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
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 ExcelPortfolio 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 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $43M | 734k | 58.07 |
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Ishares Tr S&p 500 Val Etf (IVE) | 4.6 | $39M | -7% | 209k | 186.81 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.5 | $30M | +3% | 384k | 77.31 |
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Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.4 | $29M | +6% | 360k | 80.51 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.2 | $27M | -2% | 462k | 58.55 |
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Microsoft Corporation (MSFT) | 3.2 | $27M | -8% | 64k | 420.72 |
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Apple (AAPL) | 2.7 | $23M | -7% | 134k | 171.48 |
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Ishares Tr S&p Mc 400gr Etf (IJK) | 2.6 | $22M | -13% | 241k | 91.25 |
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Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.6 | $22M | -9% | 185k | 118.29 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.6 | $14M | -7% | 29k | 480.70 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.5 | $13M | 253k | 50.10 |
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Verizon Communications (VZ) | 1.3 | $11M | 254k | 41.96 |
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Exxon Mobil Corporation (XOM) | 1.2 | $10M | -13% | 90k | 116.24 |
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At&t (T) | 1.2 | $10M | +4% | 577k | 17.60 |
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Cabot Oil & Gas Corporation (CTRA) | 1.2 | $9.8M | -7% | 353k | 27.88 |
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Merck & Co (MRK) | 1.2 | $9.7M | -7% | 74k | 131.95 |
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Abbvie (ABBV) | 1.1 | $9.6M | -32% | 53k | 182.10 |
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Chevron Corporation (CVX) | 1.1 | $9.3M | -10% | 59k | 157.74 |
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Bristol Myers Squibb (BMY) | 1.1 | $9.2M | +25% | 170k | 54.23 |
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Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.1M | -12% | 44k | 205.72 |
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CVS Caremark Corporation (CVS) | 1.0 | $8.8M | 111k | 79.76 |
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Pfizer (PFE) | 1.0 | $8.5M | +49% | 305k | 27.75 |
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Johnson & Johnson (JNJ) | 1.0 | $8.5M | -9% | 54k | 158.19 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $8.4M | +26% | 167k | 50.17 |
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Altria (MO) | 1.0 | $8.1M | -5% | 185k | 43.62 |
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Williams-Sonoma (WSM) | 1.0 | $8.1M | -27% | 25k | 317.53 |
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Truist Financial Corp equities (TFC) | 0.9 | $7.9M | +8% | 202k | 38.98 |
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McDonald's Corporation (MCD) | 0.9 | $7.7M | 27k | 281.95 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.6M | -12% | 51k | 150.93 |
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Lockheed Martin Corporation (LMT) | 0.9 | $7.6M | +2% | 17k | 454.88 |
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Crown Castle Intl (CCI) | 0.9 | $7.3M | +2% | 69k | 105.83 |
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UnitedHealth (UNH) | 0.9 | $7.3M | -20% | 15k | 494.70 |
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Virtu Finl Cl A (VIRT) | 0.9 | $7.2M | +15% | 353k | 20.52 |
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Broadcom (AVGO) | 0.8 | $7.1M | -32% | 5.3k | 1325.33 |
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Qualcomm (QCOM) | 0.8 | $7.0M | -8% | 42k | 169.30 |
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Cisco Systems (CSCO) | 0.8 | $7.0M | -14% | 141k | 49.91 |
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Kroger (KR) | 0.8 | $6.9M | NEW | 121k | 57.13 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.8 | $6.9M | 151k | 45.61 |
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Dow (DOW) | 0.8 | $6.9M | -15% | 119k | 57.93 |
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Philip Morris International (PM) | 0.8 | $6.6M | -7% | 72k | 91.62 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $6.4M | 49k | 131.24 |
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3M Company (MMM) | 0.7 | $6.3M | -4% | 60k | 106.07 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $6.3M | 12k | 525.71 |
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JPMorgan Chase & Co. (JPM) | 0.7 | $6.1M | -34% | 30k | 200.30 |
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Cubesmart (CUBE) | 0.7 | $6.1M | -6% | 134k | 45.22 |
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Wec Energy Group (WEC) | 0.7 | $5.8M | +1137% | 71k | 82.12 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $5.6M | -2% | 134k | 41.77 |
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Comerica Incorporated (CMA) | 0.7 | $5.6M | -5% | 102k | 54.99 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $5.5M | +7% | 75k | 73.15 |
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Public Storage (PSA) | 0.6 | $5.4M | +9% | 19k | 290.06 |
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Amazon (AMZN) | 0.6 | $5.3M | -17% | 30k | 180.38 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $5.2M | -11% | 50k | 102.76 |
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Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $5.1M | -12% | 39k | 130.73 |
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Dominion Resources (D) | 0.6 | $5.0M | +7% | 102k | 49.19 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.6 | $4.9M | -13% | 92k | 53.10 |
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Western Union Company (WU) | 0.6 | $4.8M | +546% | 344k | 13.98 |
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Cardinal Health (CAH) | 0.6 | $4.6M | 41k | 111.90 |
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ConAgra Foods (CAG) | 0.5 | $4.6M | +5% | 155k | 29.64 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $4.5M | -2% | 14k | 337.04 |
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Ishares Tr Short Treas Bd (SHV) | 0.5 | $4.2M | +7% | 38k | 110.54 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $4.1M | 52k | 79.86 |
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Texas Instruments Incorporated (TXN) | 0.5 | $4.0M | 23k | 174.21 |
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Procter & Gamble Company (PG) | 0.5 | $3.9M | -13% | 24k | 162.25 |
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.5 | $3.9M | +30% | 38k | 103.01 |
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Ally Financial (ALLY) | 0.4 | $3.5M | +20% | 87k | 40.59 |
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Eli Lilly & Co. (LLY) | 0.4 | $3.4M | 4.4k | 778.02 |
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Intel Corporation (INTC) | 0.4 | $3.4M | -19% | 77k | 44.17 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.2M | 12k | 270.80 |
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Janus Henderson Group Ord Shs (JHG) | 0.4 | $3.1M | +283% | 96k | 32.89 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.1M | 17k | 179.11 |
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NVIDIA Corporation (NVDA) | 0.4 | $2.9M | -34% | 3.3k | 903.56 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.8M | 5.4k | 523.05 |
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Union Pacific Corporation (UNP) | 0.3 | $2.8M | -9% | 11k | 245.93 |
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Abbott Laboratories (ABT) | 0.3 | $2.7M | -13% | 24k | 113.66 |
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Best Buy (BBY) | 0.3 | $2.7M | +171% | 33k | 82.03 |
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Tyson Foods Cl A (TSN) | 0.3 | $2.6M | +16% | 44k | 58.73 |
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Home Depot (HD) | 0.3 | $2.6M | -14% | 6.7k | 383.60 |
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Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.5M | 12k | 208.27 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | +398% | 39k | 60.74 |
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Citigroup Com New (C) | 0.3 | $2.3M | +123% | 36k | 63.24 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.3 | $2.2M | -2% | 15k | 147.73 |
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White Mountains Insurance Gp (WTM) | 0.3 | $2.1M | 1.2k | 1794.69 |
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Target Corporation (TGT) | 0.2 | $2.1M | -32% | 12k | 177.21 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.0M | 3.6k | 556.40 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | 8.5k | 210.31 |
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First American Financial (FAF) | 0.2 | $1.8M | +53% | 29k | 61.05 |
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First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.7M | 28k | 59.62 |
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Meta Platforms Cl A (META) | 0.2 | $1.7M | -36% | 3.5k | 485.58 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.7M | 19k | 86.48 |
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Visa Com Cl A (V) | 0.2 | $1.6M | -40% | 5.8k | 279.08 |
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Pure Storage Cl A (PSTG) | 0.2 | $1.6M | 31k | 51.99 |
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Advanced Micro Devices (AMD) | 0.2 | $1.6M | -44% | 8.7k | 180.49 |
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Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.5M | +9% | 15k | 102.28 |
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RBB Us Treas 3 Mnth (TBIL) | 0.2 | $1.5M | 30k | 50.03 |
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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 |
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Doximity Cl A (DOCS) | 0.2 | $1.3M | 50k | 26.91 |
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.3M | -7% | 31k | 42.55 |
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Oracle Corporation (ORCL) | 0.2 | $1.3M | 10k | 125.61 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.3M | +58% | 6.7k | 191.88 |
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Pepsi (PEP) | 0.1 | $1.3M | -5% | 7.2k | 175.02 |
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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 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -9% | 12k | 94.41 |
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SYSCO Corporation (SYY) | 0.1 | $1.1M | 13k | 81.18 |
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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 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.0M | +50% | 4.0k | 260.72 |
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Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.0k | 347.33 |
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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 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $767k | +9% | 8.4k | 91.80 |
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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 |
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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 |
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Duke Energy Corp Com New (DUK) | 0.0 | $226k | -10% | 2.3k | 96.71 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $222k | 2.7k | 81.78 |
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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