Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NELSON CAPITAL MANAGEMENT LLC | 11-14-2023 | 09-30-2023 | 91 | 407,824,023 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 51 | $3,284,280 | 96,398 | 0.00 | 0.00 | 1,238 | 1.30 | 09-30-2023 |
| MEDTRONIC PLC | SHS | 52 | $3,109,929 | 39,684 | 0.00 | 0.00 | -1,028 | -2.53 | 09-30-2023 |
| PFIZER INC | COM | 53 | $3,079,470 | 92,839 | 0.00 | 0.00 | -1,926 | -2.03 | 09-30-2023 |
| AGNICO EAGLE MINES LTD | COM | 54 | $3,077,920 | 67,721 | 0.00 | 0.00 | -2,228 | -3.19 | 09-30-2023 |
