1834 Investment Advisors Co Top Holdings and 13F Report (2025) About 1834 Investment Advisors CoInvestment Activity1834 Investment Advisors Co has $789.82 million in total holdings as of June 30, 2025.1834 Investment Advisors Co owns shares of 205 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 1.69% of the portfolio was purchased this quarter.About 4.29% of the portfolio was sold this quarter.This quarter, 1834 Investment Advisors Co has purchased 206 new stocks and bought additional shares in 63 stocks.1834 Investment Advisors Co sold shares of 89 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 500 Growth ETF $45,042,993Vanguard Short-Term Treasury ETF $41,779,838iShares S&P 500 Value ETF $31,973,979Vanguard Short-Term Corporate Bond ETF $30,337,439Vanguard Intermediate-Term Corporate Bond ETF $25,667,930 Largest New Holdings this Quarter 30040W108 - Eversource Energy $2,347,006 Holding60871R209 - Molson Coors Beverage $568,953 Holding36828A101 - GE VERNOVA INC $305,320 Holding Largest Purchases this Quarter Hershey 21,076 shares (about $3.50M)Eversource Energy 36,891 shares (about $2.35M)Target 7,545 shares (about $744.32K)SPDR Portfolio S&P 500 Growth ETF 6,816 shares (about $649.70K)Molson Coors Beverage 11,831 shares (about $568.95K) Largest Sales this Quarter iShares S&P 500 Growth ETF 31,430 shares (about $3.46M)Microsoft 4,255 shares (about $2.12M)iShares S&P 500 Value ETF 8,716 shares (about $1.70M)Vanguard Intermediate-Term Corporate Bond ETF 18,509 shares (about $1.53M)Vanguard Short-Term Treasury ETF 25,201 shares (about $1.48M) 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$45,042,993$3,460,442 ▼-7.1%409,1105.7%ETFVGSHVanguard Short-Term Treasury ETF$41,779,838$1,481,315 ▼-3.4%710,7835.3%ETFIVEiShares S&P 500 Value ETF$31,973,979$1,703,278 ▼-5.1%163,6174.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$30,337,439$1,471,704 ▼-4.6%381,6033.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$25,667,930$1,534,764 ▼-5.6%309,5513.2%ETFMSFTMicrosoft$25,333,743$2,116,492 ▼-7.7%50,9313.2%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$22,377,375$1,301,526 ▼-5.5%374,1412.8%ETFAAPLApple$20,833,262$393,313 ▼-1.9%101,5412.6%Computer and TechnologyVOOVanguard S&P 500 ETF$20,400,686$549,865 ▼-2.6%35,9142.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,822,122$221,712 ▼-1.4%302,2952.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$15,121,709$725,111 ▼-4.6%166,2091.9%ETFTAT&T$14,024,625$1,177,541 ▼-7.7%484,6101.8%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$13,835,220$982,457 ▼-6.6%111,9541.8%ETFVMBSVanguard Mortgage-Backed Securities ETF$11,747,318$203,432 ▲1.8%253,5031.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,737,833$649,703 ▲5.9%123,1411.5%ETFVEAVanguard FTSE Developed Markets ETF$11,604,329$3,991 ▲0.0%203,5491.5%ETFKMIKinder Morgan$11,395,970$1,178,293 ▼-9.4%387,6181.4%EnergyAVGOBroadcom$9,585,248$91,792 ▼-0.9%34,7731.2%Computer and TechnologyVIRTVirtu Financial$9,464,970$807,608 ▼-7.9%211,3191.2%FinanceVZVerizon Communications$9,278,254$188,527 ▼-2.0%214,4271.2%Computer and TechnologyALLYAlly Financial$9,274,112$782,350 ▼-7.8%238,1031.2%FinanceKRKroger$9,112,728$731,216 ▼-7.4%127,0421.2%Retail/WholesaleGLDSPDR Gold Shares$8,843,872$570,956 ▼-6.1%29,0121.1%FinanceCTRACoterra Energy$8,830,949$342,275 ▲4.0%347,9491.1%EnergyCVSCVS Health$8,328,817$48,079 ▼-0.6%120,7421.1%MedicalTFCTruist Financial$8,087,408$3,181 ▼0.0%188,1231.0%FinanceCNH INDL N V$7,939,478$52,307 ▲0.7%612,6141.0%SHSMOAltria Group$7,904,227$260,110 ▼-3.2%134,8011.0%Consumer StaplesGOOGLAlphabet$7,891,690$62,561 ▼-0.8%44,7811.0%Computer and TechnologyCCitigroup$7,685,656$125,807 ▼-1.6%90,2921.0%Financial ServicesDGDollar General$7,639,898$31,683 ▲0.4%66,7941.0%Retail/WholesaleBMYBristol Myers Squibb$7,290,537$59,853 ▼-0.8%157,4970.9%MedicalCSCOCisco Systems$7,283,756$110,730 ▼-1.5%104,9840.9%Computer and TechnologyPFEPfizer$7,217,817$566,246 ▲8.5%297,7650.9%MedicalCCICrown Castle$7,115,770$27,942 ▼-0.4%69,2670.9%FinanceJPMJPMorgan Chase & Co.$7,050,320$35,079 ▼-0.5%24,3190.9%FinanceJNJJohnson & Johnson$6,513,486$128,464 ▼-1.9%42,6410.8%MedicalDDominion Energy$6,298,175$25,773 ▼-0.4%111,4330.8%UtilitiesAMZNAmazon.com$6,265,998$59,674 ▲1.0%28,5610.8%Retail/WholesaleIVViShares Core S&P 500 ETF$6,165,952$117,346 ▼-1.9%9,9310.8%ETFWECWEC Energy Group$6,140,374$182,245 ▼-2.9%58,9290.8%UtilitiesMRKMerck & Co., Inc.$6,111,149$561,129 ▲10.1%77,1940.8%MedicalFNFFidelity National Financial$5,967,587$90,144 ▼-1.5%106,4500.8%FinanceLMTLockheed Martin$5,669,557$167,651 ▼-2.9%12,2420.7%AerospaceQCOMQUALCOMM$5,323,321$339,546 ▲6.8%33,4250.7%Computer and TechnologyAPAAPA$5,145,734$19,314 ▲0.4%281,3410.7%EnergyWUWestern Union$4,838,562$23,366 ▲0.5%574,6510.6%Business ServicesSDYSPDR S&P Dividend ETF$4,823,678$1,029,913 ▼-17.6%35,5390.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,801,523$46,987 ▼-1.0%97,0790.6%ETFNVDANVIDIA$4,752,498$134,134 ▲2.9%30,0810.6%Computer and TechnologyTXNTexas Instruments$4,360,797$246,442 ▲6.0%21,0040.6%Computer and TechnologyFFord Motor$4,285,718$319,793 ▲8.1%394,9970.5%Auto/Tires/TrucksHSYHershey$3,814,737$3,497,603 ▲1,102.9%22,9870.5%Consumer StaplesIJTiShares S&P Small-Cap 600 Growth ETF$3,805,745$100,312 ▼-2.6%28,6060.5%ETFELEstee Lauder Companies$3,551,564$281,669 ▲8.6%43,9550.4%Consumer StaplesPGProcter & Gamble$3,540,728$21,030 ▼-0.6%22,2240.4%Consumer StaplesIJSiShares S&P Small-Cap 600 Value ETF$3,537,842$152,517 ▼-4.1%35,5600.4%ETFEFAiShares MSCI EAFE ETF$3,497,831$626 ▲0.0%39,1300.4%FinanceSPYSPDR S&P 500 ETF Trust$3,405,245$1,297,589 ▼-27.6%5,5110.4%FinanceTGTTarget$3,302,436$744,321 ▲29.1%33,4760.4%Retail/WholesalePSAPublic Storage$3,149,148$375,269 ▼-10.6%10,7330.4%FinanceTSNTyson Foods$3,131,634$193,664 ▲6.6%55,9820.4%Consumer StaplesUNHUnitedHealth Group$3,071,667$97,335 ▼-3.1%9,8460.4%MedicalCUBECubeSmart$2,976,870$168,555 ▼-5.4%70,0440.4%FinanceXLKTechnology Select Sector SPDR Fund$2,973,9750.0%11,7440.4%ETFIWOiShares Russell 2000 Growth ETF$2,953,792$310,158 ▼-9.5%10,3330.4%ETFPMPhilip Morris International$2,950,871$83,233 ▼-2.7%16,2020.4%Consumer StaplesTROWT. Rowe Price Group$2,833,723$160,480 ▲6.0%29,3650.4%FinanceCAGConagra Brands$2,773,624$60,509 ▼-2.1%135,4970.4%Consumer StaplesLLYEli Lilly and Company$2,624,1480.0%3,3660.3%MedicalCVXChevron$2,549,802$298,983 ▼-10.5%17,8070.3%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,493,988$218,962 ▲9.6%27,1880.3%ETFMETAMeta Platforms$2,466,697$45,023 ▲1.9%3,3420.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,411,896$4,093 ▼-0.2%38,8890.3%ETFSCHASchwab US Small-Cap ETF$2,390,344$1,164 ▲0.0%94,4800.3%ETFESEversource Energy$2,347,006$2,347,006 ▲New Holding36,8910.3%UtilitiesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,330,510$203,837 ▲9.6%54,0220.3%ETFXOMExxon Mobil$2,293,875$48,294 ▼-2.1%21,2790.3%EnergyDOWDOW$2,189,446$104,517 ▼-4.6%82,6830.3%Basic MaterialsHDHome Depot$2,146,6780.0%5,8550.3%Retail/WholesaleWTMWhite Mountains Insurance Group$2,112,2270.0%1,1760.3%FinanceUNPUnion Pacific$2,100,554$460 ▲0.0%9,1300.3%TransportationBBYBest Buy$2,071,431$19,870 ▼-1.0%30,8570.3%Retail/WholesaleMDYSPDR S&P MidCap 400 ETF Trust$2,005,9060.0%3,5410.3%ETFVVisa$1,945,674$3,195 ▲0.2%5,4800.2%Business ServicesIWFiShares Russell 1000 Growth ETF$1,918,140$42,880 ▼-2.2%4,5180.2%ETFIWMiShares Russell 2000 ETF$1,798,453$13,164 ▼-0.7%8,3340.2%FinanceFAFFirst American Financial$1,513,817$32,107 ▼-2.1%24,6590.2%FinanceORCLOracle$1,506,3610.0%6,8900.2%Computer and TechnologyVNQVanguard Real Estate ETF$1,489,3510.0%16,7230.2%ETFWFCWells Fargo & Company$1,444,244$18,508 ▲1.3%18,0260.2%FinanceVBRVanguard Small-Cap Value ETF$1,372,503$38,613 ▼-2.7%7,0380.2%ETFKLACKLA$1,367,795$22,394 ▼-1.6%1,5270.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$1,359,762$122,929 ▼-8.3%10,0880.2%ETFCOSTCostco Wholesale$1,351,269$47,517 ▼-3.4%1,3650.2%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$1,321,007$58,158 ▼-4.2%4,7700.2%ETFVTEBVanguard Tax-Exempt Bond ETF$1,308,513$170,526 ▲15.0%26,6880.2%ETFVOEVanguard Mid-Cap Value ETF$1,308,115$3,947 ▼-0.3%7,9540.2%ETFWSMWilliams-Sonoma$1,305,980$101,780 ▼-7.2%7,9940.2%Retail/WholesaleFTNTFortinet$1,303,740$37,319 ▲2.9%12,3320.2%Computer and TechnologyShowing 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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