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

Page 3 of 11

Sort by:

Broadcom Inc.

AVGO|11135F101

Shares:35.1K

Value:$5.9M

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

78464A763

SDY|78464A763

Shares:43.1K

Value:$5.9M

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

DOLLAR GENERAL CORP

DG|256677105

Shares:66.5K

Value:$5.8M

% of Portfolio:0.8% ($5.8M/$766.5M)

464287200

IVV|464287200

Shares:10.1K

Value:$5.7M

% of Portfolio:0.7% ($5.7M/$766.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:12.6K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$766.5M)

AMAZON COM INC

AMZN|023135106

Shares:28.3K

Value:$5.4M

% of Portfolio:0.7% ($5.4M/$766.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:10.2K

Value:$5.3M

% of Portfolio:0.7% ($5.3M/$766.5M)

QUALCOMM INC/DE

QCOM|747525103

Shares:31.3K

Value:$4.8M

% of Portfolio:0.6% ($4.8M/$766.5M)

922042858

VWO|922042858

Shares:98.0K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$766.5M)

COMERICA INC /NEW/

CMA|200340107

Shares:70.9K

Value:$4.2M

% of Portfolio:0.5% ($4.2M/$766.5M)

PROCTER & GAMBLE Co

PG|742718109

Shares:22.4K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$766.5M)

CONAGRA BRANDS INC.

CAG|205887102

Shares:138.5K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$766.5M)

FORD MOTOR CO

F|345370860

Shares:365.5K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$766.5M)

464287887

IJT|464287887

Shares:29.4K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$766.5M)

464287879

Shares:37.1K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$766.5M)

Public Storage

PSA|74460D109

Shares:12.0K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$766.5M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:19.8K

Value:$3.6M

% of Portfolio:0.5% ($3.6M/$766.5M)

TYSON FOODS, INC.

TSN|902494103

Shares:52.5K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$766.5M)

CHEVRON CORP

CVX|166764100

Shares:19.9K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$766.5M)

464287465

EFA|464287465

Shares:39.1K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	35.1K	QoQ -2.68% (-970) YoY +558.89% (-29.8K)	All Managers (Combined)	$5.9M	0.8% ($5.9M/$766.5M)	QoQ -29.72% (-$2.5M) YoY -16.76% (-$1.2M)
(SDYcusip78464A763)	43.1K	QoQ -3.30% (-1.5K) YoY -11.80% (-5.8K)	All Managers (Combined)	$5.9M	0.8% ($5.9M/$766.5M)	QoQ -0.68% (-$40.5K) YoY -8.81% (-$566.0K)
DOLLAR GENERAL CORP(DGcusip256677105)	66.5K	QoQ +2.27% (+1.5K) YoY NEW(+66.5K)	All Managers (Combined)	$5.8M	0.8% ($5.8M/$766.5M)	QoQ +18.61% (+$917.7K) YoY NEW(+$5.8M)
(IVVcusip464287200)	10.1K	QoQ -1.69% (-174) YoY -15.04% (-1.8K)	All Managers (Combined)	$5.7M	0.7% ($5.7M/$766.5M)	QoQ -6.16% (-$373.4K) YoY -9.19% (-$576.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	12.6K	QoQ -12.33% (-1.8K) YoY -24.81% (-4.2K)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$766.5M)	QoQ -19.41% (-$1.4M) YoY -26.16% (-$2.0M)
AMAZON COM INC(AMZNcusip023135106)	28.3K	QoQ +1.10% (-308) YoY -4.28% (-1.3K)	All Managers (Combined)	$5.4M	0.7% ($5.4M/$766.5M)	QoQ -12.32% (-$756.5K) YoY +0.96% (-$51.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	10.2K	QoQ -5.45% (-586) YoY -30.91% (-4.5K)	All Managers (Combined)	$5.3M	0.7% ($5.3M/$766.5M)	QoQ -2.10% (-$114.4K) YoY -26.85% (-$2.0M)
QUALCOMM INC/DE(QCOMcusip747525103)	31.3K	QoQ +1.63% (+502) YoY -24.64% (-10.2K)	All Managers (Combined)	$4.8M	0.6% ($4.8M/$766.5M)	QoQ +1.62% (+$76.8K) YoY -31.62% (-$2.2M)
(VWOcusip922042858)	98.0K	QoQ +12.41% (+10.8K) YoY -27.01% (-36.3K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$766.5M)	QoQ +15.53% (+$596.4K) YoY -20.91% (-$1.2M)
COMERICA INC /NEW/(CMAcusip200340107)	70.9K	QoQ -22.62% (-20.7K) YoY -30.44% (-31.0K)	All Managers (Combined)	$4.2M	0.5% ($4.2M/$766.5M)	QoQ -26.11% (-$1.5M) YoY -25.28% (-$1.4M)
PROCTER & GAMBLE Co(PGcusip742718109)	22.4K	QoQ -12.62% (-3.2K) YoY -7.21% (-1.7K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$766.5M)	QoQ -11.18% (-$479.6K) YoY -2.54% (-$99.5K)
CONAGRA BRANDS INC.(CAGcusip205887102)	138.5K	QoQ +2.68% (-3.6K) YoY -10.66% (-16.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$766.5M)	QoQ -1.31% (-$49.0K) YoY -19.61% (-$901.0K)
FORD MOTOR CO(Fcusip345370860)	365.5K	QoQ +28.35% (+80.7K) YoY NEW(+365.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$766.5M)	QoQ +30.03% (+$846.9K) YoY NEW(+$3.7M)
(IJTcusip464287887)	29.4K	QoQ -3.12% (-948) YoY -24.37% (-9.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$766.5M)	QoQ -10.90% (-$447.4K) YoY -27.98% (-$1.4M)
(cusip464287879)✕	37.1K	QoQ -3.77% (-1.5K) YoY -26.31% (-13.3K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$766.5M)	QoQ -13.63% (-$570.9K) YoY -30.10% (-$1.6M)
Public Storage(PSAcusip74460D109)	12.0K	QoQ -10.37% (-1.4K) YoY -35.03% (-6.5K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$766.5M)	QoQ -10.42% (-$418.3K) YoY -32.97% (-$1.8M)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	19.8K	QoQ +1.83% (-357) YoY -12.68% (-2.9K)	All Managers (Combined)	$3.6M	0.5% ($3.6M/$766.5M)	QoQ -2.40% (-$87.8K) YoY -9.93% (-$393.0K)
TYSON FOODS, INC.(TSNcusip902494103)	52.5K	QoQ +19.32% (+8.5K) YoY +18.26% (+8.1K)	All Managers (Combined)	$3.4M	0.4% ($3.4M/$766.5M)	QoQ +32.56% (+$823.2K) YoY +28.49% (+$743.1K)
CHEVRON CORP(CVXcusip166764100)	19.9K	QoQ -33.67% (-10.1K) YoY -66.12% (-38.8K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$766.5M)	QoQ -23.39% (-$1.0M) YoY -64.06% (-$5.9M)
(EFAcusip464287465)	39.1K	QoQ -3.55% (-1.4K) YoY -24.13% (-12.4K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$766.5M)	QoQ +4.25% (-$130.4K) YoY -22.35% (-$920.9K)