Nelson Roberts Investment Advisors

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

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Positions held by Nelson Roberts Investment Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nelson Roberts Investment Advisors

Companies in the Nelson Roberts Investment Advisors portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 10.2 $48M -8% 1.6M 30.71
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.8 $36M -17% 717k 50.79
Amazon (AMZN) 4.4 $20M -29% 6.2k 3256.92
Apple (AAPL) 4.0 $19M -25% 139k 132.69
Microsoft Corporation (MSFT) 3.9 $18M -23% 82k 222.43
Vanguard Index Fds Small Cp Etf (VB) 3.8 $18M -25% 91k 194.68
Coca-Cola Company (KO) 3.3 $15M 276k 54.84
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 3.2 $15M -23% 319k 47.21
Docusign (DOCU) 2.5 $12M -16% 52k 222.30
Costco Wholesale Corporation (COST) 2.4 $11M -28% 29k 376.80
Alphabet Cap Stk Cl C (GOOG) 2.2 $10M -33% 5.9k 1751.87
Walt Disney Company (DIS) 2.1 $9.9M -24% 55k 181.19
Qualcomm (QCOM) 1.9 $8.8M -30% 58k 152.33
First Republic Bank/san F (FRC) 1.7 $8.1M -29% 55k 146.92

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Medtronic SHS (MDT) 1.7 $7.7M -30% 66k 117.13
Illumina (ILMN) 1.7 $7.7M -30% 21k 369.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $7.3M -31% 145k 50.11
Trane Technologies SHS (TT) 1.5 $7.2M -30% 50k 145.15
Linde SHS (LIN) 1.5 $7.2M -30% 27k 263.50
Home Depot (HD) 1.5 $7.1M -27% 27k 265.60
Verizon Communications (VZ) 1.5 $7.1M -30% 121k 58.75
Procter & Gamble Company (PG) 1.5 $7.1M -25% 51k 139.15
Visa Com Cl A (V) 1.5 $6.9M -27% 32k 218.74
JPMorgan Chase & Co. (JPM) 1.4 $6.7M -21% 53k 127.06
Cisco Systems (CSCO) 1.4 $6.5M -31% 145k 44.75
Thermo Fisher Scientific (TMO) 1.3 $6.2M -28% 13k 465.81
Masco Corporation (MAS) 1.3 $6.1M -30% 111k 54.93
Adobe Systems Incorporated (ADBE) 1.3 $6.0M -15% 12k 500.08
salesforce (CRM) 1.3 $5.8M -30% 26k 222.55
Charles Schwab Corporation (SCHW) 1.2 $5.8M +5% 110k 53.04
Zoetis Cl A (ZTS) 1.2 $5.5M -29% 33k 165.50
Roper Industries (ROP) 1.2 $5.4M -29% 13k 431.06
Oracle Corporation (ORCL) 1.0 $4.8M -27% 74k 64.68
General Mills (GIS) 1.0 $4.6M NEW 78k 58.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $4.4M -40% 53k 83.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.9 $4.2M -32% 82k 51.39
Chewy Cl A (CHWY) 0.9 $4.0M -29% 45k 89.89
Select Sector Spdr Tr Technology (XLK) 0.9 $4.0M -34% 31k 130.01
At&t (T) 0.8 $3.9M -27% 136k 28.76
Ventas (VTR) 0.8 $3.8M -30% 79k 49.05
Quidel Corporation (QDEL) 0.8 $3.8M -30% 21k 179.67
Us Bancorp Del Com New (USB) 0.8 $3.7M -31% 79k 46.59
Digital Realty Trust (DLR) 0.8 $3.6M -30% 26k 139.51
Diageo Spon Adr New (DEO) 0.8 $3.5M -31% 22k 158.80
Vanguard World Fds Utilities Etf (VPU) 0.7 $3.3M -30% 24k 137.21
Iron Mountain (IRM) 0.6 $2.6M -26% 90k 29.48
Akamai Technologies (AKAM) 0.6 $2.6M -30% 25k 104.98
Stericycle (SRCL) 0.5 $2.5M -32% 36k 69.32
Glaxosmithkline Sponsored Adr (GSK) 0.5 $2.4M -33% 64k 36.79
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.1M -49% 25k 86.37
Select Sector Spdr Tr Communication (XLC) 0.5 $2.1M -37% 32k 67.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.0M -23% 5.4k 373.88
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $2.0M -35% 18k 113.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $1.8M -35% 11k 160.76
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.6M -19% 4.2k 375.36
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.5M -35% 22k 67.45
Select Sector Spdr Tr Energy (XLE) 0.3 $1.4M +165% 38k 37.91
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $1.3M -35% 15k 88.54
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M +57% 730.00 1752.05
Royal Dutch Shell Spon Adr B (RDS.B) 0.3 $1.3M -51% 38k 33.60
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.3 $1.2M -37% 42k 29.47
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.2M -55% 13k 91.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.1M -52% 31k 36.02
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M 6.1k 178.31
Harsco Corporation (HSC) 0.2 $1.0M 58k 17.99
Abbvie (ABBV) 0.2 $867k 8.1k 107.09
Johnson & Johnson (JNJ) 0.2 $863k -5% 5.5k 157.42
Exxon Mobil Corporation (XOM) 0.1 $682k -62% 17k 41.20
Abbott Laboratories (ABT) 0.1 $674k -7% 6.2k 109.54
Amgen (AMGN) 0.1 $643k 2.8k 229.89
Atlassian Corp Cl A (TEAM) 0.1 $633k 2.7k 233.92
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $594k -29% 8.2k 72.39
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $487k -33% 13k 36.57
Danaher Corporation (DHR) 0.1 $431k +25% 1.9k 222.16
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $378k NEW 1.3k 286.36
Dupont De Nemours (DD) 0.1 $332k NEW 4.7k 71.17
McDonald's Corporation (MCD) 0.1 $329k -2% 1.5k 214.89
Corteva (CTVA) 0.1 $311k NEW 8.0k 38.67
Bank of America Corporation (BAC) 0.1 $296k NEW 9.8k 30.30
Comcast Corp Cl A (CMCSA) 0.1 $291k 5.6k 52.37
CSX Corporation (CSX) 0.1 $285k 3.1k 90.79
Merck & Co (MRK) 0.1 $283k -9% 3.5k 81.79
Automatic Data Processing (ADP) 0.1 $282k -21% 1.6k 176.25
Facebook Cl A (FB) 0.1 $276k -41% 1.0k 273.00
Chevron Corporation (CVX) 0.1 $273k -44% 3.2k 84.34
Enbridge (ENB) 0.1 $264k -22% 8.3k 31.93
MetLife (MET) 0.1 $254k NEW 5.4k 47.04
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $248k -71% 1.9k 127.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $238k -55% 1.0k 231.74
Hormel Foods Corporation (HRL) 0.0 $229k -96% 4.9k 46.70
Tesla Motors (TSLA) 0.0 $229k NEW 325.00 704.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $227k 2.2k 102.02
Nucor Corporation (NUE) 0.0 $210k NEW 3.9k 53.25
Boeing Company (BA) 0.0 $201k NEW 941.00 213.60
Aegon N V Ny Registry Shs (AEG) 0.0 $77k 20k 3.95

Past Filings by Nelson Roberts Investment Advisors

SEC 13F filings are viewable for Nelson Roberts Investment Advisors going back to 2010

View all past filings