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
BAC
Bank Of America Corp

Financial Services
19K
+ 28.16%
$34.39 - $47.46 $653K - $901K
86.4K $4.09M
OTEX
Open Text Corp

Technology
41.8K
+ 69666.67%
$23.04 - $29.2 $963K - $1.22M
41.9K $1.22M
SPMD
Spdr Portfolio

ETFs
9.65K
+ 4.53%
$44.89 - $54.38 $433K - $525K
223K $12.1M
MDT
Medtronic PLC

Healthcare
13.6K
+ 784.24%
$80.68 - $88.86 $1.1M - $1.21M
15.4K $1.34M
EFG
Msci Eafe Growth ETF

ETFs
1.19K
+ 1.36%
$89.8 - $112.0 $107K - $133K
88.4K $9.9M
RNR
Renaissancere Holdings LTD

Financial Services
4.74K
+ 27852.94%
$220.37 - $253.95 $1.04M - $1.2M
4.75K $1.15M
PLTR
Palantir Technologies Inc.

Technology
3.51K
+ 27.89%
$74.01 - $144.25 $260K - $506K
16.1K $2.19M
FNF
Fidelity National Financial, Inc.

Financial Services
19.9K
+ 1569.56%
$53.62 - $66.59 $1.07M - $1.33M
21.2K $1.19M
VZ
Verizon Communications Inc

Communication Services
25.6K
+ 168.11%
$41.67 - $45.62 $1.07M - $1.17M
40.9K $1.77M
PM
Philip Morris International Inc.

Consumer Defensive
5.44K
+ 202.76%
$149.23 - $184.95 $812K - $1.01M
8.13K $1.48M
CCI
Crown Castle International Corp

Real Estate
10.2K
+ 1175.4%
$94.83 - $107.06 $965K - $1.09M
11K $1.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.08K
+ 2.59%
$55.54 - $69.09 $171K - $213K
122K $8.42M
PPG
Ppg Industries Inc

Basic Materials
8.3K
+ 8828.72%
$91.66 - $115.04 $761K - $955K
8.39K $954K
CB
Chubb LTD

Financial Services
3.23K
+ 609.04%
$274.32 - $302.46 $887K - $978K
3.77K $1.09M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14K
+ 23.82%
$45.88 - $54.4 $644K - $764K
73K $3.97M
OMC
Omnicom Group Inc.

Communication Services
12.6K
+ 3913.98%
$69.22 - $79.77 $872K - $1.01M
12.9K $929K
ATO
Atmos Energy Corp

Utilities
5.85K
+ 7796.0%
$145.06 - $162.66 $848K - $951K
5.92K $912K
KHC
Kraft Heinz CO

Consumer Defensive
33.6K
+ 12413.65%
$25.61 - $30.81 $862K - $1.04M
33.9K $875K
WWD
Woodward, Inc.

Industrials
3.4K
+ 781.61%
$157.29 - $247.55 $535K - $842K
3.84K $939K
CBRE
Cbre Group, Inc.

Real Estate
5.98K
+ 1280.3%
$113.94 - $140.12 $681K - $838K
6.45K $903K
DFAE
Dimensional ETF Tr

ETFs
26.2K
+ 104.8%
$22.87 - $28.95 $598K - $757K
51.1K $1.48M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.95K
+ 2.52%
$32.66 - $40.75 $129K - $161K
161K $6.51M
IWF
Ishares Russell 1000 Gr ETF

ETFs
157
+ 1.31%
$320.42 - $421.7 $50.3K - $66.2K
12.1K $5.12M
VGSH
Vanguard

ETFs
13.1K
+ 29.1%
$58.32 - $58.95 $765K - $773K
58.2K $3.42M
LKQ
Lkq Corp

Consumer Cyclical
20.9K
+ 2676.06%
$36.86 - $43.38 $770K - $907K
21.7K $802K
VNQI
Vanguard Global Ex U.S. Real

ETFs
3.4K
+ 3.48%
$37.77 - $46.15 $128K - $157K
101K $4.66M
CSL
Carlisle Companies Inc

Industrials
1.79K
+ 174.15%
$317.1 - $408.5 $566K - $729K
2.81K $1.05M
MA
Mastercard Inc

Financial Services
975
+ 10.52%
$479.92 - $590.74 $468K - $576K
10.2K $5.75M
HAS
Hasbro, Inc.

Consumer Cyclical
9.08K
+ 4704.15%
$50.71 - $73.82 $460K - $670K
9.27K $684K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.8K
+ 0.54%
$22.92 - $28.05 $41.1K - $50.3K
335K $9.39M
BSCU
Invesco Exc Self Ind Tr

ETFs
39.3K
+ 128.16%
$16.31 - $16.78 $641K - $660K
70K $1.17M
BNDX
Vanguard Total International B

ETFs
6.63K
+ 1.58%
$48.77 - $49.55 $324K - $329K
427K $21.1M
KMX
Carmax Inc

Consumer Cyclical
9.19K
+ 6129.33%
$62.27 - $82.77 $573K - $761K
9.34K $628K
SCHO
Schwab Short Term Us Treasury

ETFs
23.8K
+ 2.83%
$24.19 - $24.45 $576K - $582K
864K $21.1M
COP
Conocophillips

Energy
9.7K
+ 56.7%
$82.66 - $106.1 $801K - $1.03M
26.8K $2.4M
SHOP
Shopify Inc.

Technology
3.35K
+ 32.62%
$76.89 - $115.35 $257K - $386K
13.6K $1.57M
AMD
Advanced Micro Devices Inc

Technology
188
+ 1.38%
$78.21 - $143.81 $14.7K - $27K
13.9K $1.97M
FIX
Comfort Systems Usa Inc

Industrials
3
+ 0.11%
$296.51 - $536.21 $890 - $1.61K
2.62K $1.4M
WFC
Wells Fargo & Company

Financial Services
1.54K
+ 3.06%
$60.98 - $80.12 $93.9K - $123K
51.8K $4.15M
V
Visa Inc.

Financial Services
1.36K
+ 11.3%
$308.27 - $373.31 $420K - $508K
13.4K $4.76M
HCA
Hca Healthcare, Inc.

Healthcare
1.34K
+ 455.59%
$317.61 - $387.52 $427K - $521K
1.64K $627K
ALLE
Allegion PLC

Industrials
3.39K
+ 3231.43%
$118.52 - $145.64 $402K - $494K
3.5K $504K
DFIV
Dimensional ETF Tr

ETFs
3.57K
+ 3.76%
$34.67 - $43.21 $124K - $154K
98.5K $4.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.66K
+ 3.4%
$60.34 - $74.89 $100K - $124K
50.5K $3.78M
XLI
Industrial Sector Spdr

ETFs
1.48K
+ 10.26%
$116.42 - $147.52 $172K - $218K
15.9K $2.35M
CRM
Salesforce, Inc.

Technology
1.4K
+ 9.26%
$236.26 - $291.15 $331K - $408K
16.5K $4.51M
ROL
Rollins Inc

Consumer Cyclical
7.59K
+ 186.33%
$50.65 - $58.58 $384K - $445K
11.7K $658K
MNST
Monster Beverage Corp

Consumer Defensive
5.78K
+ 35.33%
$55.01 - $64.24 $318K - $371K
22.1K $1.39M
SBUX
Starbucks Corp

Consumer Cyclical
5.12K
+ 65.99%
$79.69 - $99.41 $408K - $509K
12.9K $1.18M
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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