Nelson Capital Management, LLC Purchases in Q3 2025

Nelson Capital Management, LLC

  • $831 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
6.9K
New
$433.66 - $544.47 $2.99M - $3.76M
6.9K $3.09M
XLK
Technology Sector Spdr

ETFs
3.45K
+ 5.29%
$250.97 - $282.66 $865K - $974K
68.5K $19.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
46.9K
+ 8.9%
$52.39 - $53.11 $2.46M - $2.49M
574K $30.5M
BSX
Boston Scientific Corp

Healthcare
25.9K
New
$97.03 - $108.14 $2.52M - $2.8M
25.9K $2.53M
VEA
Vanguard Ftse Developed Market

ETFs
12K
+ 1.93%
$56.02 - $60.3 $670K - $721K
633K $37.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.24K
+ 5.37%
$282.78 - $316.06 $634K - $709K
44K $13.9M
VPU
Vanguard Utilities ETF

ETFs
1.38K
+ 2.34%
$175.25 - $189.41 $242K - $262K
60.5K $11.5M
TJX
Tjx Companies Inc

Consumer Cyclical
160
+ 0.35%
$121.35 - $144.54 $19.4K - $23.1K
46.1K $6.66M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.81K
+ 3.17%
$49.43 - $54.52 $238K - $262K
156K $8.47M
SPTS
Spdr Portfolio Short Term Trea

ETFs
29.9K
+ 3.72%
$29.12 - $29.34 $872K - $878K
834K $24.4M
IVV
Ishares Core S&P 500 ETF

ETFs
199
+ 1.47%
$620.67 - $670.08 $124K - $133K
13.8K $9.21M
LLY
Eli Lilly & CO

Healthcare
984
+ 26.5%
$625.65 - $812.69 $616K - $800K
4.7K $3.58M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
+ 0.72%
$404.94 - $499.99 $21.1K - $26K
7.32K $3.55M
PSTG
Pure Storage, Inc.

Technology
6.99K
New
$54.47 - $88.29 $381K - $617K
6.99K $585K
XLC
Select Sector Spdr Tr Communic

ETFs
1.69K
+ 5.45%
$105.99 - $119.41 $179K - $202K
32.7K $3.87M
XCEM
Columbia ETF Tr Ii

ETFs
5.26K
+ 3.63%
$33.85 - $36.86 $178K - $194K
150K $5.46M
XLY
Select Sector Spdr Consumer Di

ETFs
696
+ 5.22%
$216.09 - $242.18 $150K - $169K
14K $3.36M
QCOM
Qualcomm Inc

Technology
197
+ 0.4%
$145.84 - $173.55 $28.7K - $34.2K
49K $8.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.44K
+ 21.23%
$55.61 - $57.37 $358K - $370K
36.8K $2.1M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.19%
$357.4 - $423.42 $6.43K - $7.62K
9.29K $3.76M
DELL
Dell Technologies Inc.

Technology
2.04K
New
$120.96 - $141.77 $247K - $290K
2.04K $289K
PANW
Palo Alto Networks Inc

Technology
1.25K
+ 93.3%
$167.06 - $208.19 $209K - $261K
2.6K $529K
MAS
Masco Corp

Industrials
171
+ 0.45%
$64.44 - $76.07 $11K - $13K
38.5K $2.71M
CAT
Caterpillar Inc

Industrials
501
New
$390.92 - $477.15 $196K - $239K
501 $239K
XLF
Financial Sector Spdr

ETFs
2.15K
+ 2.67%
$51.37 - $54.25 $110K - $117K
82.6K $4.45M
NSC
Norfolk Southern Corp

Industrials
747
New
$259.49 - $300.41 $194K - $224K
747 $224K
CSX
Csx Corp

Industrials
5.9K
New
$32.05 - $36.52 $189K - $215K
5.9K $209K
IWM
Ishares Russell 2000 ETF

ETFs
830
New
$214.92 - $244.84 $178K - $203K
830 $200K
SCHW
Schwab Charles Corp

Financial Services
377
+ 0.98%
$91.03 - $98.69 $34.3K - $37.2K
39K $3.72M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
176
+ 2.88%
$459.11 - $506.91 $80.8K - $89.2K
6.3K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
602
+ 2.45%
$129.01 - $139.72 $77.7K - $84.1K
25.2K $3.51M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.02%
$155.17 - $185.42 $155 - $185
5.32K $986K
XLE
Energy Sector Spdr

ETFs
733
+ 4.09%
$84.25 - $91.99 $61.8K - $67.4K
18.7K $1.67M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
6.4K
+ 25.92%
$18.82 - $19.8 $120K - $127K
31.1K $604K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.24K
+ 1.24%
$40.94 - $42.85 $50.8K - $53.2K
102K $4.29M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 30.68%
$291.67 - $316.99 $78.8K - $85.6K
1.15K $349K
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.12%
$546.99 - $602.2 $1.09K - $1.2K
1.7K $1.02M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.96K
+ 3.29%
$49.34 - $53.96 $146K - $160K
92.8K $4.86M
XLB
Select Sector Spdr Fd Material

ETFs
264
+ 2.0%
$86.72 - $92.61 $22.9K - $24.4K
13.5K $1.21M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.12%
$567.77 - $614.76 $568 - $615
862 $527K
XLP
Consumer Staples Sector Spdr

ETFs
292
+ 1.06%
N/A
27.9K $2.13M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
171
+ 0.78%
$50.47 - $50.74 $8.63K - $8.68K
22.1K $1.12M
Te Connectivity PLC
101
+ 0.65%
N/A
15.6K $0
Blackrock Inc
184
New
N/A
184 $0
Linde PLC
56
+ 0.63%
N/A
8.88K $0
CSCO
Cisco Systems, Inc.

Technology
1.8K
+ 1.37%
$66.2 - $71.79 $119K - $130K
134K $9.15M
CB
Chubb LTD

Financial Services
214
+ 2.14%
$265.99 - $289.59 $56.9K - $62K
10.2K $2.88M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.06%
$157.77 - $183.27 $158 - $183
1.71K $277K
EMR
Emerson Electric CO

Industrials
147
+ 0.58%
$128.6 - $149.63 $18.9K - $22K
25.5K $3.35M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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