Nelson Capital Management, LLC
Q1 2025 13F Holdings
- Locationmenlo park, CA
- Num holdings
101
- Value ($000)
$578,963
- Date Filed05/06/2025
- Form type13F-HR
- CIK0001512611
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $111.58M | 19 % | 1,029,559 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.82M | 5 % | 71,452 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $26.79M | 5 % | 511,597 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $24.80M | 4 % | 487,916 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $23.63M | 4 % | 808,053 | ||
AAPL APPLE INC | COM | 037833100 | $22.11M | 4 % | 99,531 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $18.53M | 3 % | 83,557 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $17.11M | 3 % | 130,547 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $13.31M | 2 % | 64,462 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $13.03M | 2 % | 83,387 |
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