Nelson Capital Management, LLC Top Holdings and 13F Report (2025) About Nelson Capital Management, LLCInvestment ActivityNelson Capital Management, LLC has $756.49 million in total holdings as of June 30, 2025.Nelson Capital Management, LLC owns shares of 101 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 14.94% of the portfolio was purchased this quarter.About 2.41% of the portfolio was sold this quarter.This quarter, Nelson Capital Management, LLC has purchased 101 new stocks and bought additional shares in 60 stocks.Nelson Capital Management, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings NVIDIA $255,601,465Microsoft $35,647,098Vanguard FTSE Developed Markets ETF $35,410,938iShares 1-5 Year Investment Grade Corporate Bond ETF $27,827,533SPDR Portfolio Short Term Treasury ETF $23,538,614 Largest New Holdings this Quarter 19762B202 - Columbia EM Core ex-China ETF $4,958,698 Holding464287507 - iShares Core S&P Mid-Cap ETF $310,411 Holding651639106 - Newmont $230,069 Holding Largest Purchases this Quarter NVIDIA 588,274 shares (about $92.94M)Vanguard FTSE Developed Markets ETF 133,220 shares (about $7.59M)Columbia EM Core ex-China ETF 145,076 shares (about $4.96M)Stryker 4,067 shares (about $1.61M)iShares 1-5 Year Investment Grade Corporate Bond ETF 15,839 shares (about $835.67K) Largest Sales this Quarter Vanguard Small-Cap ETF 20,264 shares (about $4.80M)iShares MSCI Emerging Markets ex China ETF 73,175 shares (about $4.62M)Pfizer 82,620 shares (about $2.00M)iShares Core S&P Small-Cap ETF 2,175 shares (about $237.70K)Intuit 300 shares (about $236.29K) 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$255,601,465$92,941,420 ▲57.1%1,617,83333.8%Computer and TechnologyMSFTMicrosoft$35,647,098$105,949 ▲0.3%71,6654.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$35,410,938$7,594,867 ▲27.3%621,1364.7%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$27,827,533$835,666 ▲3.1%527,4363.7%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$23,538,614$129,257 ▼-0.5%803,6403.1%ETFAAPLApple$20,292,436$128,437 ▼-0.6%98,9052.7%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$19,428,384$170,091 ▲0.9%131,7002.6%ETFXLKTechnology Select Sector SPDR Fund$16,478,183$154,470 ▲0.9%65,0722.2%ETFVBVanguard Small-Cap ETF$14,999,187$4,802,167 ▼-24.3%63,2932.0%ETFGOOGAlphabet$14,931,981$139,961 ▲0.9%84,1762.0%Computer and TechnologyAMZNAmazon.com$13,651,324$142,604 ▲1.1%62,2241.8%Retail/WholesaleJPMJPMorgan Chase & Co.$12,103,130$26,092 ▼-0.2%41,7481.6%FinanceVVisa$10,816,651$116,812 ▲1.1%30,4651.4%Business ServicesVPUVanguard Utilities ETF$10,438,011$142,972 ▲1.4%59,1361.4%ETFSPYSPDR S&P 500 ETF Trust$9,854,843$257,029 ▲2.7%15,9501.3%FinanceCOSTCostco Wholesale$9,850,588$31,677 ▲0.3%9,9511.3%Retail/WholesaleCSCOCisco Systems$9,149,551$137,580 ▲1.5%131,8761.2%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$8,559,322$4,620,270 ▼-35.1%135,5611.1%ManufacturingIVViShares Core S&P 500 ETF$8,419,413$587,372 ▲7.5%13,5601.1%ETFPGProcter & Gamble$7,879,844$51,461 ▲0.7%49,4591.0%Consumer StaplesQCOMQUALCOMM$7,770,916$182,989 ▲2.4%48,7941.0%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$7,496,087$51,389 ▲0.7%151,5591.0%ETFAEMAgnico Eagle Mines$6,820,160$53,519 ▲0.8%57,3460.9%Basic MaterialsBKNGBooking$6,640,259$162,099 ▲2.5%1,1470.9%Retail/WholesaleSYKStryker$6,275,993$1,609,057 ▲34.5%15,8630.8%MedicalTJXTJX Companies$5,669,179$68,784 ▲1.2%45,9080.7%Retail/WholesaleROPRoper Technologies$5,480,914$49,883 ▲0.9%9,6690.7%Computer and TechnologyXOMExxon Mobil$5,313,430$63,602 ▲1.2%49,2900.7%EnergySPGIS&P Global$5,188,007$66,966 ▲1.3%9,8390.7%FinanceXCEMColumbia EM Core ex-China ETF$4,958,698$4,958,698 ▲New Holding145,0760.7%ETFIHAKiShares Cybersecurity and Tech ETF$4,781,770$99,290 ▲2.1%89,8660.6%ETFABBVAbbVie$4,441,330$22,089 ▼-0.5%23,9270.6%MedicalCVXChevron$4,263,626$16,180 ▲0.4%29,7760.6%EnergyAJGArthur J. Gallagher & Co.$4,215,661$50,259 ▲1.2%13,1690.6%FinanceXLFFinancial Select Sector SPDR Fund$4,214,057$137,576 ▲3.4%80,4670.6%ETFDISWalt Disney$4,198,731$340,904 ▲8.8%33,8580.6%Consumer DiscretionaryAMGNAmgen$4,189,547$78,737 ▲1.9%15,0050.6%MedicalXLREReal Estate Select Sector SPDR Fund$4,164,409$48,171 ▲1.2%100,5410.6%ETFLINDE PLC$4,141,452$37,534 ▲0.9%8,8270.5%SHSSCHWCharles Schwab$3,524,795$23,722 ▲0.7%38,6320.5%FinanceMDTMedtronic$3,482,479$27,287 ▲0.8%39,9470.5%MedicalHDHome Depot$3,397,792$43,265 ▲1.3%9,2670.4%Retail/WholesaleEMREmerson Electric$3,386,716$54,532 ▲1.6%25,4010.4%IndustrialsXLCCommunication Services Select Sector SPDR Fund$3,364,865$26,047 ▲0.8%31,0040.4%ETFXLVHealth Care Select Sector SPDR Fund$3,316,913$77,504 ▲2.4%24,6080.4%ETFBRK.BBerkshire Hathaway$2,972,914$122,414 ▲4.3%6,1200.4%FinanceTMOThermo Fisher Scientific$2,947,324$16,624 ▼-0.6%7,2690.4%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$2,895,705$35,207 ▲1.2%13,3240.4%FinanceLLYEli Lilly and Company$2,894,395$36,638 ▲1.3%3,7130.4%MedicalCBChubb$2,893,942$119,663 ▲4.3%9,9880.4%FinanceSCHFSchwab International Equity ETF$2,866,238$52,598 ▼-1.8%129,6940.4%ETFADBEAdobe$2,707,387$84,727 ▼-3.0%6,9980.4%Computer and TechnologyVZVerizon Communications$2,678,004$53,352 ▲2.0%61,8910.4%Computer and TechnologyXYLXylem$2,653,045$6,468 ▲0.2%20,5090.4%Business ServicesCMCSAComcast$2,613,829$23,877 ▲0.9%73,2370.3%Consumer DiscretionaryTE CONNECTIVITY PLC$2,608,313$10,626 ▲0.4%15,4640.3%ORD SHSKOCocaCola$2,531,982$49,172 ▲2.0%35,7870.3%Consumer StaplesSHELShell$2,483,590$10,280 ▼-0.4%35,2730.3%EnergyMASMasco$2,467,886$14,095 ▲0.6%38,3450.3%ConstructionCRMSalesforce$2,369,431$53,175 ▲2.3%8,6890.3%Computer and TechnologyGLDSPDR Gold Shares$2,334,3890.0%7,6580.3%FinanceXLPConsumer Staples Select Sector SPDR Fund$2,239,145$10,121 ▲0.5%27,6540.3%ETFORCLOracle$2,075,674$43,726 ▲2.2%9,4940.3%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$1,725,796$12,905 ▲0.8%30,3570.2%ETFXLEEnergy Select Sector SPDR Fund$1,521,746$27,394 ▲1.8%17,9430.2%ETFTPLTexas Pacific Land$1,374,364$105,639 ▼-7.1%1,3010.2%EnergyMETAMeta Platforms$1,366,943$105,547 ▼-7.2%1,8520.2%Computer and TechnologyINTUIntuit$1,311,404$236,289 ▼-15.3%1,6650.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,158,917$1,581 ▼-0.1%13,1980.2%ETFJPSTJPMorgan Ultra-Short Income ETF$1,111,948$203 ▼0.0%21,9410.1%ETFIJRiShares Core S&P Small-Cap ETF$1,071,459$237,701 ▼-18.2%9,8040.1%ETFGOOGLAlphabet$989,708$1,939 ▲0.2%5,6160.1%Computer and TechnologyQQQInvesco QQQ$935,582$5,516 ▲0.6%1,6960.1%FinanceJNJJohnson & Johnson$812,783$50,866 ▲6.7%5,3210.1%MedicalVUGVanguard Growth ETF$672,0680.0%1,5330.1%ETFABNBAirbnb$610,485$1,720 ▲0.3%4,6130.1%Consumer DiscretionarySCHOSchwab Short-Term U.S. Treasury ETF$597,652$87,963 ▼-12.8%24,5140.1%ETFABTAbbott Laboratories$595,724$36,723 ▼-5.8%4,3800.1%MedicalWMTWalmart$497,9940.0%5,0930.1%Retail/WholesaleVOOVanguard S&P 500 ETF$489,2560.0%8610.1%ETFDHSWisdomTree U.S. High Dividend Fund$474,6220.0%4,9450.1%FinancePFFDGlobal X U.S. Preferred ETF$464,951$6,779 ▲1.5%24,6920.1%ETFGSThe Goldman Sachs Group$450,837$35,388 ▼-7.3%6370.1%FinanceIBMInternational Business Machines$437,4540.0%1,4840.1%Computer and TechnologyLAM RESEARCH CORP$437,0570.0%4,4900.1%COM NEWAVGOBroadcom$430,014$6,891 ▼-1.6%1,5600.1%Computer and TechnologyNUENucor$405,7200.0%3,1320.1%Basic MaterialsMRKMerck & Co., Inc.$388,518$25,015 ▼-6.0%4,9080.1%MedicalIWOiShares Russell 2000 Growth ETF$357,325$7,147 ▼-2.0%1,2500.0%ETFVONGVanguard Russell 1000 Growth ETF$322,2500.0%2,9510.0%ETFPMPhilip Morris International$311,261$60,649 ▲24.2%1,7090.0%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$310,411$310,411 ▲New Holding5,0050.0%ETFPANWPalo Alto Networks$275,037$4,093 ▲1.5%1,3440.0%Computer and TechnologyPHParker-Hannifin$268,9110.0%3850.0%IndustrialsMCDMcDonald's$257,1100.0%8800.0%Retail/WholesaleNVRIEnviri$250,2010.0%28,8250.0%Business ServicesNEMNewmont$230,069$230,069 ▲New Holding3,9490.0%Basic MaterialsTSLATesla$221,092$102,922 ▼-31.8%6960.0%Auto/Tires/TrucksPFEPfizer$216,973$2,002,716 ▼-90.2%8,9510.0%MedicalICLNiShares Global Clean Energy ETF$216,1840.0%16,4900.0%ETFShowing 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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