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.
Portfolio value
$2.25 Billion
ETFs: $1.59 Billion
Technology: $157 Million
Financial Services: $144 Million
Industrials: $72.4 Million
Healthcare: $66.9 Million
Consumer Cyclical: $55.1 Million
Energy: $45.3 Million
Communication Services: $44 Million
Other: $68.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions