Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Q2 2023 13F Holdings
- Locationomaha, NE
- Num holdings
1,575
- Value ($000)
$1,537,230
- Date Filed 07/19/2023
- Form type13F-HR
- CIK 0001599868
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 | $71.95M | 5 % | 1,396,257 | ||
V VANGUARD GROWTH ETF | ETF | 922908736 | $67.04M | 4 % | 237,031 | ||
V VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF | ETF | 922908512 | $55.22M | 4 % | 399,115 | ||
V VANGUARD MID CAP GROWTH ETF | ETF | 922908538 | $47.78M | 3 % | 232,323 | ||
I ISHARES S&P 500 INDEX | ETF | 464287200 | $43.28M | 3 % | 97,104 | ||
B BERKSHIRE HATHAWAY INC DEL CL B NEW | STOCK | 084670702 | $42.10M | 3 % | 123,467 | ||
V VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $40.17M | 3 % | 871,683 | ||
S SCHWAB US LARGE CAP GROWTH ETF | ETF | 808524300 | $35.21M | 2 % | 469,842 | ||
A APPLE INC | STOCK | 037833100 | $33.08M | 2 % | 170,640 | ||
J JPMORGAN ACTIVE VALUE ETF | ETF | 46641Q167 | $31.97M | 2 % | 601,507 |
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