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
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.23%
N/A
882 $234K
Proshares Tr
6.15K
New
N/A
6.15K $0
Core Scientific Inc New
12.9K
New
N/A
12.9K $0
J P Morgan Exchange Traded F
169K
New
N/A
169K $0
Fidelity Wise Origin Bitcoin
124
+ 0.37%
N/A
33.8K $0
DFSU
Dimensional ETF Tr Dimen Us Su
2
+ 0.03%
N/A
6.77K $0
Rocket Lab Corp
6.76K
New
N/A
6.76K $0
Graniteshares ETF Tr
125K
New
N/A
125K $0
HEIA
Heico Crp Cl A
2.19K
New
N/A
2.19K $0
ETF Opportunities Trust
67K
New
N/A
67K $0
Coherent Corp
3.73K
New
N/A
3.73K $0
Kenvue Inc
14.4K
New
N/A
14.4K $0
TFLO
Ishares Treasury Floating Rate

ETFs
9
+ 0.13%
$50.47 - $50.66 $454 - $456
6.81K $344K
Tidal Tr Ii
9.12K
New
N/A
9.12K $0
Bitwise Bitcoin ETF Tr
1.31K
+ 19.93%
N/A
7.9K $0
Ishares Bitcoin Trust ETF
2.03K
+ 10.68%
N/A
21K $0
Rb Global Inc
11.3K
+ 602.5%
N/A
13.2K $0
OABI
Omniab Inc Com
11.2K
New
N/A
11.2K $0
Brookfield Corp
19.9K
+ 1489.31%
N/A
21.3K $0
Spinnaker ETF Series
7.7K
New
N/A
7.7K $0
Soleno Therapeutics Inc
1.19K
+ 34.93%
N/A
4.6K $0
Brookfield Asset Managmt LTD
7.37K
+ 2106.86%
N/A
7.72K $0
JGRO
J P Morgan Exchange Traded Fd
61.9K
+ 7.86%
N/A
849K $0
DNP
Dnp Select Income Fund Inc

Financial Services
916
+ 0.84%
$8.89 - $9.88 $8.14K - $9.05K
110K $1.07M
O
Realty Income Corp

Real Estate
45
+ 0.26%
$52.27 - $58.52 $2.35K - $2.63K
17.1K $985K
KIE
Spdr S&P Insurance ETF

ETFs
15
+ 0.27%
$53.63 - $61.12 $804 - $917
5.61K $334K
GLOB
Globant S.A.

Technology
841
+ 27.95%
$87.63 - $140.36 $73.7K - $118K
3.85K $349K
TGT
Target Corp

Consumer Defensive
127
+ 4.11%
$88.76 - $105.77 $11.3K - $13.4K
3.22K $317K
VGLT
Vanguard Long Term Treasury Et

ETFs
1
+ 0.02%
$53.66 - $58.71 $53.7 - $58.7
4.55K $255K
PLD
Prologis, Inc.

Real Estate
281
+ 4.99%
$89.76 - $112.34 $25.2K - $31.6K
5.91K $621K
DVY
Ishares Tr

ETFs
3
+ 0.05%
$118.37 - $134.86 $355 - $405
5.73K $760K
XEL
Xcel Energy Inc

Utilities
1
+ 0.03%
$65.65 - $72.39 $65.7 - $72.4
3.46K $235K
IEX
Idex Corp

Industrials
24
+ 0.85%
$160.66 - $191.29 $3.86K - $4.59K
2.86K $502K
CMCSA
Comcast Corp

Communication Services
55
+ 0.31%
$32.84 - $36.72 $1.81K - $2.02K
18K $642K
EQR
Equity Residential

Real Estate
39
+ 0.62%
$61.82 - $71.72 $2.41K - $2.8K
6.32K $426K
CNC
Centene Corp

Healthcare
12
+ 0.2%
$53.4 - $64.29 $641 - $771
5.96K $323K
PEP
Pepsico Inc

Consumer Defensive
1.54K
+ 9.63%
$128.02 - $151.37 $197K - $233K
17.5K $2.31M
WSO
Watsco Inc

Industrials
3
+ 0.1%
$421.84 - $520.66 $1.27K - $1.56K
3.08K $1.36M
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.01%
$285.55 - $321.23 $571 - $642
14.2K $4.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.35K
+ 1.03%
$24.32 - $27.87 $106K - $121K
425K $11.3M
OKE
Oneok Inc

Energy
89
+ 0.24%
$78.71 - $100.37 $7.01K - $8.93K
37.9K $3.09M
ABBV
Abb Vie Inc.

Healthcare
2.09K
+ 4.27%
$170.16 - $206.27 $356K - $431K
51K $9.47M
UNH
Unitedhealth Group Inc

Healthcare
2.28K
+ 29.11%
$274.35 - $599.47 $626K - $1.37M
10.1K $3.16M
AAPL
Apple Inc.

Technology
3.43K
+ 1.85%
$172.42 - $223.89 $591K - $768K
189K $38.8M
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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