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

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.