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
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
4.31K
+ 23.22%
$9.82 - $10.6 $42.4K - $45.7K
22.9K $231K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.24K
+ 2484.0%
$26.79 - $30.35 $33.3K - $37.7K
1.29K $35K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.09K
+ 104.03%
$36.36 - $43.93 $39.5K - $47.7K
2.13K $77K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
313
+ 5.4%
$89.88 - $101.38 $28.1K - $31.7K
6.11K $570K
TREX
Trex CO Inc

Industrials
473
+ 1212.82%
$62.94 - $79.88 $29.8K - $37.8K
512 $35K
ETR
Entergy Corp

Utilities
561
+ 324.28%
$73.19 - $156.4 $41.1K - $87.7K
734 $55K
JETS
ETF Ser Solutions U S Global J

ETFs
1.25K
+ 656.84%
$20.04 - $25.93 $25K - $32.4K
1.44K $36K
WSM
Williams Sonoma Inc

Consumer Cyclical
14
+ 1.49%
$129.13 - $198.21 $1.81K - $2.77K
956 $177K
MLKN
Millerknoll, Inc.

Consumer Cyclical
1.45K
+ 228.75%
$22.03 - $25.89 $31.9K - $37.5K
2.08K $47K
AFL
Aflac Inc

Financial Services
427
+ 26.97%
$100.37 - $115.27 $42.9K - $49.2K
2.01K $207K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.3K
+ 63.54%
$23.02 - $23.23 $29.9K - $30.2K
3.35K $77K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
529
+ 102.32%
$63.27 - $70.31 $33.5K - $37.2K
1.05K $66K
GEF
Greif, Inc

Consumer Cyclical
506
New
$60.32 - $72.15 $30.5K - $36.5K
506 $30K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
310
+ 26.68%
$100.16 - $100.7 $31K - $31.2K
1.47K $147K
XPEV
Xpeng Inc.

Consumer Cyclical
2.56K
+ 1215.17%
$10.22 - $15.3 $26.2K - $39.2K
2.78K $32K
SMRT
Smart Rent, Inc.

Technology
17.5K
New
$1.41 - $1.96 $24.7K - $34.3K
17.5K $30K
ACLS
Axcelis Technologies Inc

Technology
450
+ 1153.85%
$69.18 - $105.1 $31.1K - $47.3K
489 $34K
ITM
Vaneck Intermediate Muni ETF

ETFs
666
+ 65.17%
$45.56 - $46.97 $30.3K - $31.3K
1.69K $77K
CME
Cme Group Inc.

Financial Services
112
+ 51.61%
$221.17 - $246.02 $24.8K - $27.6K
329 $76K
CLX
Clorox CO

Consumer Defensive
182
+ 17.72%
$156.51 - $169.74 $28.5K - $30.9K
1.21K $196K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
+ 1.79%
$193.7 - $235.05 $4.07K - $4.94K
1.19K $273K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
1.08K
New
$26.53 - $28.09 $28.7K - $30.4K
1.08K $29K
SDG
Ishares Trust Ishares Msci Glo

ETFs
400
New
$71.56 - $85.77 $28.6K - $34.3K
400 $28K
CPRT
Copart Inc

Consumer Cyclical
421
+ 48.84%
$51.36 - $63.8 $21.6K - $26.9K
1.28K $73K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
742
New
$38.01 - $39.08 $28.2K - $29K
742 $28K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
453
+ 30.26%
$28.38 - $39.27 $12.9K - $17.8K
1.95K $75K
BMY
Bristol Myers Squibb CO

Healthcare
170
+ 4.48%
$51.92 - $59.94 $8.83K - $10.2K
3.96K $224K
PAA
Plains All American Pipeline LP

Energy
1.71K
+ 21.31%
$16.27 - $18.67 $27.7K - $31.8K
9.71K $165K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
307
+ 393.59%
$89.81 - $104.0 $27.6K - $31.9K
385 $34K
KXI
Ishares Tr Global Consumer Sta

ETFs
464
New
$60.15 - $65.39 $27.9K - $30.3K
464 $27K
VZ
Verizon Communications Inc

Communication Services
5.17K
+ 14.03%
$39.6 - $45.21 $205K - $234K
42K $1.68M
BILI
Bilibili Inc.

Communication Services
1.44K
+ 1817.72%
$18.07 - $29.66 $25.9K - $42.6K
1.52K $27K
PMO
Putnam Municipal Opportunities Trust

Financial Services
3.43K
+ 28.71%
$10.01 - $10.93 $34.3K - $37.4K
15.4K $155K
MCHI
Ishares Msci China ETF

ETFs
571
+ 114.2%
$46.1 - $59.67 $26.3K - $34.1K
1.07K $50K
MGA
Magna International Inc

Consumer Cyclical
600
+ 2400.0%
$39.47 - $46.46 $23.7K - $27.9K
625 $26K
WIX
Wix.Com Ltd.

Technology
89
+ 79.46%
$156.75 - $229.35 $14K - $20.4K
201 $43K
DOCU
Docusign, Inc.

Technology
145
+ 36.52%
$61.42 - $106.99 $8.91K - $15.5K
542 $48K
ITA
Ishares Tr

ETFs
268
+ 7.99%
$144.31 - $157.31 $38.7K - $42.2K
3.62K $526K
HTGC
Hercules Capital, Inc.

Financial Services
1.15K
+ 177.23%
$18.53 - $20.22 $21.3K - $23.3K
1.8K $36K
IWV
Ishares Russell 3000 ETF

ETFs
71
+ 126.79%
$323.08 - $349.08 $22.9K - $24.8K
127 $42K
EMB
Ishares Tr

ETFs
659
+ 8.52%
$88.94 - $93.46 $58.6K - $61.6K
8.39K $747K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
494
+ 43.64%
$47.26 - $48.18 $23.3K - $23.8K
1.63K $77K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.11K
+ 5.25%
$57.32 - $59.66 $63.7K - $66.3K
22.3K $1.28M
ZM
Zoom Video Communications, Inc.

Technology
265
+ 291.21%
$67.21 - $89.03 $17.8K - $23.6K
356 $29K
IMKTA
Ingles Markets Inc

Consumer Defensive
367
New
$60.85 - $75.3 $22.3K - $27.6K
367 $23K
MET
Metlife Inc

Financial Services
320
+ 6.39%
$78.15 - $88.25 $25K - $28.2K
5.33K $436K
DAC
Danaos Corp

Industrials
451
+ 24.12%
$76.4 - $87.8 $34.5K - $39.6K
2.32K $185K
PM
Philip Morris International Inc.

Consumer Defensive
276
+ 2.9%
$118.38 - $133.06 $32.7K - $36.7K
9.78K $1.18M
XCEM
Columbia ETF Tr Ii

ETFs
1.29K
+ 25.27%
$29.6 - $32.67 $38.3K - $42.3K
6.41K $189K
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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