Nelson Capital Management, LLC Q1 2022 Filing

Filed May 2, 2022

Portfolio Value

$511.3M

Holdings

105

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (105 positions)

#StockSharesValue% PortfolioType
1
JPSTJ P MORGAN EXCHANGE-TRADED F
780,411$39.2M7.67%
2
MSFTMICROSOFT CORP
80,358$24.8M4.85%
3
AAPLAPPLE INC
127,143$22.2M4.34%
4
SPTSSPDR SER TR
692,208$20.5M4.01%
5
JSCPJ P MORGAN EXCHANGE-TRADED F
422,297$20.2M3.95%
6
VBVANGUARD INDEX FDS
92,077$19.6M3.83%
7
VWOVANGUARD INTL EQUITY INDEX F
372,780$17.2M3.36%
8
KOCOCA COLA CO
274,729$17.0M3.33%
9
VEAVANGUARD TAX-MANAGED INTL FD
353,891$17.0M3.32%
10
AMZNAMAZON COM INC
4,782$15.6M3.05%
11
GOOGALPHABET INC
5,575$15.6M3.05%
12
VUSBVANGUARD BD INDEX FDS
243,162$12.0M2.35%
13
SCHWSCHWAB CHARLES CORP
107,838$9.1M1.78%
14
QCOMQUALCOMM INC
55,284$8.4M1.65%
15
LINLINDE PLC
26,267$8.4M1.64%
16
FRCBFIRST REP BK SAN FRANCISCO C
51,469$8.3M1.63%
17
CSCOCISCO SYS INC
140,586$7.8M1.53%
18
COSTCOSTCO WHSL CORP NEW
13,555$7.8M1.53%
19
TMOTHERMO FISHER SCIENTIFIC INC
12,703$7.5M1.47%
20
TTTRANE TECHNOLOGIES PLC
47,907$7.3M1.43%
21
PGPROCTER AND GAMBLE CO
46,222$7.1M1.38%
22
CVXCHEVRON CORP NEW
42,972$7.0M1.37%
23
MDTMEDTRONIC PLC
61,251$6.8M1.33%
24
VVISA INC
30,073$6.7M1.30%
25
AEMAGNICO EAGLE MINES LTD
108,177$6.6M1.30%
26
JPMJPMORGAN CHASE & CO
47,971$6.5M1.28%
27
ZTSZOETIS INC
31,435$5.9M1.16%
28
BACVERIZON COMMUNICATIONS INC
115,036$5.9M1.15%
29
ROPROPER TECHNOLOGIES INC
12,219$5.8M1.13%
30
CRMSALESFORCE COM INC
25,573$5.4M1.06%
31
MASMASCO CORP
105,994$5.4M1.06%
32
GISGENERAL MLS INC
79,600$5.4M1.05%
33
XOMEXXON MOBIL CORP
64,236$5.3M1.04%
34
PGNYPROGYNY INC
100,469$5.2M1.01%
35
ADBEADOBE SYSTEMS INCORPORATED
10,758$4.9M0.96%
36
IRMIRON MTN INC NEW
86,636$4.8M0.94%
37
DOCUDOCUSIGN INC
43,002$4.6M0.90%
38
BKNGBOOKING HOLDINGS INC
1,848$4.3M0.85%
39
DEODIAGEO PLC
21,272$4.3M0.85%
40
ILMNILLUMINA INC
12,315$4.3M0.84%
41
SYKSTRYKER CORPORATION
16,002$4.3M0.84%
42
XLKSELECT SECTOR SPDR TR
26,048$4.1M0.81%
43
HDHOME DEPOT INC
13,191$3.9M0.77%
44
USBUS BANCORP DEL
73,142$3.9M0.76%
45
VPUVANGUARD WORLD FDS
23,313$3.8M0.74%
46
XYLXYLEM INC
43,704$3.7M0.73%
47
FQIDIGITAL RLTY TR INC
25,275$3.6M0.70%
48
NEMNEWMONT CORP
44,961$3.6M0.70%
49
DHID R HORTON INC
47,895$3.6M0.70%
50
TJXTJX COS INC NEW
57,743$3.5M0.68%
51
CMCSACOMCAST CORP NEW
71,648$3.4M0.66%
52
DISDISNEY WALT CO
22,482$3.1M0.60%
53
EQREQUITY RESIDENTIAL
32,108$2.9M0.56%
54
SHELSHELL PLC
49,571$2.7M0.53%
55
SPYSPDR S&P 500 ETF TR
5,941$2.7M0.52%
56
DYHTARGET CORP
11,678$2.5M0.48%
57
VCSHVANGUARD SCOTTSDALE FDS
29,176$2.3M0.45%
58
XLVSELECT SECTOR SPDR TR
14,759$2.0M0.40%
59
XLYSELECT SECTOR SPDR TR
10,439$1.9M0.38%
60
IVVISHARES TR
4,227$1.9M0.38%
61
JEPIJ P MORGAN EXCHANGE-TRADED F
29,412$1.8M0.35%
62
XLFSELECT SECTOR SPDR TR
43,266$1.7M0.32%
63
XLCSELECT SECTOR SPDR TR
24,036$1.7M0.32%
64
XLFISELECT SECTOR SPDR TR
21,220$1.6M0.31%
65
PFFDGLOBAL X FDS
64,705$1.5M0.30%
66
SCHOSCHWAB STRATEGIC TR
28,673$1.4M0.28%
67
XLISELECT SECTOR SPDR TR
13,374$1.4M0.27%
68
XLESELECT SECTOR SPDR TR
17,255$1.3M0.26%
69
IJRISHARES TR
11,146$1.2M0.24%
70
GQ9SPDR GOLD TR
6,603$1.2M0.23%
71
ORCLORACLE CORP
11,203$927K0.18%
72
SCHFSCHWAB STRATEGIC TR
24,847$912K0.18%
73
GOOGLALPHABET INC
325$904K0.18%
74
XLBSELECT SECTOR SPDR TR
9,971$879K0.17%
75
JNJJOHNSON & JOHNSON
4,769$845K0.17%
76
ABBVABBVIE INC
5,041$817K0.16%
77
TEAMATLASSIAN CORP PLC
2,606$766K0.15%
78
XLRESELECT SECTOR SPDR TR
15,512$750K0.15%
79
AMGNAMGEN INC
2,747$664K0.13%
80
CRBUCARIBOU BIOSCIENCES INC
64,858$595K0.12%
81
NUENUCOR CORP
3,582$532K0.10%
82
SHYISHARES TR
6,116$510K0.10%
83
NVRIHARSCO CORP
37,650$461K0.09%
84
ABTABBOTT LABS
3,678$435K0.09%
85
ENBENBRIDGE INC
8,267$381K0.07%
86
TSLATESLA INC
325$350K0.07%
87
CSXCSX CORP
9,300$348K0.07%
88
DDDUPONT DE NEMOURS INC
4,665$343K0.07%
89
BRK/BBERKSHIRE HATHAWAY INC DEL
952$336K0.07%
90
BACBK OF AMERICA CORP
7,970$329K0.06%
91
IWOISHARES TR
1,150$294K0.06%
92
MRKMERCK & CO INC
3,470$285K0.06%
93
ADPAUTOMATIC DATA PROCESSING IN
1,200$273K0.05%
94
GSGOLDMAN SACHS GROUP INC
740$244K0.05%
95
CTVACORTEVA INC
3,993$230K0.04%
96
NSCNORFOLK SOUTHN CORP
785$224K0.04%
97
RSPINVESCO EXCHANGE TRADED FD T
1,400$221K0.04%
98
MCDMCDONALDS CORP
894$221K0.04%
99
METAMETA PLATFORMS INC
956$213K0.04%
100
WFC 7.5 PERP LWELLS FARGO CO NEW
160$212K0.04%
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