Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.42 Billion
  • Q3 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.42 Billion distributed in 3970 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $124M, Ishares Core Dividend Growth E with a value of $106M, Vanguard Mid Cap Value Index F with a value of $83.3M, Vanguard Mid Cap Growth Index with a value of $74.2M, and Ishares Core S&P 500 ETF with a value of $64.5M.

Examining the 13F form we can see an increase of $171M in the current position value, from $2.25B to 2.42B. Also it can be appreciated an additional of 202 stocks purchases and 1 closed positions.

Nelson, Van Denburg & Campbell Wealth Management Group, LLC is based out at Omaha, NE

Below you can find more details about Nelson, Van Denburg & Campbell Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.42 Billion
ETFs: $1.71 Billion
Technology: $161 Million
Financial Services: $156 Million
Industrials: $76.6 Million
Healthcare: $76.3 Million
Consumer Cyclical: $65.5 Million
Communication Services: $46.1 Million
Energy: $44.9 Million
Other: $74.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.5B
$248,000 0.01% of portfolio
6,880
Q3 2024 Added 0.5%
$19.7B
$179,000 0.01% of portfolio
1,738
Q3 2024 Added 0.4%
$147B
$232,000 0.01% of portfolio
1,153
Q3 2024 Reduced 2.12%
$110B
$229,000 0.01% of portfolio
995
Q3 2024 Reduced 5.42%
$22.5B
$166,000 0.01% of portfolio
2,691
Q3 2024 Reduced 0.44%
$10.6B
$121,000 0.01% of portfolio
6,018
Q3 2024 New
$65.4B
$244,000 0.01% of portfolio
5,359
Q3 2024 Reduced 72.1%
$4.19B
$154,000 0.01% of portfolio
3,077
Q3 2024 Reduced 4.59%
$69.8B
$284,000 0.01% of portfolio
2,427
Q3 2024 Added 103.44%
$122B
$251,000 0.01% of portfolio
4,018
Q3 2024 New
$91.1B
$354,000 0.01% of portfolio
173
Q3 2024 Added 268.09%
$20.2B
$259,000 0.01% of portfolio
40,000
Q3 2024 Reduced 1.12%
$9.48B
$184,000 0.01% of portfolio
6,450
Q3 2024 Reduced 0.08%
$9.48B
$311,000 0.01% of portfolio
1,571
Q3 2024 Reduced 29.71%
$0
$127,000 0.01% of portfolio
11,184
Q3 2024 Added 17.79%
$105B
$166,000 0.01% of portfolio
2,516
Q2 2024 Reduced 25.74%
$5.25B
$196,000 0.01% of portfolio
1,391
Q3 2024 Added 3.42%
$21.5B
$239,000 0.01% of portfolio
2,629
Q3 2024 Added 0.88%
$31.1B
$239,000 0.01% of portfolio
1,592
Q3 2024 Reduced 5.69%
$80.1B
$264,000 0.01% of portfolio
1,431
Q3 2024 Reduced 74.21%
$1.44B
$290,000 0.01% of portfolio
8,754
Q3 2024 Added 34.2%
$123B
$196,000 0.01% of portfolio
3,791
Q3 2024 Added 1.77%
$57.1B
$284,000 0.01% of portfolio
1,215
Q3 2024 Reduced 2.64%
$29.3B
$332,000 0.01% of portfolio
4,574
Q3 2024 Added 5,157.47%
$19.5B
$288,000 0.01% of portfolio
9,747
Q3 2024 Added 0.61%
$54.2B
$147,000 0.01% of portfolio
2,014
Q3 2024 Reduced 53.66%
$294B
$268,000 0.01% of portfolio
1,170
Q3 2024 Added 1.04%
$8.32B
$334,000 0.01% of portfolio
999
Q3 2024 Added 3.31%
$90.1B
$203,000 0.01% of portfolio
4,282
Q3 2024 Added 1.16%
$16.3B
$134,000 0.01% of portfolio
1,057
Q3 2024 Reduced 6.79%
$23.1B
$215,000 0.01% of portfolio
4,508
Q3 2024 Added 0.16%
$95.3B
$146,000 0.01% of portfolio
2,310
Q3 2024 Added 0.3%
$0
$306,000 0.01% of portfolio
28,304
Q3 2024 Added 5.76%
$29.9B
$193,000 0.01% of portfolio
2,012
Q3 2024 Added 2.5%
$15.8B
$196,000 0.01% of portfolio
457
Q3 2024 Added 155.31%
-
$0 0.0% of portfolio
-
Q2 2021 Added 400.0%
$6.6B
$43,000 0.0% of portfolio
4,059
Q3 2024 Added 3.02%
$16.7B
$2,000 0.0% of portfolio
23
Q3 2024 Added 43.75%
$10.2B
$44,000 0.0% of portfolio
834
Q3 2024 Added 5.04%
$31.8B
$17,000 0.0% of portfolio
170
Q3 2024 Reduced 4.49%
$1.63B
$4,000 0.0% of portfolio
539
Q1 2022 Reduced 67.92%
$5.16B
$0 0.0% of portfolio
4
Q3 2024 New
$0
$76,000 0.0% of portfolio
17,936
Q3 2024 Reduced 20.4%
$10.5B
$6,000 0.0% of portfolio
68
Q3 2024 Added 9.68%
$21.7B
$5,000 0.0% of portfolio
14
Q3 2024 Reduced 17.65%
$4.39B
$6,000 0.0% of portfolio
87
Q3 2024 Added 7.41%
$27.3B
$36,000 0.0% of portfolio
439
Q3 2024 Added 0.46%
$1.88B
$1,000 0.0% of portfolio
8
Q2 2024 Reduced 20.0%
$2.29B
$1,000 0.0% of portfolio
35
Q2 2024 Reduced 95.58%

Summary

  • Portfolio
  • No. of Stocks 3,970
  • Current Value $2.42 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 202 stocks
  • Additional Purchases 786 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 684 stocks
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