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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
+5.7%
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
$815M
AUM Growth
+$25.1M
Cap. Flow
-$12.8M
Cap. Flow %
-1.57%
Top 10 Hldgs %
35.27%
Holding
213
New
8
Increased
71
Reduced
84
Closed
9

Top Buys

Rank Stock Value
1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.97M
2
CVX icon
Chevron
CVX
+$2.21M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.72M
4
ES icon
Eversource Energy
ES
+$1.35M
5
O icon
Realty Income
O
+$1.24M

Top Sells

Rank Stock Value
1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.43M
2
C icon
Citigroup
C
+$3.25M
3
KR icon
Kroger
KR
+$3.21M
4
CSCO icon
Cisco
CSCO
+$3.14M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.02M

Sector Composition

Rank Sector Weight
1 Technology 11.75%
2 Financials 8.13%
3 Consumer Staples 6.4%
4 Healthcare 6.32%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LYB icon
126
LyondellBasell Industries
LYB
$19.2B
$851K 0.1%
17,350
+2,522
+17% +$142K
SYK icon
127
Stryker
SYK
$130B
$818K 0.1%
2,213
-37
-2% -$14.3K
VEEV icon
128
Veeva Systems
VEEV
$37.4B
$814K 0.1%
2,734
+20
+0.7% +$5.63K
PINS icon
129
Pinterest
PINS
$13.4B
$807K 0.1%
25,088
+528
+2% +$19.1K
ADBE icon
130
Adobe
ADBE
$105B
$804K 0.1%
2,279
+135
+6% +$48.4K
TMO icon
131
Thermo Fisher Scientific
TMO
$220B
$804K 0.1%
1,657
+4
+0.2% +$1.86K
PEP icon
132
PepsiCo
PEP
$190B
$803K 0.1%
5,716
– –
KHC icon
133
Kraft Heinz
KHC
$30B
$797K 0.1%
30,607
+2,285
+8% +$62.1K
AMD icon
134
Advanced Micro Devices
AMD
$789B
$792K 0.1%
4,895
-423
-8% -$68.3K
BLK icon
135
Blackrock
BLK
$176B
$792K 0.1%
679
+3
+0.4% +$3.35K
COP icon
136
ConocoPhillips
COP
$141B
$788K 0.1%
8,326
+428
+5% +$40.5K
COF icon
137
Capital One
COF
$134B
$777K 0.1%
3,654
-2,118
-37% -$464K
CRM icon
138
Salesforce
CRM
$158B
$758K 0.09%
3,198
+76
+2% +$19.2K
BRK.A icon
139
Berkshire Hathaway Class A
BRK.A
$1.12T
$754K 0.09%
1
– –
CBOE icon
140
Cboe Global Markets
CBOE
$29.9B
$753K 0.09%
3,070
– –
CCL icon
141
Carnival Corporation Ltd
CCL
$39.7B
$730K 0.09%
25,263
+1,299
+5% +$39.2K
HII icon
142
Huntington Ingalls Industries
HII
$12.8B
$730K 0.09%
2,535
+39
+2% +$10.4K
ITOT icon
143
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$728K 0.09%
4,995
-472
-9% -$66.2K
GE icon
144
GE Aerospace
GE
$384B
$703K 0.09%
2,337
– –
WMT icon
145
Walmart Inc
WMT
$890B
$682K 0.08%
6,618
-8
-0.1% -$796
VTWO icon
146
Vanguard Russell 2000 ETF
VTWO
$17.4B
$672K 0.08%
6,873
– –
ISRG icon
147
Intuitive Surgical
ISRG
$134B
$652K 0.08%
1,457
– –
TAP icon
148
Molson Coors Class B
TAP
$8.09B
$647K 0.08%
14,297
+2,466
+21% +$122K
BSX icon
149
Boston Scientific
BSX
$71.5B
$639K 0.08%
6,545
– –
MOS icon
150
The Mosaic Company
MOS
$7.33B
$590K 0.07%
17,012
-1,293
-7% -$44.5K
4 5
6
7 8

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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 Q3 2025 Portfolio in Review

As of Q3 2025, 1834 Investment Advisors held 213 positions worth $815M, up 3.2% from $790M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

1834 Investment Advisors's Q3 2025 filing shows 8 new, 71 increased, 84 reduced and 9 closed positions. Its largest new stake was Realty Income: 21,279 shares worth $1.29M. The largest sale was iShares S&P 500 Growth ETF, an estimated $5.43M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Staples.

  • 1834 Investment Advisors's largest Q3 2025 buy was Realty Income: 21,279 shares worth $1.29M.
  • 1834 Investment Advisors added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q3 2025, an estimated $2.97M increase.
  • 1834 Investment Advisors's biggest Q3 2025 reduction was iShares S&P 500 Growth ETF, cutting an estimated $5.43M.
  • 1834 Investment Advisors fully exited Edwards Lifesciences in Q3 2025, selling an estimated $833K.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $815M portfolio in Q3 2025.
  • 1834 Investment Advisors opened 8 new positions and closed 9 in Q3 2025.
  • 1834 Investment Advisors's portfolio value rose 3.2% quarter-over-quarter to $815M.

Based on 1834 Investment Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.