1834 Investment Advisors as of Sept. 30, 2024
Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 213 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.4 | $47M | 793k | 59.02 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.3 | $46M | 479k | 95.75 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 4.4 | $38M | 192k | 197.17 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.6 | $31M | 392k | 79.42 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $28M | 332k | 83.75 | |
| Apple (AAPL) | 3.2 | $27M | 118k | 233.00 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.0 | $26M | 425k | 60.42 | |
| Microsoft Corporation (MSFT) | 2.9 | $25M | 59k | 430.30 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 2.3 | $20M | 160k | 123.62 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 2.2 | $19M | 210k | 91.93 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 2.0 | $17M | 328k | 52.86 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $17M | 33k | 527.67 | |
| At&t (T) | 1.5 | $13M | 577k | 22.00 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $11M | 216k | 52.81 | |
| Verizon Communications (VZ) | 1.3 | $11M | 247k | 44.91 | |
| Kinder Morgan (KMI) | 1.2 | $10M | 461k | 22.09 | |
| Virtu Finl Cl A (VIRT) | 1.2 | $9.9M | 325k | 30.46 | |
| Crown Castle Intl (CCI) | 1.1 | $9.7M | 82k | 118.63 | |
| Lockheed Martin Corporation (LMT) | 1.1 | $9.4M | 16k | 584.54 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.3M | 38k | 243.06 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.1 | $9.2M | 195k | 47.21 | |
| Bristol Myers Squibb (BMY) | 1.0 | $9.0M | 174k | 51.74 | |
| Pfizer (PFE) | 1.0 | $9.0M | 310k | 28.94 | |
| Truist Financial Corp equities (TFC) | 1.0 | $8.9M | 208k | 42.77 | |
| Kroger (KR) | 1.0 | $8.7M | 151k | 57.30 | |
| Altria (MO) | 1.0 | $8.6M | 169k | 51.04 | |
| CVS Caremark Corporation (CVS) | 1.0 | $8.5M | 136k | 62.88 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $8.4M | 351k | 23.95 | |
| Merck & Co (MRK) | 0.9 | $8.1M | 71k | 113.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.9M | 48k | 165.85 | |
| Wec Energy Group (WEC) | 0.9 | $7.9M | 82k | 96.18 | |
| Johnson & Johnson (JNJ) | 0.9 | $7.8M | 48k | 162.06 | |
| Ally Financial (ALLY) | 0.9 | $7.7M | 218k | 35.59 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.9 | $7.6M | 91k | 82.94 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.8 | $7.3M | 118k | 62.06 | |
| Dominion Resources (D) | 0.8 | $6.8M | 118k | 57.79 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $6.7M | 12k | 576.83 | |
| UnitedHealth (UNH) | 0.8 | $6.6M | 11k | 584.68 | |
| Cisco Systems (CSCO) | 0.8 | $6.5M | 122k | 53.22 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.8 | $6.5M | 46k | 142.04 | |
| Western Union Company (WU) | 0.8 | $6.4M | 540k | 11.93 | |
| Broadcom (AVGO) | 0.7 | $6.4M | 37k | 172.50 | |
| Comerica Incorporated (CMA) | 0.7 | $6.1M | 102k | 59.91 | |
| Dow (DOW) | 0.7 | $5.8M | 106k | 54.63 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $5.8M | 27k | 210.86 | |
| Dollar General (DG) | 0.7 | $5.6M | 67k | 84.57 | |
| Qualcomm (QCOM) | 0.6 | $5.6M | 33k | 170.05 | |
| Apa Corporation (APA) | 0.6 | $5.5M | 223k | 24.46 | |
| Public Storage (PSA) | 0.6 | $5.3M | 15k | 363.86 | |
| Amazon (AMZN) | 0.6 | $5.1M | 28k | 186.33 | |
| Cnh Indl N V SHS (CNH) | 0.6 | $5.1M | 459k | 11.10 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.6 | $5.1M | 36k | 139.49 | |
| Cubesmart (CUBE) | 0.6 | $5.1M | 94k | 53.83 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $5.1M | 106k | 47.85 | |
| Chevron Corporation (CVX) | 0.6 | $5.1M | 34k | 147.27 | |
| ConAgra Foods (CAG) | 0.6 | $5.0M | 153k | 32.52 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $5.0M | 13k | 375.37 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $4.8M | 45k | 107.66 | |
| Best Buy (BBY) | 0.5 | $4.5M | 44k | 103.30 | |
| Procter & Gamble Company (PG) | 0.5 | $4.4M | 26k | 173.20 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $4.3M | 21k | 206.57 | |
| Target Corporation (TGT) | 0.5 | $3.9M | 25k | 155.86 | |
| Citigroup Com New (C) | 0.5 | $3.9M | 62k | 62.60 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.8M | 46k | 83.63 | |
| Janus Henderson Group Ord Shs (JHG) | 0.4 | $3.6M | 95k | 38.07 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.4 | $3.3M | 12k | 284.00 | |
| NVIDIA Corporation (NVDA) | 0.4 | $3.3M | 27k | 121.44 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $3.2M | 28k | 117.22 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $3.2M | 17k | 189.80 | |
| Eli Lilly & Co. (LLY) | 0.4 | $3.1M | 3.5k | 886.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $3.1M | 5.3k | 573.81 | |
| T. Rowe Price (TROW) | 0.3 | $3.0M | 27k | 108.93 | |
| Ford Motor Company (F) | 0.3 | $2.9M | 274k | 10.56 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $2.7M | 12k | 225.76 | |
| Tyson Foods Cl A (TSN) | 0.3 | $2.6M | 44k | 59.56 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $2.5M | 24k | 105.63 | |
| Home Depot (HD) | 0.3 | $2.5M | 6.2k | 405.20 | |
| Philip Morris International (PM) | 0.3 | $2.4M | 20k | 121.40 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.4M | 39k | 62.32 | |
| Williams-Sonoma (WSM) | 0.3 | $2.4M | 16k | 154.92 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.3M | 9.5k | 246.48 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.3M | 45k | 51.50 | |
| Doximity Cl A (DOCS) | 0.3 | $2.2M | 50k | 43.57 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $2.0M | 3.6k | 569.66 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $2.0M | 1.2k | 1696.57 | |
| Abbvie (ABBV) | 0.2 | $2.0M | 10k | 197.49 | |
| First American Financial (FAF) | 0.2 | $2.0M | 30k | 66.01 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.9M | 13k | 154.02 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.9M | 8.5k | 220.90 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $1.7M | 18k | 95.90 | |
| Meta Platforms Cl A (META) | 0.2 | $1.7M | 3.0k | 572.44 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.6M | 17k | 97.42 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.6M | 7.9k | 200.78 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.5M | 35k | 43.42 | |
| Visa Com Cl A (V) | 0.2 | $1.5M | 5.5k | 274.95 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.5M | 5.5k | 267.37 | |
| RBB Us Treas 3 Mnth (TBIL) | 0.2 | $1.5M | 29k | 50.04 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | 5.1k | 283.16 | |
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $1.4M | 29k | 48.14 | |
| Oracle Corporation (ORCL) | 0.2 | $1.4M | 8.1k | 170.40 | |
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $1.4M | 23k | 61.11 | |
| 3M Company (MMM) | 0.2 | $1.3M | 9.9k | 136.70 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.3M | 11k | 116.96 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.5k | 886.52 | |
| Intel Corporation (INTC) | 0.2 | $1.3M | 55k | 23.46 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.3M | 7.7k | 167.67 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $1.3M | 11k | 110.63 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | 22k | 56.49 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $1.2M | 4.8k | 243.47 | |
| Southern Company (SO) | 0.1 | $1.2M | 13k | 90.18 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.2M | 13k | 91.81 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.1M | 3.0k | 381.67 | |
| Pure Storage Cl A (PSTG) | 0.1 | $1.1M | 23k | 50.24 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.1M | 1.5k | 774.41 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | 22k | 51.12 | |
| Pepsi (PEP) | 0.1 | $1.1M | 6.3k | 170.06 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.1M | 14k | 73.67 | |
| Capital One Financial (COF) | 0.1 | $1.0M | 7.0k | 149.73 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | 1.7k | 618.58 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.0M | 2.0k | 517.78 | |
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.1 | $1.0M | 17k | 59.87 | |
| Equifax (EFX) | 0.1 | $1.0M | 3.4k | 293.86 | |
| SYSCO Corporation (SYY) | 0.1 | $984k | 13k | 78.06 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $948k | 8.8k | 107.65 | |
| Advanced Micro Devices (AMD) | 0.1 | $945k | 5.8k | 164.08 | |
| Honeywell International (HON) | 0.1 | $928k | 4.5k | 206.71 | |
| Ventas (VTR) | 0.1 | $923k | 14k | 64.13 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $922k | 1.9k | 491.27 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $916k | 15k | 61.57 | |
| Abbott Laboratories (ABT) | 0.1 | $887k | 7.8k | 114.01 | |
| Palo Alto Networks (PANW) | 0.1 | $884k | 2.6k | 341.80 | |
| ConocoPhillips (COP) | 0.1 | $860k | 8.2k | 105.28 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $851k | 12k | 71.86 | |
| salesforce (CRM) | 0.1 | $828k | 3.0k | 273.71 | |
| NiSource (NI) | 0.1 | $821k | 24k | 34.65 | |
| Stryker Corporation (SYK) | 0.1 | $813k | 2.3k | 361.26 | |
| American Electric Power Company (AEP) | 0.1 | $809k | 7.9k | 102.60 | |
| Pinterest Cl A (PINS) | 0.1 | $782k | 24k | 32.37 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $761k | 8.7k | 87.80 | |
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $755k | 12k | 65.91 | |
| Hess (HES) | 0.1 | $744k | 5.5k | 135.80 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $677k | 14k | 46.95 | |
| CBOE Holdings (CBOE) | 0.1 | $676k | 3.3k | 204.87 | |
| BlackRock | 0.1 | $669k | 704.00 | 949.51 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $651k | 5.2k | 125.62 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $628k | 26k | 24.46 | |
| Edwards Lifesciences (EW) | 0.1 | $608k | 9.2k | 65.99 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $608k | 34k | 18.10 | |
| Albemarle Corporation (ALB) | 0.1 | $606k | 6.4k | 94.71 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $603k | 11k | 52.66 | |
| Steel Dynamics (STLD) | 0.1 | $598k | 4.7k | 126.08 | |
| Boston Scientific Corporation (BSX) | 0.1 | $581k | 6.9k | 83.80 | |
| International Paper Company (IP) | 0.1 | $562k | 12k | 48.85 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $558k | 2.7k | 209.87 | |
| CarMax (KMX) | 0.1 | $556k | 7.2k | 77.38 | |
| Emerson Electric (EMR) | 0.1 | $555k | 5.1k | 109.37 | |
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $554k | 12k | 45.32 | |
| Air Products & Chemicals (APD) | 0.1 | $540k | 1.8k | 297.74 | |
| Wal-Mart Stores (WMT) | 0.1 | $530k | 6.6k | 80.75 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $526k | 631.00 | 833.25 | |
| Lennar Corp Cl A (LEN) | 0.1 | $513k | 2.7k | 187.48 | |
| Morgan Stanley Com New (MS) | 0.1 | $502k | 4.8k | 104.23 | |
| Huntington Ingalls Inds (HII) | 0.1 | $492k | 1.9k | 264.38 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $488k | 7.2k | 67.85 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $485k | 2.9k | 167.19 | |
| Bath & Body Works In (BBWI) | 0.1 | $483k | 15k | 31.92 | |
| Danaher Corporation (DHR) | 0.1 | $475k | 1.7k | 278.02 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $468k | 4.3k | 108.18 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $467k | 444.00 | 1051.24 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $451k | 768.00 | 586.53 | |
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $441k | 7.7k | 57.53 | |
| Ge Aerospace Com New (GE) | 0.1 | $441k | 2.3k | 188.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $436k | 2.5k | 173.67 | |
| Paypal Holdings (PYPL) | 0.1 | $433k | 5.5k | 78.03 | |
| Schlumberger Com Stk (SLB) | 0.0 | $426k | 10k | 41.95 | |
| Caterpillar (CAT) | 0.0 | $410k | 1.0k | 391.12 | |
| Constellation Brands Cl A (STZ) | 0.0 | $409k | 1.6k | 257.69 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $404k | 5.0k | 80.78 | |
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $393k | 9.7k | 40.48 | |
| Lowe's Companies (LOW) | 0.0 | $387k | 1.4k | 270.85 | |
| Dupont De Nemours (DD) | 0.0 | $380k | 4.3k | 89.11 | |
| Bank of America Corporation (BAC) | 0.0 | $374k | 9.4k | 39.68 | |
| EOG Resources (EOG) | 0.0 | $355k | 2.9k | 122.93 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $344k | 748.00 | 460.26 | |
| Micron Technology (MU) | 0.0 | $339k | 3.3k | 103.71 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $336k | 10k | 33.71 | |
| Global Payments (GPN) | 0.0 | $335k | 3.3k | 102.42 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $329k | 40k | 8.25 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $328k | 2.7k | 121.15 | |
| Aptiv SHS (APTV) | 0.0 | $323k | 4.5k | 72.01 | |
| Hldgs (UAL) | 0.0 | $317k | 5.6k | 57.06 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $316k | 599.00 | 527.63 | |
| Fiserv (FI) | 0.0 | $310k | 1.7k | 179.65 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $305k | 17k | 18.26 | |
| Automatic Data Processing (ADP) | 0.0 | $304k | 1.1k | 276.73 | |
| First Business Financial Services (FBIZ) | 0.0 | $299k | 6.5k | 45.59 | |
| Mosaic (MOS) | 0.0 | $287k | 11k | 26.78 | |
| Toll Brothers (TOL) | 0.0 | $280k | 1.8k | 154.49 | |
| Fortinet (FTNT) | 0.0 | $278k | 3.6k | 77.55 | |
| Coca-Cola Company (KO) | 0.0 | $274k | 3.8k | 71.86 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $273k | 2.3k | 117.62 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $269k | 551.00 | 488.07 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $267k | 3.0k | 88.14 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $263k | 2.0k | 132.25 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $261k | 1.6k | 166.82 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $254k | 3.1k | 83.15 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $250k | 1.4k | 174.57 | |
| Watsco, Incorporated (WSO) | 0.0 | $244k | 495.00 | 491.88 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $234k | 5.1k | 45.86 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.0 | $226k | 5.4k | 41.90 | |
| Principal Financial (PFG) | 0.0 | $203k | 2.4k | 85.90 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $201k | 1.7k | 115.30 | |
| Banco Santander Adr (SAN) | 0.0 | $174k | 34k | 5.10 |
