Nelson Roberts Investment Advisors

Latest statistics and disclosures from Nelson Roberts Investment Advisors's latest quarterly 13F-HR filing:

Nelson Roberts Investment Advisors portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Invesco Ltd shs 3.74 +2.00% 230148 37.00 0.00
DEO Diageo 3.54 +3.00% 64692 124.59 117.58
Amazon 3.45 +3.00% 23315 336.35 0.00
QCOM QUALCOMM 3.36 +3.00% 96841 78.86 78.49
UPS United Parcel Service 3.32 +112.00% 77472 97.38 105.14
AKAM Akamai Technologies 3.02 +3.00% 117982 58.21 60.97
ORCL Oracle Corporation 3.00 +3.00% 166762 40.91 38.96
CVX Chevron Corporation 2.94 +3.00% 56261 118.91 116.97
PAYX Paychex 2.88 +2.00% 154003 42.60 46.89
COST Costco Wholesale Corporation 2.86 +2.00% 58213 111.68 133.70
DIS Walt Disney Company 2.74 +4.00% 77913 80.06 91.03
SLB Schlumberger 2.58 +4.00% 60100 97.50 98.45
Ingredion Incorporated 2.51 +2.00% 83836 68.09 0.00
PX Praxair 2.48 +2.00% 43111 130.96 124.50
XLU Utilities SPDR 2.44 134086 41.46 45.40
VAR Varian Medical Systems 2.27 +2.00% 61507 83.99 83.87
NVS Novartis AG 2.23 +2.00% 59611 85.02 92.31
TJX TJX Companies 2.20 +4.00% 82711 60.64 63.63
RDS.B Royal Dutch Shell 2.19 +3.00% 63679 78.11 0.00
USB U.S. Ban 2.16 +2.00% 114700 42.86 42.58
FAST Fastenal Company 2.03 +3.00% 93540 49.31 43.96
TROW T. Rowe Price 2.01 +5.00% 55527 82.36 81.83
CSCO Cisco Systems 1.99 +2.00% 201799 22.41 24.25
VZ Verizon Communications 1.98 -25.00% 94496 47.57 50.19
TRV Travelers Companies 1.94 +3.00% 51758 85.11 101.05
NUE Nucor Corporation 1.91 +4.00% 85914 50.54 53.41
FFIV F5 Networks 1.91 +4.00% 40750 106.63 123.79
SNHY Sun Hydraulics Corporation 1.87 98474 43.31 39.82
HXL Hexcel Corporation 1.68 +4.00% 87977 43.55 41.55
LNN Lindsay Corporation 1.59 +3.00% 41100 88.18 87.79
JPM JPMorgan Chase & Co. 1.50 +4.00% 56165 60.71 60.17
DKS Dick's Sporting Goods 1.50 +3.00% 62507 54.62 45.60
BRO Brown & Brown 1.44 +3.00% 106805 30.76 31.92
GILD Gilead Sciences 1.44 +4.00% 46340 70.87 115.54
IBM International Business Machines 1.26 +4.00% 14925 192.50 163.94
HES Hess 1.19 +4.00% 32770 82.88 83.48
At&t 1.18 +100.00% 76376 35.06 0.00
Cavium 1.10 +6.00% 56996 43.72 0.00
XLK Technology SPDR 1.05 65988 36.36 40.43
BRLI Bio-Reference Laboratories 0.83 +5.00% 68340 27.69 30.22
RAX Rackspace Hosting 0.81 +3.00% 55966 32.82 38.18
Apple Computer 0.60 2532 536.73 0.00
American Express 0.59 14940 90.03 0.00
GOOG Google 0.57 1165 1114.16 556.00
XLV Health Care SPDR 0.56 +12.00% 21620 58.51 67.38
XOM Exxon Mobil Corporation 0.55 12820 97.66 95.88
XLI Industrial SPDR 0.52 -2.00% 22800 52.32 55.20
XLE Energy Select Sector SPDR 0.51 13126 89.06 86.61
XLP Consumer Staples Select Sect. SPDR 0.50 26655 43.07 46.69
KO Coca-Cola Company 0.42 24660 38.65 41.51
MCD McDonald's Corporation 0.42 9830 98.07 93.08
Streettracks Gold Tr gold shs 0.42 7823 123.61 0.00
XLF Financial Select Sector SPDR 0.42 +6.00% 42911 22.35 23.84
XLY Consumer Discretionary SPDR 0.38 +3.00% 13253 64.74 68.06
XLB Materials SPDR 0.28 13681 47.29 48.05
CSX CSX Corporation 0.24 18700 28.98 35.68
CVS CVS Caremark Corporation 0.24 7400 74.86 86.69
NSC Norfolk Southern 0.19 4455 97.19 110.07
NOV National-Oilwell Var 0.19 -5.00% 5550 77.84 70.95
GE General Electric Company 0.16 +16.00% 14500 25.86 25.84
D Automatic Data Proce Ssing Inc Common Stock 0 0.15 4417 77.20 0.00
LOW Lowe's Companies 0.13 6000 48.83 57.29
Qualys 0.13 11883 25.41 0.00
MDT Medtronic 0.12 4400 61.59 68.19
DHR Danaher Corporation 0.11 3420 74.85 80.67
ESRX Express Scripts 0.11 3400 75.00 76.67
WAG Walgreen Company 0.10 3325 66.17 64.14
HP Helmerich & Payne 0.09 2000 107.50 84.80
PG Procter & Gamble Company 0.09 +5.00% 2452 80.75 87.23
HPQ Hewlett-Packard Company 0.08 5780 32.35 35.71
HON Honeywell International 0.08 2000 93.00 96.58
PEP Pepsi 0.08 -33.00% 2127 83.69 95.87
PGX PowerShares Preferred Portfolio 0.08 13500 14.30 14.57
Abbvie 0.08 +6.00% 3480 51.44 0.00
Merck & Co 0.07 +7.00% 2640 56.82 0.00
ADBE Adobe Systems Incorporated 0.07 -97.00% 2275 65.93 69.78
WFMI Whole Foods Market 0.07 3309 50.77 0.00
WAMUQ Washington Mutual 0.06 +30.00% 3020 42.05 0.00
Boeing 0.06 +8.00% 1070 125.23 0.00
STT State Street Corporation 0.05 1515 69.31 75.25
Duke Energy 0.05 1499 71.38 0.00
HAL Halliburton Company 0.05 2000 59.00 54.07
UTX United Technologies Corporation 0.05 +10.00% 990 117.17 107.43
Abbott Laboratories 0.05 3239 38.59 0.00
EIX Edison International 0.05 -5.00% 2065 56.66 62.33
Bhp Billitltd-sp 0.05 1701 67.61 0.00
Us Bancorp stock 0.05 4000 27.50 0.00
Facebook Inc cl a 0.05 +5.00% 2042 60.24 0.00
Wells Fargo pre 0.05 5000 21.20 0.00
CB Chubb Corporation 0.04 +457.00% 975 89.23 99.05
MSFT Microsoft Corporation 0.04 +57.00% 2209 41.20 46.67
JNJ Johnson & Johnson 0.04 +14.00% 885 98.31 107.40
PFE Pfizer 0.04 +173.00% 3140 32.17 30.11
INTC Intel Corporation 0.04 3650 25.75 33.58
CELG Celgene Corporation 0.04 624 139.42 107.90
IRBT iRobot Corporation 0.04 2200 40.91 35.35
Vivendi 0.04 +18.00% 414 214.98 0.00
Anixter Intl Inc Com Stk Usd1 0.04 1000 102.00 0.00
WMT Wal-Mart Stores 0.03 +17.00% 880 76.14 76.69
DOW Dow Chemical Company 0.03 -41.00% 1610 48.45 48.88
PM Philip Morris International 0.03 -73.00% 795 81.76 89.12
Bp Plc-spons 0.03 -34.00% 1546 47.87 0.00
Vodafone Group Plc-sp 0.03 +21.00% 1810 37.02 0.00
Philip Morris Cos. 0.03 1800 37.22 0.00
DLTR Dollar Tree 0.03 1400 52.14 60.65
SRE Sempra Energy 0.03 721 97.09 110.26
TSLA Tesla Motors 0.03 +60.00% 321 208.72 240.70
Tocqueville Tr Gold Fund 0.03 1710 38.01 0.00
Ing Groep Nv Pfd pfd 0.03 2645 26.09 0.00
ECL Ecolab 0.02 425 108.24 110.39
MMM 3M Company 0.02 +26.00% 380 136.84 153.75
SE Spectra Energy 0.02 1472 36.68 39.18
UNP Union Pacific Corporation 0.02 201 189.05 116.43
GWW W.W. Grainger 0.02 NEW 210 252.38 247.01
JCI Johnson Controls 0.02 950 47.37 47.23
Transocean Ordinary Shares 0.02 NEW 1331 41.32 0.00
SBUX Starbucks Corporation 0.02 +160.00% 520 73.08 75.72
PAA Plains All American Pipeline 0.02 -5.00% 723 55.33 55.32
RDC Rowan Companies 0.02 NEW 1600 33.75 23.77
SGMO Sangamo Biosciences 0.02 3000 18.00 12.24
CHD Church & Dwight 0.02 621 69.24 72.57
KMP Kinder Morgan Energy Partners 0.02 500 74.00 94.28
NOBLE CORPORATION Com Stk 0.02 NEW 1200 31.67 0.00
ALLIANCE DATA SYS CORP Com Stk 0.02 150 273.33 0.00
Allergan Inc Com Stk 0.02 388 123.71 0.00
Ingersoll Rand 0.02 800 57.50 0.00
Accenture 0.02 664 79.82 0.00
CTSH Cognizant Technology Solutions 0.01 +274.00% 262 49.62 48.91
CMCSA Comcast Corporation 0.01 +1697.00% 611 50.74 54.82
GS Goldman Sachs 0.01 NEW 140 164.29 189.56
PFG Principal Financial 0.01 750 45.33 52.72
DFS Discover Financial Services 0.01 460 58.70 63.60
BX Blackstone 0.01 350 34.29 30.10
CAT Caterpillar 0.01 216 97.22 101.52
MON Monsanto Company 0.01 +25.00% 250 112.00 114.97
RSG Republic Services 0.01 400 35.00 38.27
LLY Eli Lilly & Co. 0.01 +54.00% 463 58.32 66.88
BMY Bristol Myers Squibb 0.01 NEW 260 50.00 58.60
CERN Cerner Corporation 0.01 400 55.00 63.42
PETM PetSmart 0.01 406 68.97 72.49
WFC Wells Fargo & Company 0.01 +290.00% 363 49.59 53.01
DD E.I. du Pont de Nemours & Company 0.01 +34.00% 310 67.74 68.43
EMR Emerson Electric 0.01 280 67.86 64.27
WAT Waters Corporation 0.01 147 108.84 110.91
TMO Thermo Fisher Scientific 0.01 110 118.18 117.91
COF Capital One Financial 0.01 200 75.00 82.72
CL Colgate-Palmolive Company 0.01 -72.00% 500 64.00 66.87
COP ConocoPhillips 0.01 +75.00% 325 70.77 70.60
DE Deere & Company 0.01 200 90.00 85.15
EBAY eBay 0.01 +37.00% 413 55.69 52.16
NKE NIKE 0.01 +43.00% 398 72.86 93.31
OXY Occidental Petroleum Corporation 0.01 +108.00% 192 93.75 88.16
RDS.A Royal Dutch Shell 0.01 +39900.00% 400 72.50 0.00
TGT Target Corporation 0.01 456 61.40 61.66
TXN Texas Instruments Incorporated 0.01 253 47.43 49.77
WLP WellPoint 0.01 NEW 200 100.00 126.31
C Citi 0.01 NEW 260 46.15 53.33
F Ford Motor Company 0.01 1000 16.00 14.13
PCG PG&E; Corporation 0.01 595 43.70 49.89
EMC EMC Corporation 0.01 1055 27.49 28.71
ITW Illinois Tool Works 0.01 275 80.00 91.19
EOG EOG Resources 0.01 +100.00% 124 193.55 93.06
MKL Markel Corporation 0.01 +90.00% 21 619.05 688.21
Autozone 0.01 50 540.00 0.00
PCP Precision Castparts 0.01 70 257.14 222.77
DCI Donaldson Company 0.01 388 41.24 41.49
SWX Southwest Gas Corporation 0.01 500 54.00 58.31
ICE IntercontinentalExchange 0.01 100 200.00 207.19
MIDD Middleby Corporation 0.01 +30.00% 106 264.15 88.17
KLAC KLA-Tencor Corporation 0.01 NEW 300 70.00 79.59
Suncor Energy Inc Cad 0.01 800 35.00 0.00
FMER FirstMerit Corporation 0.01 762 21.00 18.21
WMK Weis Markets 0.01 450 48.89 44.45
Apache Corp Com Stk 0.01 -16.00% 147 81.63 0.00
BECTON DICKINSON & CO Com Stk 0.01 240 116.67 0.00
Seabridge Gold 0.01 2500 7.20 0.00
Anadarko Pete 0.01 186 86.02 0.00
Amgen 0.01 +72.00% 190 121.05 0.00
Allegiant Ban 0.01 NEW 266 52.63 0.00
Hsbc Hldgs Plc adr a 1/40pf a 0.01 500 26.00 0.00
AMRS Amyris 0.01 3113 3.85 3.01
Enerplus 0.01 800 20.00 0.00
DBO PowerShares DB Oil Fund 0.01 NEW 797 26.35 23.95
Affiliated Managers 0.01 100 200.00 0.00
Air Prod & Chem 0.01 150 120.00 0.00
Bk Of America 0.01 NEW 1599 17.51 0.00
Bayer Ag-spons 0.01 +213.00% 235 136.17 0.00
Linkedin 0.01 +151.00% 141 184.40 0.00
Eqt Midstream Partners 0.01 200 70.00 0.00
Ruckus Wireless 0.01 1116 12.54 0.00
Bank Of America Corp Pfd pref. 0.01 1000 26.00 0.00
Fidelity Select Natural Res. 0.01 582 39.52 0.00
TWC Time Warner Cable 0.00 9 111.11 146.21
HBC HSBC Holdings 0.00 200 50.00 0.00
LUK Leucadia National 0.00 NEW 215 27.91 23.55
WU Western Union Company 0.00 550 16.36 17.12
PNC PNC Financial Services 0.00 NEW 125 88.00 86.53
Canadian Natl Ry 0.00 150 53.33 0.00
DVN Devon Energy Corporation 0.00 -70.00% 160 68.75 58.23
EXPD Expeditors International of Washington 0.00 -99.00% 60 33.33 42.45
HD Home Depot 0.00 NEW 120 75.00 98.18
BTU Peabody Energy Corporation 0.00 600 16.67 10.09
ED Consolidated Edison 0.00 150 53.33 63.16
COH Coach 0.00 -54.00% 100 50.00 34.19
KSS Kohl's Corporation 0.00 200 55.00 55.03
VFC V.F. Corporation 0.00 160 62.50 67.90
ITRI Itron 0.00 100 40.00 39.43
NOK Nokia Corporation 0.00 -99.00% 10 0.00 8.30
WDR Waddell & Reed Financial 0.00 NEW 25 80.00 47.97
Time Warner 0.00 38 52.63 0.00
EMN Eastman Chemical Company 0.00 56 89.29 78.80
Carnival Corporation 0.00 150 40.00 0.00
HMC HONDA MOTOR 0.00 250 36.00 31.95
ISRG Intuitive Surgical 0.00 14 428.57 498.91
NCR NCR Corporation 0.00 NEW 36 27.78 27.54
Tyco Electronics Ltd S hs 0.00 12 83.33 0.00
Nortel Networks 0.00 75 0.00 0.00
DISCA Discovery Communications 0.00 124 80.65 35.44
PEG Public Service Enterprise 0.00 200 40.00 41.29
PCAR PACCAR 0.00 100 70.00 65.04
SJM J.M. Smucker Company 0.00 100 100.00 104.31
Gold 0.00 125 24.00 0.00
EROC Eagle Rock Energy Partners,L.P, 0.00 2000 5.50 3.41
DROOY DRDGOLD 0.00 130 0.00 0.00
JCOM j2 Global Communications 0.00 160 50.00 53.72
PKD Parker Drilling Company 0.00 NEW 500 8.00 4.53
QDEL Quidel Corporation 0.00 300 26.67 28.38
SIRI Sirius XM Radio 0.00 -34.00% 1426 3.51 3.42
IDA IDA 0.00 100 60.00 63.53
AAUKY Anglo American 0.00 536 13.06 10.47
DRRX DURECT Corporation 0.00 100 0.00 0.75
PRAA Portfolio Recovery Associates 0.00 NEW 105 57.14 63.60
VMW VMware 0.00 100 110.00 83.50
GHDX Genomic Health 0.00 NEW 205 24.39 37.00
LF LeapFrog Enterprises 0.00 +177.00% 1385 7.22 5.29
IPAS iPass 0.00 295 0.00 1.35
ANALOG DEVICES INC COM Stk 0.00 200 55.00 0.00
Baxter Intl Inc Com Stk 0.00 133 75.19 0.00
Baidu 0.00 NEW 35 142.86 0.00
NAV Navistar International Corporation 0.00 2 0.00 35.29
Sierra Wireless 0.00 305 22.95 0.00
Yamana Gold 0.00 1112 8.99 0.00
D American Elec Pwr In C Com Stk Common Stock 0 0.00 NEW 200 50.00 0.00
Barclays Bank 0.00 400 25.00 0.00
Best Buy 0.00 246 24.39 0.00
WD Walker & Dunlop 0.00 NEW 353 17.00 16.04
American Wtr Wks 0.00 26 38.46 0.00
Sodastream International 0.00 100 40.00 0.00
GTOP Genitope Corporation 0.00 6000 0.00 0.00
Kinross Gold 0.00 222 4.50 0.00
Gevo 0.00 200 0.00 0.00
Tri-Continental Corp. preferred Preferred B stock 0.00 275 21.82 0.00
Northpoint Comm 0.00 1000 0.00 0.00
Zillow 0.00 82 85.37 0.00
Proto Labs 0.00 70 71.43 0.00
Phillips 66 0.00 92 76.09 0.00
Mondelez Int 0.00 239 33.47 0.00
Kraft Foods 0.00 79 50.63 0.00
Twenty-first Century Fox 0.00 NEW 300 33.33 0.00
Greenland Minerals & Energy 0.00 7000 0.14 0.00
Rainbow Coral Corporation 0.00 25 0.00 0.00
Western Lithium Usa 0.00 1000 1.00 0.00
Twitter 0.00 NEW 105 47.62 0.00
Aerohive Networks 0.00 NEW 500 10.00 0.00