Nelson Capital Management, LLC Top Holdings and 13F Report (2025) About Nelson Capital Management, LLCInvestment ActivityNelson Capital Management, LLC has $578.96 million in total holdings as of March 31, 2025.Nelson Capital Management, LLC owns shares of 101 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 2.79% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Nelson Capital Management, LLC has purchased 107 new stocks and bought additional shares in 45 stocks.Nelson Capital Management, LLC sold shares of 42 stocks and completely divested from 8 stocks this quarter.Largest Holdings NVIDIA $111,583,623Microsoft $26,822,525iShares 1-5 Year Investment Grade Corporate Bond ETF $26,792,314Vanguard FTSE Developed Markets ETF $24,800,793SPDR Portfolio Short Term Treasury ETF $23,627,473 Largest New Holdings this Quarter 718172109 - Philip Morris International $218,413 Holding494368103 - Kimberly-Clark $210,486 Holding Largest Purchases this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 52,714 shares (about $2.76M)Berkshire Hathaway 4,586 shares (about $2.44M)NVIDIA 21,518 shares (about $2.33M)Technology Select Sector SPDR Fund 4,670 shares (about $964.26K)Vanguard FTSE Developed Markets ETF 17,819 shares (about $905.74K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 3,673 shares (about $2.05M)LINDE PLC 4,091 shares (about $1.90M)Texas Pacific Land 414 shares (about $548.55K)Microsoft 1,159 shares (about $435.08K)Airbnb 2,231 shares (about $266.52K) 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$111,583,623$2,332,121 ▲2.1%1,029,55919.3%Computer and TechnologyMSFTMicrosoft$26,822,525$435,080 ▼-1.6%71,4524.6%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$26,792,314$2,760,630 ▲11.5%511,5974.6%ManufacturingVEAVanguard FTSE Developed Markets ETF$24,800,793$905,741 ▲3.8%487,9164.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$23,627,473$779,480 ▲3.4%808,0534.1%ETFAAPLApple$22,108,926$89,741 ▼-0.4%99,5313.8%Computer and TechnologyVBVanguard Small-Cap ETF$18,528,767$433,078 ▲2.4%83,5573.2%ETFXLIIndustrial Select Sector SPDR Fund$17,110,796$498,984 ▲3.0%130,5473.0%ETFXLKTechnology Select Sector SPDR Fund$13,310,114$964,262 ▲7.8%64,4622.3%ETFGOOGAlphabet$13,027,552$110,923 ▼-0.8%83,3872.3%Computer and TechnologyAMZNAmazon.com$11,715,070$130,138 ▲1.1%61,5742.0%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$11,499,267$406,124 ▲3.7%208,7362.0%ManufacturingVVisa$10,561,514$134,227 ▲1.3%30,1361.8%Business ServicesJPMJPMorgan Chase & Co.$10,262,834$36,059 ▼-0.4%41,8381.8%FinanceVPUVanguard Utilities ETF$9,962,582$229,396 ▲2.4%58,3261.7%ETFCOSTCostco Wholesale$9,380,901$30,264 ▲0.3%9,9191.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$8,689,603$2,054,649 ▼-19.1%15,5341.5%FinancePGProcter & Gamble$8,373,795$25,734 ▼-0.3%49,1361.4%Consumer StaplesCSCOCisco Systems$8,015,692$163,778 ▲2.1%129,8931.4%Computer and TechnologyQCOMQUALCOMM$7,318,733$115,207 ▼-1.5%47,6451.3%Computer and TechnologyIVViShares Core S&P 500 ETF$7,087,688$53,941 ▼-0.8%12,6141.2%ETFVWOVanguard FTSE Emerging Markets ETF$6,812,515$101,246 ▲1.5%150,5201.2%ETFAEMAgnico Eagle Mines$6,168,096$217,470 ▼-3.4%56,8961.1%Basic MaterialsXOMExxon Mobil$5,791,856$80,634 ▼-1.4%48,7001.0%EnergyROPRoper Technologies$5,648,910$18,867 ▼-0.3%9,5811.0%Computer and TechnologyTJXTJX Companies$5,523,752$71,009 ▲1.3%45,3511.0%Retail/WholesaleBKNGBooking$5,155,133$36,855 ▲0.7%1,1190.9%Retail/WholesaleABBVAbbVie$5,038,118$71,237 ▼-1.4%24,0460.9%MedicalCVXChevron$4,962,324$99,538 ▼-2.0%29,6630.9%EnergySPGIS&P Global$4,934,668$42,172 ▲0.9%9,7120.9%Business ServicesUNHUnitedHealth Group$4,777,124$58,136 ▼-1.2%9,1210.8%MedicalAMGNAmgen$4,586,951$86,922 ▼-1.9%14,7230.8%MedicalAJGArthur J. Gallagher & Co.$4,492,263$197,823 ▼-4.2%13,0120.8%FinanceSYKStryker$4,391,156$7,073 ▲0.2%11,7960.8%MedicalXLREReal Estate Select Sector SPDR Fund$4,158,970$27,077 ▲0.7%99,3780.7%ETFIHAKiShares Cybersecurity and Tech ETF$4,134,240$267,034 ▲6.9%88,0000.7%ETFLINDE PLC$4,072,954$1,904,934 ▼-31.9%8,7470.7%SHSXLFFinancial Select Sector SPDR Fund$3,877,211$554,286 ▲16.7%77,8400.7%ETFTMOThermo Fisher Scientific$3,637,491$5,474 ▲0.2%7,3100.6%MedicalMDTMedtronic$3,561,806$42,867 ▲1.2%39,6340.6%MedicalXLVHealth Care Select Sector SPDR Fund$3,509,059$273,769 ▲8.5%24,0330.6%ETFHDHome Depot$3,353,156$16,859 ▲0.5%9,1490.6%Retail/WholesaleBRK.BBerkshire Hathaway$3,125,180$2,442,412 ▲357.7%5,8680.5%FinanceDISWalt Disney$3,070,459$759,398 ▲32.9%31,1090.5%Consumer DiscretionaryLLYEli Lilly and Company$3,027,787$36,340 ▲1.2%3,6660.5%MedicalSCHWCharles Schwab$3,003,770$79,141 ▲2.7%38,3720.5%FinanceXLCCommunication Services Select Sector SPDR Fund$2,967,188$266,009 ▲9.8%30,7640.5%ETFCBChubb$2,891,759$12,986 ▼-0.4%9,5750.5%FinanceADBEAdobe$2,767,937$5,753 ▲0.2%7,2170.5%Computer and TechnologyVZVerizon Communications$2,751,426$24,721 ▲0.9%60,6580.5%Computer and TechnologyEMREmerson Electric$2,740,123$57,013 ▲2.1%24,9920.5%IndustrialsCMCSAComcast$2,677,760$19,668 ▲0.7%72,5680.5%Consumer DiscretionaryMASMasco$2,651,284$21,279 ▼-0.8%38,1260.5%ConstructionSCHFSchwab International Equity ETF$2,612,424$73,562 ▼-2.7%132,0740.5%ETFXLYConsumer Discretionary Select Sector SPDR Fund$2,598,969$264,399 ▲11.3%13,1620.4%FinanceSHELShell$2,595,523$39,278 ▼-1.5%35,4190.4%EnergyKOCoca-Cola$2,513,341$12,391 ▲0.5%35,0920.4%Consumer StaplesXYLXylem$2,444,033$18,277 ▲0.8%20,4590.4%Business ServicesPFEPfizer$2,320,410$185,159 ▼-7.4%91,5710.4%MedicalCRMSalesforce$2,279,450$83,728 ▲3.8%8,4940.4%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$2,248,294$162,687 ▲7.8%27,5290.4%ETFGLDSPDR Gold Shares$2,206,577$3,746 ▼-0.2%7,6580.4%FinanceTE CONNECTIVITY PLC$2,176,470$44,798 ▲2.1%15,4010.4%ORD SHSTPLTexas Pacific Land$1,856,311$548,546 ▼-22.8%1,4010.3%EnergyJEPIJPMorgan Equity Premium Income ETF$1,721,629$51,540 ▼-2.9%30,1300.3%ETFXLEEnergy Select Sector SPDR Fund$1,646,589$123,261 ▲8.1%17,6200.3%ETFORCLOracle$1,299,395$18,036 ▼-1.4%9,2940.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,252,616$53,643 ▼-4.1%11,9790.2%ETFINTUIntuit$1,206,4910.0%1,9650.2%Computer and TechnologyMETAMeta Platforms$1,149,839$92,218 ▼-7.4%1,9950.2%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,136,312$96,985 ▲9.3%13,2160.2%ETFJPSTJPMorgan Ultra-Short Income ETF$1,111,087$18,936 ▼-1.7%21,9450.2%ETFGOOGLAlphabet$866,7580.0%5,6050.1%Computer and TechnologyJNJJohnson & Johnson$827,210$188,394 ▼-18.5%4,9880.1%MedicalQQQInvesco QQQ$790,600$264,471 ▼-25.1%1,6860.1%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$684,490$30,182 ▼-4.2%28,1220.1%ETFABTAbbott Laboratories$616,823$3,316 ▼-0.5%4,6500.1%MedicalVUGVanguard Growth ETF$568,468$148,328 ▼-20.7%1,5330.1%ETFABNBAirbnb$549,516$266,515 ▼-32.7%4,6000.1%Consumer DiscretionaryDHSWisdomTree U.S. High Dividend Fund$490,347$32,723 ▼-6.3%4,9450.1%FinanceMRKMerck & Co., Inc.$468,907$44,880 ▼-8.7%5,2240.1%MedicalPFFDGlobal X U.S. Preferred ETF$463,282$107,443 ▼-18.8%24,3320.1%ETFWMTWalmart$447,115$52,674 ▼-10.5%5,0930.1%Retail/WholesaleVOOVanguard S&P 500 ETF$442,477$9,764 ▲2.3%8610.1%ETFNUENucor$376,9050.0%3,1320.1%Basic MaterialsGSThe Goldman Sachs Group$375,302$1,093 ▼-0.3%6870.1%FinanceIBMInternational Business Machines$369,0120.0%1,4840.1%Computer and TechnologyPEPPepsiCo$329,719$15,144 ▼-4.4%2,1990.1%Consumer StaplesLAM RESEARCH CORP$326,4230.0%4,4900.1%COM NEWIWOiShares Russell 2000 Growth ETF$325,8010.0%1,2750.1%ETFMCDMcDonald's$274,8860.0%8800.0%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$273,8240.0%2,9510.0%ETFAVGOBroadcom$265,3770.0%1,5850.0%Computer and TechnologyTSLATesla$264,344$777 ▲0.3%1,0200.0%Auto/Tires/TrucksPHParker-Hannifin$234,0230.0%3850.0%IndustrialsPANWPalo Alto Networks$225,928$17,064 ▼-7.0%1,3240.0%Computer and TechnologyPMPhilip Morris International$218,413$218,413 ▲New Holding1,3760.0%Consumer StaplesKMBKimberly-Clark$210,486$210,486 ▲New Holding1,4800.0%Consumer StaplesNVRIEnviri$191,6870.0%28,8250.0%Business ServicesICLNiShares Global Clean Energy ETF$188,3160.0%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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