Nelson Roberts Investment Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmenlo park, CA
- CIK0001512611
- Alternate namesNelson Capital Management, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
108 | $604.80M | NVDA, MSFT, AAPL, IGSB | 13F-HR | Feb 4, 2025 | 000108514625000793 | ||
110 | $594.13M | NVDA, MSFT, VEA, KRE | 13F-HR | Nov 4, 2024 | 000108514624005339 | ||
105 | $563.54M | NVDA, MSFT, VEA, KRE | 13F-HR | Aug 8, 2024 | 000108514624003553 | ||
103 | $523.05M | NVDA, MSFT, VEA, IGSB | 13F-HR | May 7, 2024 | 000108514624002281 | ||
94 | $446.97M | NVDA, MSFT, IGSB, VEA | 13F-HR | Jan 26, 2024 | 000108514624000528 | ||
91 | $407.82M | NVDA, MSFT, IGSB, VEA | 13F-HR | Nov 14, 2023 | 000108514623004410 | ||
91 | $387.18M | MSFT, IGSB, NVDA, VEA | 13F-HR | Aug 10, 2023 | 000108514623003238 | ||
89 | $352.13M | MSFT, VEA, AAPL, VB | 13F-HR | May 9, 2023 | 000108514623002176 | ||
90 | $340.77M | MSFT, VB, AAPL, VEA | 13F-HR | Feb 3, 2023 | 000108514623000604 | ||
97 | $340.26M | MSFT, AAPL, KO, VB | 13F-HR | Nov 3, 2022 | 000108514622003746 | ||
98 | $362.11M | MSFT, KO, IVV, AAPL | 13F-HR | Jul 27, 2022 | 000108514622002600 | ||
105 | $511.27M | JPST, MSFT, AAPL, KRE | 13F-HR | May 2, 2022 | 000108514622001663 | ||
106 | $540.72M | JPST, KRE, MSFT, AAPL | 13F-HR | Feb 14, 2022 | 000108514622000918 | ||
98 | $502.73M | KRE, JPST, MSFT, VB | 13F-HR | Nov 9, 2021 | 000108514621003065 | ||
98 | $494.09M | KRE, JPST, MSFT, VB | 13F-HR | Aug 10, 2021 | 000108514621002326 | ||
98 | $467.51M | KRE, JPST, VB, AMZN | 13F-HR | May 10, 2021 | 000108514621001545 | ||
95 | $465.11M | KRE, JPST, AMZN, AAPL | 13F-HR | Feb 17, 2021 | 000108514621001022 | ||
96 | $571.50M | KRE, JPST, AMZN, MSFT | 13F-HR | Nov 13, 2020 | 000108514620002904 | ||
91 | $458.81M | AMZN, MSFT, GOOG, VB | 13F-HR | Aug 13, 2020 | 000108514620002194 | ||
87 | $372.39M | IJR, AMZN, MSFT, GOOG | 13F-HR | May 12, 2020 | 000108514620001433 | ||
100 | $475.67M | IJR, GOOG, MSFT, VEA | 13F-HR | Feb 10, 2020 | 000108514620000522 | ||
342 | $421.78M | IJR, GOOG, COST, VEA | 13F-HR | Nov 8, 2019 | 000166773119000300 | ||
316 | $422.95M | IJR, AMZN, GOOG, VEA | 13F-HR | Jul 25, 2019 | 000166773119000212 | ||
312 | $400.95M | IJR, GOOG, AMZN, VEA | 13F-HR | May 9, 2019 | 000166773119000145 | ||
291 | $358.84M | IJR, AMZN, GOOG, VEA | 13F-HR | Jan 30, 2019 | 000166773119000005 | ||
307 | $434.75M | IJR, AMZN, VEA, GOOG | 13F-HR | Oct 9, 2018 | 000166773118000233 | ||
260 | $388.99M | IJR, VEA, AMZN, GOOG | 13F-HR | Jul 17, 2018 | 000166773118000201 | ||
263 | $385.81M | IJR, VEA, AMZN, GOOG | 13F-HR | Apr 20, 2018 | 000166773118000170 | ||
352 | $320.73M | GOOG, AMZN, UNH, COST | 13F-HR | Jan 26, 2018 | 000166773118000012 | ||
247 | $303.35M | GOOG, AMZN, UNH, COST | 13F-HR | Nov 2, 2017 | 000166773117000209 | ||
308 | $295.12M | AMZN, COST, UNH, GOOGL | 13F-HR | Aug 11, 2017 | 000166773117000185 | ||
254 | $297.25M | AMZN, COST, UNH, FRCB | 13F-HR | May 3, 2017 | 000166773117000135 | ||
260 | $286.35M | AMZN, COST, AKAM, TJX COS INC NEW | 13F-HR | Feb 9, 2017 | 000151261117000003 | ||
254 | $282.04M | AMZN, COST, TJX COS INC NEW, GOOGL | 13F-HR | Oct 27, 2016 | 000151261116000016 | ||
277 | $266.05M | AMZN, COST, TJX COS INC NEW, XLU | 13F-HR | Aug 10, 2016 | 000151261116000014 | ||
263 | $265.43M | AMZN, MAS, COST, TJX COS INC NEW | 13F-HR | May 6, 2016 | 000151261116000013 | ||
264 | $260.19M | AMZN, COST, DIS, UPS | 13F-HR | Feb 2, 2016 | 000151261116000009 | ||
261 | $261.31M | AMZN, AKAM, UPS, COST | 13F-HR | Oct 22, 2015 | 000151261115000007 | ||
268 | $276.56M | AMZN, AKAM, DIS, SLB | 13F-HR | Jul 30, 2015 | 000151261115000006 | ||
277 | $277.26M | WWAV, AMZN, AKAM, COST | 13F-HR | May 12, 2015 | 000151261115000004 | ||
315 | $269.83M | TJX COS INC NEW, UPS, WWAV, COST | 13F-HR | Feb 9, 2015 | 000151261115000002 | ||
322 | $264.96M | SLB, INVESCO LTD, WWAV, TJX COS INC NEW | 13F-HR | Oct 31, 2014 | 000151261114000006 | ||
313 | $249.76M | INVESCO LTD, DGE, UPS, QCOM | 13F-HR | Aug 14, 2014 | 000151261114000005 | ||
264 | $227.54M | INVESCO LTD, DGE, AMZN, QCOM | 13F-HR | May 14, 2014 | 000151261114000004 | ||
242 | $224.89M | AMZN, DGE, INVESCO LTD, QCOM | 13F-HR | Feb 12, 2014 | 000151261114000002 |