$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 2.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TRrus 1000 val etf | $2,660,000 | +4.9% | 22,513 | 0.0% | 0.39% | -3.2% | |
| IWS | ISHARES TRrus mdcp val etf | $2,153,000 | +5.6% | 26,631 | 0.0% | 0.31% | -2.8% | |
| BLK | BLACKROCK INC | $1,090,000 | +3.5% | 1,935 | 0.0% | 0.16% | -4.8% | |
| EFV | ISHARES TReafe value etf | $978,000 | +0.9% | 24,238 | 0.0% | 0.14% | -6.5% | |
| WTM | WHITE MTNS INS GROUP LTD | $916,000 | -12.3% | 1,176 | 0.0% | 0.13% | -18.8% | |
| USRT | ISHARES TRcre u s reit etf | $894,000 | +0.7% | 20,431 | 0.0% | 0.13% | -7.8% | |
| SYY | SYSCO CORP | $868,000 | +13.8% | 13,950 | 0.0% | 0.13% | +5.0% | |
| SHW | SHERWIN WILLIAMS CO | $697,000 | +20.6% | 1,000 | 0.0% | 0.10% | +10.9% | |
| GVI | ISHARES TRintrm gov cr etf | $634,000 | 0.0% | 5,384 | 0.0% | 0.09% | -8.0% | |
| DGRO | ISHARES TRcore div grwth | $586,000 | +5.8% | 14,727 | 0.0% | 0.08% | -3.4% | |
| LMBS | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $553,000 | 0.0% | 10,706 | 0.0% | 0.08% | -8.0% | |
| URI | UNITED RENTALS INC | $524,000 | +17.2% | 3,000 | 0.0% | 0.08% | +7.0% | |
| HDV | ISHARES TRcore high dv etf | $514,000 | -1.0% | 6,392 | 0.0% | 0.08% | -8.5% | |
| BK | BANK NEW YORK MELLON CORP | $515,000 | -11.2% | 15,000 | 0.0% | 0.08% | -18.5% | |
| EEM | ISHARES TRmsci emg mkt etf | $467,000 | +10.1% | 10,600 | 0.0% | 0.07% | +1.5% | |
| GBF | ISHARES TRgov/cred bd etf | $427,000 | 0.0% | 3,406 | 0.0% | 0.06% | -8.8% | |
| DBB | INVESCO DB MULTI-SECTOR COMMbase metals fd | $416,000 | +11.2% | 27,500 | 0.0% | 0.06% | +3.4% | |
| TLT | ISHARES TR20 yr tr bd etf | $374,000 | -0.3% | 2,289 | 0.0% | 0.06% | -6.8% | |
| MRVL | MARVELL TECHNOLOGY GROUP LTDord | $357,000 | +13.0% | 9,000 | 0.0% | 0.05% | +4.0% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $340,000 | +2.7% | 13,039 | 0.0% | 0.05% | -3.8% | |
| MAR | MARRIOTT INTL INC NEWcl a | $336,000 | +8.0% | 3,625 | 0.0% | 0.05% | 0.0% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $328,000 | -0.6% | 6,656 | 0.0% | 0.05% | -7.7% | |
| TDIV | FIRST TR EXCHANGE-TRADED FDnasd tech div | $321,000 | +4.9% | 7,333 | 0.0% | 0.05% | -2.1% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $320,000 | +19.9% | 1 | 0.0% | 0.05% | +11.9% | |
| TFI | SPDR SER TRnuveen brc munic | $293,000 | +0.3% | 5,650 | 0.0% | 0.04% | -6.5% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $295,000 | +5.4% | 1,921 | 0.0% | 0.04% | -2.3% | |
| NEE | NEXTERA ENERGY INC | $298,000 | +15.5% | 1,075 | 0.0% | 0.04% | +4.9% | |
| PPG | PPG INDS INC | $275,000 | +15.1% | 2,250 | 0.0% | 0.04% | +5.3% | |
| FISV | FISERV INC | $256,000 | +5.3% | 2,489 | 0.0% | 0.04% | -2.6% | |
| CWB | SPDR SER TRblmbrg brc cnvrt | $230,000 | +13.9% | 3,339 | 0.0% | 0.03% | +6.2% | |
| K | KELLOGG CO | $224,000 | -2.2% | 3,465 | 0.0% | 0.03% | -8.3% | |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $216,000 | +0.9% | 3,614 | 0.0% | 0.03% | -5.9% | |
| FIS | FIDELITY NATL INFORMATION SV | $215,000 | +9.7% | 1,462 | 0.0% | 0.03% | 0.0% | |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $214,000 | +2.9% | 18,930 | 0.0% | 0.03% | -6.1% | |
| GE | GENERAL ELECTRIC CO | $210,000 | -8.7% | 33,700 | 0.0% | 0.03% | -13.9% | |
| SPSB | SPDR SER TRportfolio short | $192,000 | 0.0% | 6,116 | 0.0% | 0.03% | -6.7% | |
| IWR | ISHARES TRrus mid cap etf | $179,000 | +7.2% | 3,120 | 0.0% | 0.03% | 0.0% | |
| AGG | ISHARES TRcore us aggbd et | $168,000 | -0.6% | 1,427 | 0.0% | 0.02% | -7.4% | |
| TRV | TRAVELERS COMPANIES INC | $155,000 | -4.9% | 1,429 | 0.0% | 0.02% | -11.5% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $153,000 | -6.7% | 1,100 | 0.0% | 0.02% | -15.4% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $151,000 | +21.8% | 342 | 0.0% | 0.02% | +10.0% | |
| REM | ISHARES TRmortge rel etf | $149,000 | +3.5% | 5,787 | 0.0% | 0.02% | -4.3% | |
| IWP | ISHARES TRrus md cp gr etf | $141,000 | +9.3% | 818 | 0.0% | 0.02% | +5.0% | |
| SHM | SPDR SER TRnuveen blmbrg sr | $145,000 | 0.0% | 2,900 | 0.0% | 0.02% | -8.7% | |
| COP | CONOCOPHILLIPS | $145,000 | -22.0% | 4,416 | 0.0% | 0.02% | -27.6% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $139,000 | 0.0% | 1,674 | 0.0% | 0.02% | -9.1% | |
| CL | COLGATE PALMOLIVE CO | $134,000 | +5.5% | 1,731 | 0.0% | 0.02% | 0.0% | |
| CSX | CSX CORP | $130,000 | +12.1% | 1,668 | 0.0% | 0.02% | +5.6% | |
| EXAS | EXACT SCIENCES CORP | $133,000 | +17.7% | 1,300 | 0.0% | 0.02% | +5.6% | |
| PKW | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $131,000 | +4.8% | 2,175 | 0.0% | 0.02% | -5.0% | |
| BDCS | UBS AG JERSEY BRANCHetrac wells bdci | $127,000 | +6.7% | 8,624 | 0.0% | 0.02% | 0.0% | |
| MUB | ISHARES TRnational mun etf | $116,000 | +0.9% | 1,000 | 0.0% | 0.02% | -5.6% | |
| AXON | AXON ENTERPRISE INC | $112,000 | -7.4% | 1,235 | 0.0% | 0.02% | -15.8% | |
| ORCL | ORACLE CORP | $96,000 | +9.1% | 1,600 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $87,000 | -17.9% | 1,375 | 0.0% | 0.01% | -23.5% | |
| GGG | GRACO INC | $83,000 | +27.7% | 1,350 | 0.0% | 0.01% | +20.0% | |
| WWD | WOODWARD INC | $81,000 | +3.8% | 1,010 | 0.0% | 0.01% | 0.0% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $83,000 | +48.2% | 500 | 0.0% | 0.01% | +33.3% | |
| KRE | SPDR SER TRs&p regl bkg | $68,000 | -6.8% | 1,911 | 0.0% | 0.01% | -16.7% | |
| GRMN | GARMIN LTD | $66,000 | -2.9% | 700 | 0.0% | 0.01% | -9.1% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $68,000 | +9.7% | 530 | 0.0% | 0.01% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRsbi int-finl | $71,000 | +2.9% | 2,963 | 0.0% | 0.01% | -9.1% | |
| MGEE | MGE ENERGY INC | $67,000 | -2.9% | 1,068 | 0.0% | 0.01% | -9.1% | |
| USB | US BANCORP DEL | $71,000 | -2.7% | 1,993 | 0.0% | 0.01% | -16.7% | |
| NCR | NCR CORP NEW | $64,000 | +28.0% | 2,885 | 0.0% | 0.01% | +12.5% | |
| AEP | AMERICAN ELEC PWR CO INC | $60,000 | +1.7% | 738 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $54,000 | +8.0% | 693 | 0.0% | 0.01% | 0.0% | |
| O | REALTY INCOME CORP | $54,000 | +1.9% | 893 | 0.0% | 0.01% | 0.0% | |
| AMGN | AMGEN INC | $46,000 | +9.5% | 180 | 0.0% | 0.01% | 0.0% | |
| MU | MICRON TECHNOLOGY INC | $49,000 | -7.5% | 1,034 | 0.0% | 0.01% | -12.5% | |
| GS | GOLDMAN SACHS GROUP INC | $51,000 | +2.0% | 255 | 0.0% | 0.01% | -12.5% | |
| MSI | MOTOROLA SOLUTIONS INC | $50,000 | +13.6% | 317 | 0.0% | 0.01% | 0.0% | |
| PFF | ISHARES TRpfd and incm sec | $44,000 | +4.8% | 1,215 | 0.0% | 0.01% | -14.3% | |
| ETN | EATON CORP PLC | $41,000 | +17.1% | 400 | 0.0% | 0.01% | 0.0% | |
| NUE | NUCOR CORP | $41,000 | +7.9% | 925 | 0.0% | 0.01% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $42,000 | +13.5% | 545 | 0.0% | 0.01% | 0.0% | |
| DE | DEERE & CO | $44,000 | +41.9% | 200 | 0.0% | 0.01% | +20.0% | |
| VTIP | VANGUARD MALVERN FDSstrm infproidx | $32,000 | 0.0% | 633 | 0.0% | 0.01% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $32,000 | +6.7% | 4,075 | 0.0% | 0.01% | 0.0% | |
| CHD | CHURCH & DWIGHT INC | $33,000 | +22.2% | 350 | 0.0% | 0.01% | +25.0% | |
| BIIB | BIOGEN INC | $35,000 | +6.1% | 125 | 0.0% | 0.01% | 0.0% | |
| FITB | FIFTH THIRD BANCORP | $37,000 | +8.8% | 1,740 | 0.0% | 0.01% | 0.0% | |
| REVG | REV GROUP INC | $33,000 | +32.0% | 4,125 | 0.0% | 0.01% | +25.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $32,000 | +10.3% | 114 | 0.0% | 0.01% | 0.0% | |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $34,000 | 0.0% | 1,016 | 0.0% | 0.01% | 0.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $30,000 | -9.1% | 810 | 0.0% | 0.00% | -20.0% | |
| WTRG | ESSENTIAL UTILS INC | $28,000 | -3.4% | 696 | 0.0% | 0.00% | -20.0% | |
| WGO | WINNEBAGO INDS INC | $28,000 | -22.2% | 535 | 0.0% | 0.00% | -33.3% | |
| DTD | WISDOMTREE TRus total dividnd | $30,000 | +3.4% | 320 | 0.0% | 0.00% | -20.0% | |
| UTG | REAVES UTIL INCOME FD | $25,000 | +4.2% | 808 | 0.0% | 0.00% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $25,000 | +4.2% | 231 | 0.0% | 0.00% | 0.0% | |
| BSX | BOSTON SCIENTIFIC CORP | $19,000 | +5.6% | 500 | 0.0% | 0.00% | 0.0% | |
| RYH | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $22,000 | +4.8% | 95 | 0.0% | 0.00% | 0.0% | |
| KBWR | INVESCO EXCH TRADED FD TR IIkbw regl bkg | $18,000 | -10.0% | 555 | 0.0% | 0.00% | 0.0% | |
| IRBT | IROBOT CORP | $23,000 | -8.0% | 300 | 0.0% | 0.00% | -25.0% | |
| SLQD | ISHARES TR0-5yr invt gr cp | $21,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| PSX | PHILLIPS 66 | $21,000 | -27.6% | 400 | 0.0% | 0.00% | -40.0% | |
| EDIV | SPDR INDEX SHS FDSs&p em mkt div | $22,000 | -4.3% | 920 | 0.0% | 0.00% | -25.0% | |
| VEA | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $20,000 | +5.3% | 478 | 0.0% | 0.00% | 0.0% | |
| WYND | WYNDHAM DESTINATIONS INC | $19,000 | +5.6% | 622 | 0.0% | 0.00% | 0.0% | |
| RCL | ROYAL CARIBBEAN GROUP | $19,000 | +26.7% | 290 | 0.0% | 0.00% | +50.0% | |
| BKH | BLACK HILLS CORP | $17,000 | -5.6% | 325 | 0.0% | 0.00% | -33.3% | |
| ALB | ALBEMARLE CORP | $12,000 | +20.0% | 130 | 0.0% | 0.00% | 0.0% | |
| LUV | SOUTHWEST AIRLS CO | $12,000 | +9.1% | 320 | 0.0% | 0.00% | 0.0% | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $16,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $17,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $13,000 | +8.3% | 235 | 0.0% | 0.00% | 0.0% | |
| IPFF | ISHARES TRintl pfd stk etf | $15,000 | +7.1% | 1,094 | 0.0% | 0.00% | 0.0% | |
| SUSA | ISHARES TRmsci usa esg slc | $16,000 | +6.7% | 110 | 0.0% | 0.00% | 0.0% | |
| SOXX | ISHARES TRphlx semicnd etf | $12,000 | +20.0% | 38 | 0.0% | 0.00% | 0.0% | |
| BSJL | INVESCO EXCH TRD SLF IDX FD | $11,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| RYF | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $12,000 | 0.0% | 314 | 0.0% | 0.00% | 0.0% | |
| NOBL | PROSHARES TRs&p 500 dv arist | $17,000 | +13.3% | 230 | 0.0% | 0.00% | 0.0% | |
| HSY | HERSHEY CO | $14,000 | +7.7% | 100 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $16,000 | +14.3% | 822 | 0.0% | 0.00% | 0.0% | |
| NUV | NUVEEN MUN VALUE FD INC | $11,000 | +10.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $11,000 | +10.0% | 60 | 0.0% | 0.00% | 0.0% | |
| VBR | VANGUARD INDEX FDSsm cp val etf | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $15,000 | 0.0% | 438 | 0.0% | 0.00% | 0.0% | |
| DAL | DELTA AIR LINES INC DEL | $16,000 | +6.7% | 524 | 0.0% | 0.00% | 0.0% | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $11,000 | -38.9% | 4,900 | 0.0% | 0.00% | -33.3% | |
| RIO | RIO TINTO PLCsponsored adr | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| XRT | SPDR SER TRs&p retail etf | $5,000 | 0.0% | 110 | 0.0% | 0.00% | 0.0% | |
| VBK | VANGUARD INDEX FDSsml cp grw etf | $8,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% | |
| KIE | SPDR SER TRs&p ins etf | $5,000 | 0.0% | 176 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $4,000 | 0.0% | 320 | 0.0% | 0.00% | 0.0% | |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $5,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| PIM | PUTNAM MASTER INTER INCOME Tsh ben int | $10,000 | 0.0% | 2,500 | 0.0% | 0.00% | -50.0% | |
| AOR | ISHARES TRgrwt allocat etf | $8,000 | 0.0% | 175 | 0.0% | 0.00% | 0.0% | |
| TME | TENCENT MUSIC ENTMT GROUPspon ads | $6,000 | +20.0% | 400 | 0.0% | 0.00% | 0.0% | |
| NVG | NUVEEN AMT FREE MUN CR INC F | $6,000 | 0.0% | 362 | 0.0% | 0.00% | 0.0% | |
| MJ | ETF MANAGERS TRetfmg altr hrvst | $4,000 | -20.0% | 412 | 0.0% | 0.00% | 0.0% | |
| IDU | ISHARES TRu.s. utilits etf | $8,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| IGV | ISHARES TRexpanded tech | $7,000 | +16.7% | 22 | 0.0% | 0.00% | 0.0% | |
| OKE | ONEOK INC NEW | $9,000 | -25.0% | 350 | 0.0% | 0.00% | -50.0% | |
| DFS | DISCOVER FINL SVCS | $6,000 | +20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| NKLA | NIKOLA CORP | $4,000 | -66.7% | 180 | 0.0% | 0.00% | -50.0% | |
| MDP | MEREDITH CORP | $5,000 | -16.7% | 385 | 0.0% | 0.00% | 0.0% | |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,000 | 0.0% | 822 | 0.0% | 0.00% | 0.0% | |
| VSH | VISHAY INTERTECHNOLOGY INC | $9,000 | 0.0% | 563 | 0.0% | 0.00% | 0.0% | |
| ANGL | VANECK VECTORS ETF TRfallen angel hg | $8,000 | 0.0% | 278 | 0.0% | 0.00% | 0.0% | |
| HOG | HARLEY DAVIDSON INC | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| XLE | SELECT SECTOR SPDR TRenergy | $6,000 | -25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| WMB | WILLIAMS COS INC | $9,000 | 0.0% | 449 | 0.0% | 0.00% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $7,000 | 0.0% | 899 | 0.0% | 0.00% | 0.0% | |
| FL | FOOT LOCKER INC | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ASB | ASSOCIATED BANC CORP | $5,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| MPLX | MPLX LP | $9,000 | -10.0% | 573 | 0.0% | 0.00% | -50.0% | |
| MTG | MGIC INVT CORP WIS | $9,000 | +12.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| DGRS | WISDOMTREE TRus s cap qty div | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| OXY | OCCIDENTAL PETE CORP | $6,000 | -50.0% | 635 | 0.0% | 0.00% | -50.0% | |
| ZTR | VIRTUS GLOBAL DIVID & INCOME | $8,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| XLNX | XILINX INC | $10,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% | |
| WPM | WHEATON PRECIOUS METALS CORP | $5,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% | |
| MUS | BLACKROCK MUNIHOLDINGS QUALI | $10,000 | 0.0% | 800 | 0.0% | 0.00% | -50.0% | |
| EXC | EXELON CORP | $9,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| LDOS | LEIDOS HOLDINGS INC | $4,000 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
| MICRO FOCUS INTL PLCspon adr new | $0 | -100.0% | 92 | 0.0% | 0.00% | – | ||
| SNOA | SONOMA PHARMACEUTICALS INC | $0 | – | 13 | 0.0% | 0.00% | – | |
| KBA | KRANESHARES TRbosera msci ch | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – | |
| IXC | ISHARES TRglobal energ etf | $2,000 | -33.3% | 152 | 0.0% | 0.00% | – | |
| FXI | ISHARES TRchina lg-cap etf | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
| IVR | INVESCO MORTGAGE CAPITAL INC | $3,000 | -25.0% | 1,160 | 0.0% | 0.00% | -100.0% | |
| FEI | FIRST TR MLP & ENERGY INCOM | $2,000 | -33.3% | 500 | 0.0% | 0.00% | – | |
| ET | ENERGY TRANSFER LP | $2,000 | -33.3% | 424 | 0.0% | 0.00% | – | |
| VRTV | VERITIV CORP | $0 | – | 7 | 0.0% | 0.00% | – | |
| DVN | DEVON ENERGY CORP NEW | $3,000 | -25.0% | 353 | 0.0% | 0.00% | -100.0% | |
| VPG | VISHAY PRECISION GROUP INC | $1,000 | 0.0% | 40 | 0.0% | 0.00% | – | |
| VOYA | VOYA FINANCIAL INC | $2,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| AVNS | AVANOS MED INC | $1,000 | 0.0% | 31 | 0.0% | 0.00% | – | |
| AIGWS | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 5 | 0.0% | 0.00% | – | |
| ANIP | ANI PHARMACEUTICALS INC | $0 | – | 1 | 0.0% | 0.00% | – |
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.