Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio Holdings
Q3 2025•709 long positions•$3.1B portfolio value
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Holding739 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $211.3M 6.81% | -$3.1M Sold | — 440.7K shares | 447.1K → 440.7K −$3.1M | -1.44% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $120.6M 3.89% | -$771.2K Sold | — 1.8M shares | 1.8M → 1.8M −$771.2K | -0.64% | — — | Q2 2019 Held for 6y 5m | |
Unknown Unknown | $100.9M 3.25% | -$3.7M Sold | — 343.6K shares | 356.3K → 343.6K −$3.7M | -3.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $93.8M 3.02% | -$652.6K Sold | — 537.6K shares | 541.3K → 537.6K −$652.6K | -0.69% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $78.2M 2.52% | -$1.4M Sold | — 833.7K shares | 849.1K → 833.7K −$1.4M | -1.81% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $75.4M 2.43% | -$4.6M Sold | — 112.6K shares | 119.5K → 112.6K −$4.6M | -5.76% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $73.6M 2.37% | +$395.7K Bought | — 1.1M shares | 1.1M → 1.1M +$395.7K | +0.54% | — — | Q3 2022 Held for 3y 2m | |
Insurance - Diversified Financial Services | $56.2M 1.81% | -$5.3M Sold | 0.005% 111.8K shares | 122.4K → 111.8K −$5.3M | -8.63% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $52.6M 1.69% | +$1.7K Bought | — 635.3K shares | 635.2K → 635.3K +$1.7K | +0.0% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $49.3M 1.59% | +$544.7K Bought | — 2.6M shares | 2.6M → 2.6M +$544.7K | +1.12% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $48.5M 1.56% | +$708.1K Bought | — 2.5M shares | 2.4M → 2.5M +$708.1K | +1.48% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $48.5M 1.56% | +$376.1K Bought | 0.001% 190.4K shares | 188.9K → 190.4K +$376.1K | +0.78% | $3.78T Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $48.3M 1.56% | +$128.4K Bought | 0.001% 258.9K shares | 258.2K → 258.9K +$128.4K | +0.27% | $4.54T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $45.2M 1.46% | +$2.2M Bought | — 73.8K shares | 70.2K → 73.8K +$2.2M | +5.15% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $44.1M 1.42% | +$1.4M Bought | — 2.6M shares | 2.6M → 2.6M +$1.4M | +3.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $39.6M 1.28% | -$755.7K Sold | — 133.3K shares | 135.9K → 133.3K −$755.7K | -1.87% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $38.0M 1.22% | -$58.0K Sold | — 203.7K shares | 204.0K → 203.7K −$58.0K | -0.15% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $37.6M 1.21% | +$2.7M Bought | — 147.8K shares | 137.2K → 147.8K +$2.7M | +7.75% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $36.5M 1.18% | +$2.3M Bought | — 660.5K shares | 619.4K → 660.5K +$2.3M | +6.64% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $36.2M 1.17% | +$980.7K Bought | — 606.7K shares | 590.3K → 606.7K +$980.7K | +2.78% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $35.0M 1.13% | +$1.5M Bought | — 470.5K shares | 450.2K → 470.5K +$1.5M | +4.51% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $31.8M 1.02% | -$340.9K Sold | — 515.6K shares | 521.1K → 515.6K −$340.9K | -1.06% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $31.5M 1.01% | +$1.1M Bought | — 402.9K shares | 389.4K → 402.9K +$1.1M | +3.47% | — — | Q3 2014 Held for 11y 2m | |
ETF ETF | $30.1M 0.971% | -$2.5M Sold | — 302.8K shares | 328.5K → 302.8K −$2.5M | -7.8% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $29.4M 0.946% | +$1.3M Bought | — 44.1K shares | 42.1K → 44.1K +$1.3M | +4.73% | — — | Q1 2014 Held for 11y 8m | |
Software - Infrastructure Technology | $28.6M 0.922% | -$1.1M Sold | 0.001% 55.3K shares | 57.4K → 55.3K −$1.1M | -3.79% | $3.85T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $28.6M 0.92% | -$300.8K Sold | — 400.1K shares | 404.4K → 400.1K −$300.8K | -1.04% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $27.5M 0.885% | +$937.0K Bought | — 348.1K shares | 336.2K → 348.1K +$937.0K | +3.53% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $26.9M 0.868% | -$1.2M Sold | — 66.9K shares | 69.8K → 66.9K −$1.2M | -4.13% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $26.9M 0.867% | +$142.7K Bought | — 222.8K shares | 221.7K → 222.8K +$142.7K | +0.53% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $26.3M 0.846% | +$141.0K Bought | — 702.9K shares | 699.1K → 702.9K +$141.0K | +0.54% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $25.9M 0.834% | -$634.7K Sold | — 243.0K shares | 249.0K → 243.0K −$634.7K | -2.39% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $24.1M 0.775% | +$1.1M Bought | — 519.4K shares | 496.6K → 519.4K +$1.1M | +4.6% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $23.7M 0.764% | -$854.9K Sold | — 282.0K shares | 292.2K → 282.0K −$854.9K | -3.48% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $23.7M 0.762% | -$4.4M Sold | — 167.8K shares | 198.9K → 167.8K −$4.4M | -15.61% | — — | Q1 2014 Held for 11y 8m | |
ETF ETF | $22.7M 0.73% | +$1.1M Bought | — 840.6K shares | 801.6K → 840.6K +$1.1M | +4.87% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $22.3M 0.72% | +$3.7M Bought | — 162.3K shares | 135.5K → 162.3K +$3.7M | +19.75% | — — | Q4 2013 Held for 11y 11m | |
ETF ETF | $22.0M 0.708% | +$892.7K Bought | — 900.5K shares | 863.9K → 900.5K +$892.7K | +4.23% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $21.9M 0.706% | +$795.4K Bought | — 443.0K shares | 426.9K → 443.0K +$795.4K | +3.77% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $21.8M 0.703% | +$107.5K Bought | — 848.3K shares | 844.1K → 848.3K +$107.5K | +0.5% | — — | Q1 2016 Held for 9y 8m | |
ETF ETF | $19.5M 0.63% | +$162.6K Bought | — 93.7K shares | 92.9K → 93.7K +$162.6K | +0.84% | — — | Q4 2013 Held for 11y 11m | |
Specialty Retail Consumer Cyclical | $19.0M 0.614% | -$298.4K Sold | 0.001% 86.7K shares | 88.1K → 86.7K −$298.4K | -1.54% | $2.34T Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $18.0M 0.581% | +$328.8K Bought | — 332.8K shares | 326.7K → 332.8K +$328.8K | +1.86% | — — | Q4 2013 Held for 11y 11m | |
Internet Content & Information Communication Services | $15.3M 0.493% | -$155.7K Sold | 0.001% 20.8K shares | 21.0K → 20.8K −$155.7K | -1.01% | $1.84T Mega Cap | Q1 2014 Held for 11y 8m | |
Software - Infrastructure Technology | $14.9M 0.48% | -$198.0K Sold | 0.002% 52.9K shares | 53.6K → 52.9K −$198.0K | -1.31% | $801.76B Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $14.2M 0.458% | +$1.5M Bought | — 248.6K shares | 222.7K → 248.6K +$1.5M | +11.65% | — — | Q1 2018 Held for 7y 8m | |
Internet Content & Information Communication Services | $14.2M 0.458% | +$209.6K Bought | 0.0% 58.5K shares | 57.6K → 58.5K +$209.6K | +1.5% | $2.95T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $14.1M 0.456% | -$94.2K Sold | — 57.2K shares | 57.6K → 57.2K −$94.2K | -0.66% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $14.0M 0.452% | +$1.5M Bought | — 139.3K shares | 124.9K → 139.3K +$1.5M | +11.57% | — — | Q4 2015 Held for 9y 11m | |
ETF ETF | $14.0M 0.45% | +$1.9M Bought | — 49.5K shares | 42.6K → 49.5K +$1.9M | +16.12% | — — | Q1 2014 Held for 11y 8m |
