$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $5,278,000 | +4.9% | 42,448 | 0.0% | 0.83% | -11.5% | |
| IWP | ISHARES TRrus md cp gr etf | $3,032,000 | +6.6% | 25,130 | 0.0% | 0.48% | -10.0% | |
| TBF | PROSHARES TRshrt 20+yr tre | $1,214,000 | -2.4% | 55,500 | 0.0% | 0.19% | -17.7% | |
| BK | BANK NEW YORK MELLON COR | $927,000 | +1.6% | 17,203 | 0.0% | 0.15% | -14.1% | |
| DTYS | BARCLAYS BK PLC10 yr treas bear | $821,000 | +7.7% | 45,000 | 0.0% | 0.13% | -9.2% | |
| SSO | PROSHARES TR | $702,000 | +13.0% | 6,417 | 0.0% | 0.11% | -4.3% | |
| GVI | ISHARES TRintrm gov cr etf | $668,000 | -1.0% | 6,084 | 0.0% | 0.10% | -16.7% | |
| IBMG | ISHARES TRibonds sep18 etf | $657,000 | -0.5% | 25,879 | 0.0% | 0.10% | -16.3% | |
| DBB | POWERSHS DB MULTI SECT Cdb base metals | $534,000 | +7.2% | 27,500 | 0.0% | 0.08% | -9.7% | |
| GBF | ISHARES TRgov/cred bd etf | $491,000 | -0.4% | 4,305 | 0.0% | 0.08% | -16.3% | |
| SYK | STRYKER CORP | $480,000 | +9.1% | 3,100 | 0.0% | 0.08% | -7.3% | |
| NSC | NORFOLK SOUTHERN CORP | $431,000 | +9.7% | 2,974 | 0.0% | 0.07% | -6.8% | |
| SHW | SHERWIN WILLIAMS CO | $410,000 | +14.5% | 1,000 | 0.0% | 0.06% | -3.0% | |
| KRE | SPDR SERIES TRUSTs&p regl bkg | $329,000 | +3.8% | 5,585 | 0.0% | 0.05% | -11.9% | |
| TFI | SPDR SER TRnuveen brc munic | $313,000 | 0.0% | 6,395 | 0.0% | 0.05% | -15.5% | |
| NKE | NIKE INCcl b | $256,000 | +20.8% | 4,098 | 0.0% | 0.04% | 0.0% | |
| MDT | MEDTRONIC PLC | $254,000 | +3.7% | 3,151 | 0.0% | 0.04% | -13.0% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $240,000 | +4.3% | 1,625 | 0.0% | 0.04% | -11.6% | |
| RYT | RYDEX ETF TRUSTgug s&p500eqwtte | $239,000 | +5.8% | 1,672 | 0.0% | 0.04% | -9.5% | |
| NEE | NEXTERA ENERGY INC | $215,000 | +6.4% | 1,375 | 0.0% | 0.03% | -10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-16
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.