Nelson, Van Denburg & Campbell Wealth Management Group, LLC Sells 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
UNF
Unifirst Corp

Industrials
-336
- 7.11%
$171.0 - $206.22 $57.5K - $69.3K
4.39K $750K
ASND
Ascendis Pharma A/S

Healthcare
-651
- 7.93%
$122.0 - $146.6 $79.4K - $95.4K
7.56K $1.04M
VHT
Vanguard Health Care ETF

ETFs
-463
- 19.5%
$250.81 - $283.3 $116K - $131K
1.91K $484K
LKQ
Lkq Corp

Consumer Cyclical
-2.88K
- 11.76%
$36.0 - $39.99 $104K - $115K
21.6K $794K
PSX
Phillips 66

Energy
-142
- 1.54%
$110.35 - $138.93 $15.7K - $19.7K
9.07K $1.03M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-371
- 7.94%
$104.0 - $138.19 $38.6K - $51.3K
4.3K $476K
HAS
Hasbro, Inc.

Consumer Cyclical
-331
- 3.45%
$55.71 - $72.94 $18.4K - $24.1K
9.28K $518K
OXY
Occidental Petroleum Corp

Energy
-910
- 1.51%
$45.36 - $55.91 $41.3K - $50.9K
59.2K $2.93M
SITE
Site One Landscape Supply, Inc.

Industrials
-429
- 7.1%
$131.3 - $156.31 $56.3K - $67.1K
5.61K $739K
WSO
Watsco Inc

Industrials
-239
- 7.24%
$466.57 - $568.78 $112K - $136K
3.06K $1.45M
CPRI
Capri Holdings LTD

Consumer Cyclical
-3.95K
- 97.89%
$19.39 - $43.18 $76.6K - $170K
85 $1K
LSTR
Landstar System Inc

Industrials
-399
- 6.83%
$171.86 - $192.81 $68.6K - $76.9K
5.44K $934K
SBUX
Starbucks Corp

Consumer Cyclical
-902
- 6.74%
$87.44 - $102.5 $78.9K - $92.5K
12.5K $1.14M
EXPD
Expeditors International Of Washington Inc

Industrials
-597
- 12.3%
$110.5 - $128.26 $66K - $76.6K
4.26K $471K
MRNA
Moderna, Inc.

Healthcare
-2.28K
- 86.16%
$36.85 - $63.93 $84.2K - $146K
367 $15K
CLF
Cleveland Cliffs Inc.

Basic Materials
-500
- 1.09%
$9.24 - $13.94 $4.62K - $6.97K
45.5K $427K
SOXX
Ishares Semiconductor ETF

ETFs
-160
- 1.95%
$211.27 - $239.8 $33.8K - $38.4K
8.04K $1.73M
MNDY
Monday.Com Ltd.

Technology
-193
- 7.39%
$224.69 - $324.31 $43.4K - $62.6K
2.42K $569K
BSX
Boston Scientific Corp

Healthcare
-2.47K
- 21.26%
$83.62 - $91.5 $207K - $226K
9.16K $818K
IWS
Ishares Russell Midcap Value E

ETFs
-1K
- 13.07%
$128.08 - $140.32 $128K - $141K
6.67K $862K
LKFN
Lakeland Financial Corp

Financial Services
-2.5K
- 39.03%
$61.39 - $75.85 $153K - $189K
3.9K $268K
CVX
Chevron Corp

Energy
-555
- 2.05%
$141.15 - $162.53 $78.3K - $90.2K
26.6K $3.85M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-332
- 6.08%
$82.28 - $117.52 $27.3K - $39K
5.13K $434K
STZ
Constellation Brands, Inc.

Consumer Defensive
-341
- 18.08%
$219.66 - $257.62 $74.9K - $87.8K
1.55K $341K
CMCSA
Comcast Corp

Communication Services
-1.42K
- 6.8%
$37.39 - $45.14 $53.1K - $64.1K
19.5K $730K
RNR
Renaissancere Holdings LTD

Financial Services
-160
- 3.71%
$241.97 - $287.47 $38.7K - $46K
4.16K $1.03M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-1.27K
- 10.3%
$52.07 - $58.13 $65.9K - $73.6K
11K $574K
F
Ford Motor CO

Consumer Cyclical
-8.12K
- 10.46%
$9.69 - $11.4 $78.7K - $92.6K
69.5K $687K
IVE
Ishares S&P 500 Value ETF

ETFs
-226
- 1.61%
$189.5 - $206.17 $42.8K - $46.6K
13.8K $2.64M
UPS
United Parcel Service Inc

Industrials
-830
- 34.06%
$122.65 - $138.35 $102K - $115K
1.61K $202K
FIZZ
National Beverage Corp

Consumer Defensive
-1.26K
- 7.19%
$42.5 - $50.03 $53.6K - $63.1K
16.3K $695K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-3.45K
- 2.84%
$11.39 - $12.41 $39.3K - $42.8K
118K $1.38M
EWBC
East West Bancorp Inc

Financial Services
-1.79K
- 52.59%
$80.04 - $111.23 $143K - $199K
1.61K $154K
WDC
Western Digital Corp

Technology
-1.07K
- 15.38%
$59.62 - $73.43 $64K - $78.9K
5.91K $352K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
-9.47K
- 48.4%
$12.32 - $13.02 $117K - $123K
10.1K $124K
DUK
Duke Energy Corp

Utilities
-632
- 8.66%
$105.76 - $120.76 $66.8K - $76.3K
6.67K $718K
AESR
Two Rds Shared Tranfield Us Eq

ETFs
-7.6K
- 26.18%
$16.85 - $18.09 $128K - $137K
21.4K $370K
PRCT
Procept Bio Robotics Corp

Healthcare
-1.54K
- 42.72%
$67.27 - $99.45 $103K - $153K
2.06K $166K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-2.94K
- 43.42%
$44.28 - $51.47 $130K - $151K
3.83K $181K
UL
Unilever PLC

Consumer Defensive
-471
- 4.13%
$56.7 - $64.64 $26.7K - $30.4K
10.9K $619K
FANG
Diamondback Energy, Inc.

Energy
-638
- 33.33%
$153.06 - $199.5 $97.7K - $127K
1.28K $209K
CAT
Caterpillar Inc

Industrials
-111
- 3.98%
$360.37 - $416.88 $40K - $46.3K
2.68K $972K
GTY
Getty Realty Corp

Real Estate
-2.2K
- 7.8%
$29.81 - $33.31 $65.6K - $73.3K
26K $783K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-1.3K
- 7.9%
$11.35 - $18.82 $14.8K - $24.5K
15.2K $191K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-242
- 23.07%
$424.05 - $524.22 $103K - $127K
807 $375K
URTH
Ishares Msci World ETF

ETFs
-650
- 8.39%
$153.73 - $162.67 $99.9K - $106K
7.1K $1.1M
XLI
Industrial Sector Spdr

ETFs
-422
- 2.94%
$131.76 - $143.99 $55.6K - $60.8K
13.9K $1.84M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.15K
- 31.16%
$100.18 - $109.1 $116K - $126K
2.55K $267K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-227
- 0.95%
$40.06 - $45.21 $9.09K - $10.3K
23.7K $964K
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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