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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$124 Million 5.13% of portfolio
323,397
Q3 2024 Added 2.34%
$0
$106 Million 4.38% of portfolio
1,689,589
Q3 2024 Added 2.03%
$0
$83.3 Million 3.45% of portfolio
496,917
Q3 2024 Reduced 0.41%
$0
$74.2 Million 3.07% of portfolio
304,606
Q3 2024 Added 3.35%
$0
$64.5 Million 2.67% of portfolio
111,762
Q3 2024 Added 0.29%
$0
$61.9 Million 2.56% of portfolio
966,128
Q3 2024 Added 8.23%
$0
$40 Million 1.65% of portfolio
547,910
Q3 2024 Added 4.65%
$0
$37 Million 1.53% of portfolio
1,969,430
Q3 2024 Added 20.37%
$0
$36.4 Million 1.51% of portfolio
1,845,707
Q3 2024 Added 22.93%
$0
$35.9 Million 1.49% of portfolio
1,740,590
Q3 2024 Added 18.33%
$0
$34.2 Million 1.41% of portfolio
64,812
Q3 2024 Added 0.45%
$0
$32 Million 1.32% of portfolio
368,655
Q3 2024 Added 4.1%
$0
$31.7 Million 1.31% of portfolio
599,173
Q3 2024 Added 2.07%
$0
$29.5 Million 1.22% of portfolio
377,050
Q3 2024 Added 3.25%
$0
$29 Million 1.2% of portfolio
122,374
Q3 2024 Added 21.71%
$0
$29.1 Million 1.2% of portfolio
550,366
Q3 2024 Reduced 9.03%
$0
$27.1 Million 1.12% of portfolio
101,261
Q3 2024 Added 4.46%
$0
$25.5 Million 1.05% of portfolio
403,984
Q3 2024 Added 1.56%
$0
$24.1 Million 1.0% of portfolio
74,801
Q3 2024 Reduced 2.35%
$0
$23.5 Million 0.97% of portfolio
298,028
Q3 2024 Added 3.3%
$0
$23.1 Million 0.96% of portfolio
347,329
Q3 2024 Added 0.83%
$0
$22.8 Million 0.94% of portfolio
130,396
Q3 2024 Reduced 5.57%
$0
$21.3 Million 0.88% of portfolio
467,400
Q3 2024 Added 3.52%
$0
$20.7 Million 0.86% of portfolio
36,051
Q3 2024 Reduced 1.42%
$0
$19.9 Million 0.82% of portfolio
182,754
Q3 2024 Added 1.93%
$0
$19.6 Million 0.81% of portfolio
366,348
Q3 2024 Added 3.55%
$0
$19.7 Million 0.81% of portfolio
391,553
Q3 2024 Added 4.85%
$0
$19.5 Million 0.81% of portfolio
203,920
Q3 2024 Added 0.71%
$0
$19.2 Million 0.79% of portfolio
391,978
Q3 2024 Added 4.08%
$0
$16.4 Million 0.68% of portfolio
160,314
Q3 2024 Reduced 28.17%
$0
$16.1 Million 0.67% of portfolio
125,764
Q3 2024 Added 30.65%
$0
$16 Million 0.66% of portfolio
201,871
Q3 2024 Added 2.23%
$0
$15.2 Million 0.63% of portfolio
181,950
Q3 2024 Added 4.68%
$0
$14.8 Million 0.61% of portfolio
73,832
Q3 2024 Reduced 27.27%
$0
$11.6 Million 0.48% of portfolio
221,150
Q3 2024 Reduced 5.82%
$0
$11.3 Million 0.47% of portfolio
235,264
Q3 2024 Reduced 3.6%
$0
$10.5 Million 0.44% of portfolio
124,601
Q3 2024 Added 0.85%
$0
$10.3 Million 0.42% of portfolio
187,913
Q3 2024 Added 7.18%
$0
$9.91 Million 0.41% of portfolio
268,392
Q3 2024 Added 9.9%
$0
$9.91 Million 0.41% of portfolio
37,557
Q3 2024 Added 3.93%
$0
$9.17 Million 0.38% of portfolio
110,412
Q3 2024 Added 0.32%
$0
$9.08 Million 0.38% of portfolio
407,744
Q3 2024 Added 48.96%
$0
$8.62 Million 0.36% of portfolio
168,817
Q3 2024 Reduced 1.37%
$0
$8.72 Million 0.36% of portfolio
67,987
Q3 2024 Reduced 4.77%
$0
$8.46 Million 0.35% of portfolio
72,328
Q3 2024 Reduced 16.54%
$0
$7.97 Million 0.33% of portfolio
123,169
Q3 2024 Added 13.18%
$0
$7.76 Million 0.32% of portfolio
124,405
Q3 2024 Added 2.98%
$0
$7.72 Million 0.32% of portfolio
186,910
Q3 2024 Added 61.97%
$0
$7.55 Million 0.31% of portfolio
90,975
Q3 2024 Reduced 0.24%

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
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