0001085146-21-002326.txt : 20210810 0001085146-21-002326.hdr.sgml : 20210810 20210810115537 ACCESSION NUMBER: 0001085146-21-002326 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210810 DATE AS OF CHANGE: 20210810 EFFECTIVENESS DATE: 20210810 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: 211159058 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 06-30-2021 06-30-2021 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 08-08-2021 0 98 494094 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 483 4166 SH SOLE 4166 0 0 ABBVIE INC COM 00287Y109 630 5591 SH SOLE 5591 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 6662 11376 SH SOLE 11370 0 6 AEGON N V NY REGISTRY SHS 007924103 81 19511 SH SOLE 19511 0 0 ALPHABET INC CAP STK CL A 02079K305 952 390 SH SOLE 390 0 0 ALPHABET INC CAP STK CL C 02079K107 14318 5713 SH SOLE 5702 0 11 AMAZON COM INC COM 023135106 16093 4678 SH SOLE 4669 0 9 AMGEN INC COM 031162100 682 2797 SH SOLE 2797 0 0 APPLE INC COM 037833100 17937 130965 SH SOLE 130798 0 167 ATLASSIAN CORP PLC CL A G06242104 695 2706 SH SOLE 2706 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 298 1500 SH SOLE 1500 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 272 977 SH SOLE 977 0 0 BK OF AMERICA CORP COM 060505104 407 9872 SH SOLE 9872 0 0 BOEING CO COM 097023105 225 941 SH SOLE 941 0 0 BOOKING HOLDINGS INC COM 09857L108 3952 1806 SH SOLE 1802 0 4 CHEVRON CORP NEW COM 166764100 4162 39734 SH SOLE 39682 0 52 CHEWY INC CL A 16679L109 3645 45723 SH SOLE 45671 0 52 CISCO SYS INC COM 17275R102 7468 140910 SH SOLE 140760 0 150 COCA COLA CO COM 191216100 14866 274729 SH SOLE 274729 0 0 COMCAST CORP NEW CL A 20030N101 4009 70303 SH SOLE 70230 0 73 CORTEVA INC COM 22052L104 268 6043 SH SOLE 6043 0 0 COSTCO WHSL CORP NEW COM 22160K105 10995 27788 SH SOLE 27738 0 50 CSX CORP COM 126408103 298 9300 SH SOLE 9300 0 0 DANIMER SCIENTIFIC INC COM CL A 236272100 1156 46155 SH SOLE 45954 0 201 DIAGEO PLC SPON ADR NEW 25243Q205 4097 21371 SH SOLE 21347 0 24 DIGITAL RLTY TR INC COM 253868103 3834 25481 SH SOLE 25453 0 28 DISNEY WALT CO COM 254687106 9518 54148 SH SOLE 54093 0 55 DOCUSIGN INC COM 256163106 12254 43832 SH SOLE 43804 0 28 DUPONT DE NEMOURS INC COM 26614N102 361 4665 SH SOLE 4665 0 0 ENBRIDGE INC COM 29250N105 331 8267 SH SOLE 8267 0 0 EXXON MOBIL CORP COM 30231G102 1164 18453 SH SOLE 18417 0 36 FACEBOOK INC CL A 30303M102 332 956 SH SOLE 956 0 0 FIRST REP BK SAN FRANCISCO C COM 33616C100 9976 53301 SH SOLE 53202 0 99 GENERAL MLS INC COM 370334104 4784 78523 SH SOLE 78435 0 88 GLOBAL X FDS US PFD ETF 37954Y657 1484 56700 SH SOLE 56700 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 281 740 SH SOLE 740 0 0 HARSCO CORP COM 415864107 769 37650 SH SOLE 37650 0 0 HOME DEPOT INC COM 437076102 4156 13031 SH SOLE 13018 0 13 ILLUMINA INC COM 452327109 9781 20670 SH SOLE 20647 0 23 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 273 1810 SH SOLE 1810 0 0 IRON MTN INC NEW COM 46284V101 3741 88391 SH SOLE 88298 0 93 ISHARES TR 1 3 YR TREAS BD 464287457 1774 20589 SH SOLE 20589 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1413 12509 SH SOLE 12509 0 0 ISHARES TR CORE S&P500 ETF 464287200 1656 3853 SH SOLE 3853 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 379 1215 SH SOLE 1215 0 0 J P MORGAN EXCHANGE-TRADED F EQUITY PREMIUM 46641Q332 1625 26830 SH SOLE 26830 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 36134 712136 SH SOLE 712136 0 0 JOHNSON & JOHNSON COM 478160104 866 5258 SH SOLE 5258 0 0 JPMORGAN CHASE & CO COM 46625H100 7550 48539 SH SOLE 48494 0 45 LINDE PLC SHS G5494J103 7591 26259 SH SOLE 26230 0 29 MASCO CORP COM 574599106 6342 107655 SH SOLE 107538 0 117 MCDONALDS CORP COM 580135101 222 961 SH SOLE 961 0 0 MEDTRONIC PLC SHS G5960L103 7880 63482 SH SOLE 63413 0 69 MERCK & CO INC COM 58933Y105 270 3470 SH SOLE 3470 0 0 MICROSOFT CORP COM 594918104 20438 75445 SH SOLE 75320 0 125 NORFOLK SOUTHN CORP COM 655844108 212 797 SH SOLE 797 0 0 NUCOR CORP COM 670346105 344 3582 SH SOLE 3582 0 0 NVIDIA CORPORATION COM 67066G104 5285 6605 SH SOLE 6605 0 0 ORACLE CORP COM 68389X105 1008 12946 SH SOLE 12946 0 0 PROCTER AND GAMBLE CO COM 742718109 6312 46776 SH SOLE 46732 0 44 QUALCOMM INC COM 747525103 7970 55760 SH SOLE 55699 0 61 ROPER TECHNOLOGIES INC COM 776696106 5775 12281 SH SOLE 12268 0 13 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 1538 39596 SH SOLE 39528 0 68 SALESFORCE COM INC COM 79466L302 6409 26237 SH SOLE 26208 0 29 SCHWAB CHARLES CORP COM 808513105 7805 107198 SH SOLE 107083 0 115 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1058 26830 SH SOLE 26830 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2699 52689 SH SOLE 52689 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1979 24436 SH SOLE 24436 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2055 38143 SH SOLE 38143 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1548 42178 SH SOLE 42178 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 623 14053 SH SOLE 14053 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1738 9736 SH SOLE 9736 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1423 20336 SH SOLE 20336 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1869 14839 SH SOLE 14839 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1335 13034 SH SOLE 13034 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 700 8509 SH SOLE 8509 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4129 27966 SH SOLE 27966 0 0 SPDR GOLD TR GOLD SHS 78463V107 1000 6040 SH SOLE 6040 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2167 5063 SH SOLE 5063 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 44777 1461383 SH SOLE 1461383 0 0 STRYKER CORPORATION COM 863667101 4053 15606 SH SOLE 15588 0 18 TARGET CORP COM 87612E106 2793 11554 SH SOLE 11541 0 13 TESLA INC COM 88160R101 221 325 SH SOLE 325 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6550 12983 SH SOLE 12969 0 14 TJX COS INC NEW COM 872540109 3784 56125 SH SOLE 55976 0 149 TRANE TECHNOLOGIES PLC SHS G8994E103 8949 48598 SH SOLE 48547 0 51 US BANCORP DEL COM NEW 902973304 4120 72326 SH SOLE 72245 0 81 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 220 559 SH SOLE 559 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 20335 90266 SH SOLE 90168 0 98 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9740 179341 SH SOLE 179041 0 300 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 2986 36106 SH SOLE 36106 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 16453 319345 SH SOLE 318953 0 392 VANGUARD WORLD FDS UTILITIES ETF 92204A876 3255 23461 SH SOLE 23436 0 25 VENTAS INC COM 92276F100 4382 76747 SH SOLE 76679 0 68 VERIZON COMMUNICATIONS INC COM 92343V104 6556 117010 SH SOLE 116890 0 120 VISA INC COM CL A 92826C839 7103 30377 SH SOLE 30346 0 31 XYLEM INC COM 98419M100 3061 25513 SH SOLE 25484 0 29 ZOETIS INC CL A 98978V103 5945 31903 SH SOLE 31869 0 34