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  Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
  City: EAST PALO ALTO
  State: CA
  Zip: 94303
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $523,053,000
  Total Value Change : $76,089,000
  Securities Held Change : 9
   
All Securities Held : 103
  New Positions : 14
  Closed Positions : 5
  Increased Positions : 43
  Unchanged Positions : 8
  Decreased Positions : 38

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 104 Closed $177.81 $0 0 0% -235,000 -945 0    Auto Manufacturers
   (DD)1 Year Chart         DD DuPont de Nemours Inc 108 Closed $80.72 $0 0 0% -211,000 -2,742 0    Diversified Chemicals
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 107 Closed $77.35 $0 0 0% -263,000 -3,404 0    N/A
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 106 Closed $169.66 $0 0 0% -260,000 -1,317 0    Drugs - Generic
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 105 Closed $0.00 $0 0 0% -481,000 -9,725 0    N/A

      5 Records Found
  1    
Page 1 of 1
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