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Name: |
NELSON ROBERTS INVESTMENT ADVISORS, LLC |
City: |
EAST PALO ALTO |
State: |
CA |
Zip: |
94303 |
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Achive
data |
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Filing Period: |
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Holdings
Found :
3 |
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New Positions |
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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 |
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AJG |
Arthur J Gallagher & Co |
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New |
$238.54 |
$927,000 |
4,123 |
% |
927,000 |
4,123 |
0 |
N/A |
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VTI |
Vanguard Total Stock Market... |
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New |
$250.56 |
$264,000 |
1,114 |
% |
264,000 |
1,114 |
0 |
N/A |
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VCSH |
Vanguard Scottsdale Funds |
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New |
$76.71 |
$263,000 |
3,404 |
% |
263,000 |
3,404 |
0 |
N/A |
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