Northern Oak Capital Management
Latest statistics and disclosures from 1834 Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVW, VGSH, IVE, VCSH, AAPL, and represent 23.15% of 1834 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIL, SCHA, BLK, VTWO, VMBS, CNH, C, KHC, PANW, EL.
- Started 10 new stock positions in PLTR, KHC, BLK, PKG, VTWO, Aptiv Holdings, EL, BA, SUB, RPRX.
- Reduced shares in these 10 stocks: IWF, IJJ, IVW, IVE, DOCS, IJK, IWD, SPYV, AAPL, VIRT.
- Sold out of its positions in BlackRock, KO, STZ, DUK, DD, DOCS, QQQ, ICF, EFV, EFG. HDV, PFG, APTV.
- 1834 Investment Advisors was a net seller of stock by $-57M.
- 1834 Investment Advisors has $790M in assets under management (AUM), dropping by -8.06%.
- Central Index Key (CIK): 0001138486
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Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 210 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.8 | $46M | -5% | 453k | 101.53 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.7 | $45M | -2% | 774k | 58.18 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 4.4 | $34M | -6% | 180k | 190.88 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.8 | $30M | -2% | 383k | 78.01 |
|
| Apple (AAPL) | 3.5 | $28M | -6% | 110k | 250.42 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $25M | -4% | 316k | 80.27 |
|
| Microsoft Corporation (MSFT) | 3.0 | $24M | -4% | 56k | 421.50 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.0 | $24M | -4% | 405k | 58.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $17M | -2% | 32k | 538.81 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.2 | $17M | -14% | 137k | 124.96 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.1 | $17M | -11% | 186k | 90.93 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.9 | $15M | -11% | 290k | 51.14 |
|
| At&t (T) | 1.6 | $13M | -4% | 551k | 22.77 |
|
| Kinder Morgan (KMI) | 1.6 | $12M | -2% | 447k | 27.40 |
|
| Virtu Finl Cl A (VIRT) | 1.3 | $10M | -11% | 287k | 35.68 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.2 | $9.4M | +6% | 208k | 45.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $9.4M | -9% | 196k | 47.82 |
|
| Bristol Myers Squibb (BMY) | 1.2 | $9.2M | -6% | 163k | 56.56 |
|
| Verizon Communications (VZ) | 1.1 | $9.0M | -8% | 226k | 39.99 |
|
| Kroger (KR) | 1.1 | $8.8M | -5% | 143k | 61.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $8.7M | -3% | 46k | 189.30 |
|
| Truist Financial Corp equities (TFC) | 1.1 | $8.5M | -5% | 196k | 43.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $8.5M | -7% | 35k | 242.13 |
|
| Broadcom (AVGO) | 1.1 | $8.4M | -2% | 36k | 231.84 |
|
| Altria (MO) | 1.0 | $8.2M | -7% | 157k | 52.30 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $8.1M | -9% | 318k | 25.54 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.0 | $8.1M | 92k | 87.90 |
|
|
| Ally Financial (ALLY) | 1.0 | $7.7M | 215k | 36.01 |
|
|
| Pfizer (PFE) | 0.9 | $7.1M | -13% | 269k | 26.53 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $7.0M | -10% | 14k | 485.95 |
|
| Wec Energy Group (WEC) | 0.9 | $6.9M | -10% | 74k | 94.04 |
|
| Cisco Systems (CSCO) | 0.9 | $6.8M | -5% | 115k | 59.20 |
|
| Merck & Co (MRK) | 0.8 | $6.6M | -5% | 67k | 99.49 |
|
| Johnson & Johnson (JNJ) | 0.8 | $6.6M | -5% | 46k | 144.62 |
|
| Crown Castle Intl (CCI) | 0.8 | $6.4M | -13% | 71k | 90.76 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.8 | $6.2M | -6% | 110k | 56.14 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.2M | -5% | 26k | 239.71 |
|
| Amazon (AMZN) | 0.8 | $6.1M | 28k | 219.39 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $6.1M | -11% | 10k | 588.66 |
|
| Dominion Resources (D) | 0.8 | $6.0M | -6% | 111k | 53.86 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.7 | $5.9M | -2% | 45k | 132.10 |
|
| Cnh Indl N V SHS (CNH) | 0.7 | $5.8M | +10% | 508k | 11.33 |
|
| Comerica Incorporated (CMA) | 0.7 | $5.7M | -10% | 92k | 61.85 |
|
| UnitedHealth (UNH) | 0.7 | $5.4M | -4% | 11k | 505.84 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $5.2M | -14% | 116k | 44.89 |
|
| Western Union Company (WU) | 0.6 | $5.1M | -10% | 483k | 10.60 |
|
| Dollar General (DG) | 0.6 | $4.9M | -2% | 65k | 75.82 |
|
| Citigroup Com New (C) | 0.6 | $4.9M | +12% | 70k | 70.39 |
|
| Apa Corporation (APA) | 0.6 | $4.8M | -6% | 210k | 23.09 |
|
| Qualcomm (QCOM) | 0.6 | $4.7M | -5% | 31k | 153.62 |
|
| Chevron Corporation (CVX) | 0.6 | $4.3M | -12% | 30k | 144.84 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.3M | 26k | 167.65 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $4.2M | -14% | 39k | 108.61 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $4.1M | -16% | 30k | 135.37 |
|
| Public Storage (PSA) | 0.5 | $4.0M | -8% | 13k | 299.43 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $3.8M | -17% | 87k | 44.04 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $3.8M | +5% | 29k | 134.29 |
|
| Dow (DOW) | 0.5 | $3.8M | -10% | 95k | 40.13 |
|
| ConAgra Foods (CAG) | 0.5 | $3.7M | -12% | 135k | 27.75 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $3.6M | -5% | 20k | 187.51 |
|
| Cubesmart (CUBE) | 0.5 | $3.6M | -10% | 84k | 42.85 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.4M | 12k | 287.82 |
|
|
| Target Corporation (TGT) | 0.4 | $3.1M | -8% | 23k | 135.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.1M | 5.3k | 586.06 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.1M | -10% | 41k | 75.61 |
|
| Best Buy (BBY) | 0.4 | $3.0M | -20% | 35k | 85.80 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.4 | $3.0M | -26% | 70k | 42.53 |
|
| T. Rowe Price (TROW) | 0.4 | $3.0M | -4% | 26k | 113.09 |
|
| Ford Motor Company (F) | 0.4 | $2.8M | +3% | 285k | 9.90 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $2.8M | 12k | 232.52 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.7M | -7% | 26k | 107.57 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.7M | 3.5k | 772.07 |
|
|
| Tyson Foods Cl A (TSN) | 0.3 | $2.5M | 44k | 57.44 |
|
|
| Williams-Sonoma (WSM) | 0.3 | $2.5M | -13% | 13k | 185.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | 39k | 62.31 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $2.4M | +105% | 26k | 91.43 |
|
| Home Depot (HD) | 0.3 | $2.3M | -3% | 6.0k | 388.99 |
|
| Philip Morris International (PM) | 0.3 | $2.3M | -4% | 19k | 120.35 |
|
| White Mountains Insurance Gp (WTM) | 0.3 | $2.3M | 1.2k | 1945.48 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.2M | -58% | 5.5k | 401.56 |
|
| Union Pacific Corporation (UNP) | 0.3 | $2.2M | 9.4k | 228.04 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.0M | +75% | 78k | 25.86 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.0M | 3.6k | 569.58 |
|
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.2 | $1.9M | -22% | 18k | 105.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 8.4k | 220.97 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.8M | 3.0k | 585.51 |
|
|
| First American Financial (FAF) | 0.2 | $1.7M | -6% | 28k | 62.44 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.7M | +13% | 40k | 42.61 |
|
| Abbvie (ABBV) | 0.2 | $1.7M | -5% | 9.5k | 177.71 |
|
| Visa Com Cl A (V) | 0.2 | $1.7M | -5% | 5.3k | 316.04 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.7M | -3% | 12k | 137.57 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | 17k | 89.08 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.4M | -7% | 5.1k | 280.06 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.4M | -9% | 7.1k | 198.18 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $1.4M | 23k | 61.43 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | +2% | 1.5k | 916.27 |
|
| Wells Fargo & Company (WFC) | 0.2 | $1.4M | -10% | 20k | 70.24 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | 8.0k | 166.64 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 12k | 115.22 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.3M | +3% | 8.0k | 161.77 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.3M | +3% | 5.0k | 253.75 |
|
| 3M Company (MMM) | 0.1 | $1.1M | -10% | 8.8k | 129.09 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.1M | -63% | 6.1k | 185.13 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +3% | 23k | 50.13 |
|
| Southern Company (SO) | 0.1 | $1.1M | 13k | 82.32 |
|
|
| Capital One Financial (COF) | 0.1 | $1.1M | -15% | 5.9k | 178.32 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $1.0M | -25% | 22k | 47.39 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $1.0M | -24% | 14k | 74.27 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.0k | 339.93 |
|
|
| Honeywell International (HON) | 0.1 | $1.0M | 4.5k | 225.89 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.0M | -19% | 9.2k | 110.11 |
|
| Kla Corp Com New (KLAC) | 0.1 | $981k | +5% | 1.6k | 630.12 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $980k | 1.9k | 521.96 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $963k | 13k | 76.46 |
|
|
| Pepsi (PEP) | 0.1 | $956k | 6.3k | 152.07 |
|
|
| salesforce (CRM) | 0.1 | $936k | -7% | 2.8k | 334.33 |
|
| Palo Alto Networks (PANW) | 0.1 | $923k | +96% | 5.1k | 181.96 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $910k | 12k | 76.83 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $902k | -27% | 16k | 55.45 |
|
| Abbott Laboratories (ABT) | 0.1 | $880k | 7.8k | 113.11 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $866k | -2% | 1.9k | 444.68 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $858k | 14k | 59.73 |
|
|
| Equifax (EFX) | 0.1 | $855k | 3.4k | 254.85 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $853k | 15k | 57.31 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $849k | -3% | 1.6k | 520.24 |
|
| NiSource (NI) | 0.1 | $838k | -3% | 23k | 36.76 |
|
| Ventas (VTR) | 0.1 | $837k | 14k | 58.89 |
|
|
| Stryker Corporation (SYK) | 0.1 | $810k | 2.3k | 360.05 |
|
|
| ConocoPhillips (COP) | 0.1 | $781k | -3% | 7.9k | 99.17 |
|
| Hess (HES) | 0.1 | $722k | 5.4k | 133.01 |
|
|
| American Electric Power Company (AEP) | 0.1 | $707k | -2% | 7.7k | 92.23 |
|
| Advanced Micro Devices (AMD) | 0.1 | $696k | 5.8k | 120.79 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $682k | -2% | 24k | 29.00 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $678k | -8% | 7.9k | 85.66 |
|
| Blackrock (BLK) | 0.1 | $675k | NEW | 658.00 | 1025.11 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $667k | 5.2k | 128.62 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $665k | 14k | 46.10 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $645k | 3.3k | 195.40 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $642k | -5% | 8.7k | 74.03 |
|
| Emerson Electric (EMR) | 0.1 | $628k | 5.1k | 123.93 |
|
|
| International Paper Company (IP) | 0.1 | $619k | 12k | 53.82 |
|
|
| Bath & Body Works In (BBWI) | 0.1 | $619k | +5% | 16k | 38.77 |
|
| Fortinet (FTNT) | 0.1 | $615k | +81% | 6.5k | 94.48 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $614k | NEW | 6.9k | 89.33 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $611k | +3% | 12k | 51.70 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $609k | 25k | 24.19 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $597k | -3% | 6.7k | 89.32 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $594k | 34k | 17.70 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $593k | 6.6k | 90.35 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $591k | 12k | 48.33 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $577k | +16% | 2.9k | 197.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $552k | 2.9k | 190.44 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $542k | -3% | 2.6k | 210.25 |
|
| Steel Dynamics (STLD) | 0.1 | $541k | 4.7k | 114.07 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $526k | 1.8k | 290.04 |
|
|
| CarMax (KMX) | 0.1 | $520k | -11% | 6.4k | 81.76 |
|
| Morgan Stanley Com New (MS) | 0.1 | $518k | -14% | 4.1k | 125.71 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $505k | +203% | 22k | 23.18 |
|
| Paypal Holdings (PYPL) | 0.1 | $492k | +4% | 5.8k | 85.35 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $478k | 768.00 | 621.81 |
|
|
| Kraft Heinz (KHC) | 0.1 | $470k | NEW | 15k | 30.71 |
|
| Hldgs (UAL) | 0.1 | $458k | -15% | 4.7k | 97.10 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $450k | NEW | 6.0k | 74.98 |
|
| Albemarle Corporation (ALB) | 0.1 | $446k | -18% | 5.2k | 86.08 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $439k | -70% | 1.5k | 289.81 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $423k | -3% | 610.00 | 693.08 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $419k | -71% | 8.4k | 49.86 |
|
| Mosaic (MOS) | 0.1 | $412k | +56% | 17k | 24.58 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $402k | -60% | 6.7k | 59.77 |
|
| Intel Corporation (INTC) | 0.1 | $399k | -63% | 20k | 20.05 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $398k | +95% | 11k | 37.90 |
|
| Ge Aerospace Com New (GE) | 0.0 | $390k | 2.3k | 166.79 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $384k | 10k | 38.34 |
|
|
| Caterpillar (CAT) | 0.0 | $381k | 1.0k | 362.76 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $378k | 5.0k | 75.69 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $373k | 2.7k | 136.37 |
|
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $371k | 9.7k | 38.18 |
|
|
| Danaher Corporation (DHR) | 0.0 | $370k | -5% | 1.6k | 229.55 |
|
| Huntington Ingalls Inds (HII) | 0.0 | $365k | +3% | 1.9k | 188.97 |
|
| Bank of America Corporation (BAC) | 0.0 | $358k | -13% | 8.1k | 43.95 |
|
| Fiserv (FI) | 0.0 | $355k | 1.7k | 205.42 |
|
|
| Lowe's Companies (LOW) | 0.0 | $345k | -2% | 1.4k | 246.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $345k | 760.00 | 453.28 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $344k | -18% | 33k | 10.57 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $343k | -25% | 3.2k | 106.04 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $339k | +3% | 10k | 32.76 |
|
| EOG Resources (EOG) | 0.0 | $326k | -7% | 2.7k | 122.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $326k | NEW | 4.3k | 75.63 |
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| Automatic Data Processing (ADP) | 0.0 | $322k | 1.1k | 292.73 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $313k | 2.7k | 115.71 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $310k | -2% | 435.00 | 712.33 |
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| First Business Financial Services (FBIZ) | 0.0 | $305k | 6.6k | 46.29 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $288k | 17k | 17.25 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $281k | 599.00 | 468.90 |
|
|
| Global Payments (GPN) | 0.0 | $277k | -24% | 2.5k | 112.06 |
|
| Micron Technology (MU) | 0.0 | $276k | 3.3k | 84.16 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $268k | 3.0k | 88.40 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $265k | +5% | 3.2k | 81.98 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $256k | 2.0k | 129.34 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $245k | -4% | 1.5k | 164.17 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $242k | NEW | 9.5k | 25.51 |
|
| Watsco, Incorporated (WSO) | 0.0 | $235k | 495.00 | 473.89 |
|
|
| Toll Brothers (TOL) | 0.0 | $228k | 1.8k | 125.95 |
|
|
| Boeing Company (BA) | 0.0 | $224k | NEW | 1.3k | 177.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $216k | -10% | 1.3k | 169.30 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $213k | 5.1k | 41.82 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $208k | NEW | 2.0k | 105.48 |
|
| Packaging Corporation of America (PKG) | 0.0 | $207k | NEW | 918.00 | 225.13 |
|
| Aptiv Com Shs | 0.0 | $200k | NEW | 3.3k | 60.48 |
|
| Banco Santander Adr (SAN) | 0.0 | $156k | 34k | 4.56 |
|
Past Filings by 1834 Investment Advisors
SEC 13F filings are viewable for 1834 Investment Advisors going back to 2010
- 1834 Investment Advisors 2024 Q4 filed Jan. 21, 2025
- 1834 Investment Advisors 2024 Q3 filed Oct. 30, 2024
- 1834 Investment Advisors 2024 Q2 filed July 26, 2024
- 1834 Investment Advisors 2024 Q1 filed May 1, 2024
- 1834 Investment Advisors 2023 Q4 filed Jan. 11, 2024
- 1834 Investment Advisors 2023 Q3 filed Oct. 24, 2023
- 1834 Investment Advisors 2023 Q2 filed July 31, 2023
- 1834 Investment Advisors 2023 Q1 filed May 9, 2023
- 1834 Investment Advisors 2022 Q4 filed Feb. 13, 2023
- Northern Oak Wealth Management 2022 Q3 filed Nov. 14, 2022
- Northern Oak Wealth Management 2022 Q2 filed Aug. 16, 2022
- Northern Oak Wealth Management 2022 Q1 filed May 24, 2022
- Northern Oak Wealth Management 2021 Q4 filed Feb. 16, 2022
- Northern Oak Wealth Management 2021 Q3 filed Nov. 15, 2021
- Northern Oak Wealth Management 2021 Q2 filed Aug. 17, 2021
- Northern Oak Wealth Management 2021 Q1 filed May 14, 2021