$0 is the total value of 1834 INVESTMENT ADVISORS CO's 0 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 106.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -9 | -100.0% | 0.00% | – |
| DIM | Exit | WISDOMTREE TRintl midcap dv | $0 | – | -12 | -100.0% | 0.00% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -30 | -100.0% | 0.00% | – |
| BWX | Exit | SPDR SERIES TRUSTblomberg intl tr | $0 | – | -6 | -100.0% | 0.00% | – |
| PHB | Exit | INVESCO EXCHNG TRADED FD Tfndmntl hy crp | $0 | – | -12 | -100.0% | 0.00% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -42 | -100.0% | 0.00% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -11 | -100.0% | 0.00% | – |
| DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -10 | -100.0% | 0.00% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -36 | -100.0% | 0.00% | – |
| BFOR | Exit | ALPS ETF TRbarrons 400 etf | $0 | – | -220 | -100.0% | -0.00% | – |
| GDXJ | Exit | VANECK VECTORS ETF TRjr gold miners e | $0 | – | -202 | -100.0% | -0.00% | – |
| WAB | Exit | WABTEC CORP | $0 | – | -81 | -100.0% | -0.00% | – |
| ULTI | Exit | ULTIMATE SOFTWARE GROUP IN | $0 | – | -12 | -100.0% | -0.00% | – |
| RTM | Exit | INVESCO EXCHANGE TRADED FDs&p500 eql mat | $0 | – | -64 | -100.0% | -0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -116 | -100.0% | -0.00% | – |
| IEO | Exit | ISHARES TRus oil gs ex etf | $0 | – | -88 | -100.0% | -0.00% | – |
| RHI | Exit | ROBERT HALF INTL INC | $0 | – | -242 | -100.0% | -0.00% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -295 | -100.0% | -0.00% | – |
| SOXX | Exit | ISHARES TRphlx semicnd etf | $0 | – | -60 | -100.0% | -0.00% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -400 | -100.0% | -0.00% | – |
| NYMT | Exit | NEW YORK MTG TR INC | $0 | – | -2,400 | -100.0% | -0.00% | – |
| BBT | Exit | BB&T CORP | $0 | – | -253 | -100.0% | -0.00% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -401 | -100.0% | -0.00% | – |
| NUAN | Exit | NUANCE COMMUNICATIONS INC | $0 | – | -2,500 | -100.0% | -0.01% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -300 | -100.0% | -0.01% | – |
| EFZ | Exit | PROSHARES TR | $0 | – | -1,750 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -1,052 | -100.0% | -0.01% | – |
| TIER | Exit | TIER REIT INC | $0 | – | -2,847 | -100.0% | -0.01% | – |
| NSP | Exit | INSPERITY INC | $0 | – | -900 | -100.0% | -0.02% | – |
| IEZ | Exit | ISHARES TRus oil eq&sv etf | $0 | – | -9,560 | -100.0% | -0.04% | – |
| DWDP | Exit | DOWDUPONT INC | $0 | – | -152,108 | -100.0% | -1.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-30
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.