Nelson-Capital-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABNB", "ABT", "ABBV", "ADBE", "VONG", "GOOGL", "AVGO", "CRBU", "NVRI", "HD", "MCD", "INTU", "QCOM", null, "EMXC", "EMR", "BKNG", "META", null, "LRCX", "LIN", "MDT", "MSFT", "IJR", "ORCL", "PANW", "PEP", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PFE", "PG", "MRK", "VZ", "AMGN", "MAS", "SPGI", null, null, "ROP", "SHEL", "GLD", null, null, null, "IBM", "SYK", "TEL", "TMO", "TJX", "SCHW", null, "VWO", "IWO", "XLB", null, null, null, null, "AJG", "AMZN", null, "TPL", null, "VUG", "VEA", "VB", "VOO", null, "V", "WMT", null, "XYL", null, "AEM", "SCHF", "CRM", null, "NUE", "KMB", "BRK-B", "CVX", "CB", "CSCO", "KO", "CMCSA", "COST", "QQQ", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "PH", "XLK", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 101
- Total Value
- 578962819
- Accession Number
- 0001085146-25-002617
- Form Type
- 13F-HR
- Manager Name
- Nelson-Capital-Management
Data Enrichment
82% identified83 identified18 unidentified
Holdings
101 positions • $579.0M total value
Manager:
Search and click to pin securities to the top
Page 6 of 6
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
85.0K | YoY 0.00% (-0) | All Managers (Combined) | $77.6K | 0.0% ($77.6K/$579.0M) |