Nelson Roberts Investment Advisors, LLC

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

Nelson Roberts Investment Advisors portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Amazon (AMZN) 5.44 18226 886.54 993.98
Costco Wholesale Corporation (COST) 3.18 56333 167.68 160.20
UnitedHealth (UNH) 2.73 49398 164.01 185.12
First Republic Bank/san F 2.71 85716 93.81 0.00
Google Inc Class C 2.65 9503 829.53 0.00
Cisco Systems (CSCO) 2.62 230725 33.80 32.24
Schlumberger (SLB) 2.56 97334 +4.00% 78.10 65.89
Akamai Technologies (AKAM) 2.52 125540 59.70 50.87
Utilities SPDR (XLU) 2.50 145106 51.31 53.57
Stryker Corporation (SYK) 2.48 56007 +2.00% 131.64 139.91
Travelers Companies 2.22 54823 NEW 120.53 0.00
T. Rowe Price (TROW) 2.16 94235 +2.00% 68.15 73.83
Roper Industries (ROP) 2.16 31150 206.48 232.59
U.S. Ban (USB) 2.09 120356 51.50 51.01
Walt Disney Company (DIS) 2.09 54877 +2.00% 113.40 105.57
TJX Companies (TJX) 2.09 78490 -27.00% 79.08 69.94
salesforce (CRM) 2.08 74979 82.49 88.11
Masco Corporation (MAS) 2.05 179046 +2.00% 33.99 38.91
JPMorgan Chase & Co. (JPM) 2.02 68276 87.83 87.24
Invesco Ltd shs 2.01 195124 +2.00% 30.63 0.00
Time Warner (TWX) 1.99 60469 97.70 99.82
Chevron Corporation (CVX) 1.93 53391 107.38 104.14
Hormel Foods Corporation (HRL) 1.78 152920 +2.00% 34.63 34.80
Praxair (PX) 1.76 44184 118.59 132.88
Gilead Sciences (GILD) 1.75 76737 +4.00% 67.92 71.24
Paychex (PAYX) 1.71 86530 58.90 59.24
Eaton Corporation (ETN) 1.70 68063 +2.00% 74.15 76.77
Oracle Corporation (ORCL) 1.67 110991 44.61 50.86
Verizon Communications (VZ) 1.66 101097 48.75 45.75
QUALCOMM (QCOM) 1.66 86110 +4.00% 57.35 56.56
SVB Financial (SIVB) 1.64 26129 186.08 173.16
Hexcel Corporation (HXL) 1.63 88750 54.55 51.45
United Technologies Corporation (UTX) 1.62 42790 +2.00% 112.20 121.87
Illumina (ILMN) 1.62 28163 +10.00% 170.65 180.89
Exxon Mobil Corporation (XOM) 1.60 58030 82.01 81.24
Procter & Gamble Company (PG) 1.56 51640 +8.00% 89.85 89.36
Novartis AG (NVS) 1.54 61830 74.27 85.75
Cavium Inc 1.54 63816 71.66 0.00
Allergan 1.40 17416 238.92 0.00
Constellation Brands (STZ) 1.33 24310 +6.00% 162.07 182.47
Diageo (DEO) 1.30 33391 +4.00% 115.57 120.20
Technology SPDR (XLK) 1.30 72322 +5.00% 53.30 56.00
Apple (AAPL) 1.16 23991 -3.00% 143.68 145.82
Celgene Corporation (CELG) 1.06 25205 +2.00% 124.42 133.85
F5 Networks (FFIV) 1.00 20947 -54.00% 142.55 129.04
Michael Kors Holdings Ltd shs 0.97 75454 38.12 0.00
Financial Select Sector SPDR (XLF) 0.70 87563 +7.00% 23.73 24.02
Health Care SPDR (XLV) 0.67 26801 +5.00% 74.36 80.39
Consumer Discretionary SPDR (XLY) 0.63 21426 +6.00% 87.93 89.84
Industrial SPDR (XLI) 0.53 24179 +5.00% 65.06 68.03
Consumer Staples Select Sect. SPDR (XLP) 0.51 28041 +5.00% 54.56 55.71
Energy Select Sector SPDR (XLE) 0.38 16320 +3.00% 69.91 64.24
Microsoft Corporation (MSFT) 0.33 14833 -5.00% 65.87 70.53
Streettracks Gold Tr gold shs 0.28 6985 +20.00% 118.68 0.00
At&t Corp 0.25 18145 -6.00% 41.55 0.00
Materials SPDR (XLB) 0.19 10628 +3.00% 52.41 54.01
CVS Caremark Corporation (CVS) 0.17 6360 -2.00% 78.46 80.12
Lowe's Companies (LOW) 0.17 6015 82.13 76.70
Google (GOOG) 0.16 564 -18.00% 847.52 952.27
McDonald's Corporation (MCD) 0.15 3417 129.65 153.96
International Business Machines (IBM) 0.14 2312 174.31 155.23
Qualys 0.13 10146 +2.00% 37.95 0.00
General Electric Company (GE) 0.12 12265 -2.00% 29.84 27.61
Automatic Data Processing (ADP) 0.12 3453 102.52 102.21
Facebook Inc cl a 0.12 2568 142.13 0.00
Goldman Sachs (GS) 0.11 1440 229.86 220.44
Comcast Corporation (CMCSA) 0.10 7870 +100.00% 37.61 39.59
Abbvie 0.10 4668 65.12 0.00
American Express Company (AXP) 0.09 3390 79.06 82.96
Bank of America Corporation (BAC) 0.09 10730 23.58 22.89
CSX Corporation (CSX) 0.09 5795 NEW 46.59 53.12
Home Depot (HD) 0.09 1889 146.64 151.42
Johnson & Johnson (JNJ) 0.09 2214 -17.00% 124.66 136.34
Merck & Co Inc 0.09 3980 63.57 0.00
Nucor Corporation (NUE) 0.09 4388 -13.00% 59.71 57.41
Boeing Company (BA) 0.09 1560 176.92 199.98
Vivendi Sponsored Adr 0.09 3097 -23.00% 88.80 0.00
Coca-Cola Company (KO) 0.08 5860 42.49 45.43
Wells Fargo & Company Non-cum Perpet cnv 0.07 160 NEW 1237.50 0.00
3M Company (MMM) 0.07 1040 -4.00% 191.35 212.61
Wells Fargo & Company (WFC) 0.07 3713 55.75 52.90
Express Scripts (ESRX) 0.07 3050 -6.00% 65.90 65.52
Walgreen Boots Alliance 0.07 2500 -9.00% 83.20 0.00
Berkshire Hathaway (BRK.B) 0.06 1080 166.67 0.00
Norfolk Southern (NSC) 0.06 1552 112.11 119.48
Pepsi (PEP) 0.06 1708 111.83 117.12
Danaher Corporation (DHR) 0.06 1984 -3.00% 85.69 85.47
Whole Foods Market (WFMI) 0.06 6435 -4.00% 29.68 0.00
Bank Of America Corporation preferred 0.06 150 NEW 1193.33 0.00
Aerohive Networks 0.06 42080 4.21 0.00
Telecom Spdr 0.06 2630 NEW 71.10 0.00
Pfizer (PFE) 0.05 4590 -11.00% 34.20 34.04
United Parcel Service (UPS) 0.05 1360 107.35 111.01
Adobe Systems Incorporated (ADBE) 0.05 1090 130.28 144.96
Honeywell International (HON) 0.05 1200 125.00 134.26
NIKE (NKE) 0.05 2776 55.84 53.28
Philip Morris International (PM) 0.05 1390 112.95 119.51
Citi (C) 0.05 2400 60.00 63.78
Wal-Mart Stores (WMT) 0.04 1643 71.82 75.50
Abbott Laboratories (ABT) 0.04 2520 44.44 48.91
Duke Energy Corp 0.04 1333 -3.00% 81.77 0.00
Bristol Myers Squibb (BMY) 0.04 2400 54.58 56.92
Network Appliance, Inc. 0.04 2554 NEW 41.90 0.00
Amgen (AMGN) 0.04 740 NEW 163.51 173.67
Intel Corporation (INTC) 0.03 2810 -18.00% 35.94 34.07
Helmerich & Payne (HP) 0.03 1500 66.67 53.16
Capital One Financial (COF) 0.03 1110 86.49 80.59
AvalonBay Communities (AVB) 0.03 439 184.51 194.41
Netflix (NFLX) 0.03 610 -31.00% 147.54 157.50
UDR (UDR) 0.03 2235 36.24 39.73
Whitewave Foods 0.03 1820 -22.00% 56.04 0.00
Twenty-first Century Fox 0.03 2770 NEW 32.49 0.00
BlackRock (BLK) 0.02 135 -11.00% 385.19 424.69
Charles Schwab Corporation (SCHW) 0.02 1300 40.77 41.85
State Street Corporation (STT) 0.02 850 80.00 87.82
Caterpillar (CAT) 0.02 566 93.64 104.25
IAC/InterActive (IACI) 0.02 698 -27.00% 73.07 50.68
Monsanto Company (MON) 0.02 460 113.04 117.80
Kimberly-Clark Corporation (KMB) 0.02 405 130.86 133.52
Sealed Air (SEE) 0.02 1060 43.40 45.34
Dow Chemical Company (DOW) 0.02 1020 63.73 63.57
Electronic Arts (ERTS) 0.02 634 89.91 0.00
E.I. du Pont de Nemours & Company (DD) 0.02 770 80.52 81.16
Equity Residential (EQR) 0.02 780 62.82 67.14
ConocoPhillips (COP) 0.02 1304 49.85 44.24
Halliburton Company (HAL) 0.02 1000 49.00 41.70
Occidental Petroleum Corporation (OXY) 0.02 934 63.17 60.01
PG&E; Corporation (PCG) 0.02 820 65.85 68.12
EOG Resources (EOG) 0.02 515 97.09 87.39
Varian Medical Systems (VAR) 0.02 810 -25.00% 91.36 104.18
Essex Property Trust (ESS) 0.02 304 230.26 265.50
Hewlett Packard Enterprise 0.02 1880 23.94 0.00
Fortive 0.02 760 -25.00% 60.53 0.00
BP (BP) 0.01 792 34.09 34.88
Huntington Bancshares Incorporated (HBAN) 0.01 1310 13.74 12.79
Crown Holdings (CCK) 0.01 340 52.94 58.47
Corning Incorporated (GLW) 0.01 800 27.50 30.23
Suntrust Banks Inc $1.00 Par Cmn 0.01 400 55.00 0.00
Eli Lilly & Co. (LLY) 0.01 325 83.08 84.28
Consolidated Edison (ED) 0.01 320 78.12 84.04
Ryder System (R) 0.01 410 75.61 69.40
Steelcase (SCS) 0.01 1555 16.72 13.75
Sherwin-Williams Company (SHW) 0.01 70 314.29 358.98
Union Pacific Corporation (UNP) 0.01 348 106.32 108.03
AFLAC Incorporated (AFL) 0.01 360 NEW 72.22 77.51
Medtronic (MDT) 0.01 305 81.97 89.15
Nordstrom (JWN) 0.01 400 47.50 47.80
Tiffany & Co. (TIF) 0.01 226 97.35 92.31
International Paper Company (IP) 0.01 500 50.00 56.73
Newell Rubbermaid (NWL) 0.01 405 46.91 53.34
Analog Devices (ADI) 0.01 200 NEW 80.00 80.57
National-Oilwell Var (NOV) 0.01 800 40.00 31.79
Thermo Fisher Scientific (TMO) 0.01 251 -17.00% 155.38 173.23
Becton, Dickinson and (BDX) 0.01 160 181.25 194.72
BB&T; Corporation (BBT) 0.01 400 45.00 43.45
Colgate-Palmolive Company (CL) 0.01 360 -45.00% 72.22 75.89
Deere & Company (DE) 0.01 200 110.00 123.35
eBay (EBAY) 0.01 700 32.86 35.09
Hewlett-Packard Company (HPQ) 0.01 1880 18.09 18.16
Marsh & McLennan Companies (MMC) 0.01 500 74.00 78.15
Target Corporation (TGT) 0.01 350 NEW 54.29 51.48
Tyco Electronics Ltd S hs 0.01 412 75.24 0.00
Bank Of New York Co Inc 0.01 800 47.50 0.00
Southern Company (SO) 0.01 400 50.00 50.10
Illinois Tool Works (ITW) 0.01 150 133.33 145.34
Starbucks Corporation (SBUX) 0.01 440 -47.00% 59.09 59.64
General Dynamics Corporation (GD) 0.01 210 NEW 185.71 200.20
Philip Morris Cos. 0.01 600 -48.00% 71.67 0.00
Prudential Financial (PRU) 0.01 220 104.55 103.67
Dollar Tree (DLTR) 0.01 400 77.50 68.49
Fiserv (FISV) 0.01 200 115.00 124.33
New York Community Ban (NYB) 0.01 1420 14.08 0.00
Public Service Enterprise (PEG) 0.01 670 44.78 44.18
Southwest Gas Corporation (SWX) 0.01 500 82.00 73.36
Celanese Corporation (CE) 0.01 300 90.00 93.76
Enbridge Inc 0.01 565 NEW 42.48 0.00
Sangamo Biosciences (SGMO) 0.01 3000 -11.00% 5.33 9.35
Suncor Energy Inc Cad Com 0.01 800 31.25 0.00
Texas Roadhouse (TXRH) 0.01 935 44.92 50.43
Church & Dwight (CHD) 0.01 558 50.18 53.09
CHECK POINT SOFTWARE Technolog Com Stk 0.01 200 105.00 0.00
Weis Markets (WMK) 0.01 450 60.00 48.07
iRobot Corporation (IRBT) 0.01 651 66.05 100.98
Seabridge Gold Inc 0.01 2500 11.20 0.00
Fdx Corp. 0.01 200 195.00 0.00
SPDR KBW Bank (KBE) 0.01 695 NEW 43.17 42.18
Columbia/hca 0.01 380 89.47 0.00
Tesla Motors (TSLA) 0.01 121 -17.00% 280.99 377.49
Roche Holding (RHHBY) 0.01 1200 31.67 32.47
iShares Dow Jones US Utilities (IDU) 0.01 200 130.00 135.02
iShares Dow Jones US Consumer Goods (IYK) 0.01 240 116.67 123.51
iShares Dow Jones US Consumer Ser. (IYC) 0.01 190 163.16 165.22
Vanguard REIT ETF (VNQ) 0.01 381 +12.00% 81.36 84.75
ETFS Gold Trust (SGOL) 0.01 145 124.14 120.73
iShares Dow Jones US Healthcare (IYH) 0.01 235 157.45 169.05
Bank Of America Corp 6.625% preferred 0.01 1000 NEW 26.00 0.00
Palo Alto Networks 0.01 249 NEW 112.45 0.00
Portola Pharmaceuticals 0.01 1000 NEW 39.00 0.00
Accenture 0.01 225 120.00 0.00
Vanguard Total Intl Stock Inde 0.01 1273 26.71 0.00
Veeva Sys Inc cl a 0.01 318 50.31 0.00
Paypal Holdings 0.01 500 -37.00% 44.00 0.00
Real Estate Select Sect Spdr 0.01 722 31.86 0.00
Itt 0.01 845 41.42 0.00
Charter Communications Inc New Cl A cl a 0.01 48 333.33 0.00
HSBC Holdings (HBC) 0.00 200 40.00 0.00
Western Union Company (WU) 0.00 550 20.00 19.01
Teva Pharmaceutical Industries (TEVA) 0.00 188 31.91 32.95
NVIDIA Corporation (NVDA) 0.00 50 -50.00% 100.00 152.15
Briggs & Stratton Corporation (BGG) 0.00 535 22.43 23.78
Nokia Corporation (NOK) 0.00 10 0.00 6.34
Emerson Electric (EMR) 0.00 130 61.54 58.99
Eastman Chemical Company (EMN) 0.00 56 89.29 83.73
Waters Corporation (WAT) 0.00 7 142.86 184.92
Carnival Corporation 0.00 150 60.00 0.00
Credit Suisse Group AG (CS) 0.00 750 14.67 13.97
Symantec Corporation (SYMC) 0.00 56 35.71 28.86
Texas Instruments Incorporated (TXN) 0.00 153 +15.00% 78.43 78.31
Xerox Corporation (XRX) 0.00 400 7.50 29.19
Bayer AG (BAYRY) 0.00 75 120.00 136.70
PACCAR (PCAR) 0.00 100 70.00 63.19
Ultimate Software (ULTI) 0.00 43 186.05 221.91
Expedia Inc Cl A 0.00 60 133.33 0.00
Quidel Corporation (QDEL) 0.00 300 23.33 27.33
BorgWarner (BWA) 0.00 113 44.25 41.88
Anglo American (AAUKY) 0.00 536 NEW 7.46 3.94
VMware (VMW) 0.00 70 -9.00% 85.71 90.66
American Water Works (AWK) 0.00 26 NEW 76.92 81.21
Yamana Gold Inc 0.00 1278 3.13 0.00
Hsbc Hldgs Plc adr a 1/40pf a 0.00 500 NEW 26.00 0.00
Amyris (AMRS) 0.00 2213 0.45 3.28
WisdomTree Japan Total Dividend Fd (DXJ) 0.00 31 NEW 64.52 51.52
WisdomTree Europe SmallCap Div Fd (DFE) 0.00 59 NEW 67.80 63.93
Genitope Corporation (GTOP) 0.00 6000 0.00 0.00
Tri-Continental Corp. preferred Preferred B stock 0.00 275 NEW 21.82 0.00
Phillips 66 0.00 7 142.86 0.00
Servicenow 0.00 108 83.33 0.00
Workday Inc cl a 0.00 105 85.71 0.00
Tasty Fries Inc New Par $0.001 0.00 500 NEW 0.00 0.00
Tableau Software Inc Cl A 0.00 126 +207.00% 47.62 0.00
Five Prime Therapeutics 0.00 325 36.92 0.00
Twitter 0.00 400 15.00 0.00
Silver Bullion Tr. 0.00 150 13.33 0.00
Immunosyn 0.00 1000 0.00 0.00
Zendesk 0.00 376 29.26 0.00
Liberty Acorn Fd ishares 0.00 500 NEW 20.00 0.00
Chemours 0.00 64 31.25 0.00
Dell Technologies Inc Class V equity 0.00 25 NEW 80.00 0.00
Adient 0.00 113 70.80 0.00
Conduent Incorporate 0.00 80 NEW 12.50 0.00
Banco De Sabadell 0.00 1041 3.84 0.00
Varex Imaging 0.00 324 NEW 33.95 0.00
Snap Inc cl a 0.00 100 NEW 20.00 0.00
Dxc Technology 0.00 158 NEW 69.62 0.00