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CIK: 0001138486
Total reported value
$882.6M
$882.6M
206 檔
19.9%
At the close of Q1 2025, 1834 Investment Advisors Co disclosed equity holdings valued at approximately $882.6M, spread across 206 reported holdings.
1834 Investment Advisors Co executed strategic sector rebalancing during Q1 2025, establishing 53 new positions while fully exiting 48 holdings and trimming 53 positions.
Showing top 200 holdings (of 206 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.56% | -0.64% | -4.85% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.27% | +0.39% | -2.74% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.23% | -0.33% | -4.37% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.07% | -0.16% | +4.44% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.45% | -0.20% | +3.93% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.03% | -0.04% | -2.19% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.96% | +0.09% | -6.19% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.13% | -2.16% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.58% | +15.21% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.02% | +0.28% | +5.86% | |
| 11 | T | At&t Inc | Stock-Comm Services | 1.91% | -0.52% | -4.72% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.87% | +0.10% | -6.40% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.85% | — | -12.41% | |
| 14 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.57% | -0.15% | -4.33% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.49% | -0.06% | +19.74% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | +0.33% | +3.86% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.28% | -0.39% | -3.26% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.25% | -0.17% | -2.82% | |
| 19 | CTRA | Coterra Energy Inc | Stock-Energy | 1.24% | -1.49% | EXIT | |
| 20 | ALLY | Ally Financial Inc | Stock-Financials | 1.21% | -0.05% | +20.02% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.20% | +0.62% | +26.09% | |
| 22 | KR | Kroger Co | Stock-Consumer Staples | 1.20% | -0.10% | -4.27% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.15% | -0.34% | -11.97% | |
| 24 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 1.13% | +0.07% | -20.04% | |
| 25 | MO | Altria Group Inc | Stock-Consumer Staples | 1.08% | -0.02% | -11.20% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.06% | +0.24% | +4.69% | |
| 27 | TFC | Truist Financial CORP | Stock-Financials | 1.00% | -0.02% | -3.93% | |
| 28 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.96% | -0.17% | +19.85% | |
| 29 | CCI | Crown Castle Inc | Stock-Real Estate | 0.93% | -0.02% | -1.75% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.14% | -4.93% | |
| 31 | FNF | Fidelity National Financial | Stock-Financials | 0.91% | -0.05% | -2.11% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.23% | -1.74% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.90% | -0.22% | +2.08% | |
| 34 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.85% | -0.06% | -17.62% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.08% | -7.62% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.84% | +0.03% | +31.38% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.08% | +4.93% | |
| 38 | D | Dominion Energy Inc | Stock-Utilities | 0.81% | -0.11% | +0.93% | |
| 39 | WU | Western Union Co | Stock-Financials | 0.78% | -0.07% | +18.37% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | -0.02% | -5.12% | |
| 41 | APA | Apa CORP | Stock-Energy | 0.76% | -0.83% | +33.75% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.16% | -2.69% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.75% | -0.02% | -3.31% | |
| 44 | DG | Dollar General CORP | Stock-Consumer Staples | 0.75% | -0.13% | +2.28% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.02% | -1.69% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.73% | -0.38% | -12.34% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | +0.04% | +1.10% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.09% | -5.45% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.05% | +1.63% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | +0.12% | +12.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.4% | +15.21% | Add |
| 2 | KMI | Kinder Morgan, Inc. | +1.5% | -4.33% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +1.3% | +3.86% | Add |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.2% | +26.09% | Add |
| 5 | T | At&t Inc | +0.8% | -4.72% | Add |
| 6 | WEC | Wec Energy Group Inc | +0.8% | -17.62% | Add |
| 7 | D | Dominion Energy Inc | +0.8% | +0.93% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.6% | +4.93% | Add |
| 9 | F | Ford Motor Co | +0.5% | +28.35% | Add |
| 10 | PSA | Public Storage | +0.5% | -10.38% | Add |
| 11 | EFA | Ishares Msci Eafe ETF | +0.3% | -3.55% | Add |
| 12 | MO | Altria Group Inc | +0.3% | -11.20% | Add |
| 13 | SCHA | Schwab US Small-cap ETF | +0.3% | +20.48% | Add |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +42.72% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.3% | -12.62% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | -3.86% | Trim |
| 17 | TGT | Target CORP | +0.2% | +12.07% | Add |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.2% | +1.84% | Add |
| 19 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +0.28% | Add |
| 20 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | -2.54% | Add |
| 21 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | -11.34% | Add |
| 22 | COF | Capital One Financial CORP | +0.1% | +0.31% | Add |
| 23 | WFC | Wells Fargo & Co | +0.1% | -9.17% | Add |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | -5.60% | Add |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +22.86% | Add |
| 26 | WTM | White Mountains Insurance Group, Ltd. | +0.1% | — | Unchanged |
| 27 | ORCL | Oracle CORP | +0.1% | -13.61% | Add |
| 28 | ISRG | Intuitive Surgical Inc | +0.1% | -13.05% | Add |
| 29 | AEP | American Electric Power | +0.1% | +1.06% | Add |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | -13.63% | Add |
| 31 | ADBE | Adobe Inc | +0.1% | +10.79% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.37% | Add |
| 33 | BSX | Boston Scientific CORP | +0.1% | -2.02% | Add |
| 34 | COP | Conocophillips | +0.1% | -1.38% | Add |
| 35 | XLF | Ss Financial Select Sector | +0.1% | — | Add |
| 36 | VNQ | Vanguard Real Estate ETF | +0.1% | -0.26% | Add |
| 37 | MOS | Mosaic Co/the | +0.1% | +9.85% | Add |
| 38 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +3.56% | Add |
| 39 | CCL1EUR | Carnival CORP LTD | +0.1% | — | Add |
| 40 | ALB | Albemarle CORP | +0.1% | +14.61% | Add |
| 41 | SLB | Slb LTD | +0.1% | +10.70% | Add |
| 42 | IVE | Ishares S&p 500 Value ETF | 0% | -4.37% | Trim |
| 43 | UNP | Union Pacific CORP | -0.1% | -3.36% | Trim |
| 44 | USRT | Ishares Core US Reit ETF | -0.1% | — | Trim |
| 45 | HON | Honeywell International Inc | -0.1% | — | Trim |
| 46 | ABT | Abbott Laboratories | -0.1% | -6.88% | Trim |
| 47 | INTC | Intel CORP | -0.1% | -16.35% | Add |
| 48 | XLE | Ss Energy Select Sector | -0.1% | -33.83% | Trim |
| 49 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.69% | Trim |
| 50 | NVDA | Nvidia CORP | -0.1% | +2.35% | Add |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $882.6M across 206 disclosed positions in Q1 2025.
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 19.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VGSH
市值: $43.2M
Top Position Liquidated / Trimmed
BSCO
前期市值: $23.2M
During Q1 2025, 1834 Investment Advisors Co's top holdings by market value included VGSH (5.6%)、IVW (5.3%)、IVE (4.2%). The largest single position, VGSH, represented 5.6% of total portfolio value.
In Q1 2025, 1834 Investment Advisors Co made 199 total portfolio adjustments, initiating 53 new buys, adding to 45 positions, trimming 53 holdings, and fully liquidating 48 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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