The Analysis of Nelson Capital Management, LLC's Holdings

Currently, Nelson Capital Management, LLC holds 107 types of securities in its portfolio with a total value $854.6M. In the most recent quarter, they have increased their positions in XLK (+94.6K shares, valued at $13.6M), IGSB (+86.2K shares, valued at $4.6M), NFLX (+26.0K shares, valued at $2.4M); decreased their positions in VZ (-54.8K shares, valued at $2.2M), ADBE (-4.1K shares, valued at $1.4M), N/A (-2.9K shares, valued at $921.3K); initiated new positions in NFLX (+26.0K shares, valued at $2.4M), DHR (+959 shares, valued at $219.7K), XME (+2.0K shares, valued at $203.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.6M shares0.07%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS643.2K shares1.59%2025-12-312026-02-10

IGSB ISHARES TR660.6K shares15.02%2025-12-312026-02-10

MSFT MICROSOFT CORP68.6K shares-2.08%2025-12-312026-02-10

AAPL APPLE INC95.9K shares-0.69%2025-12-312026-02-10

SPTS SPDR SERIES TRUST865.3K shares3.81%2025-12-312026-02-10

ALPHABET INC ALPHABET INC79.2K shares-3.57%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR163.1K shares138.03%2025-12-312026-02-10

Sponsored

XLI SELECT SECTOR SPDR TR129.1K shares-1.64%2025-12-312026-02-10

VB VANGUARD INDEX FDS62.9K shares-0.56%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.43.5K shares-1.07%2025-12-312026-02-10

AMZN AMAZON COM INC59.8K shares-2.59%2025-12-312026-02-10

VPU VANGUARD WORLD FD61.4K shares1.47%2025-12-312026-02-10

V VISA INC30.5K shares-0.93%2025-12-312026-02-10

CSCO CISCO SYS INC135.5K shares1.39%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR15.0K shares-3.39%2025-12-312026-02-10

Sponsored

AEM AGNICO EAGLE MINES LTD56.5K shares-1.33%2025-12-312026-02-10

EMXC ISHARES INC129.2K shares-3.27%2025-12-312026-02-10

IVV ISHARES TR13.7K shares-0.62%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F157.4K shares0.66%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW9.8K shares-3.39%2025-12-312026-02-10

QCOM QUALCOMM INC48.8K shares-0.30%2025-12-312026-02-10

TJX TJX COS INC NEW45.9K shares-0.35%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO47.8K shares-1.78%2025-12-312026-02-10

Sponsored

XCEM COLUMBIA ETF TR II159.9K shares6.35%2025-12-312026-02-10

XOM EXXON MOBIL CORP49.3K shares0.11%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC1.1K shares-2.40%2025-12-312026-02-10

SYK STRYKER CORPORATION16.0K shares-1.78%2025-12-312026-02-10

ABBV ABBVIE INC23.0K shares-1.80%2025-12-312026-02-10

SPGI S&P GLOBAL INC9.9K shares-0.58%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR93.0K shares12.55%2025-12-312026-02-10

LLY ELI LILLY & CO4.7K shares-1.00%2025-12-312026-02-10

Sponsored

AMGN AMGEN INC14.5K shares-2.61%2025-12-312026-02-10

IHAK ISHARES TR94.3K shares1.55%2025-12-312026-02-10

CVX CHEVRON CORP NEW28.5K shares-2.23%2025-12-312026-02-10

ROP ROPER TECHNOLOGIES INC9.6K shares-0.24%2025-12-312026-02-10

DIS DISNEY WALT CO36.8K shares4.14%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC7.1K shares-2.49%2025-12-312026-02-10

XLRE SELECT SECTOR SPDR TR101.8K shares-0.01%2025-12-312026-02-10

XLV SELECT SECTOR SPDR TR26.3K shares4.49%2025-12-312026-02-10

Sponsored

ISRG INTUITIVE SURGICAL INC7.1K shares3.11%2025-12-312026-02-10

XLC SELECT SECTOR SPDR TR32.8K shares0.19%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP38.4K shares-1.64%2025-12-312026-02-10

LINDE PLC LINDE PLC8.8K shares-0.38%2025-12-312026-02-10

TE CONNECTIVITY PLC TE CONNECTIVITY PLC15.8K shares1.24%2025-12-312026-02-10

XLY SELECT SECTOR SPDR TR29.2K shares108.27%2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO13.1K shares-1.92%2025-12-312026-02-10

EMR EMERSON ELEC CO25.3K shares-1.12%2025-12-312026-02-10

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.4K shares1.10%2025-12-312026-02-10

CB CHUBB LIMITED10.1K shares-1.01%2025-12-312026-02-10

HD HOME DEPOT INC9.1K shares-1.94%2025-12-312026-02-10

GLD SPDR GOLD TR7.7K shares0.00%2025-12-312026-02-10

SCHF SCHWAB STRATEGIC TR124.0K shares-4.28%2025-12-312026-02-10

XYL XYLEM INC20.2K shares-1.26%2025-12-312026-02-10

SHEL SHELL PLC35.3K shares0.67%2025-12-312026-02-10

KO COCA COLA CO37.0K shares2.26%2025-12-312026-02-10

Sponsored

BSX BOSTON SCIENTIFIC CORP26.0K shares0.35%2025-12-312026-02-10

NFLX NETFLIX INC26.0K sharesnew addition2025-12-312026-02-10

MAS MASCO CORP37.8K shares-1.93%2025-12-312026-02-10

XLP SELECT SECTOR SPDR TR29.4K shares5.07%2025-12-312026-02-10

CRM SALESFORCE INC8.6K shares-1.54%2025-12-312026-02-10

ORCL ORACLE CORP10.3K shares-1.60%2025-12-312026-02-10

ALPHABET INC ALPHABET INC5.9K shares5.78%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F31.3K shares-14.92%2025-12-312026-02-10

Sponsored

XLE SELECT SECTOR SPDR TR36.4K shares94.84%2025-12-312026-02-10

XLB SELECT SECTOR SPDR TR30.9K shares129.31%2025-12-312026-02-10

META META PLATFORMS INC1.8K shares-4.48%2025-12-312026-02-10

TPL TEXAS PACIFIC LAND CORPORATI3.9K shares200.00%2025-12-312026-02-10

IJR ISHARES TR9.2K shares-6.12%2025-12-312026-02-10

INTU INTUIT1.7K shares-0.12%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON5.2K shares-3.12%2025-12-312026-02-10

JPST J P MORGAN EXCHANGE TRADED F21.1K shares-4.64%2025-12-312026-02-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-4.18%2025-12-312026-02-10

ADBE ADOBE INC2.8K shares-59.13%2025-12-312026-02-10

VUG VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-10

NUE NUCOR CORP3.6K shares15.96%2025-12-312026-02-10

ABNB AIRBNB INC4.3K shares-7.59%2025-12-312026-02-10

WMT WALMART INC5.1K shares0.00%2025-12-312026-02-10

SCHO SCHWAB STRATEGIC TR22.9K shares-4.10%2025-12-312026-02-10

PFFD GLOBAL X FDS28.4K shares-8.52%2025-12-312026-02-10

Sponsored

BROADCOM INC BROADCOM INC1.5K shares-0.07%2025-12-312026-02-10

NVRI ENVIRI CORP28.8K shares0.00%2025-12-312026-02-10

ABT ABBOTT LABS4.1K shares-1.57%2025-12-312026-02-10

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares-27.69%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS782 shares-9.28%2025-12-312026-02-10

DHS WISDOMTREE TR4.7K shares-4.95%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC2.3K shares-10.39%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC4.0K shares-13.16%2025-12-312026-02-10

Sponsored

PSTG PURE STORAGE INC6.3K shares-10.02%2025-12-312026-02-10

IWO ISHARES TR1.3K shares0.00%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-10.55%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC437 shares0.00%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC2.4K shares39.65%2025-12-312026-02-10

MCD MCDONALDS CORP1.2K shares4.52%2025-12-312026-02-10

TSLA TESLA INC806 shares15.80%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS3.0K shares0.00%2025-12-312026-02-10

Sponsored

PH PARKER-HANNIFIN CORP385 shares0.00%2025-12-312026-02-10

IJH ISHARES TR5.0K shares0.00%2025-12-312026-02-10

CAT CATERPILLAR INC538 shares7.39%2025-12-312026-02-10

NEM NEWMONT CORP2.9K shares-25.32%2025-12-312026-02-10

ICLN ISHARES TR17.1K shares3.55%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC6.7K shares-89.17%2025-12-312026-02-10

DELL DELL TECHNOLOGIES INC2.0K shares0.00%2025-12-312026-02-10

DHR DANAHER CORPORATION959 sharesnew addition2025-12-312026-02-10

Sponsored

IWM ISHARES TR830 shares0.00%2025-12-312026-02-10

XME SPDR SERIES TRUST2.0K sharesnew addition2025-12-312026-02-10

CRBU CARIBOU BIOSCIENCES INC58.7K shares-30.98%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available