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.
Stock Holdings Table
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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