Northern Oak Capital Management
Latest statistics and disclosures from 1834 Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, IVW, IVE, VCSH, VCIT, and represent 22.05% of 1834 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DG (+$5.6M), AVGO (+$5.6M), CNH (+$5.1M), ALLY, VGSH, SPYV, SCHA, APA, VMBS, FNF.
- Started 10 new stock positions in SCHA, PFG, MOS, DG, FTNT, CNH, FI, VTV, EMXC, FLIN.
- Reduced shares in these 10 stocks: MMM (-$5.6M), , PM, VCIT, AAPL, CVX, VGIT, IVE, IJJ, CUBE.
- Sold out of its positions in BA, CAH, CMG, FANG, FDX, FCX, GS, IBM, BSCQ, BSCO. KMB.
- 1834 Investment Advisors was a net seller of stock by $-16M.
- 1834 Investment Advisors has $859M in assets under management (AUM), dropping by 3.48%.
- Central Index Key (CIK): 0001138486
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Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 213 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.4 | $47M | +7% | 793k | 59.02 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.3 | $46M | -4% | 479k | 95.75 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 4.4 | $38M | -5% | 192k | 197.17 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.6 | $31M | +4% | 392k | 79.42 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $28M | -10% | 332k | 83.75 |
|
| Apple (AAPL) | 3.2 | $27M | -10% | 118k | 233.00 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.0 | $26M | -8% | 425k | 60.42 |
|
| Microsoft Corporation (MSFT) | 2.9 | $25M | -5% | 59k | 430.30 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.3 | $20M | -9% | 160k | 123.62 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.2 | $19M | -5% | 210k | 91.93 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.0 | $17M | +19% | 328k | 52.86 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $17M | +6% | 33k | 527.67 |
|
| At&t (T) | 1.5 | $13M | -2% | 577k | 22.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $11M | +12% | 216k | 52.81 |
|
| Verizon Communications (VZ) | 1.3 | $11M | -4% | 247k | 44.91 |
|
| Kinder Morgan (KMI) | 1.2 | $10M | 461k | 22.09 |
|
|
| Virtu Finl Cl A (VIRT) | 1.2 | $9.9M | -7% | 325k | 30.46 |
|
| Crown Castle Intl (CCI) | 1.1 | $9.7M | 82k | 118.63 |
|
|
| Lockheed Martin Corporation (LMT) | 1.1 | $9.4M | -4% | 16k | 584.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.3M | -7% | 38k | 243.06 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.1 | $9.2M | +23% | 195k | 47.21 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $9.0M | 174k | 51.74 |
|
|
| Pfizer (PFE) | 1.0 | $9.0M | 310k | 28.94 |
|
|
| Truist Financial Corp equities (TFC) | 1.0 | $8.9M | 208k | 42.77 |
|
|
| Kroger (KR) | 1.0 | $8.7M | +22% | 151k | 57.30 |
|
| Altria (MO) | 1.0 | $8.6M | -7% | 169k | 51.04 |
|
| CVS Caremark Corporation (CVS) | 1.0 | $8.5M | -2% | 136k | 62.88 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $8.4M | 351k | 23.95 |
|
|
| Merck & Co (MRK) | 0.9 | $8.1M | 71k | 113.56 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.9M | -2% | 48k | 165.85 |
|
| Wec Energy Group (WEC) | 0.9 | $7.9M | 82k | 96.18 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $7.8M | -8% | 48k | 162.06 |
|
| Ally Financial (ALLY) | 0.9 | $7.7M | +127% | 218k | 35.59 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $7.6M | +12% | 91k | 82.94 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.8 | $7.3M | +28% | 118k | 62.06 |
|
| Dominion Resources (D) | 0.8 | $6.8M | +2% | 118k | 57.79 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $6.7M | 12k | 576.83 |
|
|
| UnitedHealth (UNH) | 0.8 | $6.6M | -14% | 11k | 584.68 |
|
| Cisco Systems (CSCO) | 0.8 | $6.5M | -10% | 122k | 53.22 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $6.5M | 46k | 142.04 |
|
|
| Western Union Company (WU) | 0.8 | $6.4M | +9% | 540k | 11.93 |
|
| Broadcom (AVGO) | 0.7 | $6.4M | +706% | 37k | 172.50 |
|
| Comerica Incorporated (CMA) | 0.7 | $6.1M | 102k | 59.91 |
|
|
| Dow (DOW) | 0.7 | $5.8M | -9% | 106k | 54.63 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.8M | -6% | 27k | 210.86 |
|
| Dollar General (DG) | 0.7 | $5.6M | NEW | 67k | 84.57 |
|
| Qualcomm (QCOM) | 0.6 | $5.6M | +2% | 33k | 170.05 |
|
| Apa Corporation (APA) | 0.6 | $5.5M | +53% | 223k | 24.46 |
|
| Public Storage (PSA) | 0.6 | $5.3M | -22% | 15k | 363.86 |
|
| Amazon (AMZN) | 0.6 | $5.1M | -2% | 28k | 186.33 |
|
| Cnh Indl N V SHS (CNH) | 0.6 | $5.1M | NEW | 459k | 11.10 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $5.1M | -3% | 36k | 139.49 |
|
| Cubesmart (CUBE) | 0.6 | $5.1M | -29% | 94k | 53.83 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $5.1M | -25% | 106k | 47.85 |
|
| Chevron Corporation (CVX) | 0.6 | $5.1M | -38% | 34k | 147.27 |
|
| ConAgra Foods (CAG) | 0.6 | $5.0M | -3% | 153k | 32.52 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $5.0M | 13k | 375.37 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $4.8M | -9% | 45k | 107.66 |
|
| Best Buy (BBY) | 0.5 | $4.5M | +2% | 44k | 103.30 |
|
| Procter & Gamble Company (PG) | 0.5 | $4.4M | +10% | 26k | 173.20 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $4.3M | -4% | 21k | 206.57 |
|
| Target Corporation (TGT) | 0.5 | $3.9M | +14% | 25k | 155.86 |
|
| Citigroup Com New (C) | 0.5 | $3.9M | +44% | 62k | 62.60 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.8M | -10% | 46k | 83.63 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.4 | $3.6M | -3% | 95k | 38.07 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.3M | 12k | 284.00 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $3.3M | +2% | 27k | 121.44 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.2M | +4% | 28k | 117.22 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.2M | 17k | 189.80 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.1M | -18% | 3.5k | 886.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.1M | 5.3k | 573.81 |
|
|
| T. Rowe Price (TROW) | 0.3 | $3.0M | +16% | 27k | 108.93 |
|
| Ford Motor Company (F) | 0.3 | $2.9M | +87% | 274k | 10.56 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.7M | 12k | 225.76 |
|
|
| Tyson Foods Cl A (TSN) | 0.3 | $2.6M | -2% | 44k | 59.56 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $2.5M | -40% | 24k | 105.63 |
|
| Home Depot (HD) | 0.3 | $2.5M | -7% | 6.2k | 405.20 |
|
| Philip Morris International (PM) | 0.3 | $2.4M | -59% | 20k | 121.40 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | 39k | 62.32 |
|
|
| Williams-Sonoma (WSM) | 0.3 | $2.4M | +18% | 16k | 154.92 |
|
| Union Pacific Corporation (UNP) | 0.3 | $2.3M | -11% | 9.5k | 246.48 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.3M | NEW | 45k | 51.50 |
|
| Doximity Cl A (DOCS) | 0.3 | $2.2M | 50k | 43.57 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.0M | 3.6k | 569.66 |
|
|
| White Mountains Insurance Gp (WTM) | 0.2 | $2.0M | 1.2k | 1696.57 |
|
|
| Abbvie (ABBV) | 0.2 | $2.0M | -45% | 10k | 197.49 |
|
| First American Financial (FAF) | 0.2 | $2.0M | 30k | 66.01 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.9M | -10% | 13k | 154.02 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 8.5k | 220.90 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.7M | +10% | 18k | 95.90 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.7M | -13% | 3.0k | 572.44 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | -13% | 17k | 97.42 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.6M | +11% | 7.9k | 200.78 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.5M | +12% | 35k | 43.42 |
|
| Visa Com Cl A (V) | 0.2 | $1.5M | -14% | 5.5k | 274.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | +11% | 5.5k | 267.37 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $1.5M | 29k | 50.04 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | +170% | 5.1k | 283.16 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $1.4M | 29k | 48.14 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.4M | -17% | 8.1k | 170.40 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $1.4M | NEW | 23k | 61.11 |
|
| 3M Company (MMM) | 0.2 | $1.3M | -80% | 9.9k | 136.70 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 11k | 116.96 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | -10% | 1.5k | 886.52 |
|
| Intel Corporation (INTC) | 0.2 | $1.3M | -22% | 55k | 23.46 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.3M | +20% | 7.7k | 167.67 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.3M | -47% | 11k | 110.63 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +13% | 22k | 56.49 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | +33% | 4.8k | 243.47 |
|
| Southern Company (SO) | 0.1 | $1.2M | -27% | 13k | 90.18 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.2M | 13k | 91.81 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.0k | 381.67 |
|
|
| Pure Storage Cl A (PSTG) | 0.1 | $1.1M | -20% | 23k | 50.24 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.1M | +10% | 1.5k | 774.41 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +3% | 22k | 51.12 |
|
| Pepsi (PEP) | 0.1 | $1.1M | -8% | 6.3k | 170.06 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 14k | 73.67 |
|
|
| Capital One Financial (COF) | 0.1 | $1.0M | +2% | 7.0k | 149.73 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | -5% | 1.7k | 618.58 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | +2% | 2.0k | 517.78 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.0M | -32% | 17k | 59.87 |
|
| Equifax (EFX) | 0.1 | $1.0M | -8% | 3.4k | 293.86 |
|
| SYSCO Corporation (SYY) | 0.1 | $984k | -3% | 13k | 78.06 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $948k | -10% | 8.8k | 107.65 |
|
| Advanced Micro Devices (AMD) | 0.1 | $945k | -29% | 5.8k | 164.08 |
|
| Honeywell International (HON) | 0.1 | $928k | 4.5k | 206.71 |
|
|
| Ventas (VTR) | 0.1 | $923k | -7% | 14k | 64.13 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $922k | -21% | 1.9k | 491.27 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $916k | 15k | 61.57 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $887k | 7.8k | 114.01 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $884k | -19% | 2.6k | 341.80 |
|
| ConocoPhillips (COP) | 0.1 | $860k | 8.2k | 105.28 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $851k | 12k | 71.86 |
|
|
| salesforce (CRM) | 0.1 | $828k | -8% | 3.0k | 273.71 |
|
| NiSource (NI) | 0.1 | $821k | -6% | 24k | 34.65 |
|
| Stryker Corporation (SYK) | 0.1 | $813k | 2.3k | 361.26 |
|
|
| American Electric Power Company (AEP) | 0.1 | $809k | -11% | 7.9k | 102.60 |
|
| Pinterest Cl A (PINS) | 0.1 | $782k | 24k | 32.37 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $761k | -27% | 8.7k | 87.80 |
|
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $755k | 12k | 65.91 |
|
|
| Hess (HES) | 0.1 | $744k | -24% | 5.5k | 135.80 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $677k | 14k | 46.95 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $676k | -21% | 3.3k | 204.87 |
|
| BlackRock (BLK) | 0.1 | $669k | +2% | 704.00 | 949.51 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $651k | 5.2k | 125.62 |
|
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $628k | -17% | 26k | 24.46 |
|
| Edwards Lifesciences (EW) | 0.1 | $608k | +8% | 9.2k | 65.99 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $608k | -24% | 34k | 18.10 |
|
| Albemarle Corporation (ALB) | 0.1 | $606k | +8% | 6.4k | 94.71 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $603k | 11k | 52.66 |
|
|
| Steel Dynamics (STLD) | 0.1 | $598k | -26% | 4.7k | 126.08 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $581k | 6.9k | 83.80 |
|
|
| International Paper Company (IP) | 0.1 | $562k | 12k | 48.85 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $558k | +5% | 2.7k | 209.87 |
|
| CarMax (KMX) | 0.1 | $556k | +9% | 7.2k | 77.38 |
|
| Emerson Electric (EMR) | 0.1 | $555k | 5.1k | 109.37 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $554k | -23% | 12k | 45.32 |
|
| Air Products & Chemicals (APD) | 0.1 | $540k | 1.8k | 297.74 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $530k | -21% | 6.6k | 80.75 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $526k | +55% | 631.00 | 833.25 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $513k | -21% | 2.7k | 187.48 |
|
| Morgan Stanley Com New (MS) | 0.1 | $502k | -36% | 4.8k | 104.23 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $492k | -5% | 1.9k | 264.38 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $488k | 7.2k | 67.85 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $485k | -17% | 2.9k | 167.19 |
|
| Bath & Body Works In (BBWI) | 0.1 | $483k | -4% | 15k | 31.92 |
|
| Danaher Corporation (DHR) | 0.1 | $475k | +10% | 1.7k | 278.02 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $468k | -46% | 4.3k | 108.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $467k | 444.00 | 1051.24 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $451k | 768.00 | 586.53 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $441k | 7.7k | 57.53 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $441k | 2.3k | 188.58 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $436k | +15% | 2.5k | 173.67 |
|
| Paypal Holdings (PYPL) | 0.1 | $433k | -4% | 5.5k | 78.03 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $426k | +3% | 10k | 41.95 |
|
| Caterpillar (CAT) | 0.0 | $410k | 1.0k | 391.12 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $409k | +10% | 1.6k | 257.69 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $404k | -37% | 5.0k | 80.78 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $393k | 9.7k | 40.48 |
|
|
| Lowe's Companies (LOW) | 0.0 | $387k | -47% | 1.4k | 270.85 |
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| Dupont De Nemours (DD) | 0.0 | $380k | -48% | 4.3k | 89.11 |
|
| Bank of America Corporation (BAC) | 0.0 | $374k | -46% | 9.4k | 39.68 |
|
| EOG Resources (EOG) | 0.0 | $355k | +7% | 2.9k | 122.93 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $344k | -6% | 748.00 | 460.26 |
|
| Micron Technology (MU) | 0.0 | $339k | -24% | 3.3k | 103.71 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $336k | 10k | 33.71 |
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| Global Payments (GPN) | 0.0 | $335k | +8% | 3.3k | 102.42 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $329k | +5% | 40k | 8.25 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $328k | 2.7k | 121.15 |
|
|
| Aptiv SHS (APTV) | 0.0 | $323k | +6% | 4.5k | 72.01 |
|
| Hldgs (UAL) | 0.0 | $317k | +27% | 5.6k | 57.06 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $316k | 599.00 | 527.63 |
|
|
| Fiserv (FI) | 0.0 | $310k | NEW | 1.7k | 179.65 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $305k | -39% | 17k | 18.26 |
|
| Automatic Data Processing (ADP) | 0.0 | $304k | 1.1k | 276.73 |
|
|
| First Business Financial Services (FBIZ) | 0.0 | $299k | 6.5k | 45.59 |
|
|
| Mosaic (MOS) | 0.0 | $287k | NEW | 11k | 26.78 |
|
| Toll Brothers (TOL) | 0.0 | $280k | 1.8k | 154.49 |
|
|
| Fortinet (FTNT) | 0.0 | $278k | NEW | 3.6k | 77.55 |
|
| Coca-Cola Company (KO) | 0.0 | $274k | -57% | 3.8k | 71.86 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $273k | -2% | 2.3k | 117.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $269k | -51% | 551.00 | 488.07 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $267k | 3.0k | 88.14 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $263k | -12% | 2.0k | 132.25 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $261k | +17% | 1.6k | 166.82 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $254k | 3.1k | 83.15 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $250k | NEW | 1.4k | 174.57 |
|
| Watsco, Incorporated (WSO) | 0.0 | $244k | -18% | 495.00 | 491.88 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $234k | 5.1k | 45.86 |
|
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $226k | NEW | 5.4k | 41.90 |
|
| Principal Financial (PFG) | 0.0 | $203k | NEW | 2.4k | 85.90 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $201k | -24% | 1.7k | 115.30 |
|
| Banco Santander Adr (SAN) | 0.0 | $174k | 34k | 5.10 |
|
Past Filings by 1834 Investment Advisors
SEC 13F filings are viewable for 1834 Investment Advisors going back to 2010
- 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
- Northern Oak Wealth Management 2020 Q4 filed Feb. 16, 2021