Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells 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
SCHG
Schwab Strategic Tr Us Large C

ETFs
-212K
- 74.07%
$87.04 - $101.61 $18.5M - $21.6M
74.4K $7.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-107K
- 55.35%
$102.13 - $110.88 $11M - $11.9M
86.7K $9.24M
SYLD
Cambria Shareholder Yld ETF

ETFs
-89.7K
- 82.59%
$67.74 - $73.13 $6.08M - $6.56M
18.9K $1.29M
IWP
Ishares Russell Mid Cap Growth

ETFs
-57.1K
- 63.92%
$105.7 - $113.43 $6.03M - $6.47M
32.2K $3.55M
VEA
Vanguard Ftse Developed Market

ETFs
-114K
- 15.86%
$47.83 - $51.21 $5.46M - $5.84M
605K $29.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-126K
- 73.55%
$35.73 - $39.2 $4.52M - $4.95M
45.5K $1.75M
FHN
First Horizon Corp

Financial Services
-301K
- 98.8%
$13.91 - $16.25 $4.19M - $4.89M
3.66K $57K
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 60.0%
$598160.0 - $634030.0 $3.59M - $3.8M
4 $2.45M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-33.5K
- 43.84%
$81.05 - $81.66 $2.71M - $2.73M
42.9K $3.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-6.15K
- 5.71%
$177.65 - $191.11 $1.09M - $1.18M
102K $18.5M
PWR
Quanta Services, Inc.

Industrials
-6.8K
- 85.17%
$243.26 - $283.43 $1.65M - $1.93M
1.18K $300K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.41K
- 25.23%
$272.21 - $298.72 $1.75M - $1.92M
19K $5.65M
MSFT
Microsoft Corp

Technology
-7.35K
- 11.43%
$389.33 - $452.85 $2.86M - $3.33M
57K $25.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-52.9K
- 36.82%
$31.14 - $34.36 $1.65M - $1.82M
90.8K $3.05M
MA
Mastercard Inc

Financial Services
-2.06K
- 14.02%
$441.1 - $479.43 $908K - $987K
12.6K $5.57M
HD
Home Depot, Inc.

Consumer Cyclical
-1.29K
- 6.57%
$325.1 - $368.03 $419K - $474K
18.3K $6.31M
IWN
Ishares Russell2000 Val ETF

ETFs
-7.1K
- 60.41%
$146.03 - $158.93 $1.04M - $1.13M
4.65K $708K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.14K
- 74.57%
$154.56 - $173.19 $1.1M - $1.24M
2.43K $415K
JNJ
Johnson & Johnson

Healthcare
-4.27K
- 9.69%
$144.38 - $157.78 $617K - $674K
39.8K $5.81M
IEFA
Ishares Tr

ETFs
-14.3K
- 19.66%
$70.77 - $76.19 $1.01M - $1.09M
58.3K $4.24M
VNQ
Vanguard Specialized Funds Van

ETFs
-11K
- 13.37%
$78.61 - $85.97 $868K - $949K
71.5K $5.99M
BLDR
Builders First Source, Inc.

Industrials
-5.21K
- 94.02%
$136.51 - $205.41 $711K - $1.07M
331 $45K
ABBV
Abb Vie Inc.

Healthcare
-2.99K
- 6.13%
$154.79 - $180.76 $463K - $540K
45.8K $7.85M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19.5K
- 79.68%
$50.22 - $50.48 $977K - $982K
4.96K $250K
CRM
Salesforce, Inc.

Technology
-154
- 0.79%
$218.01 - $304.74 $33.6K - $46.9K
19.4K $4.98M
CVS
Cvs Health Corp

Healthcare
-8.64K
- 57.4%
$53.63 - $79.56 $464K - $688K
6.42K $378K
AMZN
Amazon Com Inc

Consumer Cyclical
-9.78K
- 11.67%
$173.67 - $197.85 $1.7M - $1.93M
74K $14.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-8.71K
- 6.54%
$56.43 - $60.79 $491K - $529K
125K $7.29M
NKE
Nike, Inc.

Consumer Cyclical
-2.59K
- 8.24%
$75.37 - $97.18 $195K - $252K
28.8K $2.17M
BA
Boeing CO

Industrials
-144
- 0.23%
$164.33 - $191.42 $23.7K - $27.6K
63.5K $11.6M
ACN
Accenture PLC

Technology
-313
- 2.2%
$281.76 - $339.17 $88.2K - $106K
13.9K $4.22M
DE
Deere & CO

Industrials
-1.2K
- 19.44%
$364.98 - $414.02 $436K - $495K
4.95K $1.85M
CVX
Chevron Corp

Energy
-3.96K
- 12.24%
$152.57 - $166.33 $604K - $659K
28.4K $4.44M
UNH
Unitedhealth Group Inc

Healthcare
-1.66K
- 13.0%
$439.2 - $524.63 $730K - $872K
11.1K $5.67M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-20.2K
- 18.64%
$28.14 - $28.86 $569K - $583K
88.2K $2.5M
IEMG
Ishares Inc

ETFs
-14.5K
- 21.05%
$50.02 - $54.95 $728K - $799K
54.5K $2.92M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8.77K
- 14.27%
$60.46 - $64.81 $530K - $568K
52.7K $3.25M
KR
Kroger CO

Consumer Defensive
-2.53K
- 3.56%
$49.37 - $57.82 $125K - $146K
68.5K $3.42M
LLY
Eli Lilly & CO

Healthcare
-1.61K
- 24.74%
$724.87 - $909.04 $1.17M - $1.47M
4.9K $4.44M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-49.2K
- 56.32%
$10.71 - $11.9 $527K - $586K
38.2K $446K
NICE
Nice Ltd.

Technology
-2.25K
- 98.9%
$161.78 - $254.61 $364K - $572K
25 $4K
PEP
Pepsico Inc

Consumer Defensive
-2.32K
- 11.63%
$163.33 - $183.11 $378K - $424K
17.6K $2.9M
BCAT
Black Rock Capital Allocation Trust

ETFs
-33.5K
- 49.47%
$15.27 - $16.91 $511K - $566K
34.2K $560K
ADP
Automatic Data Processing Inc

Industrials
-1.5K
- 9.19%
$237.3 - $254.02 $355K - $380K
14.8K $3.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-294
- 1.73%
$249.37 - $280.22 $73.3K - $82.4K
16.7K $4.26M
XLP
Consumer Staples Sector Spdr

ETFs
-7.04K
- 42.35%
$73.08 - $78.4 $515K - $552K
9.59K $734K
LOW
Lowes Companies Inc

Consumer Cyclical
-1.32K
- 18.74%
$214.27 - $249.28 $283K - $329K
5.72K $1.26M
V
Visa Inc.

Financial Services
-986
- 6.02%
$262.47 - $281.5 $259K - $278K
15.4K $4.04M
LECO
Lincoln Electric Holdings Inc

Industrials
-1.6K
- 50.02%
$182.24 - $252.64 $291K - $403K
1.6K $301K
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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