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
DGRO
Ishares Core Dividend Growth E

ETFs
48.1K
+ 2.85%
$60.73 - $64.94 $2.92M - $3.12M
1.74M $107M
BP
Bp PLC

Energy
24.3K
+ 83.32%
$28.16 - $33.14 $683K - $804K
53.4K $1.58M
HYLB
Xtrackers Usd High Yield Corp

ETFs
24.2K
+ 9.01%
$35.95 - $36.76 $869K - $889K
293K $10.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$664750.0 - $724132.5 $665K - $724K
5 $3.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
32.2K
+ 151.14%
$20.08 - $20.61 $647K - $664K
53.5K $1.08M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.02K
+ 94.53%
$91.29 - $91.8 $641K - $645K
14.4K $1.32M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
8.04K
+ 1570.7%
$67.53 - $85.82 $543K - $690K
8.55K $667K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.28K
+ 2.66%
$442.29 - $483.08 $1.45M - $1.58M
127K $57.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.68K
+ 39.34%
$106.56 - $113.11 $712K - $755K
23.7K $2.53M
CSCO
Cisco Systems, Inc.

Technology
3.38K
+ 4.99%
$52.45 - $60.02 $177K - $203K
71K $4.2M
SCHO
Schwab Short Term Us Treasury

ETFs
430K
+ 109.62%
$24.06 - $48.88 $10.3M - $21M
822K $19.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
507
+ 4.32%
$370.24 - $418.94 $188K - $212K
12.2K $4.91M
TWLO
Twilio Inc

Communication Services
4.67K
+ 4061.74%
$63.73 - $114.96 $298K - $537K
4.79K $517K
IBB
Ishares Biotechnology ETF

ETFs
4.16K
+ 128.74%
$131.21 - $148.85 $545K - $619K
7.39K $976K
GLD
Spdr Gold Trust

ETFs
2.05K
+ 18.56%
$236.59 - $257.5 $486K - $529K
13.1K $3.18M
TPR
Tapestry, Inc.

Consumer Cyclical
4.07K
+ 34.12%
$43.54 - $66.18 $177K - $269K
16K $1.04M
BSMU
Invesco Exchange Self Ind Tr

ETFs
22.4K
+ 93.21%
$21.63 - $22.25 $484K - $498K
46.4K $1.01M
MUB
Ishares National Muni Bond ETF

ETFs
7.98K
+ 4.37%
$105.78 - $108.7 $844K - $867K
191K $20.3M
ABT
Abbott Laboratories

Healthcare
4.39K
+ 10.29%
$111.93 - $119.39 $492K - $524K
47.1K $5.33M
DELL
Dell Technologies Inc.

Technology
4.07K
+ 76.95%
$111.96 - $144.21 $456K - $587K
9.36K $1.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
+ 6.72%
$116.4 - $138.52 $196K - $233K
26.7K $3.39M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.91K
New
$74.68 - $81.45 $441K - $481K
5.91K $441K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
6.39K
+ 343.18%
$68.25 - $75.42 $436K - $482K
8.25K $564K
IYW
Ishares Dj Us Tech ETF

ETFs
2.52K
+ 114.0%
$148.14 - $166.23 $373K - $418K
4.72K $753K
JWN
Nordstrom Inc

Consumer Cyclical
17.2K
New
$21.42 - $24.9 $368K - $428K
17.2K $415K
NTRA
Natera, Inc.

Healthcare
2.36K
+ 222.8%
$117.67 - $174.0 $277K - $410K
3.41K $540K
WMT
Walmart Inc.

Consumer Defensive
413
+ 1.1%
$79.1 - $95.7 $32.7K - $39.5K
38K $3.43M
DNP
Dnp Select Income Fund Inc

Financial Services
52.2K
+ 92.48%
$8.82 - $9.96 $460K - $520K
109K $958K
GKOS
Glaukos Corp

Healthcare
2.6K
New
$126.42 - $152.67 $329K - $397K
2.6K $390K
IDNA
Ishares Tr Genomics Immunology

ETFs
17.2K
+ 180.53%
$22.38 - $25.53 $384K - $438K
26.7K $603K
GILD
Gilead Sciences, Inc.

Healthcare
3.13K
+ 33.21%
$83.95 - $97.9 $263K - $306K
12.6K $1.16M
ET
Energy Transfer LP

Energy
7.56K
+ 12.42%
$16.05 - $19.86 $121K - $150K
68.4K $1.34M
TMUS
T Mobile Us, Inc.

Communication Services
1.48K
+ 76.34%
$206.1 - $246.94 $305K - $365K
3.41K $753K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
5.51K
+ 4.43%
N/A
130K $8.11M
QCOM
Qualcomm Inc

Technology
3.49K
+ 29.02%
$150.4 - $178.04 $525K - $622K
15.5K $2.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
10.9K
+ 146.04%
$31.23 - $33.51 $342K - $367K
18.4K $579K
AMD
Advanced Micro Devices Inc

Technology
5.69K
+ 67.41%
$118.88 - $172.8 $676K - $983K
14.1K $1.71M
PSTG
Pure Storage, Inc.

Technology
5.15K
+ 6436.25%
$48.19 - $66.6 $248K - $343K
5.23K $321K
VNLA
Janus Henderson Short Duration

ETFs
6.32K
+ 66.93%
$48.82 - $49.11 $309K - $310K
15.8K $771K
CWST
Casella Waste Systems Inc

Industrials
2.89K
+ 3354.65%
$97.5 - $113.93 $281K - $329K
2.97K $314K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
16K
+ 24.5%
$19.38 - $19.58 $310K - $313K
81.2K $1.58M
OKTA
Okta, Inc.

Technology
3.73K
+ 4844.16%
$71.81 - $86.11 $268K - $321K
3.81K $299K
BNDX
Vanguard Total International B

ETFs
15.8K
+ 4.02%
$48.91 - $50.61 $771K - $798K
407K $20M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.32K
+ 5.6%
$77.25 - $91.3 $102K - $121K
24.9K $2.13M
AAON
Aaon, Inc.

Industrials
2.37K
+ 5040.43%
$106.25 - $140.75 $252K - $333K
2.42K $284K
CEIX
Consol Energy Inc.

Energy
2.58K
+ 186.42%
$101.36 - $133.33 $262K - $344K
3.96K $422K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
11.8K
+ 59.55%
$22.06 - $22.58 $260K - $266K
31.6K $710K
FN
Fabrinet

Technology
1.23K
+ 24520.0%
$214.76 - $271.08 $263K - $332K
1.23K $270K
IYF
Ishares Tr

ETFs
1.59K
+ 13.12%
$102.7 - $119.05 $163K - $189K
13.7K $1.52M
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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