Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.53 Billion
  • Q1 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.53 Billion distributed in 736 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $165M, Ishares Core Dividend Growth E with a value of $109M, Vanguard Mid Cap Growth Index with a value of $88M, Vanguard Mid Cap Value Index F with a value of $86.4M, and Ishares Core S&P 500 ETF with a value of $67.1M.

Examining the 13F form we can see an decrease of $103M in the current position value, from $2.63B to 2.53B.

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 $2.53 Billion
ETFs: $1.9 Billion
Financial Services: $145 Million
Technology: $145 Million
Industrials: $60.9 Million
Healthcare: $56.5 Million
Consumer Cyclical: $45.4 Million
Energy: $42 Million
Communication Services: $38.7 Million
Other: $50.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$284,000 0.01% of portfolio
23,678
Q1 2025 Added 54.89%
$11.3B
$193,000 0.01% of portfolio
2,442
Q1 2025 Reduced 29.3%
$39.7B
$222,000 0.01% of portfolio
3,073
Q2 2024 Reduced 14.52%
$69.5B
$186,000 0.01% of portfolio
10,229
Q1 2025 Reduced 8.87%
$0
$374,000 0.01% of portfolio
26,080
Q1 2024 Added 6.45%
$0
$281,000 0.01% of portfolio
59,806
Q1 2025 Added 4.77%
$0
$234,000 0.01% of portfolio
880
Q1 2025 Added 0.11%
$53.6B
$205,000 0.01% of portfolio
6,596
Q1 2025 Reduced 10.06%
$0
$305,000 0.01% of portfolio
7,036
Q1 2025 Reduced 6.1%
$0
$206,000 0.01% of portfolio
4,635
Q1 2025 Reduced 14.37%
$0
$207,000 0.01% of portfolio
1,204
Q1 2025 Added 0.17%
$146B
$231,000 0.01% of portfolio
455
Q1 2025 Reduced 2.15%
$4.35B
$354,000 0.01% of portfolio
3,009
Q1 2025 Added 12,437.5%
$232B
$285,000 0.01% of portfolio
3,902
Q1 2025 Reduced 0.13%
$160B
$280,000 0.01% of portfolio
2,485
Q3 2024 Added 39.61%
$63.2B
$304,000 0.01% of portfolio
2,092
Q1 2025 Reduced 3.64%
$0
$338,000 0.01% of portfolio
17,934
Q1 2025 Reduced 0.71%
$0
$351,000 0.01% of portfolio
9,852
Q1 2025 Added 0.8%
$108B
$207,000 0.01% of portfolio
378
Q1 2025 Reduced 14.86%
$3.18B
$180,000 0.01% of portfolio
45,960
Q1 2025 Added 9.83%
$0
$338,000 0.01% of portfolio
5,592
Q1 2025 Reduced 34.7%
$0
$314,000 0.01% of portfolio
6,100
Q1 2025 Reduced 24.69%
$17.1B
$352,000 0.01% of portfolio
2,933
Q1 2025 Reduced 31.1%
$1.49B
$185,000 0.01% of portfolio
13,998
Q1 2025 Added 48.85%
$15.7B
$344,000 0.01% of portfolio
757
Q1 2025 Reduced 31.31%
$53.4B
$261,000 0.01% of portfolio
1,071
Q1 2025 Reduced 4.38%
$0
$156,000 0.01% of portfolio
29,593
Q1 2025 Added 25.61%
$6.68B
$274,000 0.01% of portfolio
2,736
Q1 2025 Reduced 27.06%
$0
$251,000 0.01% of portfolio
9,974
Q3 2024 Added 31.77%
$0
$262,000 0.01% of portfolio
4,553
Q4 2024 Reduced 58.06%
$0
$310,000 0.01% of portfolio
5,586
Q4 2024 Added 2.16%
$87.9B
$202,000 0.01% of portfolio
6,597
Q1 2025 Reduced 5.01%
$3.44B
$243,000 0.01% of portfolio
4,589
Q1 2025 New
$0
$376,000 0.01% of portfolio
15,813
Q4 2024 Reduced 2.65%
$0
$345,000 0.01% of portfolio
15,223
Q4 2024 Reduced 7.26%
$1.93B
$206,000 0.01% of portfolio
7,283
Q1 2025 Added 478.93%
$42.1B
$351,000 0.01% of portfolio
5,712
Q1 2025 Added 82.84%
$11B
$314,000 0.01% of portfolio
9,924
Q1 2025 Reduced 20.51%
$36.3B
$271,000 0.01% of portfolio
1,068
Q1 2025 Added 10.33%
$21.9B
$204,000 0.01% of portfolio
902
Q1 2025 Added 0.45%
$0
$163,000 0.01% of portfolio
16,035
Q1 2025 Added 4.41%
$12B
$221,000 0.01% of portfolio
4,999
Q1 2025 Reduced 4.4%
$40B
$342,000 0.01% of portfolio
4,165
Q1 2025 Reduced 0.24%
$0
$277,000 0.01% of portfolio
9,342
Q1 2025 Added 84.3%
$0
$288,000 0.01% of portfolio
6,862
Q1 2025 Reduced 2.11%
$6.47B
$364,000 0.01% of portfolio
3,205
Q1 2025 Added 8.06%
$99.8B
$214,000 0.01% of portfolio
4,258
Q1 2025 Reduced 0.56%
$30.3B
$165,000 0.01% of portfolio
347
Q4 2024 Added 0.29%
$116B
$160,000 0.01% of portfolio
531
Q1 2025 Reduced 87.96%

Summary

  • Portfolio
  • No. of Stocks 736
  • Current Value $2.53 Billion
  • Prior Value $2.63 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 300 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 365 stocks
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email