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  Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
  City: EAST PALO ALTO
  State: CA
  Zip: 94303
   
Achive data
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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 :

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Holdings Found : 56     View All Holdings Currently Viewing:  Decreased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $397.84 $29,336,000 78,013 % 3,747,000 -3,027 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... - $50.87 $20,529,000 400,377 % 272,000 -6,148 0    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF - $49.11 $20,279,000 423,371 % 1,571,000 -4,524 0.019    Closed - End Fund - F...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS - $216.79 $17,420,000 81,657 % 1,915,000 -352 0    N/A
   (XLI)1 Year Chart         XLI SPDR Industrial Sector - $121.92 $14,125,000 123,910 % 1,495,000 -674 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $168.46 $12,933,000 91,772 % 389,000 -3,364 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $43.25 $10,592,000 257,710 % 170,000 -8,095 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $184.72 $9,909,000 65,217 % 903,000 -5,628 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $191.66 $7,697,000 45,252 % 837,000 -2,051 0    N/A
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc - $180.10 $7,631,000 52,762 % 1,564,000 -1,864 0    N/A
   (V)1 Year Chart         V Visa Inc - $267.61 $7,573,000 29,086 % 798,000 -368 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp - $732.44 $7,493,000 11,351 % 759,000 -569 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $163.84 $6,725,000 45,889 % -110,000 -974 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $492.97 $6,558,000 12,457 % 140,000 -273 0    N/A
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc - $46.79 $5,956,000 117,897 % -564,000 -3,376 0    N/A
   (LIN)1 Year Chart         LIN Linde Plc - $419.62 $5,605,000 13,647 % 366,000 -424 0    N/A
   (ROP)1 Year Chart         ROP Roper Industries Inc - $510.82 $5,402,000 9,908 % 423,000 -372 0    N/A
   (SHEL)1 Year Chart         SHEL Shell plc - $72.11 $5,256,000 79,882 % -90,000 -3,155 0    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... - $0.00 $5,254,000 94,822 % 517,000 -235 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $116.24 $5,108,000 51,086 % -954,000 -468 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp - $160.73 $5,105,000 34,227 % -872,000 -1,218 0    N/A
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS - $147.56 $4,594,000 33,513 % -176,000 -3,881 0    N/A
   (AMGN)1 Year Chart         AMGN Amgen Inc - $278.39 $4,537,000 15,753 % -415,000 -2,672 0    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc - $3,472.91 $4,416,000 1,245 % 293,000 -92 0    N/A
   (GIS)1 Year Chart         GIS General Mills Inc - $70.65 $4,402,000 67,572 % -100,000 -2,789 0    N/A
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific - $571.25 $4,312,000 8,124 % 131,000 -137 0    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc - $94.91 $4,280,000 45,629 % 162,000 -708 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $3,738,000 34,283 % 123,000 -825 0.001    Drug Manufacturers - ...
   (SYK)1 Year Chart         SYK Stryker Corp - $326.63 $3,661,000 12,227 % 206,000 -414 0    N/A
   (AEM)1 Year Chart         AEM Agnico Eagle Mines Ltd (USA) - $65.12 $3,629,000 66,154 % 551,000 -1,567 0    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... - $36.73 $3,266,000 81,521 % -18,000 -14,877 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc - $335.53 $3,232,000 9,327 % 313,000 -333 0    N/A
   (CMCSA)1 Year Chart         CMCSA Comcast Corp - $38.36 $3,176,000 72,440 % -165,000 -2,919 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $160.81 $3,163,000 20,411 % -484,000 -4,054 0    N/A
   (MAS)1 Year Chart         MAS Masco Corp - $68.98 $2,885,000 43,075 % 503,000 -1,487 0    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc - $80.92 $2,801,000 33,997 % -309,000 -5,687 0    N/A
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) - $136.57 $2,693,000 18,488 % -190,000 -838 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp - $75.33 $2,586,000 37,585 % 397,000 -2,289 0    N/A
   (XYL)1 Year Chart         XYL Xylem Inc. - $135.99 $2,514,000 21,986 % 470,000 -468 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp - $30.51 $2,508,000 49,918 % 648,000 -2,416 0    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co - $106.41 $2,431,000 24,975 % -20,000 -404 0    N/A
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc - $476.57 $2,259,000 3,787 % 264,000 -125 0    N/A
   (VZ)1 Year Chart         VZ Verizon Communications Inc - $38.93 $1,971,000 52,272 % 84,000 -5,961 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co - $112.62 $1,837,000 20,347 % 86,000 -1,262 0    N/A
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... - $0.00 $1,815,000 33,018 % -36,000 -1,537 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $27.70 $1,747,000 60,679 % -1,332,000 -32,160 0    N/A
   (KO)1 Year Chart         KO Coca-Cola Co - $61.99 $1,729,000 29,344 % -157,000 -4,350 0    N/A
   (TEL)1 Year Chart         TEL Te Connectivity Ltd - $144.94 $1,643,000 11,691 % 24,000 -1,412 0.004    Diversified Electronics
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... - $0.00 $1,347,000 26,822 % -111,000 -2,242 0    N/A
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. - $158.33 $1,111,000 8,159 % -352,000 -2,500 0    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector - $88.63 $937,000 10,954 % 64,000 -163 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc - $166.62 $819,000 5,864 % 39,000 -100 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $149.92 $665,000 4,243 % -10,000 -90 0    N/A
   (PFFD)1 Year Chart         PFFD Global X Us Preferred Etf - $0.00 $547,000 28,191 % -7,000 -1,255 0    N/A
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf - $0.00 $481,000 9,725 % -67,000 -1,424 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc - $242.03 $268,000 1,150 % -21,000 -50 0    N/A
      56 Records Found
  1    
Page 1 of 1
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