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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 : 8     View All Holdings Currently Viewing:  Unchanged 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
   (ORCL)1 Year Chart         ORCL Oracle Corp - $114.63 $900,000 8,538 % -4,000 0 0    N/A
   (CRBU)1 Year Chart         CRBU Caribou Biosciences, Inc. - $3.69 $487,000 85,020 % 81,000 0 0    N/A
   (HSC)1 Year Chart         HSC Harsco Corp - $8.13 $339,000 37,650 % 67,000 0 0    N/A
   (IWO)1 Year Chart         IWO iShares Russell 2000 Growth - $249.58 $290,000 1,150 % 32,000 0 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) - $35.59 $288,000 7,987 % 23,000 0 0    N/A
   (MCD)1 Year Chart         MCD McDonalds Corp - $274.43 $264,000 890 % 30,000 0 0    N/A
   (ZTS)1 Year Chart         ZTS Zoetis Inc. - $158.50 $260,000 1,317 % 31,000 0 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $179.99 $235,000 945 % -1,000 0 0    Auto Manufacturers

      8 Records Found
  1    
Page 1 of 1
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