Nelson, Van Denburg & Campbell Wealth Management Group, LLC Reduced Holdings in Q2 2024

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.25 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
-6.21K
- 32.64%
$26.62 - $28.52 $165K - $177K
12.8K $341K
LMT
Lockheed Martin Corp

Industrials
-447
- 27.39%
$447.57 - $471.51 $200K - $211K
1.19K $553K
HYG
Ishares Tr

ETFs
-2.34K
- 20.16%
$75.68 - $77.45 $177K - $182K
9.28K $716K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-2.5K
- 24.61%
$48.57 - $62.48 $122K - $156K
7.67K $421K
SLB
Schlumberger Limited

Energy
-2.21K
- 20.7%
$43.0 - $55.22 $95K - $122K
8.46K $399K
MPC
Marathon Petroleum Corp

Energy
-633
- 23.25%
$168.76 - $219.13 $107K - $139K
2.09K $362K
FANG
Diamondback Energy, Inc.

Energy
-956
- 37.94%
$185.97 - $208.26 $178K - $199K
1.56K $313K
DFAE
Dimensional ETF Tr

ETFs
-9.64K
- 17.23%
$24.03 - $26.3 $232K - $253K
46.3K $1.2M
ADBE
Adobe Inc.

Technology
-425
- 41.02%
$439.02 - $555.54 $187K - $236K
611 $339K
VNLA
Janus Henderson Short Duration

ETFs
-3.75K
- 23.95%
$48.22 - $48.55 $181K - $182K
11.9K $577K
TGT
Target Corp

Consumer Defensive
-271
- 5.71%
$141.16 - $177.82 $38.3K - $48.2K
4.47K $661K
WRB
Berkley W R Corp

Financial Services
-1.44K
- 21.71%
$76.65 - $87.49 $110K - $126K
5.2K $408K
RRX
Regal Rexnord Corp

Industrials
-309
- 10.24%
$135.22 - $176.01 $41.8K - $54.4K
2.71K $366K
KHC
Kraft Heinz CO

Consumer Defensive
-1.46K
- 5.27%
$32.22 - $38.65 $47.2K - $56.6K
26.3K $848K
CNC
Centene Corp

Healthcare
-1.25K
- 16.36%
$66.3 - $78.43 $82.9K - $98K
6.39K $423K
NSC
Norfolk Southern Corp

Industrials
-584
- 47.25%
$209.9 - $253.39 $123K - $148K
652 $139K
AMD
Advanced Micro Devices Inc

Technology
-56
- 0.61%
$144.27 - $183.34 $8.08K - $10.3K
9.06K $1.47M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.32K
- 12.31%
$173.58 - $198.8 $229K - $262K
9.4K $1.83M
BMO
Bank Of Montreal

Financial Services
-1.75K
- 88.91%
$83.3 - $98.36 $146K - $172K
218 $18K
WMB
Williams Companies, Inc.

Energy
-6.17K
- 24.31%
$37.58 - $43.11 $232K - $266K
19.2K $816K
F
Ford Motor CO

Consumer Cyclical
-9.25K
- 12.68%
$11.56 - $13.65 $107K - $126K
63.7K $798K
SWK
Stanley Black & Decker, Inc.

Industrials
-332
- 4.15%
$79.89 - $97.19 $26.5K - $32.3K
7.66K $612K
OTIS
Otis Worldwide Corp

Industrials
-1.69K
- 71.06%
$91.2 - $100.78 $154K - $171K
689 $66K
CL
Colgate Palmolive CO

Consumer Defensive
-1.94K
- 72.61%
$85.85 - $98.99 $166K - $192K
730 $70K
A
Agilent Technologies, Inc.

Healthcare
-1.09K
- 67.64%
$129.63 - $154.64 $141K - $168K
521 $67K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-3.96K
- 28.53%
$23.01 - $28.35 $91.2K - $112K
9.93K $233K
CI
Cigna Corp

Healthcare
-406
- 43.75%
$330.57 - $364.08 $134K - $148K
522 $172K
DEO
Diageo PLC

Consumer Defensive
-889
- 38.67%
$126.08 - $149.08 $112K - $133K
1.41K $177K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-686
- 22.09%
$392.81 - $485.53 $269K - $333K
2.42K $1.13M
FNDX
Schwab Fundamental U S Large C

ETFs
-2.42K
- 80.14%
$63.87 - $67.55 $155K - $164K
600 $40K
RGEN
Repligen Corp

Healthcare
-51
- 1.9%
$120.0 - $182.95 $6.12K - $9.33K
2.64K $332K
WDAY
Workday, Inc.

Technology
-283
- 14.19%
$207.08 - $272.44 $58.6K - $77.1K
1.71K $382K
EWBC
East West Bancorp Inc

Financial Services
-1.86K
- 43.35%
$69.41 - $78.21 $129K - $145K
2.43K $178K
DG
Dollar General Corp

Consumer Defensive
-833
- 39.55%
$124.12 - $159.55 $103K - $133K
1.27K $168K
T
At&T Inc.

Communication Services
-15.7K
- 16.89%
$16.09 - $19.11 $252K - $299K
77.1K $1.47M
LUV
Southwest Airlines CO

Industrials
-5.3K
- 35.37%
$25.51 - $29.73 $135K - $158K
9.69K $277K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-330
- 64.83%
$471.28 - $533.64 $156K - $176K
179 $92K
ONON
On Holding Ag

Consumer Cyclical
-5.4K
- 36.88%
$30.4 - $43.79 $164K - $236K
9.24K $358K
FAST
Fastenal CO

Industrials
-1.73K
- 49.26%
$62.84 - $76.63 $109K - $132K
1.78K $111K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-3.34K
- 91.12%
$45.36 - $48.77 $151K - $163K
325 $15K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-623
- 3.4%
$109.44 - $118.4 $68.2K - $73.8K
17.7K $2.01M
XLB
Select Sector Spdr Fd Material

ETFs
-1.54K
- 33.21%
$88.28 - $93.06 $136K - $143K
3.1K $273K
ADSK
Autodesk, Inc.

Technology
-366
- 7.1%
$199.93 - $259.44 $73.2K - $95K
4.79K $1.18M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.96K
- 27.23%
$92.66 - $111.05 $182K - $218K
5.24K $576K
AGZ
Ishares Agency Bond ETF

ETFs
-1.39K
- 20.85%
$106.48 - $108.13 $148K - $151K
5.29K $569K
MMM
3 M CO

Industrials
-1.05K
- 9.53%
$90.54 - $105.26 $95.4K - $111K
10K $1.02M
AFIF
Two Rds Shared Tr

ETFs
-16.3K
- 30.84%
$9.03 - $9.15 $148K - $149K
36.6K $333K
MHO
M/I Homes, Inc.

Consumer Cyclical
-645
- 12.99%
$110.69 - $132.76 $71.4K - $85.6K
4.32K $527K
C
Citigroup Inc

Financial Services
-2.52K
- 5.05%
$57.02 - $64.74 $144K - $163K
47.4K $3.01M
Activity Summary
Buys All Purchases 643 New Holdings 106 Increased Positions 537 Sells All Sells 1326 Reductions 1311 Sold out 15 Options Calls 0 Puts 0
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