Nelson, Van Denburg & Campbell Wealth Management Group, LLC Reduced Holdings 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
CHK
Chesapeake Energy Corp

Energy
-2.25K
- 44.98%
N/A
2.75K $236K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.25K
- 2.4%
$51.68 - $52.76 $272K - $277K
214K $11.3M
PRU
Prudential Financial Inc

Financial Services
-1.34K
- 12.93%
$95.12 - $112.71 $127K - $151K
9.02K $969K
GD
General Dynamics Corp

Industrials
-837
- 27.88%
$247.68 - $291.66 $207K - $244K
2.17K $631K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-831
- 41.41%
$167.22 - $212.42 $139K - $177K
1.18K $232K
XLF
Financial Sector Spdr

ETFs
-5.44K
- 11.3%
$43.92 - $52.37 $239K - $285K
42.7K $2.23M
SU
Suncor Energy Inc

Energy
-3.98K
- 41.44%
$31.54 - $41.04 $125K - $163K
5.62K $210K
NBH
Neuberger Berman Municipal Fund Inc.

Financial Services
-13.9K
- 46.08%
$9.7 - $10.52 $135K - $146K
16.3K $159K
XLE
Energy Sector Spdr

ETFs
-206
- 1.34%
$76.44 - $94.13 $15.7K - $19.4K
15.1K $1.28M
BOTZ
Global X Fds

ETFs
-7.45K
- 30.89%
$24.51 - $32.65 $183K - $243K
16.7K $544K
NMAI
Nuveen Multi Asset Income Fund

ETFs
-12K
- 50.72%
$10.75 - $12.65 $129K - $152K
11.7K $147K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.18K
- 17.76%
$44.37 - $50.04 $96.6K - $109K
10.1K $479K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.76K
- 21.33%
$66.5 - $71.25 $117K - $125K
6.49K $451K
DHR
Danaher Corp

Healthcare
-130
- 0.94%
$174.64 - $205.16 $22.7K - $26.7K
13.7K $2.71M
ENB
Enbridge Inc

Energy
-2.99K
- 34.07%
$41.09 - $47.16 $123K - $141K
5.79K $262K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-8.28K
- 31.75%
$13.63 - $14.4 $113K - $119K
17.8K $250K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-5.42K
- 26.01%
$30.87 - $39.17 $167K - $212K
15.4K $604K
LNTH
Lantheus Holdings, Inc.

Healthcare
-523
- 10.29%
$73.86 - $108.74 $38.6K - $56.9K
4.56K $373K
GIS
General Mills Inc

Consumer Defensive
-70
- 0.49%
$50.37 - $60.97 $3.53K - $4.27K
14.3K $740K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.16K
- 25.83%
$83.97 - $92.85 $97.7K - $108K
3.34K $294K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-2.12K
- 2.41%
$23.54 - $27.53 $49.9K - $58.3K
85.7K $2.21M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-746
- 20.38%
$110.23 - $131.5 $82.2K - $98.1K
2.92K $360K
INTC
Intel Corp

Technology
-4.34K
- 26.37%
$18.13 - $22.69 $78.7K - $98.5K
12.1K $271K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-7.31K
- 40.99%
$14.74 - $18.91 $108K - $138K
10.5K $198K
IBB
Ishares Biotechnology ETF

ETFs
-647
- 8.54%
$112.02 - $129.0 $72.5K - $83.5K
6.93K $876K
WDFC
Wd 40 CO

Basic Materials
-96
- 2.25%
$217.49 - $248.93 $20.9K - $23.9K
4.18K $953K
LEGN
Legend Biotech Corp

Healthcare
-3.1K
- 20.8%
$27.69 - $37.91 $85.8K - $118K
11.8K $418K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.68K
- 16.4%
$51.1 - $53.29 $85.7K - $89.4K
8.55K $455K
PSX
Phillips 66

Energy
-357
- 3.89%
$92.87 - $125.73 $33.2K - $44.9K
8.81K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-222
- 1.36%
$335.24 - $380.78 $74.4K - $84.5K
16.2K $5.92M
FTCS
First Trust Capital Strength E

ETFs
-1.59K
- 3.05%
$81.6 - $92.39 $130K - $147K
50.4K $4.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-118
- 3.35%
$99.37 - $134.05 $11.7K - $15.8K
3.41K $386K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
-19
- 0.16%
$78.57 - $89.09 $1.49K - $1.69K
11.8K $942K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.32K
- 10.77%
$35.3 - $37.51 $81.7K - $86.8K
19.2K $719K
EMR
Emerson Electric CO

Industrials
-1.26K
- 29.37%
$94.15 - $133.33 $118K - $168K
3.02K $403K
VPU
Vanguard Utilities ETF

ETFs
-420
- 22.34%
$158.36 - $178.82 $66.5K - $75.1K
1.46K $257K
JBT
John Bean Technologies Corp

Industrials
-505
- 5.72%
N/A
8.33K $1.05M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-62
- 3.17%
$212.1 - $244.27 $13.2K - $15.1K
1.89K $413K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-844
- 10.64%
$50.47 - $54.75 $42.6K - $46.2K
7.09K $372K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-2.36K
- 1.77%
$29.07 - $29.38 $68.5K - $69.2K
131K $3.82M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-671
- 5.74%
$91.43 - $91.74 $61.3K - $61.6K
11K $1.01M
ELV
Elevance Health, Inc.

Healthcare
-1
- 0.08%
$372.27 - $452.69 $372 - $453
1.31K $509K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-742
- 3.26%
$105.23 - $109.61 $78.1K - $81.3K
22K $2.41M
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.84K
- 9.58%
$29.0 - $30.68 $53.4K - $56.5K
17.4K $533K
VHT
Vanguard Health Care ETF

ETFs
-99
- 5.18%
$236.71 - $261.92 $23.4K - $25.9K
1.81K $450K
FISV
Fiserv Inc

Technology
-411
- 1.6%
N/A
25.3K $3.17M
IOT
Samsara Inc.

Technology
-1.71K
- 14.99%
$33.46 - $47.74 $57.1K - $81.5K
9.68K $385K
SHW
Sherwin Williams CO

Basic Materials
-73
- 1.79%
$313.51 - $363.51 $22.9K - $26.5K
4.01K $1.38M
FTHI
First Trust Exchange Traded Fd

ETFs
-5.25K
- 7.24%
$19.66 - $22.85 $103K - $120K
67.4K $1.54M
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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