$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FDX | New | FEDEX CORP | $6,348,000 | – | 39,350 | +100.0% | 1.06% | – |
| LNC | New | LINCOLN NATL CORP IND | $2,912,000 | – | 56,758 | +100.0% | 0.49% | – |
| IEZ | New | ISHARES TRus oil eq&sv etf | $888,000 | – | 43,475 | +100.0% | 0.15% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $230,000 | – | 3,781 | +100.0% | 0.04% | – |
| CRM | New | SALESFORCE COM INC | $199,000 | – | 1,450 | +100.0% | 0.03% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $128,000 | – | 2,800 | +100.0% | 0.02% | – |
| GBDC | New | GOLUB CAP BDC INC | $76,000 | – | 4,600 | +100.0% | 0.01% | – |
| XLC | New | SELECT SECTOR SPDR TR | $74,000 | – | 1,791 | +100.0% | 0.01% | – |
| EFZ | New | PROSHARES TR | $52,000 | – | 1,750 | +100.0% | 0.01% | – |
| ADBE | New | ADOBE INC | $45,000 | – | 200 | +100.0% | 0.01% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $31,000 | – | 1,523 | +100.0% | 0.01% | – |
| QUAD | New | QUAD / GRAPHICS INC | $25,000 | – | 2,000 | +100.0% | 0.00% | – |
| MGP | New | MGM GROWTH PPTYS LLC | $21,000 | – | 800 | +100.0% | 0.00% | – |
| ONEQ | New | FIDELITY COMWLTH TRndq cp idx trk | $25,000 | – | 96 | +100.0% | 0.00% | – |
| FPF | New | FIRST TR INTER DUR PFD & IN | $22,000 | – | 1,100 | +100.0% | 0.00% | – |
| HSIC | New | SCHEIN HENRY INC | $16,000 | – | 200 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $17,000 | – | 50 | +100.0% | 0.00% | – |
| KIE | New | SPDR SERIES TRUSTs&p ins etf | $20,000 | – | 704 | +100.0% | 0.00% | – |
| SFIX | New | STITCH FIX INC | $14,000 | – | 800 | +100.0% | 0.00% | – |
| HRL | New | HORMEL FOODS CORP | $13,000 | – | 295 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $9,000 | – | 1,799 | +100.0% | 0.00% | – |
| TRP | New | TRANSCANADA CORP | $11,000 | – | 300 | +100.0% | 0.00% | – |
| APO | New | APOLLO GLOBAL MGMT LLC | $10,000 | – | 400 | +100.0% | 0.00% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $14,000 | – | 400 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $14,000 | – | 300 | +100.0% | 0.00% | – |
| TME | New | TENCENT MUSIC ENTMT GROUPspon ads | $3,000 | – | 200 | +100.0% | 0.00% | – |
| AMRN | New | AMARIN CORP PLCspons adr new | $8,000 | – | 600 | +100.0% | 0.00% | – |
| GREK | New | GLOBAL X FDSmsci greece etf | $7,000 | – | 1,000 | +100.0% | 0.00% | – |
| HCP | New | HCP INC | $4,000 | – | 150 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
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.