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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
+2.9%
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
$801M
AUM Growth
+$4.21M
Cap. Flow
-$2.32M
Cap. Flow %
-0.29%
Top 10 Hldgs %
33.34%
Holding
211
New
7
Increased
62
Reduced
90
Closed
5

Top Buys

Rank Stock Value
1
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.03M
2
EIX icon
Edison International
EIX
+$3.48M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.16M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.97M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.93M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$3.66M
2
D icon
Dominion Energy
D
+$3.56M
3
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.21M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.91M
5
VIRT icon
Virtu Financial
VIRT
+$1.93M

Sector Composition

Rank Sector Weight
1 Technology 9.93%
2 Financials 7.44%
3 Healthcare 6.98%
4 Consumer Staples 6.42%
5 Energy 6.01%
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
$552K 0.07%
31,078
– –
CRM icon
152
Salesforce
CRM
$158B
$547K 0.07%
2,929
-305
-9% -$63.2K
HYMB icon
153
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
$544K 0.07%
+21,924
New +$550K
NVO
154
Novo Nordisk
NVO
$209B
$537K 0.07%
+14,603
New +$692K
VGT icon
155
Vanguard Information Technology ETF
VGT
$149B
$536K 0.07%
6,144
– –
COF icon
156
Capital One
COF
$134B
$535K 0.07%
2,932
-549
-16% -$115K
CB icon
157
Chubb
CB
$135B
$531K 0.07%
1,628
-59
-3% -$18.9K
APD icon
158
Air Products & Chemicals
APD
$67.6B
$527K 0.07%
1,815
– –
SHM icon
159
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$524K 0.07%
10,957
– –
EMR icon
160
Emerson Electric
EMR
$88.3B
$520K 0.06%
3,970
– –
ITM icon
161
VanEck Intermediate Muni ETF
ITM
$2.13B
$518K 0.06%
11,148
– –
KHC icon
162
Kraft Heinz
KHC
$30B
$493K 0.06%
21,900
-6,711
-23% -$158K
BRK.B icon
163
Berkshire Hathaway Class B
BRK.B
$1.13T
$463K 0.06%
966
– –
TAP icon
164
Molson Coors Class B
TAP
$8.09B
$441K 0.06%
10,240
-2,168
-17% -$103K
CCK icon
165
Crown Holdings
CCK
$13.1B
$433K 0.05%
4,318
+589
+16% +$62.9K
VRP icon
166
Invesco Variable Rate Preferred ETF
VRP
$3.02B
$420K 0.05%
17,511
+19
+0.1% +$463
XLE icon
167
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$419K 0.05%
6,836
-400
-6% -$21.5K
RTX icon
168
RTX Corp
RTX
$301B
$415K 0.05%
2,150
– –
CCI icon
169
Crown Castle
CCI
$32.2B
$413K 0.05%
5,085
-42,496
-89% -$3.66M
IP icon
170
International Paper
IP
$22B
$411K 0.05%
11,500
– –
VEEV icon
171
Veeva Systems
VEEV
$37.4B
$403K 0.05%
2,293
-371
-14% -$72.9K
MU icon
172
Micron Technology
MU
$991B
$389K 0.05%
1,152
-120
-9% -$47K
SUB icon
173
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$387K 0.05%
+3,631
New +$389K
PINS icon
174
Pinterest
PINS
$13.4B
$385K 0.05%
21,008
-3,279
-14% -$68.4K
NOC icon
175
Northrop Grumman
NOC
$81.2B
$384K 0.05%
563
– –
5 6
7
8 9

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1834 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1834 Investment Advisors held 211 positions worth $801M, up 0.53% from $797M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

1834 Investment Advisors's Q1 2026 filing shows 7 new, 62 increased, 90 reduced and 5 closed positions. Its largest new stake was Novo Nordisk: 14,603 shares worth $537K. The largest sale was Crown Castle, an estimated $3.66M.

By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 12% a quarter earlier, followed by Financials and Healthcare.

  • 1834 Investment Advisors's largest Q1 2026 buy was Novo Nordisk: 14,603 shares worth $537K.
  • 1834 Investment Advisors added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2026, an estimated $4.03M increase.
  • 1834 Investment Advisors's biggest Q1 2026 reduction was Crown Castle, cutting an estimated $3.66M.
  • 1834 Investment Advisors fully exited Adobe in Q1 2026, selling an estimated $800K.
  • 1834 Investment Advisors's ten largest holdings make up 33% of its $801M portfolio in Q1 2026.
  • 1834 Investment Advisors opened 7 new positions and closed 5 in Q1 2026.
  • 1834 Investment Advisors's portfolio value rose 0.53% quarter-over-quarter to $801M.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.