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
$17.1B
$82,000 0.0% of portfolio
1,268
Q1 2025 Reduced 94.01%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q1 2024 New
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.57%
$8.46B
$21,000 0.0% of portfolio
275
Q1 2025 Reduced 95.88%
-
$0 0.0% of portfolio
-
Q4 2021 New
$29.8B
$45,000 0.0% of portfolio
506
Q1 2025 Reduced 95.75%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 39.34%
$0
$113,000 0.0% of portfolio
10,735
Q1 2025 Added 53.16%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 11.75%
$35.4B
$25,000 0.0% of portfolio
123
Q1 2025 Reduced 90.81%
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q1 2025 Added 15.58%
$0
$113,000 0.0% of portfolio
11,375
Q1 2025 Added 25.61%
Tidal Tr Ii
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.14%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q1 2025 Added 41.28%
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 Added 116.4%
$161B
$43,000 0.0% of portfolio
731
Q1 2025 Reduced 93.31%
$10.2B
$58,000 0.0% of portfolio
3,622
Q1 2025 Reduced 61.75%
Soleno Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 Added 72.83%
$158M
$21,000 0.0% of portfolio
17,500
Q4 2024 New
$11.1B
$13,000 0.0% of portfolio
105
Q1 2025 Added 118.75%
-
$0 0.0% of portfolio
-
Q1 2025 Added 887.74%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 9.31%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 23.75%
$26.2B
$105,000 0.0% of portfolio
2,420
Q1 2025 Reduced 69.73%
$44.2B
$90,000 0.0% of portfolio
866
Q1 2025 Reduced 93.17%
Core Natural Resources Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$30.2B
$40,000 0.0% of portfolio
220
Q1 2025 Reduced 85.76%
$10.2B
$11,000 0.0% of portfolio
150
Q1 2025 Reduced 98.39%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 4.46%
$57.7B
$111,000 0.0% of portfolio
3,778
Q1 2025 Reduced 68.49%
$37.1B
$61,000 0.0% of portfolio
467
Q1 2025 Reduced 90.75%
$3.56B
$32,000 0.0% of portfolio
11,400
Q1 2025 Reduced 12.31%
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 96.48%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 93.71%
$22B
$11,000 0.0% of portfolio
75
Q1 2025 Reduced 98.88%

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