1834 Investment Advisors as of Sept. 30, 2025
Portfolio Holdings for 1834 Investment Advisors
1834 Investment Advisors holds 204 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 5.4 | $44M | 362k | 120.72 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $42M | 711k | 58.85 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 3.8 | $31M | 391k | 79.93 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 3.8 | $31M | 149k | 206.51 | |
| Microsoft Corporation (MSFT) | 3.2 | $26M | 51k | 517.95 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.2 | $26M | 312k | 84.11 | |
| Apple (AAPL) | 3.1 | $25M | 99k | 254.63 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $23M | 375k | 60.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.7 | $22M | 37k | 612.39 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 2.1 | $17M | 314k | 55.33 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.9 | $15M | 158k | 95.89 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $14M | 233k | 59.92 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 1.7 | $14M | 104k | 129.72 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 1.6 | $13M | 124k | 104.51 | |
| At&t (T) | 1.6 | $13M | 454k | 28.24 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $13M | 270k | 46.96 | |
| Broadcom (AVGO) | 1.4 | $11M | 34k | 329.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $11M | 44k | 243.10 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $10M | 28k | 355.48 | |
| Verizon Communications (VZ) | 1.2 | $9.4M | 214k | 43.95 | |
| CVS Caremark Corporation (CVS) | 1.1 | $9.3M | 123k | 75.39 | |
| Altria (MO) | 1.1 | $9.1M | 138k | 66.07 | |
| Truist Financial Corp equities (TFC) | 1.1 | $8.6M | 188k | 45.72 | |
| Kinder Morgan (KMI) | 1.0 | $8.4M | 298k | 28.31 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.0 | $8.4M | 353k | 23.65 | |
| Ally Financial (ALLY) | 1.0 | $8.3M | 212k | 39.20 | |
| Apa Corporation (APA) | 1.0 | $8.0M | 329k | 24.28 | |
| Pfizer (PFE) | 1.0 | $7.8M | 305k | 25.48 | |
| Johnson & Johnson (JNJ) | 0.9 | $7.7M | 42k | 185.42 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $7.7M | 24k | 315.42 | |
| Bristol Myers Squibb (BMY) | 0.9 | $7.2M | 160k | 45.10 | |
| Dollar General (DG) | 0.8 | $6.9M | 67k | 103.35 | |
| Cnh Indl N V SHS (CNH) | 0.8 | $6.8M | 630k | 10.85 | |
| Dominion Resources (D) | 0.8 | $6.8M | 111k | 61.17 | |
| Virtu Finl Cl A (VIRT) | 0.8 | $6.7M | 189k | 35.50 | |
| Crown Castle Intl (CCI) | 0.8 | $6.7M | 69k | 96.49 | |
| Merck & Co (MRK) | 0.8 | $6.7M | 80k | 83.94 | |
| Fidelity National Financial Com Shs (FNF) | 0.8 | $6.7M | 110k | 60.49 | |
| Wec Energy Group (WEC) | 0.8 | $6.6M | 58k | 114.59 | |
| Amazon (AMZN) | 0.8 | $6.4M | 29k | 219.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $5.9M | 8.8k | 669.27 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $5.8M | 107k | 54.18 | |
| NVIDIA Corporation (NVDA) | 0.7 | $5.7M | 31k | 186.58 | |
| Ford Motor Company (F) | 0.7 | $5.7M | 476k | 11.96 | |
| Citigroup Com New (C) | 0.7 | $5.7M | 56k | 101.50 | |
| Lockheed Martin Corporation (LMT) | 0.7 | $5.6M | 11k | 499.22 | |
| Qualcomm (QCOM) | 0.7 | $5.6M | 34k | 166.36 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.7 | $5.5M | 60k | 91.75 | |
| Kroger (KR) | 0.7 | $5.5M | 81k | 67.41 | |
| Hershey Company (HSY) | 0.7 | $5.4M | 29k | 187.05 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.7 | $5.3M | 38k | 140.05 | |
| Chevron Corporation (CVX) | 0.6 | $5.0M | 32k | 155.29 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $4.9M | 27k | 183.73 | |
| Western Union Company (WU) | 0.5 | $4.4M | 553k | 7.99 | |
| Eversource Energy (ES) | 0.5 | $4.1M | 58k | 71.14 | |
| Cisco Systems (CSCO) | 0.5 | $4.0M | 59k | 68.42 | |
| Public Storage (PSA) | 0.5 | $3.9M | 14k | 288.85 | |
| T. Rowe Price (TROW) | 0.5 | $3.8M | 37k | 102.64 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.5 | $3.8M | 27k | 141.50 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $3.7M | 5.5k | 666.15 | |
| Target Corporation (TGT) | 0.4 | $3.7M | 41k | 89.70 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.4 | $3.6M | 32k | 110.59 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $3.5M | 38k | 93.37 | |
| Procter & Gamble Company (PG) | 0.4 | $3.4M | 22k | 153.65 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $3.3M | 38k | 88.12 | |
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $3.3M | 12k | 281.86 | |
| UnitedHealth (UNH) | 0.4 | $3.2M | 9.4k | 345.30 | |
| Tyson Foods Cl A (TSN) | 0.4 | $3.2M | 59k | 54.30 | |
| ConAgra Foods (CAG) | 0.4 | $3.0M | 161k | 18.31 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.9M | 102k | 27.90 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $2.7M | 63k | 43.30 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.3 | $2.7M | 8.4k | 320.04 | |
| Philip Morris International (PM) | 0.3 | $2.6M | 16k | 162.20 | |
| Meta Platforms Cl A (META) | 0.3 | $2.5M | 3.4k | 734.38 | |
| Eli Lilly & Co. (LLY) | 0.3 | $2.5M | 3.3k | 763.08 | |
| Cubesmart (CUBE) | 0.3 | $2.4M | 60k | 40.66 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $2.4M | 21k | 112.75 | |
| Best Buy (BBY) | 0.3 | $2.3M | 31k | 75.62 | |
| Home Depot (HD) | 0.3 | $2.3M | 5.7k | 405.19 | |
| Union Pacific Corporation (UNP) | 0.3 | $2.1M | 9.0k | 236.36 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $2.1M | 3.5k | 596.03 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.1M | 4.4k | 468.38 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | 8.3k | 241.97 | |
| White Mountains Insurance Gp (WTM) | 0.2 | $2.0M | 1.2k | 1671.88 | |
| Oracle Corporation (ORCL) | 0.2 | $1.9M | 6.6k | 281.24 | |
| Dow (DOW) | 0.2 | $1.8M | 79k | 22.93 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.8M | 28k | 65.26 | |
| Visa Com Cl A (V) | 0.2 | $1.8M | 5.3k | 341.38 | |
| Kla Corp Com New (KLAC) | 0.2 | $1.7M | 1.5k | 1078.60 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.5M | 17k | 91.42 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.5M | 18k | 83.82 | |
| Williams-Sonoma (WSM) | 0.2 | $1.4M | 7.3k | 195.45 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $1.4M | 7.9k | 174.58 | |
| Pure Storage Cl A (PSTG) | 0.2 | $1.4M | 17k | 83.81 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $1.4M | 6.6k | 208.71 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $1.3M | 4.6k | 293.79 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $1.3M | 4.0k | 332.84 | |
| Realty Income (O) | 0.2 | $1.3M | 21k | 60.79 | |
| Bank of New York Mellon Corporation (BK) | 0.2 | $1.3M | 12k | 108.96 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.3M | 1.4k | 925.63 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.3M | 4.3k | 297.62 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $1.3M | 9.0k | 139.17 | |
| Abbvie (ABBV) | 0.1 | $1.2M | 5.1k | 231.54 | |
| Fortinet (FTNT) | 0.1 | $1.1M | 14k | 84.08 | |
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $1.1M | 10k | 110.38 | |
| Southern Company (SO) | 0.1 | $1.1M | 12k | 94.77 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.1M | 3.9k | 279.29 | |
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.1 | $1.0M | 28k | 37.29 | |
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | 3.0k | 346.26 | |
| SYSCO Corporation (SYY) | 0.1 | $1.0M | 13k | 82.34 | |
| NiSource (NI) | 0.1 | $1.0M | 24k | 43.30 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.0M | 1.1k | 968.09 | |
| Ventas (VTR) | 0.1 | $1.0M | 15k | 69.99 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $995k | 20k | 50.07 | |
| Equifax (EFX) | 0.1 | $969k | 3.8k | 256.53 | |
| Honeywell International (HON) | 0.1 | $938k | 4.5k | 210.50 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $929k | 7.8k | 118.83 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $926k | 4.5k | 203.58 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $898k | 14k | 62.47 | |
| American Electric Power Company (AEP) | 0.1 | $889k | 7.9k | 112.50 | |
| Palo Alto Networks (PANW) | 0.1 | $875k | 4.3k | 203.62 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $874k | 15k | 58.72 | |
| Abbott Laboratories (ABT) | 0.1 | $858k | 6.4k | 133.94 | |
| Us Bancorp Del Com New (USB) | 0.1 | $855k | 18k | 48.33 | |
| 3M Company (MMM) | 0.1 | $852k | 5.5k | 155.18 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $851k | 17k | 49.04 | |
| Stryker Corporation (SYK) | 0.1 | $818k | 2.2k | 369.67 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $815k | 2.7k | 297.91 | |
| Pinterest Cl A (PINS) | 0.1 | $807k | 25k | 32.17 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $804k | 2.3k | 352.75 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $804k | 1.7k | 485.03 | |
| Pepsi (PEP) | 0.1 | $803k | 5.7k | 140.44 | |
| Kraft Heinz (KHC) | 0.1 | $797k | 31k | 26.04 | |
| Advanced Micro Devices (AMD) | 0.1 | $792k | 4.9k | 161.79 | |
| Blackrock (BLK) | 0.1 | $792k | 679.00 | 1165.87 | |
| ConocoPhillips (COP) | 0.1 | $788k | 8.3k | 94.59 | |
| Capital One Financial (COF) | 0.1 | $777k | 3.7k | 212.58 | |
| salesforce (CRM) | 0.1 | $758k | 3.2k | 237.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 | |
| CBOE Holdings (CBOE) | 0.1 | $753k | 3.1k | 245.25 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $730k | 25k | 28.91 | |
| Huntington Ingalls Inds (HII) | 0.1 | $730k | 2.5k | 287.91 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $728k | 5.0k | 145.65 | |
| Ge Aerospace Com New (GE) | 0.1 | $703k | 2.3k | 300.82 | |
| Wal-Mart Stores (WMT) | 0.1 | $682k | 6.6k | 103.06 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $672k | 6.9k | 97.82 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $652k | 1.5k | 447.23 | |
| Molson Coors Beverage CL B (TAP) | 0.1 | $647k | 14k | 45.25 | |
| Boston Scientific Corporation (BSX) | 0.1 | $639k | 6.5k | 97.63 | |
| Mosaic (MOS) | 0.1 | $590k | 17k | 34.68 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.1 | $587k | 32k | 18.24 | |
| Intel Corporation (INTC) | 0.1 | $587k | 18k | 33.55 | |
| Steel Dynamics (STLD) | 0.1 | $578k | 4.1k | 139.43 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $573k | 768.00 | 746.64 | |
| ResMed (RMD) | 0.1 | $571k | 2.1k | 273.73 | |
| Paypal Holdings (PYPL) | 0.1 | $552k | 8.2k | 67.06 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $546k | 2.2k | 243.55 | |
| International Paper Company (IP) | 0.1 | $534k | 12k | 46.40 | |
| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $528k | 11k | 48.22 | |
| Emerson Electric (EMR) | 0.1 | $521k | 4.0k | 131.18 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $520k | 11k | 46.60 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $497k | 1.5k | 328.17 | |
| Air Products & Chemicals (APD) | 0.1 | $495k | 1.8k | 272.72 | |
| Chubb (CB) | 0.1 | $495k | 1.8k | 282.25 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $483k | 960.00 | 502.74 | |
| Albemarle Corporation (ALB) | 0.1 | $475k | 5.9k | 81.08 | |
| Bank of America Corporation (BAC) | 0.1 | $468k | 9.1k | 51.59 | |
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $463k | 4.2k | 110.49 | |
| First American Financial (FAF) | 0.1 | $457k | 7.1k | 64.24 | |
| Bath & Body Works In (BBWI) | 0.1 | $440k | 17k | 25.76 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.1 | $431k | 18k | 24.70 | |
| Caterpillar (CAT) | 0.1 | $429k | 900.00 | 477.15 | |
| Schlumberger Com Stk (SLB) | 0.1 | $424k | 12k | 34.37 | |
| Peak (DOC) | 0.1 | $421k | 22k | 19.15 | |
| Danaher Corporation (DHR) | 0.0 | $405k | 2.0k | 198.26 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $390k | 4.4k | 89.34 | |
| Aon Shs Cl A (AON) | 0.0 | $382k | 1.1k | 356.58 | |
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $374k | 6.9k | 53.87 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $360k | 2.2k | 167.33 | |
| Banco Santander Adr (SAN) | 0.0 | $358k | 34k | 10.48 | |
| Ge Vernova (GEV) | 0.0 | $355k | 577.00 | 614.90 | |
| First Business Financial Services (FBIZ) | 0.0 | $343k | 6.7k | 51.26 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $343k | 563.00 | 608.78 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $338k | 3.1k | 110.47 | |
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $335k | 9.5k | 35.28 | |
| Morgan Stanley Com New (MS) | 0.0 | $334k | 2.1k | 158.96 | |
| Automatic Data Processing (ADP) | 0.0 | $323k | 1.1k | 293.50 | |
| CarMax (KMX) | 0.0 | $314k | 7.0k | 44.87 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $311k | 1.7k | 182.42 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $308k | 2.9k | 106.78 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $292k | 3.0k | 96.55 | |
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $285k | 16k | 17.77 | |
| EOG Resources (EOG) | 0.0 | $280k | 2.5k | 112.12 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $272k | 5.1k | 53.40 | |
| Lowe's Companies (LOW) | 0.0 | $272k | 1.1k | 251.31 | |
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $255k | 6.1k | 41.75 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $249k | 2.9k | 87.21 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $247k | 1.4k | 176.81 | |
| Toll Brothers (TOL) | 0.0 | $227k | 1.6k | 138.14 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $227k | 1.2k | 186.49 | |
| Lennar Corp Cl A (LEN) | 0.0 | $213k | 1.7k | 126.04 | |
| Micron Technology (MU) | 0.0 | $213k | 1.3k | 167.32 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $210k | 1.7k | 123.75 | |
| Deere & Company (DE) | 0.0 | $208k | 455.00 | 457.26 |
