NORTHERN OAK WEALTH MANAGEMENT INC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    milwaukee, WI
  • CIK
    0001138486
  • Alternate names
    1834 INVESTMENT ADVISORS CO
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

212

$776.50 M
VGSH, IVW, IVE, VCSH
13F-HR
May 9, 2025
000117266125001635

210

$789.85 M
IVW, VGSH, IVE, VCSH
13F-HR
Jan 21, 2025
000117266125000290

213

$859.14 M
VGSH, IVW, IVE, VCSH
13F-HR
Oct 30, 2024
000117266124004407

214

$830.21 M
IVW, VGSH, IVE, VCIT
13F-HR
Jul 26, 2024
000117266124002944

218

$841.43 M
IVW, VGSH, IVE, VCSH
13F-HR
May 1, 2024
000117266124001972

225

$837.16 M
VGSH, IVW, IVE, VCSH
13F-HR
Jan 11, 2024
000117266124000209

228

$804.32 M
VGSH, IVW, IVE, VANGUARD SCOTTSDALE FDS
13F-HR
Oct 24, 2023
000117266123003480

232

$839.49 M
IVW, IVE, VGSH, VANGUARD SCOTTSDALE FDS
13F-HR
Jul 31, 2023
000117266123002696

241

$834.93 M
IVE, IVW, VGSH, VANGUARD SCOTTSDALE FDS
13F-HR
May 9, 2023
000117266123001924

182

$700.35 M
IVE, IVW, VGSH, VANGUARD SCOTTSDALE FDS
13F-HR
Feb 13, 2023
000117266123000790

194

$668.19 M
IVW, IVE, IJJ, IJK
13F-HR
Nov 14, 2022
000117266122002491

476

$710.12 M
IVW, IVE, IJJ, BSCO
13F-HR
Aug 16, 2022
000113848622000005

441

$816.45 M
IVW, IVE, IJJ, IJK
13F-HR
May 24, 2022
000113848622000004

474

$884.99 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 16, 2022
000113848622000001

479

$820.03 M
IVW, IVE, IJK, IJJ
13F-HR
Nov 15, 2021
000113848621000005

501

$827.31 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 17, 2021
000113848621000004

466

$772.96 M
IVW, IVE, IJK, IJJ
13F-HR
May 14, 2021
000113848621000003

461

$750.24 M
IVW, IVE, IJK, AAPL
13F-HR
Feb 16, 2021
000113848621000002

424

$685.65 M
IVW, IVE, IJK, BSCL
13F-HR
Nov 16, 2020
000113848620000004

452

$631.53 M
IVW, IVE, IJK, BSCL
13F-HR
Aug 17, 2020
000113848620000003

406

$526.44 M
IVW, BSCL, IVE, IJK
13F-HR
May 15, 2020
000113848620000002

457

$652.30 M
IVW, IVE, BSCL, IJK
13F-HR
Jan 27, 2020
000113848620000001

462

$688.97 M
IVW, IVE, IJK, BSCL
13F-HR
Oct 31, 2019
000113848619000005

436

$663.49 M
IVW, IVE, IJK, BSCL
13F-HR
Jul 30, 2019
000113848619000004

416

$656.60 M
IVW, IVE, IJK, IJJ
13F-HR
Apr 24, 2019
000113848619000002

412

$597.48 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 14, 2019
000113848619000001

406

$684.89 M
IVW, IVE, IJK, IJJ
13F-HR
Nov 15, 2018
000113848618000004

424

$638.40 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 13, 2018
000113848618000003

455

$585.46 M
IVW, IVE, IJK, IJJ
13F-HR
May 11, 2018
000113848618000002

463

$634.84 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 16, 2018
000113848618000001

171

$535.91 M
IVW, IVE, IJK, IJJ
13F-HR
Nov 15, 2017
000113848617000004

175

$530.55 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 14, 2017
000113848617000003

182

$520.99 M
IVW, IVE, IJK, IJJ
13F-HR
May 17, 2017
000113848617000002

171

$495.50 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 15, 2017
000113848617000001

166

$460.68 M
IVW, IVE, IJK, IJJ
13F-HR
Nov 15, 2016
000113848616000009

173

$460.76 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 15, 2016
000113848616000008

170

$437.67 M
IVW, IVE, IJK, IJJ
13F-HR
May 3, 2016
000113848616000007

177

$425.66 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 11, 2016
000113848616000006

190

$403.04 M
IVW, IVE, IJK, IGIB
13F-HR
Nov 10, 2015
000113848615000005

152

$365.94 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 12, 2015
000113848615000004

159

$368.21 M
IVW, IVE, IJK, IJJ
13F-HR
May 4, 2015
000113848615000003

155

$361.56 M
IVW, IVE, IJK, IJJ
13F-HR
Feb 3, 2015
000113848615000001

160

$362.60 M
IVW, IVE, IJK, IJJ
13F-HR
Nov 6, 2014
000113848614000006

160

$369.45 M
IVW, IVE, IJK, IJJ
13F-HR
Aug 6, 2014
000113848614000005

152

$341.32 M
IVW, IVE, IJK, IJJ
13F-HR
Apr 28, 2014
000113848614000004

158

$340.55 M
IVW, IVE, IJK, IJJ
RESTATEMENT
Feb 11, 2014
000113848614000003