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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
71
12
5
3
8
0
58
16
11
NELSON ROBERTS INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings291

Total Value ($x1000)358,839
Activities
New29

Increased20

Unchanged168

Decreased74

Sold Out45

Top 10 Stock Holdingstotal 35.25%
IJR6.11

AMZN4.44

GOOG4.33

VEA3.69

COST3.17

 
VZ2.84

CRM2.74

CSCO2.68

TJX2.63

UNH2.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
6.11%
CORE S&P SCP ETF
AMZN
4.44%
COM
GOOG
4.33%
CAP STK CL C
VEA
3.69%
FTSE DEV MKT ETF
COST
3.17%
COM
VZ
2.84%
COM
CRM
2.74%
COM
CSCO
2.68%
COM
TJX
2.63%
COM
UNH
2.62%
COM
ILMN
2.56%
COM
VWO
2.39%
FTSE EMR MKT ETF
ROP
2.2%
COM
MSFT
2.02%
COM
FRC
2.02%
COM
QCOM
2.01%
COM
JPM
1.88%
COM
LINDE PL...
1.87%
COM
HRL
1.87%
COM
TRV
1.8%
COM
CVX
1.77%
COM
MDT
1.7%
SHS
USB
1.6%
COM NEW
DIS
1.58%
COM DISNEY
PG
1.48%
COM
HXL
1.42%
COM
ORCL
1.41%
COM
MAS
1.4%
COM
DEO
1.37%
SPON ADR NEW
AKAM
1.37%
COM
UTX
1.3%
COM
ETN
1.3%
SHS
BMY
1.25%
COM
SIVB
1.23%
COM
XLV
1.16%
SBI HEALTHCARE
GILD
1.15%
COM
STZ
1.14%
CL A
MB
1.04%
COM CL A
XOM
1.02%
COM
ZTS
1%
CL A
EFA
0.93%
MSCI EAFE ETF
XLK
0.93%
TECHNOLOGY
AAPL
0.88%
COM
SCHW
0.87%
COM
AGN
0.82%
SHS
T
0.7%
COM
XLF
0.66%
SBI INT-FINL
CAPRI HO...
0.65%
COM
SPY
0.64%
TR UNIT
XLY
0.62%
SBI CONS DISCR
SRCL
0.56%
COM
XLE
0.56%
SBI INT-ENERGY
VOO
0.51%
SHS
XLI
0.46%
SBI INT-INDS
SLB
0.46%
COM
XLP
0.46%
SBI CONS STPLS
IVV
0.41%
CORE S&P500 ETF
XLC
0.34%
COMMUNICATION
RSP
0.34%
S&P500 EQL WGT
ABBV
0.28%
COM
GOOGL
0.28%
CAP STK CL A
JNJ
0.22%
COM
GOLD TRU...
0.2%
COM
QLYS
0.19%
COM
ZUO
0.18%
CL A
DWDP
0.18%
COM
XLB
0.17%
SBI MATERIALS
LOW
0.16%
COM
ABT
0.16%
COM
AMGN
0.13%
COM
ADP
0.11%
COM
MRK
0.11%
COM
BA
0.1%
COM
MCD
0.1%
COM
VB
0.09%
SMALL CP ETF
V
0.09%
COM CL A
HD
0.09%
COM
PFE
0.09%
COM
KO
0.08%
COM
INTC
0.08%
COM
CSX
0.08%
COM
AXP
0.07%
COM
HIVE
0.07%
COM
FB
0.07%
CL A
CMCSA
0.06%
CL A
GS
0.06%
COM
BAC
0.06%
COM
NUE
0.06%
COM
DHR
0.06%
COM
IWF
0.06%
RUS 1000 GRW ETF
WFC/PL
0.06%
PERP PFD CNV A
FITB
0.06%
COM
NSC
0.06%
COM
MMM
0.05%
COM
PEP
0.05%
COM
NKE
0.05%
CL B
BAC/PL
0.05%
7.25%CNV PFD L
BRK.B
0.05%
CL B NEW
UPS
0.04%
CL B
IBM
0.04%
COM
WMT
0.04%
COM
FIERA CA...
0.04%
COM
HON
0.04%
COM
WFC
0.04%
COM
FOXA
0.03%
CL A
C
0.03%
COM NEW
PM
0.03%
COM
CVS
0.02%
COM
UDR
0.02%
COM
TMO
0.02%
COM
COP
0.02%
COM
MA
0.02%
CL A
HP
0.02%
COM
CAT
0.02%
COM
UNP
0.02%
COM
AVB
0.02%
COM
NTAP
0.02%
COM
PNC
0.02%
COM
OXY
0.02%
COM
ESS
0.02%
COM
IRBT
0.02%
COM
GE
0.02%
COM
IVZ
0.02%
SHS
SNAP
0.02%
CL A
TXRH
0.02%
COM
ADBE
0.02%
COM
LLY
0.01%
COM
EQR
0.01%
SH BEN INT
PAYX
0.01%
COM
RCD
0.01%
S&P500 EQL DIS
EA
0.01%
COM
PANW
0.01%
COM
HCA
0.01%
COM
LMT
0.01%
COM
VNQ
0.01%
REIT ETF
EOG
0.01%
COM
BLK
0.01%
COM
CINF
0.01%
COM
XEL
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
STL
0.01%
COM
ACCENTUR...
0.01%
COM
BIP
0.01%
LP INT UNIT
F
0.01%
COM PAR $0.01
AGERE SY...
0.01%
COM
NOW
0.01%
COM
K
0.01%
COM
LAMR
0.01%
CL A
COF
0.01%
COM
SWX
0.01%
COM
CI
0.01%
COM
BDX
0.01%
COM
ES
0.01%
COM
DLTR
0.01%
COM
ADI
0.01%
COM
FDX
0.01%
COM
IYC
0.01%
U.S. CNSM SV ETF
SA
0.01%
COM
AFL
0.01%
COM
HPQ
0.01%
COM
CME
0.01%
COM
TGT
0.01%
COM
EW
0.01%
COM
BP
0.01%
SPONSORED ADR
DE
0.01%
COM
SBUX
0.01%
COM
RWX
0.01%
DJ INTL RL ETF
GLW
0.01%
COM
KMB
0.01%
COM
TSLA
0.01%
COM
IYK
0.01%
U.S. CNSM GD ETF
KBE
0.01%
S&P BK ETF
NXP SEMI...
0.01%
COM
CTAS
0.01%
COM
A
0.01%
COM
TXN
0.01%
COM
ED
0.01%
COM
PEG
0.01%
COM
MO
0.01%
COM
STK
0.01%
COM
EPD
0.01%
COM
STT
0.01%
COM
SYK
0.01%
COM
PYPL
0.01%
COM
WMK
0.01%
COM
NOC
0.01%
COM
PHM
0.01%
COM
HPE
0.01%
COM
NVS
0.01%
SPONSORED ADR
CHKP
0.01%
ORD
ROKU
0.01%
CL A
NEW NADI...
0.01%
COM
ROCHE HO...
0.01%
COM
APU
0.01%
UNIT L P INT
TIF
0.01%
COM
SEE
0.01%
COM
RTN
< 0.01%
COM NEW
HBAN
< 0.01%
COM
ROYAL CA...
< 0.01%
COM
QDEL
< 0.01%
COM
PJC
< 0.01%
COM
FISV
< 0.01%
COM
TROW
< 0.01%
COM
CCK
< 0.01%
COM
VLO
< 0.01%
COM
NOV
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
NSRGY
< 0.01%
COM
AMD
< 0.01%
COM
KEYS
< 0.01%
COM
ITOCHU C...
< 0.01%
COM
SGMO
< 0.01%
COM
BBT
< 0.01%
COM
MET
< 0.01%
COM
CHTR
< 0.01%
CL A
VMW
< 0.01%
CL A COM
FBHS
< 0.01%
COM
JWN
< 0.01%
COM
WY
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
RDS/B
< 0.01%
SPON ADR B
NVDA
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
EBAY
< 0.01%
COM
FTV
< 0.01%
COM
DXC
< 0.01%
COM
PGR
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
ANGLO AM...
< 0.01%
COM
DATA
< 0.01%
CL A
IP
< 0.01%
COM
EMR
< 0.01%
COM
MAIN
< 0.01%
COM
CAIXABAN...
< 0.01%
COM
WPC
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
BAYER AG...
< 0.01%
COM
AMT
< 0.01%
COM
ISRG
< 0.01%
COM NEW
NEUBERGE...
< 0.01%
COM
WRK
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
EMN
< 0.01%
COM
DELL
< 0.01%
COM
SJM
< 0.01%
COM NEW
COCA-COL...
< 0.01%
COM
HIE
< 0.01%
COM SHS BEN IN
AZO
< 0.01%
COM
ICE
< 0.01%
COM
SOFTBANK...
< 0.01%
COM
ROST
< 0.01%
COM
CC
< 0.01%
COM
DOV
< 0.01%
COM
NFLX
< 0.01%
COM
ENB
< 0.01%
COM
XTL
< 0.01%
S&P TELECOM
LEAFBUYE...
< 0.01%
COM
ALGN
< 0.01%
COM
NGG
< 0.01%
SPON ADR NEW
AWK
< 0.01%
COM
BANCO DE...
< 0.01%
COM
ALLEGION...
< 0.01%
COM
NGD
< 0.01%
COM
SNY
< 0.01%
SPONSORED ADR
T ROWE P...
< 0.01%
COM
SNP
< 0.01%
SPON ADR H SHS
CB
< 0.01%
COM
CNQ
< 0.01%
COM
SUMITOMO...
< 0.01%
COM
SNE
< 0.01%
ADR NEW
TD
< 0.01%
COM NEW
XLU
< 0.01%
SBI INT-UTILS
DELTA AI...
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
ADNT
< 0.01%
ORD SHS
SYMC
< 0.01%
COM
XLNX
< 0.01%
COM
CTSH
< 0.01%
CL A
TSS
< 0.01%
COM
BIIB
< 0.01%
COM
TEVA
< 0.01%
ADR
GWPH
< 0.01%
ADS
GTX
< 0.01%
COM
NYCB
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
BBD
< 0.01%
SP ADR PFD NEW
AMYRIS...
< 0.01%
COM
CDW CORP...
< 0.01%
COM
FTR
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
TASTY FR...
< 0.01%
COM
PX
1.64%
COM
KORS
1.22%
SHS
CONSUMER...
1.16%
COM
S&P 500 ...
0.39%
COM
ESRX
0.02%
COM
SOCL
0.01%
SOCIAL MED ETF
SU
0.01%
COM
TE CONNE...
< 0.01%
COM
SGOL
< 0.01%
SHS
DVMT
< 0.01%
COM CL V
ARNC
< 0.01%
COM
EZU
< 0.01%
EMU ETF
SUMITOMO...
< 0.01%
COM
AA
< 0.01%
COM
BKNG
< 0.01%
COM
AUY
< 0.01%
COM
AVGO
< 0.01%
SHS
NNBR
< 0.01%
COM
MTU
< 0.01%
SPONSORED ADR
EDU
< 0.01%
SPON ADR
UN
< 0.01%
N Y SHS NEW
EL
< 0.01%
CL A
FFIV
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BABA
< 0.01%
SPONSORED ADS
ING
< 0.01%
SPONSORED ADR
ECL
< 0.01%
COM
ERJ
< 0.01%
SP ADR REP 4 COM
SAP
< 0.01%
SPON ADR
CBB
< 0.01%
COM
ASML HOL...
< 0.01%
COM
CX
< 0.01%
SPON ADR NEW
BHP
< 0.01%
SPONSORED ADR
COPA HOL...
< 0.01%
COM
SKM
< 0.01%
SPONSORED ADR
PUK
< 0.01%
ADR
CTRP
< 0.01%
AMERICAN DEP SHS
FANG
< 0.01%
COM
ORAN
< 0.01%
SPONSORED ADR
MDLZ
< 0.01%
CL A
MLCO
< 0.01%
ADR
PHG
< 0.01%
NY REG SH NEW
GENITOPE...
< 0.01%
COM
IMMUNOSY...
< 0.01%
COM
KHC
< 0.01%
COM