$750 Million is the total value of 1834 INVESTMENT ADVISORS CO's 461 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 59.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $39,537,000 | -1.4% | 619,506 | +256.9% | 5.27% | -9.9% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $32,248,000 | +17.3% | 251,896 | +3.0% | 4.30% | +7.2% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $28,371,000 | +9.9% | 392,846 | +264.0% | 3.78% | +0.5% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $25,548,000 | +32.8% | 296,032 | +107.6% | 3.40% | +21.4% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $23,349,000 | +11.0% | 1,042,824 | +10.0% | 3.11% | +1.4% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $15,283,000 | +0.1% | 702,682 | +0.5% | 2.04% | -8.5% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $15,109,000 | +1.2% | 689,898 | +0.7% | 2.01% | -7.5% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $14,564,000 | +19.6% | 127,554 | +84.8% | 1.94% | +9.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $12,899,000 | +5.8% | 207,945 | +2.8% | 1.72% | -3.4% |
| AVGO | Buy | BROADCOM INC | $12,766,000 | +23.2% | 29,156 | +2.5% | 1.70% | +12.6% |
| GLD | Buy | SPDR GOLD TR | $11,587,000 | +14.0% | 64,964 | +13.3% | 1.54% | +4.2% |
| PFE | Buy | PFIZER INC | $11,310,000 | +1.1% | 307,262 | +0.8% | 1.51% | -7.6% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $10,933,000 | +25.1% | 134,456 | +88.4% | 1.46% | +14.4% |
| CSCO | Buy | CISCO SYS INC | $10,143,000 | +23.4% | 226,660 | +8.6% | 1.35% | +12.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $9,885,000 | +0.2% | 168,258 | +1.4% | 1.32% | -8.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $9,880,000 | +14.1% | 489,349 | +8.3% | 1.32% | +4.3% |
| KO | Buy | COCA COLA CO | $9,522,000 | +13.5% | 173,639 | +2.2% | 1.27% | +3.8% |
| VRP | Buy | INVESCO EXCH TRADED FD TR IIvar rate pfd | $9,378,000 | +7.5% | 361,397 | +2.0% | 1.25% | -1.8% |
| ABBV | Buy | ABBVIE INC | $8,504,000 | +34.1% | 79,366 | +9.6% | 1.13% | +22.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $8,506,000 | -7.0% | 23,963 | +0.4% | 1.13% | -15.0% |
| FEMB | Buy | FIRST TR EXCH TRADED FD IIIeme mrk bd etf | $8,235,000 | +14.0% | 216,359 | +2.4% | 1.10% | +4.2% |
| SO | Buy | SOUTHERN CO | $8,103,000 | +14.3% | 131,902 | +0.9% | 1.08% | +4.4% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $8,005,000 | +15.8% | 353,740 | +14.4% | 1.07% | +5.9% |
| SBUX | Buy | STARBUCKS CORP | $8,001,000 | +24.6% | 74,791 | +0.1% | 1.07% | +13.9% |
| INTC | Buy | INTEL CORP | $7,593,000 | -2.1% | 152,404 | +1.7% | 1.01% | -10.5% |
| AMZN | Buy | AMAZON COM INC | $6,905,000 | +13.9% | 2,120 | +10.1% | 0.92% | +4.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,767,000 | +26.6% | 3,861 | +5.9% | 0.90% | +15.8% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $6,751,000 | +4687.9% | 307,842 | +4635.3% | 0.90% | +4185.7% |
| PFXF | Buy | VANECK VECTORS ETF TRpfd secs ex finl | $6,579,000 | +18.8% | 319,839 | +10.8% | 0.88% | +8.5% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,379,000 | +110.0% | 127,295 | +81.2% | 0.85% | +91.9% |
| MO | Buy | ALTRIA GROUP INC | $5,852,000 | +8.4% | 142,734 | +2.2% | 0.78% | -0.9% |
| C | Buy | CITIGROUP INC | $5,725,000 | +86.5% | 92,852 | +30.4% | 0.76% | +70.3% |
| MDT | Buy | MEDTRONIC PLC | $5,285,000 | +16.1% | 45,117 | +3.0% | 0.70% | +6.0% |
| GIS | Buy | GENERAL MLS INC | $4,963,000 | -1.0% | 84,408 | +3.8% | 0.66% | -9.4% |
| LOW | Buy | LOWES COS INC | $4,798,000 | +455.3% | 29,895 | +473.9% | 0.64% | +407.9% |
| BAC | Buy | BK OF AMERICA CORP | $4,688,000 | +33.4% | 154,685 | +6.0% | 0.62% | +21.8% |
| BSCR | New | INVESCO EXCH TRD SLF IDX FD | $4,033,000 | – | 180,133 | +100.0% | 0.54% | – |
| MS | Buy | MORGAN STANLEY | $3,889,000 | +47.9% | 56,751 | +4.3% | 0.52% | +34.9% |
| NLOK | Buy | NORTONLIFELOCK INC | $3,871,000 | +19.8% | 186,285 | +20.2% | 0.52% | +9.6% |
| XLC | Buy | SELECT SECTOR SPDR TR | $3,174,000 | +6377.6% | 47,032 | +5635.6% | 0.42% | +5942.9% |
| XOM | Buy | EXXON MOBIL CORP | $2,259,000 | +112.1% | 54,806 | +76.7% | 0.30% | +94.2% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,049,000 | +24.1% | 8,915 | +0.0% | 0.27% | +13.3% |
| WMT | Buy | WALMART INC | $1,832,000 | +483.4% | 12,707 | +465.8% | 0.24% | +430.4% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,748,000 | +21.5% | 27,884 | +15.1% | 0.23% | +11.0% |
| ABT | Buy | ABBOTT LABS | $1,402,000 | +0.9% | 12,807 | +0.3% | 0.19% | -7.9% |
| SYY | Buy | SYSCO CORP | $1,040,000 | +19.8% | 14,002 | +0.4% | 0.14% | +9.4% |
| NVDA | Buy | NVIDIA CORPORATION | $828,000 | +14.8% | 1,585 | +19.0% | 0.11% | +4.8% |
| ICF | Buy | ISHARES TRcohen steer reit | $722,000 | -7.9% | 13,398 | +74.3% | 0.10% | -15.8% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $710,000 | +2.6% | 5,139 | +0.0% | 0.10% | -5.9% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $694,000 | +19.2% | 5,511 | +15.3% | 0.09% | +9.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $660,000 | +12.8% | 7,212 | +9.3% | 0.09% | +3.5% |
| NFLX | Buy | NETFLIX INC | $579,000 | +59.1% | 1,070 | +47.0% | 0.08% | +45.3% |
| SJM | Buy | SMUCKER J M CO | $550,000 | +3.8% | 4,760 | +3.7% | 0.07% | -5.2% |
| BCI | New | ETFS TR | $542,000 | – | 24,735 | +100.0% | 0.07% | – |
| TOLZ | Buy | PROSHARES TRdj brkfld glb | $469,000 | +54.8% | 11,427 | +44.4% | 0.06% | +43.2% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $458,000 | +85.4% | 30,000 | +78.6% | 0.06% | +69.4% |
| KMI | Buy | KINDER MORGAN INC DEL | $451,000 | +57.1% | 33,008 | +41.6% | 0.06% | +42.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $449,000 | +468.4% | 2,792 | +419.0% | 0.06% | +400.0% |
| VLO | Buy | VALERO ENERGY CORP | $424,000 | +128.0% | 7,500 | +74.4% | 0.06% | +111.1% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $414,000 | +17.6% | 19,762 | +6.9% | 0.06% | +7.8% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $398,000 | +29.2% | 14,977 | +2.5% | 0.05% | +17.8% |
| SLV | Buy | ISHARES SILVER TRishares | $391,000 | +19.6% | 15,900 | +5.3% | 0.05% | +8.3% |
| BP | Buy | BP PLCsponsored adr | $382,000 | +29.1% | 18,615 | +9.9% | 0.05% | +18.6% |
| STWD | Buy | STARWOOD PPTY TR INC | $377,000 | +64.6% | 19,555 | +29.1% | 0.05% | +51.5% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $367,000 | +158.5% | 2,306 | +171.0% | 0.05% | +133.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $365,000 | +5983.3% | 9,630 | +4715.0% | 0.05% | +4800.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $361,000 | +25.3% | 206 | +5.1% | 0.05% | +14.3% |
| NEE | Buy | NEXTERA ENERGY INC | $332,000 | +11.4% | 4,300 | +300.0% | 0.04% | +2.3% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $320,000 | +32.8% | 7,538 | +7.1% | 0.04% | +22.9% |
| IP | Buy | INTERNATIONAL PAPER CO | $283,000 | +68.5% | 5,691 | +37.1% | 0.04% | +52.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $285,000 | +11.8% | 1,123 | +0.3% | 0.04% | +2.7% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $282,000 | +11.5% | 5,778 | +7.9% | 0.04% | +2.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $279,000 | +32.9% | 2,117 | +0.1% | 0.04% | +19.4% |
| GSBD | Buy | GOLDMAN SACHS BDC INC | $272,000 | +81.3% | 14,200 | +42.0% | 0.04% | +63.6% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $271,000 | +4.6% | 2,338 | +0.3% | 0.04% | -5.3% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $231,000 | +4.1% | 6,216 | +2.9% | 0.03% | -3.1% |
| DON | Buy | WISDOMTREE TRus midcap divid | $225,000 | +25.7% | 6,474 | +4.8% | 0.03% | +15.4% |
| BX | Buy | BLACKSTONE GROUP INC | $210,000 | +32.9% | 3,239 | +7.3% | 0.03% | +21.7% |
| MCD | Buy | MCDONALDS CORP | $206,000 | +0.5% | 958 | +2.7% | 0.03% | -10.0% |
| D | Buy | DOMINION ENERGY INC | $200,000 | +20.5% | 2,653 | +26.1% | 0.03% | +12.5% |
| ITA | Buy | ISHARES TRus aer def etf | $197,000 | +19.4% | 2,082 | +100.0% | 0.03% | +8.3% |
| FB | Buy | FACEBOOK INCcl a | $182,000 | +62.5% | 665 | +55.4% | 0.02% | +50.0% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $170,000 | +1.8% | 1,965 | +1.8% | 0.02% | -4.2% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $168,000 | +19.1% | 1,636 | +100.0% | 0.02% | +4.8% |
| ARCC | Buy | ARES CAPITAL CORP | $166,000 | +88.6% | 9,800 | +55.6% | 0.02% | +69.2% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $162,000 | +78.0% | 1,086 | +31.3% | 0.02% | +69.2% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $160,000 | +196.3% | 1,718 | +157.2% | 0.02% | +162.5% |
| CSX | Buy | CSX CORP | $153,000 | +17.7% | 1,687 | +1.1% | 0.02% | +5.3% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $130,000 | +364.3% | 260 | +356.1% | 0.02% | +325.0% |
| FBIZ | Buy | FIRST BUS FINL SVCS INC WIS | $109,000 | +29.8% | 5,941 | +0.8% | 0.02% | +25.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $105,000 | +26.5% | 625 | +25.0% | 0.01% | +16.7% |
| KRE | Buy | SPDR SER TRs&p regl bkg | $104,000 | +52.9% | 1,996 | +4.4% | 0.01% | +40.0% |
| CRM | Buy | SALESFORCE COM INC | $93,000 | +1.1% | 417 | +13.6% | 0.01% | -7.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $88,000 | +18.9% | 740 | +0.8% | 0.01% | +9.1% |
| KLAC | New | KLA CORP | $78,000 | – | 300 | +100.0% | 0.01% | – |
| MRNA | Buy | MODERNA INC | $70,000 | +1300.0% | 670 | +857.1% | 0.01% | +800.0% |
| EBC | New | EASTERN BANKSHARES INC | $68,000 | – | 4,165 | +100.0% | 0.01% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $71,000 | +57.8% | 187 | +47.2% | 0.01% | +28.6% |
| ABNB | New | AIRBNB INC | $68,000 | – | 460 | +100.0% | 0.01% | – |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $61,000 | +17.3% | 513 | +3.6% | 0.01% | 0.0% |
| VTRS | New | VIATRIS INC | $52,000 | – | 2,755 | +100.0% | 0.01% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $52,000 | +33.3% | 224 | +12.0% | 0.01% | +16.7% |
| IEFA | New | ISHARES TRcore msci eafe | $52,000 | – | 750 | +100.0% | 0.01% | – |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $51,000 | +21.4% | 579 | +6.2% | 0.01% | +16.7% |
| AMGN | Buy | AMGEN INC | $43,000 | -6.5% | 186 | +3.3% | 0.01% | -14.3% |
| SQQQ | Buy | PROSHARES TRultrapro sht qqq | $39,000 | -7.1% | 2,600 | +47.3% | 0.01% | -16.7% |
| MP | New | MP MATERIALS CORP | $33,000 | – | 1,035 | +100.0% | 0.00% | – |
| ARRY | New | ARRAY TECHNOLOGIES INC | $27,000 | – | 615 | +100.0% | 0.00% | – |
| RYF | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $23,000 | +91.7% | 476 | +51.6% | 0.00% | +50.0% |
| BBCA | New | J P MORGAN EXCHANGE-TRADED Fbetabuldrs cda | $19,000 | – | 690 | +100.0% | 0.00% | – |
| OPK | Buy | OPKO HEALTH INC | $19,000 | +111.1% | 4,700 | +88.0% | 0.00% | +200.0% |
| ILMN | New | ILLUMINA INC | $19,000 | – | 52 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $19,000 | – | 100 | +100.0% | 0.00% | – |
| FDX | Buy | FEDEX CORP | $25,000 | +31.6% | 97 | +29.3% | 0.00% | 0.0% |
| FMBI | New | FIRST MIDWEST BANCORP DEL | $19,000 | – | 1,200 | +100.0% | 0.00% | – |
| DDOG | New | DATADOG INC | $20,000 | – | 200 | +100.0% | 0.00% | – |
| BBAX | New | J P MORGAN EXCHANGE-TRADED Fbetabuldr deve | $18,000 | – | 679 | +100.0% | 0.00% | – |
| CWH | Buy | CAMPING WORLD HLDGS INCcl a | $13,000 | +116.7% | 490 | +145.0% | 0.00% | +100.0% |
| CHWY | New | CHEWY INCcl a | $18,000 | – | 200 | +100.0% | 0.00% | – |
| SQ | New | SQUARE INCcl a | $12,000 | – | 55 | +100.0% | 0.00% | – |
| ADI | New | ANALOG DEVICES INC | $15,000 | – | 100 | +100.0% | 0.00% | – |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $15,000 | +200.0% | 245 | +88.5% | 0.00% | +100.0% |
| EBAY | Buy | EBAY INC. | $12,000 | +20.0% | 230 | +15.0% | 0.00% | +100.0% |
| IEF | New | ISHARES TRbarclays 7 10 yr | $18,000 | – | 152 | +100.0% | 0.00% | – |
| GPC | New | GENUINE PARTS CO | $15,000 | – | 150 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO NEW | $13,000 | – | 575 | +100.0% | 0.00% | – |
| INFN | New | INFINERA CORP | $18,000 | – | 1,740 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $13,000 | – | 35 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $14,000 | – | 555 | +100.0% | 0.00% | – |
| BBEU | New | J P MORGAN EXCHANGE-TRADED Fbetbuld europe | $17,000 | – | 639 | +100.0% | 0.00% | – |
| MCK | New | MCKESSON CORP | $17,000 | – | 100 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $7,000 | – | 235 | +100.0% | 0.00% | – |
| LVS | New | LAS VEGAS SANDS CORP | $4,000 | – | 67 | +100.0% | 0.00% | – |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $9,000 | – | 68 | +3300.0% | 0.00% | – |
| IDU | Buy | ISHARES TRu.s. utilits etf | $9,000 | +12.5% | 114 | +100.0% | 0.00% | 0.0% |
| NEM | New | NEWMONT CORP | $4,000 | – | 70 | +100.0% | 0.00% | – |
| NOK | New | NOKIA CORPsponsored adr | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| RYE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $10,000 | – | 306 | +100.0% | 0.00% | – |
| PH | New | PARKER-HANNIFIN CORP | $4,000 | – | 15 | +100.0% | 0.00% | – |
| PENN | New | PENN NATL GAMING INC | $9,000 | – | 100 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $10,000 | – | 500 | +100.0% | 0.00% | – |
| VPN | New | GLOBAL X FDSdata ctr reits | $8,000 | – | 500 | +100.0% | 0.00% | – |
| LAND | Buy | GLADSTONE LD CORP | $9,000 | -10.0% | 641 | +0.2% | 0.00% | 0.0% |
| GM | New | GENERAL MTRS CO | $4,000 | – | 105 | +100.0% | 0.00% | – |
| SONY | New | SONY CORPsponsored adr | $5,000 | – | 52 | +100.0% | 0.00% | – |
| DKNG | New | DRAFTKINGS INC | $9,000 | – | 185 | +100.0% | 0.00% | – |
| DOCU | New | DOCUSIGN INC | $11,000 | – | 50 | +100.0% | 0.00% | – |
| GLW | New | CORNING INC | $7,000 | – | 187 | +100.0% | 0.00% | – |
| BWA | New | BORGWARNER INC | $4,000 | – | 97 | +100.0% | 0.00% | – |
| IBUY | New | AMPLIFY ETF TRonlin retl etf | $9,000 | – | 78 | +100.0% | 0.00% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $7,000 | 0.0% | 30 | +20.0% | 0.00% | 0.0% |
| OEC | New | ORION ENGINEERED CARBONS S A | $4,000 | – | 255 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AWYS CORP | $6,000 | – | 400 | +100.0% | 0.00% | – |
| APH | New | AMPHENOL CORP NEWcl a | $2,000 | – | 14 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $1,000 | – | 7 | +100.0% | 0.00% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $1,000 | – | 36 | +100.0% | 0.00% | – |
| CP | New | CANADIAN PAC RY LTD | $2,000 | – | 7 | +100.0% | 0.00% | – |
| CGC | New | CANOPY GROWTH CORP | $3,000 | – | 115 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $2,000 | – | 83 | +100.0% | 0.00% | – |
| COHR | New | COHERENT INC | $3,000 | – | 22 | +100.0% | 0.00% | – |
| TEX | New | TEREX CORP NEW | $3,000 | – | 80 | +100.0% | 0.00% | – |
| TMUS | New | T-MOBILE US INC | $2,000 | – | 12 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $1,000 | – | 16 | +100.0% | 0.00% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $2,000 | – | 6 | +100.0% | 0.00% | – |
| HCA | New | HCA HEALTHCARE INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| PGR | New | PROGRESSIVE CORP | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BPOP | New | POPULAR INC | $3,000 | – | 62 | +100.0% | 0.00% | – |
| INGR | New | INGREDION INC | $2,000 | – | 22 | +100.0% | 0.00% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,000 | – | 7 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $2,000 | – | 4 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $2,000 | – | 17 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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 | 2024-01-11 |
| 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 |
| 13F-HR | 2021-11-15 |
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.