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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 :
27 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
|
- |
$858.17 |
$53,849,000 |
108,737 |
% |
6,575,000 |
60 |
0 |
N/A |
|
|
AAPL |
Apple Inc |
|
- |
$173.03 |
$19,258,000 |
100,026 |
% |
2,808,000 |
3,947 |
0 |
N/A |
|
|
SPTS |
Spdr Barclays Short Term Tr... |
|
- |
$29.48 |
$17,280,000 |
594,823 |
% |
878,000 |
23,739 |
0 |
N/A |
|
|
IVV |
iShares Core S&P 500 Etf |
|
- |
$507.46 |
$9,789,000 |
20,495 |
% |
5,957,000 |
11,572 |
0 |
N/A |
|
|
XLK |
SPDR Technology Sector |
|
- |
$197.06 |
$7,730,000 |
40,158 |
% |
2,998,000 |
11,295 |
0 |
N/A |
|
|
SPY |
Standard & Poors Depository... |
|
- |
$505.03 |
$5,890,000 |
12,391 |
% |
749,000 |
364 |
0 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
|
- |
$140.48 |
$2,987,000 |
21,904 |
% |
630,000 |
3,595 |
0 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
|
- |
$38.17 |
$2,588,000 |
70,026 |
% |
670,000 |
13,549 |
0 |
N/A |
|
|
CB |
Chubb Ltd (ACE Ltd) |
|
- |
$250.25 |
$2,121,000 |
9,386 |
% |
182,000 |
74 |
0 |
N/A |
|
|
XLY |
SPDR cnsmr discr sel sect |
|
- |
$176.72 |
$1,871,000 |
10,466 |
% |
207,000 |
128 |
0 |
N/A |
|
|
XLC |
Communication Services Sele... |
|
- |
$79.37 |
$1,840,000 |
25,322 |
% |
219,000 |
605 |
0 |
N/A |
|
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XLF |
SPDR Financial Sector |
|
- |
$40.46 |
$1,835,000 |
48,815 |
% |
241,000 |
768 |
0 |
N/A |
|
|
XLP |
SPDR Consmr Stpls Sector |
|
- |
$75.65 |
$1,716,000 |
23,820 |
% |
140,000 |
918 |
0 |
N/A |
|
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GLD |
streetTRACKS Gold Trust |
|
- |
$213.13 |
$1,383,000 |
7,235 |
% |
190,000 |
275 |
0 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
|
- |
$106.33 |
$1,355,000 |
12,519 |
% |
187,000 |
133 |
0 |
N/A |
|
|
XLE |
SPDR Energy Sector |
|
- |
$92.56 |
$1,320,000 |
15,745 |
% |
-96,000 |
75 |
0 |
N/A |
|
|
INTU |
Intuit Inc |
|
- |
$614.04 |
$1,228,000 |
1,965 |
% |
916,000 |
1,354 |
0 |
N/A |
|
|
SCHO |
Schwab Short-Term U.S. Tre... |
|
- |
$47.86 |
$845,000 |
17,441 |
% |
142,000 |
2,762 |
0 |
N/A |
|
|
NUE |
Nucor Corp |
|
- |
$170.52 |
$625,000 |
3,591 |
% |
65,000 |
9 |
0 |
N/A |
|
|
BRK.B |
Berkshire Hathaway B |
|
- |
$400.60 |
$449,000 |
1,260 |
% |
11,000 |
9 |
0 |
N/A |
|
|
ABT |
Abbott Laboratories |
|
- |
$105.92 |
$404,000 |
3,666 |
% |
50,000 |
15 |
0 |
N/A |
|
|
FB |
Meta Platforms Inc |
|
- |
$441.68 |
$373,000 |
1,055 |
% |
60,000 |
12 |
0 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
|
- |
$60.24 |
$291,000 |
1,848 |
% |
-1,000 |
21 |
0 |
N/A |
|
|
GS |
Goldman Sachs Group Inc |
|
- |
$432.57 |
$288,000 |
746 |
% |
49,000 |
6 |
0 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
|
- |
$295.32 |
$220,000 |
747 |
% |
220,000 |
747 |
0 |
N/A |
|
|
CSX |
CSX Corp |
|
- |
$33.57 |
$215,000 |
6,200 |
% |
215,000 |
6,200 |
0 |
N/A |
|
|
DD |
DuPont de Nemours Inc |
|
- |
$77.75 |
$211,000 |
2,742 |
% |
8,000 |
27 |
0 |
N/A |
|
