Nelson, Van Denburg & Campbell Wealth Management Group, LLC Reduced Holdings in Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-316K
- 99.32%
$22.61 - $22.79 $7.15M - $7.2M
2.17K $49K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-62.9K
- 28.17%
$94.31 - $103.26 $5.93M - $6.49M
160K $16.4M
VBR
Vanguard Small Cap Value ETF

ETFs
-27.7K
- 27.27%
$179.99 - $201.6 $4.98M - $5.58M
73.8K $14.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-35K
- 47.1%
$92.63 - $105.69 $3.24M - $3.7M
39.3K $4.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-14K
- 45.53%
$173.36 - $189.8 $2.42M - $2.65M
16.7K $3.17M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-61K
- 67.2%
$32.04 - $37.11 $1.96M - $2.26M
29.8K $1.08M
BA
Boeing CO

Industrials
-64
- 0.1%
$152.04 - $190.6 $9.73K - $12.2K
63.4K $9.65M
XLI
Industrial Sector Spdr

ETFs
-13.1K
- 47.8%
$120.56 - $135.44 $1.59M - $1.78M
14.4K $1.94M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-17.3K
- 40.38%
$81.31 - $83.29 $1.41M - $1.44M
25.6K $2.12M
GOOGL
Alphabet Inc.

Communication Services
-720
- 1.08%
$148.65 - $191.18 $107K - $138K
65.6K $10.9M
SYLD
Cambria Shareholder Yld ETF

ETFs
-13.9K
- 73.36%
$66.68 - $72.81 $926K - $1.01M
5.04K $364K
NVDA
Nvidia Corp

Technology
-4.24K
- 2.19%
$98.91 - $134.91 $420K - $572K
190K $23.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-41.4K
- 34.62%
$25.45 - $29.53 $1.05M - $1.22M
78.2K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
-54.7K
- 9.03%
$47.6 - $53.31 $2.6M - $2.91M
550K $29.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-14.3K
- 16.54%
$105.53 - $118.34 $1.51M - $1.7M
72.3K $8.46M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-16.1K
- 30.5%
$60.13 - $68.17 $966K - $1.09M
36.6K $2.48M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-17.1K
- 31.57%
$47.54 - $52.58 $812K - $898K
37K $1.95M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-8.49K
- 65.91%
$89.91 - $101.33 $763K - $860K
4.39K $430K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-7.61K
- 23.23%
$113.41 - $125.62 $863K - $956K
25.2K $3.16M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-21.5K
- 47.3%
$38.04 - $45.36 $818K - $975K
24K $1.07M
IWP
Ishares Russell Mid Cap Growth

ETFs
-7.16K
- 22.24%
$103.87 - $117.59 $744K - $842K
25K $2.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-4.12K
- 74.21%
$156.14 - $187.2 $643K - $771K
1.43K $264K
WMB
Williams Companies, Inc.

Energy
-13.9K
- 72.1%
$41.24 - $46.22 $571K - $640K
5.36K $244K
OVV
Ovintiv Inc.

Energy
-10.5K
- 99.95%
$37.0 - $48.89 $389K - $514K
5 $0
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-39.5K
- 44.27%
$12.25 - $12.54 $483K - $495K
49.7K $623K
HON
Honeywell International Inc

Industrials
-1.65K
- 9.24%
$196.73 - $220.21 $325K - $364K
16.2K $3.36M
COP
Conocophillips

Energy
-1.55K
- 4.8%
$102.3 - $116.61 $158K - $181K
30.7K $3.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-14.8K
- 11.89%
$57.32 - $62.65 $849K - $928K
110K $6.84M
CVX
Chevron Corp

Energy
-1.26K
- 4.43%
$137.88 - $161.97 $173K - $204K
27.1K $3.99M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-18.8K
- 97.67%
$23.54 - $26.35 $443K - $496K
450 $11K
BUG
Global X Fds Cybersecurity ETF

ETFs
-14.4K
- 59.61%
$27.33 - $31.1 $393K - $448K
9.75K $301K
QCOM
Qualcomm Inc

Technology
-203
- 1.66%
$156.12 - $209.64 $31.7K - $42.6K
12K $2.05M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-13.7K
- 5.82%
$51.02 - $52.74 $697K - $721K
221K $11.6M
XLE
Energy Sector Spdr

ETFs
-3.74K
- 22.01%
$84.35 - $93.39 $316K - $349K
13.3K $1.16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-7.57K
- 83.56%
$48.06 - $49.39 $364K - $374K
1.49K $73K
VGLT
Vanguard Long Term Treasury Et

ETFs
-7.01K
- 39.23%
$56.52 - $63.23 $396K - $443K
10.9K $668K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-16.4K
- 17.42%
$23.04 - $24.06 $378K - $394K
77.7K $1.87M
VRT
Vertiv Holdings CO

Industrials
-3.62K
- 41.07%
$86.66 - $86.66 $314K - $314K
5.2K $450K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-13.4K
- 15.16%
$28.11 - $29.42 $376K - $393K
74.8K $2.2M
ASML
Asml Holding Nv

Technology
-23
- 1.6%
$749.82 - $1098.95 $17.2K - $25.3K
1.41K $1.18M
IRM
Iron Mountain Inc

Real Estate
-3.52K
- 80.69%
$89.69 - $119.32 $315K - $419K
841 $99K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-6.93K
- 45.27%
$38.33 - $42.48 $265K - $294K
8.38K $351K
BCAT
Black Rock Capital Allocation Trust

ETFs
-16.8K
- 49.21%
$15.81 - $17.0 $266K - $286K
17.4K $285K
CVS
Cvs Health Corp

Healthcare
-4.66K
- 72.67%
$55.81 - $63.18 $260K - $295K
1.75K $110K
AZEK
Azek CO Inc.

Industrials
-6.1K
- 96.84%
$36.81 - $46.9 $224K - $286K
199 $9K
IEFA
Ishares Tr

ETFs
-7.14K
- 12.23%
$70.09 - $78.74 $500K - $562K
51.2K $4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-600
- 10.61%
$211.47 - $281.27 $127K - $169K
5.05K $1.24M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.39K
- 35.02%
$44.83 - $47.42 $242K - $256K
10K $471K
RGEN
Repligen Corp

Healthcare
-1.81K
- 68.69%
$119.79 - $167.35 $217K - $303K
826 $122K
Activity Summary
Buys All Purchases 988 New Holdings 202 Increased Positions 786 Sells All Sells 685 Reductions 684 Sold out 1 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