Nelson Capital Management, LLC Sells in Q4 2024

Nelson Capital Management, LLC

  • $597 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
-30.4K
- 84.16%
$96.31 - $114.76 $2.93M - $3.49M
5.72K $569K
MSFT
Microsoft Corp

Technology
-2.1K
- 2.81%
$406.35 - $454.46 $854K - $955K
72.6K $30.6M
AMGN
Amgen Inc

Healthcare
-1.8K
- 10.7%
$258.78 - $328.31 $465K - $590K
15K $3.91M
UNH
Unitedhealth Group Inc

Healthcare
-364
- 3.79%
$485.52 - $625.25 $177K - $228K
9.23K $4.67M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-353
- 4.61%
$501.29 - $612.85 $177K - $216K
7.3K $3.8M
QCOM
Qualcomm Inc

Technology
-497
- 1.02%
$150.4 - $178.04 $74.7K - $88.5K
48.4K $7.43M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.01K
- 2.63%
$44.04 - $49.49 $177K - $198K
148K $6.53M
ABBV
Abb Vie Inc.

Healthcare
-1.3K
- 5.05%
$164.99 - $203.87 $214K - $264K
24.4K $4.33M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-14.1K
- 1.77%
$28.88 - $29.33 $406K - $413K
781K $22.7M
ADBE
Adobe Inc.

Technology
-294
- 3.92%
$437.39 - $552.96 $129K - $163K
7.2K $3.2M
VPU
Vanguard Utilities ETF

ETFs
-143
- 0.25%
$160.52 - $179.11 $23K - $25.6K
57K $9.31M
PG
Procter & Gamble CO

Consumer Defensive
-1.94K
- 3.79%
$161.05 - $179.7 $313K - $349K
49.3K $8.26M
XLI
Industrial Sector Spdr

ETFs
-524
- 0.41%
$131.76 - $143.99 $69K - $75.5K
127K $16.7M
MDT
Medtronic PLC

Healthcare
-922
- 2.3%
$79.61 - $92.24 $73.4K - $85K
39.2K $3.13M
MAS
Masco Corp

Industrials
-331
- 0.85%
$72.52 - $85.73 $24K - $28.4K
38.4K $2.79M
ROP
Roper Technologies Inc

Industrials
-194
- 1.98%
$519.85 - $575.95 $101K - $112K
9.61K $5M
VB
Vanguard Small Cap ETF

ETFs
-2.93K
- 3.46%
$233.76 - $261.58 $684K - $766K
81.6K $19.6M
GIS
General Mills Inc

Consumer Defensive
-1.02K
- 2.71%
$62.78 - $74.62 $64.2K - $76.3K
36.6K $2.34M
XYL
Xylem Inc.

Industrials
-307
- 1.49%
$116.02 - $137.45 $35.6K - $42.2K
20.3K $2.36M
AEM
Agnico Eagle Mines LTD

Basic Materials
-3.39K
- 5.44%
$75.99 - $88.85 $258K - $301K
58.9K $4.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-287
- 0.29%
$40.06 - $45.21 $11.5K - $13K
98.7K $4.02M
KO
Coca Cola CO

Consumer Defensive
-735
- 2.06%
$61.74 - $71.71 $45.4K - $52.7K
34.9K $2.17M
PFE
Pfizer Inc

Healthcare
-3.12K
- 3.06%
$24.8 - $30.19 $77.4K - $94.3K
98.9K $2.62M
VZ
Verizon Communications Inc

Communication Services
-580
- 0.96%
$39.6 - $45.21 $23K - $26.2K
60.1K $2.4M
CMCSA
Comcast Corp

Communication Services
-229
- 0.32%
$37.39 - $45.14 $8.56K - $10.3K
72K $2.7M
HD
Home Depot, Inc.

Consumer Cyclical
-410
- 4.31%
$385.02 - $431.37 $158K - $177K
9.1K $3.54M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-3.59K
- 10.36%
$57.53 - $60.83 $206K - $218K
31K $1.79M
CVX
Chevron Corp

Energy
-1.18K
- 3.77%
$141.15 - $162.53 $167K - $192K
30.3K $4.38M
CB
Chubb LTD

Financial Services
-332
- 3.34%
$271.57 - $301.89 $90.2K - $100K
9.62K $2.66M
PEP
Pepsico Inc

Consumer Defensive
-962
- 29.49%
$151.29 - $176.1 $146K - $169K
2.3K $349K
COST
Costco Wholesale Corp

Consumer Defensive
-524
- 5.03%
$873.59 - $994.69 $458K - $521K
9.89K $9.06M
SHEL
Shell PLC

Energy
-769
- 2.09%
$60.63 - $70.23 $46.6K - $54K
36K $2.25M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.95K
- 11.67%
$50.37 - $50.6 $149K - $149K
22.3K $1.12M
ABT
Abbott Laboratories

Healthcare
-1.17K
- 20.06%
$111.93 - $119.39 $131K - $140K
4.68K $528K
SYK
Stryker Corp

Healthcare
-288
- 2.39%
$345.14 - $392.15 $99.4K - $113K
11.8K $4.24M
ORCL
Oracle Corp

Technology
-413
- 4.2%
$165.41 - $192.43 $68.3K - $79.5K
9.42K $1.57M
CRBU
Caribou Biosciences, Inc.

Healthcare
-20.2K
- 23.71%
$1.59 - $2.79 $32.1K - $56.3K
64.9K $103K
XLP
Consumer Staples Sector Spdr

ETFs
-501
- 1.92%
N/A
25.5K $1.94M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-81
- 8.78%
$521.84 - $558.82 $42.3K - $45.3K
842 $453K
ENB
Enbridge Inc

Energy
-955
- 16.1%
$40.4 - $43.92 $38.6K - $41.9K
4.98K $211K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8
- 0.06%
$113.92 - $127.38 $911 - $1.02K
12.5K $1.44M
AJG
Arthur J. Gallagher & Co.

Financial Services
-203
- 1.47%
$278.49 - $315.16 $56.5K - $64K
13.6K $3.86M
Linde PLC
-336
- 2.55%
N/A
12.8K $0
TJX
Tjx Companies Inc

Consumer Cyclical
-545
- 1.2%
$112.15 - $127.2 $61.1K - $69.3K
44.8K $5.41M
AVGO
Broadcom Inc.

Technology
-55
- 3.35%
$159.67 - $250.0 $8.78K - $13.8K
1.59K $367K
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 1.74%
$213.65 - $479.86 $3.85K - $8.64K
1.02K $410K
SCHW
Schwab Charles Corp

Financial Services
-149
- 0.4%
$63.31 - $82.85 $9.43K - $12.3K
37.4K $2.77M
JPM
Jpmorgan Chase & CO

Financial Services
-1.98K
- 4.51%
$205.18 - $250.29 $406K - $496K
42K $10.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 0.63%
$4100.99 - $5300.34 $28.7K - $37.1K
1.11K $5.52M
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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