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:

Search and click to pin securities to the top

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78464A409

SPYG|78464A409

Shares:116.3K

Value:$9.3M

% of Portfolio:1.2% ($9.3M/$766.5M)

KROGER CO

KR|501044101

Shares:137.2K

Value:$9.3M

% of Portfolio:1.2% ($9.3M/$766.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:30.9K

Value:$8.9M

% of Portfolio:1.2% ($8.9M/$766.5M)

Virtu Financial, Inc.

VIRT|928254101

Shares:229.3K

Value:$8.7M

% of Portfolio:1.1% ($8.7M/$766.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:139.2K

Value:$8.4M

% of Portfolio:1.1% ($8.4M/$766.5M)

CVS HEALTH Corp

CVS|126650100

Shares:121.4K

Value:$8.2M

% of Portfolio:1.1% ($8.2M/$766.5M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:188.2K

Value:$7.7M

% of Portfolio:1.0% ($7.7M/$766.5M)

N20944109

Shares:608.6K

Value:$7.5M

% of Portfolio:1.0% ($7.5M/$766.5M)

CROWN CASTLE INC.

CCI|22822V101

Shares:69.5K

Value:$7.2M

% of Portfolio:0.9% ($7.2M/$766.5M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:43.5K

Value:$7.2M

% of Portfolio:0.9% ($7.2M/$766.5M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:108.1K

Value:$7.0M

% of Portfolio:0.9% ($7.0M/$766.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:45.1K

Value:$7.0M

% of Portfolio:0.9% ($7.0M/$766.5M)

PFIZER INC

PFE|717081103

Shares:274.4K

Value:$7.0M

% of Portfolio:0.9% ($7.0M/$766.5M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:60.7K

Value:$6.6M

% of Portfolio:0.9% ($6.6M/$766.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:106.6K

Value:$6.6M

% of Portfolio:0.9% ($6.6M/$766.5M)

Merck & Co., Inc.

MRK|58933Y105

Shares:70.1K

Value:$6.3M

% of Portfolio:0.8% ($6.3M/$766.5M)

DOMINION ENERGY, INC

D|25746U109

Shares:111.9K

Value:$6.3M

% of Portfolio:0.8% ($6.3M/$766.5M)

Western Union CO

WU|959802109

Shares:571.9K

Value:$6.1M

% of Portfolio:0.8% ($6.1M/$766.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:24.4K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$766.5M)

APA Corp

APA|03743Q108

Shares:280.3K

Value:$5.9M

% of Portfolio:0.8% ($5.9M/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYGcusip78464A409)	116.3K	QoQ +26.09% (+24.1K) YoY +54.94% (+41.3K)	All Managers (Combined)	$9.3M	1.2% ($9.3M/$766.5M)	QoQ +15.29% (+$1.2M) YoY +70.23% (+$3.9M)
KROGER CO(KRcusip501044101)	137.2K	QoQ -4.26% (-6.1K) YoY +13.17% (+16.0K)	All Managers (Combined)	$9.3M	1.2% ($9.3M/$766.5M)	QoQ +5.97% (-$523.4K) YoY +34.09% (+$2.4M)
SPDR GOLD TRUST(GLDcusip78463V107)	30.9K	QoQ -11.97% (-4.2K) YoY -30.23% (-13.4K)	All Managers (Combined)	$8.9M	1.2% ($8.9M/$766.5M)	QoQ +4.75% (-$403.9K) YoY -2.29% (-$208.6K)
Virtu Financial, Inc.(VIRTcusip928254101)	229.3K	QoQ -20.04% (-57.5K) YoY -35.06% (-123.8K)	All Managers (Combined)	$8.7M	1.1% ($8.7M/$766.5M)	QoQ -14.57% (-$1.5M) YoY +20.63% (-$1.5M)
ALTRIA GROUP, INC.(MOcusip02209S103)	139.2K	QoQ -11.20% (-17.6K) YoY -24.91% (-46.2K)	All Managers (Combined)	$8.4M	1.1% ($8.4M/$766.5M)	QoQ +1.92% (-$157.8K) YoY +3.32% (-$268.9K)
CVS HEALTH Corp(CVScusip126650100)	121.4K	QoQ +4.68% (+5.4K) YoY +9.73% (-10.8K)	All Managers (Combined)	$8.2M	1.1% ($8.2M/$766.5M)	QoQ +57.99% (+$3.0M) YoY -6.78% (-$599.2K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	188.2K	QoQ -3.93% (-7.7K) YoY -6.84% (-13.8K)	All Managers (Combined)	$7.7M	1.0% ($7.7M/$766.5M)	QoQ -8.86% (-$753.7K) YoY -1.66% (-$131.1K)
(cusipN20944109)✕	608.6K	QoQ +19.84% (+100.8K) YoY NEW(+608.6K)	All Managers (Combined)	$7.5M	1.0% ($7.5M/$766.5M)	QoQ +29.89% (+$1.7M) YoY NEW(+$7.5M)
CROWN CASTLE INC.(CCIcusip22822V101)	69.5K	QoQ -1.74% (-1.2K) YoY +0.36% (-255)	All Managers (Combined)	$7.2M	0.9% ($7.2M/$766.5M)	QoQ +12.83% (-$824.4K) YoY -1.14% (-$84.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	43.5K	QoQ -4.93% (-2.3K) YoY -18.69% (-10.0K)	All Managers (Combined)	$7.2M	0.9% ($7.2M/$766.5M)	QoQ +9.01% (-$596.3K) YoY -14.76% (-$1.2M)
Fidelity National Financial, Inc.(FNFcusip31620R303)	108.1K	QoQ -2.11% (-2.3K) YoY +17.39% (+16.0K)	All Managers (Combined)	$7.0M	0.9% ($7.0M/$766.5M)	QoQ +13.47% (-$835.1K) YoY +43.88% (+$2.1M)
Alphabet Inc.(GOOGLcusip02079K305)	45.1K	QoQ -1.74% (-800) YoY -10.76% (-5.4K)	All Managers (Combined)	$7.0M	0.9% ($7.0M/$766.5M)	QoQ -19.73% (-$1.7M) YoY -8.57% (-$654.5K)
PFIZER INC(PFEcusip717081103)	274.4K	QoQ +2.08% (-5.6K) YoY -10.10% (-30.9K)	All Managers (Combined)	$7.0M	0.9% ($7.0M/$766.5M)	QoQ -2.49% (-$178.2K) YoY -17.91% (-$1.5M)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	60.7K	QoQ -17.61% (-13.0K) YoY -14.16% (-10.0K)	All Managers (Combined)	$6.6M	0.9% ($6.6M/$766.5M)	QoQ -4.53% (-$313.9K) YoY +13.91% (-$807.7K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	106.6K	QoQ -7.62% (-8.8K) YoY -24.28% (-34.2K)	All Managers (Combined)	$6.6M	0.9% ($6.6M/$766.5M)	QoQ -3.70% (-$253.2K) YoY -6.38% (-$448.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	70.1K	QoQ +4.92% (-3.3K) YoY -5.06% (-3.7K)	All Managers (Combined)	$6.3M	0.8% ($6.3M/$766.5M)	QoQ -5.32% (-$353.9K) YoY -35.41% (-$3.5M)
DOMINION ENERGY, INC(Dcusip25746U109)	111.9K	QoQ +0.92% (+1.0K) YoY +9.69% (+9.9K)	All Managers (Combined)	$6.3M	0.8% ($6.3M/$766.5M)	QoQ +5.06% (+$302.6K) YoY +25.03% (+$1.3M)
Western Union CO(WUcusip959802109)	571.9K	QoQ +18.37% (+88.8K) YoY +66.24% (+227.9K)	All Managers (Combined)	$6.1M	0.8% ($6.1M/$766.5M)	QoQ +18.15% (+$929.5K) YoY +25.81% (+$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	24.4K	QoQ -5.12% (-1.3K) YoY -19.50% (-5.9K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$766.5M)	QoQ -2.91% (-$179.9K) YoY -1.41% (-$86.1K)
APA Corp(APAcusip03743Q108)	280.3K	QoQ +33.75% (+70.7K) YoY NEW(+280.3K)	All Managers (Combined)	$5.9M	0.8% ($5.9M/$766.5M)	QoQ +21.76% (+$1.1M) YoY NEW(+$5.9M)