1834 INVESTMENT ADVISORS CO
CIK: 0001138486SEC EDGAR →
Portfolio Value
$797.1M
Holdings
204
As of
Q4 2025
New Positions
204
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 349,945 | $43.1M | 5.41% |
| 2 | VANGUARD SCOTTSDALE FDS | 682,464 | $40.1M | 5.03% |
| 3 | VANGUARD SCOTTSDALE FDS | 407,772 | $32.5M | 4.08% |
| 4 | ISHARES TR | 138,396 | $29.3M | 3.68% |
| 5 | APPLE INC | 92,806 | $25.2M | 3.17% |
| 6 | VANGUARD SCOTTSDALE FDS | 291,325 | $24.4M | 3.06% |
| 7 | MICROSOFT CORP | 48,814 | $23.6M | 2.96% |
| 8 | VANGUARD INDEX FDS | 36,225 | $22.7M | 2.85% |
| 9 | VANGUARD SCOTTSDALE FDS | 350,111 | $21.0M | 2.63% |
| 10 | SPDR SERIES TRUST | 301,112 | $17.1M | 2.15% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (204)
$43.1M · 350K shares
$40.1M · 682K shares
$32.5M · 408K shares
$29.3M · 138K shares
$25.2M · 93K shares
$24.4M · 291K shares
$23.6M · 49K shares
$22.7M · 36K shares
$21.0M · 350K shares
$17.1M · 301K shares
$14.9M · 154K shares
$14.7M · 235K shares
$13.4M · 43K shares
$13.2M · 124K shares
$13.1M · 99K shares
$13.0M · 276K shares
$11.6M · 33K shares
$10.9M · 28K shares
$10.3M · 414K shares
$9.4M · 118K shares
$9.1M · 184K shares
$8.8M · 83K shares
$8.7M · 329K shares
$8.7M · 161K shares
$8.5M · 347K shares
$8.4M · 64K shares
$8.2M · 40K shares
$8.0M · 197K shares
$7.8M · 136K shares
$7.6M · 24K shares
$6.9M · 252K shares
$6.9M · 278K shares
$6.6M · 29K shares
$6.3M · 478K shares
$6.0M · 66K shares
$5.9M · 56K shares
$5.9M · 9K shares
$5.9M · 39K shares
$5.8M · 109K shares
$5.8M · 107K shares
$5.7M · 33K shares
$5.4M · 30K shares
$5.4M · 29K shares
$5.4M · 585K shares
$5.1M · 11K shares
$5.0M · 43K shares
$4.9M · 83K shares
$4.6M · 101K shares
$4.5M · 486K shares
$4.5M · 26K shares
$4.4M · 32K shares
$4.4M · 65K shares
$4.2M · 43K shares
$4.2M · 48K shares
$4.0M · 119K shares
$4.0M · 74K shares
$3.9M · 15K shares
$3.8M · 37K shares
$3.7M · 96K shares
$3.6M · 25K shares
$3.5M · 31K shares
$3.5M · 201K shares
$3.4M · 3K shares
$3.4M · 35K shares
$3.3M · 43K shares
$3.3M · 23K shares
$3.2M · 5K shares
$3.2M · 22K shares
$3.0M · 50K shares
$2.8M · 9K shares
$2.8M · 98K shares
$2.7M · 8K shares
$2.7M · 43K shares
$2.6M · 16K shares
$2.4M · 1K shares
$2.4M · 40K shares
$2.3M · 3K shares
$2.2M · 40K shares
$2.1M · 20K shares
$2.1M · 48K shares
$2.1M · 31K shares
$2.1M · 3K shares
$2.0M · 8K shares
$2.0M · 4K shares
$1.9M · 5K shares
$1.8M · 17K shares
$1.8M · 27K shares
$1.8M · 1K shares
$1.7M · 39K shares
$1.7M · 33K shares
$1.6M · 18K shares
$1.6M · 6K shares
$1.6M · 13K shares
$1.5M · 94K shares
$1.5M · 17K shares
$1.4M · 4K shares
$1.4M · 4K shares
$1.4M · 12K shares
$1.4M · 8K shares
$1.4M · 9K shares
$1.3M · 6K shares
$1.3M · 7K shares
$1.3M · 7K shares
$1.3M · 4K shares
$1.2M · 1K shares
$1.1M · 1K shares
$1.1M · 15K shares
$1.1M · 5K shares
$1.1M · 4K shares
$1.1M · 28K shares
$1.1M · 10K shares
$1.1M · 16K shares
$1.0M · 5K shares
$1.0M · 13K shares
$981K · 11K shares
$972K · 3K shares
$951K · 8K shares
$932K · 2K shares
$928K · 13K shares
$908K · 22K shares
$907K · 8K shares
$891K · 4K shares
$856K · 3K shares
$847K · 15K shares
$846K · 2K shares
$843K · 3K shares
$826K · 6K shares
$825K · 1K shares
$820K · 4K shares
$820K · 6K shares
$800K · 4K shares
$800K · 2K shares
$791K · 4K shares
$773K · 14K shares
$772K · 25K shares
$770K · 3K shares
$770K · 6K shares
$764K · 2K shares
$754K · 1 shares
$750K · 5K shares
$742K · 5K shares
$736K · 7K shares
$733K · 6K shares
$702K · 2K shares
$702K · 4K shares
$693K · 29K shares
$686K · 12K shares
$684K · 7K shares
$663K · 2K shares
$661K · 618 shares
$628K · 24K shares
$624K · 7K shares
$594K · 3K shares
$579K · 12K shares
$578K · 768 shares
$569K · 7K shares
$566K · 31K shares
$553K · 15K shares
$526K · 4K shares
$526K · 2K shares
$526K · 2K shares
$525K · 11K shares
$525K · 11K shares
$515K · 900 shares
$485K · 966 shares
$473K · 8K shares
$469K · 12K shares
$465K · 10K shares
$455K · 2K shares
$452K · 12K shares
$448K · 2K shares
$425K · 17K shares
$396K · 4K shares
$394K · 2K shares
$383K · 4K shares
$380K · 7K shares
$377K · 3K shares
$375K · 1K shares
$367K · 10K shares
$365K · 7K shares
$363K · 1K shares
$360K · 3K shares
$334K · 1K shares
$331K · 17K shares
$331K · 6K shares
$323K · 7K shares
$321K · 2K shares
$320K · 563 shares
$306K · 26K shares
$291K · 3K shares
$290K · 867 shares
$283K · 2K shares
$282K · 1K shares
$282K · 16K shares
$279K · 5K shares
$255K · 2K shares
$253K · 2K shares
$250K · 6K shares
$232K · 4K shares
$230K · 5K shares
$225K · 5K shares
$224K · 1K shares
$214K · 2K shares
$211K · 455 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $441.1M | 55.3% |
| Technology | 21 | $91.9M | 11.5% |
| Healthcare | 15 | $54.3M | 6.8% |
| Consumer Defensive | 16 | $42.3M | 5.3% |
| Unknown | 13 | $40.7M | 5.1% |
| Energy | 8 | $32.6M | 4.1% |
| Communication Services | 5 | $27.3M | 3.4% |
| Utilities | 7 | $20.4M | 2.6% |
| Consumer Cyclical | 11 | $20.0M | 2.5% |
| Industrials | 14 | $13.0M | 1.6% |
| Real Estate | 5 | $8.8M | 1.1% |
| Basic Materials | 5 | $4.7M | 0.6% |