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| Name: |
NELSON ROBERTS INVESTMENT ADVISORS, LLC |
| City: |
EAST PALO ALTO |
| State: |
CA |
| Zip: |
94303 |
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data |
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| Holdings
Found :
14 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IHAK |
Ishares Cybersecurity And T... |
43 |
New |
$0.00 |
$3,054,000 |
65,189 |
0.58% |
3,054,000 |
65,189 |
0.557 |
N/A |
|
|
CRM |
Salesforce.com Inc |
60 |
New |
$231.81 |
$2,088,000 |
6,933 |
0.4% |
2,088,000 |
6,933 |
0.001 |
Internet Software & S... |
|
|
PEP |
Pepsico Inc |
79 |
New |
$166.48 |
$542,000 |
3,095 |
0.1% |
542,000 |
3,095 |
0 |
Beverage Soft Drinks... |
|
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LRCX |
Lam Research Corp |
82 |
New |
$1,089.58 |
$437,000 |
450 |
0.08% |
437,000 |
450 |
0.096 |
Semiconductor Equipme... |
|
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QQQ |
Invesco QQQ Trust Series I |
84 |
New |
$485.21 |
$381,000 |
857 |
0.07% |
381,000 |
857 |
0 |
Closed - End Fund - Debt |
|
|
TGT |
Target Corp |
89 |
New |
$142.54 |
$310,000 |
1,750 |
0.06% |
310,000 |
1,750 |
0 |
Discount, Variety Stores |
|
|
IBM |
International Business Mach... |
93 |
New |
$170.55 |
$266,000 |
1,395 |
0.05% |
266,000 |
1,395 |
0 |
Diversified Computer ... |
|
|
LLY |
Eli Lilly & Co |
94 |
New |
$891.46 |
$254,000 |
326 |
0.05% |
254,000 |
326 |
0 |
Drug Manufacturers - ... |
|
|
VOO |
Vanguard S&P 500 Etf |
98 |
New |
$504.28 |
$226,000 |
471 |
0.04% |
226,000 |
471 |
0 |
Closed - End Fund - E... |
|
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TXN |
Texas Instruments Inc |
99 |
New |
$196.25 |
$224,000 |
1,287 |
0.04% |
224,000 |
1,287 |
0 |
Semiconductor- Broad... |
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IWM |
iShares Tr Russell 2000 Indx |
101 |
New |
$200.75 |
$207,000 |
985 |
0.04% |
207,000 |
985 |
0 |
Closed - End Fund - E... |
|
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VGT |
Vanguard I T VIPERS |
100 |
New |
$588.82 |
$207,000 |
394 |
0.04% |
207,000 |
394 |
0 |
Closed - End Fund - E... |
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A |
Agilent Technologies Inc |
102 |
New |
$134.90 |
$205,000 |
1,410 |
0.04% |
205,000 |
1,410 |
0 |
Scientific & Technica... |
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NSC |
Norfolk Southern Corp |
103 |
New |
$249.65 |
$200,000 |
785 |
0.04% |
200,000 |
785 |
0 |
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