Nelson Capital Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Menlo Park, CA
CIK
0001512611
Alternate names
Nelson Roberts Investment Advisors, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 110 594,124 NVDA, MSFT, VEA, SPTS 13F-HR 11/4/2024 000108514624005339
Q2 2024 105 563,542 NVDA, MSFT, VEA, SPTS 13F-HR 8/7/2024 000108514624003553
Q1 2024 103 523,052 NVDA, MSFT, VEA, IGSB 13F-HR 5/6/2024 000108514624002281
Q4 2023 94 446,967 NVDA, MSFT, IGSB, VEA 13F-HR 1/26/2024 000108514624000528
Q3 2023 91 407,824 NVDA, MSFT, IGSB, VEA 13F-HR 11/14/2023 000108514623004410
Q2 2023 91 387,177 MSFT, IGSB, NVDA, VEA 13F-HR 8/10/2023 000108514623003238
Q1 2023 89 352,130 MSFT, VEA, AAPL, VB 13F-HR 5/9/2023 000108514623002176
Q4 2022 90 340,773 MSFT, VB, AAPL, VEA 13F-HR 2/2/2023 000108514623000604
Q3 2022 97 340,263 MSFT, AAPL, KO, VB 13F-HR 11/2/2022 000108514622003746
Q2 2022 98 362,110 MSFT, KO, IVV, AAPL 13F-HR 7/26/2022 000108514622002600
Q1 2022 105 511,267 JPST, MSFT, AAPL, SPTS 13F-HR 5/2/2022 000108514622001663
Q4 2021 106 540,721 JPST, SPTS, MSFT, AAPL 13F-HR 2/14/2022 000108514622000918
Q3 2021 98 502,733 SPTS, JPST, MSFT, VB 13F-HR 11/8/2021 000108514621003065
Q2 2021 98 494,094 SPTS, JPST, MSFT, VB 13F-HR 8/10/2021 000108514621002326
Q1 2021 98 467,512 SPTS, JPST, VB, AMZN 13F-HR 5/10/2021 000108514621001545
Q4 2020 95 465,108 SPTS, JPST, AMZN, AAPL 13F-HR 2/17/2021 000108514621001022
Q3 2020 96 571,505 SPTS, JPST, AMZN, MSFT 13F-HR 11/13/2020 000108514620002904
Q2 2020 91 458,813 AMZN, MSFT, GOOG, VB 13F-HR 8/13/2020 000108514620002194
Q1 2020 87 372,389 IJR, AMZN, MSFT, GOOG 13F-HR 5/12/2020 000108514620001433
Q4 2019 100 475,674 IJR, GOOG, MSFT, VEA 13F-HR 2/10/2020 000108514620000522
Q3 2019 342 421,781 IJR, GOOG, COST, VEA 13F-HR 11/8/2019 000166773119000300
Q2 2019 316 422,946 IJR, AMZN, GOOG, VEA 13F-HR 7/25/2019 000166773119000212
Q1 2019 312 400,946 IJR, GOOG, AMZN, VEA 13F-HR 5/9/2019 000166773119000145
Q4 2018 291 358,839 IJR, AMZN, GOOG, VEA 13F-HR 1/30/2019 000166773119000005
Q3 2018 307 434,745 IJR, AMZN, VEA, GOOG 13F-HR 10/9/2018 000166773118000233
Q2 2018 260 388,987 IJR, VEA, AMZN, GOOG 13F-HR 7/17/2018 000166773118000201
Q1 2018 263 385,815 IJR, VEA, AMZN, GOOG 13F-HR 4/20/2018 000166773118000170
Q4 2017 352 320,727 GOOG, AMZN, UNH, COST 13F-HR 1/26/2018 000166773118000012
Q3 2017 247 303,351 GOOG, AMZN, UNH, COST 13F-HR 11/2/2017 000166773117000209
Q2 2017 308 295,117 AMZN, COST, UNH, GOOG 13F-HR 8/11/2017 000166773117000185
Q1 2017 254 297,251 AMZN, COST, UNH, FRC 13F-HR 5/3/2017 000166773117000135
Q4 2016 260 286,347 AMZN, COST, AKAM, TJX 13F-HR 2/9/2017 000151261117000003
Q3 2016 254 282,040 AMZN, COST, TJX, GOOG 13F-HR 10/27/2016 000151261116000016
Q2 2016 277 266,047 AMZN, COST, TJX, XLU 13F-HR 8/10/2016 000151261116000014
Q1 2016 263 265,433 AMZN, MAS, COST, TJX 13F-HR 5/6/2016 000151261116000013
Q4 2015 264 260,190 AMZN, COST, DIS, UPS 13F-HR 2/2/2016 000151261116000009
Q3 2015 261 261,309 AMZN, AKAM, UPS, COST 13F-HR 10/22/2015 000151261115000007
Q2 2015 268 276,560 AMZN, AKAM, DIS, SLB 13F-HR 7/30/2015 000151261115000006
Q1 2015 277 277,263 WWAV, AMZN, AKAM, COST 13F-HR 5/12/2015 000151261115000004
Q4 2014 315 269,829 TJX, UPS, WWAV, COST 13F-HR 2/9/2015 000151261115000002
Q3 2014 322 264,964 SLB, IVZ, WWAV, TJX 13F-HR 10/31/2014 000151261114000006
Q2 2014 313 249,760 IVZ, DEO, UPS, QCOM 13F-HR 8/14/2014 000151261114000005
Q1 2014 264 227,541 IVZ, DEO, AMZN, QCOM 13F-HR 5/14/2014 000151261114000004
Q4 2013 242 224,894 AMZN, DEO, IVZ, QCOM 13F-HR 2/12/2014 000151261114000002