HoldingsChannel.com
Nelson Capital Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Nelson Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Nelson Capital Management LLC. In the Nelson Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Nelson Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Nelson Capital Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
MICROSOFT CORP 71,710 -8,648 $18,417
     MSFT71,710-8,648$18,417
COCA COLA CO 274,574 -155 $17,273
     KO274,574-155$17,273
ISHARES TR (IVV) 44,984 +40,757 $17,056
     IVV44,984+40,757$17,056
APPLE INC 121,892 -5,251 $16,665
     AAPL121,892-5,251$16,665
VANGUARD INDEX FDS (VB) 87,570 -4,507 $15,422
     VB87,570-4,507$15,422
VANGUARD TAX MANAGED INTL FD (VEA) 342,003 -11,888 $13,954
     VEA342,003-11,888$13,954
J P MORGAN EXCHANGE TRADED F (JPST) 248,085 -532,326 $12,427
     JPST248,085-532,326$12,427
ALPHABET INC 5,286 -289 $11,562
     GOOG5,286-289$11,562
VANGUARD INTL EQUITY INDEX F (VWO) 223,325 -149,455 $9,301
     VWO223,325-149,455$9,301
SPDR SER TR (SPTS) 279,351 -412,857 $8,227
     SPTS279,351-412,857$8,227
VANGUARD BD INDEX FDS (VUSB) 155,676 -87,486 $7,659
     VUSB155,676-87,486$7,659
AMAZON COM INC 71,202 +66,420 $7,562
     AMZN71,202+66,420$7,562
PROCTER AND GAMBLE CO 52,226 +6,004 $7,510
     PG52,226+6,004$7,510
GENERAL MLS INC 93,216 +13,616 $7,033
     GIS93,216+13,616$7,033
QUALCOMM INC 52,836 -2,448 $6,749
     QCOM52,836-2,448$6,749
THERMO FISHER SCIENTIFIC INC 12,032 -671 $6,537
     TMO12,032-671$6,537
SCHWAB CHARLES CORP 102,797 -5,041 $6,495
     SCHW102,797-5,041$6,495
SCHWAB STRATEGIC TR 248,589 +241,279 $6,309
     SCHE248,589+241,279$6,309
CHEVRON CORP NEW 41,704 -1,268 $6,038
     CVX41,704-1,268$6,038
COSTCO WHSL CORP NEW 12,565 -990 $6,022
     COST12,565-990$6,022
TRANE TECHNOLOGIES PLC 45,795 -2,112 $5,947
     TT45,795-2,112$5,947
CISCO SYS INC 133,689 -6,897 $5,700
     CSCO133,689-6,897$5,700
VISA INC 28,871 -1,202 $5,684
     V28,871-1,202$5,684
AGNICO EAGLE MINES LTD 123,288 +15,111 $5,642
     AEM123,288+15,111$5,642
VERIZON COMMUNICATIONS INC 110,592 -4,444 $5,613
     VZ110,592-4,444$5,613
EXXON MOBIL CORP 64,124 -112 $5,492
     XOM64,124-112$5,492
MEDTRONIC PLC 58,509 -2,742 $5,252
     MDT58,509-2,742$5,252
JPMORGAN CHASE & CO 45,720 -2,251 $5,149
     JPM45,720-2,251$5,149
ZOETIS INC 29,835 -1,600 $5,128
     ZTS29,835-1,600$5,128
MASCO CORP 100,817 -5,177 $5,101
     MAS100,817-5,177$5,101
SHELL PLC 96,517 +46,946 $5,047
     SHEL96,517+46,946$5,047
LINDE PLC 16,941 -9,326 $4,871
     LIN16,941-9,326$4,871
UNITEDHEALTH GROUP INC 9,320 +9,320 $4,787
     UNH9,320+9,320$4,787
FIRST REP BK SAN FRANCISCO C 32,832 -18,637 $4,734
     FRC32,832-18,637$4,734
ROPER TECHNOLOGIES INC 11,546 -673 $4,557
     ROP11,546-673$4,557
NEWMONT CORP 61,523 +16,562 $3,671
     NEM61,523+16,562$3,671
DIAGEO PLC 20,303 -969 $3,535
     DEO20,303-969$3,535
HOME DEPOT INC 12,746 -445 $3,496
     HD12,746-445$3,496
VANGUARD WORLD FDS (VPU) 22,466 -847 $3,423
     VPU22,466-847$3,423
US BANCORP DEL 69,912 -3,230 $3,217
     USB69,912-3,230$3,217
SELECT SECTOR SPDR TR (XLK) 25,110 -938 $3,192
     XLK25,110-938$3,192
DIGITAL RLTY TR INC 24,464 -811 $3,176
     DLR24,464-811$3,176
J P MORGAN EXCHANGE TRADED F (JSCP) 65,417 -356,880 $3,039
     JSCP65,417-356,880$3,039
SPDR S&P 500 ETF TR (SPY) 5,886 -55 $2,221
     SPY5,886-55$2,221
COMCAST CORP NEW 52,244 -19,404 $2,050
     CMCSA52,244-19,404$2,050
DISNEY WALT CO 21,527 -955 $2,032
     DIS21,527-955$2,032
ADOBE SYSTEMS INCORPORATED 5,457 -5,301 $1,998
     ADBE5,457-5,301$1,998
INTEL CORP 49,540 +49,540 $1,853
     INTC49,540+49,540$1,853
SCHWAB STRATEGIC TR 36,668 +7,995 $1,804
     SCHO36,668+7,995$1,804
J P MORGAN EXCHANGE TRADED F (JEPI) 31,965 +2,553 $1,772
     JEPI31,965+2,553$1,772

See Full List: All Stocks Held By Nelson Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nelson Capital Management LLC

Size ($ in 1000's)
At 06/30/2022: $362,110
At 03/31/2022: $511,267

Nelson Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nelson Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Nelson Roberts Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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