1834 INVESTMENT ADVISORS CO
CIK: 0001138486SEC EDGAR →
Portfolio Value
$751K
Holdings
204
As of
Q4 2025
New Positions
204
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 349,945 | $43K | 5.74% |
| 2 | VANGUARD SCOTTSDALE FDS | 682,464 | $40K | 5.34% |
| 3 | VANGUARD SCOTTSDALE FDS | 407,772 | $33K | 4.33% |
| 4 | ISHARES TR | 138,396 | $29K | 3.91% |
| 5 | APPLE INC | 92,806 | $25K | 3.36% |
| 6 | VANGUARD SCOTTSDALE FDS | 291,325 | $24K | 3.25% |
| 7 | MICROSOFT CORP | 48,814 | $24K | 3.14% |
| 8 | VANGUARD SCOTTSDALE FDS | 350,111 | $21K | 2.79% |
| 9 | SPDR SERIES TRUST | 301,112 | $17K | 2.28% |
| 10 | ISHARES TR | 153,648 | $15K | 1.98% |
Quarterly Changes
New Positions (204)
$43K · 350K shares
$40K · 682K shares
$33K · 408K shares
$29K · 138K shares
$25K · 93K shares
$24K · 291K shares
$24K · 49K shares
$21K · 350K shares
$17K · 301K shares
$15K · 154K shares
$15K · 235K shares
$13K · 43K shares
$13K · 124K shares
$13K · 99K shares
$13K · 276K shares
$12K · 33K shares
$11K · 28K shares
$10K · 414K shares
$9K · 118K shares
$9K · 184K shares
$9K · 83K shares
$9K · 329K shares
$9K · 161K shares
$8K · 347K shares
$8K · 64K shares
$8K · 40K shares
$8K · 197K shares
$8K · 136K shares
$8K · 24K shares
$7K · 252K shares
$7K · 278K shares
$7K · 29K shares
$6K · 478K shares
$6K · 66K shares
$6K · 56K shares
$6K · 39K shares
$6K · 109K shares
$6K · 107K shares
$6K · 33K shares
$5K · 30K shares
$5K · 29K shares
$5K · 585K shares
$5K · 11K shares
$5K · 43K shares
$5K · 83K shares
$5K · 101K shares
$5K · 486K shares
$4K · 26K shares
$4K · 32K shares
$4K · 65K shares
$4K · 43K shares
$4K · 48K shares
$4K · 119K shares
$4K · 74K shares
$4K · 15K shares
$4K · 37K shares
$4K · 96K shares
$4K · 25K shares
$4K · 31K shares
$3K · 201K shares
$3K · 35K shares
$3K · 43K shares
$3K · 23K shares
$3K · 22K shares
$3K · 50K shares
$3K · 9K shares
$3K · 98K shares
$3K · 8K shares
$3K · 43K shares
$3K · 16K shares
$2K · 40K shares
$2K · 40K shares
$2K · 20K shares
$2K · 48K shares
$2K · 31K shares
$2K · 8K shares
$2K · 4K shares
$2K · 5K shares
$2K · 17K shares
$2K · 27K shares
$2K · 39K shares
$2K · 33K shares
$2K · 18K shares
$2K · 6K shares
$2K · 13K shares
$2K · 94K shares
$1K · 17K shares
$1K · 4K shares
$1K · 4K shares
$1K · 12K shares
$1K · 8K shares
$1K · 9K shares
$1K · 6K shares
$1K · 7K shares
$1K · 7K shares
$1K · 4K shares
$1K · 15K shares
$1K · 5K shares
$1K · 4K shares
$1K · 28K shares
$1K · 10K shares
$1K · 16K shares
$1K · 5K shares
$1K · 13K shares
$981 · 11K shares
$972 · 3K shares
$951 · 8K shares
$932 · 2K shares
$928 · 13K shares
$908 · 22K shares
$907 · 8K shares
$891 · 4K shares
$856 · 3K shares
$847 · 15K shares
$846 · 2K shares
$843 · 3K shares
$826 · 6K shares
$825 · 1K shares
$820 · 4K shares
$820 · 6K shares
$800 · 4K shares
$800 · 2K shares
$791 · 4K shares
$773 · 14K shares
$772 · 25K shares
$770 · 3K shares
$770 · 6K shares
$764 · 2K shares
$754 · 1 shares
$750 · 5K shares
$742 · 5K shares
$736 · 7K shares
$733 · 6K shares
$702 · 4K shares
$702 · 2K shares
$693 · 29K shares
$686 · 12K shares
$684 · 7K shares
$663 · 2K shares
$661 · 618 shares
$628 · 24K shares
$624 · 7K shares
$594 · 3K shares
$579 · 12K shares
$578 · 768 shares
$569 · 7K shares
$566 · 31K shares
$553 · 15K shares
$526 · 4K shares
$526 · 2K shares
$526 · 2K shares
$525 · 11K shares
$525 · 11K shares
$515 · 900 shares
$485 · 966 shares
$473 · 8K shares
$469 · 12K shares
$465 · 10K shares
$455 · 2K shares
$452 · 12K shares
$448 · 2K shares
$425 · 17K shares
$396 · 4K shares
$394 · 2K shares
$383 · 4K shares
$380 · 7K shares
$377 · 3K shares
$375 · 1K shares
$367 · 10K shares
$365 · 7K shares
$363 · 1K shares
$360 · 3K shares
$334 · 1K shares
$331 · 17K shares
$331 · 6K shares
$323 · 7K shares
$321 · 2K shares
$320 · 563 shares
$306 · 26K shares
$291 · 3K shares
$290 · 867 shares
$283 · 2K shares
$282 · 1K shares
$282 · 16K shares
$279 · 5K shares
$255 · 2K shares
$253 · 2K shares
$250 · 6K shares
$232 · 4K shares
$230 · 5K shares
$225 · 5K shares
$224 · 1K shares
$214 · 2K shares
$211 · 455 shares
$22 · 36K shares
$5 · 9K shares
$3 · 5K shares
$3 · 3K shares
$2 · 1K shares
$2 · 3K shares
$2 · 3K shares
$1 · 1K shares
$1 · 1K shares
$1 · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 84 | $405K | 53.9% |
| Technology | 21 | $89K | 11.9% |
| Healthcare | 15 | $51K | 6.8% |
| Consumer Defensive | 16 | $41K | 5.5% |
| Unknown | 13 | $41K | 5.4% |
| Energy | 8 | $33K | 4.3% |
| Communication Services | 5 | $25K | 3.3% |
| Utilities | 7 | $20K | 2.7% |
| Consumer Cyclical | 11 | $20K | 2.7% |
| Industrials | 14 | $13K | 1.7% |
| Real Estate | 5 | $9K | 1.2% |
| Basic Materials | 5 | $5K | 0.6% |