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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.3B
$27,000 0.0% of portfolio
106
Q3 2024 Reduced 4.5%
$0
$98,000 0.0% of portfolio
12,338
Q3 2024 Added 27.12%
$158M
$0 0.0% of portfolio
40
Q2 2024 Reduced 16.67%
$9.55B
$60,000 0.0% of portfolio
310
Q3 2024 Reduced 9.88%
$376M
$0 0.0% of portfolio
16
Q2 2024 Reduced 54.29%
$10.5B
$26,000 0.0% of portfolio
432
Q3 2024 Reduced 1.14%
$0
$103,000 0.0% of portfolio
489
Q3 2024 Reduced 7.91%
$4.59B
$64,000 0.0% of portfolio
150
Q3 2024 New
$77.6B
$14,000 0.0% of portfolio
2,908
Q2 2024 Reduced 29.81%
$0
$16,000 0.0% of portfolio
497
Q2 2024 Reduced 97.18%
$409M
$0 0.0% of portfolio
250
Q3 2024 New
$0
$2,000 0.0% of portfolio
15
Q3 2024 New
$0
$3,000 0.0% of portfolio
41
Q3 2024 Reduced 74.69%
$35.5B
$7,000 0.0% of portfolio
99
Q3 2024 Reduced 1.98%
$24.6B
$28,000 0.0% of portfolio
806
Q2 2024 Reduced 72.8%
$0
$0 0.0% of portfolio
1,000
Q3 2024 New
$0
$50,000 0.0% of portfolio
1,200
Q3 2024 Added 0.33%
$8.88B
$57,000 0.0% of portfolio
319
Q3 2024 Reduced 31.98%
$1.96B
$7,000 0.0% of portfolio
60
Q2 2024 Reduced 3.23%
$0
$1,000 0.0% of portfolio
100
Q2 2022 New
$0
$0 0.0% of portfolio
13
Q3 2022 New
$1.03B
$0 0.0% of portfolio
1
Q3 2024 New
$805M
$31,000 0.0% of portfolio
3,751
Q3 2024 New
$0
$0 0.0% of portfolio
4
Q2 2024 New
$18B
$12,000 0.0% of portfolio
106
Q3 2024 Added 6.0%
$10.6B
$27,000 0.0% of portfolio
146
Q3 2024 Added 1.39%
$7.49B
$1,000 0.0% of portfolio
18
Q3 2024 Added 157.14%
Enveric Biosciences Inc Com New
-
$0 0.0% of portfolio
-
Q3 2024 New
$0
$5,000 0.0% of portfolio
144
Q2 2023 Reduced 40.98%
$0
$3,000 0.0% of portfolio
35
Q1 2024 New
$44.3B
$3,000 0.0% of portfolio
300
Q3 2024 Added 500.0%
$0
$53,000 0.0% of portfolio
7,350
Q3 2024 Reduced 47.13%
$4.45B
$45,000 0.0% of portfolio
638
Q2 2024 Added 20.15%
$1.05B
$2,000 0.0% of portfolio
156
Q2 2024 Reduced 6.59%
$0
$0 0.0% of portfolio
1,200
Q3 2024 Reduced 24.95%
$0
$68,000 0.0% of portfolio
5,534
Q3 2024 Added 50.09%
$0
$0 0.0% of portfolio
129
Q3 2024 Reduced 35.82%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 97.23%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.25%
-
$0 0.0% of portfolio
-
Q3 2024 Added 1.29%
$288M
$0 0.0% of portfolio
-
Q1 2024 New
$555M
$0 0.0% of portfolio
1
Q3 2024 New
$28.8B
$73,000 0.0% of portfolio
379
Q3 2024 Added 14.5%
$1.36B
$0 0.0% of portfolio
1
Q2 2024 Reduced 92.86%
$509M
$0 0.0% of portfolio
31
Q2 2024 Reduced 16.22%
$2.61B
$12,000 0.0% of portfolio
241
Q2 2024 Reduced 65.42%
$6.97B
$36,000 0.0% of portfolio
367
Q3 2024 Reduced 47.8%
$7.64B
$44,000 0.0% of portfolio
322
Q3 2024 Added 820.0%
$554M
$21,000 0.0% of portfolio
542
Q2 2024 Reduced 0.55%

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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