Nelson, Van Denburg & Campbell Wealth Management Group, LLC Incresed Positions in Q1 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
58.9K
+ 61.66%
$126.11 - $135.06 $7.42M - $7.95M
154K $19.9M
BSCV
Invesco ETF Self Indexed Fd Tr
440K
+ 22.03%
$15.87 - $16.38 $6.99M - $7.21M
2.44M $39.8M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
390K
+ 17.68%
$18.18 - $18.58 $7.1M - $7.25M
2.6M $48.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
85K
+ 44.94%
$79.17 - $82.04 $6.73M - $6.98M
274K $22.4M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
350K
+ 16.92%
$19.43 - $19.62 $6.81M - $6.87M
2.42M $47.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
117K
+ 5077.52%
$55.14 - $60.29 $6.44M - $7.04M
119K $6.86M
AVUV
American Centy ETF Tr Avantis

ETFs
81.8K
+ 44.51%
$84.95 - $100.62 $6.95M - $8.23M
266K $23.2M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
103K
+ 50.25%
$50.87 - $51.09 $5.26M - $5.28M
309K $15.8M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
99.1K
+ 42329.06%
$46.83 - $56.05 $4.64M - $5.55M
99.3K $5.29M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
54K
+ 5.62%
$61.9 - $66.89 $3.34M - $3.61M
1.01M $64.4M
DGRO
Ishares Core Dividend Growth E

ETFs
28.3K
+ 1.63%
$60.46 - $64.42 $1.71M - $1.82M
1.77M $109M
VEA
Vanguard Ftse Developed Market

ETFs
12.3K
+ 2.12%
$47.4 - $52.99 $581K - $649K
591K $30.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
55.1K
+ 9.87%
$69.69 - $79.99 $3.84M - $4.4M
613K $43.8M
XOM
Exxon Mobil Corp

Energy
5.81K
+ 8.36%
$105.44 - $118.93 $613K - $691K
75.3K $8.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.22K
+ 11.44%
$551.42 - $612.93 $2.32M - $2.58M
41.1K $23M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
65.6K
+ 122.63%
$20.05 - $20.4 $1.32M - $1.34M
119K $2.42M
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.1K
+ 1.7%
$25.69 - $26.89 $336K - $352K
781K $21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.96K
+ 2.74%
$76.94 - $78.28 $690K - $702K
336K $26.3M
VGSH
Vanguard

ETFs
17.2K
+ 61.81%
$58.07 - $58.69 $1M - $1.01M
45.1K $2.65M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34K
+ 12.62%
$22.46 - $23.26 $764K - $791K
304K $7.03M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
37K
+ 28.66%
$22.66 - $23.19 $840K - $859K
166K $3.78M
SIVR
Abrdn Silver ETF Trust

ETFs
4.96K
+ 3.73%
$28.07 - $32.82 $139K - $163K
138K $4.48M
ACWI
Ishares Msci Acwi ETF

ETFs
6.73K
+ 1120.47%
$115.16 - $124.13 $775K - $836K
7.34K $853K
VTV
Vanguard Value ETF

ETFs
343
+ 0.17%
$167.73 - $179.21 $57.5K - $61.5K
204K $35.3M
GLD
Spdr Gold Trust

ETFs
542
+ 4.13%
$243.19 - $288.14 $132K - $156K
13.7K $3.93M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
34.9K
+ 43.01%
$19.42 - $19.54 $679K - $683K
116K $2.26M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
29.3K
+ 22.81%
$23.49 - $23.77 $687K - $695K
157K $3.71M
SCHO
Schwab Short Term Us Treasury

ETFs
18.5K
+ 2.25%
$24.1 - $24.34 $445K - $450K
840K $20.4M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.8K
+ 16.75%
$56.17 - $59.71 $665K - $706K
82.5K $4.71M
MUB
Ishares National Muni Bond ETF

ETFs
7.91K
+ 4.15%
$104.71 - $107.69 $828K - $852K
199K $20.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.68K
+ 1.47%
$42.5 - $46.71 $199K - $219K
323K $14.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
7.79K
+ 1.47%
$156.61 - $168.02 $1.22M - $1.31M
538K $86.4M
TFC
Truist Financial Corp

Financial Services
14.1K
+ 223.98%
$39.48 - $48.15 $556K - $678K
20.4K $838K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.7K
+ 33.08%
$51.45 - $58.51 $754K - $857K
58.9K $3.05M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
27.8K
+ 23.48%
$20.57 - $21.12 $573K - $588K
146K $3.03M
BNDX
Vanguard Total International B

ETFs
13K
+ 3.19%
$48.33 - $49.5 $628K - $644K
420K $20.5M
GIS
General Mills Inc

Consumer Defensive
9.22K
+ 178.95%
$57.56 - $65.3 $530K - $602K
14.4K $858K
PLTR
Palantir Technologies Inc.

Technology
4.9K
+ 63.73%
$64.98 - $124.62 $318K - $610K
12.6K $1.06M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
31.9K
+ 7.15%
$21.79 - $23.09 $694K - $736K
477K $10.5M
KR
Kroger CO

Consumer Defensive
338
+ 0.5%
$58.36 - $67.72 $19.7K - $22.9K
68K $4.6M
GE
General Electric CO

Industrials
517
+ 4.84%
$168.59 - $212.13 $87.2K - $110K
11.2K $2.24M
SCHG
Schwab Strategic Tr Us Large C

ETFs
31.9K
+ 25.97%
$24.91 - $29.02 $794K - $925K
155K $3.87M
T
At&T Inc.

Communication Services
1.3K
+ 1.78%
$21.56 - $28.28 $28K - $36.8K
74.4K $2.1M
RSG
Republic Services, Inc.

Industrials
23
+ 0.22%
$200.09 - $242.16 $4.6K - $5.57K
10.5K $2.55M
LLY
Eli Lilly & CO

Healthcare
185
+ 3.52%
$725.72 - $929.72 $134K - $172K
5.44K $4.49M
IP
International Paper CO

Consumer Cyclical
8.16K
+ 284.19%
$49.38 - $60.09 $403K - $490K
11K $588K
BSCU
Invesco Exc Self Ind Tr

ETFs
25.2K
+ 457.65%
$16.2 - $16.64 $408K - $419K
30.7K $508K
EAT
Brinker International, Inc

Consumer Cyclical
2.7K
+ 8187.88%
$133.46 - $189.14 $361K - $511K
2.74K $407K
DFIV
Dimensional ETF Tr

ETFs
635
+ 0.67%
$35.33 - $40.77 $22.4K - $25.9K
94.9K $3.74M
Activity Summary
Buys All Purchases 308 New Holdings 8 Increased Positions 300 Sells All Sells 365 Reductions 365 Sold out 0 Options Calls 0 Puts 0
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