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
SONY
Sony Group Corp

Technology
-1.34K
- 36.09%
$75.37 - $87.23 $101K - $117K
2.37K $201K
TYL
Tyler Technologies Inc

Technology
-273
- 98.91%
$399.22 - $502.78 $109K - $137K
3 $1K
EMB
Ishares Tr

ETFs
-1.2K
- 15.26%
$86.66 - $89.88 $104K - $108K
6.69K $591K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-7.5K
- 63.84%
$15.54 - $16.87 $117K - $127K
4.25K $69K
NBIX
Neurocrine Biosciences Inc

Healthcare
-824
- 19.69%
$130.86 - $143.19 $108K - $118K
3.36K $462K
IYT
Ishares Tr U.S. Transportation

ETFs
-1.47K
- 40.83%
$62.67 - $69.73 $92.1K - $102K
2.13K $139K
VIG
Vanguard Dividend Appreciation

ETFs
-620
- 6.57%
$173.33 - $185.29 $107K - $115K
8.81K $1.61M
ROL
Rollins Inc

Consumer Cyclical
-2.67K
- 40.97%
$42.44 - $49.92 $113K - $133K
3.84K $187K
URTH
Ishares Msci World ETF

ETFs
-936
- 9.72%
$137.31 - $147.96 $129K - $138K
8.7K $1.28M
TDIV
First Trust Nasdaq Technology

ETFs
-1.65K
- 87.08%
$65.21 - $77.8 $107K - $128K
244 $18K
EW
Edwards Lifesciences Corp

Healthcare
-1.16K
- 83.95%
$84.3 - $94.31 $97.9K - $109K
222 $20K
INVH
Invitation Homes Inc.

Real Estate
-3.15K
- 99.4%
$33.04 - $35.89 $104K - $113K
19 $0
FISV
Fiserv Inc

Technology
-896
- 2.92%
N/A
29.8K $3.73M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-3.85K
- 3.94%
$22.82 - $23.32 $87.9K - $89.9K
94.1K $2.19M
CDW
Cdw Corp

Technology
-335
- 28.93%
$214.61 - $255.76 $71.9K - $85.7K
823 $184K
MTD
Mettler Toledo International Inc

Healthcare
-85
- 80.95%
$1188.54 - $1530.55 $101K - $130K
20 $27K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.01K
- 24.11%
$95.3 - $104.42 $96.5K - $106K
3.19K $320K
APD
Air Products & Chemicals, Inc.

Basic Materials
-471
- 70.51%
$227.76 - $285.31 $107K - $134K
197 $50K
CSGP
Costar Group, Inc.

Real Estate
-1.13K
- 95.69%
$72.73 - $95.69 $82.3K - $108K
51 $3K
FNDF
Schwab Fundamental Intl Large

ETFs
-3.09K
- 59.93%
$34.19 - $36.51 $106K - $113K
2.06K $72K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.46K
- 73.38%
$72.5 - $82.16 $106K - $120K
530 $42K
ING
Ing Groep Nv

Financial Services
-6.76K
- 81.04%
$15.64 - $18.03 $106K - $122K
1.58K $27K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.23K
- 27.06%
$127.7 - $179.69 $412K - $580K
8.71K $1.51M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-4.6K
- 47.87%
$23.05 - $23.43 $106K - $108K
5.01K $116K
SNPS
Synopsys Inc

Technology
-193
- 83.19%
$510.71 - $620.31 $98.6K - $120K
39 $23K
KEY
Keycorp

Financial Services
-4.25K
- 14.57%
$13.36 - $15.57 $56.7K - $66.1K
24.9K $353K
BR
Broadridge Financial Solutions, Inc.

Technology
-505
- 70.43%
$190.46 - $207.24 $96.2K - $105K
212 $41K
INTU
Intuit Inc

Technology
-164
- 48.96%
$562.97 - $670.27 $92.3K - $110K
171 $112K
OMC
Omnicom Group Inc.

Communication Services
-167
- 1.33%
$88.41 - $97.66 $14.8K - $16.3K
12.4K $1.11M
XLE
Energy Sector Spdr

ETFs
-515
- 2.94%
$88.04 - $98.08 $45.3K - $50.5K
17K $1.55M
ROST
Ross Stores, Inc.

Consumer Cyclical
-702
- 64.23%
$127.68 - $150.38 $89.6K - $106K
391 $56K
CNI
Canadian National Railway CO

Industrials
-659
- 35.58%
$116.77 - $131.52 $77K - $86.7K
1.19K $140K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-15
- 0.08%
$94.12 - $102.13 $1.41K - $1.53K
18.5K $1.8M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-328
- 3.46%
$170.84 - $180.49 $56K - $59.2K
9.17K $1.61M
AFL
Aflac Inc

Financial Services
-1.25K
- 44.2%
$79.64 - $90.43 $99.5K - $113K
1.58K $140K
ASX
Ase Technology Holding Co., Ltd.

Technology
-9.45K
- 58.05%
$9.91 - $11.94 $93.6K - $113K
6.83K $77K
AMT
American Tower Corp

Real Estate
-463
- 14.95%
$171.0 - $200.41 $79.2K - $92.8K
2.64K $512K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-680
- 92.39%
$144.17 - $170.65 $98K - $116K
56 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
-536
- 38.45%
$141.04 - $165.42 $75.6K - $88.7K
858 $130K
FM
Ishares Msci Frontier And Sele

ETFs
-2.08K
- 5.88%
$26.95 - $28.79 $55.9K - $59.8K
33.2K $912K
AON
Aon PLC

Financial Services
-264
- 50.38%
$275.82 - $329.64 $72.8K - $87K
260 $76K
GM
General Motors CO

Consumer Cyclical
-2.86K
- 8.97%
$42.37 - $48.86 $121K - $139K
29K $1.35M
DFAT
Dimensional ETF Tr U S Target

ETFs
-383
- 1.27%
$50.18 - $54.47 $19.2K - $20.9K
29.9K $1.55M
MAS
Masco Corp

Industrials
-837
- 24.81%
$65.48 - $77.9 $54.8K - $65.2K
2.54K $169K
EEFT
Euronet Worldwide, Inc.

Technology
-879
- 88.88%
$101.22 - $116.58 $89K - $102K
110 $11K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.16K
- 26.78%
$76.13 - $79.59 $88.6K - $92.6K
3.18K $250K
TM
Toyota Motor Corp

Consumer Cyclical
-182
- 14.48%
$193.58 - $246.99 $35.2K - $45K
1.08K $220K
XLY
Select Sector Spdr Consumer Di

ETFs
-456
- 5.23%
$169.76 - $184.45 $77.4K - $84.1K
8.26K $1.51M
PNR
Pentair PLC

Industrials
-200
- 2.21%
$74.31 - $85.08 $14.9K - $17K
8.83K $677K
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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