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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 $756,486,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 1,617,833 $255,601,465 33.79%
2.
Microsoft Corp
 MSFT 71,665 $35,647,098 4.71%
3.
Vanguard Tax-Managed Fds
 621,136 $35,410,938 4.68%
4.
Ishares Tr
 527,436 $27,827,533 3.68%
5.
Spdr Series Trust
 803,640 $23,538,614 3.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)