IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

1834 Investment Advisors Co

Q2 2017 Holdings

Filed 2017-08-14 | 175 holdings | $17.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ivy Muni High Income Fund Cl IINX466001757$9318,1760.0%
T. Rowe Price Tax-Free IncomeINX779576206$11411,2420.0%
Wells Fargo Wisconsin Tax-FreeINX949921613$11610,6800.0%
JP Morgan Core Plus Bond Fd ClINX4812C0811$13316,1210.0%
Annaly Capital Mgmt(NLYEUR)COM035710409$15713,0230.0%
Federated Kaufmann Fund Cl AFUND314172677$18432,6890.0%
NextEra Energy, Inc.(NEE)COM65339F101$2011,4360.0%
Coca-Cola Co.(KO)COM191216100$2034,5210.0%
Guggenheim BulletShares 2019 HINX18383M373$2058,3000.0%
UnitedHealth Group(UNH)COM91324P102$2061,1130.0%
iShares 2019 S&P Amt-Free MuniINX46429B564$2078,1160.0%
Guggenheim S&P 500 Equal-Wtd TINX78355W817$2091,6720.0%
United Technologies(UTXZ)COM913017109$2141,7530.0%
Vanguard Small Cap(VB)INX922908751$2181,6060.0%
Vanguard Small Cap Index FundFUND922908702$2243,4540.0%
Putnam Municipal Opportunities(PMO)INX746922103$22818,2000.0%
WEC Energy Group, Inc.(WEC)COM92939U106$2403,9060.0%
Wal-Mart Stores Inc.(WMT)COM931142103$2433,2060.0%
Nike Inc. Cl. B(NKE)COM654106103$2454,1540.0%
UBS E-Tracs Wells Fargo Bus DeINX902641588$25411,1750.0%
TJX Companies(TJX)COM872540109$2663,6870.0%
iShares Barclays Aggregate Bon(AGG)INX464287226$2732,4890.0%
Medtronic Plc(MDT)COMG5960L103$2803,1510.0%
JP Morgan USD Emerging Mkts Bo(EMB)INX464288281$2832,4720.0%
Bank of Montreal(BMO)COM063671101$2843,8690.0%
iShares Russell 2000 Value(IWN)INX464287630$2932,4680.0%
Vanguard Growth IndexFUND922908504$2964,5230.0%
Vanguard Mid-Cap Index FundFUND922908843$3037,7890.0%
JP Morgan Value Advantage Fd CFUND4812A2637$3039,0840.0%
VanEck Vectors High-Yield MuniINX92189F361$3059,8600.0%
McDonald's Corp(MCD)COM580135101$3092,0140.0%
IBM Corp.(IBM)COM459200101$3102,0150.0%
iShares 2017 S&P Amt-Free MuniINX464289271$31111,4060.0%
Spdr Barclays Capital Municipa(TFI)INX78468R721$3116,3950.0%
Walgreen Boots Alliance, Inc.(WBA)COM931427108$3454,4070.0%
Sherwin-Williams Co.(SHW)COM824348106$3511,0000.0%
Franklin Fed Tax-Free Inc Cl AINX353519101$35529,5000.0%
Vanguard Information Technolog(VGT)INX92204A702$3622,5690.0%
KBW Regional Banking(KRE)INX78464A698$3756,8320.0%
Vanguard REIT(VNQ)INX922908553$3814,5750.0%
Microchip Tech Inc.(MCHP)COM595017104$4035,2260.0%
United Parcel Service(UPS)COM911312106$4093,7000.0%
Vanguard Balanced Index AdmiraFUND921931200$42312,9160.0%
Berkshire Hathaway(BRK/B)COM084670702$4372,5820.0%
Norfolk Southern(NSC)COM655844108$4413,6210.0%
PowerShares DB Base Metals FdINX73936B705$45027,5000.0%
Guggenheim BulletShares 2017 CINX18383M548$46520,5520.0%
Real Estate Select Sector Spdr(XLRE)INX81369Y860$46714,5150.0%
WisdomTree Barclays Yield Enha(AGGY)INX97717X511$4689,2750.0%
Atrion Corp.(ATRIUSD)COM049904105$4827500.0%
Page 1 of 4Next