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
$0
$181 Million 6.89% of portfolio
441,053
Q4 2024 Added 36.38%
$0
$107 Million 4.05% of portfolio
1,737,706
Q4 2024 Added 2.85%
$0
$91 Million 3.46% of portfolio
358,691
Q4 2024 Added 17.76%
$0
$85.8 Million 3.26% of portfolio
530,145
Q4 2024 Added 6.69%
$0
$68.9 Million 2.62% of portfolio
116,976
Q4 2024 Added 4.67%
$0
$60.8 Million 2.31% of portfolio
960,089
Q4 2024 Reduced 0.63%
$600B
$57.4 Million 2.18% of portfolio
126,529
Q4 2024 Added 2.66%
$3.6T
$49.2 Million 1.87% of portfolio
196,440
Q4 2024 Added 15.77%
$0
$42.1 Million 1.6% of portfolio
557,968
Q4 2024 Added 1.84%
$0
$40.5 Million 1.54% of portfolio
2,207,836
Q4 2024 Added 12.11%
$0
$40.3 Million 1.53% of portfolio
2,070,713
Q4 2024 Added 12.19%
$0
$38.1 Million 1.45% of portfolio
529,944
Q4 2024 Added 848.28%
$0
$36.4 Million 1.38% of portfolio
67,574
Q4 2024 Added 4.26%
$0
$36.3 Million 1.38% of portfolio
129,719
Q4 2024 Added 28.1%
$0
$34.5 Million 1.31% of portfolio
203,966
Q4 2024 Added 56.42%
$0
$32.1 Million 1.22% of portfolio
1,998,814
Q4 2024 Added 119,374.84%
$0
$30.9 Million 1.17% of portfolio
603,928
Q4 2024 Added 0.79%
$0
$29.9 Million 1.14% of portfolio
124,281
Q4 2024 Added 1.56%
$0
$29.5 Million 1.12% of portfolio
394,938
Q4 2024 Added 4.74%
$0
$28.9 Million 1.1% of portfolio
521,333
Q4 2024 Added 4.72%
$0
$27.7 Million 1.05% of portfolio
578,984
Q4 2024 Added 5.2%
$0
$25.3 Million 0.96% of portfolio
327,120
Q4 2024 Added 9.76%
$0
$24.9 Million 0.95% of portfolio
72,566
Q4 2024 Reduced 2.99%
$3.33T
$23.9 Million 0.91% of portfolio
56,624
Q4 2024 Reduced 2.18%
$0
$23.7 Million 0.9% of portfolio
413,392
Q4 2024 Added 2.33%
$0
$23.3 Million 0.89% of portfolio
1,025,285
Q4 2024 Added 195.19%
$0
$22.4 Million 0.85% of portfolio
220,672
Q4 2024 Added 8.21%
$0
$21.6 Million 0.82% of portfolio
36,849
Q4 2024 Added 2.21%
$0
$21.4 Million 0.81% of portfolio
475,294
Q4 2024 Added 1.69%
$0
$20.3 Million 0.77% of portfolio
190,734
Q4 2024 Added 4.37%
$0
$20 Million 0.76% of portfolio
407,311
Q4 2024 Added 4.02%
$0
$19.8 Million 0.75% of portfolio
821,653
Q4 2024 Added 109.62%
$0
$19.8 Million 0.75% of portfolio
768,173
Q4 2024 Added 109.68%
$0
$19.1 Million 0.73% of portfolio
96,344
Q4 2024 Added 30.49%
$2.39T
$18.5 Million 0.7% of portfolio
84,123
Q4 2024 Reduced 0.77%
$0
$18 Million 0.68% of portfolio
206,355
Q4 2024 Reduced 44.02%
$0
$17.7 Million 0.67% of portfolio
183,805
Q4 2024 Added 140,209.16%
$0
$16.1 Million 0.61% of portfolio
200,984
Q4 2024 Reduced 0.44%
$0
$15.7 Million 0.6% of portfolio
125,518
Q4 2024 Reduced 0.2%
$0
$15.2 Million 0.58% of portfolio
189,182
Q4 2024 Added 3.97%
$0
$14 Million 0.53% of portfolio
317,962
Q4 2024 Added 35.15%
$1.39T
$13.1 Million 0.5% of portfolio
22,287
Q4 2024 Reduced 5.58%
$0
$12.2 Million 0.46% of portfolio
95,451
Q4 2024 Added 40.4%
$1.18T
$11.9 Million 0.45% of portfolio
63,108
Q4 2024 Reduced 3.86%
$0
$11.8 Million 0.45% of portfolio
55,933
Q4 2024 Added 25,675.58%
$0
$11.8 Million 0.45% of portfolio
433,699
Q4 2024 Added 248.07%
$0
$11.5 Million 0.44% of portfolio
39,791
Q4 2024 Added 84.0%
$0
$11.3 Million 0.43% of portfolio
218,782
Q4 2024 Reduced 1.07%
$0
$11 Million 0.42% of portfolio
200,697
Q4 2024 Added 6.8%

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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