1834 Investment Advisors Co Top Holdings and 13F Report (2025) About 1834 Investment Advisors CoInvestment Activity1834 Investment Advisors Co has $789.85 million in total holdings as of December 31, 2024.1834 Investment Advisors Co owns shares of 210 different stocks, but just 59 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 8.42% of the portfolio was sold this quarter.This quarter, 1834 Investment Advisors Co has purchased 213 new stocks and bought additional shares in 31 stocks.1834 Investment Advisors Co sold shares of 128 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $45,987,055Vanguard Short-Term Treasury Index ETF $45,001,428iShares S&P 500 Value ETF $34,397,005Vanguard Short-Term Corporate Bond ETF $29,884,773Apple $27,617,740 Largest New Holdings this Quarter BLACKROCK INC $674,523 HoldingVanguard Russell 2000 ETF $613,966 HoldingKraft Heinz $469,618 HoldingEstée Lauder Companies $450,330 HoldingPALANTIR TECHNOLOGIES INC $325,588 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 13,518 shares (about $1.24M)Schwab US Small-Cap ETF 33,598 shares (about $868.84K)BLACKROCK INC 658 shares (about $674.52K)Vanguard Russell 2000 ETF 6,873 shares (about $613.97K)Vanguard Mortgage-Backed Securities ETF 12,757 shares (about $578.40K) Largest Sales this Quarter iShares Russell 1000 Growth ETF 7,704 shares (about $3.09M)iShares S&P Mid-Cap 400 Value ETF 22,846 shares (about $2.85M)iShares S&P 500 Growth ETF 25,558 shares (about $2.59M)iShares S&P 500 Value ETF 12,182 shares (about $2.33M)iShares S&P Mid-Cap 400 Growth ETF 23,513 shares (about $2.14M) Sector Allocation Over TimeMap of 500 Largest Holdings of1834 Investment Advisors Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVWiShares S&P 500 Growth ETF$45,987,055$2,594,901 ▼-5.3%452,9415.8%ETFVGSHVanguard Short-Term Treasury Index ETF$45,001,428$1,119,151 ▼-2.4%773,4865.7%ETFIVEiShares S&P 500 Value ETF$34,397,005$2,325,303 ▼-6.3%180,2024.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$29,884,773$678,141 ▼-2.2%383,0893.8%ETFAAPLApple$27,617,740$1,850,598 ▼-6.3%110,2863.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$25,338,152$1,270,592 ▼-4.8%315,6623.2%ETFMSFTMicrosoft$23,773,739$1,000,214 ▼-4.0%56,4033.0%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$23,476,372$1,185,346 ▼-4.8%404,7653.0%ETFVOOVanguard S&P 500 ETF$17,248,924$358,309 ▼-2.0%32,0132.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$17,106,179$2,854,841 ▼-14.3%136,8932.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$16,921,545$2,138,039 ▼-11.2%186,0942.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$14,808,765$1,937,081 ▼-11.6%289,5731.9%ETFTAT&T$12,553,495$581,865 ▼-4.4%551,3171.6%Computer and TechnologyKMIKinder Morgan$12,249,718$378,805 ▼-3.0%447,0701.6%Oils/EnergyVIRTVirtu Financial$10,234,714$1,358,197 ▼-11.7%286,8471.3%FinanceVMBSVanguard Mortgage-Backed Securities ETF$9,433,022$578,402 ▲6.5%208,0511.2%ETFVEAVanguard FTSE Developed Markets ETF$9,368,847$952,288 ▼-9.2%195,9191.2%ETFBMYBristol-Myers Squibb$9,241,513$594,898 ▼-6.0%163,3931.2%MedicalVZVerizon Communications$9,044,211$837,470 ▼-8.5%226,1621.1%Computer and TechnologyKRKroger$8,766,112$479,906 ▼-5.2%143,3541.1%Retail/WholesaleGOOGLAlphabet$8,695,710$342,255 ▼-3.8%45,9361.1%Computer and TechnologyTFCTruist Financial$8,498,012$511,927 ▼-5.7%195,8971.1%FinanceGLDSPDR Gold Shares$8,495,488$737,296 ▼-8.0%35,0861.1%FinanceAVGOBroadcom$8,363,744$178,051 ▼-2.1%36,0761.1%Computer and TechnologyMOAltria Group$8,200,039$660,754 ▼-7.5%156,8021.0%Consumer StaplesCTRACoterra Energy$8,119,930$844,071 ▼-9.4%317,9301.0%Oils/EnergySPYGSPDR Portfolio S&P 500 Growth ETF$8,109,069$103,019 ▲1.3%92,2531.0%ETFALLYAlly Financial$7,746,832$90,601 ▼-1.2%215,1301.0%FinancePFEPfizer$7,131,612$1,089,641 ▼-13.3%268,8130.9%MedicalLMTLockheed Martin$6,987,008$794,044 ▼-10.2%14,3780.9%AerospaceWECWEC Energy Group$6,926,542$770,849 ▼-10.0%73,6550.9%UtilitiesCSCOCisco Systems$6,830,222$409,369 ▼-5.7%115,3750.9%Computer and TechnologyMRKMerck & Co., Inc.$6,647,129$409,389 ▼-5.8%66,8140.8%MedicalJNJJohnson & Johnson$6,614,645$355,621 ▼-5.1%45,7380.8%MedicalCCICrown Castle$6,423,668$981,666 ▼-13.3%70,7760.8%FinanceFNFFidelity National Financial$6,197,351$399,605 ▼-6.1%110,3910.8%FinanceJPMJPMorgan Chase & Co.$6,175,038$386,419 ▼-5.9%25,7600.8%FinanceAMZNAmazon.com$6,138,752$80,516 ▲1.3%27,9810.8%Retail/WholesaleIVViShares Core S&P 500 ETF$6,059,677$802,934 ▼-11.7%10,2940.8%ETFDDominion Energy$5,971,065$396,462 ▼-6.2%110,8630.8%UtilitiesSDYSPDR S&P Dividend ETF$5,891,930$144,650 ▼-2.4%44,6020.7%ETFCNHICNH Industrial$5,753,374$550,457 ▲10.6%507,8000.7%IndustrialsCMAComerica$5,663,911$666,594 ▼-10.5%91,5700.7%FinanceUNHUnitedHealth Group$5,434,759$258,991 ▼-4.5%10,7440.7%MedicalCVSCVS Health$5,207,385$887,836 ▼-14.6%116,0030.7%MedicalWUWestern Union$5,120,935$607,179 ▼-10.6%483,1070.6%Business ServicesDGDollar General$4,931,106$134,277 ▼-2.7%65,0370.6%Retail/WholesaleCCitigroup$4,916,812$544,115 ▲12.4%69,8510.6%FinanceAPAAPA$4,838,581$310,792 ▼-6.0%209,5530.6%Oils/EnergyQCOMQUALCOMM$4,730,167$285,736 ▼-5.7%30,7910.6%Computer and TechnologyCVXChevron$4,344,733$639,174 ▼-12.8%29,9970.6%Oils/EnergyPGProcter & Gamble$4,289,493$6,538 ▼-0.2%25,5860.5%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$4,186,729$686,312 ▼-14.1%38,5480.5%ETFIJTiShares S&P Small-Cap 600 Growth ETF$4,102,736$827,234 ▼-16.8%30,3080.5%ETFPSAPublic Storage$4,013,263$384,768 ▼-8.7%13,4030.5%FinanceVWOVanguard FTSE Emerging Markets ETF$3,840,387$824,475 ▼-17.7%87,2020.5%ETFNVDANVIDIA$3,835,323$197,809 ▲5.4%28,5600.5%Computer and TechnologyDOWDOW$3,804,893$452,065 ▼-10.6%94,8140.5%Basic MaterialsCAGConagra Brands$3,741,588$515,512 ▼-12.1%134,8320.5%Consumer StaplesTXNTexas Instruments$3,648,896$215,071 ▼-5.6%19,4600.5%Computer and TechnologyCUBECubeSmart$3,614,569$425,758 ▼-10.5%84,3540.5%FinanceIWOiShares Russell 2000 Growth ETF$3,355,406$1,151 ▼0.0%11,6580.4%ETFTGTTarget$3,127,833$272,391 ▼-8.0%23,1380.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,125,434$1,758 ▼-0.1%5,3330.4%FinanceEFAiShares MSCI EAFE ETF$3,067,120$376,840 ▼-10.9%40,5650.4%FinanceBBYBest Buy$2,981,121$777,262 ▼-20.7%34,7450.4%Retail/WholesaleJHGJanus Henderson Group$2,967,063$1,079,071 ▼-26.7%69,7640.4%FinanceTROWT. Rowe Price Group$2,957,078$146,338 ▼-4.7%26,1480.4%FinanceFFord Motor$2,819,293$102,406 ▲3.8%284,7770.4%Auto/Tires/TrucksXLKTechnology Select Sector SPDR Fund$2,773,732$19,067 ▼-0.7%11,9290.4%ETFXOMExxon Mobil$2,746,222$232,778 ▼-7.8%25,5300.3%Oils/EnergyLLYEli Lilly and Company$2,703,020$28,567 ▼-1.0%3,5010.3%MedicalTSNTyson Foods$2,528,107$22,172 ▼-0.9%44,0130.3%Consumer StaplesWSMWilliams-Sonoma$2,485,672$399,063 ▼-13.8%13,4230.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,422,177$11,652 ▼-0.5%38,8730.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,402,173$1,235,968 ▲106.0%26,2730.3%ETFHDHome Depot$2,316,436$82,466 ▼-3.4%5,9550.3%Retail/WholesalePMPhilip Morris International$2,305,425$116,499 ▼-4.8%19,1560.3%Consumer StaplesWTMWhite Mountains Insurance Group$2,287,8890.0%1,1760.3%FinanceIWFiShares Russell 1000 Growth ETF$2,207,379$3,093,623 ▼-58.4%5,4970.3%ETFUNPUnion Pacific$2,153,824$7,297 ▼-0.3%9,4450.3%TransportationSCHASchwab US Small-Cap ETF$2,026,985$868,845 ▲75.0%78,3830.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,025,427$14,240 ▼-0.7%3,5560.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,928,580$567,813 ▼-22.7%18,2800.2%ETFIWMiShares Russell 2000 ETF$1,864,963$17,235 ▼-0.9%8,4400.2%FinanceMETAMeta Platforms$1,777,609$14,638 ▲0.8%3,0360.2%Computer and TechnologyFAFFirst American Financial$1,725,655$122,820 ▼-6.6%27,6370.2%FinanceSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,709,684$204,869 ▲13.6%40,1240.2%ETFABBVAbbVie$1,684,482$99,871 ▼-5.6%9,4790.2%MedicalVVisa$1,660,791$88,807 ▼-5.1%5,2550.2%Business ServicesXLVHealth Care Select Sector SPDR Fund$1,658,407$62,044 ▼-3.6%12,0550.2%ETFVNQVanguard Real Estate ETF$1,493,5160.0%16,7660.2%ETFVBKVanguard Small-Cap Growth ETF$1,431,109$122,666 ▼-7.9%5,1100.2%ETFVBRVanguard Small-Cap Value ETF$1,408,085$154,384 ▼-9.9%7,1050.2%ETFPSTGPure Storage$1,397,8400.0%22,7550.2%Computer and TechnologyCOSTCostco Wholesale$1,389,982$36,651 ▲2.7%1,5170.2%Retail/WholesaleWFCWells Fargo & Company$1,376,143$162,816 ▼-10.6%19,5920.2%FinanceORCLOracle$1,328,954$16,664 ▼-1.2%7,9750.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,328,833$22,468 ▲1.7%11,5330.2%ETFVOEVanguard Mid-Cap Value ETF$1,287,043$41,090 ▲3.3%7,9560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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