Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NV Nelson, Van Denburg & Campbell Wealth Management Group, LLC | Institutional Filer | ▲ 9.87% | $3.53B | 825 |
Current Portfolio Holdings
Showing all 825 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | — | 435K | $189.9M | 5.39% |
| 2 | DGRO | ISHARES TR | — | 1.9M | $133.3M | 3.78% |
| 3 | VOE | VANGUARD INDEX FDS | — | 528K | $97.3M | 2.76% |
| 4 | VOT | VANGUARD INDEX FDS | — | 358K | $92.0M | 2.61% |
| 5 | JAVA | J P MORGAN EXCHANGE TRADED F | — | 978K | $70.2M | 1.99% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | — | 793K | $67.0M | 1.90% |
| 7 | IVV | ISHARES TR | — | 87K | $56.7M | 1.61% |
| 8 | BND | VANGUARD BD INDEX FDS | — | 730K | $53.8M | 1.53% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 109K | $52.3M | 1.48% |
| 10 | AAPL | Apple Inc. | Technology | 198K | $50.3M | 1.43% |
| 11 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 2.6M | $48.5M | 1.38% |
| 12 | VOO | VANGUARD INDEX FDS | — | 77K | $46.0M | 1.31% |
| 13 | NVDA | NVIDIA Corporation | Technology | 263K | $45.9M | 1.30% |
| 14 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 2.7M | $44.3M | 1.26% |
| 15 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 2.2M | $43.2M | 1.23% |
Showing 1 to 15 of 825 holdings