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CIK: 0001138486
Total reported value
$882.6M
$882.6M
204 檔
19.3%
At the close of Q4 2025, 1834 Investment Advisors Co disclosed equity holdings valued at approximately $882.6M, spread across 204 reported holdings.
In Q4 2025, 1834 Investment Advisors Co adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 10 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 | 5.41% | +0.39% | -3.31% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.03% | -0.64% | -3.97% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.08% | -0.16% | +4.33% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.68% | -0.33% | -6.86% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.17% | +0.09% | -6.04% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.06% | -0.20% | -6.55% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.13% | -4.09% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.85% | +0.58% | -0.92% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.63% | -0.04% | -6.63% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.15% | +0.28% | -4.03% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.87% | +0.10% | -2.72% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.85% | +0.33% | +1.03% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +0.23% | -3.48% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.65% | +0.62% | -0.11% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.64% | — | -4.54% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.63% | -0.06% | +2.19% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.45% | +0.16% | -1.81% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.37% | -0.34% | -2.90% | |
| 19 | T | At&t Inc | Stock-Comm Services | 1.29% | -0.52% | -8.82% | |
| 20 | CVS | Cvs Health CORP | Stock-Healthcare | 1.18% | +0.24% | -4.36% | |
| 21 | TFC | Truist Financial CORP | Stock-Financials | 1.14% | -0.02% | -2.20% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.10% | -0.08% | +4.83% | |
| 23 | CTRA | Coterra Energy Inc | Stock-Energy | 1.09% | -1.49% | EXIT | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.09% | -0.17% | +0.61% | |
| 25 | APA | Apa CORP | Stock-Energy | 1.06% | -0.83% | +5.40% | |
| 26 | DG | Dollar General CORP | Stock-Consumer Staples | 1.06% | -0.13% | -5.13% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.03% | -0.14% | -5.25% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.39% | -7.76% | |
| 29 | MO | Altria Group Inc | Stock-Consumer Staples | 0.98% | -0.02% | -1.13% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.02% | -2.48% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.87% | -0.15% | -15.31% | |
| 32 | PFE | Pfizer Inc | Stock-Healthcare | 0.87% | -0.22% | -8.79% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.04% | -1.66% | |
| 34 | F | Ford Motor Co | Stock-Consumer Disc | 0.79% | -0.02% | +0.33% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | +0.05% | +10.39% | |
| 36 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.74% | -0.06% | -2.23% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | -1.93% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.34% | +20.38% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.73% | +0.12% | +2.10% | |
| 40 | FNF | Fidelity National Financial | Stock-Financials | 0.73% | -0.05% | -3.01% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.05% | -0.88% | |
| 42 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.68% | -0.18% | +4.00% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | +0.07% | -5.14% | |
| 44 | CNH | CNH Industrial N.V. | Stock-Industrials | 0.68% | -0.17% | -7.12% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.38% | -6.50% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.63% | +0.03% | -23.32% | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.61% | -0.11% | -24.84% | |
| 48 | ALLY | Ally Financial Inc | Stock-Financials | 0.57% | -0.05% | -52.28% | |
| 49 | WU | Western Union Co | Stock-Financials | 0.57% | -0.07% | -12.11% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.56% | +0.10% | -3.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USB | US Bancorp | +0.4% | +319.72% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | -3.48% | Trim |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +4.83% | Add |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +4.33% | Add |
| 5 | DG | Dollar General CORP | +0.2% | -5.13% | Trim |
| 6 | BMY | Bristol-myers Squibb Co | +0.2% | +0.61% | Add |
| 7 | DOC | Healthpeak Properties Inc | +0.1% | +326.95% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | -1.72% | Trim |
| 9 | CVX | Chevron CORP | +0.1% | +20.38% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | -2.90% | Trim |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.03% | Add |
| 12 | O | Realty Income CORP | +0.1% | +86.73% | Add |
| 13 | LYB | LyondellBasell Industries N.V. | +0.1% | +127.54% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.92% | Trim |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +66.31% | Add |
| 16 | F | Ford Motor Co | +0.1% | +0.33% | Add |
| 17 | TGT | Target CORP | +0.1% | +6.06% | Add |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +10.39% | Add |
| 19 | CAG | Conagra Brands Inc | +0.1% | +24.36% | Add |
| 20 | APA | Apa CORP | +0.1% | +5.40% | Add |
| 21 | TFC | Truist Financial CORP | +0.1% | -2.20% | Trim |
| 22 | JNJ | Johnson & Johnson | +0.1% | -5.25% | Trim |
| 23 | AAPL | Apple Inc | +0.1% | -6.04% | Trim |
| 24 | WTM | White Mountains Insurance Group, Ltd. | +0.1% | — | Unchanged |
| 25 | AVGO | Broadcom Inc | +0.1% | -1.81% | Trim |
| 26 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +2.19% | Add |
| 27 | CTRA | Coterra Energy Inc | +0.1% | -6.87% | Trim |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.11% | Trim |
| 29 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -3.31% | Trim |
| 30 | ES | Eversource Energy | +0.1% | +13.71% | Add |
| 31 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +28.64% | Add |
| 32 | AMZN | Amazon.com Inc | +0.1% | -1.66% | Trim |
| 33 | ALB | Albemarle CORP | 0% | -0.12% | Trim |
| 34 | CVS | Cvs Health CORP | 0% | -4.36% | Trim |
| 35 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 36 | WU | Western Union Co | 0% | -12.11% | Trim |
| 37 | QCOM | Qualcomm Inc | 0% | -0.88% | Trim |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | -4.03% | Trim |
| 39 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 40 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 41 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 42 | TMO | Thermo Fisher Scientific Inc | 0% | -2.90% | Trim |
| 43 | STLD | Steel Dynamics Inc | 0% | — | Unchanged |
| 44 | WFC | Wells Fargo & Co | 0% | -2.84% | Trim |
| 45 | HII | Huntington Ingalls Industrie | 0% | -1.78% | Trim |
| 46 | XLV | Ss Health Care Select Sector | 0% | -1.82% | Trim |
| 47 | KLAC | Kla CORP | 0% | -5.27% | Trim |
| 48 | CRM | Salesforce Inc | 0% | +1.13% | Add |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.10% | Add |
| 50 | OEF | Ishares S&p 100 ETF | 0% | +2.43% | 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 204 disclosed positions in Q4 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 19.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
UBSI
市值: $3.7M
Top Position Liquidated / Trimmed
DOW
前期市值: $1.8M
During Q4 2025, 1834 Investment Advisors Co's top holdings by market value included IVW (5.4%)、VGSH (5.0%)、VCSH (4.1%). The largest single position, IVW, represented 5.4% of total portfolio value.
In Q4 2025, 1834 Investment Advisors Co made 173 total portfolio adjustments, initiating 10 new buys, adding to 34 positions, trimming 119 holdings, and fully liquidating 10 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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