Nelson Capital Management, LLC Incresed Positions in Q3 2024

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
15.2K
+ 35.61%
$197.34 - $237.68 $3M - $3.61M
57.8K $13.1M
VEA
Vanguard Ftse Developed Market

ETFs
19.6K
+ 4.4%
$47.6 - $53.31 $934K - $1.05M
466K $24.6M
SPTS
Spdr Portfolio Short Term Trea

ETFs
69.8K
+ 9.62%
$28.75 - $29.46 $2.01M - $2.06M
795K $23.4M
AAPL
Apple Inc.

Technology
1.21K
+ 1.24%
$207.23 - $234.82 $250K - $283K
98.2K $22.9M
XLI
Industrial Sector Spdr

ETFs
2.98K
+ 2.4%
$120.56 - $135.44 $360K - $404K
127K $17.2M
VB
Vanguard Small Cap ETF

ETFs
2.11K
+ 2.56%
$214.77 - $237.72 $453K - $501K
84.5K $20.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
26.9K
+ 6.71%
$51.02 - $52.74 $1.37M - $1.42M
428K $22.6M
VPU
Vanguard Utilities ETF

ETFs
1.93K
+ 3.49%
$146.64 - $174.54 $283K - $336K
57.1K $9.94M
CSCO
Cisco Systems, Inc.

Technology
6.44K
+ 5.35%
$44.74 - $53.22 $288K - $343K
127K $6.74M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.77K
+ 2.54%
$41.9 - $48.26 $158K - $182K
152K $7.29M
ABBV
Abb Vie Inc.

Healthcare
414
+ 1.64%
$163.84 - $199.33 $67.8K - $82.5K
25.7K $5.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
533
+ 3.79%
$517.38 - $573.86 $276K - $306K
14.6K $8.37M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.59K
+ 2.69%
$38.04 - $45.36 $98.6K - $118K
99K $4.42M
V
Visa Inc.

Financial Services
1.24K
+ 4.28%
$253.74 - $291.56 $316K - $363K
30.3K $8.34M
HD
Home Depot, Inc.

Consumer Cyclical
222
+ 2.39%
$333.64 - $405.2 $74.1K - $90K
9.51K $3.85M
XLF
Financial Sector Spdr

ETFs
8.08K
+ 15.04%
$40.84 - $45.74 $330K - $369K
61.8K $2.8M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
7.82K
+ 10.88%
$43.42 - $48.95 $339K - $383K
79.6K $3.88M
MDT
Medtronic PLC

Healthcare
1.34K
+ 3.46%
$76.84 - $91.03 $103K - $122K
40.1K $3.61M
IVV
Ishares Core S&P 500 ETF

ETFs
227
+ 1.84%
$520.18 - $576.82 $118K - $131K
12.6K $7.27M
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 9.39%
$143.3 - $157.24 $270K - $296K
21.9K $3.38M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 0.14%
$160.76 - $177.82 $11.6K - $12.8K
51.2K $8.87M
XLY
Select Sector Spdr Consumer Di

ETFs
1.04K
+ 9.78%
$170.05 - $200.86 $177K - $209K
11.7K $2.35M
ORCL
Oracle Corp

Technology
619
+ 6.72%
$125.9 - $170.35 $77.9K - $105K
9.84K $1.68M
AJG
Arthur J. Gallagher & Co.

Financial Services
245
+ 1.81%
$259.22 - $299.75 $63.5K - $73.4K
13.8K $3.88M
XLC
Select Sector Spdr Tr Communic

ETFs
2.62K
+ 10.35%
$82.16 - $90.4 $215K - $237K
27.9K $2.52M
CB
Chubb LTD

Financial Services
106
+ 1.08%
$252.51 - $292.2 $26.8K - $31K
9.95K $2.87M
CRM
Salesforce, Inc.

Technology
846
+ 11.76%
$238.42 - $276.53 $202K - $234K
8.04K $2.2M
TJX
Tjx Companies Inc

Consumer Cyclical
111
+ 0.25%
$107.93 - $120.23 $12K - $13.3K
45.3K $5.33M
KO
Coca Cola CO

Consumer Defensive
663
+ 1.89%
$62.69 - $73.01 $41.6K - $48.4K
35.7K $2.56M
SYK
Stryker Corp

Healthcare
162
+ 1.36%
$315.94 - $371.96 $51.2K - $60.3K
12.1K $4.36M
PFE
Pfizer Inc

Healthcare
6.46K
+ 6.76%
$27.7 - $31.39 $179K - $203K
102K $2.95M
VZ
Verizon Communications Inc

Communication Services
1.18K
+ 1.98%
$38.89 - $45.0 $45.9K - $53.1K
60.7K $2.73M
GLD
Spdr Gold Trust

ETFs
224
+ 3.01%
$215.56 - $246.98 $48.3K - $55.3K
7.67K $1.86M
CMCSA
Comcast Corp

Communication Services
1.45K
+ 2.05%
$37.33 - $41.78 $54.2K - $60.7K
72.3K $3.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
346
+ 59.97%
$475.2 - $527.7 $164K - $183K
923 $487K
XLB
Select Sector Spdr Fd Material

ETFs
920
+ 8.47%
$86.95 - $97.09 $80K - $89.3K
11.8K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
233
+ 1.9%
$105.53 - $118.34 $24.6K - $27.6K
12.5K $1.46M
XLP
Consumer Staples Sector Spdr

ETFs
1.83K
+ 7.56%
$76.04 - $76.04 $139K - $139K
26K $1.98M
JEPI
J P Morgan Exchange Traded Fd

ETFs
276
+ 0.8%
$54.98 - $59.51 $15.2K - $16.4K
34.6K $2.06M
META
Meta Platforms, Inc.

Communication Services
53
+ 5.02%
$453.41 - $572.44 $24K - $30.3K
1.11K $634K
IBM
International Business Machines Corp

Technology
98
+ 7.1%
$175.1 - $223.38 $17.2K - $21.9K
1.48K $326K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
28
+ 2.24%
$405.19 - $478.57 $11.3K - $13.4K
1.28K $588K
ADP
Automatic Data Processing Inc

Industrials
103
+ 7.65%
$233.44 - $279.45 $24K - $28.8K
1.45K $401K
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.89%
$66.91 - $81.4 $3.35K - $4.07K
5.67K $457K
ABT
Abbott Laboratories

Healthcare
167
+ 2.94%
$100.07 - $118.13 $16.7K - $19.7K
5.85K $666K
DIS
Walt Disney CO

Communication Services
1.47K
+ 6.79%
$85.6 - $98.61 $126K - $145K
23.1K $2.22M
PEP
Pepsico Inc

Consumer Defensive
287
+ 9.65%
$161.9 - $179.3 $46.5K - $51.5K
3.26K $554K
MCD
Mcdonalds Corp

Consumer Cyclical
65
+ 7.98%
$245.82 - $304.51 $16K - $19.8K
880 $267K
XLE
Energy Sector Spdr

ETFs
1.25K
+ 8.36%
$84.35 - $93.39 $106K - $117K
16.3K $1.43M
Activity Summary
Buys All Purchases 72 New Holdings 9 Increased Positions 63 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 1
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