Nelson Capital Management, LLC Purchases in Q1 2025

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
52.7K
+ 11.49%
$51.52 - $52.37 $2.72M - $2.76M
512K $26.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.59K
+ 357.72%
$442.66 - $534.52 $2.03M - $2.45M
5.87K $3.13M
VEA
Vanguard Ftse Developed Market

ETFs
17.8K
+ 3.79%
$47.4 - $52.99 $845K - $944K
488K $24.8M
V
Visa Inc.

Financial Services
383
+ 1.29%
$306.92 - $362.71 $118K - $139K
30.1K $10.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
26.7K
+ 3.41%
$28.92 - $29.24 $771K - $779K
808K $23.6M
XLF
Financial Sector Spdr

ETFs
11.1K
+ 16.68%
$47.32 - $52.19 $527K - $581K
77.8K $3.88M
VPU
Vanguard Utilities ETF

ETFs
1.34K
+ 2.36%
$161.24 - $173.33 $217K - $233K
58.3K $9.96M
CSCO
Cisco Systems, Inc.

Technology
2.65K
+ 2.09%
$58.74 - $64.87 $156K - $172K
130K $8.02M
DIS
Walt Disney CO

Communication Services
7.69K
+ 32.86%
$96.87 - $114.0 $745K - $877K
31.1K $3.07M
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 8.46%
$137.61 - $149.68 $258K - $281K
24K $3.51M
XLI
Industrial Sector Spdr

ETFs
3.81K
+ 3.0%
$128.78 - $141.67 $490K - $539K
131K $17.1M
VZ
Verizon Communications Inc

Communication Services
545
+ 0.91%
$37.81 - $46.49 $20.6K - $25.3K
60.7K $2.75M
KO
Coca Cola CO

Consumer Defensive
173
+ 0.5%
$60.81 - $72.32 $10.5K - $12.5K
35.1K $2.51M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
7.37K
+ 3.66%
$54.25 - $57.64 $400K - $425K
209K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 0.32%
$890.62 - $1076.86 $28.5K - $34.5K
9.92K $9.38M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.24K
+ 1.51%
$42.5 - $46.71 $95.1K - $104K
151K $6.81M
XLC
Select Sector Spdr Tr Communic

ETFs
2.76K
+ 9.85%
$94.84 - $105.31 $262K - $290K
30.8K $2.97M
XLE
Energy Sector Spdr

ETFs
1.32K
+ 8.09%
$85.7 - $93.96 $113K - $124K
17.6K $1.65M
SCHW
Schwab Charles Corp

Financial Services
1.01K
+ 2.71%
$71.24 - $83.64 $72K - $84.6K
38.4K $3M
LLY
Eli Lilly & CO

Healthcare
44
+ 1.21%
$725.72 - $929.72 $31.9K - $40.9K
3.67K $3.03M
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
New
$117.15 - $158.79 $161K - $218K
1.38K $218K
KMB
Kimberly Clark Corp

Consumer Defensive
1.48K
New
$124.46 - $147.4 $184K - $218K
1.48K $210K
XLP
Consumer Staples Sector Spdr

ETFs
1.99K
+ 7.8%
N/A
27.5K $2.09M
SYK
Stryker Corp

Healthcare
19
+ 0.16%
$355.18 - $399.9 $6.75K - $7.6K
11.8K $4.39M
XLRE
Select Sector Spdr Tr Real Est

ETFs
647
+ 0.66%
$39.18 - $43.52 $25.3K - $28.2K
99.4K $4.16M
SPGI
S&P Global Inc.

Financial Services
83
+ 0.86%
$478.26 - $543.77 $39.7K - $45.1K
9.71K $4.93M
XLB
Select Sector Spdr Fd Material

ETFs
1.13K
+ 9.33%
$83.19 - $90.99 $93.8K - $103K
13.2K $1.14M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
5.68K
+ 6.91%
$46.77 - $52.97 $266K - $301K
88K $4.13M
TJX
Tjx Companies Inc

Consumer Cyclical
583
+ 1.3%
$112.81 - $126.16 $65.8K - $73.6K
45.4K $5.52M
XYL
Xylem Inc.

Industrials
153
+ 0.75%
$114.02 - $132.04 $17.4K - $20.2K
20.5K $2.44M
Te Connectivity PLC
317
+ 2.1%
N/A
15.4K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
19
+ 2.26%
$507.05 - $563.67 $9.63K - $10.7K
861 $442K
CRBU
Caribou Biosciences, Inc.

Healthcare
20.2K
+ 31.09%
$0.88 - $1.88 $17.7K - $37.9K
85K $77K
CMCSA
Comcast Corp

Communication Services
533
+ 0.74%
$33.19 - $38.23 $17.7K - $20.4K
72.6K $2.68M
XLY
Select Sector Spdr Consumer Di

ETFs
1.34K
+ 11.33%
$192.6 - $233.2 $258K - $312K
13.2K $2.6M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.29%
$222.15 - $428.22 $666 - $1.28K
1.02K $264K
TMO
Thermo Fisher Scientific Inc.

Healthcare
11
+ 0.15%
$497.6 - $606.74 $5.47K - $6.67K
7.31K $3.64M
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 0.51%
$347.25 - $424.87 $16K - $19.5K
9.15K $3.35M
EMR
Emerson Electric CO

Industrials
520
+ 2.12%
$108.64 - $131.17 $56.5K - $68.2K
25K $2.74M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 0.72%
$4295.4 - $5141.88 $34.4K - $41.1K
1.12K $5.16M
ADBE
Adobe Inc.

Technology
15
+ 0.21%
$377.84 - $464.11 $5.67K - $6.96K
7.22K $2.77M
CRM
Salesforce, Inc.

Technology
312
+ 3.81%
$268.36 - $359.95 $83.7K - $112K
8.49K $2.28M
XLK
Technology Sector Spdr

ETFs
4.67K
+ 7.81%
$206.38 - $242.18 $964K - $1.13M
64.5K $13.3M
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 2.39%
$217.89 - $252.64 $426K - $493K
83.6K $18.5M
AMZN
Amazon Com Inc

Consumer Cyclical
684
+ 1.12%
$190.26 - $242.06 $130K - $166K
61.6K $11.7M
NVDA
Nvidia Corp

Technology
21.5K
+ 2.13%
$106.98 - $149.43 $2.3M - $3.22M
1.03M $112M
Activity Summary
Buys All Purchases 47 New Holdings 2 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Nelson Capital Management, LLC Portfolio

Follow Nelson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email