1834 Investment Advisors Co.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), 1834 Investment Advisors Co. reported 214 stock positions worth $830.2 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.6% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.1%) and iShares S&P 500 Value ETF (IVE, 4.5%). Compared with Q1 2024, it opened 7 new positions, sold out of 11, added to 77 and reduced 95. The biggest buy was a new position in Kinder Morgan (KMI) and the biggest sale an exit from McDonald's (MCD).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $830.2M (Q2 2024)
- SEC Filing
- 0001172661-24-002944 ↗ filed Jul 26, 2024
Holdings Value
Holdings 214 stocks · $830.2M
| IVW iShares S&P 500 Growth ETF | 5.57% | 499,971 | $46.3M | Reduce -2.2% |
| VGSH Vanguard Short-Term Treasury | 5.15% | 736,958 | $42.7M | Add +0.4% |
| IVE iShares S&P 500 Value ETF | 4.47% | 203,897 | $37.1M | Reduce -2.4% |
| VCIT Vanguard Int-Term Corporate | 3.58% | 371,936 | $29.7M | Add +3.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.48% | 373,854 | $28.9M | Reduce -2.7% |
| MSFT Microsoft Corp. | 3.34% | 62,088 | $27.8M | Reduce -3.2% |
| AAPL Apple Inc. | 3.33% | 131,410 | $27.7M | Reduce -1.8% |
| VGIT Vanguard Intermediate-Term T | 3.27% | 466,493 | $27.2M | Add +0.9% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.42% | 176,970 | $20.1M | Reduce -4.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.36% | 222,293 | $19.6M | Reduce -7.8% |
| VOO Vanguard S&P 500 ETF | 1.85% | 30,637 | $15.3M | Add +7.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.61% | 273,485 | $13.3M | Add +8.0% |
| T AT&T Inc. | 1.36% | 592,549 | $11.3M | Add +2.8% |
| VZ Verizon Communications Inc. | 1.28% | 258,646 | $10.7M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 1.14% | 191,611 | $9.5M | Add +14.5% |
| CTRA Coterra Energy Inc. | 1.14% | 355,017 | $9.5M | Add +0.7% |
| KMI Kinder Morgan Inc. | 1.09% | 454,557 | $9.0M | New |
| GOOGL Alphabet Inc. Class A | 1.08% | 49,045 | $8.9M | Reduce -3.0% |
| MRK Merck & Co. Inc. | 1.07% | 71,875 | $8.9M | Reduce -2.7% |
| GLD SPDR Gold Shares | 1.07% | 41,176 | $8.9M | Reduce -7.0% |
| PFE Pfizer Inc. | 1.07% | 316,132 | $8.8M | Add +3.6% |
| CVX Chevron Corp. | 1.05% | 55,887 | $8.7M | Reduce -4.8% |
| MO Altria Group Inc. | 1.00% | 182,801 | $8.3M | Reduce -1.4% |
| CVS CVS Health Corp. | 0.99% | 139,176 | $8.2M | Add +25.8% |
| TFC Truist Financial Corp. | 0.98% | 209,181 | $8.1M | Add +3.5% |
| VIRT Virtu Financial Inc. Class A | 0.95% | 352,498 | $7.9M | Reduce -0.2% |
| CCI Crown Castle Inc. | 0.95% | 80,534 | $7.9M | Add +16.2% |
| LMT Lockheed Martin Corp. | 0.95% | 16,798 | $7.8M | Add +0.2% |
| JNJ Johnson & Johnson | 0.93% | 52,731 | $7.7M | Reduce -1.4% |
| AVGO Broadcom Inc. | 0.88% | 4,567 | $7.3M | Reduce -14.3% |
| BMY Bristol-Myers Squibb Co. | 0.88% | 175,433 | $7.3M | Add +3.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.87% | 158,245 | $7.2M | Add +4.7% |
| UNH Unitedhealth Group Inc. | 0.80% | 13,117 | $6.7M | Reduce -10.8% |
| CSCO Cisco Systems Inc. | 0.78% | 136,907 | $6.5M | Reduce -2.7% |
| WEC WEC Energy Group Inc. | 0.78% | 82,456 | $6.5M | Add +16.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.78% | 80,730 | $6.5M | Add +7.5% |
| IVV iShares Core S&P 500 ETF | 0.78% | 11,792 | $6.5M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.76% | 31,849 | $6.3M | Reduce -23.3% |
| DOW Dow Inc. | 0.75% | 116,713 | $6.2M | Reduce -1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.74% | 141,257 | $6.2M | Add +5.2% |
| KR Kroger Co. | 0.74% | 123,708 | $6.2M | Add +2.0% |
| CUBE Cubesmart | 0.73% | 133,776 | $6.0M | Reduce -0.2% |
| WU Western Union Co. | 0.72% | 491,792 | $6.0M | Add +43.0% |
| JPM JPMorgan Chase & Co. | 0.71% | 29,317 | $5.9M | Reduce -3.4% |
| SDY SS SPDR S&P Dividend ETF | 0.69% | 45,098 | $5.7M | Reduce -7.8% |
| D Dominion Energy Inc. | 0.68% | 115,452 | $5.7M | Add +13.2% |
| AMZN Amazon.com Inc. | 0.66% | 28,312 | $5.5M | Reduce -4.2% |
| PSA Public Storage | 0.66% | 18,917 | $5.4M | Add +2.3% |
| CMA Comerica Inc. | 0.64% | 103,836 | $5.3M | Add +1.9% |
| MMM 3M Co. | 0.63% | 50,863 | $5.2M | Reduce -14.5% |
| PM Philip Morris International | 0.61% | 49,862 | $5.1M | Reduce -31.2% |
| IJT iShares S&P Small-Cap 600 GR | 0.59% | 37,887 | $4.9M | Reduce -2.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.58% | 49,438 | $4.8M | Reduce -1.8% |
| IWF iShares Russell 1000 Growth | 0.57% | 12,959 | $4.7M | Reduce -4.0% |
| FNF Fidelity National Financial | 0.55% | 91,597 | $4.5M | Reduce -0.5% |
| CAG Conagra Brands Inc. | 0.54% | 158,695 | $4.5M | Add +2.4% |
| APA Apa Corp. | 0.52% | 145,280 | $4.3M | New |
| TXN Texas Instruments Inc. | 0.51% | 21,572 | $4.2M | Reduce -5.0% |
| CAH Cardinal Health Inc. | 0.49% | 41,425 | $4.1M | No change |
| EFA iShares MSCI Eafe ETF | 0.48% | 51,153 | $4.0M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.47% | 4,346 | $3.9M | Reduce -1.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.47% | 39,517 | $3.9M | Add +4.8% |
| PG The Procter & Gamble Co. | 0.46% | 23,196 | $3.8M | Reduce -3.7% |
| ALLY Ally Financial Inc. | 0.46% | 95,587 | $3.8M | Add +9.4% |
| WSM Williams-Sonoma Inc. | 0.45% | 13,192 | $3.7M | Reduce -48.0% |
| BBY Best Buy Co. Inc. | 0.43% | 42,618 | $3.6M | Add +30.8% |
| JHG Janus Henderson Group PLC | 0.40% | 98,305 | $3.3M | Add +2.9% |
| NVDA Nvidia Corp. | 0.39% | 26,410 | $3.3M | Reduce -19.0% |
| TGT Target Corp. | 0.39% | 22,019 | $3.3M | Add +87.6% |
| ABBV Abbvie Inc. | 0.38% | 18,554 | $3.2M | Reduce -64.6% |
| IWO iShares Russell 2000 Growth | 0.37% | 11,662 | $3.1M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.37% | 26,565 | $3.1M | Reduce -70.4% |
| IWD iShares Russell 1000 Value E | 0.36% | 16,977 | $3.0M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 5,398 | $2.9M | Reduce -0.0% |
| XLK SS Technology Select Sector | 0.33% | 12,041 | $2.7M | No change |
| C Citigroup Inc. | 0.33% | 42,896 | $2.7M | Add +17.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.33% | 23,518 | $2.7M | Add +238.2% |
| TSN Tyson Foods Inc. Class A | 0.31% | 45,526 | $2.6M | Add +2.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.29% | 21,908 | $2.4M | Reduce -42.8% |
| UNP Union Pacific Corp. | 0.29% | 10,688 | $2.4M | Reduce -5.5% |
| HD Home Depot Inc. | 0.28% | 6,640 | $2.3M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.27% | 38,505 | $2.3M | Reduce -0.6% |
| INTC Intel Corp. | 0.26% | 70,778 | $2.2M | Reduce -8.2% |
| WTM White Mountains Insurance GP | 0.26% | 1,176 | $2.1M | No change |
| XLV SS Health Care Select Sector | 0.24% | 13,948 | $2.0M | Reduce -4.6% |
| MDY State Street SPDR S&P Midcap | 0.23% | 3,586 | $1.9M | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.22% | 146,177 | $1.8M | New |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.22% | 28,445 | $1.8M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.21% | 3,480 | $1.8M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.21% | 8,536 | $1.7M | Reduce -0.0% |
| V Visa Inc. Class A | 0.20% | 6,461 | $1.7M | Add +10.8% |
| VNQ Vanguard Real Estate ETF | 0.20% | 19,430 | $1.6M | No change |
| FAF First American Financial | 0.19% | 29,179 | $1.6M | Add +0.1% |
| LYB Lyondellbasell Indu Class A | 0.19% | 16,430 | $1.6M | Add +11.8% |
| FTSM First Trust Enh Short Mat FD | 0.18% | 25,143 | $1.5M | Reduce -11.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.17% | 29,023 | $1.5M | Reduce -3.3% |
| COST Costco Wholesale Corp. | 0.17% | 1,656 | $1.4M | Reduce -2.9% |
| DOCS Doximity Inc. Class A | 0.17% | 49,792 | $1.4M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 29,393 | $1.4M | No change |
| SO The Southern Co. | 0.17% | 17,858 | $1.4M | Reduce -5.4% |
Portfolio Sells Q1 2024 → Q2 2024
| MCD McDonald's Corp. | Sold out | 0.00% | −0.91 |
| XOM Exxon Mobil Corp. | Reduce -70.4% | 0.37% | −0.87 |
| ABBV Abbvie Inc. | Reduce -64.6% | 0.38% | −0.75 |
| WSM Williams-Sonoma Inc. | Reduce -48.0% | 0.45% | −0.51 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -7.8% | 2.36% | −0.26 |
| ABT Abbott Laboratories | Reduce -67.2% | 0.10% | −0.22 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -42.8% | 0.29% | −0.21 |
| PM Philip Morris International | Reduce -31.2% | 0.61% | −0.18 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -4.2% | 2.42% | −0.18 |
| IVE iShares S&P 500 Value ETF | Reduce -2.4% | 4.47% | −0.17 |
| INTC Intel Corp. | Reduce -8.2% | 0.26% | −0.14 |
| MMM 3M Co. | Reduce -14.5% | 0.63% | −0.12 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -2.7% | 1.07% | −0.09 |
| JNJ Johnson & Johnson | Reduce -1.4% | 0.93% | −0.08 |
| SDY SS SPDR S&P Dividend ETF | Reduce -7.8% | 0.69% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -23.3% | 0.76% | −0.07 |
| DOW Dow Inc. | Reduce -1.6% | 0.75% | −0.07 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -67.2% | 0.04% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -10.8% | 0.80% | −0.06 |
| CSCO Cisco Systems Inc. | Reduce -2.7% | 0.78% | −0.05 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.7% | 3.48% | −0.05 |
| CVX Chevron Corp. | Reduce -4.8% | 1.05% | −0.05 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -61.5% | 0.03% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -45.2% | 0.05% | −0.04 |
| UNP Union Pacific Corp. | Reduce -5.5% | 0.29% | −0.04 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.04 |
| MS Morgan Stanley | Reduce -32.4% | 0.09% | −0.04 |
| FNF Fidelity National Financial | Reduce -0.5% | 0.55% | −0.04 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.8% | 0.58% | −0.04 |
| BAC Bank of America Corp. | Reduce -33.9% | 0.08% | −0.04 |
| HD Home Depot Inc. | Reduce -0.9% | 0.28% | −0.03 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.03 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -31.2% | 0.06% | −0.03 |
| AMD Advanced Micro Devices | Reduce -5.4% | 0.16% | −0.03 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.03 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.02 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.02 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.02 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.02 |
| STLD Steel Dynamics Inc. | Reduce -7.2% | 0.10% | −0.02 |
| FTSM First Trust Enh Short Mat FD | Reduce -11.6% | 0.18% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.1% | 0.14% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -38.8% | 0.03% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -2.4% | 0.59% | −0.02 |
| TOL Toll Brothers Inc. | Reduce -32.6% | 0.03% | −0.02 |
| GLD SPDR Gold Shares | Reduce -7.0% | 1.07% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.14% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| KMI Kinder Morgan Inc. | New | 1.09% | +1.09 |
| APA Apa Corp. | New | 0.52% | +0.52 |
| TROW T Rowe Price Group Inc. | Add +238.2% | 0.33% | +0.23 |
| F Ford Motor Co. | New | 0.22% | +0.22 |
| VOO Vanguard S&P 500 ETF | Add +7.5% | 1.85% | +0.22 |
| T AT&T Inc. | Add +2.8% | 1.36% | +0.16 |
| WU Western Union Co. | Add +43.0% | 0.72% | +0.15 |
| TGT Target Corp. | Add +87.6% | 0.39% | +0.15 |
| VEA Vanguard Ftse Developed ETF | Add +14.5% | 1.14% | +0.14 |
| VCIT Vanguard Int-Term Corporate | Add +3.4% | 3.58% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +7.5% | 0.78% | +0.13 |
| BBY Best Buy Co. Inc. | Add +30.8% | 0.43% | +0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +8.0% | 1.61% | +0.10 |
| WEC WEC Energy Group Inc. | Add +16.6% | 0.78% | +0.09 |
| D Dominion Energy Inc. | Add +13.2% | 0.68% | +0.09 |
| VGSH Vanguard Short-Term Treasury | Add +0.4% | 5.15% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +5.2% | 0.74% | +0.08 |
| CCI Crown Castle Inc. | Add +16.2% | 0.95% | +0.08 |
| IP International Paper Co. | New | 0.06% | +0.06 |
| PINS Pinterest Inc. Class A | Add +45.6% | 0.13% | +0.06 |
| PFE Pfizer Inc. | Add +3.6% | 1.07% | +0.06 |
| HII Huntington Ingalls Industrie | New | 0.06% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +0.9% | 3.27% | +0.06 |
| C Citigroup Inc. | Add +17.9% | 0.33% | +0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +54.2% | 0.14% | +0.05 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.7% | 0.87% | +0.05 |
| TFC Truist Financial Corp. | Add +3.5% | 0.98% | +0.04 |
| PYPL PayPal Holdings Inc. | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.95% | +0.04 |
| ALLY Ally Financial Inc. | Add +9.4% | 0.46% | +0.04 |
| ADBE Adobe Inc. | Add +18.9% | 0.13% | +0.03 |
| CRM Salesforce Inc. | Add +67.8% | 0.10% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +24.5% | 0.15% | +0.03 |
| KLAC KLA Corp. | Add +4.0% | 0.13% | +0.03 |
| JHG Janus Henderson Group PLC | Add +2.9% | 0.40% | +0.03 |
| UAL United Airlines Holdings Inc. | New | 0.03% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +30.1% | 0.12% | +0.02 |
| VTR Ventas Inc. | Add +9.7% | 0.10% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +27.2% | 0.10% | +0.02 |
| PSA Public Storage | Add +2.3% | 0.66% | +0.02 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +25.1% | 0.10% | +0.02 |
| VZ Verizon Communications Inc. | Add +1.7% | 1.28% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.5% | 0.05% | +0.01 |
| V Visa Inc. Class A | Add +10.8% | 0.20% | +0.01 |
| LYB Lyondellbasell Indu Class A | Add +11.8% | 0.19% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.0% | 0.21% | +0.01 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +4.8% | 0.47% | +0.01 |
| FANG Diamondback Energy Inc. | Add +18.5% | 0.05% | +0.01 |
| DD Dupont DE Nemours Inc. | Add +4.7% | 0.08% | +0.01 |
| WSO Watsco Inc. | Add +19.8% | 0.03% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 211 | $882.6M | IVW, VGSH, VCSH, VOO, IVE |
| Q1 2026 | 206 | $801.3M | VGSH, IVW, VCSH, IVE, VCIT |
| Q4 2025 | 204 | $797.1M | IVW, VGSH, VCSH, IVE, AAPL |
| Q3 2025 | 204 | $814.9M | IVW, VGSH, VCSH, IVE, MSFT |
| Q2 2025 | 205 | $789.8M | IVW, VGSH, IVE, VCSH, VCIT |
| Q1 2025 | 206 | $775.0M | VGSH, IVW, IVE, VCSH, VCIT |
| Q4 2024 | 210 | $789.9M | IVW, VGSH, IVE, VCSH, AAPL |
| Q3 2024 | 213 | $859.1M | VGSH, IVW, IVE, VCSH, VCIT |
| Q2 2024 | 214 | $830.2M | IVW, VGSH, IVE, VCIT, VCSH |
| Q1 2024 | 218 | $841.4M | IVW, VGSH, IVE, VCSH, VCIT |