Nelson Capital Management, LLC Reduced Holdings in Q3 2025

Nelson Capital Management, LLC

  • $831 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
-57
- 0.59%
$495.03 - $573.0 $28.2K - $32.7K
9.61K $4.79M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 1.83%
$5364.25 - $5815.92 $113K - $122K
1.13K $6.08M
CMCSA
Comcast Corp

Communication Services
-3.15K
- 4.3%
$31.41 - $36.33 $98.8K - $114K
70.1K $2.2M
PG
Procter & Gamble CO

Consumer Defensive
-786
- 1.59%
$150.47 - $161.22 $118K - $127K
48.7K $7.48M
ADBE
Adobe Inc.

Technology
-45
- 0.64%
$333.65 - $392.1 $15K - $17.6K
6.95K $2.45M
AMZN
Amazon Com Inc

Consumer Cyclical
-852
- 1.37%
$211.65 - $238.24 $180K - $203K
61.4K $13.5M
GS
Goldman Sachs Group Inc

Financial Services
-200
- 31.4%
$696.56 - $806.32 $139K - $161K
437 $348K
ABT
Abbott Laboratories

Healthcare
-245
- 5.59%
$120.51 - $136.62 $29.5K - $33.5K
4.14K $553K
IBM
International Business Machines Corp

Technology
-6
- 0.4%
$234.77 - $292.47 $1.41K - $1.75K
1.48K $417K
SCHO
Schwab Short Term Us Treasury

ETFs
-663
- 2.7%
$24.23 - $24.42 $16.1K - $16.2K
23.9K $581K
MRK
Merck & Co., Inc.

Healthcare
-250
- 5.09%
$77.6 - $87.37 $19.4K - $21.8K
4.66K $390K
AMGN
Amgen Inc

Healthcare
-90
- 0.6%
$271.18 - $309.22 $24.4K - $27.8K
14.9K $4.21M
SHEL
Shell PLC

Energy
-236
- 0.67%
$69.82 - $73.93 $16.5K - $17.4K
35K $2.51M
VZ
Verizon Communications Inc

Communication Services
-405
- 0.65%
$40.84 - $45.06 $16.5K - $18.2K
61.5K $2.7M
AVGO
Broadcom Inc.

Technology
-53
- 3.4%
$264.74 - $369.57 $14K - $19.6K
1.51K $497K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-19
- 0.19%
$108.46 - $120.63 $2.06K - $2.29K
9.79K $1.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-116
- 0.09%
$21.69 - $23.34 $2.52K - $2.71K
130K $3.02M
XOM
Exxon Mobil Corp

Energy
-57
- 0.12%
$105.83 - $117.22 $6.03K - $6.68K
49.2K $5.55M
CVX
Chevron Corp

Energy
-622
- 2.09%
$145.57 - $161.83 $90.5K - $101K
29.2K $4.53M
XYL
Xylem Inc.

Industrials
-73
- 0.36%
$129.67 - $147.5 $9.47K - $10.8K
20.4K $3.01M
GOOGL
Alphabet Inc.

Communication Services
-31
- 0.55%
$174.36 - $254.72 $5.41K - $7.9K
5.59K $1.36M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.97K
- 1.45%
$62.54 - $68.42 $123K - $135K
134K $9.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
-374
- 2.34%
$617.65 - $666.84 $231K - $249K
15.6K $10.4M
MSFT
Microsoft Corp

Technology
-1.58K
- 2.21%
$491.09 - $535.64 $776K - $847K
70.1K $36.3M
XLI
Industrial Sector Spdr

ETFs
-478
- 0.36%
$147.94 - $154.99 $70.7K - $74.1K
131K $20.2M
ABBV
Abb Vie Inc.

Healthcare
-514
- 2.15%
$184.85 - $231.54 $95K - $119K
23.4K $5.42M
VB
Vanguard Small Cap ETF

ETFs
-78
- 0.12%
$237.58 - $259.17 $18.5K - $20.2K
63.2K $16.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
-68
- 0.12%
$116.14 - $168.56 $7.9K - $11.5K
57.3K $9.65M
AAPL
Apple Inc.

Technology
-2.3K
- 2.32%
$202.38 - $256.87 $465K - $590K
96.6K $24.6M
GOOG
Alphabet Inc.

Communication Services
-2.03K
- 2.41%
$175.16 - $255.24 $355K - $517K
82.2K $20M
NVDA
Nvidia Corp

Technology
-18.5K
- 1.15%
$153.3 - $186.58 $2.84M - $3.46M
1.6M $298M
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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