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
XEL
Xcel Energy Inc

Utilities
-2.73K
- 35.34%
$52.53 - $56.74 $143K - $155K
4.99K $266K
FTCS
First Trust Capital Strength E

ETFs
-756
- 1.44%
$81.48 - $85.58 $61.6K - $64.7K
51.6K $4.34M
RACE
Ferrari N.V.

Consumer Cyclical
-284
- 24.53%
$401.0 - $431.75 $114K - $123K
874 $356K
PRU
Prudential Financial Inc

Financial Services
-1.24K
- 13.38%
$107.35 - $121.31 $133K - $150K
8.02K $940K
XLF
Financial Sector Spdr

ETFs
-2.43K
- 5.23%
$39.59 - $42.49 $96.3K - $103K
44.1K $1.81M
EME
Emcor Group, Inc.

Industrials
-421
- 88.63%
$328.63 - $398.69 $138K - $168K
54 $19K
KEYS
Keysight Technologies, Inc.

Technology
-883
- 69.53%
$135.22 - $160.14 $119K - $141K
387 $52K
ICE
Intercontinental Exchange, Inc.

Financial Services
-977
- 5.26%
$126.54 - $138.72 $124K - $136K
17.6K $2.41M
GILD
Gilead Sciences, Inc.

Healthcare
-1.38K
- 12.92%
$63.15 - $72.88 $87.3K - $101K
9.31K $639K
CME
Cme Group Inc.

Financial Services
-645
- 72.88%
$194.1 - $216.77 $125K - $140K
240 $47K
WST
West Pharmaceutical Services Inc

Healthcare
-242
- 25.5%
$314.68 - $395.94 $76.2K - $95.8K
707 $232K
BAC
Bank Of America Corp

Financial Services
-9.08K
- 7.72%
$34.68 - $40.02 $315K - $363K
109K $4.32M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.4K
- 46.17%
$100.29 - $100.75 $140K - $141K
1.63K $164K
HUBS
Hubspot Inc

Technology
-220
- 97.78%
$557.25 - $682.02 $123K - $150K
5 $2K
DALT
Two Rds Shared Tr Anfield Dive

ETFs
-15.2K
- 99.35%
$0.0 - $9.05 $0 - $137K
100 $0
BMY
Bristol Myers Squibb CO

Healthcare
-1.65K
- 30.71%
$40.25 - $52.99 $66.5K - $87.5K
3.73K $154K
CRWD
Crowd Strike Holdings, Inc.

Technology
-577
- 42.36%
$282.64 - $390.43 $163K - $225K
785 $300K
MSCI
Msci Inc.

Financial Services
-238
- 94.44%
$446.0 - $554.83 $106K - $132K
14 $6K
CTVA
Corteva, Inc.

Basic Materials
-501
- 1.72%
$51.18 - $57.83 $25.6K - $29K
28.7K $1.55M
BX
Blackstone Inc.

Financial Services
-897
- 28.69%
$116.13 - $132.0 $104K - $118K
2.23K $275K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-5.66K
- 98.27%
$23.33 - $23.97 $132K - $136K
100 $2K
FSK
Fs Kkr Capital Corp

Financial Services
-7.25K
- 49.51%
$18.82 - $20.71 $136K - $150K
7.39K $145K
PGR
Progressive Corp

Financial Services
-657
- 17.37%
$202.26 - $215.9 $133K - $142K
3.13K $649K
POOL
Pool Corp

Industrials
-327
- 99.7%
$307.33 - $401.3 $100K - $131K
1 $0
TTE
Total Energies Se

Energy
-1.86K
- 49.77%
$65.76 - $74.56 $123K - $139K
1.88K $125K
VEEV
Veeva Systems Inc

Healthcare
-396
- 32.46%
$171.41 - $230.39 $67.9K - $91.2K
824 $150K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
-5.27K
- 49.04%
$24.74 - $24.86 $130K - $131K
5.47K $135K
MELI
Mercadolibre Inc

Consumer Cyclical
-91
- 65.94%
$1356.43 - $1787.73 $123K - $163K
47 $77K
EPP
Ishares Inc

ETFs
-3.03K
- 96.04%
$40.54 - $45.26 $123K - $137K
125 $5K
ROP
Roper Technologies Inc

Industrials
-232
- 56.31%
$510.82 - $563.66 $119K - $131K
180 $101K
MIDD
Middleby Corp

Industrials
-793
- 95.77%
$122.61 - $158.53 $97.2K - $126K
35 $4K
VHT
Vanguard Health Care ETF

ETFs
-434
- 16.32%
$252.83 - $269.37 $110K - $117K
2.23K $592K
ADI
Analog Devices Inc

Technology
-807
- 43.41%
$183.36 - $240.16 $148K - $194K
1.05K $240K
PM
Philip Morris International Inc.

Consumer Defensive
-2.39K
- 20.19%
$88.6 - $104.24 $212K - $250K
9.47K $959K
XOM
Exxon Mobil Corp

Energy
-248
- 0.28%
$108.36 - $122.2 $26.9K - $30.3K
87.8K $10.1M
WDI
Western Asset Diversified Income Fund

ETFs
-8.58K
- 78.45%
$13.82 - $14.82 $119K - $127K
2.36K $33K
USB
Us Bancorp \De\

Financial Services
-1.77K
- 16.35%
$38.45 - $43.95 $68K - $77.7K
9.05K $359K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-747
- 31.86%
$153.77 - $218.0 $115K - $163K
1.6K $336K
SNA
Snap On Inc

Industrials
-413
- 95.6%
$258.91 - $294.63 $107K - $122K
19 $4K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
-2.3K
- 68.75%
$40.23 - $51.57 $92.3K - $118K
1.04K $42K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-36
- 58.06%
$3414.82 - $4014.38 $123K - $145K
26 $102K
BP
Bp PLC

Energy
-2.65K
- 16.54%
$34.89 - $39.65 $92.4K - $105K
13.4K $482K
CPRT
Copart Inc

Consumer Cyclical
-2.03K
- 70.55%
$52.14 - $58.07 $106K - $118K
846 $45K
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
-10.2K
- 37.46%
$10.83 - $11.33 $110K - $115K
17K $190K
AWI
Armstrong World Industries Inc

Industrials
-137
- 1.43%
$112.03 - $123.24 $15.3K - $16.9K
9.42K $1.07M
WSM
Williams Sonoma Inc

Consumer Cyclical
-310
- 35.67%
$279.2 - $321.33 $86.6K - $99.6K
559 $157K
IEX
Idex Corp

Industrials
-61
- 2.49%
$198.23 - $241.58 $12.1K - $14.7K
2.39K $480K
WMG
Warner Music Group Corp.

Communication Services
-1.61K
- 5.55%
$29.5 - $35.65 $47.5K - $57.4K
27.4K $839K
FTGC
First Trust Global Tactical CO

ETFs
-4.99K
- 77.75%
$23.62 - $24.89 $118K - $124K
1.43K $34K
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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