HoldingsChannel.com
Nelson Roberts Investment Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IJR) 310,962 -1,816 $26,074
     IJR310,962-1,816$26,074
ALPHABET INC 14,617 -122 $19,543
     GOOG14,617-122$19,543
MICROSOFT CORP 108,038 +90 $17,038
     MSFT108,038+90$17,038
VANGUARD TAX MANAGED INTL FD (VEA) 380,065 -2,514 $16,746
     VEA380,065-2,514$16,746
AMAZON COM INC 8,768 -63 $16,202
     AMZN8,768-63$16,202
COCA COLA CO 267,819 +260,619 $14,824
     KO267,819+260,619$14,824
COSTCO WHSL CORP NEW 43,404 -11,290 $12,757
     COST43,404-11,290$12,757
MEDTRONIC PLC 99,816 -275 $11,324
     MDT99,816-275$11,324
VERIZON COMMUNICATIONS INC 177,731 -2,100 $10,913
     VZ177,731-2,100$10,913
UNITEDHEALTH GROUP INC 36,603 -364 $10,761
     UNH36,603-364$10,761
CISCO SYS INC 215,675 -1,879 $10,344
     CSCO215,675-1,879$10,344
ILLUMINA INC 30,111 -194 $9,989
     ILMN30,111-194$9,989
VANGUARD INTL EQUITY INDEX F (VWO) 224,557 -158,022 $9,986
     VWO224,557-158,022$9,986
JPMORGAN CHASE & CO 69,776 +1,188 $9,727
     JPM69,776+1,188$9,727
FIRST REP BK SAN FRANCISCO C 82,546 +1,249 $9,695
     FRC82,546+1,249$9,695
TJX COS INC NEW 154,672 -57,548 $9,444
     TJX154,672-57,548$9,444
PROCTER & GAMBLE CO 71,560 -832 $8,938
     PG71,560-832$8,938
LINDE PLC 41,465 -6 $8,828
     LIN41,465-6$8,828
VISA INC 46,380 +231 $8,715
     V46,380+231$8,715
HOME DEPOT INC 39,004 -749 $8,518
     HD39,004-749$8,518
MASCO CORP 167,559 -3,778 $8,041
     MAS167,559-3,778$8,041
THE CHARLES SCHWAB CORPORATI 164,133 -3,488 $7,806
     SCHW164,133-1,688$7,806
DISNEY WALT CO 53,429 +492 $7,727
     DIS53,429+492$7,727
AT&T INC 194,456 -2,509 $7,599
     T194,456-2,509$7,599
QUALCOMM INC 86,089 +497 $7,596
     QCOM86,089+497$7,596
TRAVELERS COMPANIES INC 52,574 -162 $7,200
     TRV52,574-162$7,200
US BANCORP DEL 120,668 -377 $7,154
     USB120,668-377$7,154
HORMEL FOODS CORP 154,603 +65 $6,974
     HRL154,603+65$6,974
JP MORGAN EXCHANGE TRADED FD (JPST) 136,504 +136,504 $6,884
     JPST136,504+136,504$6,884
ROPER TECHNOLOGIES INC 18,777 +51 $6,651
     ROP18,777+51$6,651
UNITED TECHNOLOGIES CORP 43,365 -978 $6,494
     UTX43,365-978$6,494
EATON CORP PLC 68,019 -422 $6,443
     ETN68,019-422$6,443
VANGUARD SCOTTSDALE FDS (VCSH) 79,330 +79,330 $6,428
     VCSH79,330+79,330$6,428
SALESFORCE COM INC 39,463 -81 $6,418
     CRM39,463-81$6,418
ZOETIS INC 48,474 -297 $6,416
     ZTS48,474-297$6,416
HEXCEL CORP NEW 84,644 -2,325 $6,205
     HXL84,644-2,325$6,205
ORACLE CORP 106,563 -571 $5,646
     ORCL106,563-571$5,646
DIAGEO P L C 33,327 -146 $5,613
     DEO33,327-146$5,613
APPLE INC 18,608 -229 $5,464
     AAPL18,608-229$5,464
VANGUARD WORLD FDS (VPU) 36,132 +2,103 $5,163
     VPU36,132+2,103$5,163
SELECT SECTOR SPDR TR (XLE) 77,219 +55,800 $4,636
     XLE77,219+55,800$4,636
DIGITAL RLTY TR INC 37,838 +2,834 $4,531
     DLR37,838+2,834$4,531
GILEAD SCIENCES INC 69,487 -1,055 $4,515
     GILD69,487-1,055$4,515
INTERNATIONAL BUSINESS MACHS 33,324 +31,524 $4,467
     IBM33,324+31,524$4,467
ISHARES TR (SHY) 49,716 +49,716 $4,207
     SHY49,716+49,716$4,207
SELECT SECTOR SPDR TR (XLV) 40,970 +562 $4,173
     XLV40,970+562$4,173
VENTAS INC 70,803 +70,803 $4,088
     VTR70,803+70,803$4,088
SELECT SECTOR SPDR TR (XLK) 43,161 -1,879 $3,957
     XLK43,161-1,879$3,957
SCHWAB STRATEGIC TR 75,807 +75,807 $3,827
     SCHO75,807+75,807$3,827
STERICYCLE INC 57,021 +444 $3,639
     SRCL57,021+444$3,639

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 12/31/2019: $475,674
At 09/30/2019: $421,781

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 - 2020, 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.