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
T
At&T Inc.

Communication Services
-349
- 0.47%
$26.33 - $28.94 $9.19K - $10.1K
74.1K $2.14M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-7
- 0.08%
$162.65 - $188.71 $1.14K - $1.32K
8.89K $1.68M
MMM
3 M CO

Industrials
-4
- 0.05%
$126.09 - $154.15 $504 - $617
8.08K $1.23M
BK
Bank Of New York Mellon Corp

Financial Services
-13
- 0.21%
$73.31 - $91.62 $953 - $1.19K
6.04K $550K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-174
- 1.03%
$103.88 - $123.68 $18.1K - $21.5K
16.7K $2.06M
IVE
Ishares S&P 500 Value ETF

ETFs
-118
- 0.86%
$168.34 - $195.42 $19.9K - $23.1K
13.6K $2.66M
VGT
Vanguard Information Technolog

ETFs
-206
- 13.53%
$470.37 - $663.28 $96.9K - $137K
1.32K $873K
TPR
Tapestry, Inc.

Consumer Cyclical
-2.47K
- 16.23%
$60.6 - $87.81 $150K - $217K
12.7K $1.12M
SAP
Sap Se

Technology
-6
- 0.42%
$237.53 - $309.8 $1.43K - $1.86K
1.42K $432K
URTH
Ishares Msci World ETF

ETFs
-263
- 4.47%
$136.3 - $169.38 $35.8K - $44.5K
5.63K $953K
IOO
Ishares Tr Global 100 ETF

ETFs
-398
- 4.66%
$84.95 - $107.54 $33.8K - $42.8K
8.14K $875K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-474
- 3.29%
$58.41 - $72.69 $27.7K - $34.5K
13.9K $1.01M
IWM
Ishares Russell 2000 ETF

ETFs
-185
- 2.83%
$174.82 - $215.79 $32.3K - $39.9K
6.35K $1.37M
PNR
Pentair PLC

Industrials
-591
- 7.0%
$76.17 - $103.58 $45K - $61.2K
7.85K $805K
MRVL
Marvell Technology, Inc.

Technology
-283
- 4.95%
$49.38 - $79.97 $14K - $22.6K
5.43K $420K
IWD
Ishares Russell 1000 Val ETF

ETFs
-146
- 0.89%
$166.82 - $194.23 $24.4K - $28.4K
16.2K $3.15M
PANW
Palo Alto Networks Inc

Technology
-6
- 0.28%
$152.44 - $204.64 $915 - $1.23K
2.14K $437K
DFAT
Dimensional ETF Tr U S Target

ETFs
-29
- 0.1%
$44.8 - $53.97 $1.3K - $1.57K
29.7K $1.6M
COST
Costco Wholesale Corp

Consumer Defensive
-193
- 3.22%
$908.13 - $1056.85 $175K - $204K
5.8K $5.74M
TT
Trane Technologies PLC

Industrials
-91
- 7.72%
$315.21 - $437.41 $28.7K - $39.8K
1.09K $475K
RRX
Regal Rexnord Corp

Industrials
-149
- 4.65%
$94.06 - $147.0 $14K - $21.9K
3.06K $442K
GLDM
World Gold Trust

ETFs
-4.86K
- 4.39%
$58.96 - $67.97 $286K - $330K
106K $6.93M
INTU
Intuit Inc

Technology
-142
- 12.62%
$544.07 - $787.63 $77.3K - $112K
983 $774K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-110
- 2.33%
$113.67 - $150.4 $12.5K - $16.5K
4.62K $694K
PWR
Quanta Services, Inc.

Industrials
-100
- 9.36%
$239.47 - $381.26 $23.9K - $38.1K
968 $365K
NTRA
Natera, Inc.

Healthcare
-14
- 0.38%
$132.23 - $171.87 $1.85K - $2.41K
3.66K $618K
LHX
L3 Harris Technologies, Inc.

Industrials
-18
- 0.72%
$200.21 - $256.99 $3.6K - $4.63K
2.49K $623K
IWL
Ishares Tr Russell 200 ETF

ETFs
-252
- 2.85%
$122.36 - $153.12 $30.8K - $38.6K
8.58K $1.31M
ASML
Asml Holding Nv

Technology
-9
- 1.1%
$595.37 - $815.24 $5.36K - $7.34K
810 $649K
AXON
Axon Enterprise, Inc.

Industrials
-260
- 24.16%
$497.13 - $827.94 $129K - $215K
816 $675K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-18
- 0.66%
$87.64 - $143.29 $1.58K - $2.58K
2.72K $389K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-90
- 0.49%
$32.41 - $42.59 $2.92K - $3.83K
18.4K $782K
ECL
Ecolab Inc.

Basic Materials
-102
- 1.08%
$225.65 - $270.95 $23K - $27.6K
9.31K $2.51M
ROKU
Roku, Inc

Communication Services
-34
- 0.47%
$55.1 - $87.89 $1.87K - $2.99K
7.14K $627K
NOW
Service Now, Inc.

Technology
-7
- 1.17%
$721.65 - $1040.18 $5.05K - $7.28K
593 $609K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-767
- 2.71%
$40.94 - $52.1 $31.4K - $40K
27.5K $1.43M
IAU
Ishares Gold Trust

ETFs
-662
- 1.3%
$56.1 - $64.74 $37.1K - $42.9K
50.3K $3.14M
ITA
Ishares Tr

ETFs
-7
- 0.18%
$135.31 - $188.64 $947 - $1.32K
3.86K $727K
GLD
Spdr Gold Trust

ETFs
-302
- 2.21%
$273.71 - $316.29 $82.7K - $95.5K
13.4K $4.07M
TWLO
Twilio Inc

Communication Services
-41
- 0.76%
$81.34 - $124.36 $3.33K - $5.1K
5.38K $669K
NVT
N Vent Electric PLC

Industrials
-315
- 3.89%
$45.2 - $73.35 $14.2K - $23.1K
7.79K $570K
HLI
Houlihan Lokey, Inc.

Financial Services
-21
- 0.25%
$141.59 - $182.75 $2.97K - $3.84K
8.51K $1.53M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.4K
- 4.45%
$19.6 - $24.44 $106K - $132K
116K $2.83M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-21
- 0.06%
$44.64 - $55.3 $937 - $1.16K
32.3K $1.79M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-389
- 0.57%
$24.38 - $30.18 $9.48K - $11.7K
67.4K $2.03M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-216
- 5.95%
$179.95 - $278.88 $38.9K - $60.2K
3.42K $952K
SYK
Stryker Corp

Healthcare
-90
- 0.95%
$337.37 - $395.63 $30.4K - $35.6K
9.35K $3.7M
KR
Kroger CO

Consumer Defensive
-771
- 1.13%
$64.62 - $74.0 $49.8K - $57.1K
67.3K $4.82M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-20.5K
- 4.29%
$21.21 - $23.36 $434K - $478K
457K $10.7M
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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