Nelson Capital Management, LLC Portfolio Holdings
Nelson Capital Management, LLC
- $572 Million
- Q1 2025
Nelson Capital Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $572 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $112M, Microsoft Corp with a value of $26.8M, Ishares Trust Ishares 1 5 Year with a value of $26.8M, Vanguard Ftse Developed Market with a value of $24.8M, and Spdr Portfolio Short Term Trea with a value of $23.6M.
Examining the 13F form we can see an decrease of $24.6M in the current position value, from $597M to 572M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
ETFs: $207 Million
Technology: $184 Million
Financial Services: $39.6 Million
Healthcare: $33.3 Million
Consumer Cyclical: $26.8 Million
Communication Services: $23.5 Million
Consumer Defensive: $21.5 Million
Energy: $15.2 Million
Other: $20.5 Million