Nelson Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$594M
Signature - Title
Stephen P. Philpott - Chief Compliance Officer
Location
Menlo Park, CA
Summary
This page shows a list of all the recent 13F filings made by Nelson Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Nelson Capital Management, LLC reported 109 stock holdings with total value $594M as of Q3 2024. Top holdings included NVDA, MSFT, VEA, SPTS, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 109 $594M +$23.5M -$9.78M +$13.7M NVDA, MSFT, VEA, SPTS, AAPL 13F-HR 11/4/2024, 12:58 PM
Q2 2024 105 $564M +$122M -$9.6M +$112M NVDA, MSFT, VEA, SPTS, IGSB 13F-HR 8/7/2024, 07:21 PM
Q1 2024 103 $523M +$31.6M -$25.3M +$6.36M NVDA, MSFT, VEA, IGSB, SPTS 13F-HR 5/6/2024, 09:47 PM
Q4 2023 94 $447M +$13.5M -$13.6M -$135K NVDA, MSFT, IGSB, VEA, AAPL 13F-HR 1/26/2024, 05:24 PM
Q3 2023 91 $408M +$43.2M -$13.2M +$30M NVDA, MSFT, IGSB, VEA, AAPL 13F-HR 11/14/2023, 01:52 PM
Q2 2023 91 $387M +$30.7M -$18.3M +$12.5M MSFT, IGSB, NVDA, VEA, AAPL 13F-HR 8/10/2023, 05:09 PM
Q1 2023 89 $352M +$39.8M -$44M -$4.12M MSFT, VEA, AAPL, VB, XLI 13F-HR 5/9/2023, 05:09 PM
Q4 2022 90 $341M +$19.2M -$42.3M -$23.1M MSFT, VB, AAPL, VEA, VWO 13F-HR 2/2/2023, 09:24 PM
Q3 2022 97 $340M +$34M -$24M +$10.1M MSFT, AAPL, KO, VB, VEA 13F-HR 11/2/2022, 08:28 PM
Q2 2022 98 $362M +$42.3M -$117M -$75.1M MSFT, KO, IVV, AAPL, VB 13F-HR 7/26/2022, 07:30 PM
Q1 2022 105 $511M +$44.1M -$40.9M +$3.22M JPST, MSFT, AAPL, SPTS, JSCP 13F-HR 5/2/2022, 05:09 PM
Q4 2021 106 $541M +$30.2M -$22.1M +$8.12M JPST, SPTS, MSFT, AAPL, VB 13F-HR 2/11/2022, 08:48 PM
Q3 2021 98 $503M +$23.1M -$8.97M +$14.1M SPTS, JPST, MSFT, VB, AAPL 13F-HR 11/8/2021, 08:40 PM
Q2 2021 98 $494M +$21.7M -$30M -$8.36M SPTS, JPST, MSFT, VB, AAPL 13F-HR 8/10/2021, 11:55 AM
Q1 2021 98 $468M +$20.7M -$28.3M -$7.62M SPTS, JPST, VB, AMZN, MSFT 13F-HR 5/10/2021, 05:03 PM
Q4 2020 95 $465M +$8.56M -$166M -$158M SPTS, JPST, AMZN, AAPL, MSFT 13F-HR 2/17/2021, 12:26 PM
Q3 2020 96 $572M +$132M -$38.2M +$93.5M SPTS, JPST, AMZN, MSFT, AAPL 13F-HR 11/12/2020, 05:41 PM
Q2 2020 91 $459M +$45.2M -$27.1M +$18.1M AMZN, MSFT, GOOG, VB, AAPL 13F-HR 8/13/2020, 02:32 PM
Q1 2020 87 $372M +$23.3M -$52.2M -$28.9M IJR, AMZN, MSFT, GOOG, VEA 13F-HR 5/12/2020, 04:30 PM
Q4 2019 100 $476M +$52M -$28.3M +$23.7M IJR, GOOG, MSFT, VEA, AMZN 13F-HR 2/10/2020, 03:56 PM
Q3 2019 327 $413M +$12.7M -$17.3M -$4.63M IJR, GOOG, COST, VEA, AMZN 13F-HR 11/7/2019, 07:59 PM
Q2 2019 309 $423M +$25.3M -$20.1M +$5.22M IJR, AMZN, GOOG, VEA, MSFT 13F-HR 7/24/2019, 06:16 PM
Q1 2019 301 $401M +$39.7M -$41.5M -$1.8M IJR, GOOG, AMZN, VEA, COST 13F-HR 5/9/2019, 03:29 PM
Q4 2018 286 $359M +$38.3M -$47.3M -$9.07M IJR, AMZN, GOOG, VEA, COST 13F-HR 1/29/2019, 07:25 PM
Q3 2018 300 $435M +$18M -$22.3M -$4.28M IJR, AMZN, VEA, GOOG, COST 13F-HR 10/9/2018, 02:48 PM
Q2 2018 254 $329M +$19.9M -$31.2M -$11.3M AMZN, GOOG, UNH, COST, CRM 13F-HR 7/17/2018, 04:38 PM
Q1 2018 259 $386M +$74.7M -$11.2M +$63.5M IJR, VEA, AMZN, GOOG, COST 13F-HR 4/20/2018, 01:54 PM
Q4 2017 342 $321M +$6.76M -$11.9M -$5.13M GOOG, AMZN, UNH, COST, VZ 13F-HR 1/26/2018, 03:03 PM
Q3 2017 242 $303M +$34.3M -$35.7M -$1.46M GOOG, AMZN, UNH, COST, FRCB 13F-HR 11/1/2017, 06:53 PM
Q2 2017 294 $295M +$17.7M -$25.6M -$7.91M AMZN, COST, UNH, GOOG, FRCB 13F-HR 8/11/2017, 03:57 PM
Q1 2017 250 $297M +$13.7M -$14M -$291K AMZN, COST, UNH, FRCB, GOOG 13F-HR 5/3/2017, 02:26 PM
Q4 2016 253 $286M +$17.8M -$25.1M -$7.32M AMZN, COST, AKAM, TJX, UNH 13F-HR 2/8/2017, 06:32 PM
Q3 2016 249 $282M +$26.9M -$21.2M +$5.69M AMZN, COST, TJX, GOOG, SLB 13F-HR 10/27/2016, 01:10 PM
Q2 2016 267 $266M +$6.62M -$9.16M -$2.53M AMZN, COST, TJX, XLU, SLB 13F-HR 8/9/2016, 05:36 PM
Q1 2016 252 $265M +$22.7M -$18.9M +$3.87M AMZN, MAS, COST, TJX, GILD 13F-HR 5/6/2016, 01:00 PM
Q4 2015 254 $260M +$2.45M -$14.3M -$11.8M AMZN, COST, DIS, UPS, TJX 13F-HR 2/1/2016, 05:53 PM
Q3 2015 253 $261M +$17.5M -$15M +$2.48M AMZN, AKAM, UPS, COST, DIS 13F-HR 10/21/2015, 07:26 PM
Q2 2015 259 $277M +$14.1M -$13.4M +$690K AMZN, AKAM, DIS, SLB, UPS 13F-HR 7/30/2015, 04:25 PM
Q1 2015 264 $277M +$23.1M -$21.1M +$2.02M WWAV, AMZN, AKAM, COST, IVZ 13F-HR 5/12/2015, 01:38 PM
Q4 2014 302 $270M +$15.6M -$17.6M -$2.1M TJX, UPS, WWAV, COST, TROW 13F-HR 2/9/2015, 03:25 PM
Q3 2014 305 $265M +$28.7M -$13.4M +$15.3M SLB, IVZ, WWAV, TJX, UPS 13F-HR 10/31/2014, 05:15 PM
Q2 2014 297 $250M +$36.5M -$20.4M +$16.1M IVZ, DEO, UPS, QCOM, AMZN 13F-HR 8/13/2014, 05:32 PM
Q1 2014 254 $228M +$12.7M -$11.4M +$1.31M IVZ, DEO, AMZN, QCOM, UPS 13F-HR 5/14/2014, 05:15 PM
Q4 2013 231 $225M $0 $0 AMZN, DEO, IVZ, QCOM, PAYX 13F-HR 2/11/2014, 05:37 PM