The Analysis of Nelson Capital Management, LLC's Holdings
Currently, Nelson Capital Management, LLC holds 108 types of securities in its portfolio with a total value $839.7M. In the most recent quarter, they have increased their positions in ISRG (+6.9K shares, valued at $3.1M), BSX (+25.9K shares, valued at $2.5M), IGSB (+46.9K shares, valued at $2.5M); decreased their positions in NVDA (-18.5K shares, valued at $3.5M), MSFT (-1.6K shares, valued at $818.9K), AAPL (-2.3K shares, valued at $585.1K); initiated new positions in ISRG (+6.9K shares, valued at $3.1M), BSX (+25.9K shares, valued at $2.5M), PSTG (+7.0K shares, valued at $585.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION1.6M shares-1.15%2025-09-302025-11-13
VEA VANGUARD TAX-MANAGED FDS633.1K shares1.93%2025-09-302025-11-13 MSFT MICROSOFT CORP70.1K shares-2.21%2025-09-302025-11-13 IGSB ISHARES TR574.4K shares8.90%2025-09-302025-11-13 AAPL APPLE INC96.6K shares-2.32%2025-09-302025-11-13 SPTS SPDR SERIES TRUST833.6K shares3.72%2025-09-302025-11-13 XLI SELECT SECTOR SPDR TR131.2K shares-0.36%2025-09-302025-11-13 GOOG ALPHABET INC82.2K shares-2.41%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR68.5K shares5.29%2025-09-302025-11-13 VB VANGUARD INDEX FDS63.2K shares-0.12%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.44.0K shares5.37%2025-09-302025-11-13 AMZN AMAZON COM INC61.4K shares-1.37%2025-09-302025-11-13 VPU VANGUARD WORLD FD60.5K shares2.34%2025-09-302025-11-13 V VISA INC30.8K shares1.12%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR15.6K shares-2.34%2025-09-302025-11-13 AEM AGNICO EAGLE MINES LTD57.3K shares-0.12%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW10.1K shares1.77%2025-09-302025-11-13 IVV ISHARES TR13.8K shares1.47%2025-09-302025-11-13 CSCO CISCO SYS INC133.7K shares1.37%2025-09-302025-11-13 EMXC ISHARES INC133.6K shares-1.45%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F156.4K shares3.17%2025-09-302025-11-13 QCOM QUALCOMM INC49.0K shares0.40%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO48.7K shares-1.59%2025-09-302025-11-13 TJX TJX COS INC NEW46.1K shares0.35%2025-09-302025-11-13 BKNG BOOKING HOLDINGS INC1.1K shares-1.83%2025-09-302025-11-13 SYK STRYKER CORPORATION16.3K shares2.88%2025-09-302025-11-13 XOM EXXON MOBIL CORP49.2K shares-0.12%2025-09-302025-11-13 XCEM COLUMBIA ETF TR II150.3K shares3.63%2025-09-302025-11-13 ABBV ABBVIE INC23.4K shares-2.15%2025-09-302025-11-13 IHAK ISHARES TR92.8K shares3.29%2025-09-302025-11-13 SPGI S&P GLOBAL INC9.9K shares0.95%2025-09-302025-11-13 ROP ROPER TECHNOLOGIES INC9.6K shares-0.59%2025-09-302025-11-13 CVX CHEVRON CORP NEW29.2K shares-2.09%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR82.6K shares2.67%2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR101.8K shares1.24%2025-09-302025-11-13 LIN LINDE PLC8.9K shares0.63%2025-09-302025-11-13 AMGN AMGEN INC14.9K shares-0.60%2025-09-302025-11-13 AJG GALLAGHER ARTHUR J & CO13.3K shares1.32%2025-09-302025-11-13 DIS DISNEY WALT CO35.4K shares4.44%2025-09-302025-11-13 XLC SELECT SECTOR SPDR TR32.7K shares5.45%2025-09-302025-11-13 HD HOME DEPOT INC9.3K shares0.19%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP39.0K shares0.98%2025-09-302025-11-13 LLY ELI LILLY & CO4.7K shares26.50%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC7.3K shares0.72%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR25.2K shares2.45%2025-09-302025-11-13 TEL TE CONNECTIVITY PLC15.6K shares0.65%2025-09-302025-11-13 XLY SELECT SECTOR SPDR TR14.0K shares5.22%2025-09-302025-11-13 EMR EMERSON ELEC CO25.5K shares0.58%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL6.3K shares2.88%2025-09-302025-11-13 ISRG INTUITIVE SURGICAL INC6.9K sharesnew addition2025-09-302025-11-13 SCHF SCHWAB STRATEGIC TR129.6K shares-0.09%2025-09-302025-11-13 XYL XYLEM INC20.4K shares-0.36%2025-09-302025-11-13 ORCL ORACLE CORP10.5K shares10.10%2025-09-302025-11-13 CB CHUBB LIMITED10.2K shares2.14%2025-09-302025-11-13 GLD SPDR GOLD TR7.7K shares0.00%2025-09-302025-11-13 MAS MASCO CORP38.5K shares0.45%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC61.5K shares-0.65%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP25.9K sharesnew addition2025-09-302025-11-13 SHEL SHELL PLC35.0K shares-0.67%2025-09-302025-11-13 ADBE ADOBE INC7.0K shares-0.64%2025-09-302025-11-13 KO COCA COLA CO36.2K shares1.19%2025-09-302025-11-13 CMCSA COMCAST CORP NEW70.1K shares-4.30%2025-09-302025-11-13 XLP SELECT SECTOR SPDR TR27.9K shares1.06%2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F36.8K shares21.23%2025-09-302025-11-13 CRM SALESFORCE INC8.7K shares0.30%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR18.7K shares4.09%2025-09-302025-11-13 META META PLATFORMS INC1.9K shares0.00%2025-09-302025-11-13 GOOGL ALPHABET INC5.6K shares-0.55%2025-09-302025-11-13 TPL TEXAS PACIFIC LAND CORPORATI1.3K shares0.00%2025-09-302025-11-13 XLB SELECT SECTOR SPDR TR13.5K shares2.00%2025-09-302025-11-13 IJR ISHARES TR9.8K shares-0.19%2025-09-302025-11-13 INTU INTUIT1.7K shares0.12%2025-09-302025-11-13 JPST J P MORGAN EXCHANGE TRADED F22.1K shares0.78%2025-09-302025-11-13 QQQ INVESCO QQQ TR1.7K shares0.12%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON5.3K shares0.02%2025-09-302025-11-13 VUG VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-11-13 PFFD GLOBAL X FDS31.1K shares25.92%2025-09-302025-11-13 PSTG PURE STORAGE INC7.0K sharesnew addition2025-09-302025-11-13 SCHO SCHWAB STRATEGIC TR23.9K shares-2.70%2025-09-302025-11-13 ABNB AIRBNB INC4.6K shares0.00%2025-09-302025-11-13 ABT ABBOTT LABS4.1K shares-5.59%2025-09-302025-11-13 LRCX LAM RESEARCH CORP4.0K shares-11.14%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC2.6K shares93.30%2025-09-302025-11-13 VOO VANGUARD INDEX FDS862 shares0.12%2025-09-302025-11-13 WMT WALMART INC5.1K shares0.00%2025-09-302025-11-13 DHS WISDOMTREE TR4.9K shares0.00%2025-09-302025-11-13 AVGO BROADCOM INC1.5K shares-3.40%2025-09-302025-11-13 NUE NUCOR CORP3.1K shares0.00%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-0.40%2025-09-302025-11-13 IWO ISHARES TR1.3K shares0.00%2025-09-302025-11-13 MRK MERCK & CO INC4.7K shares-5.09%2025-09-302025-11-13 NVRI ENVIRI CORP28.8K shares0.00%2025-09-302025-11-13 VONG VANGUARD SCOTTSDALE FDS3.0K shares0.00%2025-09-302025-11-13 MCD MCDONALDS CORP1.1K shares30.68%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC437 shares-31.40%2025-09-302025-11-13 NEM NEWMONT CORP3.9K shares0.00%2025-09-302025-11-13 IJH ISHARES TR5.0K shares0.00%2025-09-302025-11-13 TSLA TESLA INC696 shares0.00%2025-09-302025-11-13 PH PARKER-HANNIFIN CORP385 shares0.00%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC2.0K sharesnew addition2025-09-302025-11-13 PM PHILIP MORRIS INTL INC1.7K shares0.06%2025-09-302025-11-13 ICLN ISHARES TR16.5K shares0.00%2025-09-302025-11-13 CAT CATERPILLAR INC501 sharesnew addition2025-09-302025-11-13 NSC NORFOLK SOUTHN CORP747 sharesnew addition2025-09-302025-11-13 BLK BLACKROCK INC184 sharesnew addition2025-09-302025-11-13 CSX CSX CORP5.9K sharesnew addition2025-09-302025-11-13 IWM ISHARES TR830 sharesnew addition2025-09-302025-11-13 CRBU CARIBOU BIOSCIENCES INC85.0K shares0.00%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available