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
NVS
Novartis Ag

Healthcare
1.31K
+ 26.38%
$101.96 - $121.01 $133K - $158K
6.25K $756K
IYF
Ishares Tr

ETFs
554
+ 3.42%
$99.23 - $120.99 $55K - $67K
16.8K $2.03M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
648
+ 28.15%
$421.16 - $509.5 $273K - $330K
2.95K $1.31M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.13K
+ 2.35%
N/A
136K $8.5M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
16
+ 0.19%
$40.51 - $71.03 $648 - $1.14K
8.24K $579K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.18K
+ 537.73%
$160.0 - $195.62 $189K - $231K
1.4K $228K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
5.5K
+ 24.79%
$17.11 - $21.71 $94.1K - $119K
27.7K $601K
PSTG
Pure Storage, Inc.

Technology
1.9K
+ 37.99%
$37.18 - $57.58 $70.6K - $109K
6.9K $397K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3.86K
+ 18.28%
$29.52 - $35.31 $114K - $136K
24.9K $880K
NRG
Nrg Energy, Inc.

Utilities
10
+ 0.38%
$83.61 - $162.67 $836 - $1.63K
2.67K $428K
CSX
Csx Corp

Industrials
4.91K
+ 130.04%
$26.69 - $32.91 $131K - $162K
8.69K $283K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 11.03%
$96.84 - $99.46 $163K - $167K
16.9K $1.68M
ILMN
Illumina, Inc.

Healthcare
1.34K
+ 54.87%
$70.3 - $95.41 $94.2K - $128K
3.78K $360K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.13K
+ 4.82%
$53.36 - $61.57 $60K - $69.3K
24.5K $1.51M
ABC
Amerisourcebergen Corp

Healthcare
866
+ 18.65%
N/A
5.51K $1.02M
NEE
Nextera Energy Inc

Utilities
2.78K
+ 11.47%
$64.11 - $75.0 $178K - $208K
27K $1.87M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
94
+ 0.03%
$77.74 - $78.78 $7.31K - $7.41K
336K $26.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
12K
+ 4.03%
$18.94 - $21.67 $227K - $260K
309K $6.55M
FDS
Factset Research Systems Inc

Financial Services
337
+ 44.52%
$398.85 - $473.32 $134K - $160K
1.09K $489K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
15.6K
+ 17.33%
$10.29 - $11.24 $160K - $175K
105K $1.15M
RTX
Raytheon Technologies Corp

Industrials
182
+ 2.11%
$113.75 - $148.48 $20.7K - $27K
8.8K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
829
+ 19.48%
$210.83 - $235.28 $175K - $195K
5.09K $1.13M
EXPD
Expeditors International Of Washington Inc

Industrials
1.34K
+ 45.76%
$102.84 - $122.24 $138K - $164K
4.28K $488K
WDAY
Workday, Inc.

Technology
513
+ 45.24%
$210.47 - $274.71 $108K - $141K
1.65K $395K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
32
+ 0.19%
$70.44 - $86.87 $2.25K - $2.78K
17.3K $1.5M
SPOT
Spotify Technology S.A.

Communication Services
49
+ 12.96%
$503.3 - $775.9 $24.7K - $38K
427 $327K
EOG
Eog Resources Inc

Energy
1.36K
+ 24.99%
$104.61 - $129.97 $143K - $177K
6.82K $816K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.13K
+ 1.69%
$22.68 - $23.28 $116K - $119K
309K $7.15M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
1.05K
+ 22.79%
$46.95 - $68.11 $49.1K - $71.2K
5.64K $356K
YUM
Yum Brands Inc

Consumer Cyclical
890
+ 37.44%
$138.36 - $161.45 $123K - $144K
3.27K $484K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
2.91K
+ 18.42%
$21.9 - $25.54 $63.8K - $74.4K
18.7K $478K
INSM
Insmed Inc

Healthcare
1
+ 0.02%
$64.81 - $105.9 $64.8 - $106
4.15K $417K
PRCT
Procept Bio Robotics Corp

Healthcare
1.76K
+ 35.69%
$48.82 - $65.05 $85.7K - $114K
6.67K $384K
AOA
Ishares Tr Core Aggressive All

ETFs
325
+ 3.22%
$69.46 - $83.4 $22.6K - $27.1K
10.4K $868K
SQ
Block, Inc.

Technology
1.66K
+ 31.06%
N/A
7.02K $401K
ACWI
Ishares Msci Acwi ETF

ETFs
3
+ 0.04%
$103.59 - $128.6 $311 - $386
7.34K $943K
EAT
Brinker International, Inc

Consumer Cyclical
16
+ 0.59%
$128.68 - $181.78 $2.06K - $2.91K
2.75K $496K
NVO
Novo Nordisk A S

Healthcare
1.4K
+ 7.9%
$58.08 - $81.05 $81.4K - $114K
19.2K $1.32M
ABNB
Airbnb, Inc.

Consumer Cyclical
486
+ 25.46%
$105.69 - $140.64 $51.4K - $68.4K
2.4K $316K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
862
+ 25.56%
$100.35 - $100.71 $86.5K - $86.8K
4.23K $426K
USB
Us Bancorp \De\

Financial Services
1.44K
+ 21.75%
$36.4 - $45.76 $52.2K - $65.7K
8.03K $363K
TRU
Trans Union

Industrials
653
+ 12.19%
$69.26 - $91.89 $45.2K - $60K
6.01K $528K
SLB
Schlumberger Limited

Energy
3.68K
+ 70.37%
$31.95 - $42.2 $118K - $155K
8.91K $300K
BX
Blackstone Inc.

Financial Services
333
+ 10.68%
$120.07 - $151.11 $40K - $50.3K
3.45K $516K
MASI
Masimo Corp

Healthcare
436
+ 14.63%
$144.4 - $171.97 $63K - $75K
3.42K $574K
OWL
Blue Owl Capital Inc.

Financial Services
5.14K
+ 20.11%
$15.9 - $21.16 $81.7K - $109K
30.7K $589K
FDL
First Tr Morningstar Dividend

ETFs
2.1K
+ 29.83%
$38.19 - $43.19 $80.2K - $90.7K
9.14K $382K
AOM
Ishares Tr Core Moderate Alloc

ETFs
704
+ 3.59%
$41.55 - $46.04 $29.3K - $32.4K
20.3K $935K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
2.49K
+ 1.41%
$24.98 - $25.66 $62.1K - $63.8K
178K $4.57M
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
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email