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
DPZ
Dominos Pizza Inc

Consumer Cyclical
278
+ 155.31%
$402.52 - $505.35 $112K - $140K
457 $196K
WM
Waste Management Inc

Industrials
566
+ 23.04%
$196.96 - $223.45 $111K - $126K
3.02K $627K
EWBC
East West Bancorp Inc

Financial Services
969
+ 39.86%
$70.41 - $88.25 $68.2K - $85.5K
3.4K $281K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.03K
+ 0.85%
$29.58 - $30.31 $30.5K - $31.2K
122K $3.68M
PANW
Palo Alto Networks Inc

Technology
288
+ 116.6%
$294.18 - $368.01 $84.7K - $106K
535 $182K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.76K
+ 1.47%
$11.72 - $12.38 $20.7K - $21.8K
122K $1.5M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
4.17K
+ 21.48%
$15.19 - $16.72 $63.4K - $69.7K
23.6K $394K
ILMN
Illumina, Inc.

Healthcare
38
+ 1.09%
$105.28 - $135.9 $4K - $5.16K
3.52K $458K
VLO
Valero Energy Corp

Energy
1.03K
+ 51.42%
$132.81 - $163.48 $137K - $168K
3.03K $409K
WSO
Watsco Inc

Industrials
1
+ 0.03%
$448.73 - $519.89 $449 - $520
3.3K $1.62M
VONE
Vanguard Russell 1000 ETF

ETFs
350
New
$234.0 - $260.07 $81.9K - $91K
350 $91K
FTQI
First Trust ETF Vi First Trust

ETFs
4.35K
+ 32.69%
$18.95 - $20.92 $82.5K - $91.1K
17.7K $361K
NOW
Service Now, Inc.

Technology
31
+ 5.51%
$730.87 - $937.36 $22.7K - $29.1K
594 $531K
DT
Dynatrace, Inc.

Technology
248
+ 2.9%
$40.49 - $53.47 $10K - $13.3K
8.8K $470K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.85K
+ 151.17%
$28.1 - $29.89 $80.2K - $85.3K
4.74K $141K
S
Sentinel One, Inc.

Technology
898
+ 4.04%
$19.76 - $25.26 $17.7K - $22.7K
23.1K $552K
TTE
Total Energies Se

Energy
1.18K
+ 62.93%
$68.61 - $68.61 $81.2K - $81.2K
3.06K $210K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.52K
+ 3523.0%
$23.57 - $24.19 $83K - $85.2K
3.62K $87K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
192
+ 0.53%
$43.73 - $46.29 $8.4K - $8.89K
36.4K $1.68M
ABR
Arbor Realty Trust Inc

Real Estate
4.86K
+ 72.87%
$12.89 - $15.66 $62.7K - $76.1K
11.5K $179K
RLI
Rli Corp

Financial Services
1
+ 0.02%
$137.07 - $154.98 $137 - $155
5.72K $886K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
25.2K
+ 51.21%
$2.42 - $2.69 $61.1K - $67.9K
74.5K $200K
GFL
Gfl Environmental Inc.

Industrials
2.05K
New
$37.64 - $43.49 $77.2K - $89.2K
2.05K $81K
VKTX
Viking Therapeutics, Inc.

Healthcare
892
+ 39.12%
$49.84 - $70.47 $44.5K - $62.9K
3.17K $200K
FRT
Federal Realty Investment Trust

Real Estate
539
+ 41.3%
$100.42 - $117.38 $54.1K - $63.3K
1.84K $211K
EEM
Ishares Msci Emerging Markets

ETFs
1.37K
+ 25.4%
$40.42 - $46.7 $55.5K - $64.1K
6.77K $310K
SUI
Sun Communities Inc

Real Estate
125
+ 2.97%
$117.46 - $147.6 $14.7K - $18.5K
4.33K $584K
AOR
Ishares Tr Core Growth Allocat

ETFs
296
+ 1.42%
$55.15 - $59.31 $16.3K - $17.6K
21.1K $1.25M
VHT
Vanguard Health Care ETF

ETFs
148
+ 6.65%
$261.88 - $288.1 $38.8K - $42.6K
2.37K $669K
HPQ
Hp Inc

Technology
1.9K
+ 19.76%
$32.02 - $38.11 $60.8K - $72.3K
11.5K $412K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.11K
+ 74.37%
$22.38 - $23.66 $69.5K - $73.5K
7.28K $170K
CYTK
Cytokinetics Inc

Healthcare
1.45K
+ 57.13%
$51.22 - $60.16 $74.5K - $87.5K
4K $211K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
975
New
$69.31 - $77.34 $67.6K - $75.4K
975 $74K
PFE
Pfizer Inc

Healthcare
798
+ 1.55%
$27.7 - $31.39 $22.1K - $25K
52.2K $1.51M
BIO
Bio Rad Laboratories, Inc.

Healthcare
32
+ 3.31%
$263.97 - $344.64 $8.45K - $11K
999 $334K
ZTS
Zoetis Inc.

Healthcare
56
+ 2.08%
$172.58 - $196.48 $9.66K - $11K
2.75K $536K
BX
Blackstone Inc.

Financial Services
27
+ 1.21%
$120.77 - $159.66 $3.26K - $4.31K
2.26K $345K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.41K
+ 31.77%
$25.38 - $26.27 $61K - $63.2K
9.97K $262K
MET
Metlife Inc

Financial Services
97
+ 1.97%
$67.96 - $82.48 $6.59K - $8K
5.01K $413K
ITB
Ishares Tr

ETFs
65
+ 2.77%
$97.52 - $128.64 $6.34K - $8.36K
2.41K $306K
ADBE
Adobe Inc.

Technology
178
+ 29.13%
$508.13 - $586.55 $90.4K - $104K
789 $408K
NIO
Nio Inc.

Consumer Cyclical
7.51K
+ 106.1%
$3.67 - $6.68 $27.6K - $50.2K
14.6K $97K
PAA
Plains All American Pipeline LP

Energy
4K
+ 100.0%
$17.0 - $19.03 $68K - $76.1K
8K $138K
JCI
Johnson Controls International PLC

Industrials
16
+ 0.27%
$65.52 - $77.61 $1.05K - $1.24K
5.89K $456K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
479
+ 10.01%
$75.88 - $83.21 $36.3K - $39.9K
5.27K $438K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
8.02K
+ 15.79%
$4.59 - $5.19 $36.8K - $41.6K
58.8K $296K
PWR
Quanta Services, Inc.

Industrials
41
+ 3.47%
$239.58 - $298.23 $9.82K - $12.2K
1.22K $364K
CVCO
Cavco Industries Inc.

Consumer Cyclical
150
New
$335.64 - $444.2 $50.3K - $66.6K
150 $64K
TM
Toyota Motor Corp

Consumer Cyclical
520
+ 48.37%
$167.18 - $207.59 $86.9K - $108K
1.6K $284K
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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