0001085146-21-001545.txt : 20210510 0001085146-21-001545.hdr.sgml : 20210510 20210510170315 ACCESSION NUMBER: 0001085146-21-001545 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210510 DATE AS OF CHANGE: 20210510 EFFECTIVENESS DATE: 20210510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nelson Capital Management, LLC CENTRAL INDEX KEY: 0001512611 IRS NUMBER: 200745262 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14154 FILM NUMBER: 21908228 BUSINESS ADDRESS: STREET 1: 545 MIDDLEFIELD ROAD STREET 2: SUITE 200 CITY: MENLO PARK STATE: CA ZIP: 94025 BUSINESS PHONE: (650) 322- 4000 MAIL ADDRESS: STREET 1: 545 MIDDLEFIELD ROAD STREET 2: SUITE 200 CITY: MENLO PARK STATE: CA ZIP: 94025 FORMER COMPANY: FORMER CONFORMED NAME: Nelson Roberts Investment Advisors, LLC DATE OF NAME CHANGE: 20110209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001512611 XXXXXXXX 03-31-2021 03-31-2021 false Nelson Capital Management, LLC

545 MIDDLEFIELD ROAD SUITE 200 MENLO PARK CA 94025

13F HOLDINGS REPORT 028-14154 N Stephen P. Philpott 650-322-4000 /s/ Stephen P. Philpott Menlo Park CA 05-10-2021 0 98 467512 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 511 4266 SH SOLE 4266 0 0 ABBVIE INC COM 00287Y109 605 5591 SH SOLE 5591 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 5592 11763 SH SOLE 11763 0 0 AEGON N V NY REGISTRY SHS 007924103 92 19511 SH SOLE 19511 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 2440 23945 SH SOLE 23945 0 0 ALPHABET INC CAP STK CL A 02079K305 887 430 SH SOLE 430 0 0 ALPHABET INC CAP STK CL C 02079K107 11584 5600 SH SOLE 5600 0 0 AMAZON COM INC COM 023135106 18784 6071 SH SOLE 6071 0 0 AMGEN INC COM 031162100 696 2797 SH SOLE 2797 0 0 APPLE INC COM 037833100 15988 130885 SH SOLE 130885 0 0 ATLASSIAN CORP PLC CL A G06242104 570 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 302 1600 SH SOLE 1600 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 249 977 SH SOLE 977 0 0 BK OF AMERICA CORP COM 060505104 378 9770 SH SOLE 9770 0 0 BOEING CO COM 097023105 240 941 SH SOLE 941 0 0 CHEVRON CORP NEW COM 166764100 4007 38236 SH SOLE 38236 0 0 CHEWY INC CL A 16679L109 3781 44630 SH SOLE 44630 0 0 CISCO SYS INC COM 17275R102 7248 140162 SH SOLE 140162 0 0 COCA COLA CO COM 191216100 14481 274729 SH SOLE 274729 0 0 COMCAST CORP NEW CL A 20030N101 3753 69366 SH SOLE 69366 0 0 CORTEVA INC COM 22052L104 375 8043 SH SOLE 8043 0 0 COSTCO WHSL CORP NEW COM 22160K105 9669 27433 SH SOLE 27433 0 0 CSX CORP COM 126408103 303 3139 SH SOLE 3139 0 0 DANIMER SCIENTIFIC INC COM CL A 236272100 1716 45454 SH SOLE 45454 0 0 DIAGEO PLC SPON ADR NEW 25243Q205 3479 21189 SH SOLE 21189 0 0 DIGITAL RLTY TR INC COM 253868103 3465 24601 SH SOLE 24601 0 0 DISNEY WALT CO COM 254687106 9974 54052 SH SOLE 54052 0 0 DOCUSIGN INC COM 256163106 9975 49270 SH SOLE 49270 0 0 DUPONT DE NEMOURS INC COM 26614N102 361 4665 SH SOLE 4665 0 0 ENBRIDGE INC COM 29250N105 301 8267 SH SOLE 8267 0 0 EXXON MOBIL CORP COM 30231G102 949 16992 SH SOLE 16992 0 0 FACEBOOK INC CL A 30303M102 298 1011 SH SOLE 1011 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 8818 52880 SH SOLE 52880 0 0 GENERAL MLS INC COM 370334104 4734 77194 SH SOLE 77194 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 2259 63295 SH SOLE 63295 0 0 GLOBAL X FDS US PFD ETF 37954Y657 1156 45316 SH SOLE 45316 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 242 740 SH SOLE 740 0 0 HARSCO CORP COM 415864107 989 57650 SH SOLE 57650 0 0 HOME DEPOT INC COM 437076102 8031 26310 SH SOLE 26310 0 0 ILLUMINA INC COM 452327109 7867 20484 SH SOLE 20484 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 275 1942 SH SOLE 1942 0 0 IRON MTN INC NEW COM 46284V101 3179 85895 SH SOLE 85895 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 1817 21071 SH SOLE 21071 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1377 12687 SH SOLE 12687 0 0 ISHARES TR CORE S&P500 ETF 464287200 1660 4173 SH SOLE 4173 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 397 1320 SH SOLE 1320 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 1307 22496 SH SOLE 22496 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 35478 699011 SH SOLE 699011 0 0 JOHNSON & JOHNSON COM 478160104 888 5402 SH SOLE 5402 0 0 JPMORGAN CHASE & CO COM 46625H100 7353 48302 SH SOLE 48302 0 0 LINDE PLC SHS G5494J103 7288 26016 SH SOLE 26016 0 0 MASCO CORP COM 574599106 6410 107008 SH SOLE 107008 0 0 MCDONALDS CORP COM 580135101 218 972 SH SOLE 972 0 0 MEDTRONIC PLC SHS G5960L103 7441 62986 SH SOLE 62986 0 0 MERCK & CO. INC COM 58933Y105 267 3460 SH SOLE 3460 0 0 MICROSOFT CORP COM 594918104 17865 75775 SH SOLE 75775 0 0 NORFOLK SOUTHN CORP COM 655844108 214 797 SH SOLE 797 0 0 NUCOR CORP COM 670346105 317 3944 SH SOLE 3944 0 0 NVIDIA CORPORATION COM 67066G104 6123 11468 SH SOLE 11468 0 0 ORACLE CORP COM 68389X105 4986 71063 SH SOLE 71063 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 227 2225 SH SOLE 2225 0 0 PROCTER AND GAMBLE CO COM 742718109 6301 46526 SH SOLE 46526 0 0 QUALCOMM INC COM 747525103 7359 55500 SH SOLE 55500 0 0 QUIDEL CORP COM 74838J101 2635 20601 SH SOLE 20601 0 0 ROPER TECHNOLOGIES INC COM 776696106 4922 12202 SH SOLE 12202 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1394 37850 SH SOLE 37850 0 0 SALESFORCE COM INC COM 79466L302 5499 25953 SH SOLE 25953 0 0 SCHWAB CHARLES CORP COM 808513105 6964 106845 SH SOLE 106845 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1009 26830 SH SOLE 26830 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3555 69287 SH SOLE 69287 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 2127 29012 SH SOLE 29012 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 1803 36756 SH SOLE 36756 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 496 12563 SH SOLE 12563 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1775 10563 SH SOLE 10563 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1380 20199 SH SOLE 20199 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1938 16604 SH SOLE 16604 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1351 39672 SH SOLE 39672 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1362 13838 SH SOLE 13838 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 625 7934 SH SOLE 7934 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3881 29220 SH SOLE 29220 0 0 SPDR GOLD TR GOLD SHS 78463V107 975 6096 SH SOLE 6096 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1805 4555 SH SOLE 4555 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 44966 1466605 SH SOLE 1466605 0 0 TESLA INC COM 88160R101 217 325 SH SOLE 325 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 5846 12809 SH SOLE 12809 0 0 TRANE TECHNOLOGIES PLC SHS G8994E103 7977 48182 SH SOLE 48182 0 0 US BANCORP DEL COM NEW 902973304 3962 71627 SH SOLE 71627 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 208 570 SH SOLE 570 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 19091 89177 SH SOLE 89177 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7260 139490 SH SOLE 139490 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3195 38733 SH SOLE 38733 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 15396 313509 SH SOLE 313509 0 0 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3258 23184 SH SOLE 23184 0 0 VENTAS INC COM 92276F100 4069 76280 SH SOLE 76280 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6708 115352 SH SOLE 115352 0 0 VISA INC COM CL A 92826C839 6379 30127 SH SOLE 30127 0 0 XYLEM INC COM 98419M100 2600 24724 SH SOLE 24724 0 0 ZOETIS INC CL A 98978V103 4988 31673 SH SOLE 31673 0 0