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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
+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
IVW icon
1
iShares S&P 500 Growth ETF
IVW
$73.8B
$43.7M 5.36%
361,933
-47,177
-12% -$5.43M
VGSH icon
2
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$41.8M 5.13%
710,683
-100
-0% -$5.87K
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$31.2M 3.83%
390,860
+9,257
+2% +$736K
IVE icon
4
iShares S&P 500 Value ETF
IVE
$49B
$30.7M 3.77%
148,596
-15,021
-9% -$3.02M
MSFT icon
5
Microsoft
MSFT
$3.45T
$26.4M 3.24%
50,896
-35
-0.1% -$17.9K
VCIT icon
6
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$26.2M 3.22%
311,761
+2,210
+0.7% +$184K
AAPL icon
7
Apple
AAPL
$4.54T
$25.2M 3.09%
98,774
-2,767
-3% -$625K
VGIT icon
8
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$22.5M 2.76%
374,989
+848
+0.2% +$50.6K
VOO icon
9
Vanguard S&P 500 ETF
VOO
$979B
$22.4M 2.75%
36,562
+648
+2% +$382K
SPYV icon
10
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$17.4M 2.13%
313,758
+11,463
+4% +$617K
IJK icon
11
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$15.1M 1.86%
157,952
-8,257
-5% -$778K
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$229B
$14M 1.71%
233,013
+29,464
+14% +$1.72M
IJJ icon
13
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.82B
$13.5M 1.66%
104,196
-7,758
-7% -$993K
SPYG icon
14
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.9B
$12.9M 1.59%
123,764
+623
+0.5% +$62K
T icon
15
AT&T
T
$159B
$12.8M 1.57%
454,117
-30,493
-6% -$866K
VMBS icon
16
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$12.7M 1.56%
270,166
+16,663
+7% +$774K
AVGO icon
17
Broadcom
AVGO
$1.85T
$11.2M 1.38%
34,047
-726
-2% -$223K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.36T
$10.8M 1.33%
44,432
-349
-0.8% -$73.1K
GLD icon
19
SPDR Gold Trust
GLD
$131B
$10.1M 1.24%
28,433
-579
-2% -$185K
VZ icon
20
Verizon
VZ
$195B
$9.39M 1.15%
213,680
-747
-0.3% -$32.3K
CVS icon
21
CVS Health
CVS
$133B
$9.31M 1.14%
123,433
+2,691
+2% +$184K
MO icon
22
Altria Group
MO
$114B
$9.1M 1.12%
137,691
+2,890
+2% +$183K
TFC icon
23
Truist Financial
TFC
$63.3B
$8.6M 1.06%
188,173
+50
+0% +$2.25K
KMI icon
24
Kinder Morgan
KMI
$71.7B
$8.43M 1.03%
297,643
-89,975
-23% -$2.46M
CTRA
25
DELISTED
Coterra Energy
CTRA
$8.36M 1.03%
353,411
+5,462
+2% +$132K
1
2 3 4 5

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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.