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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
(+3.2%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
35.27%
Holding
213
New
8
Increased
71
Reduced
84
Closed
9
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.97M |
| 2 |
Chevron
CVX
|
+$2.21M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.72M |
| 4 |
Eversource Energy
ES
|
+$1.35M |
| 5 |
Realty Income
O
|
+$1.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$5.43M |
| 2 |
Citigroup
C
|
+$3.25M |
| 3 |
Kroger
KR
|
+$3.21M |
| 4 |
Cisco
CSCO
|
+$3.14M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Lennar Class A
LEN
$21.2B
| $213K | 0.03% |
1,690
-170
| -9% | -$21.1K |
|
202
Micron Technology
MU
$991B
| $213K | 0.03% |
+1,272
| New | +$163K |
|
203
Duke Energy
DUK
$97.3B
| $210K | 0.03% |
1,700
| – | – |
|
204
Deere & Co
DE
$168B
| $208K | 0.03% |
455
| – | – |
|
205
Edwards Lifesciences
EW
$51.7B
| – | – |
-10,652
| Closed | -$833K |
|
|
FISV
206
Fiserv Inc
FISV
$27.9B
| – | – |
-1,489
| Closed | -$257K |
|
|
HES
207
DELISTED
Hess
HES
| – | – |
-5,080
| Closed | -$704K |
|
208
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| – | – |
-7,975
| Closed | -$421K |
|
209
Invesco QQQ Trust
QQQ
$481B
| – | – |
-390
| Closed | -$215K |
|
210
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| – | – |
-3,465
| Closed | -$287K |
|
211
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| – | – |
-14,056
| Closed | -$472K |
|
212
United Airlines
UAL
$42.1B
| – | – |
-4,140
| Closed | -$330K |
|
213
Warner Bros
WBD
$67.1B
| – | – |
-32,109
| Closed | -$368K |
|
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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.