Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.75 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $196M, Ishares Core Dividend Growth E with a value of $114M, Vanguard Mid Cap Growth Index with a value of $101M, Vanguard Mid Cap Value Index F with a value of $89M, and Ishares Core S&P 500 ETF with a value of $74.2M.
Examining the 13F form we can see an increase of $221M in the current position value, from $2.53B to 2.75B.
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
$2.75 Billion
ETFs: $2.07 Billion
Technology: $185 Million
Financial Services: $142 Million
Industrials: $59.4 Million
Healthcare: $59.3 Million
Consumer Cyclical: $57.7 Million
Communication Services: $55.4 Million
Consumer Defensive: $31 Million
Other: $40.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
