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CIK: 0001138486
Total reported value
$882.6M
$882.6M
204 檔
19.7%
In Q3 2025, 1834 Investment Advisors Co's U.S. equity holdings reached a combined market value of $882.6M, distributed across 204 disclosed stock positions.
In Q3 2025, 1834 Investment Advisors Co adopted a defensive or profit-taking posture, trimming 96 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 204 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.36% | +0.39% | -11.53% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.13% | -0.64% | -0.01% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.83% | -0.16% | +2.43% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.77% | -0.33% | -9.18% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.13% | -0.07% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.22% | -0.20% | +0.71% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.09% | -2.73% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.76% | -0.04% | +0.23% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.75% | +0.58% | +1.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.13% | +0.28% | +3.79% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.86% | +0.10% | -4.97% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.71% | +0.33% | +14.48% | |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.66% | — | -6.93% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.62% | +0.51% | |
| 15 | T | At&t Inc | Stock-Comm Services | 1.57% | -0.52% | -6.29% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.56% | -0.06% | +6.57% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.16% | -2.09% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.33% | +0.23% | -0.78% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 1.24% | -0.34% | -2.00% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.15% | -0.39% | -0.35% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.14% | +0.24% | +2.23% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.12% | -0.02% | +2.14% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 1.06% | -0.02% | +0.03% | |
| 24 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.03% | -0.15% | -23.21% | |
| 25 | CTRA | Coterra Energy Inc | Stock-Energy | 1.03% | -1.49% | EXIT | |
| 26 | ALLY | Ally Financial Inc | Stock-Financials | 1.02% | -0.05% | -10.95% | |
| 27 | APA | Apa CORP | Stock-Energy | 0.98% | -0.83% | +16.96% | |
| 28 | PFE | Pfizer Inc | Stock-Healthcare | 0.95% | -0.22% | +2.46% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.14% | -2.10% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.02% | -0.14% | |
| 31 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.88% | -0.17% | +1.32% | |
| 32 | DG | Dollar General CORP | Stock-Consumer Staples | 0.85% | -0.13% | +0.25% | |
| 33 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.84% | -0.17% | +2.86% | |
| 34 | D | Dominion Energy Inc | Stock-Utilities | 0.83% | -0.11% | -0.74% | |
| 35 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.82% | +0.07% | -10.58% | |
| 36 | CCI | Crown Castle Inc | Stock-Real Estate | 0.82% | -0.02% | +0.12% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | -0.08% | +2.93% | |
| 38 | FNF | Fidelity National Financial | Stock-Financials | 0.82% | -0.05% | +3.48% | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.81% | -0.06% | -2.41% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.04% | +1.47% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.02% | -11.41% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | +0.12% | +9.79% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.07% | +2.00% | |
| 44 | F | Ford Motor Co | Stock-Consumer Disc | 0.70% | -0.02% | +20.61% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.70% | +0.03% | -37.97% | |
| 46 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.38% | -7.65% | |
| 47 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.05% | +0.07% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.67% | +0.05% | +119.21% | |
| 49 | KR | Kroger Co | Stock-Consumer Staples | 0.67% | -0.10% | -36.33% | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.66% | -0.18% | +25.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | -2.09% | Trim |
| 2 | HSY | Hershey Co/the | +0.6% | +25.22% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -0.07% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.78% | Trim |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.4% | +0.51% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +14.48% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +119.21% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +1.80% | Trim |
| 9 | NVDA | Nvidia CORP | +0.3% | +2.00% | Add |
| 10 | F | Ford Motor Co | +0.2% | +20.61% | Add |
| 11 | APA | Apa CORP | +0.2% | +16.96% | Add |
| 12 | CVX | Chevron CORP | +0.2% | +80.20% | Add |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.14% | Trim |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.79% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | +26.37% | Add |
| 16 | TROW | T Rowe Price Group Inc | +0.1% | +27.28% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -2.73% | Trim |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +3.79% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | -4.35% | Trim |
| 20 | DG | Dollar General CORP | +0.1% | +0.25% | Add |
| 21 | TGT | Target CORP | +0.1% | +22.04% | Add |
| 22 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 23 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -11.53% | Trim |
| 24 | GLD | Spdr Gold Shares | +0.1% | -2.00% | Trim |
| 25 | AMZN | Amazon.com Inc | +0.1% | +1.47% | Add |
| 26 | CVS | Cvs Health CORP | +0.1% | +2.23% | Add |
| 27 | OEF | Ishares S&p 100 ETF | +0.1% | +54.27% | Add |
| 28 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +6.57% | Add |
| 29 | EL | Estee Lauder Companies-cl A | +0.1% | -14.36% | Trim |
| 30 | SCHA | Schwab US Small-cap ETF | +0.1% | +8.36% | Add |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +16.89% | Add |
| 32 | P | Everpure Inc-a | +0.1% | — | Trim |
| 33 | META | Meta Platforms Inc-class A | +0.1% | +2.15% | Add |
| 34 | ASML | ASML Holding N.V. | +0.1% | +48.81% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.70% | Add |
| 36 | TFC | Truist Financial CORP | +0.1% | +0.03% | Trim |
| 37 | QCOM | Qualcomm Inc | +0.1% | +0.07% | Add |
| 38 | KLAC | Kla CORP | +0.1% | +0.59% | Trim |
| 39 | PFE | Pfizer Inc | +0.1% | +2.46% | Add |
| 40 | MO | Altria Group Inc | 0% | +2.14% | Trim |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | -1.97% | Trim |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | -0.07% | Trim |
| 43 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 44 | FLIN | Franklin Ftse India ETF | 0% | +27.59% | Add |
| 45 | CCL1EUR | Carnival CORP LTD | 0% | +5.42% | Add |
| 46 | WFC | Wells Fargo & Co | 0% | +0.75% | Add |
| 47 | AMD | Advanced Micro Devices | 0% | -7.95% | Trim |
| 48 | GE | General Electric | 0% | — | Unchanged |
| 49 | JNJ | Johnson & Johnson | 0% | -2.10% | Trim |
| 50 | D | Dominion Energy Inc | 0% | -0.74% | Trim |
According to official SEC Form 13F filings, 1834 Investment Advisors Co reported a total U.S. public equity portfolio value of $882.6M across 204 disclosed positions in Q3 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 IVW, VGSH, VCSH) accounted for 19.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
ES
市值: $4.1M
Top Position Liquidated / Trimmed
CMA
前期市值: $4.2M
During Q3 2025, 1834 Investment Advisors Co's top holdings by market value included IVW (5.4%)、VGSH (5.1%)、VCSH (3.8%). The largest single position, IVW, represented 5.4% of total portfolio value.
In Q3 2025, 1834 Investment Advisors Co made 175 total portfolio adjustments, initiating 10 new buys, adding to 57 positions, trimming 96 holdings, and fully liquidating 12 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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