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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
73
11
7
3
6
0
58
25
11
NELSON ROBERTS INVESTMENT ADVISORS LLC

Time Period2019-06-30

Total Holdings316

Total Value ($x1000)422,946
Activities
New50

Increased50

Unchanged155

Decreased61

Sold Out46

Top 10 Stock Holdingstotal 34.79%
IJR5.83

AMZN3.98

GOOG3.79

VEA3.77

MSFT3.46

 
COST3.45

CSCO2.82

TJX2.66

ILMN2.63

VZ2.4

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJR
5.83%
CORE S&P SCP ETF
AMZN
3.98%
COM
GOOG
3.79%
CAP STK CL C
VEA
3.77%
FTSE DEV MKT ETF
MSFT
3.46%
COM
COST
3.45%
COM
CSCO
2.82%
COM
TJX
2.66%
COM
ILMN
2.63%
COM
VZ
2.4%
COM
MDT
2.3%
SHS
VWO
2.25%
FTSE EMR MKT ETF
UNH
2.14%
COM
LIN
1.98%
COM
HD
1.94%
COM
V
1.92%
COM CL A
FRC
1.88%
COM
TRV
1.88%
COM
PG
1.87%
COM
JPM
1.8%
COM
DIS
1.77%
COM DISNEY
HXL
1.67%
COM
ROP
1.61%
COM
MAS
1.59%
COM
QCOM
1.54%
COM
T
1.52%
COM
AKAM
1.52%
COM
USB
1.5%
COM NEW
HRL
1.48%
COM
ORCL
1.46%
COM
RDS/B
1.44%
SPON ADR B
CRM
1.41%
COM
DEO
1.36%
SPON ADR NEW
ETN
1.35%
SHS
UTX
1.34%
COM
ZTS
1.3%
CL A
PFE
1.27%
COM
SIVB
1.17%
COM
GILD
1.13%
COM
VPU
0.99%
UTILITIES ETF
XOM
0.92%
COM
DLR
0.91%
COM
AAPL
0.9%
COM
XLV
0.89%
SBI HEALTHCARE
XLK
0.82%
TECHNOLOGY
EFA
0.79%
MSCI EAFE ETF
SCHW
0.75%
COM
SRCL
0.63%
COM
SLB
0.61%
COM
XLF
0.57%
SBI INT-FINL
XLC
0.52%
COMMUNICATION
SPY
0.52%
TR UNIT
XLY
0.49%
SBI CONS DISCR
XLP
0.49%
SBI CONS STPLS
XLI
0.48%
SBI INT-INDS
IVV
0.36%
CORE S&P500 ETF
XLE
0.32%
SBI INT-ENERGY
VOO
0.25%
SHS
GOOGL
0.24%
CAP STK CL A
RSP
0.22%
S&P500 EQL WGT
JNJ
0.21%
COM
GOLD TRU...
0.19%
COM
QLYS
0.17%
COM
XLB
0.17%
SBI MATERIALS
HIVE
0.16%
COM
ABBV
0.16%
COM
ABT
0.16%
COM
XLRE
0.12%
RL EST SEL SEC
AMGN
0.12%
COM
CVX
0.11%
COM
LOW
0.11%
COM
ADP
0.1%
COM
MCD
0.1%
COM
FB
0.1%
CL A
BA
0.1%
COM
ENB
0.09%
COM
MRK
0.09%
COM
AXP
0.08%
COM
VB
0.08%
SMALL CP ETF
CSX
0.07%
COM
KO
0.07%
COM
CMCSA
0.07%
CL A
DHR
0.07%
COM
INTC
0.06%
COM
GS
0.06%
COM
BAC
0.06%
COM
IWF
0.06%
RUS 1000 GRW ETF
ZUO
0.06%
CL A
BRK.B
0.06%
CL B NEW
DD
0.05%
COM
PEP
0.05%
COM
WFC/PL
0.05%
PERP PFD CNV A
NKE
0.05%
CL B
BAC/PL
0.05%
7.25%CNV PFD L
NUE
0.05%
COM
MMM
0.04%
COM
C
0.04%
COM NEW
DOW
0.04%
COM
WMT
0.04%
COM
IBM
0.04%
COM
NSC
0.04%
COM
WFC
0.04%
COM
FITB
0.04%
COM
CSOD
0.03%
COM
XLU
0.03%
SBI INT-UTILS
HON
0.03%
COM
SNAP
0.03%
CL A
UPS
0.03%
CL B
CELC
0.03%
COM
PM
0.03%
COM
TMO
0.03%
COM
MA
0.03%
CL A
BMY
0.02%
COM
ADBE
0.02%
COM
UDR
0.02%
COM
DLTR
0.02%
COM
LLY
0.02%
COM
STZ
0.02%
CL A
PNC
0.02%
COM
CTVA
0.02%
COM
PAYX
0.02%
COM
MDY...
0.02%
COM
AVB
0.02%
COM
COP
0.02%
COM
UNP
0.02%
COM
MO
0.02%
COM
CAT
0.02%
COM
K
0.02%
COM
ESS
0.02%
COM
HP
0.02%
COM
SBUX
0.02%
COM
GE
0.02%
COM
NTAP
0.02%
COM
PANW
0.02%
COM
EA
0.01%
COM
ROKU
0.01%
CL A
IRBT
0.01%
COM
CINF
0.01%
COM
F
0.01%
COM PAR $0.01
LMT
0.01%
COM
BLK
0.01%
COM
PYPL
0.01%
COM
BDX
0.01%
COM
XEL
0.01%
COM
HCA
0.01%
COM
TXRH
0.01%
COM
AON PLC...
0.01%
COM
EOG
0.01%
COM
HSY
0.01%
COM
ADI
0.01%
COM
IYH
0.01%
US HLTHCARE ETF
OXY
0.01%
COM
COF
0.01%
COM
SWX
0.01%
COM
DE
0.01%
COM
LAMR
0.01%
CL A
GLW
0.01%
COM
KSU
0.01%
COM NEW
HEINEKEN...
0.01%
COM
AGERE SY...
0.01%
COM
AFL
0.01%
COM
TGT
0.01%
COM
GENERAL ...
0.01%
COM
AAP
0.01%
COM
A
0.01%
COM
SA
0.01%
COM
FDX
0.01%
COM
HPQ
0.01%
COM
BP
0.01%
SPONSORED ADR
KMB
0.01%
COM
CI
0.01%
COM
CERN
0.01%
COM
HARDING ...
0.01%
COM
NFLX
0.01%
COM
IVZ
0.01%
SHS
FOXA
0.01%
CL A
NVS
0.01%
SPONSORED ADR
IYK
0.01%
U.S. CNSM GD ETF
PEG
0.01%
COM
ED
0.01%
COM
STONE RI...
0.01%
COM
MCK
0.01%
COM
AMT
0.01%
COM
LBRDK
0.01%
COM SER C
TPR
0.01%
COM
HBAN
0.01%
COM
MSI
0.01%
COM NEW
HPE
0.01%
COM
CHKP
0.01%
ORD
COMPASS ...
0.01%
COM
T. ROWE ...
0.01%
COM
SHW
0.01%
COM
ROCHE HO...
< 0.01%
COM
CCK
< 0.01%
COM
STT
< 0.01%
COM
AMD
< 0.01%
COM
CVS
< 0.01%
COM
STONE RI...
< 0.01%
COM
ROYAL CA...
< 0.01%
COM
NOW
< 0.01%
COM
QDEL
< 0.01%
COM
TSLA
< 0.01%
COM
TROW
< 0.01%
COM
PJC
< 0.01%
COM
TXN
< 0.01%
COM
IAU
< 0.01%
ISHARES
FTV
< 0.01%
COM
WMK
< 0.01%
COM
NEW NADI...
< 0.01%
COM
KEYS
< 0.01%
COM
AGN
< 0.01%
SHS
FBHS
< 0.01%
COM
VLO
< 0.01%
COM
MET
< 0.01%
COM
TOKYO EL...
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
CHTR
< 0.01%
CL A
WEC
< 0.01%
COM
ITOCHU C...
< 0.01%
COM
JNPR
< 0.01%
COM
HBC/PA
< 0.01%
ADR A 1/40PF A
SYK
< 0.01%
COM
VMW
< 0.01%
CL A COM
MDLZ
< 0.01%
CL A
TSCO
< 0.01%
COM
NVDA
< 0.01%
COM
SGMO
< 0.01%
COM
MLM
< 0.01%
COM
DATA
< 0.01%
CL A
RWX
< 0.01%
DJ INTL RL ETF
ACCENTUR...
< 0.01%
COM
CS
< 0.01%
SPONSORED ADR
HIG
< 0.01%
COM
EBAY
< 0.01%
COM
DXC
< 0.01%
COM
NEE
< 0.01%
COM
HBC
< 0.01%
SPON ADR NEW
ANGLO AM...
< 0.01%
COM
TRI CONT...
< 0.01%
PFD
ORLY
< 0.01%
COM
PSX
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
JWN
< 0.01%
COM
NSRGY
< 0.01%
COM
BAYER AG...
< 0.01%
COM
IT
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
RDS/A
< 0.01%
SPONS ADR A
CMP
< 0.01%
COM
RCD
< 0.01%
S&P500 EQL DIS
EMN
< 0.01%
COM
WRK
< 0.01%
COM
DOV
< 0.01%
COM
SOFTBANK...
< 0.01%
COM
ISRG
< 0.01%
COM NEW
BKNG
< 0.01%
COM
CAIXABAN...
< 0.01%
COM
ALGN
< 0.01%
COM
WAB
< 0.01%
COM
WP
< 0.01%
CL A
APC
< 0.01%
COM
COCA-COL...
< 0.01%
COM
TSN
< 0.01%
CL A
REGN
< 0.01%
COM
XTL
< 0.01%
S&P TELECOM
LBUY
< 0.01%
FMC
< 0.01%
COM NEW
NGD
< 0.01%
COM
SUMITOMO...
< 0.01%
COM
SNE
< 0.01%
ADR NEW
WMB
< 0.01%
COM
AMERICAN...
< 0.01%
COM
GWPH
< 0.01%
ADS
TDC
< 0.01%
COM
BANCO DE...
< 0.01%
COM
SNP
< 0.01%
SPON ADR H SHS
AZN
< 0.01%
SPONSORED ADR
FTI
< 0.01%
COM
HUM
< 0.01%
COM
AAL
< 0.01%
COM
MS
< 0.01%
COM NEW
BABA
< 0.01%
SPONSORED ADS
WIRECARD...
< 0.01%
COM
ADIDAS A...
< 0.01%
COM
ADNT
< 0.01%
ORD SHS
JUST EAT...
< 0.01%
COM
KERRY GR...
< 0.01%
COM
TENCENT ...
< 0.01%
COM
UNM
< 0.01%
COM
KOSE COR...
< 0.01%
COM
MPC
< 0.01%
COM
NYCB
< 0.01%
COM
RYAAY
< 0.01%
SPONSORED ADR
TAL
< 0.01%
ADS REPSTG COM
DELL
< 0.01%
COM
SYMC
< 0.01%
COM
DOMINOS ...
< 0.01%
COM
CARSALES...
< 0.01%
COM
SIEMENS ...
< 0.01%
COM
ESSILORL...
< 0.01%
COM
FMX
< 0.01%
SPON ADR UNITS
CSL LTD-...
< 0.01%
COM
BIDU
< 0.01%
SPON ADR REP A
BAX
< 0.01%
COM
CAPRI HO...
< 0.01%
COM
GTX
< 0.01%
COM
PURPOSE ...
< 0.01%
COM
FMS
< 0.01%
SPONSORED ADR
CELG
< 0.01%
COM
TASTY FR...
< 0.01%
COM
AMYRIS...
< 0.01%
COM
BLUE PRI...
< 0.01%
COM
NOK
< 0.01%
SPONSORED ADR
DOMINO'S...
< 0.01%
COM
IMMUNOSY...
< 0.01%
COM
GENITOPE...
< 0.01%
COM
DWDP
0.14%
COM
EQR
0.01%
SH BEN INT
BIP
0.01%
LP INT UNIT
CTSH
0.01%
CL A
ES
0.01%
COM
EW
0.01%
COM
CME
0.01%
COM
WBA
0.01%
COM
APU
0.01%
UNIT L P INT
TE CONNE...
< 0.01%
COM
WY
< 0.01%
COM
SUMITOMO...
< 0.01%
COM
PGR
< 0.01%
COM
AVGO
< 0.01%
SHS
ICE
< 0.01%
COM
NGG
< 0.01%
SPON ADR NEW
TD
< 0.01%
COM NEW
QRTEA
< 0.01%
COM SER A
VALE
< 0.01%
ADR
SNY
< 0.01%
SPONSORED ADR
CB
< 0.01%
COM
TENCENT ...
< 0.01%
COM
CNQ
< 0.01%
COM
ST. JAME...
< 0.01%
COM
UBISOFT ...
< 0.01%
COM
NIHON M&...
< 0.01%
COM
HARGREAV...
< 0.01%
COM
YNDX
< 0.01%
SHS CLASS A
TEVA
< 0.01%
ADR
ATVI
< 0.01%
COM
JAPAN EX...
< 0.01%
COM
LNG
< 0.01%
COM NEW
COMMERZB...
< 0.01%
COM
DANOY
< 0.01%
COM
EDENRED ...
< 0.01%
COM
FTCH
< 0.01%
CL A
LLL
< 0.01%
COM
L
< 0.01%
COM
LONZA GR...
< 0.01%
COM
MERLIN E...
< 0.01%
COM
SANDS CH...
< 0.01%
COM
B&M EURO...
< 0.01%
COM
ZALANDO ...
< 0.01%
COM
LTHM
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
ALSEA S....
< 0.01%
COM