Nelson Capital Management, LLC
Q4 2024 13F Holdings
- Locationmenlo park, CA
- Num holdings
108
- Value ($000)
$604,801
- Date Filed02/04/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $135.37M | 22 % | 1,008,041 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $30.61M | 5 % | 72,611 | ||
AAPL APPLE INC | COM | 037833100 | $25.03M | 4 % | 99,935 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $23.72M | 4 % | 458,883 | ||
KRE SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | $22.67M | 4 % | 781,395 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $22.48M | 4 % | 470,097 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $19.61M | 3 % | 81,604 | ||
XLI SELECT SECTOR SPDR TR | INDL | 81369Y704 | $16.70M | 3 % | 126,740 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $16.02M | 3 % | 84,097 | ||
XLK SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | $13.90M | 2 % | 59,792 |
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