$686 Million is the total value of 1834 INVESTMENT ADVISORS CO's 424 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 39.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $40,115,000 | +7.7% | 173,600 | -3.3% | 5.85% | -0.8% |
| MSFT | Sell | MICROSOFT CORP | $20,703,000 | +3.0% | 98,433 | -0.3% | 3.02% | -5.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $9,075,000 | +12.0% | 41,840 | -0.9% | 1.32% | +3.2% |
| DIS | Sell | DISNEY WALT CO | $7,560,000 | +7.6% | 60,929 | -3.3% | 1.10% | -0.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $6,426,000 | -0.3% | 69,545 | -1.6% | 0.94% | -8.1% |
| AMZN | Sell | AMAZON COM INC | $6,064,000 | +10.9% | 1,926 | -2.8% | 0.88% | +2.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,803,000 | -5.9% | 17,267 | -13.3% | 0.85% | -13.4% |
| MO | Sell | ALTRIA GROUP INC | $5,399,000 | -2.1% | 139,722 | -0.6% | 0.79% | -9.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,344,000 | +1.9% | 3,647 | -1.4% | 0.78% | -6.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $4,745,000 | +6.6% | 21,419 | -0.5% | 0.69% | -1.8% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $4,544,000 | -53.3% | 214,149 | -53.2% | 0.66% | -57.0% |
| WM | Sell | WASTE MGMT INC DEL | $4,252,000 | +6.5% | 37,573 | -0.3% | 0.62% | -1.9% |
| EFG | Sell | ISHARES TReafe grwth etf | $3,564,000 | +6.0% | 39,654 | -1.9% | 0.52% | -2.3% |
| IGIB | Sell | ISHARES TR | $3,500,000 | -23.1% | 57,561 | -23.7% | 0.51% | -29.3% |
| UNP | Sell | UNION PAC CORP | $3,449,000 | +10.8% | 17,518 | -4.9% | 0.50% | +2.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,038,000 | +6.1% | 70,251 | -2.8% | 0.44% | -2.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,815,000 | +7.0% | 24,118 | -4.2% | 0.41% | -1.4% |
| MS | Sell | MORGAN STANLEY | $2,630,000 | -0.1% | 54,401 | -0.2% | 0.38% | -7.9% |
| PSK | Sell | SPDR SER TRwells fg pfd etf | $2,376,000 | +2.7% | 54,654 | -1.2% | 0.35% | -5.2% |
| MRK | Sell | MERCK & CO. INC | $2,233,000 | +5.9% | 26,915 | -1.3% | 0.33% | -2.4% |
| IGSB | Sell | ISHARES TR | $2,076,000 | +0.1% | 37,815 | -0.3% | 0.30% | -7.6% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $2,075,000 | -0.7% | 6,197 | -8.5% | 0.30% | -8.5% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,803,000 | +5.7% | 24,041 | -1.2% | 0.26% | -2.6% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,651,000 | +1.6% | 8,912 | -2.5% | 0.24% | -6.2% |
| VIAC | Sell | VIACOMCBS INCcl b | $1,528,000 | -63.8% | 54,567 | -69.9% | 0.22% | -66.7% |
| PEP | Sell | PEPSICO INC | $1,482,000 | +4.2% | 10,691 | -0.6% | 0.22% | -4.0% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $1,477,000 | +3.9% | 4,360 | -0.5% | 0.22% | -4.4% |
| ABT | Sell | ABBOTT LABS | $1,390,000 | +16.3% | 12,774 | -2.3% | 0.20% | +7.4% |
| EFA | Sell | ISHARES TRmsci eafe etf | $1,278,000 | -4.3% | 20,072 | -8.5% | 0.19% | -12.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,139,000 | +8.3% | 6,686 | -0.5% | 0.17% | -0.6% |
| DBC | Sell | INVESCO DB COMMDY INDX TRCKunit | $1,117,000 | -24.2% | 85,515 | -28.5% | 0.16% | -30.0% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,121,000 | +1.1% | 7,481 | -3.4% | 0.16% | -7.4% |
| MMM | Sell | 3M CO | $1,101,000 | +1.9% | 6,875 | -0.7% | 0.16% | -5.8% |
| XOM | Sell | EXXON MOBIL CORP | $1,065,000 | -24.1% | 31,021 | -1.1% | 0.16% | -30.2% |
| BIL | Sell | SPDR SER TRspdr bloomberg | $1,017,000 | -0.1% | 11,117 | -0.1% | 0.15% | -8.1% |
| HON | Sell | HONEYWELL INTL INC | $1,009,000 | +13.8% | 6,128 | -0.1% | 0.15% | +5.0% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $964,000 | +1.5% | 13,730 | -1.3% | 0.14% | -6.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $932,000 | -0.4% | 11,807 | -0.9% | 0.14% | -8.1% |
| APD | Sell | AIR PRODS & CHEMS INC | $873,000 | -15.2% | 2,932 | -31.2% | 0.13% | -22.1% |
| LOW | Sell | LOWES COS INC | $864,000 | +21.2% | 5,209 | -1.3% | 0.13% | +11.5% |
| TGT | Sell | TARGET CORP | $845,000 | +1.4% | 5,365 | -22.8% | 0.12% | -6.8% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $840,000 | +11.4% | 14,621 | -0.8% | 0.12% | +3.4% |
| LLY | Sell | LILLY ELI & CO | $830,000 | -12.2% | 5,609 | -2.6% | 0.12% | -19.3% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $791,000 | -8.0% | 15,582 | -8.1% | 0.12% | -15.4% |
| ICF | Sell | ISHARES TRcohen steer reit | $784,000 | -2.2% | 7,686 | -3.3% | 0.11% | -10.2% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $734,000 | +7.3% | 3,873 | -1.0% | 0.11% | -0.9% |
| NVDA | Sell | NVIDIA CORPORATION | $721,000 | +37.9% | 1,332 | -3.2% | 0.10% | +26.5% |
| AGGY | Sell | WISDOMTREE TRyield enhancd us | $642,000 | -12.4% | 11,931 | -12.4% | 0.09% | -19.0% |
| KMB | Sell | KIMBERLY CLARK CORP | $566,000 | -11.3% | 3,831 | -15.2% | 0.08% | -17.8% |
| AOS | Sell | SMITH A O CORP | $572,000 | +10.9% | 10,829 | -1.1% | 0.08% | +1.2% |
| BA | Sell | BOEING CO | $557,000 | -18.3% | 3,369 | -9.4% | 0.08% | -25.0% |
| USCI | Sell | UNITED STS COMMODITY INDEX F | $530,000 | -39.6% | 17,855 | -45.9% | 0.08% | -44.6% |
| LNC | Sell | LINCOLN NATL CORP IND | $518,000 | -24.7% | 16,541 | -11.6% | 0.08% | -30.3% |
| NSC | Sell | NORFOLK SOUTHN CORP | $510,000 | +17.8% | 2,382 | -3.5% | 0.07% | +7.2% |
| IBMJ | Sell | ISHARES TRibonds dec2021 | $493,000 | -2.8% | 19,030 | -2.6% | 0.07% | -10.0% |
| EMR | Sell | EMERSON ELEC CO | $479,000 | +2.8% | 7,305 | -2.9% | 0.07% | -5.4% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $470,000 | +7.3% | 6,223 | -1.4% | 0.07% | 0.0% |
| SYK | Sell | STRYKER CORPORATION | $469,000 | +13.6% | 2,250 | -1.8% | 0.07% | +4.6% |
| QCOM | Sell | QUALCOMM INC | $461,000 | +22.0% | 3,914 | -5.5% | 0.07% | +11.7% |
| SHYG | Sell | ISHARES TR0-5yr hi yl cp | $360,000 | -13.5% | 8,191 | -15.6% | 0.05% | -19.7% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $333,000 | -10.7% | 1,068 | -20.2% | 0.05% | -16.9% |
| CAT | Sell | CATERPILLAR INC DEL | $324,000 | -5.8% | 2,172 | -20.1% | 0.05% | -13.0% |
| WMT | Sell | WALMART INC | $314,000 | -0.9% | 2,246 | -15.1% | 0.05% | -8.0% |
| DES | Sell | WISDOMTREE TRus smallcap divd | $308,000 | -32.2% | 14,617 | -31.8% | 0.04% | -37.5% |
| KHC | Sell | KRAFT HEINZ CO | $307,000 | -7.8% | 10,260 | -1.6% | 0.04% | -15.1% |
| PCEF | Sell | INVESCO EXCH TRADED FD TR II | $305,000 | -0.3% | 15,054 | -2.4% | 0.04% | -8.3% |
| BP | Sell | BP PLCsponsored adr | $296,000 | -36.6% | 16,945 | -15.4% | 0.04% | -41.9% |
| DTH | Sell | WISDOMTREE TRitl high div fd | $298,000 | -5.1% | 9,070 | -4.8% | 0.04% | -14.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $288,000 | -7.7% | 196 | -11.3% | 0.04% | -14.3% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $259,000 | -85.4% | 2,332 | -85.6% | 0.04% | -86.4% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $255,000 | +8.5% | 1,120 | -3.8% | 0.04% | 0.0% |
| KSS | Sell | KOHLS CORP | $237,000 | -21.0% | 12,814 | -11.3% | 0.04% | -27.1% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $223,000 | -2.2% | 2,525 | -2.3% | 0.03% | -8.3% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $210,000 | -2.8% | 2,114 | -4.8% | 0.03% | -8.8% |
| MCD | Sell | MCDONALDS CORP | $205,000 | +14.5% | 933 | -4.1% | 0.03% | +7.1% |
| IBMK | Sell | ISHARES TRibonds dec2022 | $200,000 | -16.3% | 7,545 | -16.6% | 0.03% | -23.7% |
| CLX | Sell | CLOROX CO DEL | $188,000 | -32.1% | 894 | -29.1% | 0.03% | -38.6% |
| DON | Sell | WISDOMTREE TRus midcap divid | $179,000 | -54.2% | 6,179 | -55.2% | 0.03% | -58.1% |
| ITA | Sell | ISHARES TRus aer def etf | $165,000 | -17.5% | 1,041 | -14.1% | 0.02% | -25.0% |
| DVYE | Sell | ISHARES INCem mkts div etf | $161,000 | -8.5% | 5,332 | -5.3% | 0.02% | -17.9% |
| WFC | Sell | WELLS FARGO CO NEW | $154,000 | -36.9% | 6,567 | -31.1% | 0.02% | -43.6% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $142,000 | -17.9% | 2,472 | -11.7% | 0.02% | -22.2% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $138,000 | -32.7% | 5,037 | -31.6% | 0.02% | -37.5% |
| FB | Sell | FACEBOOK INCcl a | $112,000 | +1.8% | 428 | -11.4% | 0.02% | -5.9% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $93,000 | -52.6% | 5,237 | -51.9% | 0.01% | -54.8% |
| CRM | Sell | SALESFORCE COM INC | $92,000 | -24.6% | 367 | -43.5% | 0.01% | -31.6% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $73,000 | -15.1% | 1,136 | -22.5% | 0.01% | -21.4% |
| ROK | Sell | ROCKWELL AUTOMATION INC | $71,000 | -47.4% | 320 | -49.6% | 0.01% | -52.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $67,000 | +6.3% | 1,075 | -3.0% | 0.01% | 0.0% |
| CARR | Sell | CARRIER GLOBAL CORPORATION | $66,000 | +34.7% | 2,150 | -3.0% | 0.01% | +25.0% |
| DHS | Sell | WISDOMTREE TRus high dividend | $68,000 | -50.4% | 1,093 | -50.5% | 0.01% | -54.5% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $52,000 | +4.0% | 495 | -2.4% | 0.01% | 0.0% |
| BAX | Sell | BAXTER INTL INC | $44,000 | -8.3% | 549 | -1.6% | 0.01% | -25.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $27,000 | -46.0% | 427 | -48.5% | 0.00% | -50.0% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $28,000 | -50.9% | 57 | -56.8% | 0.00% | -55.6% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $29,000 | -39.6% | 1,150 | -22.0% | 0.00% | -50.0% |
| FDX | Sell | FEDEX CORP | $19,000 | -51.3% | 75 | -72.8% | 0.00% | -50.0% |
| ACN | Sell | ACCENTURE PLC IRELAND | $16,000 | -30.4% | 72 | -33.9% | 0.00% | -50.0% |
| SHV | Sell | ISHARES TRshort treas bd | $14,000 | -51.7% | 122 | -53.4% | 0.00% | -60.0% |
| DD | Sell | DUPONT DE NEMOURS INC | $4,000 | -50.0% | 81 | -46.4% | 0.00% | 0.0% |
| SDIV | Sell | GLOBAL X FDSglb x superdiv | $8,000 | -42.9% | 770 | -39.4% | 0.00% | -50.0% |
| SCHA | Sell | SCHWAB STRATEGIC TRus sml cap etf | $5,000 | 0.0% | 66 | -18.5% | 0.00% | 0.0% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $7,000 | -36.4% | 25 | -50.0% | 0.00% | -50.0% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $6,000 | -40.0% | 14 | -46.2% | 0.00% | -50.0% |
| IART | Exit | INTEGRA LIFESCIENCES HLDGS C | $0 | – | -41 | -100.0% | 0.00% | – |
| MET | Sell | METLIFE INC | $3,000 | -40.0% | 75 | -50.0% | 0.00% | -100.0% |
| TJX | Sell | TJX COS INC NEW | $2,000 | -99.9% | 33 | -99.9% | 0.00% | -100.0% |
| SUPN | Exit | SUPERNUS PHARMACEUTICALS INC | $0 | – | -73 | -100.0% | 0.00% | – |
| CCS | Exit | CENTURY CMNTYS INC | $0 | – | -71 | -100.0% | 0.00% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -8 | -100.0% | 0.00% | – |
| MC | Exit | MOELIS & COcl a | $0 | – | -47 | -100.0% | 0.00% | – |
| CW | Exit | CURTISS WRIGHT CORP | $0 | – | -23 | -100.0% | 0.00% | – |
| EVR | Exit | EVERCORE INCclass a | $0 | – | -27 | -100.0% | 0.00% | – |
| ABTX | Exit | ALLEGIANCE BANCSHARES INC | $0 | – | -91 | -100.0% | 0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD | $0 | – | -100 | -100.0% | 0.00% | – |
| NVEE | Exit | NV5 GLOBAL INC | $0 | – | -51 | -100.0% | 0.00% | – |
| NUVA | Exit | NUVASIVE INC | $0 | – | -30 | -100.0% | 0.00% | – |
| CMD | Exit | CANTEL MED CORP | $0 | – | -58 | -100.0% | 0.00% | – |
| VRTU | Exit | VIRTUSA CORP | $0 | – | -45 | -100.0% | 0.00% | – |
| FIVE | Exit | FIVE BELOW INC | $0 | – | -29 | -100.0% | 0.00% | – |
| EGRX | Exit | EAGLE PHARMACEUTICALS INC | $0 | – | -42 | -100.0% | 0.00% | – |
| SYNH | Exit | SYNEOS HEALTH INCcl a | $0 | – | -48 | -100.0% | 0.00% | – |
| CONE | Exit | CYRUSONE INC | $0 | – | -36 | -100.0% | 0.00% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -40 | -100.0% | 0.00% | – |
| CTR | Exit | CLEARBRIDGE MLP AND MIDSTRM | $0 | – | -444 | -100.0% | 0.00% | – |
| CORT | Exit | CORCEPT THERAPEUTICS INC | $0 | – | -141 | -100.0% | 0.00% | – |
| DY | Exit | DYCOM INDS INC | $0 | – | -40 | -100.0% | 0.00% | – |
| PTC | Exit | PTC INC | $0 | – | -33 | -100.0% | 0.00% | – |
| UBSI | Exit | UNITED BANKSHARES INC WEST V | $0 | – | -70 | -100.0% | 0.00% | – |
| BLKB | Exit | BLACKBAUD INC | $0 | – | -38 | -100.0% | 0.00% | – |
| COR | Exit | CORESITE RLTY CORP | $0 | – | -28 | -100.0% | 0.00% | – |
| GTX | Exit | GARRETT MOTION INC | $0 | – | -7 | -100.0% | 0.00% | – |
| VRNT | Exit | VERINT SYS INC | $0 | – | -36 | -100.0% | 0.00% | – |
| BEAT | Exit | BIOTELEMETRY INC | $0 | – | -60 | -100.0% | 0.00% | – |
| LGIH | Exit | LGI HOMES INC | $0 | – | -35 | -100.0% | 0.00% | – |
| PLUS | Exit | EPLUS INC | $0 | – | -35 | -100.0% | 0.00% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -58 | -100.0% | -0.00% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -282 | -100.0% | -0.00% | – |
| IAI | Exit | ISHARES TRus br del se etf | $0 | – | -116 | -100.0% | -0.00% | – |
| LHCG | Exit | LHC GROUP INC | $0 | – | -28 | -100.0% | -0.00% | – |
| POOL | Exit | POOL CORPORATION | $0 | – | -18 | -100.0% | -0.00% | – |
| MKTX | Exit | MARKETAXESS HLDGS INC | $0 | – | -9 | -100.0% | -0.00% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -66 | -100.0% | -0.00% | – |
| KNX | Exit | KNIGHT SWIFT TRANSN HLDGS INcl a | $0 | – | -85 | -100.0% | -0.00% | – |
| BRKS | Exit | BROOKS AUTOMATION INC NEW | $0 | – | -113 | -100.0% | -0.00% | – |
| MPWR | Exit | MONOLITHIC PWR SYS INC | $0 | – | -17 | -100.0% | -0.00% | – |
| OLLI | Exit | OLLIES BARGAIN OUTLET HLDGS | $0 | – | -55 | -100.0% | -0.00% | – |
| MXIM | Exit | MAXIM INTEGRATED PRODS INC | $0 | – | -88 | -100.0% | -0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -69 | -100.0% | -0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -220 | -100.0% | -0.00% | – |
| CIEN | Exit | CIENA CORP | $0 | – | -93 | -100.0% | -0.00% | – |
| MEDP | Exit | MEDPACE HLDGS INC | $0 | – | -60 | -100.0% | -0.00% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -21 | -100.0% | -0.00% | – |
| PTLA | Exit | PORTOLA PHARMACEUTICALS INC | $0 | – | -243 | -100.0% | -0.00% | – |
| MED | Exit | MEDIFAST INC | $0 | – | -36 | -100.0% | -0.00% | – |
| RH | Exit | RH | $0 | – | -15 | -100.0% | -0.00% | – |
| EPAM | Exit | EPAM SYS INC | $0 | – | -29 | -100.0% | -0.00% | – |
| HZNP | Exit | HORIZON THERAPEUTICS PUB LTD | $0 | – | -137 | -100.0% | -0.00% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -12 | -100.0% | -0.00% | – |
| FN | Exit | FABRINET | $0 | – | -60 | -100.0% | -0.00% | – |
| MTZ | Exit | MASTEC INC | $0 | – | -80 | -100.0% | -0.00% | – |
| CEVA | Exit | CEVA INC | $0 | – | -96 | -100.0% | -0.00% | – |
| MCO | Exit | MOODYS CORP | $0 | – | -17 | -100.0% | -0.00% | – |
| RYE | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $0 | – | -302 | -100.0% | -0.00% | – |
| KLAC | Exit | KLA CORP | $0 | – | -33 | -100.0% | -0.00% | – |
| IBMI | Exit | ISHARES TRibonds sep2020 | $0 | – | -398 | -100.0% | -0.00% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -314 | -100.0% | -0.00% | – |
| IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -100 | -100.0% | -0.00% | – |
| BAM | Exit | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $0 | – | -562 | -100.0% | -0.00% | – |
| IDV | Exit | ISHARES TRintl sel div etf | $0 | – | -787 | -100.0% | -0.00% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -150 | -100.0% | -0.00% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -173 | -100.0% | -0.00% | – |
| IBMN | Exit | ISHARES TRibonds dec 25 | $0 | – | -3,000 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.