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
SHYG
Ishares 0 5 Year High Yield CO

ETFs
7.62K
+ 8.95%
$42.33 - $43.3 $323K - $330K
92.8K $3.95M
JBL
Jabil Inc

Technology
1.73K
+ 1635.85%
$118.97 - $147.77 $206K - $256K
1.84K $264K
INTU
Intuit Inc

Technology
392
+ 227.91%
$602.01 - $706.25 $236K - $277K
564 $354K
MRVL
Marvell Technology, Inc.

Technology
1.76K
+ 129.2%
$70.31 - $124.78 $124K - $220K
3.12K $345K
LPLA
Lpl Financial Holdings Inc.

Financial Services
63
+ 2.61%
$229.85 - $335.91 $14.5K - $21.2K
2.48K $809K
BSMS
Invesco Bulletshares 2028 Muni

ETFs
10.3K
+ 182.83%
$23.26 - $23.6 $240K - $243K
16K $372K
MS
Morgan Stanley

Financial Services
395
+ 4.7%
$104.42 - $134.99 $41.2K - $53.3K
8.8K $1.11M
XLK
Technology Sector Spdr

ETFs
397
+ 2.02%
$220.26 - $241.44 $87.4K - $95.9K
20.1K $4.67M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.68K
+ 162.31%
$125.36 - $147.37 $210K - $247K
2.71K $355K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
3.34K
+ 2113.29%
$63.15 - $75.4 $211K - $252K
3.5K $224K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
4.2K
New
$49.58 - $50.28 $208K - $211K
4.2K $208K
KKR
Kkr & Co. Inc.

Financial Services
506
+ 6.65%
$129.87 - $162.87 $65.7K - $82.4K
8.12K $1.2M
CHK
Chesapeake Energy Corp

Energy
2.14K
+ 42.76%
$81.46 - $87.57 $174K - $187K
7.14K $611K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.57K
+ 19.4%
$66.77 - $71.52 $171K - $184K
15.8K $1.09M
SCHP
Schwab Strategic Us Tips ETF

ETFs
402K
+ 109.68%
$25.74 - $53.78 $10.3M - $21.6M
768K $19.8M
TTD
Trade Desk, Inc.

Technology
1.56K
+ 428.22%
$108.7 - $139.51 $170K - $218K
1.93K $226K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.69K
+ 3.71%
$113.92 - $127.38 $306K - $342K
75K $8.64M
SSB
South State Corp

Financial Services
1.79K
+ 22412.5%
$94.05 - $111.93 $169K - $201K
1.8K $179K
VXF
Vanguard Extended Market ETF

ETFs
923
+ 330.82%
$179.17 - $207.15 $165K - $191K
1.2K $228K
ADBE
Adobe Inc.

Technology
520
+ 65.91%
$437.39 - $552.96 $227K - $288K
1.31K $582K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
678K
+ 195.19%
$22.01 - $66.82 $14.9M - $45.3M
1.03M $23.3M
RKLB
Rocket Lab Usa, Inc.

Industrials
5.76K
+ 478.57%
$9.23 - $28.44 $53.2K - $164K
6.97K $177K
SO
Southern CO

Utilities
2.14K
+ 117.03%
$81.5 - $94.15 $174K - $201K
3.96K $326K
BLD
Top Build Corp

Industrials
512
New
$308.96 - $414.77 $158K - $212K
512 $159K
INSM
Insmed Inc

Healthcare
2.28K
New
$66.29 - $76.63 $151K - $175K
2.28K $157K
EXTR
Extreme Networks Inc

Technology
9.4K
New
$14.22 - $18.52 $134K - $174K
9.4K $157K
IWM
Ishares Russell 2000 ETF

ETFs
685
+ 10.31%
$216.13 - $242.4 $148K - $166K
7.33K $1.62M
IAU
Ishares Gold Trust

ETFs
3.1K
+ 6.3%
$48.37 - $52.65 $150K - $163K
52.3K $2.59M
VGT
Vanguard Information Technolog

ETFs
155
+ 11.81%
$571.78 - $647.97 $88.6K - $100K
1.47K $912K
BX
Blackstone Inc.

Financial Services
566
+ 25.09%
$148.45 - $199.05 $84K - $113K
2.82K $486K
BKR
Baker Hughes CO

Energy
2.61K
+ 37.88%
$35.98 - $44.88 $93.8K - $117K
9.49K $389K
NOW
Service Now, Inc.

Technology
39
+ 6.57%
$867.18 - $1148.42 $33.8K - $44.8K
633 $671K
BK
Bank Of New York Mellon Corp

Financial Services
1.49K
+ 33.42%
$70.82 - $81.87 $105K - $122K
5.94K $456K
FTHI
First Trust Exchange Traded Fd

ETFs
5.22K
+ 9.08%
$22.89 - $24.02 $119K - $125K
62.7K $1.46M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
6.23K
+ 137.83%
$21.66 - $22.69 $135K - $141K
10.7K $233K
SAP
Sap Se

Technology
436
+ 37.26%
$218.13 - $255.54 $95.1K - $111K
1.61K $395K
VONE
Vanguard Russell 1000 ETF

ETFs
466
+ 133.14%
$257.18 - $277.76 $120K - $129K
816 $217K
OEF
Ishares S&P 100 ETF

ETFs
459
+ 109.29%
N/A
879 $233K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.45K
New
$49.79 - $51.14 $122K - $125K
2.45K $122K
EBAY
Ebay Inc

Consumer Cyclical
1.96K
+ 650.33%
$57.51 - $67.17 $113K - $132K
2.27K $140K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
403
+ 77.95%
$173.13 - $258.09 $69.8K - $104K
920 $212K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
931
+ 13.06%
$45.39 - $62.98 $42.3K - $58.6K
8.06K $457K
FOUR
Shift4 Payments, Inc.

Technology
432
+ 9.24%
$88.26 - $114.95 $38.1K - $49.7K
5.11K $530K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
113
+ 1.23%
$170.03 - $192.78 $19.2K - $21.8K
9.29K $1.72M
TROW
Price T Rowe Group Inc

Financial Services
994
+ 487.25%
$106.48 - $124.69 $106K - $124K
1.2K $135K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
16.5K
+ 34.76%
$11.91 - $14.14 $197K - $234K
64.1K $785K
QUAL
Ishares Msci Usa Quality Facto

ETFs
634
+ 30.73%
$176.42 - $186.91 $112K - $119K
2.7K $480K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
224K
+ 203.29%
$27.54 - $83.04 $6.18M - $18.6M
335K $9.28M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
2.75K
+ 47.81%
$64.28 - $76.45 $177K - $210K
8.5K $547K
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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