Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.75 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 683
- Current Value $2.75 Billion
- Prior Value $2.53 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 50 stocks
- Additional Purchases 295 stocks
- Sold out of 0 stocks
- Reduced holdings in 282 stocks