$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 3.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | $2,237,000 | +18.5% | 27,685 | 0.0% | 0.34% | +7.9% | |
| DBC | INVESCO DB COMMDY INDX TRCunit | $1,907,000 | +9.7% | 119,960 | 0.0% | 0.29% | -0.3% | |
| TBF | PROSHARES TRshrt 20+yr tre | $1,194,000 | -3.9% | 55,500 | 0.0% | 0.18% | -12.5% | |
| WTM | WHITE MTNS INS GROUP LTD | $1,172,000 | +7.9% | 1,266 | 0.0% | 0.18% | -2.2% | |
| BIL | SPDR SER TRspdr bloomberg | $1,122,000 | +0.1% | 12,254 | 0.0% | 0.17% | -9.0% | |
| USRT | ISHARES TRcre u s reit etf | $1,024,000 | +15.3% | 19,798 | 0.0% | 0.16% | +4.7% | |
| BK | BANK NEW YORK MELLON CORP | $868,000 | +7.2% | 17,203 | 0.0% | 0.13% | -2.9% | |
| DTYS | BARCLAYS BK PLC10 yr treas bear | $762,000 | -12.2% | 45,000 | 0.0% | 0.12% | -20.0% | |
| GVI | ISHARES TRintrm gov cr etf | $636,000 | +1.9% | 5,764 | 0.0% | 0.10% | -6.7% | |
| HDV | ISHARES TRcore high dv etf | $600,000 | +10.5% | 6,437 | 0.0% | 0.09% | 0.0% | |
| SYK | STRYKER CORP | $494,000 | +26.0% | 2,500 | 0.0% | 0.08% | +13.6% | |
| DBB | INVESCO DB MLTI SECTR CMMTbase metals fd | $469,000 | +10.9% | 27,500 | 0.0% | 0.07% | 0.0% | |
| SHW | SHERWIN WILLIAMS CO | $431,000 | +9.7% | 1,000 | 0.0% | 0.07% | 0.0% | |
| UTX | UNITED TECHNOLOGIES CORP | $409,000 | +21.0% | 3,175 | 0.0% | 0.06% | +8.8% | |
| ITOT | ISHARES TRcore s&p ttl stk | $405,000 | +13.4% | 6,288 | 0.0% | 0.06% | +3.3% | |
| TRV | TRAVELERS COMPANIES INC | $351,000 | +14.7% | 2,558 | 0.0% | 0.05% | +3.9% | |
| V | VISA INC | $340,000 | +18.5% | 2,174 | 0.0% | 0.05% | +8.3% | |
| VOO | VANGUARD INDEX FDS | $330,000 | +13.0% | 1,271 | 0.0% | 0.05% | +2.0% | |
| AXP | AMERICAN EXPRESS CO | $328,000 | +14.7% | 3,000 | 0.0% | 0.05% | +4.2% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $324,000 | +14.5% | 2,900 | 0.0% | 0.05% | +4.3% | |
| IWN | ISHARES TRrus 2000 val etf | $304,000 | +11.8% | 2,528 | 0.0% | 0.05% | 0.0% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $301,000 | -1.6% | 1 | 0.0% | 0.05% | -9.8% | |
| TFI | SPDR SER TRnuveen brc munic | $279,000 | +2.6% | 5,650 | 0.0% | 0.04% | -8.7% | |
| WWD | WOODWARD INC | $254,000 | +27.6% | 2,677 | 0.0% | 0.04% | +18.2% | |
| STWD | STARWOOD PPTY TR INC | $239,000 | +13.3% | 10,700 | 0.0% | 0.04% | +2.9% | |
| CRM | SALESFORCE COM INC | $230,000 | +15.6% | 1,450 | 0.0% | 0.04% | +6.1% | |
| MDT | MEDTRONIC PLC | $229,000 | 0.0% | 2,510 | 0.0% | 0.04% | -7.9% | |
| MCD | MCDONALDS CORP | $229,000 | +7.0% | 1,203 | 0.0% | 0.04% | -2.8% | |
| SPSB | SPDR SERIES TRUSTportfolio short | $219,000 | +1.4% | 7,152 | 0.0% | 0.03% | -8.3% | |
| NKE | NIKE INCcl b | $217,000 | +13.6% | 2,574 | 0.0% | 0.03% | +3.1% | |
| MGEE | MGE ENERGY INC | $217,000 | +13.6% | 3,187 | 0.0% | 0.03% | +3.1% | |
| GOOG | ALPHABET INCcap stk cl c | $208,000 | +13.7% | 177 | 0.0% | 0.03% | +3.2% | |
| BSJM | INVESCO EXCH TRD SLF IDX F | $205,000 | +5.7% | 8,380 | 0.0% | 0.03% | -3.1% | |
| NEE | NEXTERA ENERGY INC | $198,000 | +11.2% | 1,025 | 0.0% | 0.03% | 0.0% | |
| BSJK | INVESCO EXCH TRD SLF IDX F | $190,000 | +2.7% | 7,900 | 0.0% | 0.03% | -6.5% | |
| BSJN | INVESCO EXCH TRD SLF IDX F | $189,000 | +5.6% | 7,260 | 0.0% | 0.03% | -3.3% | |
| ADP | AUTOMATIC DATA PROCESSING | $176,000 | +22.2% | 1,100 | 0.0% | 0.03% | +12.5% | |
| SLV | ISHARES SILVER TRUSTishares | $174,000 | -2.8% | 12,300 | 0.0% | 0.03% | -10.0% | |
| IWR | ISHARES TRrus mid cap etf | $168,000 | +15.9% | 3,120 | 0.0% | 0.03% | +8.3% | |
| AMGN | AMGEN INC | $148,000 | -2.6% | 780 | 0.0% | 0.02% | -8.0% | |
| HEP | HOLLY ENERGY PARTNERS L P | $151,000 | -5.6% | 5,600 | 0.0% | 0.02% | -14.8% | |
| SHY | ISHARES TR1 3 yr treas bd | $151,000 | +0.7% | 1,797 | 0.0% | 0.02% | -8.0% | |
| CSX | CSX CORP | $145,000 | +19.8% | 1,940 | 0.0% | 0.02% | +10.0% | |
| KO | COCA COLA CO | $143,000 | -0.7% | 3,051 | 0.0% | 0.02% | -8.3% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $141,000 | +1.4% | 2,900 | 0.0% | 0.02% | -8.7% | |
| PKW | INVESCO EXCHANGE TRADED FDbuyback achiev | $130,000 | +15.0% | 2,175 | 0.0% | 0.02% | +5.3% | |
| VIG | VANGUARD GROUPdiv app etf | $121,000 | +12.0% | 1,106 | 0.0% | 0.02% | 0.0% | |
| USB | US BANCORP DEL | $115,000 | +5.5% | 2,393 | 0.0% | 0.02% | 0.0% | |
| DHR | DANAHER CORPORATION | $119,000 | +28.0% | 900 | 0.0% | 0.02% | +12.5% | |
| NSP | INSPERITY INC | $111,000 | +32.1% | 900 | 0.0% | 0.02% | +21.4% | |
| ROK | ROCKWELL AUTOMATION INC | $111,000 | +15.6% | 635 | 0.0% | 0.02% | +6.2% | |
| MUB | ISHARES TRnational mun etf | $111,000 | +1.8% | 1,000 | 0.0% | 0.02% | -5.6% | |
| EXAS | EXACT SCIENCES CORP | $113,000 | +37.8% | 1,300 | 0.0% | 0.02% | +21.4% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $100,000 | +12.4% | 777 | 0.0% | 0.02% | 0.0% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $91,000 | +13.8% | 844 | 0.0% | 0.01% | +7.7% | |
| SCZ | ISHARES TReafe sml cp etf | $87,000 | +10.1% | 1,516 | 0.0% | 0.01% | 0.0% | |
| XEL | XCEL ENERGY INC | $84,000 | +13.5% | 1,500 | 0.0% | 0.01% | +8.3% | |
| WYND | WYNDHAM DESTINATIONS INC | $88,000 | +12.8% | 2,169 | 0.0% | 0.01% | 0.0% | |
| TIER | TIER REIT INC | $82,000 | +39.0% | 2,847 | 0.0% | 0.01% | +20.0% | |
| GBDC | GOLUB CAP BDC INC | $82,000 | +7.9% | 4,600 | 0.0% | 0.01% | -7.7% | |
| WM | WASTE MGMT INC DEL | $80,000 | +17.6% | 768 | 0.0% | 0.01% | +9.1% | |
| TMO | THERMO FISHER SCIENTIFIC I | $82,000 | +22.4% | 300 | 0.0% | 0.01% | +9.1% | |
| AXON | AXON ENTERPRISE INC | $71,000 | +24.6% | 1,300 | 0.0% | 0.01% | +10.0% | |
| MA | MASTERCARD INCcl a | $71,000 | +24.6% | 300 | 0.0% | 0.01% | +10.0% | |
| ANTM | ANTHEM INC | $72,000 | +9.1% | 250 | 0.0% | 0.01% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $69,000 | +19.0% | 4,075 | 0.0% | 0.01% | +10.0% | |
| GGG | GRACO INC | $67,000 | +19.6% | 1,350 | 0.0% | 0.01% | +11.1% | |
| DE | DEERE & CO | $64,000 | +6.7% | 400 | 0.0% | 0.01% | 0.0% | |
| MS | MORGAN STANLEY | $67,000 | +6.3% | 1,583 | 0.0% | 0.01% | -9.1% | |
| IEFA | ISHARES TRcore msci eafe | $66,000 | +10.0% | 1,093 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $66,000 | +17.9% | 893 | 0.0% | 0.01% | +11.1% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $57,000 | +9.6% | 1,495 | 0.0% | 0.01% | 0.0% | |
| BMI | BADGER METER INC | $56,000 | +14.3% | 1,000 | 0.0% | 0.01% | +12.5% | |
| ASB | ASSOCIATED BANC CORP | $62,000 | +8.8% | 2,900 | 0.0% | 0.01% | -10.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $62,000 | +12.7% | 738 | 0.0% | 0.01% | 0.0% | |
| GRMN | GARMIN LTD | $60,000 | +36.4% | 700 | 0.0% | 0.01% | +28.6% | |
| NEA | NUVEEN AMT FREE QLTY MUN I | $50,000 | +8.7% | 3,767 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $50,000 | +22.0% | 600 | 0.0% | 0.01% | +14.3% | |
| FB | FACEBOOK INCcl a | $55,000 | +27.9% | 328 | 0.0% | 0.01% | +14.3% | |
| CELG | CELGENE CORP | $52,000 | +48.6% | 550 | 0.0% | 0.01% | +33.3% | |
| LNT | ALLIANT ENERGY CORP | $47,000 | +11.9% | 1,000 | 0.0% | 0.01% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $49,000 | +14.0% | 255 | 0.0% | 0.01% | 0.0% | |
| EFZ | PROSHARES TR | $47,000 | -9.6% | 1,750 | 0.0% | 0.01% | -22.2% | |
| STAG | STAG INDL INC | $44,000 | +18.9% | 1,500 | 0.0% | 0.01% | +16.7% | |
| MU | MICRON TECHNOLOGY INC | $43,000 | +30.3% | 1,034 | 0.0% | 0.01% | +16.7% | |
| MSI | MOTOROLA SOLUTIONS INC | $45,000 | +25.0% | 317 | 0.0% | 0.01% | +16.7% | |
| D | DOMINION ENERGY INC | $46,000 | +7.0% | 600 | 0.0% | 0.01% | 0.0% | |
| PNC | PNC FINL SVCS GROUP INC | $47,000 | +4.4% | 386 | 0.0% | 0.01% | -12.5% | |
| FEI | FIRST TR MLP & ENERGY INCO | $45,000 | +18.4% | 3,900 | 0.0% | 0.01% | +16.7% | |
| FITB | FIFTH THIRD BANCORP | $44,000 | +7.3% | 1,740 | 0.0% | 0.01% | 0.0% | |
| IAU | ISHARES GOLD TRUSTishares | $46,000 | +2.2% | 3,685 | 0.0% | 0.01% | -12.5% | |
| BSJO | INVESCO EXCH TRD SLF IDX F | $45,000 | +7.1% | 1,800 | 0.0% | 0.01% | 0.0% | |
| BSV | VANGUARD BD INDEX FD INCshort trm bond | $45,000 | +2.3% | 564 | 0.0% | 0.01% | 0.0% | |
| NUAN | NUANCE COMMUNICATIONS INC | $42,000 | +27.3% | 2,500 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $39,000 | +2.6% | 600 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $37,000 | +12.1% | 300 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $38,000 | +11.8% | 450 | 0.0% | 0.01% | 0.0% | |
| BKH | BLACK HILLS CORP | $37,000 | +19.4% | 500 | 0.0% | 0.01% | +20.0% | |
| IRBT | IROBOT CORP | $35,000 | +40.0% | 300 | 0.0% | 0.01% | +25.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE | $30,000 | +15.4% | 1,965 | 0.0% | 0.01% | +25.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $33,000 | +10.0% | 307 | 0.0% | 0.01% | 0.0% | |
| BIIB | BIOGEN INC | $30,000 | -21.1% | 125 | 0.0% | 0.01% | -16.7% | |
| AABA | ALTABA INC | $32,000 | +28.0% | 425 | 0.0% | 0.01% | +25.0% | |
| SUSA | ISHARES TRmsci usa esg slc | $35,000 | +12.9% | 300 | 0.0% | 0.01% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $34,000 | +9.7% | 810 | 0.0% | 0.01% | 0.0% | |
| SPIB | SPDR SERIES TRUSTportfolio intrmd | $32,000 | +3.2% | 932 | 0.0% | 0.01% | 0.0% | |
| ONEQ | FIDELITY COMWLTH TRndq cp idx trk | $29,000 | +16.0% | 96 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FDs&p500 eql wgt | $24,000 | +14.3% | 231 | 0.0% | 0.00% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $25,000 | +8.7% | 350 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $27,000 | +12.5% | 520 | 0.0% | 0.00% | 0.0% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $29,000 | +7.4% | 920 | 0.0% | 0.00% | -20.0% | |
| FPF | FIRST TR INTER DUR PFD & I | $24,000 | +9.1% | 1,100 | 0.0% | 0.00% | 0.0% | |
| AOR | ISHARES TRgrwt allocat etf | $23,000 | +9.5% | 507 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $17,000 | +13.3% | 100 | 0.0% | 0.00% | 0.0% | |
| SLQD | ISHARES TR0-5yr invt gr cp | $20,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $21,000 | +50.0% | 582 | 0.0% | 0.00% | +50.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $19,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% | |
| IPFF | ISHARES TRintl pfd stk etf | $17,000 | 0.0% | 1,094 | 0.0% | 0.00% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $10,000 | +11.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| NYMTO | NEW YORK MTG TR INCpfd-c conv | $10,000 | +11.1% | 400 | 0.0% | 0.00% | 0.0% | |
| NWBI | NORTHWEST BANCSHARES INC M | $13,000 | 0.0% | 741 | 0.0% | 0.00% | 0.0% | |
| HSIC | HENRY SCHEIN INC | $12,000 | -25.0% | 200 | 0.0% | 0.00% | -33.3% | |
| NYMT | NEW YORK MTG TR INC | $15,000 | +7.1% | 2,400 | 0.0% | 0.00% | 0.0% | |
| DVN | DEVON ENERGY CORP NEW | $11,000 | +37.5% | 353 | 0.0% | 0.00% | +100.0% | |
| PIM | PUTNAM MASTER INTER INCOMEsh ben int | $11,000 | 0.0% | 2,500 | 0.0% | 0.00% | 0.0% | |
| SYMC | SYMANTEC CORP | $12,000 | +20.0% | 530 | 0.0% | 0.00% | 0.0% | |
| CMCSA | COMCAST CORP NEWcl a | $16,000 | +14.3% | 400 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $14,000 | -17.6% | 50 | 0.0% | 0.00% | -33.3% | |
| HPQ | HP INC | $16,000 | -5.9% | 822 | 0.0% | 0.00% | -33.3% | |
| MUS | BLACKROCK MUNIHOLDNGS QLTY | $10,000 | +11.1% | 800 | 0.0% | 0.00% | 0.0% | |
| MTG | MGIC INVT CORP WIS | $13,000 | +30.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| BBT | BB&T CORP | $12,000 | +9.1% | 253 | 0.0% | 0.00% | 0.0% | |
| ACB | AURORA CANNABIS INC | $16,000 | +77.8% | 1,799 | 0.0% | 0.00% | 0.0% | |
| VSH | VISHAY INTERTECHNOLOGY INC | $10,000 | 0.0% | 563 | 0.0% | 0.00% | 0.0% | |
| ZTR | VIRTUS GLOBAL DIVID INCOME | $11,000 | +22.2% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AMRN | AMARIN CORP PLCspons adr new | $12,000 | +50.0% | 600 | 0.0% | 0.00% | +100.0% | |
| HRL | HORMEL FOODS CORP | $13,000 | 0.0% | 295 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HLDGS INC | $15,000 | +25.0% | 120 | 0.0% | 0.00% | 0.0% | |
| FL | FOOT LOCKER INC | $12,000 | +9.1% | 200 | 0.0% | 0.00% | 0.0% | |
| ULTI | ULTIMATE SOFTWARE GROUP IN | $4,000 | +33.3% | 12 | 0.0% | 0.00% | 0.0% | |
| PSEC | PROSPECT CAPITAL CORPORATI | $5,000 | 0.0% | 789 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC | $5,000 | 0.0% | 362 | 0.0% | 0.00% | 0.0% | |
| DFS | DISCOVER FINL SVCS | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES TRu.s. utilits etf | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| DGRS | WISDOMTREE TRus s cap qty div | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| RIO | RIO TINTO PLCsponsored adr | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BFOR | ALPS ETF TRbarrons 400 etf | $9,000 | +12.5% | 220 | 0.0% | 0.00% | 0.0% | |
| CTR | CLEARBRIDGE MLP AND MIDSTR | $4,000 | +33.3% | 444 | 0.0% | 0.00% | 0.0% | |
| SPFF | GLOBAL X FDSglbx suprinc etf | $7,000 | +16.7% | 570 | 0.0% | 0.00% | 0.0% | |
| DXC | DXC TECHNOLOGY CO | $5,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
| PTLA | PORTOLA PHARMACEUTICALS IN | $8,000 | +60.0% | 243 | 0.0% | 0.00% | 0.0% | |
| AVNS | AVANOS MED INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| OPK | OPKO HEALTH INC | $3,000 | 0.0% | 995 | 0.0% | 0.00% | -100.0% | |
| OBE | OBSIDIAN ENERGY LTD | $0 | – | 190 | 0.0% | 0.00% | – | |
| INFN | INFINERA CORPORATION | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
| WPM | WHEATON PRECIOUS METALS CO | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| JBLU | JETBLUE AWYS CORP | $3,000 | 0.0% | 200 | 0.0% | 0.00% | -100.0% | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 5 | 0.0% | 0.00% | – | |
| DATA | TABLEAU SOFTWARE INCcl a | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
| CWH | CAMPING WORLD HLDGS INCcl a | $2,000 | 0.0% | 140 | 0.0% | 0.00% | – | |
| SNOA | SONOMA PHARMACEUTICALS INC | $0 | – | 117 | 0.0% | 0.00% | – | |
| ANIP | ANI PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| FTI | TECHNIPFMC PLC | $0 | – | 6 | 0.0% | 0.00% | – | |
| MFGP | MICRO FOCUS INTERNATIONALspon adr new | $3,000 | +50.0% | 112 | 0.0% | 0.00% | – | |
| VPG | VISHAY PRECISION GROUP INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| BVSN | BROADVISION INC | $0 | – | 9 | 0.0% | 0.00% | – | |
| NVS | NOVARTIS A Gsponsored adr | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-24
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.