1834 INVESTMENT ADVISORS CO - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, 1834 INVESTMENT ADVISORS CO held in its portfolio 200 assets valued at $797,090,464 (i.e. $797.09M).

The most valuable assets in the portfolio included: ISHARES TR ($43.13M), SPDR SERIES TRUST ($41.28M), and VANGUARD SCOTTSDALE FDS ($40.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 200 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in 1834 INVESTMENT ADVISORS CO Portfolio
ISHARES TR
SPDR SERIES TRUST
VANGUARD SCOTTSDALE FDS
VANGUARD SCOTTSDALE FDS
ISHARES TR
APPLE INC
VANGUARD SCOTTSDALE FDS
MICROSOFT CORP
VANGUARD INDEX FDS
VANGUARD SCOTTSDALE FDS
1834 INVESTMENT ADVISORS CO - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ISHARES TR 349945 43134190 S&P 500 GRWT ETF
SPDR SERIES TRUST 533443 41281966 STATE STREET SPD
VANGUARD SCOTTSDALE FDS 682464 40081124 SHORT TERM TREAS
VANGUARD SCOTTSDALE FDS 407772 32511662 SHRT TRM CORP BD
ISHARES TR 138396 29349666 S&P 500 VAL ETF
APPLE INC 92806 25230295 COM
VANGUARD SCOTTSDALE FDS 291325 24398430 INT-TERM CORP
MICROSOFT CORP 48814 23607420 COM
VANGUARD INDEX FDS 36225 22717883 S&P 500 ETF SHS
VANGUARD SCOTTSDALE FDS 350111 20982154 INTER TERM TREAS
ISHARES TR 153648 14885371 S&P MC 400GR ETF
VANGUARD TAX-MANAGED FDS 235415 14706351 VAN FTSE DEV MKT
ALPHABET INC 42885 13422873 CAP STK CL A
ISHARES TR 99470 13089233 S&P MC 400VL ETF
VANGUARD SCOTTSDALE FDS 276082 12997930 MTG-BKD SECS ETF
BROADCOM INC 33430 11569952 COM
SPDR GOLD TR 27609 10941910 GOLD SHS
AT&T INC 414075 10285627 COM
CVS HEALTH CORP 118047 9368198 COM
TRUIST FINL CORP 184028 9056018 COM
MERCK & CO INC 83295 8768128 COM
COTERRA ENERGY INC 329145 8663105 COM
BRISTOL-MYERS SQUIBB CO 160542 8659648 COM
APA CORPORATION 346838 8483669 COM
DOLLAR GEN CORP NEW 63525 8434215 COM
JOHNSON & JOHNSON 39556 8186081 COM
VERIZON COMMUNICATIONS INC 197095 8027668 COM
ALTRIA GROUP INC 136139 7850646 COM
JPMORGAN CHASE & CO. 23682 7630896 COM
KINDER MORGAN INC DEL 252074 6929515 COM
PFIZER INC 278287 6929336 COM
AMAZON COM INC 28500 6578370 COM
FORD MTR CO 477998 6271334 COM
WEC ENERGY GROUP INC 56231 5930105 COM
ISHARES TR 8628 5909435 CORE S&P500 ETF
CHEVRON CORP NEW 38629 5887501 COM
VANGUARD INTL EQUITY INDEX F 108819 5850107 FTSE EMR MKT ETF
FIDELITY NATIONAL FINANCIAL 106844 5832614 COM SHS
QUALCOMM INC 33155 5671223 COM
HERSHEY CO 29936 5447710 COM
NVIDIA CORPORATION 29108 5428642 COM
CNH INDL N V 585263 5396125 SHS
LOCKHEED MARTIN CORP 10570 5112264 COM
CITIGROUP INC 42948 5011603 COM NEW
DOMINION ENERGY INC 83129 4870545 COM
ALLY FINL INC 101176 4582262 COM
WESTERN UN CO 485748 4522314 COM
TEXAS INSTRS INC 25739 4465460 COM
EVERSOURCE ENERGY 65328 4398535 COM
TARGET CORP 43331 4235606 COM
CROWN CASTLE INC 47581 4228560 COM
VIRTU FINL INC 119271 3974106 CL A
US BANCORP DEL 74232 3961020 COM NEW
PUBLIC STORAGE OPER CO 15207 3946217 COM
PRICE T ROWE GROUP INC 37490 3838227 COM
UNITED BANKSHARES INC WEST V 96344 3700065 COM
ISHARES TR 25271 3567266 S&P SML 600 GWT
ISHARES TR 31226 3550966 SP SMCP600VL ETF
CONAGRA BRANDS INC 200646 3473183 COM
ELI LILLY & CO 3195 3433947 COM
ISHARES TR 35377 3397254 MSCI EAFE ETF
CISCO SYS INC 43015 3313448 COM
SELECT SECTOR SPDR TR 22992 3310182 STATE STREET TEC
SPDR S&P 500 ETF TR 4740 3232313 TR UNIT
PROCTER AND GAMBLE CO 22224 3184922 COM
TYSON FOODS INC 50382 2953393 CL A
UNITEDHEALTH GROUP INC 8583 2833324 COM
SCHWAB STRATEGIC TR 97500 2776800 US SML CAP ETF
ISHARES TR 8308 2683568 RUS 2000 GRW ETF
KROGER CO 42749 2670961 COM
PHILIP MORRIS INTL INC 16065 2576826 COM
WHITE MTNS INS GROUP LTD 1176 2444296 COM
EDISON INTL 40277 2417426 COM
META PLATFORMS INC 3424 2260149 CL A
REALTY INCOME CORP 39734 2239993 COM
LAUDER ESTEE COS INC 20272 2122884 CL A
ISHARES TR 48303 2070750 0-5YR HI YL CP
BEST BUY INC 30854 2065059 COM
SPDR S&P MIDCAP 400 ETF TR 3407 2055375 UTSER1 S&PDCRP
ISHARES TR 8328 2050088 RUSSELL 2000 ETF
ISHARES TR 4170 1973535 RUS 1000 GRW ETF
VISA INC 5301 1859114 COM CL A
PACCAR INC 16721 1831117 COM
ISHARES TR 27153 1792098 CORE S&P MCP ETF
KLA CORP 1455 1767942 COM NEW
LYONDELLBASELL INDUSTRIES N 39479 1709441 SHS - A -
VANGUARD MUN BD FDS 33043 1661733 TAX EXEMPT BD
WELLS FARGO CO NEW 17647 1644701 COM
VANGUARD INDEX FDS 5884 1642460 MCAP GR IDXVIP
EXXON MOBIL CORP 12922 1555074 COM
HEALTHPEAK PROPERTIES INC 93870 1509430 COM
VANGUARD INDEX FDS 16723 1479819 REAL ESTATE ETF
ISHARES TR 4126 1415095 S&P 100 ETF
HOME DEPOT INC 4044 1391541 COM
BANK NEW YORK MELLON CORP 11844 1374970 COM
VANGUARD INDEX FDS 7726 1370361 MCAP VL IDXVIP
SELECT SECTOR SPDR TR 8824 1365956 STATE STREET HEA
VANGUARD INDEX FDS 6301 1334528 SM CP VAL ETF
WILLIAMS SONOMA INC 7209 1287456 COM
ORACLE CORP 6511 1269060 COM
VANGUARD INDEX FDS 4166 1258596 SML CP GRW ETF
COSTCO WHSL CORP NEW 1347 1161572 COM
ASML HOLDING N V 1059 1132982 N Y REGISTRY SHS
VENTAS INC 14636 1132534 COM
ABBVIE INC 4926 1125542 COM
TAIWAN SEMICONDUCTOR MFG LTD 3619 1099778 SPONSORED ADS
FRANKLIN TEMPLETON ETF TR 27789 1072391 FRANKLIN INDIA
VANGUARD ADMIRAL FDS INC 9537 1066222 MIDCP 400 IDX
PURE STORAGE INC 15910 1066130 CL A
ADVANCED MICRO DEVICES INC 4895 1048314 COM
FORTINET INC 12843 1019863 COM
SOUTHERN CO 11253 981262 COM
SHERWIN WILLIAMS CO 3000 972090 COM
ISHARES TR 7921 951946 CORE S&P SCP ETF
THERMO FISHER SCIENTIFIC INC 1609 932354 COM
SYSCO CORP 12600 928494 COM
NISOURCE INC 21766 908949 COM
AMERICAN ELEC PWR CO INC 7872 907721 COM
ISHARES TR 4240 891942 RUS 1000 VAL ETF
SALESFORCE INC 3234 856719 COM
ISHARES TR 14878 847451 CRE U S REIT ETF
HUNTINGTON INGALLS INDS INC 2490 846775 COM
CAPITAL ONE FINL CORP 3481 843656 COM
ALBEMARLE CORP 5845 826717 COM
INTUITIVE SURGICAL INC 1457 825187 COM NEW
UNION PAC CORP 3549 820843 COM
PEPSICO INC 5716 820361 COM
EQUIFAX INC 3691 800874 COM
ADOBE INC 2286 800078 COM
PALO ALTO NETWORKS INC 4295 791139 COM
MONDELEZ INTL INC 14371 773591 CL A
CARNIVAL CORP 25291 772388 UNIT 99/99/9999
ABBOTT LABS 6151 770659 COM
CBOE GLOBAL MKTS INC 3070 770570 COM
STRYKER CORPORATION 2175 764321 COM
BERKSHIRE HATHAWAY INC DEL 1 754800 CL A
3M CO 4690 750869 COM
ISHARES TR 4995 742707 CORE S&P TTL STK
WALMART INC 6614 736866 COM
LAMAR ADVERTISING CO NEW 5798 733911 CL A
ALPHABET INC 2240 702912 CAP STK CL C
STEEL DYNAMICS INC 4148 702879 COM
KRAFT HEINZ CO 28611 693817 COM
CITIZENS FINL GROUP INC 11761 686961 COM
VANGUARD SCOTTSDALE FDS 6873 684001 VNG RUS2000IDX
ISHARES TR 1714 663061 RUSSELL 3000 ETF
BLACKROCK INC 618 661471 COM
PINTEREST INC 24287 628791 CL A
BOSTON SCIENTIFIC CORP 6545 624066 COM
VEEVA SYS INC 2664 594685 CL A COM
MOLSON COORS BEVERAGE CO 12408 579206 CL B
VANGUARD WORLD FD 768 578910 INF TECH ETF
MARVELL TECHNOLOGY INC 6699 569282 COM
FIRST TR EXCH TRADED FD III 31078 566242 PFD SECS INC ETF
INTEL CORP 15009 553833 COM
EMERSON ELEC CO 3970 526899 COM
RESMED INC 2187 526783 COM
CHUBB LIMITED 1687 526547 COM
VANECK ETF TRUST 11148 525740 INTRMDT MUNI ETF
CATERPILLAR INC 900 515583 COM
BERKSHIRE HATHAWAY INC DEL 966 485560 CL B NEW
PAYPAL HLDGS INC 8104 473112 COM
SLB LIMITED 12237 469657 COM STK
GENERAL MLS INC 10005 465218 COM
DANAHER CORPORATION 1988 455093 COM
INTERNATIONAL PAPER CO 11500 452985 COM
AIR PRODS & CHEMS INC 1815 448342 COM
INVESCO EXCH TRADED FD TR II 17492 425576 VAR RATE PFD
CONOCOPHILLIPS 4235 396439 COM
RTX CORPORATION 2150 394310 COM
CROWN HLDGS INC 3729 383976 COM
SELECT SECTOR SPDR TR 6949 380597 STATE STREET FIN
ISHARES TR 3423 377044 TRUST ISHARE 0-1
AON PLC 1063 375112 SHS CL A
CUBESMART 10207 367963 COM
FIRST BUSINESS FINL SVCS INC 6730 365450 COM
MICRON TECHNOLOGY INC 1272 363042 COM
VANGUARD ADMIRAL FDS INC 3247 360288 SMLLCP 600 IDX
GE AEROSPACE 1087 334829 COM NEW
BATH & BODY WORKS INC 16520 331722 COM
BANK AMERICA CORP 6019 331045 COM
SELECT SECTOR SPDR TR 7236 323522 STATE STREET ENE
PALANTIR TECHNOLOGIES INC 1806 321017 CL A
NORTHROP GRUMMAN CORP 563 320744 COM
BANCO SANTANDER SA 26100 306153 ADR
ISHARES TR 3028 291506 RUS MID CAP ETF
VANGUARD INDEX FDS 867 290680 TOTAL STK MKT
MORGAN STANLEY 1598 283693 COM NEW
AUTOMATIC DATA PROCESSING IN 1100 282953 COM
VANECK ETF TRUST 16018 282878 PREFERRED SECURT
ISHARES TR 5100 279021 MSCI EMG MKT ETF
MUELLER INDS INC 2228 255775 COM
EOG RES INC 2412 253285 COM
CARMAX INC 6486 250620 COM
FIRST AMERN FINL CORP 3791 232920 COM
ISHARES TR 5487 230070 GLOBAL ENERG ETF
SELECT SECTOR SPDR TR 5286 225660 STATE STREET UTI
ISHARES TR 1240 224701 RUS 2000 VAL ETF
TOLL BROTHERS INC 1585 214324 COM
DEERE & CO 455 211835 COM