Nelson, Van Denburg & Campbell Wealth Management Group, LLC Incresed Positions 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
IQI
Invesco Quality Municipal Income Trust

Financial Services
5.84K
+ 42.4%
$9.59 - $10.5 $56K - $61.3K
19.6K $193K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
163
+ 18.56%
$278.19 - $315.36 $45.3K - $51.4K
1.04K $299K
PPLT
Abrdn Platinum ETF Trust

ETFs
539
+ 150.56%
N/A
897 $80K
SRLN
Ssga Active Trust

ETFs
1.14K
+ 110.25%
$41.48 - $42.08 $47.3K - $48K
2.17K $90K
KGC
Kinross Gold Corp

Basic Materials
5.14K
+ 246.29%
$9.03 - $10.75 $46.4K - $55.3K
7.23K $66K
PPA
Invesco Exchange Traded Fd Tr

ETFs
426
+ 4.72%
$113.79 - $124.5 $48.5K - $53K
9.45K $1.08M
NEM
Newmont Corp

Basic Materials
1.43K
+ 288.1%
$37.0 - $58.68 $52.9K - $83.9K
1.93K $71K
FNDF
Schwab Fundamental Intl Large

ETFs
1.41K
+ 562.4%
$32.92 - $37.15 $46.3K - $52.2K
1.66K $54K
XLE
Energy Sector Spdr

ETFs
839
+ 6.33%
$83.32 - $97.27 $69.9K - $81.6K
14.1K $1.21M
DRI
Darden Restaurants Inc

Consumer Cyclical
2
+ 0.11%
$155.96 - $188.66 $312 - $377
1.87K $348K
WM
Waste Management Inc

Industrials
297
+ 9.82%
$201.79 - $228.46 $59.9K - $67.9K
3.32K $669K
ICLR
Icon PLC

Healthcare
386
+ 75.98%
$187.22 - $297.57 $72.3K - $115K
894 $187K
ENPH
Enphase Energy, Inc.

Technology
762
+ 269.26%
$59.52 - $111.18 $45.4K - $84.7K
1.05K $71K
ERC
Allspring Multi Sector Income Fund

Financial Services
4.5K
+ 69.8%
$8.84 - $9.54 $39.7K - $42.9K
10.9K $100K
TM
Toyota Motor Corp

Consumer Cyclical
67
+ 4.2%
$169.2 - $199.52 $11.3K - $13.4K
1.66K $323K
SAIA
Saia Inc

Industrials
37
+ 3.26%
$411.44 - $569.08 $15.2K - $21.1K
1.17K $533K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
+ 0.87%
$129.96 - $144.97 $5.07K - $5.65K
4.54K $631K
HPE
Hewlett Packard Enterprise CO

Technology
1.28K
+ 13.22%
$19.31 - $23.95 $24.7K - $30.6K
10.9K $233K
SNOW
Snowflake Inc.

Technology
202
+ 181.98%
$109.65 - $186.51 $22.1K - $37.7K
313 $48K
MITK
Mitek Systems Inc

Technology
1.7K
+ 24.66%
$8.39 - $11.45 $14.3K - $19.5K
8.6K $95K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
4.31K
+ 23.22%
$9.82 - $10.6 $42.4K - $45.7K
22.9K $231K
USRT
Ishares Core U.S. Reit ETF

ETFs
736
+ 47.06%
$55.97 - $62.75 $41.2K - $46.2K
2.3K $131K
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
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.24K
+ 2484.0%
$26.79 - $30.35 $33.3K - $37.7K
1.29K $35K
TREX
Trex CO Inc

Industrials
473
+ 1212.82%
$62.94 - $79.88 $29.8K - $37.8K
512 $35K
JETS
ETF Ser Solutions U S Global J

ETFs
1.25K
+ 656.84%
$20.04 - $25.93 $25K - $32.4K
1.44K $36K
ETR
Entergy Corp

Utilities
561
+ 324.28%
$73.19 - $156.4 $41.1K - $87.7K
734 $55K
MLKN
Millerknoll, Inc.

Consumer Cyclical
1.45K
+ 228.75%
$22.03 - $25.89 $31.9K - $37.5K
2.08K $47K
WSM
Williams Sonoma Inc

Consumer Cyclical
14
+ 1.49%
$129.13 - $198.21 $1.81K - $2.77K
956 $177K
AFL
Aflac Inc

Financial Services
427
+ 26.97%
$100.37 - $115.27 $42.9K - $49.2K
2.01K $207K
VCR
Vanguard Consumer Discretionar

ETFs
77
+ 148.08%
$328.51 - $401.37 $25.3K - $30.9K
129 $48K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
529
+ 102.32%
$63.27 - $70.31 $33.5K - $37.2K
1.05K $66K
ITM
Vaneck Intermediate Muni ETF

ETFs
666
+ 65.17%
$45.56 - $46.97 $30.3K - $31.3K
1.69K $77K
XPEV
Xpeng Inc.

Consumer Cyclical
2.56K
+ 1215.17%
$10.22 - $15.3 $26.2K - $39.2K
2.78K $32K
ACLS
Axcelis Technologies Inc

Technology
450
+ 1153.85%
$69.18 - $105.1 $31.1K - $47.3K
489 $34K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
1.3K
+ 63.54%
$23.02 - $23.23 $29.9K - $30.2K
3.35K $77K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
310
+ 26.68%
$100.16 - $100.7 $31K - $31.2K
1.47K $147K
CME
Cme Group Inc.

Financial Services
112
+ 51.61%
$221.17 - $246.02 $24.8K - $27.6K
329 $76K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
+ 1.79%
$193.7 - $235.05 $4.07K - $4.94K
1.19K $273K
CLX
Clorox CO

Consumer Defensive
182
+ 17.72%
$156.51 - $169.74 $28.5K - $30.9K
1.21K $196K
CPRT
Copart Inc

Consumer Cyclical
421
+ 48.84%
$51.36 - $63.8 $21.6K - $26.9K
1.28K $73K
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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
307
+ 393.59%
$89.81 - $104.0 $27.6K - $31.9K
385 $34K
PAA
Plains All American Pipeline LP

Energy
1.71K
+ 21.31%
$16.27 - $18.67 $27.7K - $31.8K
9.71K $165K
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
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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