NC

Nelson Capital Management, LLC

13F
Nelson Capital Management, LLC
Last update 2024-11-04 110 Stocks (9 new)
Value $594.00 Mil Turnover 4 %
Countries:
Top Holdings: NVDA(20.60%)MSFT(5.41%)VEA(4.14%)SPTS(3.94%)AAPL(3.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
Nelson Capital Management, LLC... Top Holdings of 2024-09-30 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
1,007,881
122397.090
+1.17%
20.600
+0.24%
0.000
+40.00%
+196.80%
3611551.900
Semiconductors
MSFT 		Microsoft Corp
74,712
32148.760
+0.37%
5.410
+0.02%
0.000
+5.27%
+13.14%
3143467.591
Software
VEA 		Vanguard FTSE Developed Markets ETF
465,534
24584.840
+4.40%
4.140
+0.17%
0.020
+3.02%
+4.80%
137500.822
 
SPTS 		SPDR Portfolio Short Term Treasury ETF
795,460
23394.470
+9.62%
3.940
+0.35%
0.410
-0.41%
-0.07%
5715.954
 
AAPL 		Apple Inc
98,209
22882.810
+1.24%
3.850
+0.05%
0.000
+6.82%
+18.66%
3435072.291
Hardware
IGSB 		iShares 1-3 Year Credit Bond ETF
428,264
22552.380
+6.71%
3.800
+0.24%
0.110
+0.16%
+1.30%
20800.090
 
VB 		Vanguard Small Cap ETF
84,531
20051.610
+2.56%
3.370
+0.08%
0.030
+15.10%
+18.73%
63021.698
 
XLI 		Industrial Select Sector SPDR
127,264
17236.640
+2.40%
2.900
+0.07%
0.090
+14.52%
+24.84%
21781.888
 
GOOG 		Alphabet Inc
86,622
14482.330
-2.76%
2.440
-0.08%
0.000
+10.30%
+28.37%
2193612.188
Interactive Media
XLK 		Technology Select Sector SPDR ETF
57,843
13058.640
+35.61%
2.200
+0.58%
0.020
+15.71%
+23.06%
73669.607
 

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
SPGI 		S&P Global Inc2024-09-30New Buy
+0.80%
●
446.32 ($494.89) 527.38
$502.18
1.47%
New holding
9,203
9,203
XLK 		Technology Select Sector SPDR ETF2024-09-30Add
+0.58%
●
197.34 ($219.54) 237.68
$236.90
7.91%
Add 35.61%
57,843
15,190
TEL 		TE Connectivity PLC2024-09-30Sold Out
-0.40%
●
141.97 ($149.72) 159.66
$154.82
3.41%
Sold Out
0
-14,889
DEO 		Diageo PLC2024-09-30Sold Out
-0.36%
●
120.02 ($129.95) 140.77
$120.40
-7.35%
Sold Out
0
-16,198
SPTS 		SPDR Portfolio Short Term Treasury ETF2024-09-30Add
+0.35%
●
28.75 ($29.18) 29.45
$29.02
-0.57%
Add 9.62%
795,460
69,809
INTC 		Intel Corp2024-09-30Sold Out
-0.28%
●
18.89 ($24.97) 34.87
$26.09
4.49%
Sold Out
0
-50,433
IGSB 		iShares 1-3 Year Credit Bond ETF2024-09-30Add
+0.24%
●
51.02 ($52.04) 52.73
$51.95
-0.18%
Add 6.71%
428,264
26,914
NVDA 		NVIDIA Corp2024-09-30Add
+0.24%
●
98.91 ($118.12) 134.91
$147.23
24.64%
Add 1.17%
1,007,881
11,661
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.23%
●
18.49 ($19.77) 20.77
$19.55
-1.11%
Add 99.21%
132,834
33,076
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30Add
+0.17%
●
47.6 ($50.85) 53.31
$50.18
-1.31%
Add 4.4%
465,534
19,615

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 2024-09-30

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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