1834 INVESTMENT ADVISORS CO

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Milwaukee, WI
CIK
0001138486
Alternate names
NORTHERN OAK CAPITAL MANAGEMENT INC, NORTHERN OAK WEALTH MANAGEMENT INC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 225 837,161 VGSH, IVW, IVE, VCSH 13F-HR 1/11/2024 000117266124000209
Q3 2023 228 804,319 VGSH, IVW, IVE, VGIT 13F-HR 10/24/2023 000117266123003480
Q2 2023 232 839,487 IVW, IVE, VGSH, VGIT 13F-HR 7/31/2023 000117266123002696
Q1 2023 241 834,927 IVE, IVW, VGSH, VGIT 13F-HR 5/9/2023 000117266123001924
Q4 2022 182 700,353 IVE, IVW, VGSH, VGIT 13F-HR 2/13/2023 000117266123000790
Q3 2022 194 668,186 IVW, IVE, IJJ, IJK 13F-HR 11/14/2022 000117266122002491
Q2 2022 476 710,124 IVW, IVE, IJJ, BSCO 13F-HR 8/16/2022 000113848622000005
Q1 2022 441 816,448 IVW, IVE, IJJ, IJK 13F-HR 5/23/2022 000113848622000004
Q4 2021 474 884,990 IVW, IVE, IJK, IJJ 13F-HR 2/15/2022 000113848622000001
Q3 2021 479 820,026 IVW, IVE, IJK, IJJ 13F-HR 11/15/2021 000113848621000005
Q2 2021 501 827,312 IVW, IVE, IJK, IJJ 13F-HR 8/17/2021 000113848621000004
Q1 2021 466 772,960 IVW, IVE, IJK, IJJ 13F-HR 5/13/2021 000113848621000003
Q4 2020 461 750,238 IVW, IVE, IJK, AAPL 13F-HR 2/16/2021 000113848621000002
Q3 2020 424 685,654 IVW, IVE, IJK, BSCL 13F-HR 11/16/2020 000113848620000004
Q2 2020 452 631,534 IVW, IVE, IJK, BSCL 13F-HR 8/17/2020 000113848620000003
Q1 2020 406 526,438 IVW, BSCL, IVE, IJK 13F-HR 5/15/2020 000113848620000002
Q4 2019 457 652,304 IVW, IVE, BSCL, IJK 13F-HR 1/27/2020 000113848620000001
Q3 2019 462 688,974 IVW, IVE, IJK, BSCL 13F-HR 10/31/2019 000113848619000005
Q2 2019 436 663,488 IVW, IVE, IJK, BSCL 13F-HR 7/30/2019 000113848619000004
Q1 2019 416 656,601 IVW, IVE, IJK, IJJ 13F-HR 4/24/2019 000113848619000002
Q4 2018 412 597,475 IVW, IVE, IJK, IJJ 13F-HR 2/14/2019 000113848619000001
Q3 2018 406 684,887 IVW, IVE, IJK, IJJ 13F-HR 11/15/2018 000113848618000004
Q2 2018 424 638,400 IVW, IVE, IJK, IJJ 13F-HR 8/13/2018 000113848618000003
Q1 2018 455 585,460 IVW, IVE, IJK, IJJ 13F-HR 5/11/2018 000113848618000002
Q4 2017 463 634,839 CLAYMORE EXCHANGE TRD FD, IVW, IVE, IJK 13F-HR 2/16/2018 000113848618000001
Q3 2017 171 535,915 IVW, IVE, IJK, IJJ 13F-HR 11/15/2017 000113848617000004
Q2 2017 175 530,548 IVW, IVE, IJK, IJJ 13F-HR 8/14/2017 000113848617000003
Q1 2017 182 520,991 IVW, IVE, IJK, IJJ 13F-HR 5/17/2017 000113848617000002
Q4 2016 171 495,498 IVW, IVE, IJK, IJJ 13F-HR 2/15/2017 000113848617000001
Q3 2016 166 460,677 IVW, IVE, IJK, IJJ 13F-HR 11/15/2016 000113848616000009
Q2 2016 173 460,757 IVW, IVE, IJK, IJJ 13F-HR 8/15/2016 000113848616000008
Q1 2016 170 437,667 IVW, IVE, IJK, IJJ 13F-HR 5/3/2016 000113848616000007
Q4 2015 177 425,659 IVW, IVE, IJK, IJJ 13F-HR 2/11/2016 000113848616000006
Q3 2015 190 403,040 IVW, IVE, IJK, IGIB 13F-HR 11/10/2015 000113848615000005
Q2 2015 152 365,942 IVW, IVE, IJK, IJJ 13F-HR 8/12/2015 000113848615000004
Q1 2015 159 368,208 IVW, IVE, IJK, IJJ 13F-HR 5/4/2015 000113848615000003
Q4 2014 155 361,565 IVW, IVE, IJK, IJJ 13F-HR 2/3/2015 000113848615000001
Q3 2014 160 362,595 IVW, IVE, IJK, IJJ 13F-HR 11/6/2014 000113848614000006
Q2 2014 160 369,454 IVW, IVE, IJK, IJJ 13F-HR 8/6/2014 000113848614000005
Q1 2014 152 341,325 IVW, IVE, IJK, IJJ 13F-HR 4/28/2014 000113848614000004
Q4 2013 158 340,548 IVW, IVE, IJK, IJJ RESTATEMENT 2/11/2014 000113848614000003
Additional filings from 1834 Investment Advisors Co that have since been restated