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 Market Cap. of $10 Billions to $200 Billions
