HoldingsChannel.com
Nelson Roberts Investment Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IJR) 312,778 -2,163 $24,346
     IJR312,778-2,163$24,346
ALPHABET INC 14,739 -98 $17,967
     GOOG14,739-98$17,967
COSTCO WHSL CORP NEW 54,694 -498 $15,758
     COST54,694-498$15,758
VANGUARD TAX MANAGED INTL FD (VEA) 382,579 +442 $15,716
     VEA382,579+442$15,716
AMAZON COM INC 8,831 -66 $15,330
     AMZN8,831-66$15,330
MICROSOFT CORP 107,948 -1,354 $15,008
     MSFT107,948-1,354$15,008
TJX COS INC NEW 212,220 -592 $11,829
     TJX212,220-592$11,829
MEDTRONIC PLC 100,091 +227 $10,872
     MDT100,091+227$10,872
VERIZON COMMUNICATIONS INC 179,831 +1,844 $10,855
     VZ179,831+1,844$10,855
CISCO SYS INC 217,554 -440 $10,749
     CSCO217,554-440$10,749
HOME DEPOT INC 39,753 +360 $9,223
     HD39,753+360$9,223
ILLUMINA INC 30,305 +99 $9,219
     ILMN30,305+99$9,219
PROCTER & GAMBLE CO 72,392 +320 $9,004
     PG72,392+320$9,004
VANGUARD INTL EQUITY INDEX F (VWO) 382,579 +159,175 $8,997
     VWO382,579+159,175$8,997
JPMORGAN CHASE & CO 68,588 +612 $8,072
     JPM68,588+612$8,072
LINDE PLC 41,471 -234 $8,034
     LIN41,471-234$8,034
UNITEDHEALTH GROUP INC 36,967 -110 $8,034
     UNH36,967-110$8,034
VISA INC 46,149 -656 $7,938
     V46,149-656$7,938
FIRST REP BK SAN FRANCISCO C 81,297 -325 $7,861
     FRC81,297-325$7,861
Travelers Companies Inc. 52,736 -400 $7,841
     TRV52,736-400$7,841
AT&T INC 196,965 +4,711 $7,453
     T196,965+4,711$7,453
HEXCEL CORP NEW 86,969 -606 $7,143
     HXL86,969-606$7,143
MASCO CORP 171,337 +80 $7,141
     MAS171,337+80$7,141
THE CHARLES SCHWAB CORPORATI      $6,984
     SCHW165,821+87,082$6,936
     SCHW.PRD1,800+1,800$48
DISNEY WALT CO 52,937 -610 $6,899
     DIS52,937-610$6,899
HORMEL FOODS CORP 154,538 -123 $6,758
     HRL154,538-123$6,758
US BANCORP DEL 121,045 -348 $6,699
     USB121,045-348$6,699
ROPER TECHNOLOGIES INC 18,726 +137 $6,678
     ROP18,726+137$6,678
QUALCOMM INC 85,592 -200 $6,529
     QCOM85,592-200$6,529
ZOETIS INC 48,771 +220 $6,076
     ZTS48,771+220$6,076
UNITED TECHNOLOGIES CORP 44,343 +744 $6,054
     UTX44,343+744$6,054
ORACLE CORP 107,134 -982 $5,896
     ORCL107,134-982$5,896
SALESFORCE COM INC 39,544 +159 $5,870
     CRM39,544+159$5,870
EATON CORP PLC 68,441 +130 $5,691
     ETN68,441+130$5,691
ROYAL DUTCH SHELL PLC      $5,607
     RDS.B91,553-1,160$5,484
     RDS.A2,083+2,000$123
DIAGEO P L C 33,473 +180 $5,474
     DEO33,473+180$5,474
VANGUARD WORLD FDS (VPU) 34,029 +2,454 $4,888
     VPU34,029+2,454$4,888
DIGITAL RLTY TR INC 35,004 +2,240 $4,544
     DLR35,004+2,240$4,544
GILEAD SCIENCES INC 70,542 +75 $4,471
     GILD70,542+75$4,471
HARSCO CORP 225,476 +225,476 $4,275
     HSC225,476+225,476$4,275
APPLE INC 18,837 -293 $4,219
     AAPL18,837-293$4,219
EXXON MOBIL CORP 52,568 +1,662 $3,712
     XOM52,568+1,662$3,712
SELECT SECTOR SPDR TR (XLV) 40,408 -425 $3,642
     XLV40,408-425$3,642
SELECT SECTOR SPDR TR (XLK) 45,040 +602 $3,627
     XLK45,040+602$3,627
AKAMAI TECHNOLOGIES INC 37,546 -42,437 $3,431
     AKAM37,546-42,437$3,431
ISHARES TR (EFA) 51,031 UNCH $3,327
     EFA51,031UNCH$3,327
STERICYCLE INC 56,577 +655 $2,881
     SRCL56,577+655$2,881
SELECT SECTOR SPDR TR (XLF) 87,957 +696 $2,463
     XLF87,957+696$2,463
SELECT SECTOR SPDR TR (XLC) 46,290 +1,430 $2,292
     XLC46,290+1,430$2,292
SCHLUMBERGER LTD 66,004 +1,025 $2,255
     SLB66,004+1,025$2,255

See Full List: All Stocks Held By Nelson Roberts Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nelson Roberts Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $421,781
At 06/30/2019: $422,946

Nelson Roberts Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nelson Roberts Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Nelson Roberts Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.