NC

Nelson Capital Management, LLC

13F
Nelson Capital Management, LLC
Last update 2025-05-06 101 Stocks (2 new)
Value $579.00 Mil Turnover 3 %
Countries:
Top Holdings: NVDA(19.27%)MSFT(4.63%)IGSB(4.63%)VEA(4.28%)SPTS(4.08%)
Summary Stock Picks Current Portfolio
Nelson Capital Management, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
1,029,559
111,583.6
+2.13%
19.270
+0.40%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
71,452
26,822.5
-1.60%
4.630
-0.08%
0.000
+38.94%
+21.47%
3,790,969.0
Software
IGSB
iShares 1-3 Year Credit Bond ETF
511,597
26,792.3
+11.49%
4.630
+0.48%
0.130
+1.99%
+3.94%
21,483.9
 
VEA
Vanguard FTSE Developed Markets ETF
487,916
24,800.8
+3.79%
4.280
+0.16%
0.020
+12.49%
+19.94%
157,607.2
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
808,053
23,627.5
+3.41%
4.080
+0.13%
0.400
+0.78%
+2.65%
5,786.4
 
AAPL
Apple Inc
99,531
22,108.9
-0.40%
3.820
-0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
VB
Vanguard Small Cap ETF
83,557
18,528.8
+2.39%
3.200
+0.07%
0.030
+17.90%
+1.99%
61,352.9
 
XLI
Industrial Select Sector SPDR
130,547
17,110.8
+3.00%
2.960
+0.09%
0.090
+21.25%
+15.65%
22,420.0
 
XLK
Technology Select Sector SPDR ETF
64,462
13,310.1
+7.81%
2.300
+0.17%
0.020
+35.50%
+12.58%
82,351.5
 
GOOG
Alphabet Inc
83,387
13,027.5
-0.84%
2.250
-0.02%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media

Nelson Capital Management, LLC's Historical Top Holdings Breakdowns

Nelson Capital Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IGSB
iShares 1-3 Year Credit Bond ETF
2025-03-31
Add
Add
+0.48%
●
51.52 ($51.99) 52.37
$52.57
1.12%
Add 11.49%
511,597
52,714
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.42%
●
442.66 ($486.15) 534.52
$473.80
-2.54%
Add 357.72%
5,868
4,586
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.40%
●
106.98 ($126.74) 149.43
$172.41
36.03%
Add 2.13%
1,029,559
21,518
GIS
General Mills Inc
2025-03-31
Sold Out
Sold Out
-0.39%
●
57.56 ($60.07) 65.3
$50.10
-16.60%
Sold Out
0
-36,626
LIN
Linde PLC
2025-03-31
Reduce
Reduce
-0.28%
●
412.91 ($450.21) 468.77
$465.01
3.29%
Reduce -31.87%
8,747
-4,091
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.17%
●
206.38 ($226.74) 242.18
$260.89
15.06%
Add 7.81%
64,462
4,670
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.16%
●
47.4 ($50.6) 52.99
$56.64
11.94%
Add 3.79%
487,916
17,819
DIS
The Walt Disney Co
2025-03-31
Add
Add
+0.13%
●
96.87 ($107.47) 114
$121.42
12.98%
Add 32.86%
31,109
7,694
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
2025-03-31
Add
Add
+0.13%
●
28.92 ($29.07) 29.24
$29.18
0.38%
Add 3.41%
808,053
26,658
XLF
Financial Select Sector SPDR
2025-03-31
Add
Add
+0.10%
●
47.32 ($50.16) 52.19
$52.54
4.74%
Add 16.68%
77,840
11,128

Nelson Capital Management, LLC Total Holding History ($B)

To

Nelson Capital Management, LLC's Asset Allocation

To

Nelson Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Nelson Capital Management, LLC's Hypothetical Growth since 2025-03-31

Nelson Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Nelson Capital Management, LLC's Holdings Heat Map

Size field:

Nelson Capital Management, LLC's Holdings Bubble Chart

Nelson Capital Management, LLC News

  • 1

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