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
EFV
Msci Eafe Value ETF

ETFs
-391
- 8.72%
$52.4 - $64.65 $20.5K - $25.3K
4.09K $259K
TXN
Texas Instruments Inc

Technology
-25
- 0.57%
N/A
4.36K $849K
SITE
Site One Landscape Supply, Inc.

Industrials
-9
- 0.16%
$104.79 - $127.3 $943 - $1.15K
5.64K $682K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-101
- 0.56%
$30.29 - $30.83 $3.06K - $3.11K
17.8K $550K
MBB
Ishares Tr

ETFs
-21
- 0.77%
$91.41 - $94.22 $1.92K - $1.98K
2.72K $255K
JHMM
John Hancock Multifactor Mid C

ETFs
-307
- 6.78%
$50.32 - $61.13 $15.4K - $18.8K
4.22K $258K
USFR
Wisdomtree Floating Rate Treas

ETFs
-29
- 0.2%
$50.28 - $50.47 $1.46K - $1.46K
14.6K $734K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-174
- 1.0%
$14.97 - $16.79 $2.6K - $2.92K
17.3K $289K
Ge Vernova Inc
-2.5K
- 73.74%
N/A
891 $0
FJAN
First Exc Trd Viii Cboe Vest U
-900
- 1.83%
N/A
48.3K $0
Dimensional ETF Trust
-90.3K
- 75.21%
N/A
29.8K $0
Sharkninja Inc
-10
- 0.2%
N/A
5.1K $0
Canadian Pacific Kansas City
-14
- 0.18%
N/A
7.74K $0
Blackrock ETF Trust Ii
-19
- 0.18%
N/A
10.6K $0
Talen Energy Corp
-270
- 18.19%
N/A
1.21K $0
Ishares Ethereum Tr
-54
- 0.39%
N/A
13.8K $0
DSGX
Descartes Systems Group Inc

Technology
-14
- 0.32%
$94.15 - $116.93 $1.32K - $1.64K
4.31K $437K
AFIF
Two Rds Shared Tr

ETFs
-17
- 0.08%
$9.07 - $9.31 $154 - $158
20.7K $193K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-151
- 5.96%
$78.98 - $90.1 $11.9K - $13.6K
2.38K $214K
EEM
Ishares Msci Emerging Markets

ETFs
-645
- 8.5%
$38.52 - $48.28 $24.8K - $31.1K
6.94K $334K
VGIT
Vanguard Intermediate Term Tre

ETFs
-3
- 0.02%
$58.63 - $59.9 $176 - $180
13.7K $817K
ABT
Abbott Laboratories

Healthcare
-1K
- 2.29%
$123.95 - $138.08 $124K - $138K
42.7K $5.81M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-238
- 4.11%
$72.61 - $88.75 $17.3K - $21.1K
5.55K $492K
CNI
Canadian National Railway CO

Industrials
-11
- 0.48%
$92.66 - $108.13 $1.02K - $1.19K
2.26K $235K
KD
Kyndryl Holdings, Inc.

Technology
-2.15K
- 21.68%
$27.77 - $41.96 $59.7K - $90.2K
7.76K $325K
RELX
Relx PLC

Communication Services
-32
- 0.75%
$45.31 - $55.66 $1.45K - $1.78K
4.23K $229K
ADP
Automatic Data Processing Inc

Industrials
-63
- 0.53%
$276.76 - $326.81 $17.4K - $20.6K
11.9K $3.67M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-3
- 0.22%
$144.63 - $179.53 $434 - $539
1.35K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-18
- 0.12%
$23.55 - $27.67 $424 - $498
15.3K $422K
LMT
Lockheed Martin Corp

Industrials
-6
- 0.48%
$430.82 - $486.45 $2.58K - $2.92K
1.24K $571K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3
- 0.04%
$54.27 - $63.01 $163 - $189
7.1K $444K
VT
Vanguard Total World Stk Index

ETFs
-671
- 8.19%
$103.16 - $128.52 $69.2K - $86.2K
7.53K $967K
ISCG
Ishares Morningstar Small Cap

ETFs
-621
- 6.07%
$39.44 - $49.76 $24.5K - $30.9K
9.62K $478K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-57
- 0.61%
$27.3 - $31.8 $1.56K - $1.81K
9.29K $295K
TFC
Truist Financial Corp

Financial Services
-441
- 2.16%
$34.79 - $42.99 $15.3K - $19K
19.9K $856K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-55
- 1.49%
$65.84 - $80.81 $3.62K - $4.44K
3.64K $291K
IMO
Imperial Oil LTD

Energy
-16
- 0.52%
$60.22 - $81.91 $964 - $1.31K
3.06K $242K
LUMN
Lumen Technologies, Inc.

Communication Services
-41
- 0.09%
$3.07 - $4.51 $126 - $185
45.9K $201K
IBN
Icici Bank LTD

Financial Services
-144
- 1.18%
$30.16 - $34.39 $4.34K - $4.95K
12K $404K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-543
- 5.72%
$73.7 - $90.98 $40K - $49.4K
8.95K $814K
KEY
Keycorp

Financial Services
-1.07K
- 3.39%
$13.23 - $17.42 $14.1K - $18.6K
30.4K $529K
FTI
Technip Fmc PLC

Energy
-30
- 0.3%
$23.18 - $35.33 $695 - $1.06K
9.89K $340K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-15
- 0.74%
$91.62 - $116.16 $1.37K - $1.74K
2.03K $235K
HDB
Hdfc Bank LTD

Financial Services
-227
- 5.15%
$63.78 - $77.48 $14.5K - $17.6K
4.18K $320K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-344
- 13.34%
$149.56 - $212.83 $51.4K - $73.2K
2.23K $475K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-2.51K
- 5.1%
$20.42 - $25.3 $51.3K - $63.5K
46.7K $1.18M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-65
- 0.21%
$21.02 - $23.56 $1.37K - $1.53K
31.5K $743K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8
- 0.09%
$52.31 - $63.72 $418 - $510
9.23K $588K
IWS
Ishares Russell Midcap Value E

ETFs
-25
- 0.37%
$110.58 - $132.14 $2.76K - $3.3K
6.66K $879K
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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