Nelson, Van Denburg & Campbell Wealth Management Group, LLC Incresed Positions in Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.15%
$117.09 - $123.07 $1.41K - $1.48K
8.2K $963K
AOS
Smith A O Corp

Industrials
6
+ 0.78%
$68.02 - $88.94 $408 - $534
771 $52K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
128
+ 1.84%
$20.68 - $23.73 $2.65K - $3.04K
7.1K $148K
TRU
Trans Union

Industrials
458
+ 9.35%
$92.71 - $108.67 $42.5K - $49.8K
5.36K $496K
VONV
Vanguard Russell 1000 Value Et

ETFs
56
+ 0.54%
$80.87 - $87.69 $4.53K - $4.91K
10.5K $850K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.41%
$81.87 - $94.51 $1.39K - $1.61K
4.18K $352K
URI
United Rentals, Inc.

Industrials
6
+ 2.76%
$704.44 - $880.32 $4.23K - $5.28K
223 $157K
ALGN
Align Technology Inc

Healthcare
18
+ 3.72%
$205.03 - $245.32 $3.69K - $4.42K
502 $104K
CSX
Csx Corp

Industrials
198
+ 1.68%
$31.58 - $36.88 $6.25K - $7.3K
12K $386K
SCCO
Southern Copper Corp

Basic Materials
57
+ 5.54%
$91.13 - $117.95 $5.19K - $6.72K
1.09K $98K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
46
+ 0.47%
$34.83 - $38.05 $1.6K - $1.75K
9.77K $344K
PSA
Public Storage

Real Estate
2
+ 0.58%
$289.33 - $360.21 $579 - $720
346 $103K
MAS
Masco Corp

Industrials
54
+ 2.28%
$72.52 - $85.73 $3.92K - $4.63K
2.42K $175K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.88K
+ 3.91%
$11.1 - $12.03 $43.1K - $46.7K
103K $1.16M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
118
+ 2.16%
$57.96 - $64.2 $6.84K - $7.58K
5.59K $324K
CVS
Cvs Health Corp

Healthcare
181
+ 10.33%
$43.78 - $67.46 $7.92K - $12.2K
1.93K $86K
CB
Chubb LTD

Financial Services
98
+ 2.27%
$271.57 - $301.89 $26.6K - $29.6K
4.41K $1.22M
BBY
Best Buy CO Inc

Consumer Cyclical
61
+ 3.51%
$85.2 - $101.35 $5.2K - $6.18K
1.8K $154K
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.8K
+ 190.22%
$22.4 - $68.28 $1.88M - $5.72M
128K $2.96M
CARR
Carrier Global Corp

Industrials
35
+ 1.48%
$66.69 - $82.65 $2.33K - $2.89K
2.4K $163K
WY
Weyerhaeuser CO

Real Estate
281
+ 4.36%
$27.21 - $33.7 $7.65K - $9.47K
6.72K $189K
TLT
Ishares Barclays 20+ Year Trea

ETFs
199
+ 4.53%
$87.1 - $98.49 $17.3K - $19.6K
4.59K $400K
NUE
Nucor Corp

Basic Materials
193
+ 12.12%
$115.78 - $167.74 $22.3K - $32.4K
1.79K $208K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.7K
+ 101.48%
$24.19 - $50.58 $451K - $943K
37K $899K
KHC
Kraft Heinz CO

Consumer Defensive
2.59K
+ 10.1%
$30.1 - $36.02 $78K - $93.3K
28.3K $867K
HSY
Hershey CO

Consumer Defensive
175
+ 6.09%
$168.67 - $193.65 $29.5K - $33.9K
3.05K $516K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.9K
+ 4.74%
$74.5 - $78.37 $1.33M - $1.4M
395K $29.5M
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.92%
$114.45 - $127.21 $8.58K - $9.54K
8.21K $949K
NEP
Nextera Energy Partners, LP

Utilities
39
+ 1.01%
$15.87 - $26.96 $619 - $1.05K
3.89K $69K
SNY
Sanofi

Healthcare
69
+ 1.62%
$45.89 - $57.31 $3.17K - $3.95K
4.33K $208K
IWD
Ishares Russell 1000 Val ETF

ETFs
222
+ 1.33%
$183.23 - $199.79 $40.7K - $44.4K
16.9K $3.13M
TGT
Target Corp

Consumer Defensive
384
+ 8.9%
$121.59 - $160.69 $46.7K - $61.7K
4.7K $635K
MPC
Marathon Petroleum Corp

Energy
71
+ 3.38%
$131.65 - $174.84 $9.35K - $12.4K
2.17K $302K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
177
+ 2.49%
$64.85 - $73.04 $11.5K - $12.9K
7.28K $476K
CDW
Cdw Corp

Technology
9
+ 1.09%
$171.49 - $225.64 $1.54K - $2.03K
837 $145K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
70
+ 1.16%
$26.39 - $35.74 $1.85K - $2.5K
6.09K $163K
CTVA
Corteva, Inc.

Basic Materials
47
+ 0.16%
$55.21 - $64.13 $2.59K - $3.01K
28.7K $1.63M
ITB
Ishares Tr

ETFs
73
+ 3.03%
$103.31 - $129.34 $7.54K - $9.44K
2.49K $257K
VCIT
Vanguard Intermediate Term Cor

ETFs
7.23K
+ 3.97%
$80.13 - $83.77 $580K - $606K
189K $15.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
9.44K
+ 170.81%
$25.79 - $80.4 $243K - $759K
15K $390K
PANW
Palo Alto Networks Inc

Technology
167
+ 31.21%
$181.96 - $405.9 $30.4K - $67.8K
702 $127K
LUMN
Lumen Technologies, Inc.

Communication Services
2.66K
+ 6.78%
$5.31 - $10.12 $14.1K - $26.9K
41.8K $222K
BHP
Bhp Group LTD

Basic Materials
110
+ 2.13%
$48.78 - $62.43 $5.37K - $6.87K
5.29K $258K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.14K
+ 4.96%
$24.25 - $26.7 $76.2K - $83.9K
66.5K $1.63M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
36.7K
+ 100.75%
$22.02 - $46.16 $807K - $1.69M
73K $1.61M
OTEX
Open Text Corp

Technology
4.6K
+ 11.48%
$27.37 - $34.05 $126K - $157K
44.7K $1.26M
XLU
Utilities Sector Spdr

ETFs
198
+ 1.21%
$74.89 - $82.93 $14.8K - $16.4K
16.6K $1.26M
DISV
Dimensional ETF Tr Dimensional

ETFs
2.26K
+ 4.1%
$26.18 - $28.77 $59.1K - $65K
57.4K $1.53M
PCVX
Vaxcyte, Inc.

Healthcare
1.12K
+ 21.08%
$80.97 - $117.93 $91K - $133K
6.46K $528K
Activity Summary
Buys All Purchases 1151 New Holdings 268 Increased Positions 883 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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