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1IA

1834 Investment Advisors Portfolio holdings

AUM $883M
1-Year Est. Return 23.82%
This Fund
S&P 500
This Quarter Est. Return
+0.72%
1 Year Est. Return
+23.82%
3 Year Est. Return
+61.82%
5 Year Est. Return
+69.87%
10 Year Est. Return
+204.78%
AUM
$776M
AUM Growth
-$13.4M
Cap. Flow
-$12.4M
Cap. Flow %
-1.6%
Top 10 Hldgs %
35.69%
Holding
223
New
7
Increased
71
Reduced
105
Closed
11

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.63M
2
EL icon
Estee Lauder
EL
+$2.49M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.1M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.88M
5
C icon
Citigroup
C
+$1.6M

Top Sells

Rank Stock Value
1
JHG
Janus Henderson
JHG
+$2.97M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.19M
3
VIRT icon
Virtu Financial
VIRT
+$2.14M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$2.13M
5
AAPL icon
Apple
AAPL
+$1.58M

Sector Composition

Rank Sector Weight
1 Technology 9.92%
2 Financials 9.2%
3 Healthcare 6.91%
4 Consumer Staples 6.2%
5 Energy 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$127B
$2.27M 0.29%
38,955
+82
+0.2% +$5.09K
WTM icon
77
White Mountains Insurance
WTM
$5.11B
$2.27M 0.29%
1,176
– –
SCHA icon
78
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$2.21M 0.28%
94,434
+16,051
+20% +$409K
UNP icon
79
Union Pacific
UNP
$175B
$2.16M 0.28%
9,128
-317
-3% -$76.3K
HD icon
80
Home Depot
HD
$348B
$2.15M 0.28%
5,855
-100
-2% -$39K
SHYG icon
81
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$2.1M 0.27%
49,297
+9,173
+23% +$394K
V icon
82
Visa
V
$676B
$1.92M 0.25%
5,471
+216
+4% +$73.1K
META icon
83
Meta Platforms (Facebook)
META
$1.52T
$1.89M 0.24%
3,281
+245
+8% +$158K
MDY icon
84
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.89M 0.24%
3,541
-15
-0.4% -$8.52K
IWM icon
85
iShares Russell 2000 ETF
IWM
$81.7B
$1.67M 0.22%
8,395
-45
-0.5% -$9.76K
IWF icon
86
iShares Russell 1000 Growth ETF
IWF
$128B
$1.67M 0.21%
18,476
-3,512
-16% -$346K
FAF icon
87
First American
FAF
$7.39B
$1.65M 0.21%
25,182
-2,455
-9% -$155K
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$43.6B
$1.61M 0.21%
11,000
-1,055
-9% -$153K
VNQ icon
89
Vanguard Real Estate ETF
VNQ
$38.6B
$1.51M 0.2%
16,723
-43
-0.3% -$3.9K
WSM icon
90
Williams-Sonoma
WSM
$29.6B
$1.36M 0.18%
8,617
-4,806
-36% -$929K
VBR icon
91
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$1.35M 0.17%
7,236
+131
+2% +$25.9K
COST icon
92
Costco
COST
$419B
$1.34M 0.17%
1,413
-104
-7% -$101K
VOE icon
93
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.28M 0.16%
7,978
+22
+0.3% +$3.6K
WFC icon
94
Wells Fargo
WFC
$264B
$1.28M 0.16%
17,795
-1,797
-9% -$135K
VBK icon
95
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$1.25M 0.16%
4,980
-130
-3% -$36K
IVOO icon
96
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.92B
$1.24M 0.16%
12,530
-5,750
-31% -$605K
IJR icon
97
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.17M 0.15%
11,211
-322
-3% -$36.3K
FTNT icon
98
Fortinet
FTNT
$122B
$1.15M 0.15%
11,979
+5,470
+84% +$555K
VTEB icon
99
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$1.15M 0.15%
23,210
+620
+3% +$31K
ABBV icon
100
AbbVie
ABBV
$435B
$1.15M 0.15%
5,489
-3,990
-42% -$776K
2 3
4
5 6

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1834 Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, 1834 Investment Advisors held 223 positions worth $776M, down 1.7% from $790M the previous quarter. Its ten largest holdings account for 36% of the portfolio.

1834 Investment Advisors's Q1 2025 filing shows 7 new, 71 increased, 105 reduced and 11 closed positions. Its largest new stake was Berkshire Hathaway Class A: 1 share worth $798K. The largest sale was Janus Henderson, an estimated $2.97M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 11% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q1 2025 buy was Berkshire Hathaway Class A: 1 share worth $798K.
  • 1834 Investment Advisors added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.63M increase.
  • 1834 Investment Advisors's biggest Q1 2025 reduction was Vanguard Short-Term Treasury ETF, cutting an estimated $2.19M.
  • 1834 Investment Advisors fully exited Janus Henderson in Q1 2025, selling an estimated $2.97M.
  • 1834 Investment Advisors's ten largest holdings make up 36% of its $776M portfolio in Q1 2025.
  • 1834 Investment Advisors opened 7 new positions and closed 11 in Q1 2025.
  • 1834 Investment Advisors's portfolio value fell 1.7% quarter-over-quarter to $776M.

Based on 1834 Investment Advisors's 13F filing for Q1 2025, filed 9 May 2025.