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
ARCC
Ares Capital Corp

Financial Services
803
+ 19.6%
$20.74 - $22.27 $16.7K - $17.9K
4.9K $107K
SONY
Sony Group Corp

Technology
9.29K
+ 400.39%
$17.53 - $96.8 $163K - $899K
11.6K $245K
GUG
Guggenheim Active Allocation Fund

ETFs
1.91K
+ 53.65%
$14.87 - $16.49 $28.4K - $31.5K
5.48K $81K
SBSW
Sibanye Stillwater LTD

Basic Materials
6.82K
New
$3.24 - $5.22 $22.1K - $35.6K
6.82K $22K
STX
Seagate Technology Holdings PLC

Technology
244
+ 697.14%
$86.31 - $112.64 $21.1K - $27.5K
279 $24K
DSI
Ishares Msci Kld 400 Social Et

ETFs
171
+ 9.16%
$107.41 - $115.71 $18.4K - $19.8K
2.04K $224K
SUB
Ishares Short Term National Mu

ETFs
198
+ 48.18%
$104.94 - $106.2 $20.8K - $21K
609 $64K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
148
+ 18.05%
$124.61 - $133.96 $18.4K - $19.8K
968 $124K
IYR
Ishares Tr

ETFs
238
+ 146.01%
$90.74 - $102.87 $21.6K - $24.5K
401 $37K
QUBT
Quantum Computing Inc.

Technology
1.25K
New
$0.64 - $21.61 $797 - $26.9K
1.25K $21K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
512
+ 41.09%
$55.45 - $61.08 $28.4K - $31.3K
1.76K $97K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
352
+ 23.07%
$49.03 - $53.35 $17.3K - $18.8K
1.88K $96K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
286
+ 18.2%
$55.73 - $66.16 $15.9K - $18.9K
1.86K $111K
PBF
Pbf Energy Inc.

Energy
1.1K
+ 58.05%
$25.15 - $33.71 $27.7K - $37.1K
3K $79K
ALK
Alaska Air Group, Inc.

Industrials
182
+ 44.83%
$42.48 - $67.6 $7.73K - $12.3K
588 $38K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
541
+ 24.7%
$54.29 - $59.49 $29.4K - $32.2K
2.73K $149K
VMI
Valmont Industries Inc

Industrials
56
+ 35.9%
$287.0 - $352.14 $16.1K - $19.7K
212 $65K
RIO
Rio Tinto PLC

Basic Materials
1.28K
+ 28.63%
$58.59 - $71.15 $74.7K - $90.7K
5.73K $336K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
130
+ 93.53%
$110.69 - $154.48 $14.4K - $20.1K
269 $34K
SPH
Suburban Propane Partners LP

Utilities
1.14K
New
$17.0 - $19.85 $19.3K - $22.5K
1.14K $19K
CDNS
Cadence Design Systems Inc

Technology
36
+ 12.41%
$249.1 - $324.54 $8.97K - $11.7K
326 $97K
CCL
Carnival Corp

Consumer Cyclical
8
+ 0.29%
$17.34 - $26.8 $139 - $214
2.76K $68K
UVE
Universal Insurance Holdings, Inc.

Financial Services
900
New
$16.9 - $22.98 $15.2K - $20.7K
900 $18K
UGI
Ugi Corp

Utilities
200
+ 4.99%
$23.24 - $30.37 $4.65K - $6.07K
4.21K $118K
RE
Everest Re Group LTD

Financial Services
47
+ 22.38%
N/A
257 $95K
GPI
Group 1 Automotive Inc

Consumer Cyclical
31
+ 25.62%
$344.56 - $435.0 $10.7K - $13.5K
152 $64K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
766
New
$15.19 - $25.13 $11.6K - $19.2K
766 $18K
DFAS
Dimensional ETF Tr U S Small C

ETFs
245
+ 2.7%
$63.58 - $71.15 $15.6K - $17.4K
9.32K $606K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
1.91K
+ 395.45%
$9.84 - $10.98 $18.8K - $21K
2.4K $23K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
436
+ 17.21%
$396.64 - $516.74 $173K - $225K
2.97K $1.2M
HWM
Howmet Aerospace Inc.

Industrials
55
+ 4.53%
$99.72 - $120.09 $5.48K - $6.6K
1.27K $138K
ENSG
Ensign Group, Inc

Healthcare
135
+ 190.14%
$132.78 - $156.91 $17.9K - $21.2K
206 $27K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
590
+ 18.1%
$24.94 - $25.74 $14.7K - $15.2K
3.85K $98K
SERA
Sera Prognostics, Inc.

Healthcare
2.05K
New
$6.03 - $8.83 $12.4K - $18.1K
2.05K $17K
CNM
Core & Main, Inc.

Industrials
271
+ 51.33%
$41.91 - $55.78 $11.4K - $15.1K
799 $40K
CHTR
Charter Communications, Inc.

Communication Services
45
+ 104.65%
$315.38 - $408.02 $14.2K - $18.4K
88 $30K
CI
Cigna Corp

Healthcare
355
+ 30.68%
$265.59 - $358.58 $94.3K - $127K
1.51K $417K
WRB
Berkley W R Corp

Financial Services
52
+ 0.66%
$56.48 - $64.94 $2.94K - $3.38K
7.87K $460K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
2.71K
+ 15.58%
$10.38 - $11.36 $28.1K - $30.7K
20.1K $211K
SMB
Vaneck Short Muni ETF

ETFs
940
New
$17.07 - $17.26 $16K - $16.2K
940 $16K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
703
+ 710.1%
$23.11 - $25.17 $16.2K - $17.7K
802 $18K
VIS
Vanguard Industrial ETF

ETFs
66
+ 111.86%
$254.39 - $279.7 $16.8K - $18.5K
125 $31K
CNP
Centerpoint Energy Inc

Utilities
502
+ 727.54%
$28.58 - $32.66 $14.3K - $16.4K
571 $18K
DDOG
Datadog, Inc.

Technology
81
+ 55.86%
$113.98 - $168.65 $9.23K - $13.7K
226 $32K
PMM
Putnam Managed Municipal Income Trust

Financial Services
2.91K
+ 235.93%
$5.97 - $6.52 $17.4K - $19K
4.14K $24K
PCOR
Procore Technologies, Inc.

Technology
191
+ 203.19%
$58.8 - $85.72 $11.2K - $16.4K
285 $21K
VIG
Vanguard Dividend Appreciation

ETFs
88
+ 1.11%
N/A
8.02K $1.46M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
723
+ 4.06%
$17.93 - $18.8 $13K - $13.6K
18.5K $337K
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
1.4K
+ 22.05%
$10.2 - $10.51 $14.3K - $14.7K
7.75K $80K
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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