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 ($40.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 200 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
1834 INVESTMENT ADVISORS CO - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |