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
SLB
Schlumberger Limited

Energy
3.5K
+ 41.82%
$36.83 - $45.59 $129K - $159K
11.9K $454K
XENE
Xenon Pharmaceuticals Inc.

Healthcare
2.57K
New
$38.14 - $45.74 $98K - $118K
2.57K $100K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.25K
New
$79.93 - $88.06 $99.9K - $110K
1.25K $99K
INDA
Ishares Msci India Index Fund

ETFs
3.52K
+ 23.77%
$52.64 - $58.16 $185K - $205K
18.3K $965K
CRWD
Crowd Strike Holdings, Inc.

Technology
91
+ 8.7%
$275.15 - $388.2 $25K - $35.3K
1.14K $389K
SPOT
Spotify Technology S.A.

Communication Services
163
+ 58.01%
$362.95 - $502.38 $59.2K - $81.9K
444 $198K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
4.96K
New
$19.11 - $21.17 $94.8K - $105K
4.96K $95K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.12K
+ 225.5%
$47.29 - $84.74 $53.1K - $95.2K
1.62K $120K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10.9K
+ 36.77%
$12.61 - $15.33 $137K - $167K
40.5K $520K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.96K
+ 15.87%
$36.54 - $37.53 $108K - $111K
21.6K $795K
TPL
Texas Pacific Land Corp

Energy
49
+ 31.41%
$915.49 - $1730.0 $44.9K - $84.8K
205 $226K
RSG
Republic Services, Inc.

Industrials
430
+ 4.27%
$198.0 - $218.75 $85.1K - $94.1K
10.5K $2.11M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
440
New
$194.9 - $214.12 $85.8K - $94.2K
440 $88K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.13K
+ 7.02%
$86.65 - $94.9 $98.2K - $108K
17.3K $1.5M
TFC
Truist Financial Corp

Financial Services
1.86K
+ 41.84%
$41.51 - $48.1 $77K - $89.2K
6.29K $272K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
959
+ 53.4%
$99.2 - $108.47 $95.1K - $104K
2.76K $274K
KEY
Keycorp

Financial Services
4.24K
+ 19.54%
$16.21 - $19.97 $68.8K - $84.7K
26K $444K
BDX
Becton Dickinson & CO

Healthcare
847
+ 10.69%
$220.02 - $243.75 $186K - $206K
8.77K $1.99M
COIN
Coinbase Global, Inc.

Technology
70
+ 7.82%
$163.17 - $343.62 $11.4K - $24.1K
965 $239K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
832
+ 27.43%
$131.66 - $144.0 $110K - $120K
3.87K $510K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
915
+ 2231.71%
N/A
956 $82K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.89K
+ 1.69%
$44.33 - $49.55 $350K - $391K
475K $21.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.52K
+ 10.26%
$50.23 - $50.46 $76.6K - $76.9K
16.4K $824K
MRUS
Merus N.V.

Healthcare
1.82K
New
$41.45 - $54.5 $75.2K - $98.9K
1.82K $76K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
2.26K
+ 12577.78%
$32.82 - $45.55 $74.3K - $103K
2.28K $76K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.31K
+ 13.41%
$46.48 - $51.32 $60.9K - $67.3K
11.1K $533K
UAL
United Airlines Holdings, Inc.

Industrials
93
+ 5.76%
$55.62 - $102.44 $5.17K - $9.53K
1.71K $165K
TRGP
Targa Resources Corp.

Energy
6
+ 0.25%
$150.58 - $207.69 $903 - $1.25K
2.37K $422K
VMO
Invesco Municipal Opportunity Trust

Financial Services
7.39K
+ 668.42%
$9.47 - $10.33 $69.9K - $76.3K
8.49K $82K
VFH
Vanguard Financial ETF

ETFs
466
+ 24.15%
$108.87 - $126.2 $50.7K - $58.8K
2.4K $282K
DE
Deere & CO

Industrials
93
+ 1.99%
$389.45 - $466.0 $36.2K - $43.3K
4.77K $2.02M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
550
New
$123.69 - $133.68 $68K - $73.5K
550 $68K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
18
+ 0.11%
$58.39 - $67.04 $1.05K - $1.21K
15.8K $1M
ETN
Eaton Corp PLC

Industrials
199
+ 7.67%
$326.96 - $377.52 $65.1K - $75.1K
2.79K $926K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
703
+ 151.18%
$83.95 - $99.75 $59K - $70.1K
1.17K $104K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
116
+ 24.32%
$563.99 - $620.12 $65.4K - $71.9K
593 $337K
EQT
Eqt Corp

Energy
34
+ 0.5%
$35.62 - $46.89 $1.21K - $1.59K
6.8K $313K
IWR
Ishares Russell Mid Cap ETF

ETFs
706
+ 5.96%
$87.25 - $95.52 $61.6K - $67.4K
12.6K $1.11M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
405
New
$164.89 - $177.66 $66.8K - $72K
405 $66K
NFRA
Flexshares Stoxx Global Broad

ETFs
1.23K
New
$54.11 - $59.58 $66.3K - $73K
1.23K $66K
GOLD
Barrick Gold Corp

Basic Materials
5.25K
+ 154.34%
$15.23 - $21.19 $79.9K - $111K
8.65K $133K
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
5.5K
New
$11.72 - $12.36 $64.5K - $68K
5.5K $65K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.38K
+ 18.5%
$32.65 - $33.68 $77.8K - $80.2K
15.3K $499K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
4.06K
+ 23.03%
$20.38 - $21.75 $82.7K - $88.2K
21.7K $446K
T
At&T Inc.

Communication Services
422
+ 0.58%
$21.22 - $23.88 $8.95K - $10.1K
73.1K $1.66M
AGNC
Agnc Investment Corp.

Real Estate
7.13K
+ 413.81%
$9.21 - $10.59 $65.7K - $75.5K
8.85K $81K
SOUN
Soundhound Ai, Inc.

Technology
3.22K
New
$4.51 - $24.23 $14.5K - $78K
3.22K $63K
COP
Conocophillips

Energy
2.52K
+ 8.19%
$95.12 - $114.72 $239K - $289K
33.2K $3.3M
TU
Telus Corp

Communication Services
4.55K
+ 1755.98%
$13.45 - $16.78 $61.2K - $76.3K
4.81K $65K
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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