Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.25 Billion
- Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.25 Billion distributed in 2384 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $118M, Ishares Core Dividend Growth E with a value of $95.4M, Vanguard Mid Cap Value Index F with a value of $75.1M, Vanguard Mid Cap Growth Index with a value of $67.7M, and Ishares Core S&P 500 ETF with a value of $61M.
Examining the 13F form we can see an increase of $145M in the current position value, from $2.1B to 2.25B. Also it can be appreciated an additional of 106 stocks purchases and 15 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.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 2,384
- Current Value $2.25 Billion
- Prior Value $2.1 Billion
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 106 stocks
- Additional Purchases 537 stocks
- Sold out of 15 stocks
- Reduced holdings in 1,311 stocks