- New Purchases: JPST, VCSH, SHY, VTR, SCHO, SPTS, GLD, TEAM, VDE, MINT, AEG,
- Added Positions: KO, IBM, XLE, DLR, VPU, JPM, UNP, FRC, IVV, NUE, VOO, XLC, XLRE, XLV,
- Reduced Positions: VWO, COST, TJX, HSC, RDS.B, XOM, SLB, JNJ, HXL, XLK, MAS, HD, PFE, UTX, VZ, SPY, ABBV, XLF, XLY, MRK, CVX, ABT, SCHW, PG, GILD, T, FB, QLYS, BAC, AAPL, XLI, AMGN, XLP, DHR, CMCSA, RSP, MCD,
- Sold Out: BA, MMM, NSC, ZUO, ENB, PEP, WMT, BMY, FITB, GS, PNC, WFC, IWF, COP, LLY, HON, KMB, RDS.A, UPS, XEL, PM, ADBE, MO, AVB, CAT, CINF, STZ, DUK, EQR, ESS, K, LMT, PAYX, SBUX, TMO, MA, PSX, ROKU, CTVA, AFL, A, AEP, AMT, ADM, BP, BDX, BLK, CVS, COF, CERN, CHKP, CME, C, CL, CMP, ED, GLW, CCK, DE, DLTR, EOG, EA, NEE, FDX, F, GE, HP, HSY, HPQ, KSU, MDLZ, LAMR, MCK, MSI, NTAP, NVS, OXY, PEG, RTN, RHHBY, SIVB, SA, SHW, SO, SWX, SYK, TXRH, TD, UGI, UHS, VLO, AGN, IRBT, HCA, MPC, PANW, LBRDK, PYPL, HPE, SCHWPD.PFD, WFCPX.PFD, PSAPF.PFD, IBB, IYH, IYK, AMD, IVZ, ADI, NGLOY, AZN, BCE, BIDU, BAX, BAYRY, CAH, CCL, CTL, FIS, CHL, CLX, TPR, DXC, CS, DTE, DTEGY, DOV, ETFC, EMN, EMR, ETR, EXC, FMC, FE, FMS, IT, GIS, GSK, GPN, HSBC, HIG, HUM, HBAN, IMBBY, IP, JNPR, MMP, MRO, MLM, MET, MCO, MS, NVDA, NSRGY, NFLX, NGD, NOK, JWN, ORLY, PRU, QDEL, REGN, SGMO, SNY, SIEGY, SNE, STT, SPH, TROW, TEF, TEN, TEVA, TXN, TRP, TSN, UNM, WAB, WBA, WMK, EVRG, WHR, WMB, WEC, ZBH, EBAY, HSBCPA, DFS, VMW, TDC, ITOCY, SSUMY, SSUMF, TOELY, XXII, CHTR, TSLA, BNDSY, TRTC, FBHS, CAIXY, NOW, WFCPN.PFD, PNR, MNK, AAL, VRTV, BABA, KEYS, SOUHY, KHC, FTV, ADNT, LBUY, CELC, NVT, SMMNY, GTX, ALC, REAL, IAU, PFF, XLU,
For the details of Nelson Roberts Investment Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/nelson+roberts+investment+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Nelson Roberts Investment Advisors, LLC- iShares Core S&P Small-Cap ETF (IJR) - 310,962 shares, 5.48% of the total portfolio. Shares reduced by 0.58%
- Alphabet Inc (GOOG) - 14,617 shares, 4.11% of the total portfolio. Shares reduced by 0.83%
- Microsoft Corp (MSFT) - 108,038 shares, 3.58% of the total portfolio. Shares added by 0.08%
- Vanguard FTSE Developed Markets ETF (VEA) - 380,065 shares, 3.52% of the total portfolio. Shares reduced by 0.66%
- Amazon.com Inc (AMZN) - 8,768 shares, 3.41% of the total portfolio. Shares reduced by 0.71%
Nelson Roberts Investment Advisors, LLC initiated holding in JPMorgan Ultra-Short Income ETF. The purchase prices were between $50.41 and $50.54, with an estimated average price of $50.48. The stock is now traded at around $50.53. The impact to a portfolio due to this purchase was 1.45%. The holding were 136,504 shares as of .
New Purchase: Vanguard Short-Term Corporate Bond ETF (VCSH)Nelson Roberts Investment Advisors, LLC initiated holding in Vanguard Short-Term Corporate Bond ETF. The purchase prices were between $80.76 and $81.3, with an estimated average price of $81.01. The stock is now traded at around $81.55. The impact to a portfolio due to this purchase was 1.35%. The holding were 79,330 shares as of .
New Purchase: iShares 1-3 Year Treasury Bond ETF (SHY)Nelson Roberts Investment Advisors, LLC initiated holding in iShares 1-3 Year Treasury Bond ETF. The purchase prices were between $84.51 and $85.05, with an estimated average price of $84.72. The stock is now traded at around $84.92. The impact to a portfolio due to this purchase was 0.88%. The holding were 49,716 shares as of .
New Purchase: Ventas Inc (VTR)Nelson Roberts Investment Advisors, LLC initiated holding in Ventas Inc. The purchase prices were between $55.15 and $74.56, with an estimated average price of $62.5. The stock is now traded at around $59.02. The impact to a portfolio due to this purchase was 0.86%. The holding were 70,803 shares as of .
New Purchase: Schwab Short-Term U.S. Treasury ETF (SCHO)Nelson Roberts Investment Advisors, LLC initiated holding in Schwab Short-Term U.S. Treasury ETF. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.65. The impact to a portfolio due to this purchase was 0.8%. The holding were 75,807 shares as of .
New Purchase: SPDR Barclays Short Term Treasury ETF (SPTS)Nelson Roberts Investment Advisors, LLC initiated holding in SPDR Barclays Short Term Treasury ETF. The purchase prices were between $29.91 and $30.1, with an estimated average price of $29.99. The stock is now traded at around $30.07. The impact to a portfolio due to this purchase was 0.23%. The holding were 36,960 shares as of .
Added: Coca-Cola Co (KO)Nelson Roberts Investment Advisors, LLC added to a holding in Coca-Cola Co by 3619.71%. The purchase prices were between $51.71 and $55.35, with an estimated average price of $53.77. The stock is now traded at around $59.75. The impact to a portfolio due to this purchase was 3.04%. The holding were 267,819 shares as of .
Added: International Business Machines Corp (IBM)Nelson Roberts Investment Advisors, LLC added to a holding in International Business Machines Corp by 1751.33%. The purchase prices were between $131.91 and $143, with an estimated average price of $135.78. The stock is now traded at around $154.43. The impact to a portfolio due to this purchase was 0.89%. The holding were 33,324 shares as of .
Added: Energy Select Sector SPDR Fund (XLE)Nelson Roberts Investment Advisors, LLC added to a holding in Energy Select Sector SPDR Fund by 260.52%. The purchase prices were between $55.9 and $61.99, with an estimated average price of $59.34. The stock is now traded at around $53.71. The impact to a portfolio due to this purchase was 0.7%. The holding were 77,219 shares as of .
Added: Union Pacific Corp (UNP)Nelson Roberts Investment Advisors, LLC added to a holding in Union Pacific Corp by 192.72%. The purchase prices were between $151.47 and $181.41, with an estimated average price of $171.66. The stock is now traded at around $184.67. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,367 shares as of .
Sold Out: Boeing Co (BA)Nelson Roberts Investment Advisors, LLC sold out a holding in Boeing Co. The sale prices were between $325.76 and $376.54, with an estimated average price of $353.58.
Sold Out: 3M Co (MMM)Nelson Roberts Investment Advisors, LLC sold out a holding in 3M Co. The sale prices were between $150.74 and $178.47, with an estimated average price of $167.84.
Sold Out: Norfolk Southern Corp (NSC)Nelson Roberts Investment Advisors, LLC sold out a holding in Norfolk Southern Corp. The sale prices were between $166.74 and $196.95, with an estimated average price of $187.99.
Sold Out: Zuora Inc (ZUO)Nelson Roberts Investment Advisors, LLC sold out a holding in Zuora Inc. The sale prices were between $13.62 and $15.94, with an estimated average price of $14.67.
Sold Out: Walmart Inc (WMT)Nelson Roberts Investment Advisors, LLC sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.
Sold Out: PepsiCo Inc (PEP)Nelson Roberts Investment Advisors, LLC sold out a holding in PepsiCo Inc. The sale prices were between $131.98 and $140.28, with an estimated average price of $136.08.
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