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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+2.9%
1 Year Est. Return
+18.16%
3 Year Est. Return
+51.83%
5 Year Est. Return
+61.58%
10 Year Est. Return
+182.02%
AUM
$801M
AUM Growth
+$4.21M
Cap. Flow
-$2.32M
Cap. Flow %
-0.29%
Top 10 Hldgs %
33.34%
Holding
211
New
7
Increased
62
Reduced
90
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.03M
2
EIX icon
Edison International
EIX
+$3.48M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.16M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.97M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.93M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$3.66M
2
D icon
Dominion Energy
D
+$3.56M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.21M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.91M
5
VIRT icon
Virtu Financial
VIRT
+$1.93M

Sector Composition

Rank Sector Weight
1 Technology 9.93%
2 Financials 7.44%
3 Healthcare 6.98%
4 Consumer Staples 6.42%
5 Energy 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$609B
$9.52M 1.19%
38,934
-622
-2% -$145K
MO icon
27
Altria Group
MO
$124B
$8.94M 1.12%
135,454
-685
-0.5% -$44.1K
TFC icon
28
Truist Financial
TFC
$65.4B
$8.6M 1.07%
187,020
+2,992
+2% +$148K
PFE icon
29
Pfizer
PFE
$143B
$8.08M 1.01%
287,695
+9,408
+3% +$250K
CVS icon
30
CVS Health
CVS
$137B
$7.61M 0.95%
106,004
-12,043
-10% -$928K
DG icon
31
Dollar General
DG
$27.7B
$7.27M 0.91%
61,218
-2,307
-4% -$329K
JPM icon
32
JPMorgan Chase
JPM
$907B
$6.93M 0.87%
23,565
-117
-0.5% -$35.5K
EIX icon
33
Edison International
EIX
$29.9B
$6.73M 0.84%
91,962
+51,685
+128% +$3.48M
CNH
34
CNH Industrial
CNH
$13.2B
$6.7M 0.84%
609,188
+23,925
+4% +$269K
KMI icon
35
Kinder Morgan
KMI
$71.9B
$6.66M 0.83%
198,734
-53,340
-21% -$1.67M
WEC icon
36
WEC Energy
WEC
$36.9B
$6.53M 0.81%
56,394
+163
+0.3% +$18.3K
HSY icon
37
Hershey
HSY
$34.8B
$6.5M 0.81%
31,260
+1,324
+4% +$279K
VWO icon
38
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$6.11M 0.76%
113,089
+4,270
+4% +$239K
LMT icon
39
Lockheed Martin
LMT
$117B
$6.1M 0.76%
10,091
-479
-5% -$295K
AMZN icon
40
Amazon
AMZN
$2.66T
$5.9M 0.74%
28,317
-183
-0.6% -$40.3K
F icon
41
Ford
F
$56.7B
$5.55M 0.69%
481,092
+3,094
+0.6% +$40.7K
TGT icon
42
Target
TGT
$63.4B
$5.42M 0.68%
44,758
+1,427
+3% +$161K
IVV icon
43
iShares Core S&P 500 ETF
IVV
$881B
$5.4M 0.67%
8,273
-355
-4% -$242K
ES icon
44
Eversource Energy
ES
$28.1B
$5.12M 0.64%
73,892
+8,564
+13% +$605K
NVDA icon
45
NVIDIA
NVDA
$4.91T
$5.08M 0.63%
29,131
+23
+0.1% +$4.22K
TXN icon
46
Texas Instruments
TXN
$258B
$5.06M 0.63%
26,067
+328
+1% +$66.4K
FNF icon
47
Fidelity National Financial
FNF
$14B
$4.96M 0.62%
107,041
+197
+0.2% +$10.2K
UBSI icon
48
United Bankshares
UBSI
$6.56B
$4.64M 0.58%
111,894
+15,550
+16% +$646K
USB icon
49
US Bancorp
USB
$98.4B
$4.6M 0.57%
88,451
+14,219
+19% +$781K
SDY icon
50
State Street SPDR S&P Dividend ETF
SDY
$21.8B
$4.54M 0.57%
31,089
-867
-3% -$129K
1
2
3 4 5

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LWM
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1834 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1834 Investment Advisors held 211 positions worth $801M, up 0.53% from $797M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

1834 Investment Advisors's Q1 2026 filing shows 7 new, 62 increased, 90 reduced and 5 closed positions. Its largest new stake was Novo Nordisk: 14,603 shares worth $537K. The largest sale was Crown Castle, an estimated $3.66M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q1 2026 buy was Novo Nordisk: 14,603 shares worth $537K.
  • 1834 Investment Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026, an estimated $4.03M increase.
  • 1834 Investment Advisors's biggest Q1 2026 reduction was Crown Castle, cutting an estimated $3.66M.
  • 1834 Investment Advisors fully exited Adobe in Q1 2026, selling an estimated $800K.
  • 1834 Investment Advisors's ten largest holdings make up 33% of its $801M portfolio in Q1 2026.
  • 1834 Investment Advisors opened 7 new positions and closed 5 in Q1 2026.
  • 1834 Investment Advisors's portfolio value rose 0.53% quarter-over-quarter to $801M.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.