Nelson Capital Management, LLC Reduced Holdings in Q2 2025

Nelson Capital Management, LLC

  • $749 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-20.3K
- 24.25%
$193.73 - $237.37 $3.93M - $4.81M
63.3K $15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-73.2K
- 35.06%
$50.08 - $63.14 $3.66M - $4.62M
136K $8.56M
PFE
Pfizer Inc

Healthcare
-82.6K
- 90.23%
$21.59 - $24.84 $1.78M - $2.05M
8.95K $216K
AAPL
Apple Inc.

Technology
-626
- 0.63%
$172.42 - $223.89 $108K - $140K
98.9K $20.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-41
- 0.56%
$390.26 - $489.06 $16K - $20.1K
7.27K $2.95M
ABBV
Abb Vie Inc.

Healthcare
-119
- 0.49%
$170.16 - $206.27 $20.2K - $24.5K
23.9K $4.44M
TPL
Texas Pacific Land Corp

Energy
-100
- 7.14%
$1036.28 - $1430.55 $104K - $143K
1.3K $1.37M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.18K
- 18.16%
$90.56 - $109.49 $197K - $238K
9.8K $1.07M
SHEL
Shell PLC

Energy
-146
- 0.41%
$59.75 - $73.05 $8.72K - $10.7K
35.3K $2.48M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-4.41K
- 0.55%
$29.07 - $29.38 $128K - $130K
804K $23.5M
MRK
Merck & Co., Inc.

Healthcare
-316
- 6.05%
$73.47 - $87.12 $23.2K - $27.5K
4.91K $388K
ADBE
Adobe Inc.

Technology
-219
- 3.03%
$340.0 - $420.68 $74.5K - $92.1K
7K $2.71M
TSLA
Tesla, Inc.

Consumer Cyclical
-324
- 31.76%
$221.86 - $362.89 $71.9K - $118K
696 $221K
ABT
Abbott Laboratories

Healthcare
-270
- 5.81%
$123.95 - $138.08 $33.5K - $37.3K
4.38K $595K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4
- 0.02%
$50.36 - $50.68 $201 - $203
21.9K $1.11M
XLB
Select Sector Spdr Fd Material

ETFs
-18
- 0.14%
$74.27 - $88.92 $1.34K - $1.6K
13.2K $1.16M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-25
- 1.96%
$224.16 - $285.86 $5.6K - $7.15K
1.25K $357K
GS
Goldman Sachs Group Inc

Financial Services
-50
- 7.28%
$462.22 - $707.75 $23.1K - $35.4K
637 $450K
INTU
Intuit Inc

Technology
-300
- 15.27%
$544.07 - $787.63 $163K - $236K
1.67K $1.31M
AVGO
Broadcom Inc.

Technology
-25
- 1.58%
$146.29 - $275.65 $3.66K - $6.89K
1.56K $430K
META
Meta Platforms, Inc.

Communication Services
-143
- 7.17%
$484.66 - $738.09 $69.3K - $106K
1.85K $1.37M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.38K
- 1.8%
$17.76 - $22.1 $42.3K - $52.6K
130K $2.87M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 0.22%
$210.28 - $289.91 $18.9K - $26.1K
41.7K $12.1M
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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