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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.4B
$120,000 0.0% of portfolio
843
Q3 2024 Reduced 0.94%
$20.7B
$0 0.0% of portfolio
26
Q3 2024 Added 36.84%
$14.4B
$0 0.0% of portfolio
69
Q3 2024 Added 38.0%
$12.5B
$10,000 0.0% of portfolio
179
Q3 2024 Reduced 11.82%
$10.5B
$64,000 0.0% of portfolio
2,027
Q3 2024 Reduced 5.63%
$11.2B
$5,000 0.0% of portfolio
77
Q3 2024 Reduced 16.3%
$23.7B
$6,000 0.0% of portfolio
136
Q3 2024 Added 12.4%
$20.4B
$1,000 0.0% of portfolio
10
Q3 2024 Added 11.11%
$41.3B
$25,000 0.0% of portfolio
258
Q3 2024 Added 6.17%
$31.2B
$0 0.0% of portfolio
1
Q2 2024 Reduced 98.9%
$16.1B
$77,000 0.0% of portfolio
2,048
Q3 2024 Reduced 3.94%
$57.1B
$13,000 0.0% of portfolio
7
Q3 2024 Added 16.67%
$41B
$53,000 0.0% of portfolio
604
Q3 2024 Added 13.96%
$44.1B
$34,000 0.0% of portfolio
130
Q3 2024 Reduced 16.67%
$30.5B
$73,000 0.0% of portfolio
2,216
Q3 2024 Added 1.23%
$35.2B
$46,000 0.0% of portfolio
218
Q3 2024 Added 2.83%
$24.6B
$1,000 0.0% of portfolio
80
Q2 2024 Reduced 92.02%
$57.8B
$115,000 0.0% of portfolio
1,225
Q3 2024 Added 4.61%
$10.6B
$49,000 0.0% of portfolio
1,059
Q3 2024 Added 2.12%
$74.3B
$20,000 0.0% of portfolio
269
Q3 2024 Added 86.81%
$13.1B
$16,000 0.0% of portfolio
430
Q3 2024 Reduced 0.46%
$35.8B
$38,000 0.0% of portfolio
161
Q3 2024 Added 117.57%
$78.5B
$110,000 0.0% of portfolio
320
Q3 2024 Added 23.08%
$30.2B
$110,000 0.0% of portfolio
6,576
Q2 2024 Added 28.16%
$10.4B
$0 0.0% of portfolio
4
Q3 2024 Added 300.0%
$24.9B
$27,000 0.0% of portfolio
574
Q3 2024 Reduced 14.33%
$16.5B
$110,000 0.0% of portfolio
309
Q3 2024 Reduced 0.96%
$47.2B
$71,000 0.0% of portfolio
402
Q3 2024 Reduced 38.15%
$76.7B
$118,000 0.0% of portfolio
1,028
Q3 2024 Reduced 16.15%
$38.9B
$8,000 0.0% of portfolio
219
Q3 2024 Reduced 9.5%
$29.2B
$75,000 0.0% of portfolio
1,894
Q3 2024 Reduced 20.32%
$16.2B
$8,000 0.0% of portfolio
208
Q2 2024 Reduced 87.94%
$41.8B
$10,000 0.0% of portfolio
533
Q3 2024 Added 13.65%
$28.8B
$24,000 0.0% of portfolio
142
Q3 2024 Added 54.35%
$12.2B
$84,000 0.0% of portfolio
756
Q3 2024 Reduced 6.67%
$21.6B
$90,000 0.0% of portfolio
1,052
Q3 2024 Added 11.68%
$194B
$106,000 0.0% of portfolio
172
Q3 2024 Added 0.58%
$27B
$72,000 0.0% of portfolio
2,498
Q3 2024 Added 204.26%
$32.5B
$26,000 0.0% of portfolio
496
Q3 2024 Added 191.76%
$88.5B
$103,000 0.0% of portfolio
281
Q3 2024 Added 11.95%
$20.5B
$66,000 0.0% of portfolio
6,830
Q2 2024 Reduced 58.05%
$11.6B
$1,000 0.0% of portfolio
10
Q3 2024 Added 66.67%
$10.9B
$49,000 0.0% of portfolio
3,188
Q3 2024 Reduced 12.97%
$18.7B
$2,000 0.0% of portfolio
34
Q3 2024 Added 9.68%
$43B
$55,000 0.0% of portfolio
296
Q3 2024 Added 4.59%
$15.9B
$24,000 0.0% of portfolio
397
Q3 2024 Reduced 20.76%
$23.8B
$118,000 0.0% of portfolio
14,404
Q3 2024 Added 0.09%
$17.8B
$2,000 0.0% of portfolio
50
Q3 2024 New
$10.2B
$30,000 0.0% of portfolio
1,615
Q3 2024 Added 4.26%

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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