Nelson Capital Management, LLC Purchases in Q2 2025

Nelson Capital Management, LLC

  • $749 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
588K
+ 57.14%
$94.31 - $157.99 $55.5M - $92.9M
1.62M $256M
VEA
Vanguard Ftse Developed Market

ETFs
133K
+ 27.3%
$45.65 - $57.01 $6.08M - $7.59M
621K $35.4M
MSFT
Microsoft Corp

Technology
213
+ 0.3%
$354.56 - $497.45 $75.5K - $106K
71.7K $35.6M
XCEM
Columbia ETF Tr Ii

ETFs
145K
New
$26.68 - $34.18 $3.87M - $4.96M
145K $4.96M
XLK
Technology Sector Spdr

ETFs
610
+ 0.95%
$179.73 - $253.23 $110K - $154K
65.1K $16.5M
XLI
Industrial Sector Spdr

ETFs
1.15K
+ 0.88%
$116.42 - $147.52 $134K - $170K
132K $19.4M
AMZN
Amazon Com Inc

Consumer Cyclical
650
+ 1.06%
$167.32 - $223.3 $109K - $145K
62.2K $13.7M
GOOG
Alphabet Inc.

Communication Services
789
+ 0.95%
$146.58 - $180.01 $116K - $142K
84.2K $14.9M
SYK
Stryker Corp

Healthcare
4.07K
+ 34.48%
$337.37 - $395.63 $1.37M - $1.61M
15.9K $6.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
28
+ 2.5%
$4164.15 - $5789.24 $117K - $162K
1.15K $6.64M
SPY
Spdr S&P 500 ETF Trust

ETFs
416
+ 2.68%
$496.48 - $617.85 $207K - $257K
16K $9.85M
CSCO
Cisco Systems, Inc.

Technology
1.98K
+ 1.53%
$53.19 - $69.38 $105K - $138K
132K $9.15M
DIS
Walt Disney CO

Communication Services
2.75K
+ 8.84%
$81.72 - $124.01 $225K - $341K
33.9K $4.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
15.8K
+ 3.1%
$51.68 - $52.76 $819K - $836K
527K $27.8M
ORCL
Oracle Corp

Technology
200
+ 2.15%
$122.82 - $218.63 $24.6K - $43.7K
9.49K $2.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.04K
+ 0.69%
$39.89 - $49.46 $41.4K - $51.4K
152K $7.5M
AEM
Agnico Eagle Mines LTD

Basic Materials
450
+ 0.79%
$99.48 - $124.46 $44.8K - $56K
57.3K $6.82M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
1.87K
+ 2.12%
$42.95 - $53.21 $80.1K - $99.3K
89.9K $4.78M
EMR
Emerson Electric CO

Industrials
409
+ 1.64%
$94.15 - $133.33 $38.5K - $54.5K
25.4K $3.39M
SCHW
Schwab Charles Corp

Financial Services
260
+ 0.68%
$69.06 - $91.24 $18K - $23.7K
38.6K $3.52M
VPU
Vanguard Utilities ETF

ETFs
810
+ 1.39%
$158.36 - $178.82 $128K - $145K
59.1K $10.4M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 0.32%
$908.13 - $1056.85 $29.1K - $33.8K
9.95K $9.85M
QCOM
Qualcomm Inc

Technology
1.15K
+ 2.41%
$124.66 - $159.48 $143K - $183K
48.8K $7.77M
XLC
Select Sector Spdr Tr Communic

ETFs
240
+ 0.78%
$86.13 - $108.53 $20.7K - $26K
31K $3.36M
XLF
Financial Sector Spdr

ETFs
2.63K
+ 3.37%
$43.92 - $52.37 $115K - $138K
80.5K $4.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.01K
New
$51.16 - $62.02 $256K - $310K
5.01K $310K
XLY
Select Sector Spdr Consumer Di

ETFs
162
+ 1.23%
$176.34 - $218.59 $28.6K - $35.4K
13.3K $2.9M
V
Visa Inc.

Financial Services
329
+ 1.09%
$308.27 - $373.31 $101K - $123K
30.5K $10.8M
SPGI
S&P Global Inc.

Financial Services
127
+ 1.31%
$438.31 - $527.29 $55.7K - $67K
9.84K $5.19M
NEM
Newmont Corp

Basic Materials
3.95K
New
$44.18 - $59.46 $174K - $235K
3.95K $230K
XYL
Xylem Inc.

Industrials
50
+ 0.24%
$102.86 - $129.5 $5.14K - $6.48K
20.5K $2.65M
TJX
Tjx Companies Inc

Consumer Cyclical
557
+ 1.23%
$119.13 - $135.03 $66.4K - $75.2K
45.9K $5.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.59%
$416.06 - $551.64 $4.16K - $5.52K
1.7K $935K
GOOGL
Alphabet Inc.

Communication Services
11
+ 0.2%
$144.7 - $178.6 $1.59K - $1.96K
5.62K $989K
PM
Philip Morris International Inc.

Consumer Defensive
333
+ 24.2%
$149.23 - $184.95 $49.7K - $61.6K
1.71K $311K
CRM
Salesforce, Inc.

Technology
195
+ 2.3%
$236.26 - $291.15 $46.1K - $56.8K
8.69K $2.37M
ABNB
Airbnb, Inc.

Consumer Cyclical
13
+ 0.28%
$105.69 - $140.64 $1.37K - $1.83K
4.61K $610K
PANW
Palo Alto Networks Inc

Technology
20
+ 1.51%
$152.44 - $204.64 $3.05K - $4.09K
1.34K $275K
HD
Home Depot, Inc.

Consumer Cyclical
118
+ 1.29%
$335.24 - $380.78 $39.6K - $44.9K
9.27K $3.4M
KO
Coca Cola CO

Consumer Defensive
695
+ 1.98%
$68.37 - $73.9 $47.5K - $51.4K
35.8K $2.53M
XLP
Consumer Staples Sector Spdr

ETFs
125
+ 0.45%
N/A
27.7K $2.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.16K
+ 1.17%
$37.08 - $42.26 $43.1K - $49.1K
101K $4.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
227
+ 0.75%
$51.14 - $57.0 $11.6K - $12.9K
30.4K $1.73M
CB
Chubb LTD

Financial Services
413
+ 4.31%
$274.32 - $302.46 $113K - $125K
9.99K $2.89M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
360
+ 1.48%
$18.11 - $18.97 $6.52K - $6.83K
24.7K $464K
Te Connectivity PLC
63
+ 0.41%
N/A
15.5K $0
Linde PLC
80
+ 0.91%
N/A
8.83K $0
JNJ
Johnson & Johnson

Healthcare
333
+ 6.68%
$146.36 - $159.82 $48.7K - $53.2K
5.32K $812K
CMCSA
Comcast Corp

Communication Services
669
+ 0.92%
$32.84 - $36.72 $22K - $24.6K
73.2K $2.61M
Activity Summary
Buys All Purchases 63 New Holdings 3 Increased Positions 60 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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