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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
CSCO icon
76
Cisco
CSCO
$441B
$2.4M 0.3%
30,996
-12,019
-28% -$941K
UNH icon
77
UnitedHealth
UNH
$387B
$2.17M 0.27%
8,037
-546
-6% -$163K
SHYG icon
78
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$2.13M 0.27%
50,242
+1,939
+4% +$82.8K
MDY icon
79
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$2.1M 0.26%
3,402
-5
-0.1% -$3.17K
XOM icon
80
ExxonMobil
XOM
$611B
$2.1M 0.26%
12,349
-573
-4% -$83.6K
KLAC icon
81
KLA
KLAC
$278B
$2.07M 0.26%
14,040
-510
-4% -$74.6K
IWM icon
82
iShares Russell 2000 ETF
IWM
$82.2B
$2.07M 0.26%
8,328
– –
BBY icon
83
Best Buy
BBY
$18B
$2.06M 0.26%
32,156
+1,302
+4% +$85.5K
META icon
84
Meta Platforms (Facebook)
META
$1.64T
$1.91M 0.24%
3,346
-78
-2% -$50K
OEF icon
85
iShares S&P 100 ETF
OEF
$20.1B
$1.85M 0.23%
5,801
+1,675
+41% +$561K
IJH icon
86
iShares Core S&P Mid-Cap ETF
IJH
$122B
$1.83M 0.23%
27,153
– –
IWF icon
87
iShares Russell 1000 Growth ETF
IWF
$123B
$1.71M 0.21%
16,068
-612
-4% -$69.5K
KR icon
88
Kroger
KR
$36B
$1.65M 0.21%
22,769
-19,980
-47% -$1.35M
VOT icon
89
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$1.65M 0.21%
6,393
+509
+9% +$140K
LAMR icon
90
Lamar Advertising Co
LAMR
$16.5B
$1.62M 0.2%
12,772
+6,974
+120% +$914K
D icon
91
Dominion Energy
D
$62.5B
$1.58M 0.2%
25,507
-57,622
-69% -$3.56M
V icon
92
Visa
V
$682B
$1.57M 0.2%
5,200
-101
-2% -$32.5K
VNQ icon
93
Vanguard Real Estate ETF
VNQ
$39.6B
$1.48M 0.19%
16,723
– –
VOE icon
94
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$1.44M 0.18%
7,809
+83
+1% +$15.5K
XLV icon
95
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$1.41M 0.18%
9,590
+766
+9% +$118K
BNY
96
Bank of New York Mellon
BNY
$108B
$1.41M 0.18%
11,844
– –
WFC icon
97
Wells Fargo
WFC
$265B
$1.38M 0.17%
17,284
-363
-2% -$31.2K
COST icon
98
Costco
COST
$417B
$1.36M 0.17%
1,360
+13
+1% +$12.7K
VBR icon
99
Vanguard Small-Cap Value ETF
VBR
$37.1B
$1.35M 0.17%
6,216
-85
-1% -$19K
ASML icon
100
ASML
ASML
$671B
$1.33M 0.17%
1,008
-51
-5% -$69.9K
2 3
4
5 6

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AAM
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IAM
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NW
Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
UM
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CG
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FC
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KWMG
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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.