Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells 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
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1.49M
- 85.55%
$20.6 - $20.71 $30.7M - $30.8M
252K $5.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-162K
- 44.02%
$84.34 - $95.14 $13.7M - $15.4M
206K $18M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-125K
- 78.27%
$98.47 - $109.35 $12.4M - $13.7M
34.8K $3.43M
XOM
Exxon Mobil Corp

Energy
-19.9K
- 22.28%
$105.51 - $125.37 $2.1M - $2.5M
69.5K $7.47M
ABBV
Abb Vie Inc.

Healthcare
-3.74K
- 6.61%
$164.99 - $203.87 $617K - $762K
52.8K $9.39M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-66.4K
- 97.37%
$24.45 - $24.62 $1.62M - $1.63M
1.79K $43K
UNH
Unitedhealth Group Inc

Healthcare
-1.38K
- 12.22%
$485.52 - $625.25 $670K - $863K
9.91K $5.01M
BAC
Bank Of America Corp

Financial Services
-45.5K
- 34.62%
$39.22 - $47.77 $1.78M - $2.17M
85.8K $3.77M
ORCL
Oracle Corp

Technology
-6.82K
- 10.56%
$165.41 - $192.43 $1.13M - $1.31M
57.8K $9.63M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-12K
- 83.14%
$99.04 - $109.59 $1.19M - $1.31M
2.43K $241K
DHR
Danaher Corp

Healthcare
-2.02K
- 12.84%
$226.16 - $274.52 $458K - $555K
13.7K $3.15M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.04K
- 0.63%
$63.01 - $68.55 $381K - $414K
960K $60.8M
UNP
Union Pacific Corp

Industrials
-1.25K
- 2.98%
$223.15 - $249.32 $280K - $313K
40.8K $9.31M
MSFT
Microsoft Corp

Technology
-1.26K
- 2.18%
$406.35 - $454.46 $514K - $574K
56.6K $23.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.22K
- 2.61%
$58.88 - $64.8 $189K - $208K
120K $7.07M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.79K
- 5.13%
$34.13 - $37.35 $300K - $328K
162K $5.55M
AZO
Autozone Inc

Consumer Cyclical
-280
- 90.91%
$2981.19 - $3370.27 $835K - $944K
28 $89K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.04K
- 12.31%
$288.47 - $316.54 $588K - $645K
14.5K $4.21M
DFS
Discover Financial Services

Financial Services
-6.2K
- 80.83%
$136.3 - $182.67 $845K - $1.13M
1.47K $254K
HD
Home Depot, Inc.

Consumer Cyclical
-1.26K
- 6.93%
$385.02 - $431.37 $486K - $545K
17K $6.59M
ICE
Intercontinental Exchange, Inc.

Financial Services
-3.82K
- 22.21%
$148.29 - $166.93 $567K - $638K
13.4K $2M
GM
General Motors CO

Consumer Cyclical
-17.9K
- 63.63%
$44.82 - $60.2 $804K - $1.08M
10.2K $545K
AMGN
Amgen Inc

Healthcare
-1.86K
- 49.81%
$258.78 - $328.31 $480K - $609K
1.87K $487K
ECL
Ecolab Inc.

Basic Materials
-1.92K
- 16.74%
$234.32 - $261.43 $449K - $501K
9.53K $2.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.94K
- 9.06%
$61.68 - $67.87 $613K - $674K
99.8K $6.22M
DOW
Dow Inc.

Basic Materials
-2.05K
- 5.53%
$39.1 - $55.34 $80.1K - $113K
35K $1.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-11K
- 57.03%
$51.33 - $53.74 $567K - $593K
8.32K $428K
SYK
Stryker Corp

Healthcare
-1.64K
- 14.72%
$345.14 - $392.15 $565K - $642K
9.48K $3.41M
PEP
Pepsico Inc

Consumer Defensive
-1.79K
- 9.77%
$151.29 - $176.1 $271K - $315K
16.5K $2.51M
WDFC
Wd 40 CO

Basic Materials
-2.07K
- 33.24%
$242.06 - $290.11 $502K - $601K
4.16K $1.01M
SUI
Sun Communities Inc

Real Estate
-4.32K
- 99.91%
$119.89 - $139.05 $518K - $601K
4 $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-951
- 0.51%
$38.37 - $42.82 $36.5K - $40.7K
186K $7.14M
ASML
Asml Holding Nv

Technology
-538
- 38.08%
$658.43 - $872.27 $354K - $469K
875 $606K
NKE
Nike, Inc.

Consumer Cyclical
-1.65K
- 4.86%
$73.36 - $89.13 $121K - $147K
32.4K $2.45M
AXON
Axon Enterprise, Inc.

Industrials
-1.91K
- 63.87%
$399.22 - $689.78 $764K - $1.32M
1.08K $643K
FDX
Fedex Corp

Industrials
-2.04K
- 64.59%
$260.5 - $305.15 $532K - $623K
1.12K $315K
AVTR
Avantor, Inc.

Basic Materials
-19.3K
- 67.13%
$19.72 - $25.54 $381K - $494K
9.47K $199K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-17.8K
- 75.44%
$28.56 - $30.02 $509K - $535K
5.8K $166K
SPYG
Spdr Portfolio

ETFs
-11.2K
- 12.28%
$81.74 - $91.38 $913K - $1.02M
79.8K $7.01M
HUBB
Hubbell Inc

Industrials
-1.19K
- 65.65%
$418.89 - $472.12 $496K - $559K
620 $259K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.03K
- 8.65%
$75.1 - $82.99 $228K - $252K
32K $2.42M
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-40.3K
- 81.06%
$12.11 - $12.77 $488K - $514K
9.41K $114K
MHO
M/I Homes, Inc.

Consumer Cyclical
-2.52K
- 56.58%
$132.44 - $174.81 $334K - $441K
1.94K $257K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-18.4K
- 23.73%
$23.29 - $23.93 $429K - $441K
59.3K $1.39M
IEFA
Ishares Tr

ETFs
-945
- 1.85%
$70.06 - $77.43 $66.2K - $73.2K
50.2K $3.53M
MGV
Vanguard Mega Cap Value

ETFs
-246
- 0.2%
$124.06 - $133.48 $30.5K - $32.8K
126K $15.7M
ADP
Automatic Data Processing Inc

Industrials
-2.31K
- 15.93%
$280.08 - $307.97 $646K - $710K
12.2K $3.56M
COST
Costco Wholesale Corp

Consumer Defensive
-696
- 10.02%
$873.59 - $994.69 $608K - $692K
6.25K $5.73M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.61K
- 11.02%
$26.63 - $30.23 $229K - $260K
69.6K $1.85M
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
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