Nelson Capital Management, LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $517 Million distributed in 103 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $93.4M, Microsoft Corp with a value of $31.6M, Vanguard Ftse Developed Market with a value of $22.1M, Ishares Trust Ishares 1 5 Year with a value of $20M, and Spdr Portfolio Short Term Trea with a value of $19.5M.
Examining the 13F form we can see an increase of $76M in the current position value, from $441M to 517M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$517 Million
ETFs: $172 Million
Technology: $169 Million
Healthcare: $38.1 Million
Financial Services: $26.4 Million
Consumer Cyclical: $25.4 Million
Consumer Defensive: $24.5 Million
Communication Services: $23.1 Million
Energy: $17.7 Million
Other: $19.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions