Nelson Capital Management, LLC Reduced Holdings in Q1 2025

Nelson Capital Management, LLC

  • $572 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.16K
- 1.6%
$375.39 - $447.2 $435K - $518K
71.5K $26.8M
GOOG
Alphabet Inc.

Communication Services
-710
- 0.84%
$156.06 - $207.71 $111K - $147K
83.4K $13M
AAPL
Apple Inc.

Technology
-404
- 0.4%
$209.68 - $247.1 $84.7K - $99.8K
99.5K $22.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-73
- 0.47%
$551.42 - $612.93 $40.3K - $44.7K
15.5K $8.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-96
- 0.76%
$554.06 - $615.85 $53.2K - $59.1K
12.6K $7.09M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-564
- 25.07%
$468.34 - $539.52 $264K - $304K
1.69K $790K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.23K
- 32.66%
$119.38 - $161.42 $266K - $360K
4.6K $549K
PFE
Pfizer Inc

Healthcare
-7.31K
- 7.39%
$25.01 - $27.13 $183K - $198K
91.6K $2.32M
ORCL
Oracle Corp

Technology
-129
- 1.37%
$139.81 - $186.47 $18K - $24.1K
9.29K $1.3M
VUG
Vanguard Growth ETF

ETFs
-400
- 20.69%
$369.1 - $427.61 $148K - $171K
1.53K $568K
TPL
Texas Pacific Land Corp

Energy
-414
- 22.81%
$1180.08 - $1431.01 $489K - $592K
1.4K $1.86M
MAS
Masco Corp

Industrials
-306
- 0.8%
$68.67 - $81.85 $21K - $25K
38.1K $2.65M
META
Meta Platforms, Inc.

Communication Services
-160
- 7.42%
$576.36 - $736.67 $92.2K - $118K
2K $1.15M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-5.64K
- 18.83%
$19.04 - $20.15 $107K - $114K
24.3K $463K
QCOM
Qualcomm Inc

Technology
-750
- 1.55%
$151.94 - $175.86 $114K - $132K
47.6K $7.32M
MRK
Merck & Co., Inc.

Healthcare
-500
- 8.74%
$83.01 - $101.02 $41.5K - $50.5K
5.22K $468K
WMT
Walmart Inc.

Consumer Defensive
-600
- 10.54%
$84.5 - $105.05 $50.7K - $63K
5.09K $447K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-902
- 2.91%
$56.17 - $59.71 $50.7K - $53.9K
30.1K $1.72M
JNJ
Johnson & Johnson

Healthcare
-1.14K
- 18.55%
$142.06 - $167.7 $161K - $191K
4.99K $827K
PANW
Palo Alto Networks Inc

Technology
-100
- 7.02%
$167.82 - $208.28 $16.8K - $20.8K
1.32K $225K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.24K
- 4.22%
$24.1 - $24.34 $29.9K - $30.2K
28.1K $684K
PEP
Pepsico Inc

Consumer Defensive
-101
- 4.39%
$142.64 - $156.42 $14.4K - $15.8K
2.2K $329K
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.29%
$524.81 - $672.19 $1.05K - $1.34K
687 $375K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-374
- 1.68%
$50.39 - $50.66 $18.8K - $18.9K
21.9K $1.11M
DHS
Wisdomtree Tr U.S

ETFs
-330
- 6.26%
$91.55 - $99.74 $30.2K - $32.9K
4.95K $490K
Linde PLC
-4.09K
- 31.87%
N/A
8.75K $0
ABT
Abbott Laboratories

Healthcare
-25
- 0.53%
$111.1 - $140.22 $2.78K - $3.51K
4.65K $616K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.72K
- 2.74%
$18.36 - $20.51 $68.3K - $76.3K
132K $2.61M
UNH
Unitedhealth Group Inc

Healthcare
-111
- 1.2%
$461.52 - $548.18 $51.2K - $60.8K
9.12K $4.78M
PG
Procter & Gamble CO

Consumer Defensive
-151
- 0.31%
$158.56 - $176.26 $23.9K - $26.6K
49.1K $8.37M
JPM
Jpmorgan Chase & CO

Financial Services
-147
- 0.35%
$225.19 - $279.95 $33.1K - $41.2K
41.8K $10.3M
CB
Chubb LTD

Financial Services
-43
- 0.45%
$257.71 - $301.99 $11.1K - $13K
9.58K $2.89M
SHEL
Shell PLC

Energy
-536
- 1.49%
$62.84 - $73.29 $33.7K - $39.3K
35.4K $2.6M
GLD
Spdr Gold Trust

ETFs
-13
- 0.17%
$243.19 - $288.14 $3.16K - $3.75K
7.66K $2.21M
XOM
Exxon Mobil Corp

Energy
-678
- 1.37%
$105.44 - $118.93 $71.5K - $80.6K
48.7K $5.79M
CVX
Chevron Corp

Energy
-595
- 1.97%
$146.71 - $167.97 $87.3K - $99.9K
29.7K $4.96M
AJG
Arthur J. Gallagher & Co.

Financial Services
-573
- 4.22%
$275.89 - $345.24 $158K - $198K
13K $4.49M
ROP
Roper Technologies Inc

Industrials
-32
- 0.33%
$502.71 - $593.81 $16.1K - $19K
9.58K $5.65M
AMGN
Amgen Inc

Healthcare
-279
- 1.86%
$258.59 - $327.36 $72.1K - $91.3K
14.7K $4.59M
ABBV
Abb Vie Inc.

Healthcare
-340
- 1.39%
$169.2 - $216.66 $57.5K - $73.7K
24K $5.04M
AEM
Agnico Eagle Mines LTD

Basic Materials
-2.01K
- 3.41%
$79.66 - $108.41 $160K - $217K
56.9K $6.17M
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