$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 104.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACP | Exit | ABERDEEN INCOME CR STRATEGIE | $0 | – | -1,812 | -100.0% | 0.00% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -23 | -100.0% | 0.00% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -33 | -100.0% | 0.00% | – |
| CTR | Exit | CLEARBRIDGE MLP AND MIDSTRM | $0 | – | -88 | -100.0% | 0.00% | – |
| PNR | Exit | PENTAIR PLC | $0 | – | -59 | -100.0% | 0.00% | – |
| AVNS | Exit | AVANOS MED INC | $0 | – | -31 | -100.0% | 0.00% | – |
| VRTV | Exit | VERITIV CORP | $0 | – | -7 | -100.0% | 0.00% | – |
| FSKR | Exit | FS KKR CAP CORP II | $0 | – | -379 | -100.0% | -0.00% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -175 | -100.0% | -0.00% | – |
| XPO | Exit | XPO LOGISTICS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -22 | -100.0% | -0.00% | – |
| MDP | Exit | MEREDITH CORP | $0 | – | -385 | -100.0% | -0.00% | – |
| DGRS | Exit | WISDOMTREE TRus s cap qty div | $0 | – | -200 | -100.0% | -0.00% | – |
| ONEQ | Exit | FIDELITY COMWLTH TRndq cp idx trk | $0 | – | -14 | -100.0% | -0.00% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -899 | -100.0% | -0.00% | – |
| NKLA | Exit | NIKOLA CORP | $0 | – | -180 | -100.0% | -0.00% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -122 | -100.0% | -0.00% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -110 | -100.0% | -0.00% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -230 | -100.0% | -0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -622 | -100.0% | -0.00% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -427 | -100.0% | -0.00% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -1,350 | -100.0% | -0.01% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -1,000 | -100.0% | -0.02% | – |
| BDCS | Exit | UBS AG JERSEY BRANCHetrac wells bdci | $0 | – | -8,624 | -100.0% | -0.02% | – |
| TBF | Exit | PROSHARES TRshrt 20+yr tre | $0 | – | -20,000 | -100.0% | -0.04% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -214,149 | -100.0% | -0.66% | – |
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.