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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
EW icon
126
Edwards Lifesciences
EW
$51.7B
$833K 0.11%
10,652
+545
+5% +$40.6K
ADBE icon
127
Adobe
ADBE
$105B
$829K 0.11%
2,144
-13
-0.6% -$5.01K
AEP icon
128
American Electric Power
AEP
$68.4B
$807K 0.1%
7,780
+36
+0.5% +$3.75K
OEF icon
129
iShares S&P 100 ETF
OEF
$20.6B
$795K 0.1%
2,611
+205
+9% +$57.1K
ISRG icon
130
Intuitive Surgical
ISRG
$134B
$792K 0.1%
1,457
-175
-11% -$91.5K
VEEV icon
131
Veeva Systems
VEEV
$37.4B
$782K 0.1%
2,714
+56
+2% +$13.9K
TSM icon
132
TSMC
TSM
$2.18T
$766K 0.1%
3,382
+358
+12% +$66.3K
PEP icon
133
PepsiCo
PEP
$190B
$755K 0.1%
5,716
-245
-4% -$33K
AMD icon
134
Advanced Micro Devices
AMD
$789B
$755K 0.1%
5,318
-80
-1% -$8.71K
ITOT icon
135
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$738K 0.09%
5,467
+276
+5% +$34.4K
KHC icon
136
Kraft Heinz
KHC
$30B
$731K 0.09%
28,322
+4,403
+18% +$122K
BRK.A icon
137
Berkshire Hathaway Class A
BRK.A
$1.12T
$729K 0.09%
1
– –
SHM icon
138
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$717K 0.09%
15,001
-3,795
-20% -$180K
CBOE icon
139
Cboe Global Markets
CBOE
$29.9B
$716K 0.09%
3,070
-150
-5% -$33.4K
BLK icon
140
Blackrock
BLK
$176B
$709K 0.09%
676
– –
COP icon
141
ConocoPhillips
COP
$141B
$709K 0.09%
7,898
+135
+2% +$12.1K
HES
142
DELISTED
Hess
HES
$704K 0.09%
5,080
– –
BSX icon
143
Boston Scientific
BSX
$71.5B
$703K 0.09%
6,545
– –
CCL icon
144
Carnival Corporation Ltd
CCL
$39.7B
$674K 0.09%
23,964
+372
+2% +$7.96K
TMO icon
145
Thermo Fisher Scientific
TMO
$220B
$670K 0.08%
1,653
+16
+1% +$6.69K
MOS icon
146
The Mosaic Company
MOS
$7.33B
$668K 0.08%
18,305
-94
-0.5% -$3.01K
SHV icon
147
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$649K 0.08%
5,880
-2,383
-29% -$263K
WMT icon
148
Walmart Inc
WMT
$890B
$648K 0.08%
6,626
– –
XLF icon
149
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$640K 0.08%
12,227
– –
HII icon
150
Huntington Ingalls Industries
HII
$12.8B
$603K 0.08%
2,496
+18
+0.7% +$4.02K
4 5
6
7 8

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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.