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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
APD icon
151
Air Products & Chemicals
APD
$67.6B
$535K 0.07%
1,815
– –
KMX icon
152
CarMax
KMX
$8.26B
$531K 0.07%
6,812
+447
+7% +$35.8K
IGSB icon
153
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$522K 0.07%
9,973
-1,845
-16% -$95.9K
STLD icon
154
Steel Dynamics
STLD
$37.6B
$519K 0.07%
4,148
-595
-13% -$75.4K
BRK.B icon
155
Berkshire Hathaway Class B
BRK.B
$1.13T
$511K 0.07%
960
+200
+26% +$97.2K
BBWI icon
156
Bath & Body Works
BBWI
$4.1B
$507K 0.07%
16,736
+779
+5% +$27.6K
HII icon
157
Huntington Ingalls Industries
HII
$12.8B
$506K 0.07%
2,478
+546
+28% +$104K
TSM icon
158
TSMC
TSM
$2.18T
$502K 0.06%
3,024
+104
+4% +$20.2K
MOS icon
159
The Mosaic Company
MOS
$7.33B
$497K 0.06%
18,399
+1,650
+10% +$43.6K
XLE icon
160
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$489K 0.06%
10,474
-5,356
-34% -$241K
GE icon
161
GE Aerospace
GE
$384B
$468K 0.06%
2,337
– –
CCL icon
162
Carnival Corporation Ltd
CCL
$39.7B
$461K 0.06%
+23,592
New +$561K
VRP icon
163
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$451K 0.06%
18,606
-6,585
-26% -$160K
SLB icon
164
SLB Ltd
SLB
$75B
$442K 0.06%
10,578
+571
+6% +$23.4K
ASML icon
165
ASML
ASML
$669B
$442K 0.06%
667
+57
+9% +$41.5K
EMR icon
166
Emerson Electric
EMR
$88.3B
$435K 0.06%
3,970
-1,100
-22% -$133K
ALB icon
167
Albemarle
ALB
$15.5B
$428K 0.06%
5,938
+757
+15% +$61.6K
VGT icon
168
Vanguard Information Technology ETF
VGT
$149B
$417K 0.05%
6,144
– –
VTI icon
169
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$416K 0.05%
1,513
– –
INTC icon
170
Intel
INTC
$513B
$378K 0.05%
16,629
-3,250
-16% -$71.1K
PYPL icon
171
PayPal
PYPL
$50.5B
$373K 0.05%
5,709
-59
-1% -$4.6K
RTX icon
172
RTX Corp
RTX
$301B
$364K 0.05%
2,750
+42
+2% +$5.33K
GOOG icon
173
Alphabet (Google) Class C
GOOG
$4.32T
$350K 0.05%
2,240
-660
-23% -$121K
SPIB icon
174
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$345K 0.04%
10,373
+21
+0.2% +$692
WBD icon
175
Warner Bros
WBD
$67.1B
$344K 0.04%
32,033
-512
-2% -$5.36K
5 6
7
8 9

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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.