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Home > Institutional Investor > Nelson Roberts Investment Advisors, Llc > Profile

Instuitional Investor - Nelson Roberts Investment Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Nelson Roberts Investment Advisors, Llc
Portfolio Value $446,967,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,087,370 $53,848,893 12.04%
2.
Microsoft Corp
 MSFT 78,013 $29,336,167 6.56%
3.
Ishares Tr
 400,377 $20,529,332 4.59%
4.
Vanguard Tax-Managed Fds
 423,371 $20,279,486 4.53%
5.
Apple Inc.
 AAPL 100,026 $19,258,097 4.3%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)