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CIK: 0001138486
Total reported value
$882.6M
$882.6M
218 檔
20.8%
As reported in its official Q1 2024 Form 13F filing, 1834 Investment Advisors Co's tracked investment portfolio stood at $882.6M with 218 total positions.
During Q1 2024, 1834 Investment Advisors Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.13% | +0.39% | -4.33% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.07% | -0.64% | +0.24% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.64% | -0.33% | -7.36% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.53% | -0.16% | +3.10% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.44% | -0.20% | +6.03% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.22% | -0.04% | -2.05% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.13% | -8.54% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.09% | -7.39% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.62% | +0.10% | -13.24% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.60% | — | -9.27% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | +0.58% | -7.12% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | +0.28% | +1.72% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.27% | -0.39% | -0.38% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.24% | -0.08% | -13.07% | |
| 15 | T | At&t Inc | Stock-Comm Services | 1.21% | -0.52% | +4.40% | |
| 16 | CTRA | Coterra Energy Inc | Stock-Energy | 1.17% | -1.49% | EXIT | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.16% | -0.08% | -7.35% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.01% | -32.88% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.34% | -10.04% | |
| 20 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.09% | -0.17% | +25.33% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | -0.34% | -12.64% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 1.05% | +0.24% | -0.80% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.01% | -0.22% | +49.88% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.14% | -9.68% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | +0.33% | +26.81% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 0.96% | -0.02% | -5.11% | |
| 27 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.96% | +0.01% | -27.21% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.94% | -0.02% | +8.73% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | — | -0.07% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.23% | -12.32% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.91% | -0.38% | +2.70% | |
| 32 | CCI | Crown Castle Inc | Stock-Real Estate | 0.87% | -0.02% | +2.10% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | +0.09% | -20.33% | |
| 34 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.86% | +0.07% | +15.31% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.16% | -32.57% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | +0.05% | -8.87% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.83% | +0.08% | -14.12% | |
| 38 | KR | Kroger Co | Stock-Consumer Staples | 0.82% | -0.10% | — | |
| 39 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.82% | -0.06% | +0.28% | |
| 40 | DOW | Dow Inc | Stock-Materials | 0.82% | — | -15.04% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.79% | — | -7.85% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.76% | -0.02% | -0.85% | |
| 43 | MMM | 3m Co | Stock-Industrials | 0.75% | +0.01% | -4.17% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | -0.11% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.02% | -34.36% | |
| 46 | CUBE | Cubesmart | Stock-Real Estate | 0.72% | — | -6.09% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.69% | -0.06% | +1137.55% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | +0.12% | -2.94% | |
| 49 | CMA | Comerica Inc | Stock-Other | 0.67% | — | -5.77% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | +0.62% | +7.13% |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $882.6M across 218 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVW, VGSH, IVE) accounted for 20.8% of total reported equity market value during Q1 2024.
During Q1 2024, 1834 Investment Advisors Co's top holdings by market value included IVW (5.1%)、VGSH (5.1%)、IVE (4.6%). The largest single position, IVW, represented 5.1% of total portfolio value.
In Q1 2024, 1834 Investment Advisors Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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