Nelson Capital Management, LLC Q3 2022 Filing

Filed November 3, 2022

Portfolio Value

$340.3M

Holdings

97

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (97 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
75,622$17.6M5.18%
2
AAPLAPPLE INC
120,006$16.6M4.87%
3
KOCOCA COLA CO
272,768$15.3M4.49%
4
VBVANGUARD INDEX FDS
85,293$14.6M4.28%
5
VEAVANGUARD TAX-MANAGED FDS
340,757$12.4M3.64%
6
GOOGALPHABET INC
104,242$10.0M2.95%
7
JPSTJ P MORGAN EXCHANGE TRADED F
198,711$10.0M2.93%
8
SPTSSPDR SER TR
333,311$9.6M2.83%
9
VUSBVANGUARD BD INDEX FDS
185,436$9.1M2.67%
10
VWOVANGUARD INTL EQUITY INDEX F
229,007$8.4M2.46%
11
AMZNAMAZON COM INC
70,304$7.9M2.33%
12
SCHWSCHWAB CHARLES CORP
99,472$7.1M2.10%
13
GISGENERAL MLS INC
90,453$6.9M2.04%
14
TTTRANE TECHNOLOGIES PLC
45,024$6.5M1.92%
15
PGPROCTER AND GAMBLE CO
51,464$6.5M1.91%
16
AEMAGNICO EAGLE MINES LTD
149,912$6.3M1.86%
17
TMOTHERMO FISHER SCIENTIFIC INC
11,825$6.0M1.76%
18
QCOMQUALCOMM INC
52,638$5.9M1.75%
19
CVXCHEVRON CORP NEW
41,085$5.9M1.73%
20
COSTCOSTCO WHSL CORP NEW
12,298$5.8M1.71%
21
XOMEXXON MOBIL CORP
63,138$5.5M1.62%
22
SCHESCHWAB STRATEGIC TR
240,354$5.4M1.58%
23
CSCOCISCO SYS INC
132,810$5.3M1.56%
24
VPUVANGUARD WORLD FDS
36,507$5.2M1.53%
25
VVISA INC
28,520$5.1M1.49%
26
JPMJPMORGAN CHASE & CO
45,051$4.7M1.38%
27
SHELSHELL PLC
94,393$4.7M1.38%
28
UNHUNITEDHEALTH GROUP INC
9,254$4.7M1.37%
29
MASMASCO CORP
99,567$4.6M1.37%
30
MDTMEDTRONIC PLC
57,504$4.6M1.36%
31
NVDANVIDIA CORPORATION
37,850$4.6M1.35%
32
LINLINDE PLC
16,657$4.5M1.32%
33
ZTSZOETIS INC
29,395$4.4M1.28%
34
FRCBFIRST REP BK SAN FRANCISCO C
32,168$4.2M1.23%
35
BACVERIZON COMMUNICATIONS INC
108,638$4.1M1.21%
36
ROPROPER TECHNOLOGIES INC
11,359$4.1M1.20%
37
IVVISHARES TR
10,286$3.7M1.08%
38
HDHOME DEPOT INC
12,557$3.5M1.02%
39
DEODIAGEO PLC
20,025$3.4M1.00%
40
MRKMERCK & CO INC
37,976$3.3M0.96%
41
CMCSACOMCAST CORP NEW
110,321$3.2M0.95%
42
TJXTJX COS INC NEW
49,628$3.1M0.91%
43
NEMNEWMONT CORP
72,547$3.0M0.90%
44
XLKSELECT SECTOR SPDR TR
24,844$3.0M0.87%
45
USBUS BANCORP DEL
69,182$2.8M0.82%
46
SYKSTRYKER CORPORATION
13,159$2.7M0.78%
47
BKNGBOOKING HOLDINGS INC
1,532$2.5M0.74%
48
FQIDIGITAL RLTY TR INC
24,186$2.4M0.71%
49
XYLXYLEM INC
24,963$2.2M0.64%
50
SPYSPDR S&P 500 ETF TR
5,953$2.1M0.62%
51
DISDISNEY WALT CO
21,206$2.0M0.59%
52
EQREQUITY RESIDENTIAL
28,170$1.9M0.56%
53
JEPIJ P MORGAN EXCHANGE TRADED F
35,931$1.8M0.54%
54
XLVSELECT SECTOR SPDR TR
12,910$1.6M0.46%
55
INTCINTEL CORP
55,909$1.4M0.42%
56
ADBEADOBE SYSTEMS INCORPORATED
5,103$1.4M0.41%
57
DYHTARGET CORP
9,186$1.4M0.40%
58
XLESELECT SECTOR SPDR TR
18,331$1.3M0.39%
59
XLFISELECT SECTOR SPDR TR
19,511$1.3M0.38%
60
XLYSELECT SECTOR SPDR TR
8,777$1.3M0.37%
61
XLFSELECT SECTOR SPDR TR
40,731$1.2M0.36%
62
DOCUDOCUSIGN INC
20,424$1.1M0.32%
63
XLCSELECT SECTOR SPDR TR
22,695$1.1M0.32%
64
GQ9SPDR GOLD TR
6,680$1.0M0.30%
65
IJRISHARES TR
10,727$935K0.27%
66
XLBSELECT SECTOR SPDR TR
13,531$920K0.27%
67
XLISELECT SECTOR SPDR TR
11,047$915K0.27%
68
CRBUCARIBOU BIOSCIENCES INC
85,020$897K0.26%
69
JNJJOHNSON & JOHNSON
4,763$778K0.23%
70
SCHOSCHWAB STRATEGIC TR
15,546$750K0.22%
71
ORCLORACLE CORP
11,144$681K0.20%
72
ABBVABBVIE INC
5,041$677K0.20%
73
JSCPJ P MORGAN EXCHANGE TRADED F
14,900$675K0.20%
74
PFFDGLOBAL X FDS
32,733$671K0.20%
75
SCHFSCHWAB STRATEGIC TR
23,867$671K0.20%
76
VCSHVANGUARD SCOTTSDALE FDS
8,972$666K0.20%
77
GOOGLALPHABET INC
6,740$645K0.19%
78
AMGNAMGEN INC
2,672$602K0.18%
79
TEAMATLASSIAN CORP PLC
2,606$549K0.16%
80
XLRESELECT SECTOR SPDR TR
11,884$428K0.13%
81
NUENUCOR CORP
3,582$383K0.11%
82
ABTABBOTT LABS
3,651$353K0.10%
83
BRK/BBERKSHIRE HATHAWAY INC DEL
1,247$333K0.10%
84
ENBENBRIDGE INC
7,987$296K0.09%
85
ADPAUTOMATIC DATA PROCESSING IN
1,200$271K0.08%
86
TSLATESLA INC
945$251K0.07%
87
IWOISHARES TR
1,150$238K0.07%
88
BACBK OF AMERICA CORP
7,802$236K0.07%
89
DDDUPONT DE NEMOURS INC
4,665$235K0.07%
90
CTVACORTEVA INC
3,993$228K0.07%
91
GSGOLDMAN SACHS GROUP INC
740$217K0.06%
92
SHYISHARES TR
2,572$209K0.06%
93
MCDMCDONALDS CORP
890$205K0.06%
94
CRMSALESFORCE INC
1,395$201K0.06%
95
NVRIHARSCO CORP
37,650$141K0.04%
96
AEGAEGON N V
18,211$72K0.02%
97
BLNDBLEND LABS INC
26,509$59K0.02%