HoldingsChannel.com
| Entity | Amount | Change
12/31/2022 to 03/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES CORE DIVIDEND GROWTH ETF (DGRO) |
1,335,898 | +31,451 | $66,782 |
| DGRO | 1,335,898 | +31,451 | $66,782 |
| VANGUARD GROWTH ETF (VUG) |
237,019 | +11,381 | $59,097 |
| VUG | 237,019 | +11,381 | $59,097 |
| VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) |
375,143 | +9,145 | $50,282 |
| VOE | 375,143 | +9,145 | $50,282 |
| VANGUARD MID CAP GROWTH ETF (VOT) |
222,252 | +4,954 | $43,295 |
| VOT | 222,252 | +4,954 | $43,295 |
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
899,246 | +108,064 | $40,539 |
| VEA | 899,246 | +108,064 | $40,539 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$39,602 | ||
| BRK.B | 123,733 | -198 | $38,205 |
| BRK.A | 3 | UNCH | $1,397 |
| ISHARES S&P 500 INDEX (IVV) |
94,774 | +4,437 | $38,960 |
| IVV | 94,774 | +4,437 | $38,960 |
| JPMORGAN ACTIVE VALUE ETF (JAVA) |
718,232 | -56,163 | $36,975 |
| JAVA | 718,232 | -56,163 | $36,975 |
| APPLE INC |
171,437 | +16,836 | $28,254 |
| AAPL | 171,437 | +16,836 | $28,254 |
| SCHWAB US LARGE CAP GROWTH ETF (SCHG) |
424,068 | -48,650 | $27,637 |
| SCHG | 424,068 | -48,650 | $27,637 |
| VANGUARD S&P 500 ETF (VOO) |
55,709 | +2,273 | $20,950 |
| VOO | 55,709 | +2,273 | $20,950 |
| ISHARES S&P SMALLCAP 600 ETF (IJR) |
215,092 | +37,435 | $20,799 |
| IJR | 215,092 | +37,435 | $20,799 |
| SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF (SLYV) |
241,520 | +10,574 | $18,392 |
| SLYV | 241,520 | +10,574 | $18,392 |
| SPDR PORTFOLIO S&P 500 VALUE ETF (SPYV) |
436,828 | +12,349 | $17,788 |
| SPYV | 436,828 | +12,349 | $17,788 |
| VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF (MGK) |
86,724 | -3,274 | $17,736 |
| MGK | 86,724 | -3,274 | $17,736 |
| SCHWAB U.S. BROAD MARKET ETF (SCHB) |
339,272 | +3,115 | $16,234 |
| SCHB | 339,272 | +3,115 | $16,234 |
| VANGUARD SMALL CAP GROWTH ETF (VBK) |
74,176 | +2,003 | $16,031 |
| VBK | 74,176 | +2,003 | $16,031 |
| VANGUARD SMALL CAP VALUE ETF (VBR) |
94,751 | -1,695 | $15,043 |
| VBR | 94,751 | -1,695 | $15,043 |
| SCHWAB SHORT TERM US TREASURY ETF (SCHO) |
298,482 | +11,556 | $14,563 |
| SCHO | 298,482 | +11,556 | $14,563 |
| SCHWAB US TIPS ETF (SCHP) |
263,129 | +12,233 | $14,106 |
| SCHP | 263,129 | +12,233 | $14,106 |
| VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
346,574 | +2,181 | $14,002 |
| VWO | 346,574 | +2,181 | $14,002 |
| ISHARES AMT FREE MUNI BOND ETF (MUB) |
124,771 | +4,444 | $13,432 |
| MUB | 124,771 | +4,444 | $13,432 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) |
266,330 | +13,933 | $13,029 |
| BNDX | 266,330 | +13,933 | $13,029 |
| MICROSOFT |
44,363 | +2,963 | $12,790 |
| MSFT | 44,363 | +2,963 | $12,790 |
| INVESCO BULLETSHARES 2023 CORPORATE BOND ETF (BSCN) |
605,521 | +605,521 | $12,764 |
| BSCN | 605,521 | +605,521 | $12,764 |
| ISHARES RUSSELL MIDCAP GROWTH ETF (IWP) |
140,283 | +3,715 | $12,764 |
| IWP | 140,283 | +3,715 | $12,764 |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF (BSCP) |
617,246 | +616,346 | $12,518 |
| BSCP | 617,246 | +616,346 | $12,518 |
| ISHARES S&P 500 GROWTH ETF (IVW) |
193,135 | +2,161 | $12,339 |
| IVW | 193,135 | +2,161 | $12,339 |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) |
628,661 | +628,661 | $12,136 |
| BSCR | 628,661 | +628,661 | $12,136 |
| ISHARES CORE S&P MID CAP ETF (IJH) |
47,380 | +4,337 | $11,853 |
| IJH | 47,380 | +4,337 | $11,853 |
| VANGUARD VALUE ETF (VTV) |
77,499 | +3,412 | $10,703 |
| VTV | 77,499 | +3,412 | $10,703 |
| CAMBRIA SHAREHOLDER YIELD ETF (SYLD) |
167,560 | -2,121 | $9,836 |
| SYLD | 167,560 | -2,121 | $9,836 |
| REAL ESTATE SELECT SECTOR SPDR FUND (XLRE) |
246,497 | +14,692 | $9,214 |
| XLRE | 246,497 | +14,692 | $9,214 |
| VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF (MGV) |
88,785 | -4,022 | $8,969 |
| MGV | 88,785 | -4,022 | $8,969 |
| SPDR SER TR S&P 400 MID CAP VALUE ETF (MDYV) |
134,617 | +4,289 | $8,896 |
| MDYV | 134,617 | +4,289 | $8,896 |
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) |
120,135 | +4,438 | $8,782 |
| SCHD | 120,135 | +4,438 | $8,782 |
| POWERSHARES QQQ TR (QQQ) |
27,110 | -1,447 | $8,701 |
| QQQ | 27,110 | -1,447 | $8,701 |
| VANGUARD INTERMEDIATE TERM CORP BOND FD ETF (VCIT) |
107,817 | +7,643 | $8,649 |
| VCIT | 107,817 | +7,643 | $8,649 |
| ISHARES 1 3 YR TREASURY BOND ETF (SHY) |
103,951 | +93,968 | $8,541 |
| SHY | 103,951 | +93,968 | $8,541 |
| VANGUARD REIT INDEX ETF (VNQ) |
102,294 | -4,073 | $8,486 |
| VNQ | 102,294 | -4,073 | $8,486 |
| VANGUARD INTERMEDIATE TERM BOND (BIV) |
108,398 | -9,773 | $8,319 |
| BIV | 108,398 | -9,773 | $8,319 |
| UNION PAC CORP COM |
39,460 | +591 | $7,942 |
| UNP | 39,460 | +591 | $7,942 |
| ABBVIE INC COM |
45,670 | +9,914 | $7,279 |
| ABBV | 45,670 | +9,914 | $7,279 |
| VANGUARD HIGH DIVIDEND YIELD (VYM) |
68,360 | +4,328 | $7,212 |
| VYM | 68,360 | +4,328 | $7,212 |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF (HYLB) |
206,630 | +12,177 | $7,180 |
| HYLB | 206,630 | +12,177 | $7,180 |
| AMAZON.COM INC |
69,472 | +14,766 | $7,176 |
| AMZN | 69,472 | +14,766 | $7,176 |
| ALPHABET INC. |
66,355 | +8,136 | $6,883 |
| GOOGL | 66,355 | +8,136 | $6,883 |
| INVESCO BULLETSHARES 2024 CORPORATE BOND ETF (BSCO) |
333,739 | +30,097 | $6,872 |
| BSCO | 333,739 | +30,097 | $6,872 |
| INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF (BSJO) |
301,480 | +12,559 | $6,769 |
| BSJO | 301,480 | +12,559 | $6,769 |
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) |
48,098 | -5,322 | $6,682 |
| IWY | 48,098 | -5,322 | $6,682 |
See Full List: All Stocks Held By Nelson Van Denburg & Campbell Wealth Management Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Nelson Van Denburg & Campbell Wealth Management Group LLC
|
Size ($ in 1000's)
At 03/31/2023: $1,457,981 At 12/31/2022: $1,325,290 Nelson Van Denburg & Campbell Wealth Management Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nelson Van Denburg & Campbell Wealth Management Group LLC 13F filings. Link to 13F filings: SEC filings |
