Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.63 Billion distributed in 2583 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $181M, Ishares Core Dividend Growth E with a value of $107M, Vanguard Mid Cap Growth Index with a value of $91M, Vanguard Mid Cap Value Index F with a value of $85.8M, and Ishares Core S&P 500 ETF with a value of $68.9M.
Examining the 13F form we can see an increase of $211M in the current position value, from $2.42B to 2.63B.
Also it can be appreciated an additional of 268 stocks purchases and 1 closed positions.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC is based out at Omaha, NE
Below you can find more details about Nelson, Van Denburg & Campbell Wealth Management Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.63 Billion
ETFs: $1.89 Billion
Technology: $182 Million
Financial Services: $155 Million
Industrials: $72.3 Million
Healthcare: $66.8 Million
Consumer Cyclical: $64.9 Million
Communication Services: $53.6 Million
Energy: $43.9 Million
Other: $66.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
