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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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:7.7K

Value:$846.2K

% of Portfolio:0.1% ($846.2K/$766.5M)

STRYKER CORP

SYK|863667101

Shares:2.3K

Value:$837.6K

% of Portfolio:0.1% ($837.6K/$766.5M)

Salesforce, Inc.

CRM|79466L302

Shares:3.1K

Value:$835.9K

% of Portfolio:0.1% ($835.9K/$766.5M)

ADOBE INC.

ADBE|00724F101

Shares:2.2K

Value:$827.3K

% of Portfolio:0.1% ($827.3K/$766.5M)

CONOCOPHILLIPS

COP|20825C104

Shares:7.8K

Value:$815.3K

% of Portfolio:0.1% ($815.3K/$766.5M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.6K

Value:$814.6K

% of Portfolio:0.1% ($814.6K/$766.5M)

HESS CORP

HES|42809H107

Shares:5.1K

Value:$811.4K

% of Portfolio:0.1% ($811.4K/$766.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.6K

Value:$808.3K

% of Portfolio:0.1% ($808.3K/$766.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$766.5M)

35473P769

Shares:20.5K

Value:$754.9K

% of Portfolio:0.1% ($754.9K/$766.5M)

PINTEREST, INC.

PINS|72352L106

Shares:24.3K

Value:$754.4K

% of Portfolio:0.1% ($754.4K/$766.5M)

Pure Storage, Inc.

PSTG|74624M102

Shares:17.0K

Value:$752.6K

% of Portfolio:0.1% ($752.6K/$766.5M)

Palo Alto Networks Inc

PANW|697435105

Shares:4.3K

Value:$732.9K

% of Portfolio:0.1% ($732.9K/$766.5M)

Edwards Lifesciences Corp

EW|28176E108

Shares:10.1K

Value:$732.6K

% of Portfolio:0.1% ($732.6K/$766.5M)

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:3.2K

Value:$728.7K

% of Portfolio:0.1% ($728.7K/$766.5M)

Kraft Heinz Co

KHC|500754106

Shares:23.9K

Value:$727.9K

% of Portfolio:0.1% ($727.9K/$766.5M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:6.5K

Value:$660.3K

% of Portfolio:0.1% ($660.3K/$766.5M)

464287101

Shares:2.4K

Value:$651.6K

% of Portfolio:0.1% ($651.6K/$766.5M)

BlackRock, Inc.

BLK|09290D101

Shares:676

Value:$639.8K

% of Portfolio:0.1% ($639.8K/$766.5M)

464287150

ITOT|464287150

Shares:5.2K

Value:$633.4K

% of Portfolio:0.1% ($633.4K/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	7.7K	QoQ +1.05% (+81) YoY -10.27% (-887)	All Managers (Combined)	$846.2K	0.1% ($846.2K/$766.5M)	QoQ +19.72% (+$139.4K) YoY +13.86% (-$103.1K)
STRYKER CORP(SYKcusip863667101)	2.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$837.6K	0.1% ($837.6K/$766.5M)	QoQ +3.38% (+$27.4K) YoY +4.01% (+$32.4K)
Salesforce, Inc.(CRMcusip79466L302)	3.1K	QoQ +11.25% (-315) YoY +58.44% (+1.1K)	All Managers (Combined)	$835.9K	0.1% ($835.9K/$766.5M)	QoQ -10.70% (-$100.2K) YoY +41.17% (+$243.8K)
ADOBE INC.(ADBEcusip00724F101)	2.2K	QoQ +10.78% (-210) YoY +31.04% (-511)	All Managers (Combined)	$827.3K	0.1% ($827.3K/$766.5M)	QoQ -4.44% (-$38.5K) YoY -0.39% (-$3.3K)
CONOCOPHILLIPS(COPcusip20825C104)	7.8K	QoQ -1.38% (-109) YoY +2.67% (-202)	All Managers (Combined)	$815.3K	0.1% ($815.3K/$766.5M)	QoQ +4.43% (-$34.6K) YoY -15.28% (-$147.1K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.6K	QoQ +0.36% (-6) YoY -9.50% (-172)	All Managers (Combined)	$814.6K	0.1% ($814.6K/$766.5M)	QoQ -3.99% (-$33.9K) YoY -22.52% (-$236.8K)
HESS CORP(HEScusip42809H107)	5.1K	QoQ -6.35% (-345) YoY -34.49% (-2.7K)	All Managers (Combined)	$811.4K	0.1% ($811.4K/$766.5M)	QoQ +12.45% (-$89.8K) YoY -31.45% (-$372.3K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.6K	QoQ -13.05% (-245) YoY -36.79% (-950)	All Managers (Combined)	$808.3K	0.1% ($808.3K/$766.5M)	QoQ -17.49% (-$171.4K) YoY -21.56% (-$222.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$766.5M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(cusip35473P769)✕	20.5K	QoQ +95.04% (+10.0K) YoY NEW(+20.5K)	All Managers (Combined)	$754.9K	0.1% ($754.9K/$766.5M)	QoQ +89.59% (+$356.7K) YoY NEW(+$754.9K)
PINTEREST, INC.(PINScusip72352L106)	24.3K	QoQ +3.47% (+817) YoY +47.99% (+7.9K)	All Managers (Combined)	$754.4K	0.1% ($754.4K/$766.5M)	QoQ +10.61% (+$72.4K) YoY +32.33% (+$184.3K)
Pure Storage, Inc.(PSTGcusip74624M102)	17.0K	QoQ -25.29% (-5.8K) YoY -44.90% (-13.9K)	All Managers (Combined)	$752.6K	0.1% ($752.6K/$766.5M)	QoQ -46.16% (-$645.3K) YoY -53.08% (-$851.6K)
Palo Alto Networks Inc(PANWcusip697435105)	4.3K	QoQ -15.35% (-779) YoY +19.04% (-687)	All Managers (Combined)	$732.9K	0.1% ($732.9K/$766.5M)	QoQ -20.61% (-$190.4K) YoY -28.50% (-$292.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	10.1K	QoQ +16.46% (+1.4K) YoY +30.31% (-2.4K)	All Managers (Combined)	$732.6K	0.1% ($732.6K/$766.5M)	QoQ +14.02% (+$90.1K) YoY -1.16% (-$8.6K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	3.2K	QoQ -2.42% (-80) YoY -27.55% (-1.2K)	All Managers (Combined)	$728.7K	0.1% ($728.7K/$766.5M)	QoQ +13.00% (-$83.8K) YoY -10.77% (-$88.0K)
Kraft Heinz Co(KHCcusip500754106)	23.9K	QoQ +56.41% (+8.6K) YoY NEW(+23.9K)	All Managers (Combined)	$727.9K	0.1% ($727.9K/$766.5M)	QoQ +54.98% (+$258.2K) YoY NEW(+$727.9K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	6.5K	QoQ -2.02% (-135) YoY -15.71% (-1.2K)	All Managers (Combined)	$660.3K	0.1% ($660.3K/$766.5M)	QoQ +10.65% (-$63.6K) YoY +24.14% (-$128.4K)
(cusip464287101)✕	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$651.6K	0.1% ($651.6K/$766.5M)	QoQ NEW(+$651.6K) YoY NEW(+$651.6K)
BlackRock, Inc.(BLKcusip09290D101)	676	QoQ +2.73% (-18) YoY NEW(+676)	All Managers (Combined)	$639.8K	0.1% ($639.8K/$766.5M)	QoQ -5.14% (-$34.7K) YoY NEW(+$639.8K)
(ITOTcusip464287150)	5.2K	QoQ +0.13% (-7) YoY -0.80% (-42)	All Managers (Combined)	$633.4K	0.1% ($633.4K/$766.5M)	QoQ -5.01% (-$33.4K) YoY +4.97% (-$30.0K)