Nelson, Van Denburg & Campbell Wealth Management Group, LLC New Holdings 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
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
89.3K
New
$24.66 - $27.63 $2.2M - $2.47M
89.3K $2.26M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.91K
New
$74.68 - $81.45 $441K - $481K
5.91K $441K
JWN
Nordstrom Inc

Consumer Cyclical
17.2K
New
$21.42 - $24.9 $368K - $428K
17.2K $415K
GKOS
Glaukos Corp

Healthcare
2.6K
New
$126.42 - $152.67 $329K - $397K
2.6K $390K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.2K
New
$49.58 - $50.28 $208K - $211K
4.2K $208K
BLD
Top Build Corp

Industrials
512
New
$308.96 - $414.77 $158K - $212K
512 $159K
INSM
Insmed Inc

Healthcare
2.28K
New
$66.29 - $76.63 $151K - $175K
2.28K $157K
EXTR
Extreme Networks Inc

Technology
9.4K
New
$14.22 - $18.52 $134K - $174K
9.4K $157K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.45K
New
$49.79 - $51.14 $122K - $125K
2.45K $122K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
2.57K
New
$38.14 - $45.74 $98K - $118K
2.57K $100K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
4.96K
New
$19.11 - $21.17 $94.8K - $105K
4.96K $95K
BSCU
Invesco Exc Self Ind Tr

ETFs
5.5K
New
$16.32 - $16.99 $89.8K - $93.4K
5.5K $90K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
440
New
$194.9 - $214.12 $85.8K - $94.2K
440 $88K
MRUS
Merus N.V.

Healthcare
1.82K
New
$41.45 - $54.5 $75.2K - $98.9K
1.82K $76K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
550
New
$123.69 - $133.68 $68K - $73.5K
550 $68K
NFRA
Flexshares Stoxx Global Broad

ETFs
1.23K
New
$54.11 - $59.58 $66.3K - $73K
1.23K $66K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
405
New
$164.89 - $177.66 $66.8K - $72K
405 $66K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
5.5K
New
$11.72 - $12.36 $64.5K - $68K
5.5K $65K
SOUN
Soundhound Ai, Inc.

Technology
3.22K
New
$4.51 - $24.23 $14.5K - $78K
3.22K $63K
BCYC
Bicycle Therapeutics PLC

Healthcare
4.04K
New
$13.81 - $27.5 $55.8K - $111K
4.04K $56K
IIM
Invesco Value Municipal Income Trust

Financial Services
4.5K
New
$11.71 - $12.93 $52.7K - $58.2K
4.5K $53K
LMND
Lemonade, Inc.

Financial Services
1.1K
New
$15.65 - $51.81 $17.2K - $57K
1.1K $40K
BE
Bloom Energy Corp

Industrials
1.8K
New
$9.04 - $27.45 $16.3K - $49.4K
1.8K $39K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
500
New
$75.65 - $83.47 $37.8K - $41.7K
500 $38K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
4.38K
New
$7.8 - $9.54 $34.2K - $41.8K
4.38K $38K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.63K
New
$22.21 - $24.22 $36.2K - $39.5K
1.63K $36K
IXJ
Ishares Global Healthcare ETF

ETFs
420
New
$85.65 - $98.34 $36K - $41.3K
420 $36K
SMRT
Smart Rent, Inc.

Technology
17.5K
New
$1.41 - $1.96 $24.7K - $34.3K
17.5K $30K
GEF
Greif, Inc

Consumer Cyclical
506
New
$60.32 - $72.15 $30.5K - $36.5K
506 $30K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.08K
New
$26.53 - $28.09 $28.7K - $30.4K
1.08K $29K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
742
New
$38.01 - $39.08 $28.2K - $29K
742 $28K
SDG
Ishares Trust Ishares Msci Glo

ETFs
400
New
$71.56 - $85.77 $28.6K - $34.3K
400 $28K
KXI
Ishares Tr Global Consumer Sta

ETFs
464
New
$60.15 - $65.39 $27.9K - $30.3K
464 $27K
IMKTA
Ingles Markets Inc

Consumer Defensive
367
New
$60.85 - $75.3 $22.3K - $27.6K
367 $23K
SBSW
Sibanye Stillwater LTD

Basic Materials
6.82K
New
$3.24 - $5.22 $22.1K - $35.6K
6.82K $22K
QUBT
Quantum Computing Inc.

Technology
1.25K
New
$0.64 - $21.61 $797 - $26.9K
1.25K $21K
SPH
Suburban Propane Partners LP

Utilities
1.14K
New
$17.0 - $19.85 $19.3K - $22.5K
1.14K $19K
UVE
Universal Insurance Holdings, Inc.

Financial Services
900
New
$16.9 - $22.98 $15.2K - $20.7K
900 $18K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
766
New
$15.19 - $25.13 $11.6K - $19.2K
766 $18K
SERA
Sera Prognostics, Inc.

Healthcare
2.05K
New
$6.03 - $8.83 $12.4K - $18.1K
2.05K $17K
SMB
Vaneck Short Muni ETF

ETFs
940
New
$17.07 - $17.26 $16K - $16.2K
940 $16K
UGP
Ultrapar Holdings Inc

Energy
6.04K
New
$2.57 - $3.95 $15.5K - $23.9K
6.04K $15K
LSCC
Lattice Semiconductor Corp

Technology
271
New
$48.58 - $63.46 $13.2K - $17.2K
271 $15K
BSJR
Invesco Indx Tr

ETFs
667
New
$22.37 - $22.7 $14.9K - $15.1K
667 $14K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
1.29K
New
$10.7 - $12.07 $13.8K - $15.6K
1.29K $14K
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
1K
New
$14.4 - $16.03 $14.4K - $16K
1K $14K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
189
New
$75.22 - $82.17 $14.2K - $15.5K
189 $14K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
287
New
$49.25 - $53.57 $14.1K - $15.4K
287 $14K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
686
New
$21.68 - $22.16 $14.9K - $15.2K
686 $14K
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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