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1IA

1834 Investment Advisors Portfolio holdings

AUM $801M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
+2.54%
1 Year Est. Return
+18.16%
3 Year Est. Return
+51.83%
5 Year Est. Return
+61.58%
10 Year Est. Return
+182.02%
AUM
$797M
AUM Growth
-$17.8M
Cap. Flow
-$31.8M
Cap. Flow %
-3.99%
Top 10 Hldgs %
35.02%
Holding
214
New
10
Increased
36
Reduced
122
Closed
10

Top Buys

Rank Stock Value
1
UBSI icon
United Bankshares
UBSI
+$3.59M
2
USB icon
US Bancorp
USB
+$2.78M
3
EIX icon
Edison International
EIX
+$2.31M
4
PCAR icon
PACCAR
PCAR
+$1.71M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.35M

Top Sells

Rank Stock Value
1
ALLY icon
Ally Financial
ALLY
+$4.57M
2
KR icon
Kroger
KR
+$2.49M
3
VIRT icon
Virtu Financial
VIRT
+$2.38M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$2.14M
5
CCI icon
Crown Castle
CCI
+$2M

Sector Composition

Rank Sector Weight
1 Technology 11.57%
2 Financials 8.35%
3 Healthcare 6.87%
4 Consumer Staples 6.16%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
1
iShares S&P 500 Growth ETF
IVW
$71.4B
$43.1M 5.41%
349,945
-11,988
-3% -$1.47M
VGSH icon
2
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$40.1M 5.03%
682,464
-28,219
-4% -$1.66M
VCSH icon
3
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$32.5M 4.08%
407,772
+16,912
+4% +$1.35M
IVE icon
4
iShares S&P 500 Value ETF
IVE
$49.5B
$29.3M 3.68%
138,396
-10,200
-7% -$2.14M
AAPL icon
5
Apple
AAPL
$5.03T
$25.2M 3.17%
92,806
-5,968
-6% -$1.6M
VCIT icon
6
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$24.4M 3.06%
291,325
-20,436
-7% -$1.72M
MSFT icon
7
Microsoft
MSFT
$2.92T
$23.6M 2.96%
48,814
-2,082
-4% -$1.04M
VOO icon
8
Vanguard S&P 500 ETF
VOO
$966B
$22.7M 2.85%
36,225
-337
-0.9% -$209K
VGIT icon
9
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$21M 2.63%
350,111
-24,878
-7% -$1.5M
SPYV icon
10
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$17.1M 2.15%
301,112
-12,646
-4% -$710K
IJK icon
11
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$14.9M 1.87%
153,648
-4,304
-3% -$414K
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$225B
$14.7M 1.85%
235,415
+2,402
+1% +$147K
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$4.07T
$13.4M 1.68%
42,885
-1,547
-3% -$442K
SPYG icon
14
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.9B
$13.2M 1.65%
123,625
-139
-0.1% -$14.7K
IJJ icon
15
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.91B
$13.1M 1.64%
99,470
-4,726
-5% -$615K
VMBS icon
16
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$13M 1.63%
276,082
+5,916
+2% +$279K
AVGO icon
17
Broadcom
AVGO
$1.81T
$11.6M 1.45%
33,430
-617
-2% -$221K
GLD icon
18
SPDR Gold Trust
GLD
$130B
$10.9M 1.37%
27,609
-824
-3% -$315K
T icon
19
AT&T
T
$167B
$10.3M 1.29%
414,075
-40,042
-9% -$1.01M
CVS icon
20
CVS Health
CVS
$138B
$9.37M 1.18%
118,047
-5,386
-4% -$425K
TFC icon
21
Truist Financial
TFC
$64.3B
$9.06M 1.14%
184,028
-4,145
-2% -$191K
MRK icon
22
Merck
MRK
$324B
$8.77M 1.1%
83,295
+3,837
+5% +$360K
CTRA
23
DELISTED
Coterra Energy
CTRA
$8.66M 1.09%
329,145
-24,266
-7% -$611K
BMY icon
24
Bristol-Myers Squibb
BMY
$130B
$8.66M 1.09%
160,542
+970
+0.6% +$46.7K
APA icon
25
APA Corp
APA
$12.8B
$8.48M 1.06%
346,838
+17,774
+5% +$430K
1
2 3 4 5

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1834 Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 1834 Investment Advisors held 214 positions worth $797M, down 2.2% from $815M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

1834 Investment Advisors withdrew a net $31.8M in Q4 2025, closing 10 positions and reducing 122 holdings. Its most notable exit was Dow Inc, an estimated $1.82M position sold in full.

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

Against the trend, 1834 Investment Advisors opened a new position in United Bankshares worth $3.7M.

  • 1834 Investment Advisors's largest Q4 2025 buy was United Bankshares: 96,344 shares worth $3.7M.
  • 1834 Investment Advisors added most to US Bancorp in Q4 2025, an estimated $2.78M increase.
  • 1834 Investment Advisors's biggest Q4 2025 reduction was Ally Financial, cutting an estimated $4.57M.
  • 1834 Investment Advisors fully exited Dow Inc in Q4 2025, selling an estimated $1.82M.
  • 1834 Investment Advisors's ten largest holdings make up 35% of its $797M portfolio in Q4 2025.
  • 1834 Investment Advisors opened 10 new positions and closed 10 in Q4 2025.
  • 1834 Investment Advisors's portfolio value fell 2.2% quarter-over-quarter to $797M.

Based on 1834 Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.