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
EMSG
Dbx ETF Tr Xtrackers Msci Emer

ETFs
7
+ 0.33%
$26.44 - $29.3 $185 - $205
2.14K $57K
LDOS
Leidos Holdings, Inc.

Technology
5
+ 2.42%
$143.17 - $201.39 $716 - $1.01K
212 $30K
ALGM
Allegro Microsystems, Inc.

Technology
737
+ 5.28%
$19.07 - $23.82 $14.1K - $17.6K
14.7K $321K
GRC
Gorman Rupp CO

Industrials
1
+ 0.03%
$36.95 - $43.09 $37 - $43.1
3.38K $128K
IYT
Ishares Tr U.S. Transportation

ETFs
2
+ 0.11%
$66.79 - $75.4 $134 - $151
1.85K $124K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
1.56K
+ 7.65%
$11.6 - $12.83 $18.1K - $20K
22K $256K
MTD
Mettler Toledo International Inc

Healthcare
2
+ 10.0%
$1160.67 - $1498.12 $2.32K - $3K
22 $26K
IDXX
Idexx Laboratories Inc

Healthcare
5
+ 9.09%
$406.92 - $495.42 $2.03K - $2.48K
60 $24K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
2
+ 0.13%
$32.55 - $36.44 $65.1 - $72.9
1.53K $51K
WEC
Wec Energy Group, Inc.

Utilities
14
+ 0.7%
$92.94 - $101.82 $1.3K - $1.43K
2.03K $190K
FRT
Federal Realty Investment Trust

Real Estate
7
+ 0.38%
$109.55 - $117.53 $767 - $823
1.85K $207K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
10
+ 0.25%
$42.7 - $46.33 $427 - $463
4.02K $172K
POR
Portland General Electric CO

Utilities
7
+ 0.65%
$43.52 - $48.99 $305 - $343
1.09K $47K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
16
+ 1.64%
$70.1 - $76.53 $1.12K - $1.22K
991 $70K
TNET
Trinet Group, Inc.

Industrials
2
+ 0.29%
$80.31 - $98.2 $161 - $196
702 $63K
HUM
Humana Inc

Healthcare
55
+ 19.64%
$233.89 - $304.18 $12.9K - $16.7K
335 $84K
X
United States Steel Corp

Basic Materials
2
+ 0.06%
$30.14 - $42.31 $60.3 - $84.6
3.09K $104K
DPZ
Dominos Pizza Inc

Consumer Cyclical
1
+ 0.22%
$408.59 - $476.19 $409 - $476
458 $192K
RSP
Invesco S&P 500 Equal Weight E

ETFs
64
+ 1.52%
$174.22 - $187.62 $11.2K - $12K
4.27K $748K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.28K
+ 3.33%
$57.53 - $60.83 $131K - $139K
70.7K $4.06M
AVNT
Avient Corp

Basic Materials
51
+ 6.13%
$40.12 - $53.17 $2.05K - $2.71K
883 $36K
BRKR
Bruker Corp

Healthcare
48
+ 5.82%
$48.25 - $67.46 $2.32K - $3.24K
873 $51K
GPC
Genuine Parts CO

Consumer Cyclical
7
+ 2.6%
$113.11 - $143.63 $792 - $1.01K
276 $32K
ROP
Roper Technologies Inc

Industrials
1
+ 0.64%
$519.85 - $575.95 $520 - $576
157 $81K
PRU
Prudential Financial Inc

Financial Services
124
+ 1.53%
$114.59 - $129.52 $14.2K - $16.1K
8.25K $977K
BCE
Bce Inc

Communication Services
183
+ 22.7%
$22.53 - $34.84 $4.12K - $6.38K
989 $22K
MFM
Mfs Municipal Income Trust

Financial Services
371
+ 1.6%
$5.3 - $5.75 $1.97K - $2.13K
23.6K $126K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
867
+ 5.1%
$10.95 - $12.01 $9.49K - $10.4K
17.9K $197K
SCHA
Schwab Strategic Tr Us Small C

ETFs
26.5K
+ 98.07%
$25.33 - $51.16 $672K - $1.36M
53.6K $1.39M
LEN
Lennar Corp

Consumer Cyclical
61
+ 20.61%
$136.2 - $188.96 $8.31K - $11.5K
357 $48K
FR
First Industrial Realty Trust Inc

Real Estate
1
+ 0.08%
$49.6 - $55.9 $49.6 - $55.9
1.19K $59K
DINO
Hf Sinclair Corp

Energy
262
+ 15.72%
$33.69 - $47.67 $8.83K - $12.5K
1.93K $67K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.29%
$516.5 - $619.58 $517 - $620
347 $179K
ONTO
Onto Innovation Inc.

Technology
2
+ 1.22%
$158.54 - $225.02 $317 - $450
166 $27K
QRVO
Qorvo, Inc.

Technology
10
+ 4.15%
$65.6 - $104.58 $656 - $1.05K
251 $17K
VECO
Veeco Instruments Inc

Technology
1.84K
+ 20.96%
$25.99 - $33.75 $47.7K - $61.9K
10.6K $283K
VICI
Vici Properties Inc.

Real Estate
21
+ 0.95%
$28.27 - $33.19 $594 - $697
2.24K $65K
HBIO
Harvard Bioscience Inc

Healthcare
464
+ 3.18%
$2.02 - $2.82 $937 - $1.31K
15K $31K
MATX
Matson, Inc.

Industrials
3
+ 0.3%
$131.18 - $167.37 $394 - $502
1.01K $136K
PKX
Posco Holdings Inc.

Basic Materials
735
+ 49.23%
$43.3 - $69.98 $31.8K - $51.4K
2.23K $96K
CC
Chemours CO

Basic Materials
16
+ 0.63%
$16.82 - $21.94 $269 - $351
2.55K $43K
FDL
First Tr Morningstar Dividend

ETFs
81
+ 1.09%
$39.59 - $43.95 $3.21K - $3.56K
7.49K $301K
STAG
Stag Industrial, Inc.

Real Estate
5
+ 0.28%
$33.22 - $39.1 $166 - $196
1.78K $60K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.05%
$90.66 - $99.46 $453 - $497
9.62K $874K
BMI
Badger Meter Inc

Technology
268
+ 2.56%
$199.06 - $237.67 $53.3K - $63.7K
10.8K $2.28M
EMN
Eastman Chemical CO

Basic Materials
64
+ 8.47%
$90.03 - $110.64 $5.76K - $7.08K
820 $74K
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
289
+ 1.23%
$16.06 - $16.92 $4.64K - $4.89K
23.9K $384K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
5
+ 0.5%
$32.56 - $42.89 $163 - $214
1.01K $33K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
22
+ 0.18%
$57.38 - $61.11 $1.26K - $1.34K
12.1K $706K
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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