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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
FPE icon
151
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$587K 0.07%
32,197
– –
INTC icon
152
Intel
INTC
$513B
$587K 0.07%
17,496
+602
+4% +$14.6K
STLD icon
153
Steel Dynamics
STLD
$37.6B
$578K 0.07%
4,148
– –
VGT icon
154
Vanguard Information Technology ETF
VGT
$149B
$573K 0.07%
6,144
– –
RMD icon
155
ResMed
RMD
$30.7B
$570K 0.07%
+2,084
New +$569K
PYPL icon
156
PayPal
PYPL
$50.5B
$552K 0.07%
8,232
+1,256
+18% +$88.5K
GOOG icon
157
Alphabet (Google) Class C
GOOG
$4.32T
$546K 0.07%
2,240
– –
IP icon
158
International Paper
IP
$22B
$534K 0.07%
11,500
– –
SHM icon
159
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$528K 0.06%
10,957
-4,044
-27% -$195K
EMR icon
160
Emerson Electric
EMR
$88.3B
$521K 0.06%
3,970
– –
ITM icon
161
VanEck Intermediate Muni ETF
ITM
$2.13B
$519K 0.06%
11,148
– –
VTI icon
162
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$497K 0.06%
1,515
+2
+0.1% +$632
APD icon
163
Air Products & Chemicals
APD
$67.6B
$495K 0.06%
1,815
– –
CB icon
164
Chubb
CB
$135B
$495K 0.06%
+1,753
New +$482K
BRK.B icon
165
Berkshire Hathaway Class B
BRK.B
$1.13T
$483K 0.06%
960
– –
ALB icon
166
Albemarle
ALB
$15.5B
$474K 0.06%
5,852
-223
-4% -$17.2K
BAC icon
167
Bank of America
BAC
$442B
$468K 0.06%
9,077
-592
-6% -$28.9K
SHV icon
168
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$463K 0.06%
4,188
-1,692
-29% -$187K
FAF icon
169
First American
FAF
$7.58B
$457K 0.06%
7,119
-17,540
-71% -$1.11M
BBWI icon
170
Bath & Body Works
BBWI
$4.1B
$440K 0.05%
17,092
+69
+0.4% +$2.04K
VRP icon
171
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$431K 0.05%
17,455
-1,170
-6% -$28.8K
CAT icon
172
Caterpillar
CAT
$387B
$429K 0.05%
900
– –
SLB icon
173
SLB Ltd
SLB
$75B
$424K 0.05%
12,328
+519
+4% +$18.1K
DOC icon
174
Healthpeak Properties
DOC
$14.8B
$421K 0.05%
+21,986
New +$394K
DHR icon
175
Danaher
DHR
$144B
$405K 0.05%
2,041
+59
+3% +$11.7K
5 6
7
8 9

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I
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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.