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
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
40
+ 2.27%
$54.2 - $60.92 $2.17K - $2.44K
1.8K $97K
WIT
Wipro LTD

Technology
30.4K
+ 75.97%
$3.54 - $7.24 $108K - $220K
70.4K $249K
IRM
Iron Mountain Inc

Real Estate
5
+ 0.59%
$101.62 - $128.14 $508 - $641
846 $88K
EQR
Equity Residential

Real Estate
53
+ 0.88%
$69.12 - $77.48 $3.66K - $4.11K
6.11K $438K
EFV
Msci Eafe Value ETF

ETFs
236
+ 5.02%
$51.78 - $57.15 $12.2K - $13.5K
4.94K $258K
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
53
+ 0.58%
$44.29 - $45.82 $2.35K - $2.43K
9.24K $410K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2
+ 0.04%
$80.93 - $85.66 $162 - $171
5.27K $426K
ROL
Rollins Inc

Consumer Cyclical
76
+ 1.98%
$46.35 - $51.59 $3.52K - $3.92K
3.92K $181K
CROX
Crocs, Inc.

Consumer Cyclical
11
+ 2.76%
$96.51 - $141.93 $1.06K - $1.56K
409 $44K
HES
Hess Corp

Energy
2
+ 0.04%
$127.66 - $148.65 $255 - $297
4.9K $652K
LFUS
Littelfuse Inc

Technology
1
+ 0.23%
$233.99 - $262.18 $234 - $262
437 $102K
ABR
Arbor Realty Trust Inc

Real Estate
442
+ 3.83%
$13.66 - $15.64 $6.04K - $6.91K
12K $165K
ED
Consolidated Edison Inc

Utilities
5
+ 0.5%
$88.87 - $107.38 $444 - $537
1K $89K
APA
Apa Corp

Energy
322
+ 2.04%
$20.47 - $27.07 $6.59K - $8.72K
16.1K $371K
AGOX
Starboard Invt Tr

ETFs
932
+ 3.87%
$27.16 - $30.0 $25.3K - $28K
25K $679K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
25
+ 0.39%
$11.39 - $14.03 $285 - $351
6.42K $74K
AOS
Smith A O Corp

Industrials
6
+ 0.78%
$68.02 - $88.94 $408 - $534
771 $52K
TSCO
Tractor Supply CO

Consumer Cyclical
1.47K
+ 371.28%
$52.59 - $303.74 $77.5K - $448K
1.87K $99K
VT
Vanguard Total World Stk Index

ETFs
12
+ 0.15%
$117.09 - $123.07 $1.41K - $1.48K
8.2K $963K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
128
+ 1.84%
$20.68 - $23.73 $2.65K - $3.04K
7.1K $148K
VONV
Vanguard Russell 1000 Value Et

ETFs
56
+ 0.54%
$80.87 - $87.69 $4.53K - $4.91K
10.5K $850K
TRU
Trans Union

Industrials
458
+ 9.35%
$92.71 - $108.67 $42.5K - $49.8K
5.36K $496K
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.41%
$81.87 - $94.51 $1.39K - $1.61K
4.18K $352K
URI
United Rentals, Inc.

Industrials
6
+ 2.76%
$704.44 - $880.32 $4.23K - $5.28K
223 $157K
ALGN
Align Technology Inc

Healthcare
18
+ 3.72%
$205.03 - $245.32 $3.69K - $4.42K
502 $104K
SCCO
Southern Copper Corp

Basic Materials
57
+ 5.54%
$91.13 - $117.95 $5.19K - $6.72K
1.09K $98K
CSX
Csx Corp

Industrials
198
+ 1.68%
$31.58 - $36.88 $6.25K - $7.3K
12K $386K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
930
+ 11.78%
$45.4 - $56.61 $42.2K - $52.6K
8.83K $408K
PSA
Public Storage

Real Estate
2
+ 0.58%
$289.33 - $360.21 $579 - $720
346 $103K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
46
+ 0.47%
$34.83 - $38.05 $1.6K - $1.75K
9.77K $344K
MAS
Masco Corp

Industrials
54
+ 2.28%
$72.52 - $85.73 $3.92K - $4.63K
2.42K $175K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.88K
+ 3.91%
$11.1 - $12.03 $43.1K - $46.7K
103K $1.16M
CB
Chubb LTD

Financial Services
98
+ 2.27%
$271.57 - $301.89 $26.6K - $29.6K
4.41K $1.22M
CVS
Cvs Health Corp

Healthcare
181
+ 10.33%
$43.78 - $67.46 $7.92K - $12.2K
1.93K $86K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
118
+ 2.16%
$57.96 - $64.2 $6.84K - $7.58K
5.59K $324K
SCHX
Schwab Strategic Tr Us Large C

ETFs
83.8K
+ 190.22%
$22.4 - $68.28 $1.88M - $5.72M
128K $2.96M
BBY
Best Buy CO Inc

Consumer Cyclical
61
+ 3.51%
$85.2 - $101.35 $5.2K - $6.18K
1.8K $154K
CARR
Carrier Global Corp

Industrials
35
+ 1.48%
$66.69 - $82.65 $2.33K - $2.89K
2.4K $163K
WY
Weyerhaeuser CO

Real Estate
281
+ 4.36%
$27.21 - $33.7 $7.65K - $9.47K
6.72K $189K
TLT
Ishares Barclays 20+ Year Trea

ETFs
199
+ 4.53%
$87.1 - $98.49 $17.3K - $19.6K
4.59K $400K
SCHR
Schwab Intermediate Term Us Tr

ETFs
18.7K
+ 101.48%
$24.19 - $50.58 $451K - $943K
37K $899K
NUE
Nucor Corp

Basic Materials
193
+ 12.12%
$115.78 - $167.74 $22.3K - $32.4K
1.79K $208K
KHC
Kraft Heinz CO

Consumer Defensive
2.59K
+ 10.1%
$30.1 - $36.02 $78K - $93.3K
28.3K $867K
HSY
Hershey CO

Consumer Defensive
175
+ 6.09%
$168.67 - $193.65 $29.5K - $33.9K
3.05K $516K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17.9K
+ 4.74%
$74.5 - $78.37 $1.33M - $1.4M
395K $29.5M
RTX
Raytheon Technologies Corp

Industrials
75
+ 0.92%
$114.45 - $127.21 $8.58K - $9.54K
8.21K $949K
SNY
Sanofi

Healthcare
69
+ 1.62%
$45.89 - $57.31 $3.17K - $3.95K
4.33K $208K
TGT
Target Corp

Consumer Defensive
384
+ 8.9%
$121.59 - $160.69 $46.7K - $61.7K
4.7K $635K
NEP
Nextera Energy Partners, LP

Utilities
39
+ 1.01%
$15.87 - $26.96 $619 - $1.05K
3.89K $69K
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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