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, VCSH, VOO, IVE, and represent 20.09% of 1834 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DVN (+$8.8M), CMCSA, VOO, BBWI, SPYG, KLAC, SPYV, VEA, POR, VGIT.
- Started 13 new stock positions in MKC, CMCSA, VTV, ACN, ZS, CSX, WSO, HST, DVN, PNFP. CCL, POR, APH.
- Reduced shares in these 10 stocks: CTRA (-$12M), IVE, TSN, APA, LMT, TXN, VGSH, QCOM, D, CNH.
- Sold out of its positions in BSX, CTRA, KMX, Carnival Corporation, SHV, TAP, NI, ITM.
- 1834 Investment Advisors was a net buyer of stock by $26M.
- 1834 Investment Advisors has $883M in assets under management (AUM), dropping by 10.14%.
- Central Index Key (CIK): 0001138486
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Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 211 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.0 | $44M | 321k | 137.53 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.4 | $39M | -3% | 668k | 58.20 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $36M | +6% | 459k | 79.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $30M | +16% | 43k | 686.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 3.2 | $29M | -6% | 126k | 227.06 |
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| Apple (AAPL) | 2.9 | $26M | 89k | 289.36 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.9 | $25M | +3% | 305k | 82.65 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $25M | +9% | 421k | 58.98 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 2.6 | $23M | +19% | 193k | 118.99 |
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| Spdr Series Trust St Str P500val (SPYV) | 2.4 | $21M | +15% | 352k | 60.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.2 | $19M | +16% | 272k | 71.25 |
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| Microsoft Corporation (MSFT) | 2.1 | $18M | +2% | 49k | 373.02 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.0 | $18M | 150k | 117.50 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.8 | $16M | +7% | 345k | 46.81 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $15M | +2% | 43k | 357.37 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.6 | $14M | 94k | 147.73 |
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| Broadcom (AVGO) | 1.4 | $13M | 34k | 377.75 |
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| Apa Corporation (APA) | 1.2 | $11M | -14% | 330k | 32.57 |
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| Merck & Co (MRK) | 1.2 | $11M | -3% | 82k | 128.51 |
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| CVS Caremark Corporation (CVS) | 1.2 | $11M | -4% | 101k | 103.45 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $10M | 28k | 368.39 |
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| Altria (MO) | 1.1 | $9.7M | 135k | 71.96 |
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| Bristol Myers Squibb (BMY) | 1.1 | $9.5M | 164k | 57.62 |
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| Truist Financial Corp equities (TFC) | 1.1 | $9.3M | 186k | 49.82 |
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| Johnson & Johnson (JNJ) | 1.0 | $9.2M | -6% | 36k | 253.97 |
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| Devon Energy Corporation (DVN) | 1.0 | $8.8M | NEW | 213k | 41.32 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $7.8M | +15% | 130k | 59.69 |
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| Chevron Corporation (CVX) | 0.9 | $7.5M | 45k | 165.76 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $7.5M | -2% | 23k | 327.32 |
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| Verizon Communications (VZ) | 0.8 | $7.4M | -10% | 174k | 42.34 |
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| Edison International (EIX) | 0.8 | $7.2M | +4% | 96k | 74.45 |
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| Pfizer (PFE) | 0.8 | $7.0M | 290k | 24.08 |
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| Dollar General (DG) | 0.8 | $6.9M | 60k | 115.11 |
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| Amazon (AMZN) | 0.8 | $6.8M | 29k | 238.34 |
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| Wec Energy Group (WEC) | 0.7 | $6.6M | 57k | 116.77 |
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| At&t (T) | 0.7 | $6.5M | -10% | 313k | 20.70 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $6.4M | -17% | 22k | 298.07 |
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| Eversource Energy (ES) | 0.7 | $6.2M | +16% | 86k | 72.27 |
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| NVIDIA Corporation (NVDA) | 0.7 | $6.2M | +5% | 31k | 200.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.1M | 8.2k | 748.86 |
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| Kinder Morgan (KMI) | 0.7 | $6.0M | -5% | 188k | 31.97 |
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| Ford Motor Company (F) | 0.7 | $5.9M | -11% | 426k | 13.90 |
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| Cnh Indl N V SHS (CNH) | 0.7 | $5.9M | -13% | 524k | 11.23 |
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| Us Bancorp Com New (USB) | 0.7 | $5.8M | +8% | 96k | 60.40 |
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| Hershey Company (HSY) | 0.6 | $5.6M | 32k | 175.45 |
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| Public Storage (PSA) | 0.6 | $5.4M | +3% | 17k | 318.31 |
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| Target Corporation (TGT) | 0.6 | $5.4M | -8% | 41k | 130.61 |
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| Qualcomm (QCOM) | 0.6 | $5.2M | -16% | 28k | 184.79 |
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| Fidelity Natl Finl Com Shs (FNF) | 0.6 | $5.0M | 107k | 47.16 |
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| United Bankshares (UBSI) | 0.6 | $5.0M | -2% | 109k | 45.83 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.6 | $4.9M | +2% | 32k | 152.18 |
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| Citigroup Com New (C) | 0.5 | $4.5M | -6% | 32k | 139.96 |
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| Bath & Body Works In (BBWI) | 0.5 | $4.5M | +937% | 193k | 23.13 |
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| T. Rowe Price (TROW) | 0.5 | $4.4M | +3% | 39k | 113.69 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $4.3M | NEW | 177k | 24.55 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $4.3M | 24k | 178.60 |
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| Peak (DOC) | 0.5 | $4.3M | +8% | 200k | 21.40 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $4.2M | +18% | 116k | 36.13 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $4.1M | -2% | 30k | 136.68 |
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| Paccar (PCAR) | 0.4 | $3.9M | +11% | 33k | 120.12 |
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| Virtu Finl Cl A (VIRT) | 0.4 | $3.9M | -5% | 66k | 59.57 |
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| Western Union Company (WU) | 0.4 | $3.8M | +6% | 500k | 7.70 |
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| Kla Corp Com New (KLAC) | 0.4 | $3.8M | +800% | 13k | 301.71 |
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| Eli Lilly & Co. (LLY) | 0.4 | $3.8M | 3.2k | 1199.55 |
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| Realty Income (O) | 0.4 | $3.8M | +12% | 61k | 61.96 |
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| ConAgra Foods (CAG) | 0.4 | $3.7M | +2% | 276k | 13.46 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.4 | $3.6M | 19k | 190.52 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.4 | $3.6M | +26% | 39k | 91.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.5M | 34k | 103.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.5M | 4.6k | 746.70 |
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| Cisco Systems (CSCO) | 0.4 | $3.4M | -6% | 29k | 117.46 |
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| Lamar Advertising Cl A (LAMR) | 0.4 | $3.4M | +69% | 22k | 155.98 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $3.3M | -35% | 6.6k | 509.49 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.3M | 8.3k | 393.96 |
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| Procter & Gamble Company (PG) | 0.4 | $3.2M | 22k | 146.64 |
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| UnitedHealth (UNH) | 0.4 | $3.2M | -3% | 7.8k | 415.63 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.2M | -3% | 63k | 50.58 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.8M | 4.8k | 580.91 |
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| Philip Morris International (PM) | 0.3 | $2.7M | 15k | 180.91 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $2.5M | +19% | 6.9k | 365.87 |
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| General Mills (GIS) | 0.3 | $2.5M | +105% | 72k | 34.80 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.5M | 8.3k | 300.46 |
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| White Mountains Insurance Gp (WTM) | 0.3 | $2.4M | 1.2k | 2073.84 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $2.4M | +23% | 7.9k | 306.30 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $2.4M | 3.4k | 703.34 |
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| Best Buy (BBY) | 0.3 | $2.4M | -2% | 31k | 75.88 |
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| Marvell Technology (MRVL) | 0.3 | $2.3M | -7% | 7.8k | 297.89 |
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| Portland Gen Elec Com New (POR) | 0.3 | $2.3M | NEW | 45k | 51.83 |
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| Ally Financial (ALLY) | 0.3 | $2.3M | -20% | 50k | 45.95 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $2.2M | +2% | 52k | 42.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.1M | 27k | 77.11 |
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| Host Hotels & Resorts (HST) | 0.2 | $2.0M | NEW | 85k | 23.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.0M | +299% | 16k | 124.17 |
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| Meta Platforms Cl A (META) | 0.2 | $1.9M | +2% | 3.4k | 563.29 |
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| Fortinet (FTNT) | 0.2 | $1.9M | +8% | 13k | 153.62 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.9M | -4% | 963.00 | 1989.44 |
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| Watsco, Incorporated (WSO) | 0.2 | $1.9M | NEW | 4.6k | 416.73 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.7M | +11% | 8.7k | 197.60 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $1.7M | 12k | 144.61 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.7M | +5% | 3.6k | 477.57 |
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| Visa Com Cl A (V) | 0.2 | $1.7M | -4% | 5.0k | 343.09 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.7M | +10% | 4.6k | 365.70 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.7M | +11% | 6.9k | 243.00 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.6M | -3% | 12k | 136.72 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | 17k | 96.43 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $1.5M | 9.6k | 158.66 |
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| Palo Alto Networks (PANW) | 0.2 | $1.4M | 4.2k | 341.02 |
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| Williams-Sonoma (WSM) | 0.2 | $1.4M | -9% | 5.9k | 233.10 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.4M | -3% | 17k | 82.64 |
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| Home Depot (HD) | 0.2 | $1.4M | -2% | 3.9k | 352.68 |
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| Ventas (VTR) | 0.2 | $1.3M | +3% | 15k | 88.80 |
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| Micron Technology (MU) | 0.2 | $1.3M | 1.2k | 1154.29 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +3% | 1.4k | 935.47 |
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| Everpure Cl A (P) | 0.1 | $1.3M | 16k | 78.79 |
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| Abbvie (ABBV) | 0.1 | $1.2M | 4.8k | 251.64 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.2M | 7.9k | 148.31 |
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| Tyson Foods Cl A (TSN) | 0.1 | $1.1M | -64% | 19k | 57.25 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.1M | -6% | 8.5k | 130.40 |
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| SYSCO Corporation (SYY) | 0.1 | $1.1M | 13k | 83.58 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.0k | 344.32 |
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| Southern Company (SO) | 0.1 | $1.0M | 11k | 95.71 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.0M | 4.1k | 242.46 |
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| American Electric Power Company (AEP) | 0.1 | $995k | +4% | 7.3k | 136.81 |
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| Kroger (KR) | 0.1 | $993k | -21% | 18k | 55.53 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $989k | 15k | 66.45 |
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| Citizens Financial (CFG) | 0.1 | $986k | +6% | 14k | 70.07 |
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| Oracle Corporation (ORCL) | 0.1 | $951k | 6.5k | 146.55 |
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| Caterpillar (CAT) | 0.1 | $951k | 893.00 | 1064.90 |
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| Steel Dynamics (STLD) | 0.1 | $904k | -5% | 3.9k | 229.46 |
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| Union Pacific Corporation (UNP) | 0.1 | $857k | -11% | 3.2k | 272.01 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $835k | 6.9k | 121.42 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $831k | 14k | 57.84 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $824k | +3% | 1.6k | 501.37 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $821k | +17% | 17k | 47.94 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $821k | 5.0k | 164.27 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $792k | 2.2k | 353.33 |
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| Intel Corporation (INTC) | 0.1 | $767k | -3% | 5.5k | 139.63 |
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| Dominion Resources (D) | 0.1 | $766k | -56% | 11k | 68.29 |
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| 3M Company (MMM) | 0.1 | $759k | 4.7k | 161.91 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Wal-Mart Stores (WMT) | 0.1 | $745k | -2% | 6.6k | 113.26 |
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| CBOE Holdings (CBOE) | 0.1 | $745k | 3.1k | 242.67 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $738k | 1.7k | 426.40 |
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| Pepsi (PEP) | 0.1 | $738k | -3% | 5.4k | 135.40 |
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| Mueller Industries (MLI) | 0.1 | $730k | +9% | 5.9k | 122.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $722k | +686% | 6.0k | 119.52 |
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| Automatic Data Processing (ADP) | 0.1 | $718k | +191% | 3.2k | 223.95 |
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| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $716k | -31% | 20k | 35.57 |
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| EOG Resources (EOG) | 0.1 | $705k | +144% | 5.4k | 129.73 |
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| Stryker Corporation (SYK) | 0.1 | $685k | 2.2k | 314.79 |
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| Carnival Corp Common Shares (CCL) | 0.1 | $645k | NEW | 23k | 28.57 |
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| Huntington Ingalls Inds (HII) | 0.1 | $639k | -8% | 2.3k | 279.89 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $611k | -14% | 12k | 52.65 |
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| Capital One Financial (COF) | 0.1 | $588k | 2.9k | 200.62 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $586k | NEW | 12k | 50.42 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $579k | 1.5k | 397.68 |
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| Danaher Corporation (DHR) | 0.1 | $579k | +61% | 3.0k | 190.48 |
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| Chubb (CB) | 0.1 | $577k | +3% | 1.7k | 340.74 |
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| SLB Com Stk (SLB) | 0.1 | $575k | +2% | 12k | 46.49 |
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| Emerson Electric (EMR) | 0.1 | $557k | 3.9k | 143.15 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $556k | 31k | 17.88 |
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| Abbott Laboratories (ABT) | 0.1 | $552k | 6.1k | 90.74 |
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| Spdr Series Trust St Nuve High Etf (HYMB) | 0.1 | $550k | 22k | 25.44 |
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| Blackrock (BLK) | 0.1 | $544k | -6% | 566.00 | 961.56 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $537k | +14% | 1.6k | 334.82 |
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| Air Products & Chemicals (APD) | 0.1 | $532k | 1.8k | 293.18 |
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| Albemarle Corporation (ALB) | 0.1 | $524k | -8% | 3.9k | 135.03 |
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| Crown Holdings (CCK) | 0.1 | $518k | +7% | 4.6k | 111.82 |
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| Ge Vernova (GEV) | 0.1 | $510k | +53% | 434.00 | 1174.86 |
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| salesforce (CRM) | 0.1 | $507k | +10% | 3.2k | 156.66 |
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| Pinterest Cl A (PINS) | 0.1 | $491k | +11% | 23k | 21.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $483k | 966.00 | 500.39 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $458k | -65% | 5.8k | 78.95 |
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| International Business Machines (IBM) | 0.1 | $457k | +11% | 1.6k | 281.21 |
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| International Paper Company (IP) | 0.0 | $438k | 12k | 38.10 |
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| First Business Financial Services (FBIZ) | 0.0 | $430k | 6.8k | 63.17 |
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| Amphenol Corp Cl A (APH) | 0.0 | $430k | NEW | 2.4k | 176.32 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $429k | +5% | 2.4k | 177.47 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $426k | 18k | 24.31 |
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| Equifax (EFX) | 0.0 | $416k | -17% | 2.6k | 158.72 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $408k | 2.2k | 189.73 |
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| Ge Aerospace Com New (GE) | 0.0 | $406k | 1.1k | 373.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $391k | NEW | 3.1k | 124.44 |
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| ConocoPhillips (COP) | 0.0 | $390k | -10% | 3.7k | 103.96 |
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| Pinnacle Finl Partners (PNFP) | 0.0 | $385k | NEW | 3.8k | 100.88 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $376k | -2% | 3.5k | 106.47 |
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| Zscaler Incorporated (ZS) | 0.0 | $376k | NEW | 2.7k | 141.15 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $373k | -29% | 7.8k | 47.97 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $363k | 6.8k | 53.11 |
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| Banco Santander Sa Adr (SAN) | 0.0 | $360k | 26k | 13.80 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $349k | 5.1k | 68.41 |
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| Bank of America Corporation (BAC) | 0.0 | $348k | 6.1k | 56.98 |
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| Aon Shs Cl A (AON) | 0.0 | $338k | +3% | 1.0k | 331.69 |
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| Kraft Heinz (KHC) | 0.0 | $335k | -35% | 14k | 23.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $334k | 3.0k | 110.32 |
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| Morgan Stanley Com New (MS) | 0.0 | $334k | 1.6k | 209.04 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $322k | 6.0k | 53.61 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $321k | 867.00 | 370.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $314k | 427.00 | 736.40 |
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| Deere & Company (DE) | 0.0 | $289k | 455.00 | 634.33 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $287k | 563.00 | 508.86 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $273k | 1.2k | 221.20 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $270k | 5.5k | 49.13 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $266k | 15k | 17.84 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $263k | -23% | 1.9k | 137.54 |
|
| Toll Brothers (TOL) | 0.0 | $261k | 1.6k | 164.75 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $260k | -32% | 3.4k | 75.73 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $240k | 5.3k | 45.34 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $214k | 1.8k | 116.67 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $213k | NEW | 976.00 | 217.93 |
|
| CSX Corporation (CSX) | 0.0 | $205k | NEW | 4.3k | 47.53 |
|
Past Filings by 1834 Investment Advisors
SEC 13F filings are viewable for 1834 Investment Advisors going back to 2010
- 1834 Investment Advisors 2026 Q2 filed July 30, 2026
- 1834 Investment Advisors 2026 Q1 filed May 14, 2026
- 1834 Investment Advisors 2025 Q4 filed Jan. 29, 2026
- 1834 Investment Advisors 2025 Q3 filed Oct. 31, 2025
- 1834 Investment Advisors 2025 Q2 filed July 16, 2025
- 1834 Investment Advisors 2025 Q1 filed May 9, 2025
- 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