Nelson Capital Management, LLC Portfolio Holdings
Nelson Capital Management, LLC
- $558 Million
- Q2 2024
Nelson Capital Management, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $558 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $123M, Microsoft Corp with a value of $33.3M, Vanguard Ftse Developed Market with a value of $22M, Spdr Portfolio Short Term Trea with a value of $20.9M, and Ishares Trust Ishares 1 5 Year with a value of $20.6M.
Examining the 13F form we can see an increase of $40.9M in the current position value, from $517M to 558M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$558 Million
Technology: $206 Million
ETFs: $179 Million
Healthcare: $35.5 Million
Financial Services: $26.5 Million
Consumer Cyclical: $26.2 Million
Consumer Defensive: $25.7 Million
Communication Services: $25 Million
Industrials: $14.5 Million
Other: $19.1 Million