Nelson Capital Management, LLC Portfolio Holdings
Nelson Capital Management, LLC
- $597 Million
- Q4 2024
Nelson Capital Management, LLC has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $597 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $135M, Microsoft Corp with a value of $30.6M, Apple Inc. with a value of $25M, Ishares Trust Ishares 1 5 Year with a value of $23.7M, and Spdr Portfolio Short Term Trea with a value of $22.7M.
Examining the 13F form we can see an increase of $9.56M in the current position value, from $587M to 597M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$597 Million
Technology: $216 Million
ETFs: $203 Million
Financial Services: $34.7 Million
Healthcare: $31.6 Million
Consumer Cyclical: $29.4 Million
Communication Services: $26.1 Million
Consumer Defensive: $22.7 Million
Industrials: $14.4 Million
Other: $19.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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