Nelson Capital Management, LLC Reduced Holdings in Q3 2024

Nelson Capital Management, LLC

  • $587 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-2.46K
- 2.76%
$149.54 - $192.66 $368K - $474K
86.6K $14.5M
CVX
Chevron Corp

Energy
-3.56K
- 10.17%
$137.88 - $161.97 $491K - $577K
31.4K $4.63M
ADBE
Adobe Inc.

Technology
-313
- 4.01%
$508.13 - $586.55 $159K - $184K
7.5K $3.88M
ABNB
Airbnb, Inc.

Consumer Cyclical
-939
- 12.08%
$113.01 - $154.34 $106K - $145K
6.83K $866K
AMGN
Amgen Inc

Healthcare
-1.35K
- 7.44%
$309.38 - $337.38 $418K - $456K
16.8K $5.41M
LRCX
Lam Research Corp

Technology
-1
- 0.22%
$731.56 - $1127.3 $732 - $1.13K
449 $366K
EMR
Emerson Electric CO

Industrials
-513
- 2.07%
$98.19 - $118.87 $50.4K - $61K
24.2K $2.65M
HSC
Harsco Corp

Industrials
-8.83K
- 23.44%
N/A
28.8K $207K
ENB
Enbridge Inc

Energy
-2.06K
- 25.75%
$35.27 - $41.18 $72.6K - $84.7K
5.93K $240K
XYL
Xylem Inc.

Industrials
-162
- 0.78%
$126.14 - $141.53 $20.4K - $22.9K
20.6K $2.78M
PANW
Palo Alto Networks Inc

Technology
-55
- 7.17%
$294.18 - $368.01 $16.2K - $20.2K
712 $243K
SCHO
Schwab Short Term Us Treasury

ETFs
-540
- 3.49%
$47.93 - $49.06 $25.9K - $26.5K
14.9K $732K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2
- 0.23%
$434.77 - $502.96 $870 - $1.01K
857 $418K
GS
Goldman Sachs Group Inc

Financial Services
-13
- 1.86%
$459.02 - $510.25 $5.97K - $6.63K
687 $340K
XOM
Exxon Mobil Corp

Energy
-516
- 1.0%
$109.72 - $119.0 $56.6K - $61.4K
51K $5.98M
TSLA
Tesla, Inc.

Consumer Cyclical
-30
- 2.82%
$191.76 - $263.26 $5.75K - $7.9K
1.04K $270K
COST
Costco Wholesale Corp

Consumer Defensive
-297
- 2.77%
$801.83 - $917.05 $238K - $272K
10.4K $9.23M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-265
- 0.4%
$36.98 - $41.55 $9.8K - $11K
66.4K $2.73M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-524
- 6.41%
$531.86 - $624.21 $279K - $327K
7.65K $4.73M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-12
- 1.06%
$3305.62 - $4268.05 $39.7K - $51.2K
1.12K $4.71M
JPM
Jpmorgan Chase & CO

Financial Services
-424
- 0.96%
$194.9 - $224.8 $82.6K - $95.3K
44K $9.27M
GIS
General Mills Inc

Consumer Defensive
-156
- 0.41%
$62.5 - $75.15 $9.75K - $11.7K
37.6K $2.78M
UNH
Unitedhealth Group Inc

Healthcare
-253
- 2.57%
$488.01 - $604.18 $123K - $153K
9.6K $5.61M
MAS
Masco Corp

Industrials
-24
- 0.06%
$64.7 - $83.94 $1.55K - $2.01K
38.8K $3.25M
AEM
Agnico Eagle Mines LTD

Basic Materials
-3.51K
- 5.34%
$65.04 - $84.24 $228K - $296K
62.3K $5.02M
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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