Nelson Capital Management, LLC Portfolio Holdings
Nelson Capital Management, LLC
- $587 Million
- Q3 2024
Nelson Capital Management, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $587 Million distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $122M, Microsoft Corp with a value of $32.1M, Vanguard Ftse Developed Market with a value of $24.6M, Spdr Portfolio Short Term Trea with a value of $23.4M, and Apple Inc. with a value of $22.9M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $558M to 587M.
Below you can find more details about Nelson Capital Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$587 Million
ETFs: $204 Million
Technology: $203 Million
Healthcare: $38.1 Million
Financial Services: $32.5 Million
Consumer Cyclical: $26.9 Million
Consumer Defensive: $25.2 Million
Communication Services: $23.8 Million
Industrials: $15.4 Million
Other: $19 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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