Nelson Capital Management, LLC Incresed Positions in Q4 2024

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
160
+ 0.02%
$117.0 - $148.88 $18.7K - $23.8K
1.01M $135M
LLY
Eli Lilly & CO

Healthcare
3.3K
+ 1011.04%
$727.2 - $932.06 $2.4M - $3.07M
3.62K $2.8M
AAPL
Apple Inc.

Technology
1.73K
+ 1.76%
$221.69 - $259.02 $383K - $447K
99.9K $25M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
30.6K
+ 7.15%
$51.54 - $52.55 $1.58M - $1.61M
459K $23.7M
XLK
Technology Sector Spdr

ETFs
1.95K
+ 3.37%
$220.26 - $241.44 $429K - $471K
59.8K $13.9M
CSCO
Cisco Systems, Inc.

Technology
510
+ 0.4%
$52.45 - $60.02 $26.7K - $30.6K
127K $7.53M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.02K
+ 6.99%
$567.81 - $607.81 $579K - $619K
15.6K $9.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.39K
+ 162.54%
$481.22 - $538.17 $670K - $750K
2.25K $1.15M
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 94.49%
$554.08 - $632.68 $580K - $662K
2.16K $1.27M
CRM
Salesforce, Inc.

Technology
143
+ 1.78%
$270.87 - $367.87 $38.7K - $52.6K
8.18K $2.74M
DIS
Walt Disney CO

Communication Services
352
+ 1.53%
$92.39 - $117.6 $32.5K - $41.4K
23.4K $2.61M
EMR
Emerson Electric CO

Industrials
252
+ 1.04%
$108.13 - $134.33 $27.2K - $33.9K
24.5K $3.03M
XLY
Select Sector Spdr Consumer Di

ETFs
119
+ 1.02%
$194.8 - $239.43 $23.2K - $28.5K
11.8K $2.65M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 22.86%
$161.86 - $196.66 $169K - $205K
5.61K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
113
+ 0.9%
$570.51 - $610.59 $64.5K - $69K
12.7K $7.48M
XLC
Select Sector Spdr Tr Communic

ETFs
115
+ 0.41%
$89.66 - $102.16 $10.3K - $11.7K
28K $2.71M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
2.67K
+ 3.35%
$47.66 - $51.97 $127K - $139K
82.3K $4.02M
WMT
Walmart Inc.

Consumer Defensive
27
+ 0.48%
$79.1 - $95.7 $2.14K - $2.58K
5.69K $514K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.29%
$486.1 - $608.57 $972 - $1.22K
689 $394K
SPGI
S&P Global Inc.

Financial Services
426
+ 4.63%
$480.36 - $529.17 $205K - $225K
9.63K $4.8M
PANW
Palo Alto Networks Inc

Technology
712
+ 100.0%
$181.96 - $405.9 $130K - $289K
1.42K $259K
IBM
International Business Machines Corp

Technology
6
+ 0.41%
$204.9 - $238.04 $1.23K - $1.43K
1.48K $326K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.23%
$442.29 - $483.08 $1.33K - $1.45K
1.28K $581K
JNJ
Johnson & Johnson

Healthcare
601
+ 10.88%
$143.34 - $165.86 $86.1K - $99.7K
6.12K $885K
SCHO
Schwab Short Term Us Treasury

ETFs
14.4K
+ 96.43%
$24.06 - $48.88 $347K - $705K
29.4K $706K
XLE
Energy Sector Spdr

ETFs
39
+ 0.24%
$83.32 - $97.27 $3.25K - $3.79K
16.3K $1.4M
XLB
Select Sector Spdr Fd Material

ETFs
306
+ 2.6%
$83.8 - $97.58 $25.6K - $29.9K
12.1K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
69.4K
+ 104.46%
$18.41 - $40.87 $1.28M - $2.84M
136K $2.51M
XLV
Select Sector Spdr Fund Health

ETFs
232
+ 1.06%
$136.28 - $154.74 $31.6K - $35.9K
22.2K $3.05M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.29K
+ 1.15%
$55.45 - $61.08 $127K - $140K
201K $11.2M
VEA
Vanguard Ftse Developed Market

ETFs
4.56K
+ 0.98%
$47.57 - $52.44 $217K - $239K
470K $22.5M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 1
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