Nelson Capital Management, LLC Q1 2025 Filing
Filed May 6, 2025
Portfolio Value
$579.0M
Holdings
101
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (101 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $111.6M |
MSFTMICROSOFT CORP | $26.8M |
IGSBISHARES TR | $26.8M |
VEAVANGUARD TAX-MANAGED FDS | $24.8M |
SPTSSPDR SER TR | $23.6M |
AAPLAPPLE INC | $22.1M |
VBVANGUARD INDEX FDS | $18.5M |
XLISELECT SECTOR SPDR TR | $17.1M |
XLKSELECT SECTOR SPDR TR | $13.3M |
GOOGALPHABET INC | $13.0M |
AMZNAMAZON COM INC | $11.7M |
EMXCISHARES INC | $11.5M |
VVISA INC | $10.6M |
JPMJPMORGAN CHASE & CO. | $10.3M |
VPUVANGUARD WORLD FD | $10.0M |
COSTCOSTCO WHSL CORP NEW | $9.4M |
SPYSPDR S&P 500 ETF TR | $8.7M |
PGPROCTER AND GAMBLE CO | $8.4M |
CSCOCISCO SYS INC | $8.0M |
QCOMQUALCOMM INC | $7.3M |
IVVISHARES TR | $7.1M |
VWOVANGUARD INTL EQUITY INDEX F | $6.8M |
AEMAGNICO EAGLE MINES LTD | $6.2M |
XOMEXXON MOBIL CORP | $5.8M |
ROPROPER TECHNOLOGIES INC | $5.6M |
TJXTJX COS INC NEW | $5.5M |
BKNGBOOKING HOLDINGS INC | $5.2M |
ABBVABBVIE INC | $5.0M |
CVXCHEVRON CORP NEW | $5.0M |
SPGIS&P GLOBAL INC | $4.9M |
UNHUNITEDHEALTH GROUP INC | $4.8M |
AMGNAMGEN INC | $4.6M |
AJGGALLAGHER ARTHUR J & CO | $4.5M |
SYKSTRYKER CORPORATION | $4.4M |
XLRESELECT SECTOR SPDR TR | $4.2M |
IHAKISHARES TR | $4.1M |
LINLINDE PLC | $4.1M |
XLFSELECT SECTOR SPDR TR | $3.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.6M |
MDTMEDTRONIC PLC | $3.6M |
XLVSELECT SECTOR SPDR TR | $3.5M |
HDHOME DEPOT INC | $3.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.1M |
DISDISNEY WALT CO | $3.1M |
LLYELI LILLY & CO | $3.0M |
SCHWSCHWAB CHARLES CORP | $3.0M |
XLCSELECT SECTOR SPDR TR | $3.0M |
CBCHUBB LIMITED | $2.9M |
ADBEADOBE INC | $2.8M |
BACVERIZON COMMUNICATIONS INC | $2.8M |
EMREMERSON ELEC CO | $2.7M |
CMCSACOMCAST CORP NEW | $2.7M |
MASMASCO CORP | $2.7M |
SCHFSCHWAB STRATEGIC TR | $2.6M |
XLYSELECT SECTOR SPDR TR | $2.6M |
SHELSHELL PLC | $2.6M |
KOCOCA COLA CO | $2.5M |
XYLXYLEM INC | $2.4M |
PFEPFIZER INC | $2.3M |
CRMSALESFORCE INC | $2.3M |
XLFISELECT SECTOR SPDR TR | $2.2M |
GQ9SPDR GOLD TR | $2.2M |
TELTE CONNECTIVITY PLC | $2.2M |
TPLTEXAS PACIFIC LAND CORPORATI | $1.9M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.7M |
XLESELECT SECTOR SPDR TR | $1.6M |
ORCLORACLE CORP | $1.3M |
IJRISHARES TR | $1.3M |
INTUINTUIT | $1.2M |
METAMETA PLATFORMS INC | $1.1M |
XLBSELECT SECTOR SPDR TR | $1.1M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.1M |
GOOGLALPHABET INC | $866K |
JNJJOHNSON & JOHNSON | $827K |
NDQINVESCO QQQ TR | $790K |
SCHOSCHWAB STRATEGIC TR | $684K |
ABTABBOTT LABS | $616K |
VUGVANGUARD INDEX FDS | $568K |
ABNBAIRBNB INC | $549K |
DHSWISDOMTREE TR | $490K |
MRKMERCK & CO INC | $468K |
PFFDGLOBAL X FDS | $463K |
WMTWALMART INC | $447K |
VOOVANGUARD INDEX FDS | $442K |
NUENUCOR CORP | $376K |
GSGOLDMAN SACHS GROUP INC | $375K |
IBMINTERNATIONAL BUSINESS MACHS | $369K |
PEPPEPSICO INC | $329K |
LRCXLAM RESEARCH CORP | $326K |
IWOISHARES TR | $325K |
MCDMCDONALDS CORP | $274K |
VONGVANGUARD SCOTTSDALE FDS | $273K |
AVGOBROADCOM INC | $265K |
TSLATESLA INC | $264K |
PHPARKER-HANNIFIN CORP | $234K |
PANWPALO ALTO NETWORKS INC | $225K |
4I1PHILIP MORRIS INTL INC | $218K |
KMBKIMBERLY-CLARK CORP | $210K |
NVRIENVIRI CORP | $191K |
ICLNISHARES TR | $188K |
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