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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
+5.94%
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
$790M
AUM Growth
+$13.3M
Cap. Flow
-$19.5M
Cap. Flow %
-2.46%
Top 10 Hldgs %
35.4%
Holding
215
New
3
Increased
64
Reduced
88
Closed
4

Top Buys

Rank Stock Value
1
HSY icon
Hershey
HSY
+$3.47M
2
ES icon
Eversource Energy
ES
+$2.27M
3
TGT icon
Target
TGT
+$725K
4
TAP icon
Molson Coors Class B
TAP
+$652K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$584K

Top Sells

Rank Stock Value
1
CMA
Comerica
CMA
+$4.19M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.11M
3
MSFT icon
Microsoft
MSFT
+$1.85M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.62M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.5M

Sector Composition

Rank Sector Weight
1 Technology 11.21%
2 Financials 8.74%
3 Consumer Staples 6.8%
4 Healthcare 6.15%
5 Communication Services 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVOO icon
101
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.83B
$1.3M 0.16%
12,347
-183
-1% -$18.2K
VOT icon
102
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$1.26M 0.16%
4,430
-19
-0.4% -$4.9K
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$112B
$1.23M 0.16%
11,240
+29
+0.3% +$3K
COF icon
104
Capital One
COF
$134B
$1.23M 0.16%
5,772
-145
-2% -$27.1K
SO icon
105
Southern Company
SO
$107B
$1.09M 0.14%
11,853
-330
-3% -$29.6K
BNY
106
Bank of New York Mellon
BNY
$107B
$1.08M 0.14%
11,844
– –
HON icon
107
Honeywell
HON
$78B
$1.05M 0.13%
4,765
– –
SHW icon
108
Sherwin-Williams
SHW
$89.8B
$1.03M 0.13%
3,000
– –
ABBV icon
109
AbbVie
ABBV
$435B
$1.02M 0.13%
5,489
– –
EFX icon
110
Equifax
EFX
$21.4B
$980K 0.12%
3,777
-16
-0.4% -$4.07K
ABT icon
111
Abbott
ABT
$187B
$979K 0.12%
7,198
-42
-0.6% -$5.54K
MDLZ icon
112
Mondelez International
MDLZ
$79.9B
$969K 0.12%
14,371
– –
SYY icon
113
Sysco
SYY
$40.3B
$954K 0.12%
12,600
– –
NI icon
114
NiSource
NI
$20.4B
$951K 0.12%
23,565
+555
+2% +$21.8K
P
115
Everpure Inc
P
$29.9B
$947K 0.12%
16,450
-550
-3% -$27.4K
VTR icon
116
Ventas
VTR
$47.9B
$936K 0.12%
14,815
+334
+2% +$21.8K
IWD icon
117
iShares Russell 1000 Value ETF
IWD
$83.7B
$930K 0.12%
4,786
+1
+0% +$185
SYK icon
118
Stryker
SYK
$130B
$890K 0.11%
2,250
– –
MMM icon
119
3M
MMM
$94.3B
$890K 0.11%
5,843
-291
-5% -$41.6K
PINS icon
120
Pinterest
PINS
$13.4B
$881K 0.11%
24,560
+226
+0.9% +$6.86K
PANW icon
121
Palo Alto Networks
PANW
$297B
$879K 0.11%
4,295
– –
FLIN icon
122
Franklin FTSE India ETF
FLIN
$2.69B
$870K 0.11%
21,844
+1,354
+7% +$51.8K
LYB icon
123
LyondellBasell Industries
LYB
$19.2B
$858K 0.11%
14,828
-212
-1% -$12.4K
CRM icon
124
Salesforce
CRM
$158B
$851K 0.11%
3,122
+7
+0.2% +$1.87K
USRT icon
125
iShares Core US REIT ETF
USRT
$4.63B
$842K 0.11%
14,878
– –
3 4
5
6 7

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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 Q2 2025 Portfolio in Review

As of Q2 2025, 1834 Investment Advisors held 215 positions worth $790M, up 1.7% from $776M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 3.3%. 1834 Investment Advisors opened 3 new positions and exited 4, leaving the 215-position portfolio largely intact.

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

  • 1834 Investment Advisors's largest Q2 2025 buy was Eversource Energy: 36,891 shares worth $2.35M.
  • 1834 Investment Advisors added most to Hershey in Q2 2025, an estimated $3.47M increase.
  • 1834 Investment Advisors's biggest Q2 2025 reduction was iShares S&P 500 Growth ETF, cutting an estimated $3.11M.
  • 1834 Investment Advisors fully exited Comerica in Q2 2025, selling an estimated $4.19M.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $790M portfolio in Q2 2025.
  • 1834 Investment Advisors opened 3 new positions and closed 4 in Q2 2025.
  • 1834 Investment Advisors's portfolio value rose 1.7% quarter-over-quarter to $790M.

Based on 1834 Investment Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.