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 June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 5.90 17980 968.02
Costco Wholesale Corporation (COST) 3.12 57620 +2% 159.93
UnitedHealth (UNH) 3.10 49368 185.42
Google Inc Class C 2.91 9437 908.76
First Republic Bank/san F 2.87 84736 100.10
Stryker Corporation (SYK) 2.63 55987 138.78
Utilities SPDR (XLU) 2.59 146906 51.96
Roper Industries (ROP) 2.42 30820 231.54
Cisco Systems (CSCO) 2.41 227130 31.30
Travelers Companies Inc 2.30 53718 NEW 126.53
Masco Corporation (MAS) 2.28 176426 38.21
Invesco Ltd shs 2.28 191049 -2% 35.19
Schlumberger (SLB) 2.18 97789 65.84
salesforce (CRM) 2.15 73229 -2% 86.61
U.S. Ban (USB) 2.09 119046 51.92
Akamai Technologies (AKAM) 2.08 123495 49.81
JPMorgan Chase & Co. (JPM) 2.07 66926 91.40
Time Warner (TWX) 2.03 59559 100.40
Praxair (PX) 1.96 43564 132.54
Oracle Corporation (ORCL) 1.93 113442 +2% 50.14
TJX Companies (TJX) 1.90 77605 72.17
Chevron Corporation (CVX) 1.85 52411 104.33
Gilead Sciences (GILD) 1.83 76437 70.78
Eaton Corporation (ETN) 1.79 67773 77.83
United Technologies Corporation (UTX) 1.77 42800 122.10
Hormel Foods Corporation (HRL) 1.76 152460 34.11
QUALCOMM (QCOM) 1.74 92910 +7% 55.21
Illumina (ILMN) 1.72 29328 +4% 173.52
Bristol Myers Squibb (BMY) 1.64 86740 +3514% 55.72
Paychex (PAYX) 1.64 85190 56.94
Constellation Brands (STZ) 1.63 24810 +2% 193.71
Hexcel Corporation (HXL) 1.59 88690 52.79
Exxon Mobil Corporation (XOM) 1.57 57505 80.72
Procter & Gamble Company (PG) 1.55 52350 87.14
Verizon Communications (VZ) 1.53 101105 44.66
SVB Financial (SIVB) 1.53 25719 175.78
Allergan 1.42 17296 243.06
Technology SPDR (XLK) 1.36 73257 54.73
Diageo (DEO) 1.34 32936 119.84
Cavium Inc 1.32 62711 62.13
Apple (AAPL) 1.16 23715 144.00
Celgene Corporation (CELG) 1.11 25145 129.89
Mindbody 1.08 116870 NEW 27.20
Michael Kors Holdings Ltd shs 0.92 75064 36.25
F5 Networks (FFIV) 0.89 20697 127.07
Walt Disney Company (DIS) 0.83 23137 -57% 106.24
Financial Select Sector SPDR (XLF) 0.74 89063 24.67
Health Care SPDR (XLV) 0.73 27171 79.24
Consumer Discretionary SPDR (XLY) 0.66 21646 89.62
Industrial SPDR (XLI) 0.56 24319 68.09
Consumer Staples Select Sect. SPDR (XLP) 0.53 28411 54.94
Energy Select Sector SPDR (XLE) 0.37 16620 64.92
Microsoft Corporation (MSFT) 0.36 15233 +2% 68.93
Streettracks Gold Tr gold shs 0.33 8235 +17% 118.03
AT&T; (T) 0.24 18847 NEW 37.72
Materials SPDR (XLB) 0.19 10678 53.85
McDonald's Corporation (MCD) 0.18 3417 153.06
Google (GOOG) 0.18 557 929.98
CVS Caremark Corporation (CVS) 0.17 6360 80.50
Lowe's Companies (LOW) 0.16 6015 77.47
Qualys 0.14 10146 40.80
Automatic Data Processing (ADP) 0.13 3653 +5% 102.38
Facebook Inc cl a 0.13 2568 151.09
International Business Machines (IBM) 0.12 2374 +2% 153.75
Goldman Sachs (GS) 0.11 1515 +5% 221.78
CSX Corporation (CSX) 0.11 5795 54.53
General Electric Company (GE) 0.11 11980 -2% 27.05
Abbvie 0.11 4668 72.41
Comcast Corporation (CMCSA) 0.10 7658 -2% 38.91
American Express Company (AXP) 0.10 3400 84.12
Home Depot (HD) 0.10 1989 +5% 153.34
Johnson & Johnson (JNJ) 0.10 2314 +4% 132.24
Boeing Company (BA) 0.10 1560 197.44
Vivendi Sponsored Adr 0.10 3097 93.64
Bank of America Corporation (BAC) 0.09 10730 24.23
Coca-Cola Company (KO) 0.09 5860 44.88
Merck & Co Inc 0.09 3980 64.07
Nucor Corporation (NUE) 0.09 4428 57.81
3M Company (MMM) 0.08 1110 +6% 208.11
Wells Fargo & Company Non-cum Perpet cnv 0.07 160 1312.50
Berkshire Hathaway (BRK.B) 0.07 1230 +13% 169.11
Pepsi (PEP) 0.07 1858 +8% 115.72
Express Scripts (ESRX) 0.07 3050 63.93
Aerohive Networks 0.07 42080 4.99
Walgreen Boots Alliance 0.07 2500 78.40
Norfolk Southern (NSC) 0.06 1552 121.78
Wells Fargo & Company (WFC) 0.06 3353 -9% 55.47
Adobe Systems Incorporated (ADBE) 0.06 1160 +6% 141.38
NIKE (NKE) 0.06 2776 59.08
Philip Morris International (PM) 0.06 1390 117.27
Citi (C) 0.06 2575 +7% 66.80
Danaher Corporation (DHR) 0.06 1984 84.17
Bank Of America Corporation preferred 0.06 150 1260.00
Pfizer (PFE) 0.05 4790 +4% 33.61
United Parcel Service (UPS) 0.05 1380 110.87
Amgen (AMGN) 0.05 900 +21% 172.22
Honeywell International (HON) 0.05 1200 133.33
Telecom Spdr 0.05 2170 -17% 70.51
Abbott Laboratories (ABT) 0.04 2520 48.41
Duke Energy Corp 0.04 1333 83.27
Intel Corporation (INTC) 0.04 3170 +12% 33.75
Vanguard REIT ETF (VNQ) 0.04 1519 +298% 82.95
State Street Corporation (STT) 0.03 1000 +17% 90.00
Wal-Mart Stores (WMT) 0.03 1243 -24% 75.62
Kimberly-Clark Corporation (KMB) 0.03 605 +49% 128.93
Network Appliance, Inc. 0.03 2554 39.94
Helmerich & Payne (HP) 0.03 1500 54.67
Capital One Financial (COF) 0.03 1110 82.88
AvalonBay Communities (AVB) 0.03 439 191.34
Netflix (NFLX) 0.03 610 149.18
Essex Property Trust (ESS) 0.03 304 256.58
UDR (UDR) 0.03 2235 38.93
Twenty-first Century Fox 0.03 2770 28.52
BlackRock (BLK) 0.02 135 422.22
Charles Schwab Corporation (SCHW) 0.02 1300 43.08
Caterpillar (CAT) 0.02 566 107.77
IAC/InterActive (IACI) 0.02 698 103.15
Monsanto Company (MON) 0.02 530 +15% 118.87
Sealed Air (SEE) 0.02 1060 44.34
Dow Chemical Company (DOW) 0.02 1020 62.75
Medtronic (MDT) 0.02 505 +65% 89.11
Electronic Arts (ERTS) 0.02 634 105.68
E.I. du Pont de Nemours & Company (DD) 0.02 895 +16% 80.45
Equity Residential (EQR) 0.02 780 65.38
Thermo Fisher Scientific (TMO) 0.02 326 +29% 174.85
ConocoPhillips (COP) 0.02 1304 43.71
Occidental Petroleum Corporation (OXY) 0.02 934 59.96
PG&E; Corporation (PCG) 0.02 820 65.85
EOG Resources (EOG) 0.02 515 91.26
Philip Morris Cos. 0.02 600 75.00
Varian Medical Systems (VAR) 0.02 700 -13% 102.86
Texas Roadhouse (TXRH) 0.02 935 51.34
iRobot Corporation (IRBT) 0.02 651 84.49
Fortive 0.02 760 63.16
Arsenal Holdings, Plc 0.02 20 NEW 2450.00
BP (BP) 0.01 792 34.09
Huntington Bancshares Incorporated (HBAN) 0.01 1310 13.74
Crown Holdings (CCK) 0.01 340 58.82
Corning Incorporated (GLW) 0.01 800 30.00
Suntrust Banks Inc $1.00 Par Cmn 0.01 400 57.50
Eli Lilly & Co. (LLY) 0.01 325 83.08
Consolidated Edison (ED) 0.01 320 81.25
Stanley Black & Decker (SWK) 0.01 160 NEW 143.75
T. Rowe Price (TROW) 0.01 410 -99% 73.17
Sherwin-Williams Company (SHW) 0.01 70 357.14
Union Pacific Corporation (UNP) 0.01 326 -6% 110.43
AFLAC Incorporated (AFL) 0.01 360 77.78
Nordstrom (JWN) 0.01 400 47.50
Tiffany & Co. (TIF) 0.01 226 92.92
Newell Rubbermaid (NWL) 0.01 405 54.32
Emerson Electric (EMR) 0.01 435 +234% 59.77
Analog Devices (ADI) 0.01 200 80.00
National-Oilwell Var (NOV) 0.01 800 32.50
Mylan (MYL) 0.01 300 NEW 50.00
Becton, Dickinson and (BDX) 0.01 180 +12% 194.44
Novartis AG (NVS) 0.01 373 -99% 83.11
BB&T; Corporation (BBT) 0.01 400 45.00
Colgate-Palmolive Company (CL) 0.01 380 +5% 73.68
Deere & Company (DE) 0.01 200 125.00
eBay (EBAY) 0.01 700 34.29
Hewlett-Packard Company (HPQ) 0.01 1880 17.55
Marsh & McLennan Companies (MMC) 0.01 300 -40% 76.67
Texas Instruments Incorporated (TXN) 0.01 386 +152% 77.72
Bank Of New York Co Inc 0.01 800 51.25
Southern Company (SO) 0.01 400 47.50
Illinois Tool Works (ITW) 0.01 150 140.00
Starbucks Corporation (SBUX) 0.01 440 59.09
Prudential Financial (PRU) 0.01 220 109.09
Dollar Tree (DLTR) 0.01 400 70.00
Fiserv (FISV) 0.01 300 +50% 123.33
New York Community Ban (NYB) 0.01 1420 13.38
Public Service Enterprise (PEG) 0.01 670 43.28
Southwest Gas Corporation (SWX) 0.01 500 74.00
Celanese Corporation (CE) 0.01 300 93.33
Enbridge Inc 0.01 565 38.94
Sangamo Biosciences (SGMO) 0.01 3000 8.67
Suncor Energy Inc Cad Com 0.01 800 28.75
Weis Markets (WMK) 0.01 450 48.89
Seabridge Gold Inc 0.01 2500 10.80
Fdx Corp. 0.01 200 215.00
SPDR KBW Bank (KBE) 0.01 695 43.17
Columbia/hca 0.01 380 86.84
Tesla Motors (TSLA) 0.01 121 363.64
Roche Holding (RHHBY) 0.01 1200 31.67
iShares Dow Jones US Utilities (IDU) 0.01 200 130.00
iShares Dow Jones US Consumer Goods (IYK) 0.01 240 120.83
iShares Dow Jones US Consumer Ser. (IYC) 0.01 190 163.16
ETFS Gold Trust (SGOL) 0.01 145 117.24
iShares Dow Jones US Healthcare (IYH) 0.01 235 165.96
Bank Of America Corp 6.625% preferred 0.01 1000 26.00
Palo Alto Networks 0.01 249 132.53
Accenture 0.01 225 124.44
Vanguard Total Intl Stock Inde 0.01 1273 27.49
Veeva Sys Inc cl a 0.01 318 59.75
Cdk Global 0.01 533 NEW 61.91
Paypal Holdings 0.01 400 -20% 52.50
Hewlett Packard Enterprise 0.01 1880 16.49
Itt 0.01 845 40.24
Charter Communications Inc New Cl A cl a 0.01 48 333.33
General Dynamics 0.01 210 NEW 200.00
HSBC Holdings (HBC) 0.00 200 45.00
Idearc Inc 0.00 8 NEW 0.00
Western Union Company (WU) 0.00 750 +36% 18.67
Equifax (EFX) 0.00 100 NEW 30.00
Expeditors International of Washington (EXPD) 0.00 110 NEW 45.45
Dick's Sporting Goods (DKS) 0.00 30 NEW 66.67
Via (VIA.B) 0.00 200 NEW 35.00
Teva Pharmaceutical Industries (TEVA) 0.00 188 31.91
American Intl Group Inc 0.00 100 NEW 50.00
CBS Corporation (CBS) 0.00 50 NEW 60.00
Brown & Brown (BRO) 0.00 100 NEW 30.00
Gen-Probe Incorporated (GPRO) 0.00 25 NEW 0.00
NVIDIA Corporation (NVDA) 0.00 50 140.00
Power Integrations (POWI) 0.00 60 NEW 50.00
Reynolds American (RAI) 0.00 88 NEW 45.45
Ritchie Bros. Auctioneers Inco 0.00 80 NEW 25.00
Steelcase (SCS) 0.00 1000 -35% 14.00
SYSCO Corporation (SYY) 0.00 100 NEW 40.00
McGraw-Hill Companies (MHP) 0.00 200 NEW 55.00
Avery Dennison Corporation (AVY) 0.00 130 NEW 92.31
Morgan Stanley (MS) 0.00 180 NEW 27.78
International Paper Company (IP) 0.00 99 -80% 50.51
Nokia Corporation (NOK) 0.00 10 0.00
Eastman Chemical Company (EMN) 0.00 56 89.29
Waters Corporation (WAT) 0.00 7 142.86
Carnival Corporation 0.00 150 66.67
Sbc Communications Inc. 0.00 187 NEW 21.39
Lockheed Martin Corporation (LMT) 0.00 24 NEW 291.67
Credit Suisse Group AG (CS) 0.00 750 14.67
Hess (HES) 0.00 30 NEW 66.67
Intuitive Surgical (ISRG) 0.00 4 NEW 500.00
Motorola (MOT) 0.00 150 NEW 6.67
Royal Dutch Shell (RDS.B) 0.00 40 NEW 50.00
Sigma-Aldrich Corporation (SIAL) 0.00 30 NEW 66.67
Symantec Corporation (SYMC) 0.00 56 35.71
Walgreen Company (WAG) 0.00 160 NEW 75.00
WellPoint (WLP) 0.00 75 NEW 120.00
Xerox Corporation (XRX) 0.00 100 -75% 30.00
Federal National Mortgage Association (FNMA) 0.00 2000 NEW 0.00
Stericycle (SRCL) 0.00 100 NEW 140.00
Genentech Inc 0.00 25 NEW 80.00
St Paul Travelers Cos Inc 0.00 100 NEW 40.00
Bayer AG (BAYRY) 0.00 75 133.33
Federal Home Loan Mortgage (FMCC) 0.00 840 NEW 0.00
Frontier Communications (FTR) 0.00 28 NEW 0.00
Fastenal Company (FAST) 0.00 170 NEW 35.29
Ultimate Software (ULTI) 0.00 43 209.30
J.M. Smucker Company (SJM) 0.00 30 NEW 133.33
Gra (GGG) 0.00 50 NEW 80.00
Genzyme Corporation (GENZ) 0.00 40 NEW 75.00
Marathon Oil Corporation (MRO) 0.00 180 NEW 11.11
Zimmer Holdings (ZMH) 0.00 60 NEW 100.00
Expedia Inc Cl A 0.00 60 150.00
H.J. Heinz Company (HNZ) 0.00 40 NEW 75.00
Corn Products International (CPO) 0.00 40 NEW 50.00
Caremark Rx Inc 0.00 75 NEW 66.67
Lindsay Corporation (LNN) 0.00 30 NEW 66.67
Neenah Paper (NP) 0.00 3 NEW 0.00
Quidel Corporation (QDEL) 0.00 300 26.67
Sun Hydraulics Corporation (SNHY) 0.00 80 NEW 37.50
Dynamic Materials Corporation (BOOM) 0.00 30 NEW 33.33
BorgWarner (BWA) 0.00 113 44.25
Hain Celestial (HAIN) 0.00 150 NEW 26.67
Myriad Genetics (MYGN) 0.00 80 NEW 25.00
Anglo American (AAUKY) 0.00 536 7.46
Sunopta Inc Com 0.00 270 NEW 0.00
VMware (VMW) 0.00 70 85.71
Fairpoint Communications (FRCMQ.PK) 0.00 2 NEW 0.00
Volcano Corporation (VOLC) 0.00 200 NEW 10.00
Bank One Corp 0.00 150 NEW 53.33
American Water Works (AWK) 0.00 26 76.92
Yamana Gold Inc 0.00 1278 2.35
Rackspace Hosting (RAX) 0.00 20 NEW 50.00
Symbion Inc Del 0.00 50 NEW 20.00
Hsbc Hldgs Plc adr a 1/40pf a 0.00 500 26.00
Amyris (AMRS) 0.00 148 -93% 0.00
Main Street Capital Corporation (MAIN) 0.00 173 NEW 40.46
Market Vectors Rare Earth Strat Met ETF (REMX) 0.00 65 NEW 15.38
WisdomTree Japan Total Dividend Fd (DXJ) 0.00 31 64.52
Genitope Corporation (GTOP) 0.00 6000 0.00
Target Corporation cs 0.00 250 NEW 56.00
Tri-Continental Corp. preferred Preferred B stock 0.00 275 25.45
Phillips 66 0.00 7 142.86
Ingredion Incorporated 0.00 40 NEW 75.00
Servicenow 0.00 108 101.85
Wp Carey 0.00 78 NEW 64.10
Workday Inc cl a 0.00 105 95.24
Tasty Fries Inc New Par $0.001 0.00 500 0.00
Tableau Software Inc Cl A 0.00 53 -57% 56.60
Five Prime Therapeutics 0.00 325 30.77
Softbank Corp Sedol B01jcg5 0.00 40 NEW 75.00
Twitter 0.00 400 17.50
Silver Bullion Tr. 0.00 150 6.67
Immunosyn 0.00 1000 0.00
Zendesk 0.00 376 26.60
California Resources 0.00 19 NEW 0.00
Miller Howard High Inc Eqty 0.00 308 NEW 12.99
Chemours 0.00 64 31.25
Dell Technologies Inc Class V equity 0.00 25 80.00
Adient 0.00 113 61.95
Conduent Incorporate 0.00 80 12.50
Banco De Sabadell 0.00 1041 3.84
Varex Imaging 0.00 268 -17% 33.58
Snap Inc cl a 0.00 100 20.00
Dxc Technology 0.00 158 75.95
Wisdomtree Europe Hedged E 0.00 59 NEW 67.80
Teekay Corp 0.00 146 NEW 6.85
Cadbury Plc Adr 0.00 50 NEW 60.00

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

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