1834 INVESTMENT ADVISORS CO
All 13F Filings
- Location
- Milwaukee, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 797,090
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 204 | 797,090 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q3 2025 | 10/31/2025 | 204 | 814,870 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q2 2025 | 7/16/2025 | 205 | 789,820 | 13F-HR | 1834 INVESTMENT ADVISORS CO |
| Q2 2014 | 8/6/2014 | 160 | 369,454 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q1 2014 | 4/28/2014 | 152 | 341,325 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/11/2014 | 158 | 340,548 | 13F-HR/A - RESTATEMENT | NORTHERN OAK CAPITAL MANAGEMENT INC |
| Q4 2013 | 2/7/2014 | 148 | 304,673 | 13F-HR | NORTHERN OAK CAPITAL MANAGEMENT INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 619.4 K | 77.7% | 0 | 10.32 K | -10.32 K |
| ETFs | 177.7 K | 22.3% | 0 | 7.464 K | -7.464 K |
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Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
797,090
Holdings
204
QoQ value change ($000)
-17,780
(-2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.