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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.89B
$5,000 0.0% of portfolio
950
Q2 2024 Reduced 23.45%
$384M
$1,000 0.0% of portfolio
208
Q3 2024 Reduced 3.26%
$1.82B
$6,000 0.0% of portfolio
140
Q2 2024 Reduced 77.81%
$300M
$1,000 0.0% of portfolio
200
Q3 2024 Reduced 89.94%
$776M
$0 0.0% of portfolio
118
Q3 2024 Added 18.0%
$1.08B
$10,000 0.0% of portfolio
45
Q3 2024 New
$1.15B
$3,000 0.0% of portfolio
117
Q3 2024 Added 44.44%
$1.18B
$25,000 0.0% of portfolio
2,015
Q2 2024 Reduced 0.25%
$1.52B
$3,000 0.0% of portfolio
115
Q2 2024 Reduced 6.5%
$1.44B
$0 0.0% of portfolio
15
Q2 2024 Reduced 25.0%
$1.18B
$6,000 0.0% of portfolio
173
Q2 2024 Added 3,360.0%
$357M
$0 0.0% of portfolio
111
Q2 2024 Reduced 26.49%
$1.47B
$0 0.0% of portfolio
17
Q2 2024 Reduced 34.62%
$1.82B
$1,000 0.0% of portfolio
139
Q1 2024 New
$926M
$3,000 0.0% of portfolio
106
Q2 2024 Reduced 4.5%
$508M
$77,000 0.0% of portfolio
5,701
Q3 2024 Added 6.54%
$394M
$0 0.0% of portfolio
100
Q4 2023 Reduced 90.82%
$1.27B
$1,000 0.0% of portfolio
202
Q2 2024 Reduced 26.55%
$1.31B
$15,000 0.0% of portfolio
611
Q3 2024 Reduced 1.45%
$729M
$7,000 0.0% of portfolio
1,000
Q2 2024 Reduced 1.28%
$421M
$0 0.0% of portfolio
24
Q2 2024 Reduced 85.96%
$524M
$4,000 0.0% of portfolio
99
Q3 2024 New
$324M
$10,000 0.0% of portfolio
3,708
Q2 2024 Reduced 21.34%
$1.49B
$0 0.0% of portfolio
12
Q2 2024 Reduced 25.0%
$562M
$4,000 0.0% of portfolio
1,113
Q3 2024 Reduced 64.25%
$356M
$2,000 0.0% of portfolio
689
Q3 2024 Reduced 10.05%
$1.41B
$21,000 0.0% of portfolio
4,712
Q3 2024 Added 4.48%
$1.06B
$3,000 0.0% of portfolio
62
Q2 2024 Reduced 34.74%
$447M
$5,000 0.0% of portfolio
1,000
Q2 2024 Reduced 1.19%
$1.55B
$1,000 0.0% of portfolio
610
Q2 2024 Reduced 4.84%
$1.23B
$2,000 0.0% of portfolio
88
Q2 2024 Reduced 5.38%
$1.71B
$4,000 0.0% of portfolio
180
Q3 2024 Added 7.14%
$825M
$0 0.0% of portfolio
24
Q2 2024 Reduced 86.13%
$695M
$20,000 0.0% of portfolio
900
Q2 2022 New
$876M
$6,000 0.0% of portfolio
866
Q2 2024 Added 2,606.25%
$1.04B
$3,000 0.0% of portfolio
268
Q2 2024 Reduced 37.67%
$401M
$1,000 0.0% of portfolio
500
Q2 2024 New
$686M
$0 0.0% of portfolio
3
Q3 2024 New
$1.01B
$48,000 0.0% of portfolio
3,284
Q2 2024 Reduced 0.42%
$542M
$1,000 0.0% of portfolio
303
Q2 2024 Reduced 5.02%
$361M
$0 0.0% of portfolio
16
Q2 2024 Reduced 54.29%
$409M
$0 0.0% of portfolio
250
Q3 2024 New
$1.93B
$7,000 0.0% of portfolio
60
Q2 2024 Reduced 3.23%
$982M
$0 0.0% of portfolio
1
Q3 2024 New
$717M
$31,000 0.0% of portfolio
3,751
Q3 2024 New
$926M
$2,000 0.0% of portfolio
156
Q2 2024 Reduced 6.59%
$519M
$0 0.0% of portfolio
1
Q3 2024 New
$1.17B
$0 0.0% of portfolio
1
Q2 2024 Reduced 92.86%
$473M
$0 0.0% of portfolio
31
Q2 2024 Reduced 16.22%

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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