1834-Investment-Advisors-Co

Filing Details

13F-HR2025-03-31
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
Manager Name
1834-Investment-Advisors-Co
Data Enrichment
88% identified
181 identified25 unidentified

Holdings

206 positions • $766.5M total value
Manager:
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Page 5 of 11
Meta Platforms, Inc.
Shares:3.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$766.5M)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:3.5K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$766.5M)
464287655
Shares:8.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$766.5M)
464287614
Shares:4.6K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$766.5M)
First American Financial Corp
Shares:25.2K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$766.5M)
81369Y209
Shares:11.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$766.5M)
922908553
Shares:16.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$766.5M)
WILLIAMS SONOMA INC
Shares:8.6K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$766.5M)
922908611
Shares:7.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$766.5M)
COSTCO WHOLESALE CORP /NEW
Shares:1.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$766.5M)
922908512
Shares:8.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$766.5M)
WELLS FARGO & COMPANY/MN
Shares:17.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$766.5M)
922908595
Shares:5.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$766.5M)
921932885
Shares:12.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$766.5M)
464287804
Shares:11.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$766.5M)
Fortinet, Inc.
Shares:12.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$766.5M)
922907746
Shares:23.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$766.5M)
AbbVie Inc.
Shares:5.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$766.5M)
SOUTHERN CO
Shares:12.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$766.5M)
SPDR S&P 500 ETF TRUST
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$766.5M)