$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | New | Comcast Corp. | $4,379,000 | – | 81,579 | +100.0% | 1.18% | – |
| WYNN | New | Wynn Resorts Ltd. | $2,198,000 | – | 10,588 | +100.0% | 0.60% | – |
| VTI | New | Vanguard Total Stock Marketinx | $1,516,000 | – | 14,893 | +100.0% | 0.41% | – |
| IBB | New | iShares Nasdaq Biotech Indexinx | $1,489,000 | – | 5,792 | +100.0% | 0.40% | – |
| HAL | New | Halliburton Co. | $1,304,000 | – | 18,370 | +100.0% | 0.35% | – |
| VSS | New | Vanguard FTSE All-World ex-USinx | $667,000 | – | 5,996 | +100.0% | 0.18% | – |
| SCHF | New | Schwab International Equityinx | $666,000 | – | 20,184 | +100.0% | 0.18% | – |
| USRT | New | iShares Real Estate 50inx | $649,000 | – | 14,872 | +100.0% | 0.18% | – |
| New | Vanguard Life Strategy Moderatfund | $586,000 | – | 24,285 | +100.0% | 0.16% | – | |
| New | Sequoia Fundfund | $524,000 | – | 2,356 | +100.0% | 0.14% | – | |
| HEDJ | New | WisdomTree Europe Hedged Equitinx | $471,000 | – | 8,065 | +100.0% | 0.13% | – |
| MCD | New | McDonald's Corp | $285,000 | – | 2,831 | +100.0% | 0.08% | – |
| VB | New | Vanguard Small Capinx | $233,000 | – | 1,987 | +100.0% | 0.06% | – |
| New | Dodge & Cox Intl Fundfund | $224,000 | – | 4,824 | +100.0% | 0.06% | – | |
| SDRL | New | Seadrill Ltd. | $220,000 | – | 5,500 | +100.0% | 0.06% | – |
| NGLS | New | Targa Resource Partners LP | $209,000 | – | 2,900 | +100.0% | 0.06% | – |
| SHW | New | Sherwin-Williams Co. | $207,000 | – | 1,000 | +100.0% | 0.06% | – |
| MDLZ | New | Mondelez Intl. Corp. | $201,000 | – | 5,337 | +100.0% | 0.05% | – |
| TWO | New | Two Harbors Investment Corp. | $130,000 | – | 12,400 | +100.0% | 0.04% | – |
| LFBG | New | Left Behind Games Inc. | $0 | – | 20,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.2% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| APPLE INC | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.4% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.2% |
| S&P Smallcap 600 Growth Index | 42 | Q3 2023 | 2.1% |
| S&P Smallcap 600 Value Index F | 42 | Q3 2023 | 2.1% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.9% |
View 1834 INVESTMENT ADVISORS CO's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-24 |
| 13F-HR | 2022-02-16 |
View 1834 INVESTMENT ADVISORS CO's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.