All Stocks Held By Nelson Roberts Investment Advisors LLC

As of 12/31/2023, we find all stocks held by Nelson Capital Management LLC to be as follows, presented in the table below with each row detailing each Nelson Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Nelson Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Nelson Capital Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
NVIDIA CORPORATION	108,737	+60	$53,849
NVDA	108,737	+60	$53,849
MICROSOFT CORP	78,013	-3,027	$29,336
MSFT	78,013	-3,027	$29,336
ISHARES TR (IGSB)	400,377	-6,148	$20,529
IGSB	400,377	-6,148	$20,529
VANGUARD TAX MANAGED FDS (VEA)	423,371	-4,524	$20,279
VEA	423,371	-4,524	$20,279
APPLE INC	100,026	+3,947	$19,258
AAPL	100,026	+3,947	$19,258
VANGUARD INDEX FDS (VB)	81,657	-352	$17,420
VB	81,657	-352	$17,420
SPDR SER TR (SPTS)	594,823	+23,739	$17,280
SPTS	594,823	+23,739	$17,280
SELECT SECTOR SPDR TR (XLI)	123,910	-674	$14,125
XLI	123,910	-674	$14,125
ALPHABET INC	91,772	-3,364	$12,933
GOOG	91,772	-3,364	$12,933
VANGUARD INTL EQUITY INDEX F (VWO)	257,710	-8,095	$10,592
VWO	257,710	-8,095	$10,592
AMAZON COM INC	65,217	-5,628	$9,909
AMZN	65,217	-5,628	$9,909
ISHARES TR (IVV)	20,495	+11,572	$9,789
IVV	20,495	+11,572	$9,789
SELECT SECTOR SPDR TR (XLK)	40,158	+11,295	$7,730
XLK	40,158	+11,295	$7,730
JPMORGAN CHASE & CO	45,252	-2,051	$7,697
JPM	45,252	-2,051	$7,697
QUALCOMM INC	52,762	-1,864	$7,631
QCOM	52,762	-1,864	$7,631
VISA INC	29,086	-368	$7,573
V	29,086	-368	$7,573
COSTCO WHSL CORP NEW	11,351	-569	$7,493
COST	11,351	-569	$7,493
PROCTER AND GAMBLE CO	45,889	-974	$6,725
PG	45,889	-974	$6,725
UNITEDHEALTH GROUP INC	12,457	-273	$6,558
UNH	12,457	-273	$6,558
CISCO SYS INC	117,897	-3,376	$5,956
CSCO	117,897	-3,376	$5,956
SPDR S&P 500 ETF TR (SPY)	12,391	+364	$5,890
SPY	12,391	+364	$5,890
LINDE PLC	13,647	-424	$5,605
LIN	13,647	-424	$5,605
ROPER TECHNOLOGIES INC	9,908	-372	$5,402
ROP	9,908	-372	$5,402
SHELL PLC	79,882	-3,155	$5,256
SHEL	79,882	-3,155	$5,256
ISHARES INC (EMXC)	94,822	-235	$5,254
EMXC	94,822	-235	$5,254
EXXON MOBIL CORP	51,086	-468	$5,108
XOM	51,086	-468	$5,108
CHEVRON CORP NEW	34,227	-1,218	$5,105
CVX	34,227	-1,218	$5,105
VANGUARD WORLD FDS (VPU)	33,513	-3,881	$4,594
VPU	33,513	-3,881	$4,594
AMGEN INC	15,753	-2,672	$4,537
AMGN	15,753	-2,672	$4,537
BOOKING HOLDINGS INC	1,245	-92	$4,416
BKNG	1,245	-92	$4,416
GENERAL MLS INC	67,572	-2,789	$4,402
GIS	67,572	-2,789	$4,402
THERMO FISHER SCIENTIFIC INC	8,124	-137	$4,312
TMO	8,124	-137	$4,312
TJX COS INC NEW	45,629	-708	$4,280
TJX	45,629	-708	$4,280
MERCK & CO INC	34,283	-825	$3,738
MRK	34,283	-825	$3,738
STRYKER CORPORATION	12,227	-414	$3,661
SYK	12,227	-414	$3,661
AGNICO EAGLE MINES LTD	66,154	-1,567	$3,629
AEM	66,154	-1,567	$3,629
SELECT SECTOR SPDR TR (XLRE)	81,521	-14,877	$3,266
XLRE	81,521	-14,877	$3,266
HOME DEPOT INC	9,327	-333	$3,232
HD	9,327	-333	$3,232
COMCAST CORP NEW	72,440	-2,919	$3,176
CMCSA	72,440	-2,919	$3,176
ABBVIE INC	20,411	-4,054	$3,163
ABBV	20,411	-4,054	$3,163
SELECT SECTOR SPDR TR (XLV)	21,904	+3,595	$2,987
XLV	21,904	+3,595	$2,987
MASCO CORP	43,075	-1,487	$2,885
MAS	43,075	-1,487	$2,885
MEDTRONIC PLC	33,997	-5,687	$2,801
MDT	33,997	-5,687	$2,801
DIAGEO PLC	18,488	-838	$2,693
DEO	18,488	-838	$2,693
SCHWAB STRATEGIC TR	70,026	+13,549	$2,588
SCHF	70,026	+13,549	$2,588
SCHWAB CHARLES CORP	37,585	-2,289	$2,586
SCHW	37,585	-2,289	$2,586
XYLEM INC	21,986	-468	$2,514
XYL	21,986	-468	$2,514
INTEL CORP	49,918	-2,416	$2,508
INTC	49,918	-2,416	$2,508
EMERSON ELEC CO	24,975	-404	$2,431
EMR	24,975	-404	$2,431
ADOBE INC	3,787	-125	$2,259
ADBE	3,787	-125	$2,259
CHUBB LIMITED	9,386	+74	$2,121
CB	9,386	+74	$2,121
VERIZON COMMUNICATIONS INC	52,272	-5,961	$1,971
VZ	52,272	-5,961	$1,971
SELECT SECTOR SPDR TR (XLY)	10,466	+128	$1,871
XLY	10,466	+128	$1,871
SELECT SECTOR SPDR TR (XLC)	25,322	+605	$1,840
XLC	25,322	+605	$1,840
DISNEY WALT CO	20,347	-1,262	$1,837
DIS	20,347	-1,262	$1,837
SELECT SECTOR SPDR TR (XLF)	48,815	+768	$1,835
XLF	48,815	+768	$1,835
J P MORGAN EXCHANGE TRADED F (JEPI)	33,018	-1,537	$1,815
JEPI	33,018	-1,537	$1,815
PFIZER INC	60,679	-32,160	$1,747
PFE	60,679	-32,160	$1,747
COCA COLA CO	29,344	-4,350	$1,729
KO	29,344	-4,350	$1,729
SELECT SECTOR SPDR TR (XLP)	23,820	+918	$1,716
XLP	23,820	+918	$1,716
TE CONNECTIVITY LTD	11,691	-1,412	$1,643
TEL	11,691	-1,412	$1,643
SPDR GOLD TR (GLD)	7,235	+275	$1,383
GLD	7,235	+275	$1,383
ISHARES TR (IJR)	12,519	+133	$1,355
IJR	12,519	+133	$1,355
J P MORGAN EXCHANGE TRADED F (JPST)	26,822	-2,242	$1,347
JPST	26,822	-2,242	$1,347
SELECT SECTOR SPDR TR (XLE)	15,745	+75	$1,320
XLE	15,745	+75	$1,320
INTUIT	1,965	+1,354	$1,228
INTU	1,965	+1,354	$1,228
AIRBNB INC	8,159	-2,500	$1,111
ABNB	8,159	-2,500	$1,111
SELECT SECTOR SPDR TR (XLB)	10,954	-163	$937
XLB	10,954	-163	$937
GALLAGHER ARTHUR J & CO	4,123	+4,123	$927
AJG	4,123	+4,123	$927
ORACLE CORP	8,538	UNCH	$900
ORCL	8,538	UNCH	$900
SCHWAB STRATEGIC TR	17,441	+2,762	$845
SCHO	17,441	+2,762	$845
ALPHABET INC	5,864	-100	$819
GOOGL	5,864	-100	$819
JOHNSON & JOHNSON	4,243	-90	$665
JNJ	4,243	-90	$665
NUCOR CORP	3,591	+9	$625
NUE	3,591	+9	$625
GLOBAL X FDS	28,191	-1,255	$547
PFFD	28,191	-1,255	$547
CARIBOU BIOSCIENCES INC	85,020	UNCH	$487
CRBU	85,020	UNCH	$487
VANGUARD BD INDEX FDS (VUSB)	9,725	-1,424	$481
VUSB	9,725	-1,424	$481
BERKSHIRE HATHAWAY INC DEL			$449
BRK.B	1,260	+9	$449
ABBOTT LABS	3,666	+15	$404
ABT	3,666	+15	$404
META PLATFORMS INC	1,055	+12	$373
META	1,055	+12	$373
ENVIRI CORP	37,650	+37,650	$339
NVRI	37,650	+37,650	$339
WALMART INC	1,848	+21	$291
WMT	1,848	+21	$291
ISHARES TR (IWO)	1,150	UNCH	$290
IWO	1,150	UNCH	$290
ENBRIDGE INC	7,987	UNCH	$288
ENB	7,987	UNCH	$288
GOLDMAN SACHS GROUP INC	746	+6	$288
GS	746	+6	$288
AUTOMATIC DATA PROCESSING IN	1,150	-50	$268
ADP	1,150	-50	$268
MCDONALDS CORP	890	UNCH	$264
MCD	890	UNCH	$264
VANGUARD INDEX FDS (VTI)	1,114	+1,114	$264
VTI	1,114	+1,114	$264
VANGUARD SCOTTSDALE FDS (VCSH)	3,404	+3,404	$263
VCSH	3,404	+3,404	$263
ZOETIS INC	1,317	UNCH	$260
ZTS	1,317	UNCH	$260
TESLA INC	945	UNCH	$235
TSLA	945	UNCH	$235
PALO ALTO NETWORKS INC	747	+747	$220
PANW	747	+747	$220
CSX CORP	6,200	+6,200	$215
CSX	6,200	+6,200	$215
DUPONT DE NEMOURS INC	2,742	+27	$211
DD	2,742	+27	$211
ENVIRI CORP			$0 (exited)
HSC	0	-37,650	$0
ISHARES TR			$0 (exited)
SHY	0	-2,950	$0
VMWARE INC	0	-1,600	$0 (exited)
VMW	0	-1,600	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
AJG	+4,123	+$927
NVRI	+37,650	+$339
VTI	+1,114	+$264
VCSH	+3,404	+$263
PANW	+747	+$220
CSX	+6,200	+$215

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
HSC	-37,650	-$344
VMW	-1,600	-$266
SHY	-2,950	-$239

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SPTS	+23,739	+$878
SCHF	+13,549	+$670
IVV	+11,572	+$5,957
XLK	+11,295	+$2,998
AAPL	+3,947	+$2,808
XLV	+3,595	+$630
SCHO	+2,762	+$142
INTU	+1,354	+$916
XLP	+918	+$140
XLF	+768	+$241

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PFE	-32,160	-$1,332
XLRE	-14,877	-$18
VWO	-8,095	+$170
IGSB	-6,148	+$272
VZ	-5,961	+$84
MDT	-5,687	-$309
AMZN	-5,628	+$903
VEA	-4,524	+$1,571
KO	-4,350	-$157

Nelson Capital Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $446,964
At 09/30/2023: $407,894

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

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