Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.28 Million 0.09% of portfolio
22,036
Q4 2024 Reduced 4.48%
$0
$2.48 Million 0.09% of portfolio
118,554
Q4 2024 Added 929.74%
$0
$2.5 Million 0.09% of portfolio
44,294
Q4 2024 Added 50.78%
$191B
$2.39 Million 0.09% of portfolio
15,531
Q4 2024 Added 29.02%
$0
$2.31 Million 0.09% of portfolio
38,029
Q4 2024 Added 3.9%
$0
$2.45 Million 0.09% of portfolio
25,292
Q4 2024 Added 0.88%
$6.39B
$2.28 Million 0.09% of portfolio
10,754
Q4 2024 Added 2.56%
$0
$2.26 Million 0.09% of portfolio
89,279
Q4 2024 New
$0
$2.42 Million 0.09% of portfolio
32,015
Q4 2024 Reduced 8.65%
$0
$2.05 Million 0.08% of portfolio
25,009
Q4 2024 Reduced 2.12%
$67.9B
$1.99 Million 0.08% of portfolio
8,769
Q4 2024 Added 10.69%
$0
$2.07 Million 0.08% of portfolio
42,817
Q4 2024 Reduced 0.95%
$0
$1.97 Million 0.08% of portfolio
68,800
Q4 2024 Reduced 8.06%
$86.1B
$2 Million 0.08% of portfolio
13,390
Q4 2024 Reduced 22.21%
$0
$2.15 Million 0.08% of portfolio
82,119
Q4 2024 Added 2.59%
$68.9B
$2.23 Million 0.08% of portfolio
9,533
Q4 2024 Reduced 16.74%
$225B
$2.04 Million 0.08% of portfolio
3,925
Q4 2024 Reduced 0.78%
$0
$2.21 Million 0.08% of portfolio
20,361
Q4 2024 Reduced 0.71%
$0
$2.14 Million 0.08% of portfolio
17,141
Q4 2024 Reduced 0.95%
$139B
$2.02 Million 0.08% of portfolio
4,770
Q4 2024 Added 1.99%
$104B
$2.13 Million 0.08% of portfolio
24,928
Q4 2024 Added 5.6%
$147B
$2.04 Million 0.08% of portfolio
27,616
Q4 2024 Reduced 7.19%
$15.6B
$1.96 Million 0.07% of portfolio
29,000
Q2 2024 Reduced 0.91%
$0
$1.85 Million 0.07% of portfolio
69,555
Q4 2024 Reduced 11.02%
$135B
$1.96 Million 0.07% of portfolio
27,379
Q4 2024 Reduced 1.03%
$0
$1.76 Million 0.07% of portfolio
32,995
Q4 2024 Reduced 10.9%
$0
$1.83 Million 0.07% of portfolio
20,648
Q4 2024 Reduced 0.8%
$206B
$1.78 Million 0.07% of portfolio
10,671
Q4 2024 Added 3.07%
$0
$1.88 Million 0.07% of portfolio
8,389
Q4 2024 Reduced 1.75%
$0
$1.84 Million 0.07% of portfolio
13,933
Q4 2024 Reduced 2.94%
$0
$1.73 Million 0.07% of portfolio
8,039
Q4 2024 Reduced 1.95%
$0
$1.72 Million 0.07% of portfolio
9,292
Q4 2024 Added 1.23%
$200B
$1.8 Million 0.07% of portfolio
8,176
Q4 2024 Added 1.41%
$182B
$1.77 Million 0.07% of portfolio
20,597
Q4 2024 Added 13.88%
$9.24B
$1.95 Million 0.07% of portfolio
11,218
Q4 2024 Reduced 7.25%
$16.8B
$1.45 Million 0.06% of portfolio
3,060
Q4 2024 Reduced 7.24%
$0
$1.52 Million 0.06% of portfolio
13,704
Q4 2024 Added 13.12%
$14.7B
$1.7 Million 0.06% of portfolio
64,467
Q4 2024 Added 8.59%
$4.5B
$1.61 Million 0.06% of portfolio
111,770
Q4 2024 Reduced 2.47%
$164B
$1.68 Million 0.06% of portfolio
42,045
Q4 2024 Added 14.03%
$0
$1.52 Million 0.06% of portfolio
25,231
Q4 2024 Added 0.62%
$95.4B
$1.58 Million 0.06% of portfolio
53,360
Q4 2024 Added 83.32%
$3.82B
$1.69 Million 0.06% of portfolio
19,101
Q4 2024 Reduced 7.58%
$0
$1.58 Million 0.06% of portfolio
81,237
Q4 2024 Added 24.5%
$0
$1.62 Million 0.06% of portfolio
27,853
Q4 2024 Added 135.9%
$0
$1.67 Million 0.06% of portfolio
17,525
Q4 2024 Reduced 0.15%
$44.9B
$1.63 Million 0.06% of portfolio
28,690
Q4 2024 Added 0.16%
$0
$1.5 Million 0.06% of portfolio
17,282
Q4 2024 Added 7.02%
$0
$1.65 Million 0.06% of portfolio
8,939
Q4 2024 Reduced 0.81%

Summary

  • Portfolio
  • No. of Stocks 2,583
  • Current Value $2.63 Billion
  • Prior Value $2.42 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 268 stocks
  • Additional Purchases 883 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 716 stocks
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