13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001138486
Total reported value
$882.6M
$882.6M
213 檔
21.5%
According to the latest 13F quarterly dataset, 1834 Investment Advisors Co managed an equity portfolio of $882.6M at the end of Q3 2024, spanning 213 distinct U.S. exchange-listed positions.
During Q3 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 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.45% | -0.64% | +7.57% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.33% | +0.39% | -4.29% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.42% | -0.33% | -5.65% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.62% | -0.16% | +4.80% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.23% | -0.20% | -10.87% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.09% | -10.45% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.99% | -0.04% | -8.85% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | -0.13% | -5.33% | |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.30% | — | -9.74% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.24% | +0.10% | -5.71% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.01% | +0.28% | +19.73% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | +0.58% | +6.66% | |
| 13 | T | At&t Inc | Stock-Comm Services | 1.48% | -0.52% | -2.65% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | +0.33% | +12.64% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.29% | -0.39% | -4.46% | |
| 16 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.19% | -0.15% | +1.39% | |
| 17 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.15% | +0.07% | -7.83% | |
| 18 | CCI | Crown Castle Inc | Stock-Real Estate | 1.13% | -0.02% | +1.31% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.38% | -4.68% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | -0.34% | -7.40% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.07% | -0.06% | +23.41% | |
| 22 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.05% | -0.17% | -0.87% | |
| 23 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.22% | -1.98% | |
| 24 | TFC | Truist Financial CORP | Stock-Financials | 1.03% | -0.02% | -0.71% | |
| 25 | KR | Kroger Co | Stock-Consumer Staples | 1.01% | -0.10% | +22.22% | |
| 26 | MO | Altria Group Inc | Stock-Consumer Staples | 1.01% | -0.02% | -7.31% | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.99% | +0.24% | -2.44% | |
| 28 | CTRA | Coterra Energy Inc | Stock-Energy | 0.98% | -1.49% | EXIT | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.08% | -1.32% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.23% | -2.65% | |
| 31 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.92% | -0.06% | -0.73% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.14% | -8.60% | |
| 33 | ALLY | Ally Financial Inc | Stock-Financials | 0.90% | -0.05% | +127.69% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.62% | +12.82% | |
| 35 | FNF | Fidelity National Financial | Stock-Financials | 0.85% | -0.05% | +28.29% | |
| 36 | D | Dominion Energy Inc | Stock-Utilities | 0.80% | -0.11% | +2.40% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.02% | -1.14% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | +0.09% | -14.19% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | +0.08% | -10.68% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.76% | -0.02% | +1.33% | |
| 41 | WU | Western Union Co | Stock-Financials | 0.75% | -0.07% | +9.88% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.16% | +706.74% | |
| 43 | CMA | Comerica Inc | Stock-Other | 0.71% | — | -1.43% | |
| 44 | DOW | Dow Inc | Stock-Materials | 0.67% | — | -9.11% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.02% | -6.63% | |
| 46 | DG | Dollar General CORP | Stock-Consumer Staples | 0.66% | -0.13% | — | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.05% | +2.52% | |
| 48 | APA | Apa CORP | Stock-Energy | 0.63% | -0.83% | +53.51% | |
| 49 | PSA | Public Storage | Stock-Real Estate | 0.62% | +0.06% | -22.36% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | +0.04% | -2.47% |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $882.6M across 213 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, IVW, IVE) accounted for 21.5% of total reported equity market value during Q3 2024.
During Q3 2024, 1834 Investment Advisors Co's top holdings by market value included VGSH (5.5%)、IVW (5.3%)、IVE (4.4%). The largest single position, VGSH, represented 5.5% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.