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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 2583 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $181M, Ishares Core Dividend Growth E with a value of $107M, Vanguard Mid Cap Growth Index with a value of $91M, Vanguard Mid Cap Value Index F with a value of $85.8M, and Ishares Core S&P 500 ETF with a value of $68.9M.

Examining the 13F form we can see an increase of $211M in the current position value, from $2.42B to 2.63B. Also it can be appreciated an additional of 268 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 $2.63 Billion
ETFs: $1.89 Billion
Technology: $182 Million
Financial Services: $155 Million
Industrials: $72.3 Million
Healthcare: $66.8 Million
Consumer Cyclical: $64.9 Million
Communication Services: $53.6 Million
Energy: $43.9 Million
Other: $66.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.3B
$155,000 0.01% of portfolio
336
Q4 2024 Reduced 25.5%
$0
$157,000 0.01% of portfolio
2,610
Q3 2024 Reduced 0.72%
$32.9B
$177,000 0.01% of portfolio
842
Q4 2024 Added 4.08%
$0
$274,000 0.01% of portfolio
2,755
Q4 2024 Added 53.4%
$1.53B
$202,000 0.01% of portfolio
2,269
Q2 2024 Reduced 0.18%
$35.8B
$317,000 0.01% of portfolio
829
Q4 2024 Reduced 18.73%
$100B
$210,000 0.01% of portfolio
6,945
Q4 2024 Reduced 0.96%
$10.1B
$226,000 0.01% of portfolio
205
Q4 2024 Added 31.41%
$98.9B
$336,000 0.01% of portfolio
5,729
Q4 2024 Added 28.63%
$2.4B
$180,000 0.01% of portfolio
48,000
Q1 2024 New
$0
$249,000 0.01% of portfolio
2,726
Q4 2024 Reduced 6.99%
$0
$241,000 0.01% of portfolio
2,430
Q4 2024 Reduced 83.14%
$26.9B
$171,000 0.01% of portfolio
2,992
Q4 2024 Reduced 0.4%
$78.8B
$358,000 0.01% of portfolio
764
Q4 2024 Reduced 5.45%
$25.1B
$348,000 0.01% of portfolio
1,866
Q4 2024 Added 0.11%
$3.11B
$257,000 0.01% of portfolio
1,935
Q4 2024 Reduced 56.58%
$38.9B
$278,000 0.01% of portfolio
2,542
Q4 2024 Reduced 20.39%
$5.11B
$324,000 0.01% of portfolio
8,993
Q4 2024 Reduced 15.67%
$12.4B
$344,000 0.01% of portfolio
4,119
Q4 2024 Reduced 7.91%
$0
$208,000 0.01% of portfolio
4,199
Q4 2024 New
$28.9B
$374,000 0.01% of portfolio
11,489
Q4 2024 Reduced 0.1%
$43.1B
$389,000 0.01% of portfolio
9,486
Q4 2024 Added 37.88%
$16.3B
$154,000 0.01% of portfolio
1,799
Q4 2024 Added 3.51%
$125B
$173,000 0.01% of portfolio
1,065
Q4 2024 Reduced 7.63%
$104B
$160,000 0.01% of portfolio
756
Q4 2024 Reduced 24.02%
$0
$307,000 0.01% of portfolio
1,880
Q4 2024 Reduced 8.83%
$20.6B
$152,000 0.01% of portfolio
2,687
Q4 2024 Reduced 0.15%
$72.1B
$305,000 0.01% of portfolio
5,636
Q4 2024 Added 5.17%
$4.26B
$177,000 0.01% of portfolio
3,037
Q4 2024 Reduced 1.3%
$66.1B
$245,000 0.01% of portfolio
2,416
Q4 2024 Reduced 0.45%
$123B
$257,000 0.01% of portfolio
4,035
Q4 2024 Added 0.42%
$6.98B
$179,000 0.01% of portfolio
1,801
Q4 2024 Added 22,412.5%
$16.6B
$249,000 0.01% of portfolio
70,386
Q4 2024 Added 75.97%
$0
$337,000 0.01% of portfolio
18,520
Q4 2024 Added 4.06%
$11.9B
$226,000 0.01% of portfolio
6,450
Q3 2024 Reduced 0.08%
$0
$139,000 0.01% of portfolio
5,912
Q4 2024 Added 63.18%
$0
$169,000 0.01% of portfolio
3,360
Q4 2024 Reduced 13.13%
$0
$136,000 0.01% of portfolio
12,959
Q4 2024 Added 15.87%
$4.15B
$284,000 0.01% of portfolio
2,416
Q4 2024 Added 5,040.43%
$0
$384,000 0.01% of portfolio
8,512
Q4 2024 Reduced 14.88%
$2.87B
$163,000 0.01% of portfolio
2,110
Q2 2024 Reduced 0.33%
$3.88B
$165,000 0.01% of portfolio
1,391
Q3 2024 Added 3.42%
$0
$132,000 0.01% of portfolio
5,639
Q4 2024 Reduced 16.4%
$0
$352,000 0.01% of portfolio
5,897
Q4 2024 Reduced 3.5%
$22.4B
$241,000 0.01% of portfolio
2,672
Q4 2024 Added 1.64%
$31.3B
$208,000 0.01% of portfolio
1,785
Q4 2024 Added 12.12%
$0
$159,000 0.01% of portfolio
5,039
Q3 2024 Reduced 33.43%
$69.4B
$267,000 0.01% of portfolio
1,389
Q4 2024 Reduced 2.94%
$1.05B
$283,000 0.01% of portfolio
10,589
Q4 2024 Added 20.96%

Summary

  • Portfolio
  • No. of Stocks 2,583
  • Current Value $2.63 Billion
  • Prior Value $2.42 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 268 stocks
  • Additional Purchases 883 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 716 stocks
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