1834 INVESTMENT ADVISORS CO

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 26, 2024
Value $
$830M
Signature - Title
David Bucur - Chief Compliance Officer
Location
511 N. Broadway St., Suite 801, Milwaukee, Wisconsin
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 214 $830M +$42.9M -$53.8M -$10.8M IVW, VGSH, IVE, VCIT, VCSH 13F-HR 7/26/2024, 01:05 PM
Q1 2024 218 $841M +$44.8M -$88.6M -$43.8M IVW, VGSH, IVE, VCSH, VCIT 13F-HR 5/1/2024, 04:33 PM
Q4 2023 225 $837M +$32.7M -$72.7M -$40M VGSH, IVW, IVE, VCSH, VGIT 13F-HR 1/11/2024, 05:16 PM
Q3 2023 228 $804M +$56.6M -$56.3M +$230K VGSH, IVW, IVE, VGIT, AAPL 13F-HR 10/24/2023, 09:38 AM
Q2 2023 232 $839M +$46.7M -$68.9M -$22.2M IVW, IVE, VGSH, VGIT, AAPL 13F-HR 7/31/2023, 05:28 PM
Q1 2023 240 $834M +$159M -$42.8M +$116M IVE, IVW, VGSH, VGIT, AAPL 13F-HR 5/9/2023, 04:58 PM
Q4 2022 182 $700M +$61.1M -$72.4M -$11.3M IVE, IVW, VGSH, VGIT, IJJ 13F-HR 2/13/2023, 03:58 PM
Q3 2022 194 $667M +$120M -$88.6M +$31.2M IVW, IVE, IJJ, IJK, AAPL 13F-HR 11/14/2022, 12:27 PM
Q2 2022 446 $710M +$87.2M -$65.1M +$22.1M IVW, IVE, IJJ, BSCO, BSCN 13F-HR 8/16/2022, 12:54 PM
Q1 2022 424 $816M +$36.8M -$75.2M -$38.4M IVW, IVE, IJJ, IJK, AAPL 13F-HR 5/23/2022, 06:16 PM
Q4 2021 455 $875M +$26.4M -$23M +$3.39M IVW, IVE, IJK, IJJ, AAPL 13F-HR 2/15/2022, 07:51 PM
Q3 2021 470 $820M +$55.1M -$52.4M +$2.78M IVW, IVE, IJK, IJJ, AAPL 13F-HR 11/15/2021, 05:05 PM
Q2 2021 490 $827M +$53.2M -$38.2M +$15M IVW, IVE, IJK, IJJ, AAPL 13F-HR 8/17/2021, 03:56 PM
Q1 2021 459 $773M +$74.9M -$94.4M -$19.6M IVW, IVE, IJK, IJJ, BSCO 13F-HR 5/13/2021, 05:39 PM
Q4 2020 444 $750M +$117M -$39.2M +$77.5M IVW, IVE, IJK, AAPL, IJJ 13F-HR 2/16/2021, 04:30 PM
Q3 2020 412 $686M +$67.8M -$23.1M +$44.8M IVW, IVE, IJK, BSCL, AAPL 13F-HR 11/16/2020, 02:48 PM
Q2 2020 437 $632M +$68.8M -$40.2M +$28.6M IVW, IVE, IJK, BSCL, AAPL 13F-HR 8/14/2020, 05:36 PM
Q1 2020 388 $526M +$57.5M -$52.9M +$4.58M IVW, BSCL, IVE, IJK, MSFT 13F-HR 5/15/2020, 05:16 PM
Q4 2019 440 $652M +$32.9M -$115M -$81.8M IVW, IVE, BSCL, IJK, IJJ 13F-HR 1/24/2020, 04:34 PM
Q3 2019 444 $689M +$49.5M -$23.8M +$25.7M IVW, IVE, IJK, BSCL, IJJ 13F-HR 10/31/2019, 12:44 PM
Q2 2019 419 $663M +$52M -$52M -$25.2K IVW, IVE, IJK, BSCL, BSCK 13F-HR 7/30/2019, 09:38 AM
Q1 2019 395 $657M +$51.7M -$53.6M -$1.83M IVW, IVE, IJK, IJJ, BSCK 13F-HR 4/24/2019, 10:33 AM
Q4 2018 390 $597M +$60.2M -$53.2M +$7.02M IVW, IVE, IJK, IJJ, BSCL 13F-HR 2/14/2019, 01:09 PM
Q3 2018 392 $685M +$64.2M -$43.6M +$20.5M IVW, IVE, IJK, IJJ, AAPL 13F-HR 11/15/2018, 01:13 PM
Q2 2018 409 $638M +$111M -$38.8M +$72M IVW, IVE, IJK, IJJ, IJT 13F-HR 8/13/2018, 02:45 PM
Q1 2018 430 $584M +$46.1M -$49M -$2.9M IVW, IVE, IJK, IJJ, MSFT 13F-HR 5/11/2018, 11:35 AM
Q4 2017 443 $635M +$91.5M -$13.2M +$78.3M IVW, IVE, IJK, IJJ, MSFT 13F-HR 2/16/2018, 10:18 AM
Q3 2017 171 $536M +$38.2M -$29.1M +$9.11M IVW, IVE, IJK, IJJ, MSFT 13F-HR 11/15/2017, 12:28 PM
Q2 2017 175 $531M +$25.8M -$17.6M +$8.14M IVW, IVE, IJK, IJJ, MSFT 13F-HR 8/14/2017, 04:26 PM
Q1 2017 181 $521M +$42.5M -$33.6M +$8.97M IVW, IVE, IJK, IJJ, MSFT 13F-HR 5/17/2017, 04:57 PM
Q4 2016 171 $495M +$42.8M -$13.7M +$29M IVW, IVE, IJK, IJJ, JPM 13F-HR 2/15/2017, 03:35 PM
Q3 2016 166 $461M +$31.8M -$16.5M +$15.3M IVW, IVE, IJK, IJJ, LQD 13F-HR 11/15/2016, 01:35 PM
Q2 2016 172 $460M +$33.1M -$14.8M +$18.3M IVW, IVE, IJK, IJJ, LQD 13F-HR 8/15/2016, 04:21 PM
Q1 2016 169 $438M +$48.1M -$17.6M +$30.5M IVW, IVE, IJK, IJJ, LQD 13F-HR 5/2/2016, 05:47 PM
Q4 2015 176 $425M +$38.7M -$14.3M +$24.5M IVW, IVE, IJK, IJJ, IGIB 13F-HR 2/10/2016, 04:51 PM
Q3 2015 189 $403M +$106M -$14.2M +$91.7M IVW, IVE, IJK, IGIB, IJJ 13F-HR 11/10/2015, 01:54 PM
Q2 2015 152 $366M +$19M -$10.4M +$8.56M IVW, IVE, IJK, IJJ, AAPL 13F-HR 8/12/2015, 05:31 PM
Q1 2015 158 $368M +$23.8M -$16.1M +$7.71M IVW, IVE, IJK, IJJ, AAPL 13F-HR 5/4/2015, 12:23 PM
Q4 2014 154 $362M +$24.1M -$24.3M -$208K IVW, IVE, IJK, IJJ, AAPL 13F-HR 2/3/2015, 02:18 PM
Q3 2014 159 $363M +$26.5M -$15.1M +$11.4M IVW, IVE, IJK, IJJ, VZ 13F-HR 11/6/2014, 03:36 PM
Q2 2014 159 $369M +$39.1M -$15.4M +$23.7M IVW, IVE, IJK, IJJ, VZ 13F-HR 8/5/2014, 05:33 PM
Q1 2014 152 $341M +$21.3M -$12.7M +$8.6M IVW, IVE, IJK, IJJ, JPM 13F-HR 4/28/2014, 04:49 PM
Q4 2013 158 $341M IVW, IVE, IJK, IJJ, JPM Restatement 2/11/2014, 08:44 AM