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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 :
8 |
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Menu
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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 |
|
INTU |
Intuit Inc |
70 |
- |
$609.68 |
$1,277,000 |
1,965 |
0.24% |
49,000 |
0 |
0.001 |
Application Software |
|
|
FB |
Meta Platforms Inc |
81 |
- |
$499.49 |
$512,000 |
1,055 |
0.1% |
139,000 |
0 |
0 |
Internet Service Prov... |
|
|
CRBU |
Caribou Biosciences, Inc. |
83 |
- |
$1.64 |
$437,000 |
85,020 |
0.08% |
-50,000 |
0 |
0 |
N/A |
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HSC |
Harsco Corp |
87 |
- |
$8.38 |
$344,000 |
37,650 |
0.07% |
5,000 |
0 |
0.048 |
Conglomerates |
|
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VTI |
Vanguard Total Stock Market... |
91 |
- |
$269.40 |
$290,000 |
1,114 |
0.06% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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ENB |
Enbridge Inc (USA) |
92 |
- |
$34.80 |
$289,000 |
7,987 |
0.06% |
1,000 |
0 |
0 |
Oil & Gas Pipelines &... |
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MCD |
McDonalds Corp |
95 |
- |
$250.79 |
$251,000 |
890 |
0.05% |
-13,000 |
0 |
0 |
Restaurants |
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CSX |
CSX Corp |
97 |
- |
$33.03 |
$230,000 |
6,200 |
0.04% |
15,000 |
0 |
0 |
Railroads |
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