Nelson, Van Denburg & Campbell Wealth Management Group, LLC
CIK Number: 0001599868
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 437.25 | +0.75% | 441.05K | +36.38% | 180.99M | 312.82 | 6.62% |
| 2 | DGRO | iShares Core Di... | 64.91 | +0.24% | 1.74M | +2.85% | 106.59M | 47.2 | 3.90% |
| 3 | VOT | Vanguard Mid-Ca... | 283.81 | +0.29% | 358.69K | +17.76% | 90.99M | 194.49 | 3.33% |
| 4 | VOE | Vanguard Mid-Ca... | 166.95 | +0.26% | 530.14K | +6.69% | 85.75M | 118.54 | 3.14% |
| 5 | IVV | iShares Core S&... | 623.27 | +0.42% | 116.98K | +4.67% | 68.86M | 417.97 | 2.52% |
| 6 | JAVA | JPMorgan Active... | 66.49 | +0.29% | 960.09K | -0.63% | 60.77M | 50.8 | 2.22% |
| 7 | BRK-B | Berkshire Hatha... | 479.65 | -2.03% | 126.53K | +2.66% | 57.35M | 253.39 | 2.10% |
| 8 | JGRO | Jpmorgan Active... | 85.53 | +0.61% | 626.82K | -3.82% | 50.79M | 69.48 | 1.86% |
| 9 | AAPL | Apple Inc. | 212.55 | +2.28% | 196.44K | +15.77% | 49.17M | 114.25 | 1.80% |
| 10 | IMCG | iShares Morning... | 80.52 | +0.41% | 557.97K | +1.84% | 42.14M | 67.73 | 1.54% |
| 11 | BSCT | Invesco BulletS... | 18.68 | -0.03% | 2.21M | +12.11% | 40.49M | 18.43 | 1.48% |
| 12 | BSCR | Invesco BulletS... | 19.66 | -0.03% | 2.07M | +12.19% | 40.34M | 19.36 | 1.48% |
| 13 | BND | Vanguard Total ... | 73.24 | -0.13% | 529.94K | +848.28% | 38.11M | 72.36 | 1.39% |
| 14 | VOO | Vanguard 500 In... | 570.22 | +0.43% | 67.57K | +4.26% | 36.41M | 308.6 | 1.33% |
| 15 | VBK | Vanguard Small ... | 278.64 | +0.77% | 129.72K | +28.10% | 36.3M | 244.73 | 1.33% |
| 16 | VTV | Vanguard Value ... | 178.60 | +0.02% | 203.97K | +56.42% | 34.53M | 150.74 | 1.26% |
| 17 | BSCV | Invesco BulletS... | 16.50 | -0.03% | 2M | +119.37K% | 32.08M | 16.05 | 1.17% |
| 18 | SPYV | SPDR Portfolio ... | 52.95 | +0.14% | 603.93K | +0.79% | 30.88M | 39.36 | 1.13% |
| 19 | NVDA | NVIDIA Corporat... | 157.33 | +2.63% | 229.02K | +20.62% | 30.76M | 45.64 | 1.13% |
| 20 | VB | Vanguard Small ... | 241.67 | +0.93% | 124.28K | +1.56% | 29.84M | 217.92 | 1.09% |
| 21 | BIV | Vanguard Interm... | 76.92 | -0.12% | 394.94K | +4.74% | 29.51M | 74.62 | 1.08% |
| 22 | XMVM | Invesco S&P Mid... | 57.12 | +0.74% | 521.33K | +4.72% | 28.89M | 52.75 | 1.06% |
| 23 | VEA | Vanguard Develo... | 57.15 | +0.32% | 578.98K | +5.20% | 27.6M | 41.92 | 1.01% |
| 24 | BSV | Vanguard Short-... | 78.34 | -0.01% | 327.12K | +9.76% | 25.28M | 76.96 | 0.92% |
| 25 | MGK | Vanguard Mega C... | 365.11 | +0.77% | 72.57K | -2.99% | 24.92M | 90.22 | 0.91% |
| 26 | MSFT | Microsoft Corpo... | 491.21 | -0.17% | 56.62K | -2.18% | 23.87M | 197.5 | 0.87% |
| 27 | VEU | Vanguard FTSE A... | 67.44 | +0.33% | 413.39K | +2.33% | 23.73M | 58.76 | 0.87% |
| 28 | SCHB | Schwab U.S. Bro... | 23.95 | +0.52% | 1.03M | +195.19% | 23.27M | 17.34 | 0.85% |
| 29 | IVW | iShares S&P 500... | 109.78 | +0.74% | 220.67K | +8.21% | 22.4M | 69.61 | 0.82% |
| 30 | SPY | SPDR S&P 500 ET... | 620.32 | +0.43% | 36.85K | +2.21% | 21.6M | 501.74 | 0.79% |
| 31 | SPSM | SPDR Portfolio ... | 43.82 | +1.29% | 475.29K | +1.69% | 21.35M | 41.8 | 0.78% |
| 32 | MUB | iShares Nationa... | 104.36 | +0.07% | 190.73K | +4.37% | 20.31M | 110.32 | 0.74% |
| 33 | BNDX | Vanguard Total ... | 49.28 | -0.34% | 407.31K | +4.02% | 19.98M | 52.79 | 0.73% |
| 34 | SCHP | Schwab U.S. TIP... | 26.55 | -0.08% | 768.17K | +109.68% | 19.84M | 27.85 | 0.73% |
| 35 | SCHO | Schwab Short-Te... | 24.27 | -0.02% | 821.65K | +109.62% | 19.77M | 24.95 | 0.72% |
| 36 | VBR | Vanguard Small ... | 200.68 | +1.06% | 96.34K | +30.49% | 19.09M | 152.74 | 0.70% |
| 37 | SMIZ | Zacks Trust | 34.22 | +0.90% | 560.74K | +36.32% | 18.61M | 31.69 | 0.68% |
| 38 | AMZN | Amazon.com, Inc... | 220.03 | -0.19% | 84.12K | -0.77% | 18.46M | 102.73 | 0.68% |
| 39 | SLYV | SPDR S&P 600 Sm... | 82.95 | +1.41% | 206.35K | -44.02% | 18M | 67.77 | 0.66% |
| 40 | AVUV | Avantis U.S. Sm... | 94.59 | +1.73% | 183.81K | +140.21K% | 17.74M | 96.53 | 0.65% |
| 41 | MDYV | SPDR S&P 400 Mi... | 81.84 | +1.18% | 200.98K | -0.44% | 16.12M | 67.67 | 0.59% |
| 42 | MGV | Vanguard Mega C... | 132.49 | -0.03% | 125.52K | -0.2% | 15.68M | 82.07 | 0.57% |
| 43 | VCIT | Vanguard Interm... | 82.58 | -0.01% | 189.18K | +3.97% | 15.19M | 85.25 | 0.56% |
| 44 | VWO | Vanguard Emergi... | 49.80 | +0.27% | 317.96K | +35.15% | 14M | 40.32 | 0.51% |
| 45 | META | Meta Platforms,... | 713.59 | -0.78% | 22.29K | -5.58% | 13.05M | 175.24 | 0.48% |
| 46 | VYM | Vanguard High D... | 134.96 | +0.29% | 95.45K | +40.40% | 12.18M | 95.71 | 0.45% |
| 47 | GOOGL | Alphabet Inc. | 178.57 | +1.56% | 63.11K | -3.86% | 11.95M | 92.8 | 0.44% |
| 48 | SCHD | Schwab U.S. Div... | 27.30 | +0.92% | 433.7K | +248.07% | 11.85M | 24.78 | 0.43% |
| 49 | QQQM | Invesco NASDAQ ... | 226.75 | +0.73% | 55.93K | +25.68K% | 11.77M | 210.38 | 0.43% |
| 50 | VTI | Vanguard Total ... | 305.50 | +0.51% | 39.79K | +84.00% | 11.53M | 224.81 | 0.42% |
| 51 | IGSB | iShares 1-5 Yea... | 52.53 | +0.05% | 218.78K | -1.07% | 11.31M | 50.76 | 0.41% |
| 52 | BA | The Boeing Comp... | 211.91 | +1.01% | 62.59K | -1.34% | 11.08M | 186.43 | 0.41% |
| 53 | SPMD | SPDR Portfolio ... | 55.58 | +0.98% | 200.7K | +6.80% | 10.98M | 49.51 | 0.40% |
| 54 | HYLB | Xtrackers USD H... | 36.77 | +0.12% | 292.57K | +9.01% | 10.56M | 36.34 | 0.39% |
| 55 | FLOT | iShares Floatin... | 50.84 | +0.03% | 205.64K | +21.81% | 10.46M | 50.85 | 0.38% |
| 56 | JPM | JPMorgan Chase ... | 291.76 | +0.46% | 42.91K | -11.55% | 10.29M | 121.46 | 0.38% |
| 57 | VO | Vanguard Mid Ca... | 282.18 | +0.27% | 40.51K | +7.86% | 10.17M | 210.57 | 0.37% |
| 58 | HEGD | Swan Hedged Equ... | 23.55 | +0.21% | 445.44K | +9.24% | 9.98M | 21.32 | 0.37% |
| 59 | QQQ | Invesco QQQ Tru... | 550.86 | +0.71% | 19.48K | +30.34% | 9.96M | 330.14 | 0.36% |
| 60 | VNQ | Vanguard Real E... | 89.91 | +0.22% | 109.94K | +67.94% | 9.78M | 86.27 | 0.36% |
| 61 | ORCL | Oracle Corporat... | 230.30 | +5.18% | 57.79K | -10.56% | 9.63M | 59.58 | 0.35% |
| 62 | ABBV | AbbVie Inc. | 190.66 | +0.35% | 52.82K | -6.61% | 9.39M | 125.28 | 0.34% |
| 63 | UNP | Union Pacific C... | 236.90 | +0.56% | 40.84K | -2.98% | 9.31M | 160.54 | 0.34% |
| 64 | SCHM | Schwab U.S. Mid... | 28.55 | +0.94% | 334.86K | +203.29% | 9.28M | 24.2 | 0.34% |
| 65 | IJR | iShares Core S&... | 112.47 | +1.36% | 75.01K | +3.71% | 8.64M | 90.6 | 0.32% |
| 66 | EFG | iShares MSCI EA... | 111.59 | +0.24% | 87.98K | +9.1K% | 8.52M | 96.82 | 0.31% |
| 67 | GOOG | Alphabet Inc. | 179.75 | +1.61% | 43.99K | +76.38% | 8.38M | 139.63 | 0.31% |
| 68 | VWOB | Vanguard Emergi... | 65.17 | -0.01% | 129.92K | +4.43% | 8.2M | 70.52 | 0.30% |
| 69 | TSLA | Tesla, Inc. | 315.08 | +4.78% | 19.92K | -16.93% | 8.04M | 191.68 | 0.29% |
| 70 | BSJQ | Invesco BulletS... | 23.32 | +0.02% | 325.31K | +3.63% | 7.57M | 23.45 | 0.28% |
| 71 | XOM | Exxon Mobil Cor... | 110.92 | +1.54% | 69.47K | -22.28% | 7.47M | 95.31 | 0.27% |
| 72 | SPEM | SPDR Portfolio ... | 43.01 | +0.37% | 185.96K | -0.51% | 7.14M | 38.38 | 0.26% |
| 73 | VXUS | Vanguard Total ... | 69.33 | +0.31% | 119.95K | -2.61% | 7.07M | 61.8 | 0.26% |
| 74 | SPYG | SPDR Portfolio ... | 95.03 | +0.75% | 79.81K | -12.28% | 7.02M | 60.15 | 0.26% |
| 75 | HD | The Home Depot,... | 372.00 | -0.31% | 16.95K | -6.93% | 6.59M | 241.98 | 0.24% |
| 76 | DIS | The Walt Disney... | 122.94 | -0.45% | 57.65K | +9.56% | 6.41M | 113.37 | 0.23% |
| 77 | ITOT | iShares Core S&... | 135.74 | +0.55% | 49.04K | +94.91% | 6.31M | 117.07 | 0.23% |
| 78 | IJH | iShares Core S&... | 63.41 | +0.98% | 99.77K | -9.06% | 6.22M | 37.87 | 0.23% |
| 79 | VV | Vanguard Large ... | 286.11 | +0.37% | 22.86K | -1.41% | 6.17M | 124.85 | 0.23% |
| 80 | SCHH | Schwab U.S. REI... | 21.34 | +0.33% | 291.42K | +3.27% | 6.14M | 20.57 | 0.22% |
| 81 | SCHZ | Schwab U.S. Agg... | 23.11 | -0.15% | 269.55K | +104.78% | 6.12M | 23.78 | 0.22% |
| 82 | CRM | Salesforce, Inc... | 268.97 | -1.08% | 17.7K | -9.35% | 5.92M | 188.52 | 0.22% |
| 83 | GLDM | SPDR Gold MiniS... | 66.47 | +0.57% | 112.59K | -0.12% | 5.85M | 39.11 | 0.21% |
| 84 | AVGO | Broadcom Inc. | 270.04 | +2.00% | 25.16K | -3.67% | 5.83M | 62.65 | 0.21% |
| 85 | COST | Costco Wholesal... | 982.26 | -0.38% | 6.25K | -10.02% | 5.73M | 431.89 | 0.21% |
| 86 | IWB | iShares Russell... | 340.95 | +0.47% | 17.82K | -1.8% | 5.71M | 268.56 | 0.21% |
| 87 | MA | Mastercard Inco... | 561.23 | -0.6% | 10.65K | -11.45% | 5.61M | 205.3 | 0.21% |
| 88 | GS | The Goldman Sac... | 715.61 | +1.30% | 9.73K | -17.95% | 5.57M | 243.81 | 0.20% |
| 89 | SPDW | SPDR Portfolio ... | 40.57 | +0.32% | 162.49K | -5.13% | 5.55M | 33.83 | 0.20% |
| 90 | FI | Fiserv, Inc. | 172.41 | -0.15% | 26.48K | -11.12% | 5.44M | 69.77 | 0.20% |
| 91 | VSS | Vanguard FTSE A... | 134.78 | +0.39% | 47.34K | +2.15K% | 5.42M | 114.61 | 0.20% |
| 92 | ABT | Abbott Laborato... | 134.07 | -1.61% | 47.09K | +10.29% | 5.33M | 110.04 | 0.19% |
| 93 | BSCP | Invesco BulletS... | 20.70 | +0.02% | 251.55K | -85.55% | 5.19M | 20.39 | 0.19% |
| 94 | JNJ | Johnson & Johns... | 155.40 | -0.33% | 35.11K | -10.23% | 5.08M | 141.33 | 0.19% |
| 95 | UNH | UnitedHealth Gr... | 307.66 | -5.67% | 9.91K | -12.22% | 5.01M | 269.28 | 0.18% |
| 96 | PG | The Procter & G... | 161.00 | -0.14% | 30.45K | -2.36% | 5.01M | 138.58 | 0.18% |
| 97 | IWF | iShares Russell... | 423.68 | +0.85% | 12.24K | +4.32% | 4.92M | 343.71 | 0.18% |
| 98 | ACN | Accenture plc | 301.75 | -0.29% | 13.44K | -0.83% | 4.73M | 295.27 | 0.17% |
| 99 | XLK | Technology Sele... | 253.72 | +1.10% | 20.08K | +2.02% | 4.67M | 205.09 | 0.17% |
| 100 | V | Visa Inc. | 353.95 | -0.43% | 14.74K | -6.34% | 4.66M | 189.94 | 0.17% |
| 101 | IWY | iShares Russell... | 245.90 | +0.81% | 19.6K | -6.13% | 4.61M | 120.37 | 0.17% |
| 102 | FTCS | First Trust Cap... | 91.80 | -0.2% | 50.75K | +1.04% | 4.46M | 75.69 | 0.16% |
| 103 | SPAB | SPDR Portfolio ... | 25.46 | -0.14% | 177.96K | +1.10% | 4.45M | 24.87 | 0.16% |
| 104 | DFAI | Dimensional Int... | 34.66 | +0.39% | 151.71K | +119.51% | 4.43M | 30.13 | 0.16% |
| 105 | MCD | McDonald's Corp... | 294.44 | -1.02% | 14.51K | -12.31% | 4.21M | 180.53 | 0.15% |
| 106 | CSCO | Cisco Systems, ... | 68.58 | -0.76% | 70.99K | +4.99% | 4.2M | 50.68 | 0.15% |
| 107 | AXP | American Expres... | 326.13 | +1.12% | 14.12K | -16.56% | 4.19M | 93.62 | 0.15% |
| 108 | KR | The Kroger Co. | 70.11 | -1.73% | 67.68K | -0.96% | 4.14M | 35.61 | 0.15% |
| 109 | JEPI | JPMorgan Equity... | 56.80 | +0.03% | 70.66K | +3.33% | 4.06M | 56.5 | 0.15% |
| 110 | LLY | Eli Lilly and C... | 778.50 | +0.34% | 5.25K | +8.56% | 4.06M | 346.03 | 0.15% |
| 111 | DFLV | Dimensional US ... | 31.52 | +0.14% | 132.41K | +84.92% | 3.98M | 30.26 | 0.15% |
| 112 | SHYG | iShares 0-5 Yea... | 42.91 | +0.14% | 92.75K | +8.95% | 3.95M | 42.12 | 0.14% |
| 113 | WFC | Wells Fargo & C... | 82.36 | +1.06% | 56.22K | -10.07% | 3.95M | 49.54 | 0.14% |
| 114 | C | Citigroup Inc. | 86.69 | +0.49% | 55.11K | +16.01% | 3.88M | 63.27 | 0.14% |
| 115 | NFLX | Netflix, Inc. | 1284.01 | -0.74% | 4.34K | -6.06% | 3.87M | 332.83 | 0.14% |
| 116 | CVX | Chevron Corpora... | 147.83 | +1.55% | 26.56K | -2.05% | 3.85M | 130.27 | 0.14% |
| 117 | BAC | Bank of America... | 48.67 | +1.09% | 85.85K | -34.62% | 3.77M | 32.21 | 0.14% |
| 118 | SPTS | SPDR Portfolio ... | 29.16 | -0.02% | 129.99K | +1.36% | 3.77M | 28.89 | 0.14% |
| 119 | BLK | BlackRock, Inc. | 1069.28 | +1.42% | 3.66K | -16.7% | 3.76M | 949.68 | 0.14% |
| 120 | OKE | ONEOK, Inc. | 81.97 | +1.22% | 37.29K | -0.97% | 3.74M | 44.32 | 0.14% |
| 121 | VNQI | Vanguard Global... | 46.46 | +0.17% | 94.39K | +9.11% | 3.73M | 46.54 | 0.14% |
| 122 | SIVR | abrdn Physical ... | 34.84 | +1.47% | 132.69K | +5.43% | 3.66M | 23.84 | 0.13% |
| 123 | SPSB | SPDR Portfolio ... | 30.07 | +0.05% | 120.24K | -1.08% | 3.59M | 29.59 | 0.13% |
| 124 | ADP | Automatic Data ... | 305.00 | -1.65% | 12.17K | -15.93% | 3.56M | 128.79 | 0.13% |
| 125 | IEFA | iShares Core MS... | 83.53 | +0.26% | 50.24K | -1.85% | 3.53M | 66.89 | 0.13% |
| 126 | WMT | Walmart Inc. | 97.50 | -0.75% | 37.98K | +1.10% | 3.43M | 49.29 | 0.13% |
| 127 | XMHQ | Invesco S&P Mid... | 99.97 | +0.62% | 34.83K | -78.27% | 3.43M | 96.71 | 0.13% |
| 128 | SCHG | Schwab U.S. Lar... | 29.11 | +0.67% | 122.73K | +212.00% | 3.42M | 14.38 | 0.13% |
| 129 | SYK | Stryker Corpora... | 391.69 | -1.27% | 9.48K | -14.72% | 3.41M | 136.6 | 0.12% |
| 130 | BRK-A | Berkshire Hatha... | 719176.00 | -1.91% | 5 | +25.00% | 3.4M | 570656.8 | 0.12% |
| 131 | IWP | iShares Russell... | 138.23 | +0.40% | 26.73K | +6.72% | 3.38M | 82.01 | 0.12% |
| 132 | DFIV | Dimensional Int... | 43.17 | +0.69% | 94.28K | +4.79% | 3.35M | 32.94 | 0.12% |
| 133 | IEMG | iShares Core MS... | 60.31 | +0.37% | 63.68K | +1.64% | 3.33M | 52.38 | 0.12% |
| 134 | SPTM | SPDR Portfolio ... | 75.30 | +0.49% | 46.52K | 0.00% | 3.32M | 40.23 | 0.12% |
| 135 | KMI | Kinder Morgan, ... | 28.48 | +0.53% | 120.31K | +4.04% | 3.3M | 18.34 | 0.12% |
| 136 | COP | ConocoPhillips | 94.17 | +2.36% | 33.23K | +8.19% | 3.3M | 89.46 | 0.12% |
| 137 | GLD | SPDR Gold Share... | 309.24 | +0.55% | 13.11K | +18.56% | 3.18M | 207.3 | 0.12% |
| 138 | DHR | Danaher Corpora... | 202.39 | +0.64% | 13.73K | -12.84% | 3.15M | 129.23 | 0.12% |
| 139 | IWD | iShares Russell... | 196.31 | +0.14% | 16.92K | +1.33% | 3.13M | 174.86 | 0.11% |
| 140 | HON | Honeywell Inter... | 239.15 | +0.16% | 13.5K | -16.88% | 3.05M | 159.21 | 0.11% |
| 141 | BSMR | Invesco BulletS... | 23.52 | -0.02% | 128.24K | +44.80% | 3.03M | 23.66 | 0.11% |
| 142 | BSMT | Invesco BulletS... | 22.75 | +0.07% | 129.29K | +67.39% | 2.97M | 23.14 | 0.11% |
| 143 | OXY | Occidental Petr... | 43.88 | +2.39% | 59.23K | -1.51% | 2.97M | 65.08 | 0.11% |
| 144 | SCHX | Schwab U.S. Lar... | 24.57 | +0.43% | 127.8K | +190.22% | 2.96M | 10.42 | 0.11% |
| 145 | SCHF | Schwab Internat... | 22.14 | +0.34% | 154.12K | +101.59% | 2.85M | 14.81 | 0.10% |
| 146 | MSTR | MicroStrategy I... | 402.25 | +7.76% | 9.69K | +9.62% | 2.81M | 173.19 | 0.10% |
| 147 | MU | Micron Technolo... | 121.67 | +0.65% | 32.9K | +6.96% | 2.77M | 91.22 | 0.10% |
| 148 | FBTC | Fidelity Wise O... | 95.81 | +4.19% | 33.17K | +0.53% | 2.71M | 55.72 | 0.10% |
| 149 | FCX | Freeport-McMoRa... | 45.80 | +3.98% | 69.4K | +3.76% | 2.64M | 46.95 | 0.10% |
| 150 | IVE | iShares S&P 500... | 197.57 | +0.14% | 13.82K | -1.61% | 2.64M | 95.52 | 0.10% |