Nelson, Van Denburg & Campbell Wealth Management Group, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

In the world of wealth management, staying updated on the latest trends and changes in investment holdings is crucial. Investors and fund managers alike have to monitor their portfolios constantly to optimize their returns and minimize risk. One way this can be done is by analyzing 13F filings, which disclose the holdings of institutional investment managers.

One such wealth management group, Nelson, Van Denburg & Campbell, recently released their Q1 2023 and Q2 2023 13F Holdings Comparison report. In this blog post, we will explore the changes in their holdings and discuss the implications of these changes.

1. ISHARES CORE DIVIDEND GROWTH ETF (DGRO)

- Q1 2023 (SHARES): 1,335,898

- Q2 2023 (SHARES): 1,396,257

- Q1 2023 VALUE ($000): 66,781

- Q2 2023 VALUE ($000): 71,949

- Chg %: 7.7

The holdings of the iShares Core Dividend Growth ETF saw a modest increase of 7.7% from Q1 2023 to Q2 2023. This ETF focuses on companies that have a consistent history of growing their dividends.

2. VANGUARD GROWTH ETF (VUG)

- Q1 2023 (SHARES): 237,019

- Q2 2023 (SHARES): 237,031

- Q1 2023 VALUE ($000): 59,097

- Q2 2023 VALUE ($000): 67,042

- Chg %: 13.4

The Vanguard Growth ETF maintained relatively stable holdings with a slight increase of 13.4% in value. This ETF aims to track the performance of growth-oriented companies in the stock market.

3. VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF (VOE)

- Q1 2023 (SHARES): 375,143

- Q2 2023 (SHARES): 399,115

- Q1 2023 VALUE ($000): 50,282

- Q2 2023 VALUE ($000): 55,215

- Chg %: 9.8

The Vanguard Mid-Cap Value Index ETF experienced a significant increase in holdings, with a growth rate of 9.8%.

4. VANGUARD MID CAP GROWTH ETF (VOT)

- Q1 2023 (SHARES): 222,252

- Q2 2023 (SHARES): 232,323

- Q1 2023 VALUE ($000): 43,295

- Q2 2023 VALUE ($000): 47,784

- Chg %: 10.4

The Vanguard Mid Cap Growth ETF also witnessed an increase in holdings, with a growth rate of 10.4%. This ETF focuses on US mid-cap growth stocks.

5. ISHARES S&P 500 INDEX (IVV)

- Q1 2023 (SHARES): 94,774

- Q2 2023 (SHARES): 97,104

- Q1 2023 VALUE ($000): 38,959

- Q2 2023 VALUE ($000): 43,280

- Chg %: 11.1

The iShares S&P 500 Index, which tracks the performance of the S&P 500 index, saw a modest increase in holdings with a growth rate of 11.1%.

6. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)

- Q1 2023 (SHARES): 123,733

- Q2 2023 (SHARES): 123,467

- Q1 2023 VALUE ($000): 38,205

- Q2 2023 VALUE ($000): 42,102

- Chg %: 10.2

The holdings of Berkshire Hathaway, led by legendary investor Warren Buffett, remained relatively stable with a slight decrease of 10.2%.

These are just a few examples of the changes in holdings by Nelson, Van Denburg & Campbell Wealth Management Group, LLC. The complete report reveals a comprehensive analysis of their investment portfolio and provides valuable insights into their investment strategy.

Investors and market enthusiasts can use this information to gain a better understanding of the changing trends in the wealth management industry. Monitoring 13F filings can help investors make informed decisions about their own portfolios and stay ahead of market trends.

Disclaimer: The information in this blog post is for informational purposes only. It is not intended as investment advice or a recommendation to buy or sell any securities. Investors should conduct their own research and seek professional advice before making investment decisions.