NORTHERN OAK WEALTH MANAGEMENT INC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmilwaukee, WI
- CIK0001138486
- Alternate names1834 INVESTMENT ADVISORS CO
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
210 | $789.85M | IVW, VGSH, IVE, VCSH | 13F-HR | Jan 21, 2025 | 000117266125000290 | ||
213 | $859.14M | VGSH, IVW, IVE, VCSH | 13F-HR | Oct 30, 2024 | 000117266124004407 | ||
214 | $830.21M | IVW, VGSH, IVE, VCIT | 13F-HR | Jul 26, 2024 | 000117266124002944 | ||
218 | $841.43M | IVW, VGSH, IVE, VCSH | 13F-HR | May 1, 2024 | 000117266124001972 | ||
225 | $837.16M | VGSH, IVW, IVE, VCSH | 13F-HR | Jan 11, 2024 | 000117266124000209 | ||
228 | $804.32M | VGSH, IVW, IVE, VANGUARD SCOTTSDALE FDS | 13F-HR | Oct 24, 2023 | 000117266123003480 | ||
232 | $839.49M | IVW, IVE, VGSH, VANGUARD SCOTTSDALE FDS | 13F-HR | Jul 31, 2023 | 000117266123002696 | ||
241 | $834.93M | IVE, IVW, VGSH, VANGUARD SCOTTSDALE FDS | 13F-HR | May 9, 2023 | 000117266123001924 | ||
182 | $700.35M | IVE, IVW, VGSH, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 13, 2023 | 000117266123000790 | ||
194 | $668.19M | IVW, IVE, IJJ, IJK | 13F-HR | Nov 14, 2022 | 000117266122002491 | ||
476 | $710.12M | IVW, IVE, IJJ, BSCO | 13F-HR | Aug 16, 2022 | 000113848622000005 | ||
441 | $816.45M | IVW, IVE, IJJ, IJK | 13F-HR | May 24, 2022 | 000113848622000004 | ||
474 | $884.99M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 16, 2022 | 000113848622000001 | ||
479 | $820.03M | IVW, IVE, IJK, IJJ | 13F-HR | Nov 15, 2021 | 000113848621000005 | ||
501 | $827.31M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 17, 2021 | 000113848621000004 | ||
466 | $772.96M | IVW, IVE, IJK, IJJ | 13F-HR | May 14, 2021 | 000113848621000003 | ||
461 | $750.24M | IVW, IVE, IJK, AAPL | 13F-HR | Feb 16, 2021 | 000113848621000002 | ||
424 | $685.65M | IVW, IVE, IJK, BSCL | 13F-HR | Nov 16, 2020 | 000113848620000004 | ||
452 | $631.53M | IVW, IVE, IJK, BSCL | 13F-HR | Aug 17, 2020 | 000113848620000003 | ||
406 | $526.44M | IVW, BSCL, IVE, IJK | 13F-HR | May 15, 2020 | 000113848620000002 | ||
457 | $652.30M | IVW, IVE, BSCL, IJK | 13F-HR | Jan 27, 2020 | 000113848620000001 | ||
462 | $688.97M | IVW, IVE, IJK, BSCL | 13F-HR | Oct 31, 2019 | 000113848619000005 | ||
436 | $663.49M | IVW, IVE, IJK, BSCL | 13F-HR | Jul 30, 2019 | 000113848619000004 | ||
416 | $656.60M | IVW, IVE, IJK, IJJ | 13F-HR | Apr 24, 2019 | 000113848619000002 | ||
412 | $597.48M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 14, 2019 | 000113848619000001 | ||
406 | $684.89M | IVW, IVE, IJK, IJJ | 13F-HR | Nov 15, 2018 | 000113848618000004 | ||
424 | $638.40M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 13, 2018 | 000113848618000003 | ||
455 | $585.46M | IVW, IVE, IJK, IJJ | 13F-HR | May 11, 2018 | 000113848618000002 | ||
463 | $634.84M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 16, 2018 | 000113848618000001 | ||
171 | $535.91M | IVW, IVE, IJK, IJJ | 13F-HR | Nov 15, 2017 | 000113848617000004 | ||
175 | $530.55M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 14, 2017 | 000113848617000003 | ||
182 | $520.99M | IVW, IVE, IJK, IJJ | 13F-HR | May 17, 2017 | 000113848617000002 | ||
171 | $495.50M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 15, 2017 | 000113848617000001 | ||
166 | $460.68M | IVW, IVE, IJK, IJJ | 13F-HR | Nov 15, 2016 | 000113848616000009 | ||
173 | $460.76M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 15, 2016 | 000113848616000008 | ||
170 | $437.67M | IVW, IVE, IJK, IJJ | 13F-HR | May 3, 2016 | 000113848616000007 | ||
177 | $425.66M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 11, 2016 | 000113848616000006 | ||
190 | $403.04M | IVW, IVE, IJK, IGIB | 13F-HR | Nov 10, 2015 | 000113848615000005 | ||
152 | $365.94M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 12, 2015 | 000113848615000004 | ||
159 | $368.21M | IVW, IVE, IJK, IJJ | 13F-HR | May 4, 2015 | 000113848615000003 | ||
155 | $361.56M | IVW, IVE, IJK, IJJ | 13F-HR | Feb 3, 2015 | 000113848615000001 | ||
160 | $362.60M | IVW, IVE, IJK, IJJ | 13F-HR | Nov 6, 2014 | 000113848614000006 | ||
160 | $369.45M | IVW, IVE, IJK, IJJ | 13F-HR | Aug 6, 2014 | 000113848614000005 | ||
152 | $341.32M | IVW, IVE, IJK, IJJ | 13F-HR | Apr 28, 2014 | 000113848614000004 | ||
158 | $340.55M | IVW, IVE, IJK, IJJ | RESTATEMENT | Feb 11, 2014 | 000113848614000003 |