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
VONV
Vanguard Russell 1000 Value Et

ETFs
50
+ 0.48%
$73.19 - $85.21 $3.66K - $4.26K
10.6K $900K
CSGS
Csg Systems International Inc

Technology
31
+ 0.52%
$56.51 - $66.33 $1.75K - $2.06K
5.98K $390K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
398
+ 0.54%
$21.85 - $22.76 $8.7K - $9.06K
73.6K $1.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6
+ 0.23%
$86.93 - $109.64 $522 - $658
2.56K $280K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
166
+ 1.68%
$32.61 - $38.62 $5.41K - $6.41K
10K $381K
WMB
Williams Companies, Inc.

Energy
247
+ 5.82%
$54.33 - $62.87 $13.4K - $15.5K
4.49K $282K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
255
+ 9.08%
$100.04 - $100.54 $25.5K - $25.6K
3.06K $308K
VXF
Vanguard Extended Market ETF

ETFs
2
+ 0.17%
$150.43 - $192.71 $301 - $385
1.21K $232K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
290
+ 10.53%
$90.85 - $102.31 $26.3K - $29.7K
3.05K $306K
HYG
Ishares Tr

ETFs
112
+ 1.25%
$75.75 - $80.65 $8.48K - $9.03K
9.1K $733K
DEUS
Xtrackers Russell Us Multifact

ETFs
22
+ 0.27%
$48.13 - $56.21 $1.06K - $1.24K
8.24K $463K
WRB
Berkley W R Corp

Financial Services
60
+ 0.75%
$64.28 - $75.17 $3.86K - $4.51K
8.09K $594K
WBD
Warner Bros. Discovery, Inc.

Communication Services
1.18K
+ 8.8%
$7.69 - $11.46 $9.04K - $13.5K
14.5K $166K
IEMG
Ishares Inc

ETFs
402
+ 0.85%
N/A
47.8K $2.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
52
+ 4.48%
$149.76 - $186.42 $7.79K - $9.69K
1.21K $226K
UBS
Ubs Group Ag

Financial Services
15
+ 0.23%
$26.12 - $33.82 $392 - $507
6.61K $223K
PCVX
Vaxcyte, Inc.

Healthcare
1.73K
+ 25.44%
$28.04 - $37.2 $48.5K - $64.4K
8.53K $277K
FTQI
First Trust ETF Vi First Trust

ETFs
402
+ 2.24%
$16.83 - $19.58 $6.77K - $7.87K
18.3K $358K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
200
+ 8.92%
$102.02 - $103.5 $20.4K - $20.7K
2.44K $251K
JNJ
Johnson & Johnson

Healthcare
2.51K
+ 9.0%
$146.36 - $159.82 $367K - $401K
30.4K $4.64M
CWST
Casella Waste Systems Inc

Industrials
14
+ 0.38%
$103.78 - $120.37 $1.45K - $1.69K
3.73K $430K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
221
+ 3.18%
$38.18 - $45.52 $8.44K - $10.1K
7.17K $313K
SCHR
Schwab Intermediate Term Us Tr

ETFs
217
+ 0.58%
$24.54 - $25.07 $5.33K - $5.44K
37.4K $936K
SPSB
Spdr Portfolio Short Term Corp

ETFs
49
+ 0.04%
$29.82 - $30.19 $1.46K - $1.48K
119K $3.61M
KO
Coca Cola CO

Consumer Defensive
378
+ 2.0%
$68.37 - $73.9 $25.8K - $27.9K
19.2K $1.36M
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 0.29%
$77.13 - $84.18 $926 - $1.01K
4.18K $351K
CI
Cigna Corp

Healthcare
13
+ 0.84%
$301.89 - $340.04 $3.92K - $4.42K
1.57K $518K
IDNA
Ishares Tr Genomics Immunology

ETFs
232
+ 0.84%
$17.92 - $21.5 $4.16K - $4.99K
28K $574K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
42
+ 0.45%
$43.64 - $45.44 $1.83K - $1.91K
9.31K $423K
IP
International Paper CO

Consumer Cyclical
1.63K
+ 14.74%
$43.89 - $54.46 $71.4K - $88.6K
12.7K $592K
VNQ
Vanguard Specialized Funds Van

ETFs
1.85K
+ 1.71%
$79.79 - $91.42 $148K - $169K
110K $9.79M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
109
+ 1.01%
$21.71 - $22.3 $2.37K - $2.43K
10.9K $242K
MDLZ
Mondelez International, Inc.

Consumer Defensive
53
+ 1.28%
$63.54 - $68.5 $3.37K - $3.63K
4.19K $282K
DUK
Duke Energy Corp

Utilities
123
+ 3.85%
$112.46 - $124.05 $13.8K - $15.3K
3.32K $391K
WIT
Wipro LTD

Technology
934
+ 1.77%
$2.7 - $3.09 $2.52K - $2.89K
53.8K $162K
ROLL
Rbc Bearings Inc

Industrials
1
+ 0.03%
N/A
3.24K $796K
MET
Metlife Inc

Financial Services
1
+ 0.02%
$68.42 - $82.49 $68.4 - $82.5
5.07K $408K
SNY
Sanofi

Healthcare
668
+ 15.43%
$47.62 - $55.44 $31.8K - $37K
5K $241K
Te Connectivity PLC
5.29K
+ 7452.11%
N/A
5.36K $0
Zacks Trust
59.9K
+ 9.36%
N/A
699K $0
Linde PLC
651
+ 75.79%
N/A
1.51K $0
Vanguard Wellington Fd
1.1K
+ 18.06%
N/A
7.19K $0
Ftai Aviation LTD
32
+ 0.52%
N/A
6.24K $0
VUSB
Vanguard Bd Index Fds
1.34K
+ 4.65%
N/A
30.2K $0
Tidal Trust I
9.61K
New
N/A
9.61K $0
American Centy ETF Tr
826
+ 4.18%
N/A
20.6K $0
Vs Trust
11.3K
New
N/A
11.3K $0
American Centy ETF Tr
60.8K
+ 139.82%
N/A
104K $0
Blackrock Inc
351
+ 10.87%
N/A
3.58K $0
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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