Filer Name: NELSON CAPITAL MANAGEMENT, LLC
CIK: 1512611
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 108
Portfolio Value: $0.60B

Nelson Capital Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 1,008,041 $135M 22.38% 0.0% -
MSFT US MICROSOFT CORP 72,611 $31M 5.06% -2.8% -
AAPL US APPLE INC 99,935 $25M 4.14% 1.8% -
IGSB US ISHARES 1-5Y INV GRADE CORP 458,883 $24M 3.92% 7.1% -
SPTS US SPDR PORT SHRT TRM TRSRY 781,395 $23M 3.75% -1.8% -
VEA US VANGUARD FTSE DEVELOPED ETF 470,097 $22M 3.72% 1.0% -
VB US VANGUARD SMALL-CAP ETF 81,604 $20M 3.24% -3.5% -
XLI US INDUSTRIAL SELECT SECT SPDR 126,740 $17M 2.76% -0.4% -
GOOG US ALPHABET INC-CL C 84,097 $16M 2.65% -2.9% -
XLK US TECHNOLOGY SELECT SECT SPDR 59,792 $14M 2.30% 3.4% -
AMZN US AMAZON.COM INC 60,890 $13M 2.21% -2.6% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 201,364 $11M 1.85% 1.2% -
JPM US JPMORGAN CHASE & CO 41,985 $10M 1.66% -4.5% -
V US VISA INC-CLASS A SHARES 29,753 $9M 1.55% -1.9% -
VPU US VANGUARD UTILITIES ETF 56,983 $9M 1.54% -0.3% -
SPY US SPDR S&P 500 ETF TRUST 15,607 $9M 1.51% 260.0% -
COST US COSTCO WHOLESALE CORP 9,887 $9M 1.50% -5.0% -
PG US PROCTER & GAMBLE CO/THE 49,287 $8M 1.37% -3.8% -
CSCO US CISCO SYSTEMS INC 127,239 $8M 1.25% 0.4% -
IVV US ISHARES CORE S&P 500 ETF 12,710 $7M 1.24% 0.9% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us