Nelson, Van Denburg & Campbell Wealth Management Group, LLC Purchases in Q4 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVOL
Kraneshares Tr Quadratic Int R

ETFs
494
New
$17.44 - $19.38 $8.62K - $9.57K
494 $8K
HBAN
Huntington Bancshares Inc

Financial Services
236
+ 9.32%
$14.18 - $18.2 $3.35K - $4.3K
2.77K $45K
WTMF
Wisdomtree Tr Managed Futures

ETFs
280
+ 7.78%
$34.6 - $36.99 $9.69K - $10.4K
3.88K $135K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
2.56K
+ 16.17%
$5.98 - $6.61 $15.3K - $16.9K
18.4K $111K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
1.31K
+ 16.85%
$9.93 - $10.92 $13K - $14.3K
9.06K $90K
HMC
Honda Motor CO LTD

Consumer Cyclical
312
+ 146.48%
$23.7 - $32.62 $7.39K - $10.2K
525 $14K
DBO
Invesco Db Oil Fund

ETFs
582
+ 81.17%
$13.84 - $15.7 $8.05K - $9.14K
1.3K $18K
VEEV
Veeva Systems Inc

Healthcare
33
+ 4.08%
$201.81 - $250.45 $6.66K - $8.26K
842 $177K
BGS
B&G Foods, Inc.

Consumer Defensive
1.3K
New
$6.21 - $8.91 $8.07K - $11.6K
1.3K $8K
MAR
Marriott International Inc

Consumer Cyclical
7
+ 4.49%
$246.06 - $292.59 $1.72K - $2.05K
163 $45K
FHB
First Hawaiian, Inc.

Financial Services
3
+ 0.12%
$22.33 - $28.3 $67 - $84.9
2.49K $64K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
220
New
$26.18 - $35.42 $5.76K - $7.79K
220 $7K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
129
New
$55.58 - $62.6 $7.17K - $8.08K
129 $7K
DBX
Dropbox, Inc.

Technology
254
New
$25.05 - $30.8 $6.36K - $7.82K
254 $7K
PPT
Putnam Premier Income Trust

Financial Services
2.02K
New
$3.49 - $3.73 $7.04K - $7.52K
2.02K $7K
AFRM
Affirm Holdings, Inc.

Technology
109
+ 726.67%
$38.48 - $72.86 $4.19K - $7.94K
124 $7K
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
1.13K
+ 19.24%
$10.27 - $11.25 $11.6K - $12.7K
7.01K $72K
FENY
Fidelity Covington Tr Msci Ene

ETFs
310
New
$23.14 - $26.91 $7.17K - $8.34K
310 $7K
IPGP
Ipg Photonics Corp

Technology
101
New
$71.88 - $85.75 $7.26K - $8.66K
101 $7K
CALM
Cal Maine Foods Inc

Consumer Defensive
53
+ 110.42%
$75.41 - $112.24 $4K - $5.95K
101 $10K
RHI
Robert Half International Inc.

Industrials
67
+ 15.09%
$65.55 - $76.8 $4.39K - $5.15K
511 $36K
VRTS
Virtus Investment Partners, Inc.

Financial Services
33
New
$203.34 - $250.89 $6.71K - $8.28K
33 $7K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
28
+ 560.0%
$232.27 - $300.43 $6.5K - $8.41K
33 $7K
WWW
Wolverine World Wide Inc

Consumer Cyclical
274
New
$15.36 - $24.25 $4.21K - $6.64K
274 $6K
AMOT
Allied Motion Technologies Inc

Technology
241
New
N/A
241 $6K
TTMI
Ttm Technologies Inc

Technology
254
New
$18.06 - $26.66 $4.59K - $6.77K
254 $6K
RMBS
Rambus Inc

Technology
98
+ 150.77%
$40.13 - $59.14 $3.93K - $5.8K
163 $8K
NSC
Norfolk Southern Corp

Industrials
66
+ 10.05%
$230.6 - $277.0 $15.2K - $18.3K
723 $169K
IFF
International Flavors & Fragrances Inc

Basic Materials
71
+ 591.67%
$83.96 - $106.19 $5.96K - $7.54K
83 $7K
PSTL
Postal Realty Trust, Inc.

Real Estate
514
New
$12.83 - $14.74 $6.59K - $7.58K
514 $6K
FSLY
Fastly, Inc.

Technology
550
+ 283.51%
$6.33 - $11.34 $3.48K - $6.24K
744 $7K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
73
+ 4.14%
$100.24 - $101.35 $7.32K - $7.4K
1.84K $184K
DVY
Ishares Tr

ETFs
200
+ 3.57%
$129.55 - $143.41 $25.9K - $28.7K
5.8K $762K
RBLX
Roblox Corp

Communication Services
87
+ 129.85%
$39.86 - $61.45 $3.47K - $5.35K
154 $8K
OLO
Olo Inc.

Technology
906
New
$4.64 - $8.02 $4.2K - $7.27K
906 $6K
VAL
Valaris LTD

Energy
150
New
$40.92 - $56.38 $6.14K - $8.46K
150 $6K
SAN
Banco Santander, S.A.

Financial Services
1.57K
+ 54.02%
$4.49 - $5.05 $7.05K - $7.93K
4.48K $20K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
647
+ 56.07%
$9.61 - $9.95 $6.22K - $6.44K
1.8K $17K
APOG
Apogee Enterprises, Inc.

Industrials
90
New
$68.43 - $87.22 $6.16K - $7.85K
90 $6K
HDB
Hdfc Bank LTD

Financial Services
17
+ 0.42%
$59.45 - $68.01 $1.01K - $1.16K
4.04K $257K
BWA
Borgwarner Inc

Consumer Cyclical
342
+ 31.29%
$31.48 - $35.49 $10.8K - $12.1K
1.44K $45K
EXEL
Exelixis, Inc.

Healthcare
177
+ 354.0%
$25.39 - $36.46 $4.49K - $6.45K
227 $7K
BNS
Bank Of Nova Scotia

Financial Services
107
+ 50.47%
$51.5 - $57.02 $5.51K - $6.1K
319 $17K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.12%
$107.89 - $125.33 $108 - $125
820 $96K
AB
Alliancebernstein Holding L.P.

Financial Services
150
+ 2500.0%
$34.59 - $38.68 $5.19K - $5.8K
156 $5K
SPTL
Spdr Portfolio Long Term Treas

ETFs
237
+ 61.24%
$26.05 - $29.17 $6.17K - $6.91K
624 $16K
PAYX
Paychex Inc

Industrials
3
+ 0.44%
$135.86 - $148.73 $408 - $446
679 $95K
FDRR
Fidelity Covington Tr Divid Et

ETFs
115
New
$50.93 - $53.77 $5.86K - $6.18K
115 $5K
TYL
Tyler Technologies Inc

Technology
8
+ 266.67%
$576.64 - $635.69 $4.61K - $5.09K
11 $6K
Activity Summary
Buys All Purchases 1151 New Holdings 268 Increased Positions 883 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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