Nelson, Van Denburg & Campbell Wealth Management Group, LLC Incresed Positions in Q3 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.94 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAE
Dimensional ETF Tr

ETFs
373K
+ 729.87%
$28.84 - $31.84 $10.8M - $11.9M
424K $13.4M
AAPL
Apple Inc.

Technology
1.48K
+ 0.78%
$202.38 - $256.87 $299K - $380K
190K $48.5M
NVDA
Nvidia Corp

Technology
688
+ 0.27%
$153.3 - $186.58 $105K - $128K
259K $48.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.61K
+ 5.15%
$567.77 - $614.76 $2.05M - $2.22M
73.8K $45.2M
VB
Vanguard Small Cap ETF

ETFs
10.6K
+ 7.75%
$237.58 - $259.17 $2.53M - $2.75M
148K $37.6M
MGV
Vanguard Mega Cap Value

ETFs
26.8K
+ 19.75%
$129.46 - $137.85 $3.47M - $3.69M
162K $22.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41.1K
+ 6.64%
$52.12 - $55.33 $2.14M - $2.27M
660K $36.5M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.74K
+ 0.54%
$64.75 - $69.05 $372K - $396K
1.07M $73.6M
GOOGL
Alphabet Inc.

Communication Services
862
+ 1.5%
$174.36 - $254.72 $150K - $220K
58.5K $14.2M
AVGO
Broadcom Inc.

Technology
6.35K
+ 22.59%
$264.74 - $369.57 $1.68M - $2.35M
34.5K $11.4M
TSLA
Tesla, Inc.

Consumer Cyclical
125
+ 0.55%
$293.94 - $444.72 $36.7K - $55.6K
22.8K $10.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.8K
+ 4.6%
$42.26 - $47.16 $965K - $1.08M
519K $24.1M
GLD
Spdr Gold Trust

ETFs
6.07K
+ 45.47%
$300.96 - $355.47 $1.83M - $2.16M
19.4K $6.9M
VEA
Vanguard Ftse Developed Market

ETFs
16.4K
+ 2.78%
$56.02 - $60.3 $920K - $990K
607K $36.4M
VO
Vanguard Mid Cap ETF

ETFs
6.87K
+ 16.12%
$279.83 - $293.74 $1.92M - $2.02M
49.5K $14.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.18K
+ 0.53%
$108.97 - $121.65 $129K - $144K
223K $26.9M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
50.6K
+ 41.11%
$42.75 - $43.37 $2.17M - $2.2M
174K $7.53M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
13.3K
+ 14.6%
$85.31 - $97.03 $1.13M - $1.29M
104K $9.93M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
14.5K
+ 11.57%
$94.73 - $102.36 $1.37M - $1.48M
139K $14M
SPMD
Spdr Portfolio

ETFs
25.9K
+ 11.65%
$54.43 - $58.29 $1.41M - $1.51M
249K $14.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
29.1K
+ 18.15%
$42.67 - $46.91 $1.24M - $1.37M
189K $8.87M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
30.6K
+ 41.89%
$53.81 - $57.52 $1.65M - $1.76M
104K $5.96M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.07K
+ 1.86%
$49.43 - $54.52 $300K - $331K
333K $18M
BND
Vanguard Bd Index Fd Inc Total

ETFs
20.3K
+ 4.51%
$72.57 - $74.72 $1.47M - $1.52M
470K $35M
BSCV
Invesco ETF Self Indexed Fd Tr
83.3K
+ 3.26%
$16.39 - $16.83 $1.37M - $1.4M
2.64M $44.1M
XOM
Exxon Mobil Corp

Energy
13.8K
+ 31.07%
$105.83 - $117.22 $1.46M - $1.61M
58.1K $6.55M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.18K
+ 0.5%
$23.82 - $25.84 $99.6K - $108K
848K $21.8M
MRVL
Marvell Technology, Inc.

Technology
18.9K
+ 348.19%
$62.31 - $84.07 $1.18M - $1.59M
24.3K $2.05M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
21
+ 0.0%
$79.89 - $83.25 $1.68K - $1.75K
635K $52.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
901
+ 4.49%
$546.99 - $602.2 $493K - $543K
21K $12.6M
AXP
American Express CO

Financial Services
3.97K
+ 30.93%
$294.27 - $342.31 $1.17M - $1.36M
16.8K $5.58M
SIVR
Abrdn Silver ETF Trust

ETFs
1.6K
+ 1.17%
$34.34 - $44.62 $55K - $71.5K
139K $6.17M
VBR
Vanguard Small Cap Value ETF

ETFs
779
+ 0.84%
$195.41 - $212.37 $152K - $165K
93.7K $19.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.2K
+ 31.36%
$55.61 - $57.37 $1.35M - $1.39M
101K $5.79M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.5K
+ 3.47%
$76.16 - $78.59 $1.03M - $1.06M
403K $31.5M
DFIV
Dimensional ETF Tr

ETFs
21.3K
+ 21.61%
$42.66 - $46.53 $908K - $990K
120K $5.52M
SCHP
Schwab Strategic Us Tips ETF

ETFs
39K
+ 4.87%
$26.44 - $27.1 $1.03M - $1.06M
841K $22.7M
VGSH
Vanguard

ETFs
20.4K
+ 35.1%
$58.43 - $58.88 $1.19M - $1.2M
78.6K $4.63M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.1K
+ 33.84%
$29.55 - $32.52 $860K - $946K
115K $3.69M
JNJ
Johnson & Johnson

Healthcare
767
+ 2.52%
$155.17 - $185.42 $119K - $142K
31.2K $5.78M
DFIS
Dimensional ETF Tr Dimensional

ETFs
29.9K
+ 42.87%
$29.65 - $31.77 $886K - $949K
99.6K $3.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.76K
+ 5.55%
$68.24 - $73.73 $462K - $499K
129K $9.45M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.9K
+ 3.53%
$78.11 - $79.07 $927K - $939K
348K $27.5M
PLTR
Palantir Technologies Inc.

Technology
1.06K
+ 6.61%
$130.68 - $186.97 $139K - $199K
17.2K $3.13M
BSCU
Invesco Exc Self Ind Tr

ETFs
53.4K
+ 76.36%
$16.67 - $17.03 $891K - $910K
123K $2.09M
SCHO
Schwab Short Term Us Treasury

ETFs
36.6K
+ 4.23%
$24.23 - $24.42 $886K - $893K
901K $22M
DISV
Dimensional ETF Tr Dimensional

ETFs
20.2K
+ 33.91%
$32.78 - $35.79 $661K - $721K
79.6K $2.84M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
35.9K
+ 1.48%
$19.61 - $19.79 $704K - $711K
2.46M $48.5M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
29K
+ 1.12%
$18.61 - $18.94 $539K - $548K
2.62M $49.3M
Activity Summary
Buys All Purchases 402 New Holdings 59 Increased Positions 343 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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