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, VCIT, and represent 21.80% of 1834 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: KR (+$6.9M), WEC (+$5.3M), WU, PFE, JHG, IJH, BMY, VEA, BBY, VCIT.
- Started 7 new stock positions in CMG, KR, TSM, TRV, IHI, SCHD, EOG.
- Reduced shares in these 10 stocks: PKG (-$5.4M), ABBV, WSO, AVGO, IJK, JPM, IVE, WSM, MSFT, IJJ.
- Sold out of its positions in BX, F, GM, BSCR, TLT, SUB, KEY, NFLX, NEM, NVO. ZROZ, TUA, STWD, WBA.
- 1834 Investment Advisors was a net seller of stock by $-44M.
- 1834 Investment Advisors has $841M in assets under management (AUM), dropping by 0.51%.
- Central Index Key (CIK): 0001138486
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Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 218 positions in its portfolio as reported in the March 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) | 5.1 | $43M | -4% | 511k | 84.44 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $43M | 734k | 58.07 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 4.6 | $39M | -7% | 209k | 186.81 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.5 | $30M | +3% | 384k | 77.31 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.4 | $29M | +6% | 360k | 80.51 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.2 | $27M | -2% | 462k | 58.55 |
|
| Microsoft Corporation (MSFT) | 3.2 | $27M | -8% | 64k | 420.72 |
|
| Apple (AAPL) | 2.7 | $23M | -7% | 134k | 171.48 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.6 | $22M | -13% | 241k | 91.25 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.6 | $22M | -9% | 185k | 118.29 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $14M | -7% | 29k | 480.70 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.5 | $13M | 253k | 50.10 |
|
|
| Verizon Communications (VZ) | 1.3 | $11M | 254k | 41.96 |
|
|
| Exxon Mobil Corporation (XOM) | 1.2 | $10M | -13% | 90k | 116.24 |
|
| At&t (T) | 1.2 | $10M | +4% | 577k | 17.60 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.2 | $9.8M | -7% | 353k | 27.88 |
|
| Merck & Co (MRK) | 1.2 | $9.7M | -7% | 74k | 131.95 |
|
| Abbvie (ABBV) | 1.1 | $9.6M | -32% | 53k | 182.10 |
|
| Chevron Corporation (CVX) | 1.1 | $9.3M | -10% | 59k | 157.74 |
|
| Bristol Myers Squibb (BMY) | 1.1 | $9.2M | +25% | 170k | 54.23 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.1M | -12% | 44k | 205.72 |
|
| CVS Caremark Corporation (CVS) | 1.0 | $8.8M | 111k | 79.76 |
|
|
| Pfizer (PFE) | 1.0 | $8.5M | +49% | 305k | 27.75 |
|
| Johnson & Johnson (JNJ) | 1.0 | $8.5M | -9% | 54k | 158.19 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $8.4M | +26% | 167k | 50.17 |
|
| Altria (MO) | 1.0 | $8.1M | -5% | 185k | 43.62 |
|
| Williams-Sonoma (WSM) | 1.0 | $8.1M | -27% | 25k | 317.53 |
|
| Truist Financial Corp equities (TFC) | 0.9 | $7.9M | +8% | 202k | 38.98 |
|
| McDonald's Corporation (MCD) | 0.9 | $7.7M | 27k | 281.95 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.6M | -12% | 51k | 150.93 |
|
| Lockheed Martin Corporation (LMT) | 0.9 | $7.6M | +2% | 17k | 454.88 |
|
| Crown Castle Intl (CCI) | 0.9 | $7.3M | +2% | 69k | 105.83 |
|
| UnitedHealth (UNH) | 0.9 | $7.3M | -20% | 15k | 494.70 |
|
| Virtu Finl Cl A (VIRT) | 0.9 | $7.2M | +15% | 353k | 20.52 |
|
| Broadcom (AVGO) | 0.8 | $7.1M | -32% | 5.3k | 1325.33 |
|
| Qualcomm (QCOM) | 0.8 | $7.0M | -8% | 42k | 169.30 |
|
| Cisco Systems (CSCO) | 0.8 | $7.0M | -14% | 141k | 49.91 |
|
| Kroger (KR) | 0.8 | $6.9M | NEW | 121k | 57.13 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $6.9M | 151k | 45.61 |
|
|
| Dow (DOW) | 0.8 | $6.9M | -15% | 119k | 57.93 |
|
| Philip Morris International (PM) | 0.8 | $6.6M | -7% | 72k | 91.62 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $6.4M | 49k | 131.24 |
|
|
| 3M Company (MMM) | 0.7 | $6.3M | -4% | 60k | 106.07 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.3M | 12k | 525.71 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $6.1M | -34% | 30k | 200.30 |
|
| Cubesmart (CUBE) | 0.7 | $6.1M | -6% | 134k | 45.22 |
|
| Wec Energy Group (WEC) | 0.7 | $5.8M | +1137% | 71k | 82.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $5.6M | -2% | 134k | 41.77 |
|
| Comerica Incorporated (CMA) | 0.7 | $5.6M | -5% | 102k | 54.99 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $5.5M | +7% | 75k | 73.15 |
|
| Public Storage (PSA) | 0.6 | $5.4M | +9% | 19k | 290.06 |
|
| Amazon (AMZN) | 0.6 | $5.3M | -17% | 30k | 180.38 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $5.2M | -11% | 50k | 102.76 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $5.1M | -12% | 39k | 130.73 |
|
| Dominion Resources (D) | 0.6 | $5.0M | +7% | 102k | 49.19 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.6 | $4.9M | -13% | 92k | 53.10 |
|
| Western Union Company (WU) | 0.6 | $4.8M | +546% | 344k | 13.98 |
|
| Cardinal Health (CAH) | 0.6 | $4.6M | 41k | 111.90 |
|
|
| ConAgra Foods (CAG) | 0.5 | $4.6M | +5% | 155k | 29.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $4.5M | -2% | 14k | 337.04 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $4.2M | +7% | 38k | 110.54 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $4.1M | 52k | 79.86 |
|
|
| Texas Instruments Incorporated (TXN) | 0.5 | $4.0M | 23k | 174.21 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $3.9M | -13% | 24k | 162.25 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $3.9M | +30% | 38k | 103.01 |
|
| Ally Financial (ALLY) | 0.4 | $3.5M | +20% | 87k | 40.59 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.4M | 4.4k | 778.02 |
|
|
| Intel Corporation (INTC) | 0.4 | $3.4M | -19% | 77k | 44.17 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.2M | 12k | 270.80 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.4 | $3.1M | +283% | 96k | 32.89 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.1M | 17k | 179.11 |
|
|
| NVIDIA Corporation (NVDA) | 0.4 | $2.9M | -34% | 3.3k | 903.56 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | 5.4k | 523.05 |
|
|
| Union Pacific Corporation (UNP) | 0.3 | $2.8M | -9% | 11k | 245.93 |
|
| Abbott Laboratories (ABT) | 0.3 | $2.7M | -13% | 24k | 113.66 |
|
| Best Buy (BBY) | 0.3 | $2.7M | +171% | 33k | 82.03 |
|
| Tyson Foods Cl A (TSN) | 0.3 | $2.6M | +16% | 44k | 58.73 |
|
| Home Depot (HD) | 0.3 | $2.6M | -14% | 6.7k | 383.60 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.5M | 12k | 208.27 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | +398% | 39k | 60.74 |
|
| Citigroup Com New (C) | 0.3 | $2.3M | +123% | 36k | 63.24 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $2.2M | -2% | 15k | 147.73 |
|
| White Mountains Insurance Gp (WTM) | 0.3 | $2.1M | 1.2k | 1794.69 |
|
|
| Target Corporation (TGT) | 0.2 | $2.1M | -32% | 12k | 177.21 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.0M | 3.6k | 556.40 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | 8.5k | 210.31 |
|
|
| First American Financial (FAF) | 0.2 | $1.8M | +53% | 29k | 61.05 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.7M | 28k | 59.62 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $1.7M | -36% | 3.5k | 485.58 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.7M | 19k | 86.48 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.6M | -40% | 5.8k | 279.08 |
|
| Pure Storage Cl A (PSTG) | 0.2 | $1.6M | 31k | 51.99 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.6M | -44% | 8.7k | 180.49 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.5M | +9% | 15k | 102.28 |
|
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $1.5M | 30k | 50.03 |
|
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $1.4M | 29k | 47.44 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.4M | 13k | 110.52 |
|
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| Southern Company (SO) | 0.2 | $1.4M | -11% | 19k | 71.74 |
|
| Doximity Cl A (DOCS) | 0.2 | $1.3M | 50k | 26.91 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.3M | -7% | 31k | 42.55 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | 10k | 125.61 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.3M | +58% | 6.7k | 191.88 |
|
| Pepsi (PEP) | 0.1 | $1.3M | -5% | 7.2k | 175.02 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | 1.7k | 732.63 |
|
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| Hess (HES) | 0.1 | $1.2M | 7.8k | 152.64 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +10% | 20k | 57.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -9% | 12k | 94.41 |
|
| SYSCO Corporation (SYY) | 0.1 | $1.1M | 13k | 81.18 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | +9% | 1.8k | 581.22 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | -60% | 11k | 94.16 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.0M | +50% | 4.0k | 260.72 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.0k | 347.33 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.0M | -9% | 20k | 50.60 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | 2.6k | 399.09 |
|
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| Steel Dynamics (STLD) | 0.1 | $1.0M | 6.9k | 148.23 |
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| Palo Alto Networks (PANW) | 0.1 | $1.0M | 3.6k | 284.13 |
|
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.0M | -7% | 9.9k | 103.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.0M | 14k | 70.00 |
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| Bank of America Corporation (BAC) | 0.1 | $1.0M | -53% | 27k | 37.92 |
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| Cummins (CMI) | 0.1 | $974k | 3.3k | 294.65 |
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| ConocoPhillips (COP) | 0.1 | $962k | +10% | 7.6k | 127.28 |
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| Honeywell International (HON) | 0.1 | $915k | 4.5k | 205.25 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $905k | 17k | 53.80 |
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| Capital One Financial (COF) | 0.1 | $903k | +42% | 6.1k | 148.89 |
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| Kla Corp Com New (KLAC) | 0.1 | $901k | +4% | 1.3k | 698.57 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $880k | -51% | 42k | 20.97 |
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| Equifax (EFX) | 0.1 | $864k | +5% | 3.2k | 267.52 |
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| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $849k | -68% | 36k | 23.77 |
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| T. Rowe Price (TROW) | 0.1 | $848k | 7.0k | 121.92 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $831k | +18% | 1.6k | 504.60 |
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| CBOE Holdings (CBOE) | 0.1 | $817k | 4.4k | 183.73 |
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| Stryker Corporation (SYK) | 0.1 | $805k | 2.3k | 357.87 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $794k | -66% | 46k | 17.32 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $767k | +9% | 8.4k | 91.80 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $764k | +9% | 4.9k | 155.91 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $761k | 14k | 54.40 |
|
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| American Electric Power Company (AEP) | 0.1 | $743k | +21% | 8.6k | 86.10 |
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| Edwards Lifesciences (EW) | 0.1 | $741k | +6% | 7.8k | 95.56 |
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| NiSource (NI) | 0.1 | $706k | +19% | 26k | 27.66 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.1 | $706k | -58% | 40k | 17.69 |
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| Lowe's Companies (LOW) | 0.1 | $692k | -73% | 2.7k | 254.73 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $683k | 12k | 57.62 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $674k | 16k | 42.12 |
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| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $671k | -37% | 14k | 46.51 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $671k | +2% | 2.8k | 235.79 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $652k | +91% | 6.4k | 101.50 |
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| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $651k | -32% | 11k | 57.70 |
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| Lennar Corp Cl A (LEN) | 0.1 | $639k | 3.7k | 171.98 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.1 | $627k | -42% | 33k | 19.21 |
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| Bath & Body Works In (BBWI) | 0.1 | $624k | +61% | 13k | 50.02 |
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| Ventas (VTR) | 0.1 | $618k | +18% | 14k | 43.54 |
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| BlackRock (BLK) | 0.1 | $607k | +6% | 728.00 | 833.70 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $603k | 5.2k | 115.30 |
|
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| Dupont De Nemours (DD) | 0.1 | $601k | +18% | 7.8k | 76.67 |
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| Coca-Cola Company (KO) | 0.1 | $593k | -3% | 9.7k | 61.18 |
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| salesforce (CRM) | 0.1 | $592k | +5% | 2.0k | 301.18 |
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| Albemarle Corporation (ALB) | 0.1 | $581k | +23% | 4.4k | 131.74 |
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| Emerson Electric (EMR) | 0.1 | $575k | -4% | 5.1k | 113.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $570k | 11k | 51.28 |
|
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| Pinterest Cl A (PINS) | 0.1 | $570k | +29% | 16k | 34.67 |
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| Micron Technology (MU) | 0.1 | $567k | -21% | 4.8k | 117.89 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $561k | -26% | 8.6k | 65.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $538k | -5% | 3.5k | 152.26 |
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| Boston Scientific Corporation (BSX) | 0.1 | $532k | -5% | 7.8k | 68.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $513k | 1.2k | 444.01 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $500k | +114% | 8.3k | 60.17 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $493k | 1.9k | 259.90 |
|
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| Freeport-mcmoran CL B (FCX) | 0.1 | $493k | 11k | 47.02 |
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| Schlumberger Com Stk (SLB) | 0.1 | $485k | +24% | 8.8k | 54.81 |
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| Air Products & Chemicals (APD) | 0.1 | $477k | -19% | 2.0k | 242.27 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $476k | +7% | 2.1k | 231.69 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $446k | 7.2k | 62.06 |
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| CarMax (KMX) | 0.1 | $437k | +17% | 5.0k | 87.11 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $427k | -11% | 444.00 | 962.49 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $426k | 3.4k | 125.96 |
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| Caterpillar (CAT) | 0.1 | $425k | 1.2k | 366.43 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $417k | 9.7k | 42.95 |
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| General Electric Com New (GE) | 0.0 | $410k | -7% | 2.3k | 175.53 |
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| Boeing Company (BA) | 0.0 | $409k | -62% | 2.1k | 192.99 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $403k | 768.00 | 524.35 |
|
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| International Business Machines (IBM) | 0.0 | $377k | -8% | 2.0k | 190.96 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $362k | +8% | 373.00 | 970.47 |
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| Diamondback Energy (FANG) | 0.0 | $360k | +21% | 1.8k | 198.17 |
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| Global Payments (GPN) | 0.0 | $349k | +40% | 2.6k | 133.66 |
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| Toll Brothers (TOL) | 0.0 | $347k | -2% | 2.7k | 129.37 |
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| FedEx Corporation (FDX) | 0.0 | $337k | 1.2k | 289.74 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $336k | -44% | 798.00 | 420.52 |
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| Danaher Corporation (DHR) | 0.0 | $329k | +13% | 1.3k | 249.72 |
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| Constellation Brands Cl A (STZ) | 0.0 | $321k | +24% | 1.2k | 271.76 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $320k | +16% | 37k | 8.73 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $316k | -60% | 16k | 20.43 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $314k | 2.4k | 129.35 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $303k | 9.3k | 32.69 |
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| Aptiv SHS (APTV) | 0.0 | $296k | +16% | 3.7k | 79.65 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $291k | 609.00 | 478.27 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $285k | 2.3k | 125.33 |
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| EOG Resources (EOG) | 0.0 | $284k | NEW | 2.2k | 127.84 |
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| Automatic Data Processing (ADP) | 0.0 | $275k | 1.1k | 249.74 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $264k | 2.7k | 97.52 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $261k | NEW | 1.9k | 136.05 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $255k | 3.0k | 84.09 |
|
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| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $247k | -5% | 2.2k | 110.21 |
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| First Business Financial Services (FBIZ) | 0.0 | $242k | 6.5k | 37.50 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $235k | -28% | 2.6k | 91.39 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $226k | -10% | 2.3k | 96.71 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $222k | 2.7k | 81.78 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $220k | -94% | 510.00 | 431.97 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $218k | NEW | 75.00 | 2906.77 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $216k | 1.4k | 158.81 |
|
|
| Stag Industrial (STAG) | 0.0 | $214k | -70% | 5.6k | 38.44 |
|
| Goldman Sachs (GS) | 0.0 | $214k | -77% | 512.00 | 417.69 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $210k | 5.1k | 41.08 |
|
|
| Principal Financial (PFG) | 0.0 | $208k | -18% | 2.4k | 86.31 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $207k | NEW | 2.6k | 80.63 |
|
| Travelers Companies (TRV) | 0.0 | $206k | NEW | 895.00 | 230.14 |
|
| Packaging Corporation of America (PKG) | 0.0 | $204k | -96% | 1.1k | 189.78 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $201k | NEW | 3.4k | 58.59 |
|
| Banco Santander Adr (SAN) | 0.0 | $166k | 34k | 4.84 |
|
Past Filings by 1834 Investment Advisors
SEC 13F filings are viewable for 1834 Investment Advisors going back to 2010
- 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
- Northern Oak Wealth Management 2020 Q3 filed Nov. 16, 2020
- Northern Oak Wealth Management 2020 Q2 filed Aug. 17, 2020