1834 Investment Advisors Co

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 206Value: $766.5MLatest: 2025Q1

1834 INVESTMENT ADVISORS CO is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 206 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 11

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92206C102

VGSH|92206C102

Shares:736.0K

Value:$43.2M

% of Portfolio:5.6% ($43.2M/$766.5M)

464287309

IVW|464287309

Shares:440.5K

Value:$40.9M

% of Portfolio:5.3% ($40.9M/$766.5M)

464287408

IVE|464287408

Shares:172.3K

Value:$32.8M

% of Portfolio:4.3% ($32.8M/$766.5M)

92206C409

Shares:400.1K

Value:$31.6M

% of Portfolio:4.1% ($31.6M/$766.5M)

92206C870

VCIT|92206C870

Shares:328.1K

Value:$26.8M

% of Portfolio:3.5% ($26.8M/$766.5M)

92206C706

VGIT|92206C706

Shares:395.9K

Value:$23.5M

% of Portfolio:3.1% ($23.5M/$766.5M)

Apple Inc.

AAPL|037833100

Shares:103.5K

Value:$23.0M

% of Portfolio:3.0% ($23.0M/$766.5M)

MICROSOFT CORP

MSFT|594918104

Shares:55.2K

Value:$20.7M

% of Portfolio:2.7% ($20.7M/$766.5M)

922908363

VOO|922908363

Shares:36.9K

Value:$19.0M

% of Portfolio:2.5% ($19.0M/$766.5M)

78464A508

SPYV|78464A508

Shares:306.5K

Value:$15.7M

% of Portfolio:2.0% ($15.7M/$766.5M)

AT&T INC.

T|00206R102

Shares:525.3K

Value:$14.9M

% of Portfolio:1.9% ($14.9M/$766.5M)

464287606

IJK|464287606

Shares:174.2K

Value:$14.5M

% of Portfolio:1.9% ($14.5M/$766.5M)

464287705

IJJ|464287705

Shares:119.9K

Value:$14.4M

% of Portfolio:1.9% ($14.4M/$766.5M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:427.7K

Value:$12.2M

% of Portfolio:1.6% ($12.2M/$766.5M)

92206C771

Shares:249.1K

Value:$11.5M

% of Portfolio:1.5% ($11.5M/$766.5M)

921943858

VEA|921943858

Shares:203.5K

Value:$10.3M

% of Portfolio:1.3% ($10.3M/$766.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:218.8K

Value:$9.9M

% of Portfolio:1.3% ($9.9M/$766.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:158.8K

Value:$9.7M

% of Portfolio:1.3% ($9.7M/$766.5M)

Coterra Energy Inc.

CTRA|127097103

Shares:334.5K

Value:$9.7M

% of Portfolio:1.3% ($9.7M/$766.5M)

Ally Financial Inc.

ALLY|02005N100

Shares:258.2K

Value:$9.4M

% of Portfolio:1.2% ($9.4M/$766.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VGSHcusip92206C102)	736.0K	QoQ -4.84% (-37.5K) YoY +0.26% (+2.0K)	All Managers (Combined)	$43.2M	5.6% ($43.2M/$766.5M)	QoQ -4.01% (-$1.8M) YoY +1.34% (+$571.2K)
(IVWcusip464287309)	440.5K	QoQ -2.73% (-12.4K) YoY -13.79% (-70.5K)	All Managers (Combined)	$40.9M	5.3% ($40.9M/$766.5M)	QoQ -11.07% (-$5.1M) YoY -5.22% (-$2.3M)
(IVEcusip464287408)	172.3K	QoQ -4.36% (-7.9K) YoY -17.52% (-36.6K)	All Managers (Combined)	$32.8M	4.3% ($32.8M/$766.5M)	QoQ -4.51% (-$1.6M) YoY -15.85% (-$6.2M)
(cusip92206C409)✕	400.1K	QoQ +4.44% (+17.0K) YoY +4.14% (+15.9K)	All Managers (Combined)	$31.6M	4.1% ($31.6M/$766.5M)	QoQ +5.68% (+$1.7M) YoY +6.34% (+$1.9M)
(VCITcusip92206C870)	328.1K	QoQ +3.92% (+12.4K) YoY -8.78% (-31.6K)	All Managers (Combined)	$26.8M	3.5% ($26.8M/$766.5M)	QoQ +5.85% (+$1.5M) YoY -7.36% (-$2.1M)
(VGITcusip92206C706)	395.9K	QoQ -2.18% (-8.9K) YoY -14.35% (-66.4K)	All Managers (Combined)	$23.5M	3.1% ($23.5M/$766.5M)	QoQ +0.17% (-$40.2K) YoY -13.11% (-$3.5M)
Apple Inc.(AAPLcusip037833100)	103.5K	QoQ -6.19% (-6.8K) YoY -22.70% (-30.4K)	All Managers (Combined)	$23.0M	3.0% ($23.0M/$766.5M)	QoQ -16.78% (-$4.6M) YoY +0.12% (-$29.2K)
MICROSOFT CORP(MSFTcusip594918104)	55.2K	QoQ -2.15% (-1.2K) YoY -13.99% (-9.0K)	All Managers (Combined)	$20.7M	2.7% ($20.7M/$766.5M)	QoQ -12.86% (-$3.1M) YoY -23.26% (-$6.3M)
(VOOcusip922908363)	36.9K	QoQ +15.20% (+4.9K) YoY +29.45% (+8.4K)	All Managers (Combined)	$19.0M	2.5% ($19.0M/$766.5M)	QoQ +9.88% (+$1.7M) YoY +38.39% (+$5.3M)
(SPYVcusip78464A508)	306.5K	QoQ +5.85% (+17.0K) YoY +21.01% (+53.2K)	All Managers (Combined)	$15.7M	2.0% ($15.7M/$766.5M)	QoQ +5.71% (+$845.8K) YoY +23.35% (+$3.0M)
AT&T INC.(Tcusip00206R102)	525.3K	QoQ -4.71% (-26.0K) YoY -8.87% (-51.2K)	All Managers (Combined)	$14.9M	1.9% ($14.9M/$766.5M)	QoQ +18.33% (-$2.3M) YoY +46.41% (-$4.7M)
(IJKcusip464287606)	174.2K	QoQ -6.40% (-11.9K) YoY -27.79% (-67.1K)	All Managers (Combined)	$14.5M	1.9% ($14.5M/$766.5M)	QoQ -14.27% (-$2.4M) YoY -34.10% (-$7.5M)
(IJJcusip464287705)	119.9K	QoQ -12.41% (-17.0K) YoY -35.08% (-64.8K)	All Managers (Combined)	$14.4M	1.9% ($14.4M/$766.5M)	QoQ -16.07% (-$2.8M) YoY -34.29% (-$7.5M)
KINDER MORGAN, INC.(KMIcusip49456B101)	427.7K	QoQ -4.33% (-19.4K) YoY NEW(+427.7K)	All Managers (Combined)	$12.2M	1.6% ($12.2M/$766.5M)	QoQ -0.38% (-$47.6K) YoY NEW(+$12.2M)
(cusip92206C771)✕	249.1K	QoQ +19.73% (+41.1K) YoY +64.80% (+98.0K)	All Managers (Combined)	$11.5M	1.5% ($11.5M/$766.5M)	QoQ +22.29% (+$2.1M) YoY +67.33% (+$4.6M)
(VEAcusip921943858)	203.5K	QoQ +3.85% (+7.6K) YoY +21.57% (+36.1K)	All Managers (Combined)	$10.3M	1.3% ($10.3M/$766.5M)	QoQ +10.39% (+$974.0K) YoY +23.17% (+$1.9M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	218.8K	QoQ -3.26% (-7.4K) YoY -13.96% (-35.5K)	All Managers (Combined)	$9.9M	1.3% ($9.9M/$766.5M)	QoQ +9.72% (-$879.8K) YoY -6.99% (-$746.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	158.8K	QoQ -2.81% (-4.6K) YoY -6.53% (-11.1K)	All Managers (Combined)	$9.7M	1.3% ($9.7M/$766.5M)	QoQ +4.79% (-$443.1K) YoY +5.11% (-$471.5K)
Coterra Energy Inc.(CTRAcusip127097103)	334.5K	QoQ +5.20% (+16.5K) YoY -5.14% (-18.1K)	All Managers (Combined)	$9.7M	1.3% ($9.7M/$766.5M)	QoQ +19.04% (+$1.5M) YoY -1.67% (-$164.5K)
Ally Financial Inc.(ALLYcusip02005N100)	258.2K	QoQ +20.01% (+43.1K) YoY +195.45% (+170.8K)	All Managers (Combined)	$9.4M	1.2% ($9.4M/$766.5M)	QoQ +21.54% (+$1.7M) YoY +165.46% (+$5.9M)