Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells 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
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-124K
- 61.44%
$66.87 - $79.47 $8.3M - $9.86M
77.9K $6.19M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-94.4K
- 51.58%
$67.03 - $80.35 $6.33M - $7.58M
88.6K $7.07M
BA
Boeing CO

Industrials
-43.8K
- 74.08%
$136.59 - $217.51 $5.98M - $9.53M
15.3K $3.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-608
- 0.49%
$483.48 - $539.8 $294K - $328K
122K $59.4M
XOM
Exxon Mobil Corp

Energy
-31K
- 41.16%
$99.93 - $119.04 $3.1M - $3.69M
44.3K $4.77M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-66K
- 21.36%
$50.1 - $51.02 $3.31M - $3.37M
243K $12.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-34.7K
- 7.15%
$72.02 - $73.82 $2.5M - $2.56M
450K $33.1M
FCX
Freeport Mcmoran Inc

Basic Materials
-61.9K
- 89.51%
$29.15 - $44.46 $1.8M - $2.75M
7.26K $314K
C
Citigroup Inc

Financial Services
-34.1K
- 69.23%
$58.13 - $85.12 $1.98M - $2.9M
15.2K $1.29M
KMI
Kinder Morgan, Inc.

Energy
-75K
- 59.31%
$25.21 - $29.4 $1.89M - $2.2M
51.4K $1.51M
CVX
Chevron Corp

Energy
-5.98K
- 23.89%
$133.73 - $168.51 $799K - $1.01M
19K $2.73M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-16.2K
- 58.3%
$82.17 - $99.96 $1.33M - $1.62M
11.6K $1.14M
ET
Energy Transfer LP

Energy
-72.2K
- 81.07%
$15.65 - $18.93 $1.13M - $1.37M
16.9K $305K
PR
Permian Resources Corporation

Energy
-89.9K
- 80.39%
$10.36 - $14.93 $931K - $1.34M
21.9K $301K
OXY
Occidental Petroleum Corp

Energy
-21.2K
- 48.78%
$36.11 - $49.33 $765K - $1.04M
22.2K $933K
MU
Micron Technology Inc

Technology
-19K
- 57.96%
$64.72 - $127.91 $1.23M - $2.44M
13.8K $1.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-54.1K
- 23.08%
$20.66 - $20.74 $1.12M - $1.12M
180K $3.73M
GE
General Electric CO

Industrials
-6.55K
- 58.56%
$166.81 - $257.39 $1.09M - $1.69M
4.64K $1.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9.27K
- 18.46%
$90.56 - $109.49 $840K - $1.02M
41K $4.48M
DELL
Dell Technologies Inc.

Technology
-8.95K
- 78.23%
$71.63 - $125.98 $641K - $1.13M
2.49K $305K
UNP
Union Pacific Corp

Industrials
-1.78K
- 4.53%
$208.27 - $238.46 $371K - $424K
37.5K $8.64M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
-28.7K
- 19.64%
$20.08 - $20.98 $577K - $603K
118K $2.43M
BP
Bp PLC

Energy
-13.1K
- 24.02%
$26.11 - $33.81 $342K - $443K
41.5K $1.24M
BSMU
Invesco Exchange Self Ind Tr

ETFs
-21K
- 47.78%
$20.97 - $21.71 $440K - $455K
22.9K $492K
AMGN
Amgen Inc

Healthcare
-1.26K
- 50.75%
$262.28 - $309.85 $330K - $390K
1.22K $341K
CNQ
Canadian Natural Resources LTD

Energy
-14.1K
- 65.72%
$25.14 - $34.01 $355K - $480K
7.36K $231K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-27.1K
- 66.84%
$11.11 - $14.46 $301K - $392K
13.4K $168K
ETN
Eaton Corp PLC

Industrials
-1.98K
- 52.87%
$246.52 - $356.99 $488K - $707K
1.77K $630K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.87K
- 12.72%
$91.57 - $110.76 $171K - $207K
12.8K $1.23M
F
Ford Motor CO

Consumer Cyclical
-40.6K
- 57.93%
$8.69 - $10.85 $353K - $441K
29.5K $320K
PG
Procter & Gamble CO

Consumer Defensive
-488
- 1.79%
$157.66 - $172.39 $76.9K - $84.1K
26.8K $4.27M
ACN
Accenture PLC

Technology
-643
- 4.8%
$279.23 - $323.21 $180K - $208K
12.8K $3.81M
XLV
Select Sector Spdr Fund Health

ETFs
-1.6K
- 13.54%
$128.77 - $144.3 $206K - $231K
10.2K $1.38M
PGR
Progressive Corp

Financial Services
-1.08K
- 32.45%
$255.27 - $288.74 $276K - $313K
2.25K $601K
PFE
Pfizer Inc

Healthcare
-11.7K
- 25.42%
$21.59 - $24.84 $254K - $292K
34.5K $835K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-5.87K
- 52.68%
$45.07 - $52.57 $265K - $309K
5.28K $257K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-5.23K
- 6.34%
$51.14 - $57.0 $268K - $298K
77.3K $4.39M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-15.1K
- 49.68%
$20.46 - $21.89 $308K - $330K
15.3K $333K
TMUS
T Mobile Us, Inc.

Communication Services
-1.05K
- 51.83%
$220.99 - $268.54 $231K - $281K
973 $231K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-12.2K
- 7.32%
$22.22 - $22.92 $270K - $279K
154K $3.5M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-6.4K
- 21.44%
$37.08 - $42.26 $237K - $270K
23.4K $970K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.84K
- 33.07%
$74.88 - $91.97 $287K - $353K
7.76K $714K
BHP
Bhp Group LTD

Basic Materials
-5.53K
- 50.78%
$40.22 - $50.88 $222K - $281K
5.36K $257K
XLP
Consumer Staples Sector Spdr

ETFs
-3.27K
- 26.92%
N/A
8.88K $675K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-9.69K
- 6.16%
$23.03 - $23.64 $223K - $229K
148K $3.47M
WM
Waste Management Inc

Industrials
-1.01K
- 30.4%
$216.47 - $242.1 $218K - $244K
2.31K $528K
RIO
Rio Tinto PLC

Basic Materials
-3.52K
- 42.95%
$52.32 - $62.75 $184K - $221K
4.68K $273K
HSY
Hershey CO

Consumer Defensive
-1.24K
- 46.56%
$151.29 - $173.13 $187K - $214K
1.42K $235K
TW
Tradeweb Markets Inc.

Financial Services
-1.27K
- 30.86%
$125.37 - $149.02 $159K - $189K
2.85K $416K
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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