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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 : 2023-12-31
  Total Value : $446,964,000
  Total Value Change : $39,142,000
  Securities Held Change : 3
   
All Securities Held : 94
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co New $238.54 $927,000 4,123 % 927,000 4,123 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... New $250.56 $264,000 1,114 % 264,000 1,114 0    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds New $76.71 $263,000 3,404 % 263,000 3,404 0    N/A

      3 Records Found
  1    
Page 1 of 1
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