1834-Investment-Advisors-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "TROW",
  "MOS",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  "GOOGL",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "KMX",
  "SAN",
  "BSX",
  "CCI",
  "COF",
  "DUK",
  "D",
  "EOG",
  null,
  "HON",
  "HD",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "EMXC",
  "LEN",
  "EMR",
  "META",
  null,
  "IVW",
  "IJH",
  "KMI",
  "APA",
  "MSFT",
  "MDLZ",
  "MS",
  "GE",
  "NI",
  "HES",
  "HSY",
  "DG",
  "IJR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "VGIT",
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  null,
  "IJK",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  null,
  "SHW",
  "SLB",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  null,
  "STLD",
  "SYK",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "TSN",
  "UAL",
  "VNQ",
  "VOE",
  "IVOO",
  "VWO",
  null,
  "VCIT",
  "IWO",
  "IWN",
  "TSM",
  "GPN",
  null,
  "VTR",
  "EW",
  null,
  "ALB",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "IWR",
  "EFX",
  "AEP",
  "FBIZ",
  "AMZN",
  null,
  "IVE",
  null,
  "HII",
  "FAF",
  "VGT",
  "VEA",
  null,
  null,
  "VTWO",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VIRT",
  "WBD",
  "WMT",
  "WU",
  "WFC",
  "WTM",
  "WSM",
  null,
  "FNF",
  null,
  "SCHA",
  "SO",
  "CRM",
  "RPRX",
  "SYY",
  "LYB",
  null,
  "SPYV",
  "PSA",
  "ALLY",
  "ADP",
  "BAC",
  "BBWI",
  "BK",
  "BRK-A",
  "BRK-B",
  "BBY",
  "BMY",
  "CCL",
  "CBOE",
  "CVX",
  "CSCO",
  "C",
  null,
  "CMA",
  "CAG",
  "COP",
  "CTRA",
  "COST",
  "CVS",
  "CUBE",
  "DHR",
  "DE",
  "IJT",
  "IJJ",
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 206
Total Value: 766544911
Accession Number: 0001172661-25-001635
Form Type: 13F-HR
CIK: 1834-investment-advisors-co
Manager Name: 1834-Investment-Advisors-Co

Data Enrichment

88% identified

181 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

206 positions • $766.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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Palantir Technologies Inc.

PLTR|69608A108

Shares:2.5K

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$766.5M)

DEERE & CO

DE|244199105

Shares:455

Value:$213.6K

% of Portfolio:0.0% ($213.6K/$766.5M)

Duke Energy CORP

DUK|26441C204

Shares:1.7K

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$766.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:415

Value:$194.6K

% of Portfolio:0.0% ($194.6K/$766.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:—

Value:$146.1K

% of Portfolio:0.0% ($146.1K/$766.5M)

CITIGROUP INC

C|172967424

Shares:—

Value:$71.0K

% of Portfolio:0.0% ($71.0K/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	2.5K	QoQ -40.92% (-1.8K) YoY NEW(+2.5K)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$766.5M)	QoQ -34.07% (-$111.0K) YoY NEW(+$214.6K)
DEERE & CO(DEcusip244199105)	455	QoQ NEW(+455) YoY NEW(+455)	All Managers (Combined)	$213.6K	0.0% ($213.6K/$766.5M)	QoQ NEW(+$213.6K) YoY NEW(+$213.6K)
Duke Energy CORP(DUKcusip26441C204)	1.7K	QoQ NEW(+1.7K) YoY -27.25% (-637)	All Managers (Combined)	$207.3K	0.0% ($207.3K/$766.5M)	QoQ NEW(+$207.3K) YoY -8.25% (-$18.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	415	QoQ NEW(+415) YoY -64.06% (-740)	All Managers (Combined)	$194.6K	0.0% ($194.6K/$766.5M)	QoQ NEW(+$194.6K) YoY -62.05% (-$318.2K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	—	QoQ - YoY -	All Managers (Combined)	$146.1K	0.0% ($146.1K/$766.5M)	QoQ -59.14% (-$211.4K) YoY -85.46% (-$859.0K)
CITIGROUP INC(Ccusip172967424)	—	QoQ - YoY -	All Managers (Combined)	$71.0K	0.0% ($71.0K/$766.5M)	QoQ -98.55% (-$4.8M) YoY -96.91% (-$2.2M)