Nelson Roberts Investment Advisors

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

Companies in the Nelson Roberts Investment Advisors portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; SmallCap 600 Index (IJR) 5.48 310962 83.85
Alphabet Inc Class C cs 4.11 14617 1337.00
Microsoft Corporation (MSFT) 3.58 108038 157.70
Vanguard Europe Pacific ETF (VEA) 3.52 380065 44.06
Amazon (AMZN) 3.41 8768 1847.86
Coca-Cola Company (KO) 3.12 267819 +3619% 55.35
Costco Wholesale Corporation (COST) 2.68 43404 -20% 293.91
Medtronic 2.38 99816 113.45
Verizon Communications (VZ) 2.29 177731 61.40
UnitedHealth (UNH) 2.26 36603 293.99
Cisco Systems (CSCO) 2.17 215675 47.96
Illumina (ILMN) 2.10 30111 331.74
Vanguard Emerging Markets ETF (VWO) 2.10 224557 -41% 44.47
JPMorgan Chase & Co. (JPM) 2.04 69776 139.40
First Republic Bank/san F 2.04 82546 117.45
TJX Companies (TJX) 1.99 154672 -27% 61.06
Procter & Gamble Company (PG) 1.88 71560 124.90
Linde Plc 1.86 41465 212.90
Visa (V) 1.83 46380 187.90
Home Depot (HD) 1.79 39004 218.39
Masco Corporation (MAS) 1.69 167559 -2% 47.99
Charles Schwab Corporation (SCHW) 1.64 164133 47.56
Walt Disney Company (DIS) 1.62 53429 144.62
AT&T; (T) 1.60 194456 39.08
QUALCOMM (QCOM) 1.60 86089 88.23
Travelers Companies (TRV) 1.51 52574 136.95
U.S. Ban (USB) 1.50 120668 59.29
Hormel Foods Corporation (HRL) 1.47 154603 45.11
J P Morgan Exchange Traded F ultra shrt 1.45 136504 NEW 50.43
Roper Industries (ROP) 1.40 18777 354.21
United Technologies Corporation (UTX) 1.37 43365 -2% 149.75
salesforce (CRM) 1.35 39463 162.63
Vanguard Short Term Corporate Bond ETF (VCSH) 1.35 79330 NEW 81.03
Eaton 1.35 68019 94.72
Zoetis Inc Cl A 1.35 48474 132.36
Hexcel Corporation (HXL) 1.30 84644 -2% 73.31
Oracle Corporation (ORCL) 1.19 106563 52.98
Diageo (DEO) 1.18 33327 168.42
Apple (AAPL) 1.15 18608 293.64
Vanguard Utilities ETF (VPU) 1.09 36132 +6% 142.89
Energy Select Sector SPDR (XLE) 0.97 77219 +260% 60.04
Digital Realty Trust (DLR) 0.95 37838 +8% 119.75
Gilead Sciences (GILD) 0.95 69487 64.98
International Business Machines (IBM) 0.94 33324 +1751% 134.05
Health Care SPDR (XLV) 0.88 40970 101.86
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.88 49716 NEW 84.62
Ventas (VTR) 0.86 70803 NEW 57.74
Technology SPDR (XLK) 0.83 43161 -4% 91.68
Schwab Strategic Tr sht tm us tres 0.80 75807 NEW 50.48
Stericycle (SRCL) 0.77 57021 63.82
iShares MSCI EAFE Index Fund (EFA) 0.74 50891 69.44
Akamai Technologies (AKAM) 0.68 37375 86.37
Royal Dutch Shell (RDS.B) 0.68 54135 -40% 59.98
Financial Select Sector SPDR (XLF) 0.55 85577 -2% 30.78
Select Sector Spdr Tr Communic etfeqty 0.54 47455 +2% 53.63
Exxon Mobil Corporation (XOM) 0.52 35194 -33% 69.78
SPDR S&P; 500 ETF (SPY) 0.48 7082 -6% 321.80
Schlumberger (SLB) 0.47 55359 -16% 40.19
Consumer Staples Select Sect. SPDR (XLP) 0.46 34696 62.98
Consumer Discretionary SPDR (XLY) 0.45 17179 -3% 125.44
Industrial SPDR (XLI) 0.43 25344 -2% 81.48
iShares S&P; 500 Index (IVV) 0.39 5691 +9% 323.32
Harsco Corporation (HSC) 0.33 68825 -69% 23.01
Alphabet Inc Class A cs 0.26 930 1339.78
Vanguard S&p 500 Etf idx fd 0.25 4017 +2% 295.74
Spdr Ser Tr shrt trsry etf 0.23 36960 NEW 29.95
SPDR Gold Trust (GLD) 0.18 5900 NEW 142.88
Invesco S&p 500 Equal Weight Etf 0.18 7242 115.71
Johnson & Johnson (JNJ) 0.17 5565 -21% 145.91
Abbvie 0.17 9113 -11% 88.55
Materials SPDR (XLB) 0.15 11520 61.46
Abbott Laboratories (ABT) 0.14 7846 -9% 86.92
Amgen (AMGN) 0.14 2696 -10% 241.10
Qualys 0.14 8197 -3% 83.32
Real Estate Select Sect Spdr 0.13 15441 +7% 38.66
Lowe's Companies (LOW) 0.12 4664 119.85
Chevron Corporation (CVX) 0.09 3373 -20% 120.37
Automatic Data Processing (ADP) 0.09 2573 170.62
Merck & Co (MRK) 0.08 4423 -16% 90.89
McDonald's Corporation (MCD) 0.07 1737 -5% 197.47
Vanguard Small-Cap ETF (VB) 0.07 2050 165.85
Facebook Inc cl a 0.07 1717 -6% 205.01
Atlassian Corp Plc cl a 0.07 2706 NEW 120.47
Comcast Corporation (CMCSA) 0.06 6507 -6% 45.03
American Express Company (AXP) 0.06 2260 124.34
CSX Corporation (CSX) 0.06 3772 72.38
Intel Corporation (INTC) 0.06 4710 59.87
Danaher Corporation (DHR) 0.06 1920 -4% 153.65
Vanguard Energy ETF (VDE) 0.06 3590 NEW 81.62
Wells Fargo & Company Non-cum Perpet cnv 0.05 160 1450.00
Bank of America Corporation (BAC) 0.05 6139 -14% 35.18
Berkshire Hathaway (BRK.B) 0.05 1109 227.23
Pfizer (PFE) 0.05 5957 -33% 39.11
Nucor Corporation (NUE) 0.05 4068 +17% 56.29
Union Pacific Corporation (UNP) 0.05 1367 +192% 180.69
NIKE (NKE) 0.05 2160 101.39
Bank Of America Corporation preferred 0.05 150 1446.67
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.05 2225 NEW 101.57
Snap Inc cl a 0.03 10133 16.28
AEGON N.V. (AEG) 0.02 19511 NEW 4.51

Past 13F-HR SEC Filings by Nelson Roberts Investment Advisors

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