Nelson Capital Management, LLC Top Holdings and 13F Report (2025) About Nelson Capital Management, LLCInvestment ActivityNelson Capital Management, LLC has $604.80 million in total holdings as of December 31, 2024.Nelson Capital Management, LLC owns shares of 107 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 3.03% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Nelson Capital Management, LLC has purchased 109 new stocks and bought additional shares in 32 stocks.Nelson Capital Management, LLC sold shares of 53 stocks and completely divested from 10 stocks this quarter.Largest Holdings NVIDIA $135,369,846Microsoft $30,605,715Apple $25,025,841iShares 1-5 Year Investment Grade Corporate Bond ETF $23,724,252SPDR Portfolio Short Term Treasury ETF $22,668,262 Largest New Holdings this Quarter TE CONNECTIVITY PLC $2,156,560 HoldingTexas Pacific Land $2,007,318 HoldingVanguard Growth ETF $793,381 HoldingLincoln Electric $562,410 HoldingLAM RESEARCH CORP $324,313 Holding Largest Purchases this Quarter Eli Lilly and Company 3,296 shares (about $2.54M)TE CONNECTIVITY PLC 15,084 shares (about $2.16M)SPDR S&P 500 ETF Trust 3,619 shares (about $2.12M)Texas Pacific Land 1,815 shares (about $2.01M)iShares 1-5 Year Investment Grade Corporate Bond ETF 30,619 shares (about $1.58M) Largest Sales this Quarter Merck & Co., Inc. 30,402 shares (about $3.02M)Microsoft 2,101 shares (about $885.58K)Vanguard Small-Cap ETF 2,927 shares (about $703.30K)Alphabet 2,525 shares (about $480.86K)Costco Wholesale 524 shares (about $480.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNelson Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$135,369,846$21,486 ▲0.0%1,008,04122.4%Computer and TechnologyMSFTMicrosoft$30,605,715$885,577 ▼-2.8%72,6115.1%Computer and TechnologyAAPLApple$25,025,841$432,227 ▲1.8%99,9354.1%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$23,724,252$1,583,002 ▲7.1%458,8833.9%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$22,668,262$408,026 ▼-1.8%781,3953.7%ETFVEAVanguard FTSE Developed Markets ETF$22,480,029$218,203 ▲1.0%470,0973.7%ETFVBVanguard Small-Cap ETF$19,607,812$703,300 ▼-3.5%81,6043.2%ETFXLIIndustrial Select Sector SPDR Fund$16,699,263$69,042 ▼-0.4%126,7402.8%ETFGOOGAlphabet$16,015,433$480,861 ▼-2.9%84,0972.6%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$13,902,836$453,181 ▲3.4%59,7922.3%ETFAMZNAmazon.com$13,358,658$360,458 ▼-2.6%60,8902.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$11,256,880$2,121,031 ▲23.2%19,2071.9%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$11,165,634$127,091 ▲1.2%201,3641.8%ManufacturingJPMJPMorgan Chase & Co.$10,064,198$474,864 ▼-4.5%41,9851.7%FinanceVVisa$9,403,185$182,672 ▼-1.9%29,7531.6%Business ServicesVPUVanguard Utilities ETF$9,312,084$23,369 ▼-0.3%56,9831.5%ETFCOSTCostco Wholesale$9,058,879$480,111 ▼-5.0%9,8871.5%Retail/WholesalePGProcter & Gamble$8,263,003$325,913 ▼-3.8%49,2871.4%Consumer StaplesCSCOCisco Systems$7,532,544$30,192 ▲0.4%127,2391.2%Computer and TechnologyIVViShares Core S&P 500 ETF$7,481,861$66,519 ▲0.9%12,7101.2%ETFQCOMQUALCOMM$7,434,424$76,349 ▼-1.0%48,3951.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$6,530,364$176,556 ▼-2.6%148,2831.1%ETFBKNGBooking$5,519,915$34,779 ▼-0.6%1,1110.9%Retail/WholesaleTJXTJX Companies$5,408,423$65,841 ▼-1.2%44,7680.9%Retail/WholesaleLINDE PLC$5,374,886$140,673 ▼-2.6%12,8380.9%SHSXOMExxon Mobil$5,311,560$175,768 ▼-3.2%49,3780.9%Oils/EnergyROPRoper Technologies$4,997,445$100,853 ▼-2.0%9,6130.8%Computer and TechnologySPGIS&P Global$4,795,531$212,161 ▲4.6%9,6290.8%Business ServicesUNHUnitedHealth Group$4,670,100$184,133 ▼-3.8%9,2320.8%MedicalAEMAgnico Eagle Mines$4,606,726$265,210 ▼-5.4%58,9020.8%Basic MaterialsCVXChevron$4,382,569$171,491 ▼-3.8%30,2580.7%Oils/EnergyABBVAbbVie$4,333,393$230,299 ▼-5.0%24,3860.7%MedicalSYKStryker$4,240,309$103,694 ▼-2.4%11,7770.7%MedicalIHAKiShares Cybersecurity and Tech ETF$4,016,198$130,269 ▲3.4%82,3160.7%ETFXLREReal Estate Select Sector SPDR Fund$4,015,390$11,672 ▼-0.3%98,7310.7%ETFAMGNAmgen$3,910,122$468,370 ▼-10.7%15,0020.6%MedicalAJGArthur J. Gallagher & Co.$3,856,103$57,622 ▼-1.5%13,5850.6%FinanceTMOThermo Fisher Scientific$3,797,190$183,643 ▼-4.6%7,2990.6%MedicalHDHome Depot$3,541,123$159,493 ▼-4.3%9,1030.6%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$3,224,191$238,557 ▲8.0%66,7120.5%ETFADBEAdobe$3,202,586$130,736 ▼-3.9%7,2020.5%Computer and TechnologyMDTMedtronic$3,128,156$73,656 ▼-2.3%39,1570.5%MedicalXLVHealth Care Select Sector SPDR Fund$3,048,277$31,916 ▲1.1%22,1580.5%ETFEMREmerson Electric$3,032,815$31,230 ▲1.0%24,4720.5%Industrial ProductsLLYEli Lilly and Company$2,796,184$2,544,512 ▲1,011.0%3,6220.5%MedicalMASMasco$2,789,012$24,021 ▼-0.9%38,4320.5%ConstructionSCHWCharles Schwab$2,765,097$11,028 ▼-0.4%37,3610.5%FinanceCRMSalesforce$2,735,514$47,810 ▲1.8%8,1820.5%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$2,711,261$11,133 ▲0.4%28,0060.4%ETFCMCSAComcast$2,703,474$8,594 ▼-0.3%72,0350.4%Consumer DiscretionaryCBChubb$2,657,659$91,739 ▼-3.3%9,6180.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$2,652,491$26,698 ▲1.0%11,8230.4%FinancePFEPfizer$2,623,234$82,827 ▼-3.1%98,8780.4%MedicalDISWalt Disney$2,607,298$39,196 ▲1.5%23,4150.4%Consumer DiscretionarySCHFSchwab International Equity ETF$2,512,171$1,283,456 ▲104.5%135,7930.4%ETFVZVerizon Communications$2,403,900$23,194 ▼-1.0%60,1130.4%Computer and TechnologyXYLXylem$2,355,903$35,618 ▼-1.5%20,3060.4%Business ServicesGISGeneral Mills$2,335,641$65,173 ▼-2.7%36,6260.4%Consumer StaplesSHELShell$2,252,597$48,178 ▼-2.1%35,9550.4%Oils/EnergyKOCoca-Cola$2,174,057$45,761 ▼-2.1%34,9190.4%Consumer StaplesTE CONNECTIVITY PLC$2,156,560$2,156,560 ▲New Holding15,0840.4%ORD SHSXLPConsumer Staples Select Sector SPDR Fund$2,007,464$39,384 ▼-1.9%25,5370.3%ETFTPLTexas Pacific Land$2,007,318$2,007,318 ▲New Holding1,8150.3%Oils/EnergyGLDSPDR Gold Shares$1,857,3800.0%7,6710.3%FinanceJEPIJPMorgan Equity Premium Income ETF$1,785,271$206,418 ▼-10.4%31,0320.3%ETFORCLOracle$1,570,249$68,822 ▼-4.2%9,4230.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,439,290$922 ▼-0.1%12,4920.2%ETFXLEEnergy Select Sector SPDR Fund$1,396,344$3,341 ▲0.2%16,3010.2%ETFMETAMeta Platforms$1,261,775$613,029 ▲94.5%2,1550.2%Computer and TechnologyINTUIntuit$1,235,0030.0%1,9650.2%Computer and TechnologyQQQInvesco QQQ$1,150,268$712,144 ▲162.5%2,2500.2%FinanceJPSTJPMorgan Ultra-Short Income ETF$1,124,213$148,542 ▼-11.7%22,3190.2%ETFGOOGLAlphabet$1,061,027$197,440 ▲22.9%5,6050.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,017,085$25,747 ▲2.6%12,0880.2%ETFABNBAirbnb$897,6620.0%6,8310.1%Consumer DiscretionaryJNJJohnson & Johnson$885,653$86,917 ▲10.9%6,1240.1%MedicalVUGVanguard Growth ETF$793,381$793,381 ▲New Holding1,9330.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$706,450$346,801 ▲96.4%29,3620.1%ETFPFFDGlobal X U.S. Preferred ETF$584,8130.0%29,9750.1%ETFBRK.BBerkshire Hathaway$581,105$1,360 ▲0.2%1,2820.1%FinanceMRKMerck & Co., Inc.$569,424$3,024,394 ▼-84.2%5,7240.1%MedicalLECOLincoln Electric$562,410$562,410 ▲New Holding3,0000.1%Industrial ProductsABTAbbott Laboratories$528,790$132,678 ▼-20.1%4,6750.1%MedicalWMTWalmart$514,363$2,439 ▲0.5%5,6930.1%Retail/WholesaleDHSWisdomTree U.S. High Dividend Fund$492,4740.0%5,2750.1%FinanceVOOVanguard S&P 500 ETF$453,679$43,644 ▼-8.8%8420.1%ETFTSLATesla$410,706$7,269 ▼-1.7%1,0170.1%Auto/Tires/TrucksGSThe Goldman Sachs Group$394,536$1,145 ▲0.3%6890.1%FinanceAVGOBroadcom$367,467$12,751 ▼-3.4%1,5850.1%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$366,9710.0%1,2750.1%ETFNUENucor$365,5360.0%3,1320.1%Basic MaterialsPEPPepsiCo$349,738$146,282 ▼-29.5%2,3000.1%Consumer StaplesIBMInternational Business Machines$326,228$1,319 ▲0.4%1,4840.1%Computer and TechnologyLAM RESEARCH CORP$324,313$324,313 ▲New Holding4,4900.1%COM NEWVONGVanguard Russell 1000 Growth ETF$304,839$304,839 ▲New Holding2,9510.1%ETFPANWPalo Alto Networks$259,112$129,556 ▲100.0%1,4240.0%Computer and TechnologyMCDMcDonald's$255,1040.0%8800.0%Retail/WholesalePHParker-Hannifin$244,8720.0%3850.0%Industrial ProductsNVRIEnviri$221,9530.0%28,8250.0%Business ServicesZBRAZebra Technologies$212,4210.0%5500.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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