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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
ADBE icon
126
Adobe
ADBE
$107B
$827K 0.11%
2,157
+210
+11% +$90.1K
COP icon
127
ConocoPhillips
COP
$146B
$815K 0.11%
7,763
-109
-1% -$10.9K
TMO icon
128
Thermo Fisher Scientific
TMO
$220B
$815K 0.1%
1,637
+6
+0.4% +$3.25K
HES
129
DELISTED
Hess
HES
$811K 0.1%
5,080
-345
-6% -$50.7K
ISRG icon
130
Intuitive Surgical
ISRG
$137B
$808K 0.1%
1,632
-245
-13% -$135K
BRK.A icon
131
Berkshire Hathaway Class A
BRK.A
$1.15T
$798K 0.1%
+1
New +$729K
FLIN icon
132
Franklin FTSE India ETF
FLIN
$2.68B
$755K 0.1%
20,490
+9,985
+95% +$360K
PINS icon
133
Pinterest
PINS
$13.7B
$754K 0.1%
24,334
+817
+3% +$27.7K
P
134
Everpure Inc
P
$33B
$753K 0.1%
17,000
-5,755
-25% -$347K
PANW icon
135
Palo Alto Networks
PANW
$310B
$733K 0.09%
4,295
-779
-15% -$144K
EW icon
136
Edwards Lifesciences
EW
$53.1B
$733K 0.09%
10,107
+1,429
+16% +$102K
CBOE icon
137
Cboe Global Markets
CBOE
$30.5B
$729K 0.09%
3,220
-80
-2% -$16.6K
KHC icon
138
Kraft Heinz
KHC
$29.4B
$728K 0.09%
23,919
+8,627
+56% +$258K
BSX icon
139
Boston Scientific
BSX
$73.1B
$660K 0.09%
6,545
-135
-2% -$13.6K
OEF icon
140
iShares S&P 100 ETF
OEF
$20.5B
$652K 0.08%
+2,406
New +$691K
BLK icon
141
Blackrock
BLK
$176B
$640K 0.08%
676
+18
+3% +$17.6K
ITOT icon
142
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
$633K 0.08%
5,191
+7
+0.1% +$902
VEEV icon
143
Veeva Systems
VEEV
$38.1B
$616K 0.08%
2,658
+80
+3% +$18.3K
IP icon
144
International Paper
IP
$21.9B
$614K 0.08%
11,500
– –
XLF icon
145
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$609K 0.08%
12,227
– –
ITM icon
146
VanEck Intermediate Muni ETF
ITM
$2.13B
$608K 0.08%
13,349
-1,072
-7% -$49.3K
WMT icon
147
Walmart Inc
WMT
$886B
$582K 0.07%
6,626
+68
+1% +$6.38K
FPE icon
148
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$566K 0.07%
32,197
-1,383
-4% -$24.5K
AMD icon
149
Advanced Micro Devices
AMD
$778B
$555K 0.07%
5,398
-360
-6% -$40K
VTWO icon
150
Vanguard Russell 2000 ETF
VTWO
$17.3B
$554K 0.07%
6,873
– –
4 5
6
7 8

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GKFF
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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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KWM
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ACA
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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.