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 +2% 57620 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 NEW 53718 126.53
Masco Corporation (MAS) 2.28 176426 38.21
Invesco Ltd shs 2.28 -2% 191049 35.19
Schlumberger (SLB) 2.18 97789 65.84
salesforce (CRM) 2.15 -2% 73229 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 +2% 113442 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 +7% 92910 55.21
Illumina (ILMN) 1.72 +4% 29328 173.52
Bristol Myers Squibb (BMY) 1.64 +3514% 86740 55.72
Paychex (PAYX) 1.64 85190 56.94
Constellation Brands (STZ) 1.63 +2% 24810 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 NEW 116870 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 -57% 23137 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 +2% 15233 68.93
Streettracks Gold Tr gold shs 0.33 +17% 8235 118.03
AT&T; (T) 0.24 NEW 18847 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 +5% 3653 102.38
Facebook Inc cl a 0.13 2568 151.09
International Business Machines (IBM) 0.12 +2% 2374 153.75
Goldman Sachs (GS) 0.11 +5% 1515 221.78
CSX Corporation (CSX) 0.11 5795 54.53
General Electric Company (GE) 0.11 -2% 11980 27.05
Abbvie 0.11 4668 72.41
Comcast Corporation (CMCSA) 0.10 -2% 7658 38.91
American Express Company (AXP) 0.10 3400 84.12
Home Depot (HD) 0.10 +5% 1989 153.34
Johnson & Johnson (JNJ) 0.10 +4% 2314 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 +6% 1110 208.11
Wells Fargo & Company Non-cum Perpet cnv 0.07 160 1312.50
Berkshire Hathaway (BRK.B) 0.07 +13% 1230 169.11
Pepsi (PEP) 0.07 +8% 1858 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 -9% 3353 55.47
Adobe Systems Incorporated (ADBE) 0.06 +6% 1160 141.38
NIKE (NKE) 0.06 2776 59.08
Philip Morris International (PM) 0.06 1390 117.27
Citi (C) 0.06 +7% 2575 66.80
Danaher Corporation (DHR) 0.06 1984 84.17
Bank Of America Corporation preferred 0.06 150 1260.00
Pfizer (PFE) 0.05 +4% 4790 33.61
United Parcel Service (UPS) 0.05 1380 110.87
Amgen (AMGN) 0.05 +21% 900 172.22
Honeywell International (HON) 0.05 1200 133.33
Telecom Spdr 0.05 -17% 2170 70.51
Abbott Laboratories (ABT) 0.04 2520 48.41
Duke Energy Corp 0.04 1333 83.27
Intel Corporation (INTC) 0.04 +12% 3170 33.75
Vanguard REIT ETF (VNQ) 0.04 +298% 1519 82.95
State Street Corporation (STT) 0.03 +17% 1000 90.00
Wal-Mart Stores (WMT) 0.03 -24% 1243 75.62
Kimberly-Clark Corporation (KMB) 0.03 +49% 605 128.93
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 +15% 530 118.87
Sealed Air (SEE) 0.02 1060 44.34
Dow Chemical Company (DOW) 0.02 1020 62.75
Medtronic (MDT) 0.02 +65% 505 89.11
Electronic Arts (ERTS) 0.02 634 105.68
E.I. du Pont de Nemours & Company (DD) 0.02 +16% 895 80.45
Equity Residential (EQR) 0.02 780 65.38
Thermo Fisher Scientific (TMO) 0.02 +29% 326 174.85
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 -13% 700 102.86
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 NEW 20 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 NEW 160 143.75
T. Rowe Price (TROW) 0.01 -99% 410 73.17
Sherwin-Williams Company (SHW) 0.01 70 357.14
Union Pacific Corporation (UNP) 0.01 -6% 326 110.43
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 +234% 435 59.77
Analog Devices (ADI) 0.01 200 80.00
National-Oilwell Var (NOV) 0.01 800 32.50
Mylan (MYL) 0.01 NEW 300 50.00
Becton, Dickinson and (BDX) 0.01 +12% 180 194.44
Novartis AG (NVS) 0.01 -99% 373 83.11
BB&T; Corporation (BBT) 0.01 400 45.00
Colgate-Palmolive Company (CL) 0.01 +5% 380 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 -40% 300 76.67
Texas Instruments Incorporated (TXN) 0.01 +152% 386 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 +50% 300 123.33
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 NEW 533 61.91
Paypal Holdings 0.01 -20% 400 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 NEW 210 200.00
HSBC Holdings (HBC) 0.00 200 45.00
Idearc Inc 0.00 NEW 8 0.00
Western Union Company (WU) 0.00 +36% 750 18.67
Equifax (EFX) 0.00 NEW 100 30.00
Expeditors International of Washington (EXPD) 0.00 NEW 110 45.45
Dick's Sporting Goods (DKS) 0.00 NEW 30 66.67
Via (VIA.B) 0.00 NEW 200 35.00
Teva Pharmaceutical Industries (TEVA) 0.00 188 31.91
American Intl Group Inc 0.00 NEW 100 50.00
CBS Corporation (CBS) 0.00 NEW 50 60.00
Brown & Brown (BRO) 0.00 NEW 100 30.00
Gen-Probe Incorporated (GPRO) 0.00 NEW 25 0.00
NVIDIA Corporation (NVDA) 0.00 50 140.00
Power Integrations (POWI) 0.00 NEW 60 50.00
Reynolds American (RAI) 0.00 NEW 88 45.45
Ritchie Bros. Auctioneers Inco 0.00 NEW 80 25.00
Steelcase (SCS) 0.00 -35% 1000 14.00
SYSCO Corporation (SYY) 0.00 NEW 100 40.00
McGraw-Hill Companies (MHP) 0.00 NEW 200 55.00
Avery Dennison Corporation (AVY) 0.00 NEW 130 92.31
Morgan Stanley (MS) 0.00 NEW 180 27.78
International Paper Company (IP) 0.00 -80% 99 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 NEW 187 21.39
Lockheed Martin Corporation (LMT) 0.00 NEW 24 291.67
Credit Suisse Group AG (CS) 0.00 750 14.67
Hess (HES) 0.00 NEW 30 66.67
Intuitive Surgical (ISRG) 0.00 NEW 4 500.00
Motorola (MOT) 0.00 NEW 150 6.67
Royal Dutch Shell (RDS.B) 0.00 NEW 40 50.00
Sigma-Aldrich Corporation (SIAL) 0.00 NEW 30 66.67
Symantec Corporation (SYMC) 0.00 56 35.71
Walgreen Company (WAG) 0.00 NEW 160 75.00
WellPoint (WLP) 0.00 NEW 75 120.00
Xerox Corporation (XRX) 0.00 -75% 100 30.00
Federal National Mortgage Association (FNMA) 0.00 NEW 2000 0.00
Stericycle (SRCL) 0.00 NEW 100 140.00
Genentech Inc 0.00 NEW 25 80.00
St Paul Travelers Cos Inc 0.00 NEW 100 40.00
Bayer AG (BAYRY) 0.00 75 133.33
Federal Home Loan Mortgage (FMCC) 0.00 NEW 840 0.00
Frontier Communications (FTR) 0.00 NEW 28 0.00
Fastenal Company (FAST) 0.00 NEW 170 35.29
Ultimate Software (ULTI) 0.00 43 209.30
J.M. Smucker Company (SJM) 0.00 NEW 30 133.33
Gra (GGG) 0.00 NEW 50 80.00
Genzyme Corporation (GENZ) 0.00 NEW 40 75.00
Marathon Oil Corporation (MRO) 0.00 NEW 180 11.11
Zimmer Holdings (ZMH) 0.00 NEW 60 100.00
Expedia Inc Cl A 0.00 60 150.00
H.J. Heinz Company (HNZ) 0.00 NEW 40 75.00
Corn Products International (CPO) 0.00 NEW 40 50.00
Caremark Rx Inc 0.00 NEW 75 66.67
Lindsay Corporation (LNN) 0.00 NEW 30 66.67
Neenah Paper (NP) 0.00 NEW 3 0.00
Quidel Corporation (QDEL) 0.00 300 26.67
Sun Hydraulics Corporation (SNHY) 0.00 NEW 80 37.50
Dynamic Materials Corporation (BOOM) 0.00 NEW 30 33.33
BorgWarner (BWA) 0.00 113 44.25
Hain Celestial (HAIN) 0.00 NEW 150 26.67
Myriad Genetics (MYGN) 0.00 NEW 80 25.00
Anglo American (AAUKY) 0.00 536 7.46
Sunopta Inc Com 0.00 NEW 270 0.00
VMware (VMW) 0.00 70 85.71
Fairpoint Communications (FRCMQ.PK) 0.00 NEW 2 0.00
Volcano Corporation (VOLC) 0.00 NEW 200 10.00
Bank One Corp 0.00 NEW 150 53.33
American Water Works (AWK) 0.00 26 76.92
Yamana Gold Inc 0.00 1278 2.35
Rackspace Hosting (RAX) 0.00 NEW 20 50.00
Symbion Inc Del 0.00 NEW 50 20.00
Hsbc Hldgs Plc adr a 1/40pf a 0.00 500 26.00
Amyris (AMRS) 0.00 -93% 148 0.00
Main Street Capital Corporation (MAIN) 0.00 NEW 173 40.46
Market Vectors Rare Earth Strat Met ETF (REMX) 0.00 NEW 65 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 NEW 250 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 NEW 40 75.00
Servicenow 0.00 108 101.85
Wp Carey 0.00 NEW 78 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 -57% 53 56.60
Five Prime Therapeutics 0.00 325 30.77
Softbank Corp Sedol B01jcg5 0.00 NEW 40 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 NEW 19 0.00
Miller Howard High Inc Eqty 0.00 NEW 308 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 -17% 268 33.58
Snap Inc cl a 0.00 100 20.00
Dxc Technology 0.00 158 75.95
Wisdomtree Europe Hedged E 0.00 NEW 59 67.80
Teekay Corp 0.00 NEW 146 6.85
Cadbury Plc Adr 0.00 NEW 50 60.00

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

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