Nelson, Van Denburg & Campbell Wealth Management Group, LLC Incresed Positions 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
VUG
Vanguard Growth ETF

ETFs
1.79K
+ 0.4%
$329.49 - $438.4 $590K - $785K
447K $196M
NVDA
Nvidia Corp

Technology
20.1K
+ 8.43%
$94.31 - $157.99 $1.89M - $3.17M
258K $40.8M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
107K
+ 615.5%
$79.85 - $95.57 $8.58M - $10.3M
125K $11.9M
MSFT
Microsoft Corp

Technology
5.85K
+ 11.33%
$354.56 - $497.45 $2.07M - $2.91M
57.4K $28.6M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
124K
+ 124.76%
$47.63 - $60.01 $5.9M - $7.43M
223K $13.3M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
84.9K
+ 1388.37%
$71.94 - $86.02 $6.11M - $7.3M
91K $7.79M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.2K
+ 3.62%
$63.36 - $80.23 $1.41M - $1.78M
635K $51M
IVV
Ishares Core S&P 500 ETF

ETFs
67
+ 0.06%
$498.8 - $620.9 $33.4K - $41.6K
120K $74.2M
AVUV
American Centy ETF Tr Avantis

ETFs
62.8K
+ 23.66%
$75.17 - $91.21 $4.72M - $5.73M
328K $29.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
44.5K
+ 28.87%
$114.78 - $133.31 $5.11M - $5.94M
199K $26.5M
AMZN
Amazon Com Inc

Consumer Cyclical
14.3K
+ 19.44%
$167.32 - $223.3 $2.4M - $3.2M
88.1K $19.3M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
47.6K
+ 4.7%
$56.84 - $65.5 $2.71M - $3.12M
1.06M $69.5M
MUB
Ishares National Muni Bond ETF

ETFs
50.4K
+ 25.35%
$102.31 - $105.8 $5.15M - $5.33M
249K $26M
META
Meta Platforms, Inc.

Communication Services
2.82K
+ 15.48%
$484.66 - $738.09 $1.37M - $2.08M
21K $15.5M
DGRO
Ishares Core Dividend Growth E

ETFs
17.1K
+ 0.97%
$55.22 - $63.94 $946K - $1.09M
1.78M $114M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.73K
+ 2.52%
$456.74 - $568.03 $788K - $980K
70.2K $39.8M
ORCL
Oracle Corp

Technology
2.49K
+ 4.86%
$122.82 - $218.63 $305K - $543K
53.6K $11.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.83K
+ 0.83%
$82.96 - $110.1 $152K - $201K
222K $24.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.2K
+ 0.89%
$219.76 - $276.94 $264K - $333K
136K $37.6M
AVGO
Broadcom Inc.

Technology
3.64K
+ 14.87%
$146.29 - $275.65 $533K - $1M
28.1K $7.75M
DFAI
Dimensional ETF Tr

ETFs
75.3K
+ 33.02%
$28.02 - $34.71 $2.11M - $2.61M
303K $10.5M
NFLX
Netflix Inc

Communication Services
1.38K
+ 47.27%
$855.86 - $1339.13 $1.18M - $1.85M
4.31K $5.77M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 2.46%
$496.48 - $617.85 $502K - $625K
42.1K $26M
TSLA
Tesla, Inc.

Consumer Cyclical
5.64K
+ 33.17%
$221.86 - $362.89 $1.25M - $2.05M
22.7K $7.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.36K
+ 0.62%
$141.87 - $164.49 $477K - $553K
541K $89M
BSCV
Invesco ETF Self Indexed Fd Tr
119K
+ 4.87%
$15.97 - $16.53 $1.9M - $1.96M
2.56M $42.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.51K
+ 2.68%
$171.4 - $227.1 $258K - $342K
57.6K $13.1M
GOOGL
Alphabet Inc.

Communication Services
6.36K
+ 12.41%
$144.7 - $178.6 $920K - $1.14M
57.6K $10.1M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
12.8K
+ 2.52%
$46.54 - $55.66 $597K - $713K
521K $29M
USRT
Ishares Core U.S. Reit ETF

ETFs
35.8K
+ 30.02%
$50.37 - $57.97 $1.8M - $2.07M
155K $8.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
+ 2.38%
$416.06 - $551.64 $194K - $258K
20.1K $11.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
41.9K
+ 27.11%
$22.27 - $29.21 $933K - $1.22M
197K $5.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
18K
+ 6.56%
$79.56 - $82.92 $1.43M - $1.49M
292K $24.2M
JPM
Jpmorgan Chase & CO

Financial Services
329
+ 0.86%
$210.28 - $289.91 $69.2K - $95.4K
38.5K $11.2M
SCHW
Schwab Charles Corp

Financial Services
18.3K
+ 368.32%
$69.06 - $91.24 $1.26M - $1.67M
23.3K $2.12M
MGV
Vanguard Mega Cap Value

ETFs
10.8K
+ 8.65%
$114.87 - $131.25 $1.24M - $1.42M
136K $17.8M
ICF
Ishares Tr

ETFs
26.8K
+ 112.7%
$54.56 - $62.47 $1.46M - $1.68M
50.6K $3.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.09K
+ 1.27%
$39.89 - $49.46 $163K - $202K
327K $16.2M
DIS
Walt Disney CO

Communication Services
2.98K
+ 6.54%
$81.72 - $124.01 $243K - $369K
48.5K $6.02M
MSTR
Microstrategy Inc

Technology
1.05K
+ 11.1%
$237.95 - $421.61 $250K - $443K
10.5K $4.25M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
33.5K
+ 37.38%
$40.82 - $43.14 $1.37M - $1.45M
123K $5.31M
XLK
Technology Sector Spdr

ETFs
1.99K
+ 9.95%
$179.73 - $253.23 $358K - $504K
22K $5.57M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
12.2K
+ 2.01%
$45.11 - $52.34 $550K - $638K
619K $32.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
11.6K
+ 2.4%
$35.35 - $42.68 $411K - $496K
497K $21.2M
AVDV
American Centy ETF Tr Avantis

ETFs
16.7K
+ 444.79%
$61.76 - $79.32 $1.03M - $1.32M
20.4K $1.62M
GIL
Gildan Activewear Inc.

Consumer Cyclical
27.5K
+ 12277.23%
$37.68 - $50.22 $1.04M - $1.38M
27.7K $1.37M
BDX
Becton Dickinson & CO

Healthcare
7.66K
+ 2934.1%
$165.15 - $226.42 $1.26M - $1.73M
7.92K $1.36M
VO
Vanguard Mid Cap ETF

ETFs
1.54K
+ 3.74%
$228.54 - $279.83 $351K - $430K
42.6K $11.9M
GOOG
Alphabet Inc.

Communication Services
1.92K
+ 4.33%
$146.58 - $180.01 $281K - $346K
46.3K $8.21M
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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