Nelson, Van Denburg & Campbell Wealth Management Group, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.53 Billion distributed in 736 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $165M, Ishares Core Dividend Growth E with a value of $109M, Vanguard Mid Cap Growth Index with a value of $88M, Vanguard Mid Cap Value Index F with a value of $86.4M, and Ishares Core S&P 500 ETF with a value of $67.1M.
Examining the 13F form we can see an decrease of $103M in the current position value, from $2.63B to 2.53B.
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
$2.53 Billion
ETFs: $1.9 Billion
Financial Services: $145 Million
Technology: $145 Million
Industrials: $60.9 Million
Healthcare: $56.5 Million
Consumer Cyclical: $45.4 Million
Energy: $42 Million
Communication Services: $38.7 Million
Other: $50.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
