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
IR
Ingersoll Rand Inc.

Industrials
8
+ 3.1%
$90.46 - $105.35 $724 - $843
266 $24K
FTA
First Tr Large Cap Value

ETFs
2
+ 0.44%
$75.21 - $83.49 $150 - $167
461 $35K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
51
+ 11.21%
$31.24 - $37.15 $1.59K - $1.89K
506 $16K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
610
+ 100.0%
$24.31 - $49.53 $14.8K - $30.2K
1.22K $29K
ASGI
Aberdeen Standard Global Infrastructure Income Fund

Technology
9
+ 2.19%
$17.37 - $20.25 $156 - $182
420 $7K
EIX
Edison International

Utilities
5
+ 3.27%
$77.93 - $88.36 $390 - $442
158 $12K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
1
+ 0.17%
$61.87 - $64.86 $61.9 - $64.9
582 $36K
SJNK
Spdr Bloomberg Short Term High

ETFs
9
+ 1.21%
$25.09 - $25.69 $226 - $231
752 $18K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4
+ 0.33%
$40.38 - $44.35 $162 - $177
1.2K $49K
MIDD
Middleby Corp

Industrials
1
+ 0.31%
$129.7 - $146.97 $130 - $147
323 $43K
SPGI
S&P Global Inc.

Financial Services
15
+ 3.33%
$480.36 - $529.17 $7.21K - $7.94K
465 $231K
TDIV
First Trust Nasdaq Technology

ETFs
1
+ 0.47%
$78.03 - $82.13 $78 - $82.1
216 $16K
HEI
Heico Corp

Industrials
1
+ 2.0%
$237.06 - $279.02 $237 - $279
51 $12K
AHH
Armada Hoffler Properties, Inc.

Real Estate
10
+ 0.94%
$10.06 - $11.26 $101 - $113
1.07K $10K
URA
Global X Uranium ETF

ETFs
36
+ 4.09%
$26.78 - $33.46 $964 - $1.2K
916 $24K
IYK
Ishares U.S. Consumer Staples

ETFs
1
+ 0.44%
$65.32 - $70.92 $65.3 - $70.9
226 $14K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.74K
+ 1.36%
$28.88 - $29.33 $50.4K - $51.2K
130K $3.77M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
15
+ 0.83%
$18.41 - $18.97 $276 - $285
1.83K $33K
CPB
Campbell Soup CO

Consumer Defensive
29
+ 11.42%
$41.42 - $48.71 $1.2K - $1.41K
283 $11K
BWX
Spdr Bloomberg International T

ETFs
2
+ 0.4%
$21.39 - $23.3 $42.8 - $46.6
498 $10K
TDG
Trans Digm Group Inc

Industrials
1
+ 8.33%
$1239.0 - $1442.53 $1.24K - $1.44K
13 $16K
PHI
Pldt Inc.

Communication Services
26
+ 9.63%
$21.06 - $27.58 $548 - $717
296 $6K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.28%
$46.33 - $49.09 $92.7 - $98.2
705 $32K
RGLD
Royal Gold Inc

Basic Materials
8
+ 3.1%
$131.05 - $154.26 $1.05K - $1.23K
266 $35K
JNK
Spdr Bloomberg High Yield Bond

ETFs
6
+ 0.76%
$94.77 - $97.36 $569 - $584
791 $75K
EVH
Evolent Health, Inc.

Healthcare
45
+ 57.69%
$10.71 - $27.14 $482 - $1.22K
123 $1K
IYH
Ishares Tr

ETFs
1
+ 0.42%
$57.53 - $65.24 $57.5 - $65.2
239 $13K
IYE
Ishares Tr

ETFs
6
+ 0.21%
$43.93 - $51.37 $264 - $308
2.82K $128K
OSK
Oshkosh Corp

Industrials
2
+ 0.52%
$93.84 - $115.52 $188 - $231
389 $36K
AVT
Avnet Inc

Technology
4
+ 0.33%
$52.09 - $57.69 $208 - $231
1.23K $64K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
11
+ 0.58%
$44.57 - $45.47 $490 - $500
1.92K $85K
AMCR
Amcor PLC

Consumer Cyclical
45
+ 3.68%
$9.34 - $11.37 $420 - $512
1.27K $11K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
13
+ 1.32%
$28.98 - $32.34 $377 - $420
998 $29K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
147
+ 2.65%
$89.9 - $100.66 $13.2K - $14.8K
5.69K $514K
FIS
Fidelity National Information Services, Inc.

Technology
8
+ 0.82%
$80.14 - $90.95 $641 - $728
983 $79K
RGEN
Repligen Corp

Healthcare
14
+ 1.69%
$123.41 - $160.92 $1.73K - $2.25K
840 $120K
OPEN
Opendoor Technologies Inc.

Real Estate
43
+ 0.67%
$1.6 - $2.34 $68.8 - $101
6.49K $10K
NMFC
New Mountain Finance Corp

Financial Services
100
+ 1.97%
$10.68 - $11.94 $1.07K - $1.19K
5.18K $58K
ES
Eversource Energy

Utilities
4
+ 2.67%
$55.9 - $67.73 $224 - $271
154 $8K
ABM
Abm Industries Inc

Industrials
7
+ 0.63%
$50.32 - $58.61 $352 - $410
1.13K $57K
PUK
Prudential PLC

Financial Services
28
+ 2.95%
$15.52 - $18.99 $435 - $532
977 $15K
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.01%
$58.65 - $64.37 $117 - $129
24.3K $1.43M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6
+ 0.79%
$30.93 - $33.94 $186 - $204
767 $23K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
2
+ 0.46%
$36.06 - $39.96 $72.1 - $79.9
433 $15K
BIIB
Biogen Inc.

Healthcare
10
+ 9.9%
$146.47 - $191.55 $1.46K - $1.92K
111 $16K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
224
+ 1.08%
$35.45 - $40.33 $7.94K - $9.03K
21K $753K
ITUB
Itau Unibanco Holding S.A.

Financial Services
424
+ 14.84%
$4.96 - $6.57 $2.1K - $2.79K
3.28K $16K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
41
+ 1.4%
$46.52 - $48.32 $1.91K - $1.98K
2.97K $138K
CAG
Conagra Brands Inc.

Consumer Defensive
289
+ 12.54%
$26.48 - $32.72 $7.65K - $9.46K
2.59K $71K
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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