
337
+ 44.52%
$398.85 - $473.32 $134K - $160K
1.09K $489K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.6K
+ 17.33%
$10.29 - $11.24 $160K - $175K
105K $1.15M
RTX
Raytheon Technologies Corp

Industrials
182
+ 2.11%
$113.75 - $148.48 $20.7K - $27K
8.8K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
829
+ 19.48%
$210.83 - $235.28 $175K - $195K
5.09K $1.13M
EXPD
Expeditors International Of Washington Inc

Industrials
1.34K
+ 45.76%
$102.84 - $122.24 $138K - $164K
4.28K $488K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
32
+ 0.19%
$70.44 - $86.87 $2.25K - $2.78K
17.3K $1.5M
WDAY
Workday, Inc.

Technology
513
+ 45.24%
$210.47 - $274.71 $108K - $141K
1.65K $395K
RGTI
Rigetti Computing, Inc.

Technology
10.2K
New
$7.5 - $14.29 $76.8K - $146K
10.2K $121K
EOG
Eog Resources Inc

Energy
1.36K
+ 24.99%
$104.61 - $129.97 $143K - $177K
6.82K $816K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.13K
+ 1.69%
$22.68 - $23.28 $116K - $119K
309K $7.15M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
1.05K
+ 22.79%
$46.95 - $68.11 $49.1K - $71.2K
5.64K $356K
YUM
Yum Brands Inc

Consumer Cyclical
890
+ 37.44%
$138.36 - $161.45 $123K - $144K
3.27K $484K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.91K
+ 18.42%
$21.9 - $25.54 $63.8K - $74.4K
18.7K $478K
INSM
Insmed Inc

Healthcare
1
+ 0.02%
$64.81 - $105.9 $64.8 - $106
4.15K $417K
PRCT
Procept Bio Robotics Corp

Healthcare
1.76K
+ 35.69%
$48.82 - $65.05 $85.7K - $114K
6.67K $384K
AOA
Ishares Tr Core Aggressive All

ETFs
325
+ 3.22%
$69.46 - $83.4 $22.6K - $27.1K
10.4K $868K
SQ
Block, Inc.

Technology
1.66K
+ 31.06%
N/A
7.02K $401K
ACWI
Ishares Msci Acwi ETF

ETFs
3
+ 0.04%
$103.59 - $128.6 $311 - $386
7.34K $943K
NVO
Novo Nordisk A S

Healthcare
1.4K
+ 7.9%
$58.08 - $81.05 $81.4K - $114K
19.2K $1.32M
EAT
Brinker International, Inc

Consumer Cyclical
16
+ 0.59%
$128.68 - $181.78 $2.06K - $2.91K
2.75K $496K
ABNB
Airbnb, Inc.

Consumer Cyclical
486
+ 25.46%
$105.69 - $140.64 $51.4K - $68.4K
2.4K $316K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
862
+ 25.56%
$100.35 - $100.71 $86.5K - $86.8K
4.23K $426K
USB
Us Bancorp \De\

Financial Services
1.44K
+ 21.75%
$36.4 - $45.76 $52.2K - $65.7K
8.03K $363K
TIXT
Telus International (Cda) Inc.

Technology
23.4K
New
$2.2 - $3.71 $51.4K - $86.8K
23.4K $84K
TRU
Trans Union

Industrials
653
+ 12.19%
$69.26 - $91.89 $45.2K - $60K
6.01K $528K
SLB
Schlumberger Limited

Energy
3.68K
+ 70.37%
$31.95 - $42.2 $118K - $155K
8.91K $300K
BX
Blackstone Inc.

Financial Services
333
+ 10.68%
$120.07 - $151.11 $40K - $50.3K
3.45K $516K
MASI
Masimo Corp

Healthcare
436
+ 14.63%
$144.4 - $171.97 $63K - $75K
3.42K $574K
OWL
Blue Owl Capital Inc.

Financial Services
5.14K
+ 20.11%
$15.9 - $21.16 $81.7K - $109K
30.7K $589K
FDL
First Tr Morningstar Dividend

ETFs
2.1K
+ 29.83%
$38.19 - $43.19 $80.2K - $90.7K
9.14K $382K
AOM
Ishares Tr Core Moderate Alloc

ETFs
704
+ 3.59%
$41.55 - $46.04 $29.3K - $32.4K
20.3K $935K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.49K
+ 1.41%
$24.98 - $25.66 $62.1K - $63.8K
178K $4.57M
FANG
Diamondback Energy, Inc.

Energy
864
+ 36.47%
$119.25 - $161.49 $103K - $140K
3.23K $444K
LPL
Lg Display Co., Ltd.

Technology
19.6K
New
$2.56 - $3.57 $50K - $69.8K
19.6K $66K
VIG
Vanguard Dividend Appreciation

ETFs
344
+ 5.21%
N/A
6.94K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
159
+ 5.95%
$152.42 - $182.82 $24.2K - $29.1K
2.83K $517K
GKOS
Glaukos Corp

Healthcare
416
+ 12.29%
$82.27 - $103.29 $34.2K - $43K
3.8K $392K
IJS
Ishares S&P Smallcap 600 Value

ETFs
130
+ 0.6%
$83.54 - $100.04 $10.9K - $13K
21.8K $2.17M
AVDE
American Centy ETF Tr Avantis

ETFs
4
+ 0.06%
$59.32 - $74.36 $237 - $297
7K $518K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
38
+ 0.68%
$50.48 - $64.85 $1.92K - $2.46K
5.62K $364K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
14
+ 0.59%
$153.22 - $199.8 $2.15K - $2.8K
2.4K $450K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
2K
+ 10.79%
$22.66 - $23.35 $45.3K - $46.7K
20.5K $476K
MPC
Marathon Petroleum Corp

Energy
4
+ 0.19%
$118.55 - $170.08 $474 - $680
2.1K $348K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
200
+ 10.62%
$108.87 - $133.04 $21.8K - $26.6K
2.08K $277K
MO
Altria Group, Inc.

Consumer Defensive
938
+ 9.57%
$55.56 - $60.91 $52.1K - $57.1K
10.7K $629K
YJUN
First Tr Exchange Traded Fd Vi
435
+ 2.86%
$21.32 - $24.75 $9.27K - $10.8K
15.7K $383K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.38%
$224.16 - $285.86 $897 - $1.14K
1.06K $302K
Activity Summary
Buys All Purchases 345 New Holdings 50 Increased Positions 295 Sells All Sells 282 Reductions 282 Sold out 0 Options Calls 0 Puts 0
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