Nelson, Van Denburg & Campbell Wealth Management Group, LLC Reduced Holdings in Q3 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.94 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-181K
- 81.05%
$57.5 - $61.94 $10.4M - $11.2M
42.3K $2.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.6K
- 8.63%
$459.11 - $506.91 $4.85M - $5.36M
112K $56.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-31K
- 15.61%
$132.9 - $142.03 $4.13M - $4.41M
168K $23.7M
DFAI
Dimensional ETF Tr

ETFs
-62K
- 20.45%
$34.05 - $36.55 $2.11M - $2.27M
241K $8.77M
MSTR
Microstrategy Inc

Technology
-792
- 7.54%
$300.7 - $455.9 $238K - $361K
9.72K $3.13M
BMI
Badger Meter Inc

Technology
-1.58K
- 12.95%
$172.32 - $245.81 $273K - $389K
10.6K $1.9M
PM
Philip Morris International Inc.

Consumer Defensive
-4.95K
- 60.93%
$157.77 - $183.27 $781K - $907K
3.18K $514K
USRT
Ishares Core U.S. Reit ETF

ETFs
-19.8K
- 12.77%
$55.64 - $59.37 $1.1M - $1.17M
135K $7.93M
PVI
Invesco Vrdo Tax Free ETF

ETFs
-31.3K
- 64.1%
$24.68 - $24.97 $773K - $782K
17.5K $435K
CRM
Salesforce, Inc.

Technology
-767
- 4.64%
$231.66 - $273.65 $178K - $210K
15.8K $3.74M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.2K
- 3.48%
$81.75 - $84.54 $831K - $859K
282K $23.7M
PRU
Prudential Financial Inc

Financial Services
-3.84K
- 42.51%
$100.68 - $109.89 $386K - $421K
5.19K $538K
ROL
Rollins Inc

Consumer Cyclical
-7.6K
- 65.14%
$55.05 - $58.74 $418K - $446K
4.07K $238K
VOT
Vanguard Mid Cap Growth Index

ETFs
-12.7K
- 3.56%
$282.75 - $294.19 $3.58M - $3.73M
344K $101M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-18K
- 10.01%
$20.66 - $20.74 $373K - $374K
162K $3.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.36K
- 1.54%
$211.65 - $238.24 $288K - $324K
86.7K $19M
TWLO
Twilio Inc

Communication Services
-1.51K
- 28.09%
$92.44 - $132.7 $140K - $201K
3.87K $387K
ADBE
Adobe Inc.

Technology
-562
- 29.15%
$333.65 - $392.1 $188K - $220K
1.37K $481K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-7.01K
- 45.41%
$39.06 - $43.42 $274K - $304K
8.42K $365K
STT
State Street Corp

Financial Services
-2.9K
- 28.08%
$102.01 - $117.25 $296K - $340K
7.42K $861K
META
Meta Platforms, Inc.

Communication Services
-212
- 1.01%
$695.21 - $791.73 $147K - $168K
20.8K $15.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.71K
- 11.94%
$92.18 - $95.14 $250K - $258K
20K $1.9M
TOST
Toast, Inc.

Technology
-3.99K
- 37.92%
$36.51 - $49.3 $146K - $197K
6.54K $238K
EAT
Brinker International, Inc

Consumer Cyclical
-544
- 19.77%
$126.68 - $184.02 $68.9K - $100K
2.21K $279K
ICE
Intercontinental Exchange, Inc.

Financial Services
-94
- 0.73%
$167.28 - $188.45 $15.7K - $17.7K
12.8K $2.16M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-445
- 1.81%
$65.64 - $78.22 $29.2K - $34.8K
24.2K $1.62M
DNP
Dnp Select Income Fund Inc

Financial Services
-22.8K
- 20.86%
$9.65 - $10.02 $220K - $229K
86.7K $867K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-297
- 11.89%
$332.69 - $399.0 $98.8K - $119K
2.2K $731K
CBRE
Cbre Group, Inc.

Real Estate
-1.97K
- 30.55%
$137.04 - $165.9 $270K - $327K
4.48K $705K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.97K
- 11.66%
$97.75 - $100.75 $193K - $199K
15K $1.5M
MO
Altria Group, Inc.

Consumer Defensive
-3.91K
- 36.44%
$57.75 - $67.68 $226K - $265K
6.83K $450K
XLF
Financial Sector Spdr

ETFs
-4.52K
- 10.59%
$51.37 - $54.25 $232K - $245K
38.1K $2.06M
RSG
Republic Services, Inc.

Industrials
-12
- 0.12%
$225.33 - $246.01 $2.7K - $2.95K
10.3K $2.35M
T
At&T Inc.

Communication Services
-3.91K
- 5.28%
$26.94 - $29.62 $105K - $116K
70.2K $1.98M
SCHW
Schwab Charles Corp

Financial Services
-2.71K
- 11.62%
$91.03 - $98.69 $246K - $267K
20.6K $1.96M
LEGN
Legend Biotech Corp

Healthcare
-3.66K
- 31.03%
$32.61 - $44.32 $119K - $162K
8.14K $265K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.94K
- 27.67%
$30.71 - $30.86 $152K - $152K
12.9K $398K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-1.52K
- 21.44%
$99.12 - $99.52 $150K - $151K
5.56K $552K
BSMU
Invesco Exchange Self Ind Tr

ETFs
-7.24K
- 31.57%
$21.43 - $22.06 $155K - $160K
15.7K $343K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.23K
- 39.34%
$45.6 - $46.92 $147K - $152K
4.98K $232K
MUB
Ishares National Muni Bond ETF

ETFs
-5.96K
- 2.39%
$103.24 - $106.68 $616K - $636K
243K $25.9M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.97K
- 1.22%
$50.82 - $51.09 $151K - $152K
240K $12.3M
CMCSA
Comcast Corp

Communication Services
-1.7K
- 9.41%
$31.41 - $36.33 $53.2K - $61.6K
16.3K $512K
XLV
Select Sector Spdr Fund Health

ETFs
-1.25K
- 12.23%
$129.01 - $139.72 $162K - $175K
8.98K $1.25M
OPCH
Option Care Health, Inc.

Healthcare
-2.67K
- 24.0%
$26.82 - $31.95 $71.7K - $85.4K
8.47K $234K
FTCS
First Trust Capital Strength E

ETFs
-2.81K
- 5.58%
$89.72 - $93.74 $252K - $264K
47.6K $4.46M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-5.42K
- 26.37%
$23.12 - $23.59 $125K - $128K
15.1K $354K
EPD
Enterprise Products Partners L.P.

Energy
-4K
- 26.76%
$30.74 - $32.14 $123K - $129K
10.9K $342K
FANG
Diamondback Energy, Inc.

Energy
-945
- 29.23%
$134.53 - $152.5 $127K - $144K
2.29K $327K
Activity Summary
Buys All Purchases 402 New Holdings 59 Increased Positions 343 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 0 Puts 0
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