UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
03-31-2024
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Nelson Capital Management, LLC
Address:
545 MIDDLEFIELD ROAD
SUITE 200
MENLO PARK, CA 94025
Form 13F File Number:
028-14154

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Stephen P. Philpott
Title:
Chief Compliance Officer
Phone:
650-322-4000


Signature, Place, and Date of Signing:

/s/ Stephen P. Philpott
                         [Signature]
Menlo Park, CALIFORNIA
                 [City, State]
05-06-2024
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
103
Form 13F Information table Value Total:
523052108
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM002824100662,7525,831SHSOLE5,831 0 0
ABBVIE INCCOM00287Y1094,732,59725,989SHSOLE25,943 0 46
ADOBE INCCOM00724F1014,094,3258,114SHSOLE8,107 0 7
AGILENT TECHNOLOGIES INCCOM00846U101205,1701,410SHSOLE1,410 0 0
AGNICO EAGLE MINES LTDCOM0084741084,009,55467,218SHSOLE67,063 0 155
AIRBNB INCCOM CL A0090661011,429,2148,664SHSOLE8,664 0 0
ALPHABET INCCAP STK CL A02079K305617,9084,094SHSOLE4,094 0 0
ALPHABET INCCAP STK CL C02079K10713,806,32890,676SHSOLE90,437 0 239
AMAZON COM INCCOM02313510611,261,48562,432SHSOLE62,261 0 171
AMGEN INCCOM0311621005,303,70618,654SHSOLE18,617 0 37
APPLE INCCOM03783310015,526,39590,543SHSOLE90,328 0 215
AUTOMATIC DATA PROCESSING INCOM053015103336,4001,347SHSOLE1,347 0 0
BERKSHIRE HATHAWAY INC DELCL B NEW084670702526,0711,251SHSOLE1,251 0 0
BOOKING HOLDINGS INCCOM09857L1084,161,1791,147SHSOLE1,143 0 4
CARIBOU BIOSCIENCES INCCOM142038108437,00385,020SHSOLE85,020 0 0
CHEVRON CORP NEWCOM1667641005,888,59237,331SHSOLE37,252 0 79
CHUBB LIMITEDCOMH1467J1042,504,9459,666SHSOLE9,666 0 0
CISCO SYS INCCOM17275R1025,994,686120,110SHSOLE119,842 0 268
COCA COLA COCOM1912161002,126,11534,751SHSOLE34,751 0 0
COMCAST CORP NEWCL A20030N1013,048,93670,333SHSOLE70,151 0 182
COSTCO WHSL CORP NEWCOM22160K1057,944,41410,844SHSOLE10,836 0 8
CSX CORPCOM126408103229,8346,200SHSOLE6,200 0 0
DIAGEO PLCSPON ADR NEW25243Q2052,434,39916,365SHSOLE16,317 0 48
DISNEY WALT COCOM2546871062,692,77722,007SHSOLE21,962 0 45
ELI LILLY & COCOM532457108253,615326SHSOLE326 0 0
EMERSON ELEC COCOM2910111042,843,32625,069SHSOLE24,973 0 96
ENBRIDGE INCCOM29250N105288,9707,987SHSOLE7,987 0 0
ENVIRI CORPCOM415864107344,49837,650SHSOLE37,650 0 0
EXXON MOBIL CORPCOM30231G1026,352,01754,646SHSOLE54,497 0 149
GALLAGHER ARTHUR J & COCOM3635761093,319,53213,276SHSOLE13,231 0 45
GENERAL MLS INCCOM3703341042,755,20939,377SHSOLE39,264 0 113
GLOBAL X FDSUS PFD ETF37954Y657583,22928,930SHSOLE28,930 0 0
GOLDMAN SACHS GROUP INCCOM38141G104309,091740SHSOLE740 0 0
HOME DEPOT INCCOM4370761023,641,6609,493SHSOLE9,473 0 20
INTEL CORPCOM4581401002,194,69549,687SHSOLE49,569 0 118
INTERNATIONAL BUSINESS MACHSCOM459200101266,3901,395SHSOLE1,395 0 0
INTUITCOM4612021031,277,2501,965SHSOLE1,965 0 0
INVESCO QQQ TRUNIT SER 146090E103380,517857SHSOLE857 0 0
ISHARES INCMSCI EMRG CHN46434G76411,086,198192,569SHSOLE192,202 0 367
ISHARES TRCORE S&P SCP ETF4642878041,370,69812,402SHSOLE12,336 0 66
ISHARES TRCORE S&P500 ETF4642872005,836,53111,102SHSOLE11,102 0 0
ISHARES TRCYBERSECURITY46435U1353,054,10565,189SHSOLE65,086 0 103
ISHARES TRISHS 1-5YR INVS46428864619,952,074389,081SHSOLE388,510 0 571
ISHARES TRRUS 2000 GRW ETF464287648345,2701,275SHSOLE1,275 0 0
ISHARES TRRUSSELL 2000 ETF464287655207,146985SHSOLE985 0 0
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q3321,954,56933,781SHSOLE33,781 0 0
J P MORGAN EXCHANGE TRADED FULTRA SHRT INC46641Q8371,316,69526,099SHSOLE26,099 0 0
JOHNSON & JOHNSONCOM478160104671,8334,247SHSOLE4,247 0 0
JPMORGAN CHASE & COCOM46625H1008,940,96944,638SHSOLE44,524 0 114
LAM RESEARCH CORPCOM512807108437,207450SHSOLE450 0 0
LINDE PLCSHSG549501036,156,41913,259SHSOLE13,226 0 33
MASCO CORPCOM5745991063,115,92039,502SHSOLE39,393 0 109
MCDONALDS CORPCOM580135101250,936890SHSOLE890 0 0
MEDTRONIC PLCSHSG5960L1033,433,12939,390SHSOLE39,299 0 91
MERCK & CO INCCOM58933Y1054,429,05833,564SHSOLE33,480 0 84
META PLATFORMS INCCL A30303M102512,2871,055SHSOLE1,055 0 0
MICROSOFT CORPCOM59491810431,588,67775,082SHSOLE74,931 0 151
NORFOLK SOUTHN CORPCOM655844108200,073785SHSOLE785 0 0
NUCOR CORPCOM670346105619,8233,132SHSOLE3,132 0 0
NVIDIA CORPORATIONCOM67066G10493,413,027103,383SHSOLE103,383 0 0
ORACLE CORPCOM68389X1051,182,8709,417SHSOLE9,417 0 0
PALO ALTO NETWORKS INCCOM697435105231,282814SHSOLE814 0 0
PEPSICO INCCOM713448108541,6563,095SHSOLE3,095 0 0
PFIZER INCCOM7170811032,433,66187,699SHSOLE87,385 0 314
PROCTER AND GAMBLE COCOM7427181098,077,81549,786SHSOLE49,686 0 100
QUALCOMM INCCOM7475251038,630,72750,979SHSOLE50,845 0 134
ROPER TECHNOLOGIES INCCOM7766961065,401,0269,630SHSOLE9,604 0 26
SALESFORCE INCCOM79466L3022,088,1076,933SHSOLE6,908 0 25
SCHWAB CHARLES CORPCOM8085131052,729,10837,726SHSOLE37,624 0 102
SCHWAB STRATEGIC TRINTL EQTY ETF8085248052,722,69969,777SHSOLE68,950 0 827
SCHWAB STRATEGIC TRSHT TM US TRES808524862773,09616,036SHSOLE16,036 0 0
SELECT SECTOR SPDR TRCOMMUNICATION81369Y8522,054,07625,154SHSOLE24,758 0 396
SELECT SECTOR SPDR TRENERGY81369Y5061,483,46515,713SHSOLE15,506 0 207
SELECT SECTOR SPDR TRFINANCIAL81369Y6052,173,39251,600SHSOLE50,738 0 862
SELECT SECTOR SPDR TRINDL81369Y70415,627,606124,068SHSOLE123,539 0 529
SELECT SECTOR SPDR TRRL EST SEL SEC81369Y8603,805,94996,280SHSOLE95,952 0 328
SELECT SECTOR SPDR TRSBI CONS DISCR81369Y4071,934,15610,518SHSOLE10,340 0 178
SELECT SECTOR SPDR TRSBI CONS STPLS81369Y3081,855,31924,297SHSOLE23,889 0 408
SELECT SECTOR SPDR TRSBI HEALTHCARE81369Y2092,939,53219,898SHSOLE19,565 0 333
SELECT SECTOR SPDR TRSBI MATERIALS81369Y100999,68310,762SHSOLE10,630 0 132
SELECT SECTOR SPDR TRTECHNOLOGY81369Y8038,730,05441,917SHSOLE41,461 0 456
SHELL PLCSPON ADS7802593055,218,74677,845SHSOLE77,627 0 218
SPDR GOLD TRGOLD SHS78463V1071,438,6006,993SHSOLE6,993 0 0
SPDR S&P 500 ETF TRTR UNIT78462F1036,911,88413,214SHSOLE13,214 0 0
SPDR SER TRPORTFOLIO SH TSR78468R10119,527,645675,230SHSOLE665,101 0 10,129
STRYKER CORPORATIONCOM8636671014,302,04512,021SHSOLE11,989 0 32
TARGET CORPCOM87612E106310,1181,750SHSOLE1,750 0 0
TE CONNECTIVITY LTDSHSH849891042,159,71914,870SHSOLE14,862 0 8
TEXAS INSTRS INCCOM882508104224,2091,287SHSOLE1,287 0 0
THERMO FISHER SCIENTIFIC INCCOM8835561024,894,9828,422SHSOLE8,403 0 19
TJX COS INC NEWCOM8725401094,621,10145,564SHSOLE45,442 0 122
UNITEDHEALTH GROUP INCCOM91324P1026,353,92712,844SHSOLE12,814 0 30
VANGUARD INDEX FDSS&P 500 ETF SHS922908363226,410471SHSOLE471 0 0
VANGUARD INDEX FDSSMALL CP ETF92290875118,742,78281,993SHSOLE81,713 0 280
VANGUARD INDEX FDSTOTAL STK MKT922908769289,5141,114SHSOLE1,114 0 0
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428586,309,424151,052SHSOLE150,454 0 598
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT92194385822,057,044439,646SHSOLE438,194 0 1,452
VANGUARD WORLD FDINF TECH ETF92204A702206,590394SHSOLE394 0 0
VANGUARD WORLD FDUTILITIES ETF92204A8765,553,99338,954SHSOLE38,826 0 128
VERIZON COMMUNICATIONS INCCOM92343V1042,445,66858,286SHSOLE58,157 0 129
VISA INCCOM CL A92826C8398,042,29028,817SHSOLE28,737 0 80
WALMART INCCOM931142103356,3275,922SHSOLE5,922 0 0
XYLEM INCCOM98419M1002,766,38321,405SHSOLE21,348 0 57