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
EWJ
Ishares Msci Japan ETF

ETFs
77
New
$66.18 - $71.84 $5.1K - $5.53K
77 $5K
FQAL
Fidelity Covington Tr Quality

ETFs
89
New
$64.43 - $68.47 $5.73K - $6.09K
89 $5K
OVV
Ovintiv Inc.

Energy
142
+ 2840.0%
$37.74 - $46.71 $5.36K - $6.63K
147 $5K
DLTR
Dollar Tree, Inc.

Consumer Defensive
62
+ 442.86%
$61.21 - $76.19 $3.8K - $4.72K
76 $5K
PSLV
Sprott Physical Silver Trust

Financial Services
595
New
$9.65 - $11.76 $5.74K - $7K
595 $5K
STRL
Sterling Construction CO Inc

Industrials
25
+ 54.35%
$142.94 - $199.03 $3.57K - $4.98K
71 $11K
VFL
Delaware Investments National Municipal Income Fund

Financial Services
563
+ 76.91%
$10.08 - $11.33 $5.68K - $6.38K
1.3K $13K
RIGL
Rigel Pharmaceuticals Inc

Healthcare
356
New
$13.63 - $27.88 $4.85K - $9.93K
356 $5K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
69
+ 72.63%
$57.27 - $71.33 $3.95K - $4.92K
164 $10K
TOST
Toast, Inc.

Technology
111
+ 105.71%
$27.43 - $43.54 $3.04K - $4.83K
216 $7K
AN
Autonation, Inc.

Consumer Cyclical
51
+ 15.99%
$155.47 - $182.16 $7.93K - $9.29K
370 $62K
LAMR
Lamar Advertising CO

Real Estate
84
+ 16.8%
$121.37 - $138.11 $10.2K - $11.6K
584 $71K
CRL
Charles River Laboratories International, Inc.

Healthcare
29
New
$178.58 - $220.69 $5.18K - $6.4K
29 $5K
MANH
Manhattan Associates Inc

Technology
16
+ 160.0%
$263.36 - $309.78 $4.21K - $4.96K
26 $7K
HQY
Healthequity, Inc.

Healthcare
13
+ 4.51%
$78.18 - $104.65 $1.02K - $1.36K
301 $28K
TDOC
Teladoc Health, Inc.

Healthcare
470
+ 33.33%
$8.57 - $12.02 $4.03K - $5.65K
1.88K $17K
SRE
Sempra Energy

Utilities
24
+ 5.47%
$80.81 - $94.77 $1.94K - $2.27K
463 $40K
WFG
West Fraser Timber Co., LTD

Basic Materials
47
New
$84.65 - $101.14 $3.98K - $4.75K
47 $4K
SNX
Td Synnex Corp

Technology
38
+ 20.11%
$114.71 - $125.79 $4.36K - $4.78K
227 $26K
GBIL
Goldman Sachs Access Treasury

ETFs
42
New
$99.85 - $100.22 $4.19K - $4.21K
42 $4K
APPN
Appian Corp

Technology
126
New
$30.53 - $41.56 $3.85K - $5.24K
126 $4K
IEV
Ishares Tr Europe ETF

ETFs
85
New
$52.03 - $57.63 $4.42K - $4.9K
85 $4K
WELL
Welltower Inc.

Real Estate
37
+ 14.74%
$123.11 - $139.3 $4.56K - $5.15K
288 $36K
UI
Ubiquiti Inc.

Technology
8
+ 61.54%
$223.6 - $362.72 $1.79K - $2.9K
21 $6K
EAT
Brinker International, Inc

Consumer Cyclical
33
New
$78.76 - $137.19 $2.6K - $4.53K
33 $4K
HOOD
Robinhood Markets, Inc.

Technology
60
+ 34.48%
$22.33 - $43.2 $1.34K - $2.59K
234 $8K
GTLB
Gitlab Inc.

Technology
62
+ 71.26%
$48.76 - $67.19 $3.02K - $4.17K
149 $8K
JMEE
J P Morgan Exchange Traded Fd

ETFs
81
New
$60.1 - $66.4 $4.87K - $5.38K
81 $4K
QBTS
D Wave Quantum Inc.

Technology
500
New
$0.89 - $9.91 $445 - $4.96K
500 $4K
MOS
Mosaic CO

Basic Materials
179
+ 220.99%
$23.87 - $28.34 $4.27K - $5.07K
260 $6K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
66
New
$63.19 - $73.31 $4.17K - $4.84K
66 $4K
VCYT
Veracyte, Inc.

Healthcare
95
+ 206.52%
$31.92 - $44.4 $3.03K - $4.22K
141 $5K
SELF
Global Self Storage, Inc.

Real Estate
286
+ 1.22%
$4.91 - $5.35 $1.4K - $1.53K
23.8K $126K
MTB
M&T Bank Corp

Financial Services
3
+ 0.86%
$172.48 - $221.95 $517 - $666
352 $66K
SMR
Nuscale Power Corp

Industrials
235
New
$11.69 - $30.21 $2.75K - $7.1K
235 $4K
RPV
Invesco Exchange Traded Fd Tr

ETFs
50
New
$87.41 - $97.21 $4.37K - $4.86K
50 $4K
GEL
Genesis Energy LP

Energy
461
New
$9.92 - $13.67 $4.57K - $6.3K
461 $4K
IGM
Ishares Expanded Tech Sector E

ETFs
1
+ 0.13%
$94.19 - $106.95 $94.2 - $107
742 $75K
CFG
Citizens Financial Group Inc

Financial Services
35
+ 3.11%
$39.92 - $48.46 $1.4K - $1.7K
1.16K $50K
HUBS
Hubspot Inc

Technology
5
+ 100.0%
$514.07 - $757.4 $2.57K - $3.79K
10 $6K
CYBR
Cyber Ark Software Ltd.

Technology
10
+ 100.0%
$274.1 - $333.15 $2.74K - $3.33K
20 $6K
KEYS
Keysight Technologies, Inc.

Technology
19
+ 4.67%
$149.01 - $172.53 $2.83K - $3.28K
426 $68K
GBX
Greenbrier Companies Inc

Industrials
77
New
$48.74 - $68.41 $3.75K - $5.27K
77 $4K
IDA
Idacorp Inc

Utilities
12
+ 2.71%
$100.11 - $118.96 $1.2K - $1.43K
455 $49K
IXC
Ishares Tr Global Energy ETF

ETFs
161
+ 19.37%
$36.95 - $43.06 $5.95K - $6.93K
992 $37K
NDAQ
Nasdaq, Inc.

Financial Services
19
+ 4.09%
$70.87 - $83.05 $1.35K - $1.58K
484 $37K
PLAB
Photronics Inc

Technology
200
New
$22.8 - $28.06 $4.56K - $5.61K
200 $4K
JHI
John Hancock Investors Trust

Financial Services
169
+ 61.9%
$13.67 - $14.45 $2.31K - $2.44K
442 $6K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
305
New
N/A
305 $3K
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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