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, VCSH, IVE, VCIT, and represent 20.53% of 1834 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYG, EIX, VMBS, VGIT, VCSH, APA, VTEB, CVX, DOC, PCAR.
- Started 7 new stock positions in SUB, HYMB, IBM, NVO, QQQ, VRT, GEV.
- Reduced shares in these 10 stocks: D, CCI, BIL, IVW, VIRT, LYB, T, KMI, ALLY, KR.
- Sold out of its positions in ADBE, CUBE, FAF, PYPL, RMD.
- 1834 Investment Advisors was a net seller of stock by $-2.5M.
- 1834 Investment Advisors has $801M in assets under management (AUM), dropping by 0.53%.
- Central Index Key (CIK): 0001138486
Tip: Access up to 7 years of quarterly data
Positions held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 206 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.0 | $40M | 690k | 58.54 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 4.6 | $37M | -6% | 326k | 113.11 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.3 | $34M | +5% | 432k | 79.27 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 3.6 | $29M | -2% | 135k | 211.15 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.0 | $24M | 295k | 82.75 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $23M | +9% | 383k | 59.55 |
|
| Apple (AAPL) | 2.8 | $23M | -3% | 90k | 253.79 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.8 | $22M | +2% | 37k | 597.55 |
|
| Microsoft Corporation (MSFT) | 2.2 | $18M | 48k | 370.17 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 2.1 | $17M | 303k | 56.58 |
|
|
| Apa Corporation (APA) | 2.1 | $16M | +11% | 387k | 42.44 |
|
| Spdr Series Trust State Street Spd (SPYG) | 2.0 | $16M | +31% | 162k | 97.91 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.9 | $15M | 152k | 100.62 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.9 | $15M | +16% | 322k | 46.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $15M | 234k | 64.08 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.6 | $13M | -4% | 95k | 132.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $12M | +2% | 28k | 430.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $12M | -2% | 42k | 287.56 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.5 | $12M | +3% | 340k | 35.14 |
|
| Merck & Co (MRK) | 1.3 | $10M | +2% | 85k | 120.30 |
|
| Broadcom (AVGO) | 1.3 | $10M | 33k | 309.51 |
|
|
| At&t (T) | 1.3 | $10M | -15% | 349k | 28.99 |
|
| Bristol Myers Squibb (BMY) | 1.2 | $9.9M | 164k | 60.65 |
|
|
| Verizon Communications (VZ) | 1.2 | $9.8M | 195k | 50.20 |
|
|
| Chevron Corporation (CVX) | 1.2 | $9.6M | +19% | 46k | 206.90 |
|
| Johnson & Johnson (JNJ) | 1.2 | $9.5M | 39k | 244.44 |
|
|
| Altria (MO) | 1.1 | $8.9M | 136k | 66.00 |
|
|
| Truist Financial Corp equities (TFC) | 1.1 | $8.6M | 187k | 45.97 |
|
|
| Pfizer (PFE) | 1.0 | $8.1M | +3% | 288k | 28.08 |
|
| CVS Caremark Corporation (CVS) | 1.0 | $7.6M | -10% | 106k | 71.82 |
|
| Dollar General (DG) | 0.9 | $7.3M | -3% | 61k | 118.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $6.9M | 24k | 294.16 |
|
|
| Edison International (EIX) | 0.8 | $6.7M | +128% | 92k | 73.18 |
|
| Cnh Indl N V SHS (CNH) | 0.8 | $6.7M | +4% | 609k | 11.00 |
|
| Kinder Morgan (KMI) | 0.8 | $6.7M | -21% | 199k | 33.53 |
|
| Wec Energy Group (WEC) | 0.8 | $6.5M | 56k | 115.77 |
|
|
| Hershey Company (HSY) | 0.8 | $6.5M | +4% | 31k | 207.89 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $6.1M | +3% | 113k | 54.05 |
|
| Lockheed Martin Corporation (LMT) | 0.8 | $6.1M | -4% | 10k | 604.40 |
|
| Amazon (AMZN) | 0.7 | $5.9M | 28k | 208.27 |
|
|
| Ford Motor Company (F) | 0.7 | $5.6M | 481k | 11.54 |
|
|
| Target Corporation (TGT) | 0.7 | $5.4M | +3% | 45k | 121.20 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.4M | -4% | 8.3k | 653.18 |
|
| Eversource Energy (ES) | 0.6 | $5.1M | +13% | 74k | 69.28 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $5.1M | 29k | 174.40 |
|
|
| Texas Instruments Incorporated (TXN) | 0.6 | $5.1M | 26k | 194.14 |
|
|
| Fidelity Natl Finl Com Shs (FNF) | 0.6 | $5.0M | 107k | 46.38 |
|
|
| United Bankshares (UBSI) | 0.6 | $4.6M | +16% | 112k | 41.42 |
|
| Us Bancorp Com New (USB) | 0.6 | $4.6M | +19% | 89k | 52.01 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.6 | $4.5M | -2% | 31k | 145.94 |
|
| Public Storage (PSA) | 0.6 | $4.4M | +7% | 16k | 270.88 |
|
| Qualcomm (QCOM) | 0.5 | $4.4M | 34k | 128.78 |
|
|
| ConAgra Foods (CAG) | 0.5 | $4.2M | +34% | 270k | 15.72 |
|
| Western Union Company (WU) | 0.5 | $4.1M | -3% | 471k | 8.73 |
|
| Citigroup Com New (C) | 0.5 | $3.9M | -20% | 34k | 113.41 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $3.6M | -2% | 31k | 118.45 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.4 | $3.5M | -3% | 24k | 144.71 |
|
| Tyson Foods Cl A (TSN) | 0.4 | $3.5M | +8% | 55k | 64.07 |
|
| T. Rowe Price (TROW) | 0.4 | $3.4M | 38k | 90.14 |
|
|
| Paccar (PCAR) | 0.4 | $3.4M | +75% | 29k | 115.50 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.3M | -2% | 34k | 97.13 |
|
| Realty Income (O) | 0.4 | $3.3M | +35% | 54k | 61.18 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.2M | +96% | 65k | 49.89 |
|
| Procter & Gamble Company (PG) | 0.4 | $3.2M | 22k | 144.44 |
|
|
| Virtu Finl Cl A (VIRT) | 0.4 | $3.1M | -41% | 70k | 43.98 |
|
| Peak (DOC) | 0.4 | $3.0M | +95% | 184k | 16.43 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $3.0M | -2% | 4.6k | 650.39 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.9M | 3.2k | 919.86 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.8M | 98k | 29.08 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.4 | $2.8M | -53% | 31k | 91.64 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $2.6M | 8.3k | 313.81 |
|
|
| White Mountains Insurance Gp (WTM) | 0.3 | $2.6M | 1.2k | 2197.44 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $2.5M | -17% | 19k | 132.90 |
|
| Philip Morris International (PM) | 0.3 | $2.5M | -6% | 15k | 165.34 |
|
| Ally Financial (ALLY) | 0.3 | $2.5M | -37% | 63k | 39.23 |
|
| Cisco Systems (CSCO) | 0.3 | $2.4M | -27% | 31k | 77.59 |
|
| UnitedHealth (UNH) | 0.3 | $2.2M | -6% | 8.0k | 270.59 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $2.1M | +4% | 50k | 42.31 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.3 | $2.1M | 3.4k | 616.76 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.1M | -4% | 12k | 169.67 |
|
| Kla Corp Com New (KLAC) | 0.3 | $2.1M | -3% | 1.4k | 1472.41 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.1M | 8.3k | 248.01 |
|
|
| Best Buy (BBY) | 0.3 | $2.1M | +4% | 32k | 64.20 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.9M | -2% | 3.3k | 572.13 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $1.8M | +40% | 5.8k | 318.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.8M | 27k | 67.53 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.7M | -3% | 4.0k | 426.37 |
|
| Kroger (KR) | 0.2 | $1.6M | -46% | 23k | 72.36 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.6M | +8% | 6.4k | 257.35 |
|
| Lamar Advertising Cl A (LAMR) | 0.2 | $1.6M | +120% | 13k | 126.66 |
|
| Dominion Resources (D) | 0.2 | $1.6M | -69% | 26k | 61.82 |
|
| Visa Com Cl A (V) | 0.2 | $1.6M | 5.2k | 302.24 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | 17k | 88.70 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.4M | 7.8k | 184.28 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $1.4M | +8% | 9.6k | 146.61 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $1.4M | 12k | 118.63 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $1.4M | -2% | 17k | 79.61 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.4M | 1.4k | 996.43 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.4M | 6.2k | 217.26 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.3M | -4% | 1.0k | 1320.83 |
|
| Home Depot (HD) | 0.2 | $1.3M | 4.0k | 328.89 |
|
|
| General Mills (GIS) | 0.2 | $1.3M | +249% | 35k | 37.22 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | 4.2k | 302.25 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.2M | -17% | 17k | 71.77 |
|
| Williams-Sonoma (WSM) | 0.1 | $1.2M | -9% | 6.5k | 182.33 |
|
| Ventas (VTR) | 0.1 | $1.2M | 15k | 81.78 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.2M | -5% | 3.4k | 337.95 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $1.1M | -65% | 14k | 80.56 |
|
| Abbvie (ABBV) | 0.1 | $1.0M | -2% | 4.8k | 217.49 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.0M | -4% | 9.1k | 114.32 |
|
| Southern Company (SO) | 0.1 | $1.0M | -6% | 11k | 96.52 |
|
| Advanced Micro Devices (AMD) | 0.1 | $996k | 4.9k | 203.43 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $978k | 7.9k | 124.31 |
|
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $977k | +5% | 29k | 33.22 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $962k | 3.0k | 320.55 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $958k | 6.5k | 147.11 |
|
|
| Fortinet (FTNT) | 0.1 | $950k | -9% | 12k | 81.72 |
|
| Huntington Ingalls Inds (HII) | 0.1 | $943k | 2.5k | 379.90 |
|
|
| Everpure Cl A (PSTG) | 0.1 | $939k | 16k | 59.04 |
|
|
| American Electric Power Company (AEP) | 0.1 | $911k | -11% | 7.0k | 131.08 |
|
| SYSCO Corporation (SYY) | 0.1 | $899k | 13k | 71.33 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $890k | 4.2k | 213.67 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $881k | 15k | 59.19 |
|
|
| Pepsi (PEP) | 0.1 | $875k | 5.6k | 155.29 |
|
|
| CBOE Holdings (CBOE) | 0.1 | $863k | 3.1k | 281.07 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $861k | 3.6k | 242.65 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $838k | 6.7k | 124.28 |
|
|
| Marvell Technology (MRVL) | 0.1 | $835k | +25% | 8.4k | 99.05 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $828k | 14k | 57.64 |
|
|
| Citizens Financial (CFG) | 0.1 | $790k | +12% | 13k | 59.97 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $780k | 1.6k | 491.54 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $763k | -27% | 4.2k | 179.53 |
|
| Steel Dynamics (STLD) | 0.1 | $747k | 4.1k | 180.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
|
|
| Stryker Corporation (SYK) | 0.1 | $715k | 2.2k | 328.54 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $711k | 5.0k | 142.43 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $689k | 6.9k | 100.17 |
|
|
| 3M Company (MMM) | 0.1 | $681k | 4.7k | 145.23 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $672k | 1.5k | 460.99 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $665k | -3% | 4.2k | 160.32 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $643k | 2.2k | 286.86 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $642k | 1.7k | 370.68 |
|
|
| Caterpillar (CAT) | 0.1 | $633k | 893.00 | 708.46 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $632k | 6.2k | 102.67 |
|
|
| SLB Com Stk (SLB) | 0.1 | $620k | 12k | 51.39 |
|
|
| Mueller Industries (MLI) | 0.1 | $601k | +143% | 5.4k | 110.80 |
|
| Blackrock (BLK) | 0.1 | $581k | -2% | 604.00 | 961.71 |
|
| Equifax (EFX) | 0.1 | $569k | -14% | 3.2k | 180.07 |
|
| ConocoPhillips (COP) | 0.1 | $555k | 4.2k | 132.00 |
|
|
| Carnival Corp Common Stock (CCL) | 0.1 | $554k | -15% | 21k | 25.88 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $552k | 31k | 17.75 |
|
|
| salesforce (CRM) | 0.1 | $547k | -9% | 2.9k | 186.67 |
|
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $544k | NEW | 22k | 24.80 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $537k | NEW | 15k | 36.75 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $536k | 768.00 | 697.73 |
|
|
| Capital One Financial (COF) | 0.1 | $535k | -15% | 2.9k | 182.43 |
|
| Chubb (CB) | 0.1 | $531k | -3% | 1.6k | 325.93 |
|
| Air Products & Chemicals (APD) | 0.1 | $527k | 1.8k | 290.49 |
|
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $524k | 11k | 47.83 |
|
|
| Emerson Electric (EMR) | 0.1 | $520k | 4.0k | 131.02 |
|
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $518k | 11k | 46.43 |
|
|
| Kraft Heinz (KHC) | 0.1 | $493k | -23% | 22k | 22.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $463k | 966.00 | 479.20 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.1 | $441k | -17% | 10k | 43.06 |
|
| Crown Holdings (CCK) | 0.1 | $433k | +15% | 4.3k | 100.25 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $420k | 18k | 23.98 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $419k | -5% | 6.8k | 61.26 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $415k | 2.2k | 192.90 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $414k | -89% | 5.1k | 81.31 |
|
| International Paper Company (IP) | 0.1 | $411k | 12k | 35.70 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.1 | $403k | -13% | 2.3k | 175.66 |
|
| Micron Technology (MU) | 0.0 | $389k | -9% | 1.2k | 337.84 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $387k | NEW | 3.6k | 106.50 |
|
| Pinterest Cl A (PINS) | 0.0 | $385k | -13% | 21k | 18.34 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $384k | 563.00 | 681.63 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $378k | 3.4k | 110.39 |
|
|
| First Business Financial Services (FBIZ) | 0.0 | $365k | 6.8k | 53.93 |
|
|
| Danaher Corporation (DHR) | 0.0 | $356k | -5% | 1.9k | 189.60 |
|
| International Business Machines (IBM) | 0.0 | $352k | NEW | 1.5k | 242.39 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $349k | NEW | 1.4k | 250.58 |
|
| Bath & Body Works In (BBWI) | 0.0 | $348k | +12% | 19k | 18.67 |
|
| EOG Resources (EOG) | 0.0 | $322k | -7% | 2.2k | 144.57 |
|
| CarMax (KMX) | 0.0 | $319k | +18% | 7.7k | 41.58 |
|
| Aon Shs Cl A (AON) | 0.0 | $318k | -7% | 984.00 | 322.78 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $317k | -22% | 5.0k | 62.75 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $316k | 5.5k | 57.61 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $309k | 1.1k | 283.77 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $297k | -13% | 6.0k | 49.37 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $294k | 3.0k | 97.23 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $294k | 26k | 11.28 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $293k | 6.0k | 48.75 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $290k | 5.1k | 56.79 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $288k | -22% | 2.5k | 114.83 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $278k | 867.00 | 320.81 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $269k | 1.8k | 146.28 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $263k | 1.6k | 164.57 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $261k | -7% | 15k | 17.54 |
|
| Deere & Company (DE) | 0.0 | $256k | 455.00 | 563.30 |
|
|
| Intel Corporation (INTC) | 0.0 | $250k | -62% | 5.7k | 44.13 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $247k | NEW | 427.00 | 577.18 |
|
| Ge Vernova (GEV) | 0.0 | $246k | NEW | 282.00 | 872.90 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $243k | 5.3k | 45.89 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $235k | 1.2k | 189.59 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $224k | 1.1k | 203.18 |
|
|
| Toll Brothers (TOL) | 0.0 | $216k | 1.6k | 136.47 |
|
|
| NiSource (NI) | 0.0 | $215k | -78% | 4.6k | 46.66 |
|
Past Filings by 1834 Investment Advisors
SEC 13F filings are viewable for 1834 Investment Advisors going back to 2010
- 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
- Northern Oak Wealth Management 2022 Q2 filed Aug. 16, 2022