1834 Investment Advisors Co Top Holdings and 13F Report (2025) About 1834 Investment Advisors CoInvestment Activity1834 Investment Advisors Co has $776.50 million in total holdings as of March 31, 2025.1834 Investment Advisors Co owns shares of 206 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 5.44% of the portfolio was sold this quarter.This quarter, 1834 Investment Advisors Co has purchased 210 new stocks and bought additional shares in 72 stocks.1834 Investment Advisors Co sold shares of 104 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $43,194,914iShares S&P 500 Growth ETF $40,895,306iShares S&P 500 Value ETF $32,843,147Vanguard Short-Term Corporate Bond ETF $31,585,079Vanguard Intermediate-Term Corporate Bond ETF $26,822,148 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $798,442 Holding464287101 - iShares S&P 100 ETF $651,617 Holding143658300 - Carnival Co. & $460,752 Holding427866108 - Hershey $326,839 Holding46090E103 - Invesco QQQ $288,386 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,869 shares (about $2.50M)Estée Lauder Companies 34,463 shares (about $2.27M)SPDR Portfolio S&P 500 Growth ETF 24,072 shares (about $1.93M)Vanguard Mortgage-Backed Securities ETF 41,062 shares (about $1.90M)Ally Financial 43,059 shares (about $1.57M) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 37,502 shares (about $2.20M)Virtu Financial 57,497 shares (about $2.19M)iShares S&P Mid-Cap 400 Value ETF 16,989 shares (about $2.03M)Chevron 10,102 shares (about $1.69M)Apple 6,828 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings of1834 Investment Advisors Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$43,194,914$2,200,993 ▼-4.8%735,9845.6%ETFIVWiShares S&P 500 Growth ETF$40,895,306$1,151,184 ▼-2.7%440,5405.3%ETFIVEiShares S&P 500 Value ETF$32,843,147$1,499,671 ▼-4.4%172,3334.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$31,585,079$1,344,032 ▲4.4%400,1154.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$26,822,148$1,013,659 ▲3.9%328,0603.5%ETFVGITVanguard Intermediate-Term Treasury Index ETF$23,516,580$526,462 ▼-2.2%395,9023.0%ETFAAPLApple$22,981,220$1,516,710 ▼-6.2%103,4583.0%Computer and TechnologyMSFTMicrosoft$20,716,171$456,847 ▼-2.2%55,1862.7%Computer and TechnologyVOOVanguard S&P 500 ETF$18,954,028$2,502,228 ▲15.2%36,8822.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$15,654,540$866,045 ▲5.9%306,5312.0%ETFTAT&T$14,855,444$735,788 ▼-4.7%525,2991.9%Computer and TechnologyIJKiShares S&P Mid-Cap 400 Growth ETF$14,505,611$992,280 ▼-6.4%174,1791.9%ETFIJJiShares S&P Mid-Cap 400 Value ETF$14,356,132$2,034,097 ▼-12.4%119,9041.8%ETFKMIKinder Morgan$12,202,167$552,740 ▼-4.3%427,6961.6%EnergyVMBSVanguard Mortgage-Backed Securities ETF$11,536,412$1,901,579 ▲19.7%249,1131.5%ETFVEAVanguard FTSE Developed Markets ETF$10,342,838$384,275 ▲3.9%203,4791.3%ETFVZVerizon Communications$9,924,032$334,666 ▼-3.3%218,7841.3%Computer and TechnologyBMYBristol-Myers Squibb$9,684,619$280,737 ▼-2.8%158,7901.2%MedicalCTRACoterra Energy$9,665,981$477,804 ▲5.2%334,4631.2%EnergyALLYAlly Financial$9,416,153$1,570,362 ▲20.0%258,1891.2%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$9,349,068$1,934,672 ▲26.1%116,3251.2%ETFKRKroger$9,289,517$414,128 ▼-4.3%137,2361.2%Retail/WholesaleGLDSPDR Gold Shares$8,899,340$1,210,495 ▼-12.0%30,8851.1%FinanceVIRTVirtu Financial$8,742,815$2,191,784 ▼-20.0%229,3501.1%FinanceMOAltria Group$8,357,845$1,054,357 ▼-11.2%139,2371.1%Consumer StaplesCVSCVS Health$8,227,488$368,289 ▲4.7%121,4391.1%MedicalTFCTruist Financial$7,744,307$316,855 ▼-3.9%188,1971.0%FinanceCNH INDL N V$7,473,338$1,237,554 ▲19.8%608,5781.0%SHSCCICrown Castle$7,248,090$128,933 ▼-1.7%69,5390.9%FinanceJNJJohnson & Johnson$7,210,991$374,132 ▼-4.9%43,4820.9%MedicalFNFFidelity National Financial$7,032,415$151,832 ▼-2.1%108,0580.9%FinanceGOOGLAlphabet$6,979,814$123,712 ▼-1.7%45,1360.9%Computer and TechnologyPFEPfizer$6,953,413$141,701 ▲2.1%274,4050.9%MedicalWECWEC Energy Group$6,612,689$1,414,234 ▼-17.6%60,6780.9%UtilitiesCSCOCisco Systems$6,577,058$542,740 ▼-7.6%106,5800.8%Computer and TechnologyCCitigroup$6,514,753$1,556,030 ▲31.4%91,7700.8%FinanceMRKMerck & Co., Inc.$6,293,187$295,512 ▲4.9%70,1060.8%MedicalDDominion Energy$6,273,625$57,528 ▲0.9%111,8890.8%UtilitiesWUWestern Union$6,050,449$939,176 ▲18.4%571,8760.8%Business ServicesJPMJPMorgan Chase & Co.$5,995,137$323,796 ▼-5.1%24,4400.8%FinanceAPAAPA$5,891,600$1,486,789 ▲33.8%280,2850.8%EnergyAVGOBroadcom$5,877,733$162,405 ▼-2.7%35,1060.8%Computer and TechnologySDYSPDR S&P Dividend ETF$5,851,451$200,127 ▼-3.3%43,1270.8%ETFDGDollar General$5,848,840$130,136 ▲2.3%66,5170.8%Retail/WholesaleIVViShares Core S&P 500 ETF$5,686,242$97,767 ▼-1.7%10,1200.7%ETFLMTLockheed Martin$5,630,314$792,461 ▼-12.3%12,6040.7%AerospaceAMZNAmazon.com$5,382,266$58,600 ▲1.1%28,2890.7%Retail/WholesaleUNHUnitedHealth Group$5,320,343$306,923 ▼-5.5%10,1580.7%MedicalQCOMQUALCOMM$4,806,972$77,113 ▲1.6%31,2930.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,436,814$490,032 ▲12.4%98,0290.6%ETFSPYSPDR S&P 500 ETF Trust$4,257,582$1,274,310 ▲42.7%7,6110.5%FinanceCMAComerica$4,185,022$1,223,447 ▼-22.6%70,8560.5%FinancePGProcter & Gamble$3,809,910$550,457 ▼-12.6%22,3560.5%Consumer StaplesCAGConagra Brands$3,692,542$96,572 ▲2.7%138,4530.5%Consumer StaplesFFord Motor$3,666,196$809,882 ▲28.4%365,5230.5%Auto/Tires/TrucksIJTiShares S&P Small-Cap 600 Growth ETF$3,655,344$118,027 ▼-3.1%29,3600.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,615,786$141,832 ▼-3.8%37,0930.5%ETFPSAPublic Storage$3,594,940$416,297 ▼-10.4%12,0120.5%FinanceTXNTexas Instruments$3,561,069$64,152 ▲1.8%19,8170.5%Computer and TechnologyTSNTyson Foods$3,351,302$542,832 ▲19.3%52,5200.4%Consumer StaplesCVXChevron$3,328,196$1,689,944 ▼-33.7%19,8950.4%EnergyEFAiShares MSCI EAFE ETF$3,197,523$117,855 ▼-3.6%39,1230.4%FinanceNVDANVIDIA$3,168,165$72,831 ▲2.4%29,2320.4%Computer and TechnologyCUBECubeSmart$3,160,968$441,792 ▼-12.3%74,0100.4%FinanceDOWDOW$3,025,133$285,787 ▼-8.6%86,6300.4%Basic MaterialsIWOiShares Russell 2000 Growth ETF$2,917,642$61,327 ▼-2.1%11,4180.4%ETFLLYEli Lilly and Company$2,780,278$111,508 ▼-3.9%3,3660.4%MedicalTGTTarget$2,706,189$291,481 ▲12.1%25,9310.3%Retail/WholesaleELEstée Lauder Companies$2,670,954$2,274,558 ▲573.8%40,4690.3%Consumer StaplesPMPhilip Morris International$2,644,284$396,349 ▼-13.0%16,6590.3%Consumer StaplesXOMExxon Mobil$2,583,968$452,287 ▼-14.9%21,7270.3%EnergyTROWT. Rowe Price Group$2,544,983$142,766 ▲5.9%27,7020.3%FinanceXLKTechnology Select Sector SPDR Fund$2,424,935$38,199 ▼-1.6%11,7440.3%ETFBBYBest Buy$2,293,173$264,407 ▼-10.3%31,1530.3%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,275,028$135,028 ▼-5.6%24,8010.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,273,025$4,785 ▲0.2%38,9550.3%ETFWTMWhite Mountains Insurance Group$2,265,2460.0%1,1760.3%FinanceSCHASchwab US Small-Cap ETF$2,212,589$376,075 ▲20.5%94,4340.3%ETFUNPUnion Pacific$2,156,348$74,886 ▼-3.4%9,1280.3%TransportationHDHome Depot$2,145,799$36,649 ▼-1.7%5,8550.3%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,096,109$390,036 ▲22.9%49,2970.3%ETFVVisa$1,917,367$75,699 ▲4.1%5,4710.2%Business ServicesMETAMeta Platforms$1,891,038$141,208 ▲8.1%3,2810.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,889,053$8,002 ▼-0.4%3,5410.2%ETFIWMiShares Russell 2000 ETF$1,674,774$8,977 ▼-0.5%8,3950.2%FinanceIWFiShares Russell 1000 Growth ETF$1,667,779$317,019 ▼-16.0%4,6190.2%ETFFAFFirst American Financial$1,652,695$161,122 ▼-8.9%25,1820.2%FinanceXLVHealth Care Select Sector SPDR Fund$1,606,110$154,041 ▼-8.8%11,0000.2%ETFVNQVanguard Real Estate ETF$1,514,101$3,893 ▼-0.3%16,7230.2%ETFWSMWilliams-Sonoma$1,362,348$759,829 ▼-35.8%8,6170.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$1,348,016$24,404 ▲1.8%7,2360.2%ETFCOSTCostco Wholesale$1,336,388$98,361 ▼-6.9%1,4130.2%Retail/WholesaleVOEVanguard Mid-Cap Value ETF$1,280,789$3,532 ▲0.3%7,9780.2%ETFWFCWells Fargo & Company$1,277,504$129,007 ▼-9.2%17,7950.2%FinanceVBKVanguard Small-Cap Growth ETF$1,253,817$32,730 ▼-2.5%4,9800.2%ETFIVOOVanguard S&P Mid-Cap 400 ETF$1,236,760$567,547 ▼-31.5%12,5300.2%ETFIJRiShares Core S&P Small-Cap ETF$1,172,335$33,672 ▼-2.8%11,2110.2%ETFFTNTFortinet$1,153,099$526,542 ▲84.0%11,9790.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,151,681$30,764 ▲2.7%23,2100.1%ETFABBVAbbVie$1,150,056$835,985 ▼-42.1%5,4890.1%MedicalShowing largest 100 holdings. 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