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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
+2.54%
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
$797M
AUM Growth
-$17.8M
Cap. Flow
-$31.8M
Cap. Flow %
-3.99%
Top 10 Hldgs %
35.02%
Holding
214
New
10
Increased
36
Reduced
122
Closed
10

Top Buys

Rank Stock Value
1
UBSI icon
United Bankshares
UBSI
+$3.59M
2
USB icon
US Bancorp
USB
+$2.78M
3
EIX icon
Edison International
EIX
+$2.31M
4
PCAR icon
PACCAR
PCAR
+$1.71M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Top Sells

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$4.57M
2
KR icon
Kroger
KR
+$2.49M
3
VIRT icon
Virtu Financial
VIRT
+$2.38M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.14M
5
CCI icon
Crown Castle
CCI
+$2M

Sector Composition

Rank Sector Weight
1 Technology 11.57%
2 Financials 8.35%
3 Healthcare 6.87%
4 Consumer Staples 6.16%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EIX icon
76
Edison International
EIX
$26.4B
$2.42M 0.3%
+40,277
New +$2.31M
META icon
77
Meta Platforms (Facebook)
META
$1.51T
$2.26M 0.28%
3,424
+10
+0.3% +$6.68K
O icon
78
Realty Income
O
$59.1B
$2.24M 0.28%
39,734
+18,455
+87% +$1.07M
EL icon
79
Estee Lauder
EL
$32B
$2.12M 0.27%
20,272
-17,371
-46% -$1.69M
SHYG icon
80
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
$2.07M 0.26%
48,303
-14,846
-24% -$637K
BBY icon
81
Best Buy
BBY
$17.3B
$2.07M 0.26%
30,854
-208
-0.7% -$15.9K
MDY icon
82
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$2.06M 0.26%
3,407
-124
-4% -$74.2K
IWM icon
83
iShares Russell 2000 ETF
IWM
$81.9B
$2.05M 0.26%
8,328
– –
IWF icon
84
iShares Russell 1000 Growth ETF
IWF
$128B
$1.97M 0.25%
16,680
-1,036
-6% -$123K
V icon
85
Visa
V
$677B
$1.86M 0.23%
5,301
+8
+0.2% +$2.73K
PCAR icon
86
PACCAR
PCAR
$70.1B
$1.83M 0.23%
+16,721
New +$1.71M
IJH icon
87
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1.79M 0.22%
27,153
-574
-2% -$37.6K
KLAC icon
88
KLA
KLAC
$259B
$1.77M 0.22%
14,550
-810
-5% -$95K
LYB icon
89
LyondellBasell Industries
LYB
$19.2B
$1.71M 0.21%
39,479
+22,129
+128% +$1M
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$1.66M 0.21%
33,043
+13,175
+66% +$663K
WFC icon
91
Wells Fargo
WFC
$264B
$1.64M 0.21%
17,647
-515
-3% -$44.7K
VOT icon
92
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$1.64M 0.21%
5,884
+1,310
+29% +$375K
XOM icon
93
ExxonMobil
XOM
$634B
$1.56M 0.2%
12,922
-8,170
-39% -$948K
DOC icon
94
Healthpeak Properties
DOC
$14.8B
$1.51M 0.19%
93,870
+71,884
+327% +$1.27M
VNQ icon
95
Vanguard Real Estate ETF
VNQ
$39.1B
$1.48M 0.19%
16,723
– –
OEF icon
96
iShares S&P 100 ETF
OEF
$20.5B
$1.42M 0.18%
4,126
+98
+2% +$33.3K
HD icon
97
Home Depot
HD
$355B
$1.39M 0.17%
4,044
-1,698
-30% -$622K
BNY
98
Bank of New York Mellon
BNY
$107B
$1.37M 0.17%
11,844
– –
VOE icon
99
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$1.37M 0.17%
7,726
-184
-2% -$32.2K
XLV icon
100
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$1.37M 0.17%
8,824
-164
-2% -$24.6K
2 3
4
5 6

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I
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OHA
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HT
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AGDI
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FCM
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MC
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KWM
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1834 Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 1834 Investment Advisors held 214 positions worth $797M, down 2.2% from $815M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

1834 Investment Advisors withdrew a net $31.8M in Q4 2025, closing 10 positions and reducing 122 holdings. Its most notable exit was Dow Inc, an estimated $1.82M position sold in full.

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

Against the trend, 1834 Investment Advisors opened a new position in United Bankshares worth $3.7M.

  • 1834 Investment Advisors's largest Q4 2025 buy was United Bankshares: 96,344 shares worth $3.7M.
  • 1834 Investment Advisors added most to US Bancorp in Q4 2025, an estimated $2.78M increase.
  • 1834 Investment Advisors's biggest Q4 2025 reduction was Ally Financial, cutting an estimated $4.57M.
  • 1834 Investment Advisors fully exited Dow Inc in Q4 2025, selling an estimated $1.82M.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $797M portfolio in Q4 2025.
  • 1834 Investment Advisors opened 10 new positions and closed 10 in Q4 2025.
  • 1834 Investment Advisors's portfolio value fell 2.2% quarter-over-quarter to $797M.

Based on 1834 Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.