- New Purchases: LIN, XLC, CELC, MCK, AAP, LBRDK, HSY, WBA, TPR, CERN, KSU, WRCDF, WP, EDNMY, HRGLF, DPUKY, TCEHY, YNDX, TAL, SCHYY, LZAGY, CSLLY, MPC, MERLY, LTHM, GTX, FTCH, SMMNY, BPRMF, BMRRY, KSRYY, DMZPY, JSTTY, ZLNDY, NHMAF, BABA, JPXGY, UBSFY, ALSSF, REGN, ORLY, MSI, MS, HUM, DANOY, IT, FMS, FMX, CMP, VALE, LNG, BIDU, RDS.A, SHW, SSUMF, ESLOY, STJPF, KRYAY, TDC, TYP.PFD, QRTEA, CRZBY, L, WMB, WAB, UNM, TSN, ATVI,
- Added Positions: HD, V, RDS.B, T, MDT, PG, ZTS, SLB, XOM, AGN, VEA, GILD, DIS, TJX, SCHW, XLP, SRCL, XLF, K, XLI, SBUX, FB, PFE, CTSH, CMCSA, AMGN, BRK.B, DLTR, CVS, CME, PM, BA, ADBE, MA, C, NVS, GLW, VLO, UNP, TMO, GOOGL, MET, NKE, WFC,
- Reduced Positions: CVX, BMY, STZ, AMZN, QCOM, XLE, VOO, RSP, XLV, ZUO, SPY, VZ, UNH, USB, ABBV, XLK, COST, SIVB, AAPL, FRC, CRM, DEO, VB, NSC, FITB, TFCFA, DWDP, EFA, WMT, UPS, QLYS, INTC, DHR, ADP, HON, IVZ, MMM, OXY, BTI, PGR, MO, ABT, EW, GE, GS, HPQ, IBM, EBAY, LMT, NSRGY, PEP, TXN, RWX,
- Sold Out: MB, IVV, IWF, UDR, AFL, NOC, STL, PHM, STK, TIF, FDX, EPD, IYC, VNQ, CTAS, CI, SEE, KBE, XLRE, AWK, MAIN, ITOCY, CC, GWPH, HIE, BNDSY, VMW, XLNX, WPC, AZO, BBT, BBD, SNP, EMR, ENB, FISV, IP, SJM, NOV, RTN, ROST, BIIB, TSS, AMT,
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 (IJR) - 315,610 shares, 6.09% of the total portfolio. Shares reduced by 0.24%
- Alphabet Inc (GOOG) - 14,938 shares, 4.38% of the total portfolio. Shares reduced by 0.39%
- Amazon.com Inc (AMZN) - 8,978 shares, 4.00% of the total portfolio. Shares reduced by 15.45%
- Vanguard FTSE Developed Markets (VEA) - 366,448 shares, 3.74% of the total portfolio. Shares added by 2.58%
- Costco Wholesale Corp (COST) - 55,243 shares, 3.34% of the total portfolio. Shares reduced by 1.1%
Nelson Roberts Investment Advisors, LLC initiated holding in Linde PLC. The purchase prices were between $152.29 and $176.63, with an estimated average price of $165.92. The stock is now traded at around $174.38. The impact to a portfolio due to this purchase was 1.88%. The holding were 42,674 shares as of .
New Purchase: The Communication Services Select Sector SPDR Fund (XLC)Nelson Roberts Investment Advisors, LLC initiated holding in The Communication Services Select Sector SPDR Fund. The purchase prices were between $41.13 and $47.74, with an estimated average price of $45.58. The stock is now traded at around $48.97. The impact to a portfolio due to this purchase was 0.43%. The holding were 36,420 shares as of .
New Purchase: Celcuity Inc (CELC)Nelson Roberts Investment Advisors, LLC initiated holding in Celcuity Inc. The purchase prices were between $18.38 and $24.44, with an estimated average price of $22. The stock is now traded at around $22.35. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,250 shares as of .
New Purchase: Cerner Corp (CERN)Nelson Roberts Investment Advisors, LLC initiated holding in Cerner Corp. The purchase prices were between $50.7 and $58.82, with an estimated average price of $55.63. The stock is now traded at around $68.55. The impact to a portfolio due to this purchase was 0.01%. The holding were 438 shares as of .
New Purchase: Advance Auto Parts Inc (AAP)Nelson Roberts Investment Advisors, LLC initiated holding in Advance Auto Parts Inc. The purchase prices were between $151.77 and $170.53, with an estimated average price of $161.65. The stock is now traded at around $159.92. The impact to a portfolio due to this purchase was 0.01%. The holding were 237 shares as of .
New Purchase: Liberty Broadband Corp (LBRDK)Nelson Roberts Investment Advisors, LLC initiated holding in Liberty Broadband Corp. The purchase prices were between $72.03 and $94.34, with an estimated average price of $84.79. The stock is now traded at around $99.18. The impact to a portfolio due to this purchase was 0.01%. The holding were 247 shares as of .
Added: The Home Depot Inc (HD)Nelson Roberts Investment Advisors, LLC added to a holding in The Home Depot Inc by 2058.51%. The purchase prices were between $168.61 and $192.39, with an estimated average price of $183.33. The stock is now traded at around $194.55. The impact to a portfolio due to this purchase was 1.78%. The holding were 38,918 shares as of .
Added: Visa Inc (V)Nelson Roberts Investment Advisors, LLC added to a holding in Visa Inc by 1738.29%. The purchase prices were between $128.13 and $156.19, with an estimated average price of $143.85. The stock is now traded at around $159.77. The impact to a portfolio due to this purchase was 1.66%. The holding were 45,038 shares as of .
Added: Royal Dutch Shell PLC (RDS.B)Nelson Roberts Investment Advisors, LLC added to a holding in Royal Dutch Shell PLC by 65014.29%. The purchase prices were between $59.94 and $65.92, with an estimated average price of $63.17. The stock is now traded at around $63.97. The impact to a portfolio due to this purchase was 1.46%. The holding were 91,160 shares as of .
Added: AT&T Inc (T)Nelson Roberts Investment Advisors, LLC added to a holding in AT&T Inc by 117.77%. The purchase prices were between $28.54 and $31.4, with an estimated average price of $30.44. The stock is now traded at around $30.35. The impact to a portfolio due to this purchase was 0.81%. The holding were 191,456 shares as of .
Added: Medtronic PLC (MDT)Nelson Roberts Investment Advisors, LLC added to a holding in Medtronic PLC by 49.63%. The purchase prices were between $82.45 and $93.79, with an estimated average price of $89.53. The stock is now traded at around $88.20. The impact to a portfolio due to this purchase was 0.76%. The holding were 100,474 shares as of .
Added: Procter & Gamble Co (PG)Nelson Roberts Investment Advisors, LLC added to a holding in Procter & Gamble Co by 24.66%. The purchase prices were between $90.44 and $104.05, with an estimated average price of $97.18. The stock is now traded at around $104.51. The impact to a portfolio due to this purchase was 0.37%. The holding were 72,001 shares as of .
Sold Out: MINDBODY Inc (MB)Nelson Roberts Investment Advisors, LLC sold out a holding in MINDBODY Inc. The sale prices were between $36.34 and $36.86, with an estimated average price of $36.54.
Sold Out: iShares Core S&P 500 (IVV)Nelson Roberts Investment Advisors, LLC sold out a holding in iShares Core S&P 500. The sale prices were between $244.46 and $286.57, with an estimated average price of $272.5.
Sold Out: iShares Russell 1000 Growth (IWF)Nelson Roberts Investment Advisors, LLC sold out a holding in iShares Russell 1000 Growth. The sale prices were between $126.39 and $152.69, with an estimated average price of $143.37.
Sold Out: UDR Inc (UDR)Nelson Roberts Investment Advisors, LLC sold out a holding in UDR Inc. The sale prices were between $38.39 and $45.5, with an estimated average price of $43.34.
Sold Out: PulteGroup Inc (PHM)Nelson Roberts Investment Advisors, LLC sold out a holding in PulteGroup Inc. The sale prices were between $25.8 and $28.95, with an estimated average price of $27.22.
Sold Out: FedEx Corp (FDX)Nelson Roberts Investment Advisors, LLC sold out a holding in FedEx Corp. The sale prices were between $157.19 and $185.62, with an estimated average price of $176.54.
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