1834 Investment Advisors Co.

Name: 1834 INVESTMENT ADVISORS CO 13F holdings, Q4 2024
Creator: 1834 INVESTMENT ADVISORS CO
Published: 2025-01-21

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), 1834 Investment Advisors Co. reported 210 stock positions worth $789.9 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.8% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.7%) and iShares S&P 500 Value ETF (IVE, 4.4%). Compared with Q3 2024, it opened 8 new positions, sold out of 11, added to 29 and reduced 132. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale CVS Health (CVS, shares −15%).

Most Recent 13F: Q2 2026
Location: Milwaukee, WI
CIK: 0001138486
Portfolio Value: $789.9M (Q4 2024)
SEC Filing: 0001172661-25-000290 ↗ filed Jan 21, 2025

Holdings Value

Holdings 210 stocks · $789.9M


IVW iShares S&P 500 Growth ETF	5.82%	452,941	$46.0M	Reduce -5.3%
VGSH Vanguard Short-Term Treasury	5.70%	773,486	$45.0M	Reduce -2.4%
IVE iShares S&P 500 Value ETF	4.35%	180,202	$34.4M	Reduce -6.3%
VCSH Vanguard S/T Corp. Bond ETF	3.78%	383,089	$29.9M	Reduce -2.2%
AAPL Apple Inc.	3.50%	110,286	$27.6M	Reduce -6.3%
VCIT Vanguard Int-Term Corporate	3.21%	315,662	$25.3M	Reduce -4.8%
MSFT Microsoft Corp.	3.01%	56,403	$23.8M	Reduce -4.0%
VGIT Vanguard Intermediate-Term T	2.97%	404,765	$23.5M	Reduce -4.8%
VOO Vanguard S&P 500 ETF	2.18%	32,013	$17.2M	Reduce -2.0%
IJJ iShares S&P Mid-Cap 400 Valu	2.17%	136,893	$17.1M	Reduce -14.3%
IJK iShares S&P Mid-Cap 400 Grow	2.14%	186,094	$16.9M	Reduce -11.2%
SPYV SS SPDR P S&P 500 Value ETF	1.87%	289,573	$14.8M	Reduce -11.6%
T AT&T Inc.	1.59%	551,317	$12.6M	Reduce -4.4%
KMI Kinder Morgan Inc.	1.55%	447,070	$12.2M	Reduce -3.0%
VIRT Virtu Financial Inc. Class A	1.30%	286,847	$10.2M	Reduce -11.7%
VMBS Vanguard Mortgage-Backed Sec	1.19%	208,051	$9.4M	Add +6.5%
VEA Vanguard Ftse Developed ETF	1.19%	195,919	$9.4M	Reduce -9.2%
BMY Bristol-Myers Squibb Co.	1.17%	163,393	$9.2M	Reduce -6.0%
VZ Verizon Communications Inc.	1.15%	226,162	$9.0M	Reduce -8.5%
KR Kroger Co.	1.11%	143,354	$8.8M	Reduce -5.2%
GOOGL Alphabet Inc. Class A	1.10%	45,936	$8.7M	Reduce -3.8%
TFC Truist Financial Corp.	1.08%	195,897	$8.5M	Reduce -5.7%
GLD SPDR Gold Shares	1.08%	35,086	$8.5M	Reduce -8.0%
AVGO Broadcom Inc.	1.06%	36,076	$8.4M	Reduce -2.1%
MO Altria Group Inc.	1.04%	156,802	$8.2M	Reduce -7.5%
CTRA Coterra Energy Inc.	1.03%	317,930	$8.1M	Reduce -9.4%
SPYG SS SPDR P S&P 500 Growth ETF	1.03%	92,253	$8.1M	Add +1.3%
ALLY Ally Financial Inc.	0.98%	215,130	$7.7M	Reduce -1.2%
PFE Pfizer Inc.	0.90%	268,813	$7.1M	Reduce -13.3%
LMT Lockheed Martin Corp.	0.88%	14,378	$7.0M	Reduce -10.2%
WEC WEC Energy Group Inc.	0.88%	73,655	$6.9M	Reduce -10.0%
CSCO Cisco Systems Inc.	0.86%	115,375	$6.8M	Reduce -5.7%
MRK Merck & Co. Inc.	0.84%	66,814	$6.6M	Reduce -5.8%
JNJ Johnson & Johnson	0.84%	45,738	$6.6M	Reduce -5.1%
CCI Crown Castle Inc.	0.81%	70,776	$6.4M	Reduce -13.3%
FNF Fidelity National Financial	0.78%	110,391	$6.2M	Reduce -6.1%
JPM JPMorgan Chase & Co.	0.78%	25,760	$6.2M	Reduce -5.9%
AMZN Amazon.com Inc.	0.78%	27,981	$6.1M	Add +1.3%
IVV iShares Core S&P 500 ETF	0.77%	10,294	$6.1M	Reduce -11.7%
D Dominion Energy Inc.	0.76%	110,863	$6.0M	Reduce -6.2%
SDY SS SPDR S&P Dividend ETF	0.75%	44,602	$5.9M	Reduce -2.4%
CNH CNH Industrial NV	0.73%	507,800	$5.8M	Add +10.6%
CMA Comerica Inc.	0.72%	91,570	$5.7M	Reduce -10.5%
UNH Unitedhealth Group Inc.	0.69%	10,744	$5.4M	Reduce -4.5%
CVS CVS Health Corp.	0.66%	116,003	$5.2M	Reduce -14.6%
WU Western Union Co.	0.65%	483,107	$5.1M	Reduce -10.6%
DG Dollar General Corp.	0.62%	65,037	$4.9M	Reduce -2.6%
C Citigroup Inc.	0.62%	69,851	$4.9M	Add +12.4%
APA Apa Corp.	0.61%	209,553	$4.8M	Reduce -6.0%
QCOM Qualcomm Inc.	0.60%	30,791	$4.7M	Reduce -5.7%
CVX Chevron Corp.	0.55%	29,997	$4.3M	Reduce -12.8%
PG The Procter & Gamble Co.	0.54%	25,586	$4.3M	Reduce -0.1%
IJS iShares S&P Small-Cap 600 Va	0.53%	38,548	$4.2M	Reduce -14.1%
IJT iShares S&P Small-Cap 600 GR	0.52%	30,308	$4.1M	Reduce -16.8%
PSA Public Storage	0.51%	13,403	$4.0M	Reduce -8.8%
VWO Vanguard Ftse Emerging Marke	0.49%	87,202	$3.8M	Reduce -17.7%
NVDA Nvidia Corp.	0.49%	28,560	$3.8M	Add +5.4%
DOW Dow Inc.	0.48%	94,814	$3.8M	Reduce -10.6%
CAG Conagra Brands Inc.	0.47%	134,832	$3.7M	Reduce -12.1%
TXN Texas Instruments Inc.	0.46%	19,460	$3.6M	Reduce -5.6%
CUBE Cubesmart	0.46%	84,354	$3.6M	Reduce -10.5%
IWO iShares Russell 2000 Growth	0.42%	11,658	$3.4M	Reduce -0.0%
TGT Target Corp.	0.40%	23,138	$3.1M	Reduce -8.0%
SPY SS SPDR S&P 500 ETF Trust-US	0.40%	5,333	$3.1M	Reduce -0.1%
EFA iShares MSCI Eafe ETF	0.39%	40,565	$3.1M	Reduce -10.9%
BBY Best Buy Co. Inc.	0.38%	34,745	$3.0M	Reduce -20.7%
JHG Janus Henderson Group PLC	0.38%	69,764	$3.0M	Reduce -26.7%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.37%	26,148	$3.0M	Reduce -4.7%
F Ford Motor Co. filed as FORD MTR CO	0.36%	284,777	$2.8M	Add +3.8%
XLK SS Technology Select Sector	0.35%	11,929	$2.8M	Reduce -0.7%
XOM Exxon Mobil Corp.	0.35%	25,530	$2.7M	Reduce -7.8%
LLY Eli Lilly & Co.	0.34%	3,501	$2.7M	Reduce -1.1%
TSN Tyson Foods Inc. Class A	0.32%	44,013	$2.5M	Reduce -0.9%
WSM Williams-Sonoma Inc.	0.31%	13,423	$2.5M	Reduce -13.8%
IJH iShares Core S&P Midcap ETF	0.31%	38,873	$2.4M	Reduce -0.5%
BIL SS SPDR BB 1-3M T-Bill ETF	0.30%	26,273	$2.4M	Add +106.0%
HD Home Depot Inc.	0.29%	5,955	$2.3M	Reduce -3.4%
PM Philip Morris International	0.29%	19,156	$2.3M	Reduce -4.8%
WTM White Mountains Insurance GP	0.29%	1,176	$2.3M	No change
IWF iShares Russell 1000 Growth	0.28%	5,497	$2.2M	Reduce -58.4%
UNP Union Pacific Corp.	0.27%	9,445	$2.2M	Reduce -0.3%
SCHA Schwab US Small-Cap ETF	0.26%	78,383	$2.0M	Reduce -12.5%
MDY State Street SPDR S&P Midcap	0.26%	3,556	$2.0M	Reduce -0.7%
IVOO Vanguard S&P Mid-Cap 400 ETF	0.24%	18,280	$1.9M	Reduce -22.8%
IWM iShares Russell 2000 ETF	0.24%	8,440	$1.9M	Reduce -0.9%
META Meta Platforms Inc. Class A	0.23%	3,036	$1.8M	Add +0.8%
FAF First American Financial	0.22%	27,637	$1.7M	Reduce -6.6%
SHYG iShares 0-5 YR HY Corp. Bond	0.22%	40,124	$1.7M	Add +13.6%
ABBV Abbvie Inc.	0.21%	9,479	$1.7M	Reduce -5.6%
V Visa Inc. Class A	0.21%	5,255	$1.7M	Reduce -5.1%
XLV SS Health Care Select Sector	0.21%	12,055	$1.7M	Reduce -3.6%
VNQ Vanguard Real Estate ETF	0.19%	16,766	$1.5M	No change
VBK Van Morst SML-Cap Gro-Usd Inc.	0.18%	5,110	$1.4M	Reduce -7.9%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.18%	7,105	$1.4M	Reduce -9.9%
P Everpure Inc. Class A filed as PURE STORAGE INC	0.18%	22,755	$1.4M	No change
COST Costco Wholesale Corp.	0.18%	1,517	$1.4M	Add +2.7%
WFC Wells Fargo & Co.	0.17%	19,592	$1.4M	Reduce -10.6%
ORCL Oracle Corp.	0.17%	7,975	$1.3M	Reduce -1.2%
IJR iShares Core S&P Small-Cap E	0.17%	11,533	$1.3M	Add +1.7%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.16%	7,956	$1.3M	Add +3.3%

Show all 210 holdings

Portfolio Sells Q3 2024 → Q4 2024


CVS CVS Health Corp.	Reduce -14.6%	0.66%	−0.33
CCI Crown Castle Inc.	Reduce -13.3%	0.81%	−0.31
IWF iShares Russell 1000 Growth	Reduce -58.4%	0.28%	−0.30
DOCS Doximity Inc. Class A	Sold out	0.00%	−0.25
IWD iShares Russell 1000 Value E	Reduce -63.4%	0.14%	−0.23
LMT Lockheed Martin Corp.	Reduce -10.2%	0.88%	−0.20
DOW Dow Inc.	Reduce -10.6%	0.48%	−0.19
BBY Best Buy Co. Inc.	Reduce -20.7%	0.38%	−0.15
VZ Verizon Communications Inc.	Reduce -8.5%	1.15%	−0.15
PFE Pfizer Inc.	Reduce -13.3%	0.90%	−0.14
VEA Vanguard Ftse Developed ETF	Reduce -9.2%	1.19%	−0.14
SPYV SS SPDR P S&P 500 Value ETF	Reduce -11.6%	1.87%	−0.14
CUBE Cubesmart	Reduce -10.5%	0.46%	−0.13
IJJ iShares S&P Mid-Cap 400 Valu	Reduce -14.3%	2.17%	−0.13
TBIL F/M US Treasury 3 Month Bill	Reduce -71.0%	0.05%	−0.12
PSA Public Storage	Reduce -8.8%	0.51%	−0.11
VTI VG Morningstar TS MKT ETF-US	Reduce -70.1%	0.06%	−0.11
EFG iShares MSCI Eafe Growth ETF	Sold out	0.00%	−0.11
CAG Conagra Brands Inc.	Reduce -12.1%	0.47%	−0.11
VWO Vanguard Ftse Emerging Marke	Reduce -17.7%	0.49%	−0.10
WU Western Union Co.	Reduce -10.6%	0.65%	−0.10
IJK iShares S&P Mid-Cap 400 Grow	Reduce -11.2%	2.14%	−0.10
INTC Intel Corp.	Reduce -64.0%	0.05%	−0.10
MRK Merck & Co. Inc.	Reduce -5.8%	0.84%	−0.10
ICF iShares Select U.S. REIT ETF	Sold out	0.00%	−0.09
UNH Unitedhealth Group Inc.	Reduce -4.5%	0.69%	−0.08
LYB Lyondellbasell Indu Class A	Reduce -24.1%	0.13%	−0.07
IJT iShares S&P Small-Cap 600 GR	Reduce -16.8%	0.52%	−0.07
JNJ Johnson & Johnson	Reduce -5.1%	0.84%	−0.07
FTSM First Trust Enh Short Mat FD	Reduce -60.1%	0.05%	−0.07
FNF Fidelity National Financial	Reduce -6.1%	0.78%	−0.06
IVE iShares S&P 500 Value ETF	Reduce -6.3%	4.35%	−0.06
TGT Target Corp.	Reduce -8.0%	0.40%	−0.06
EFA iShares MSCI Eafe ETF	Reduce -10.9%	0.39%	−0.06
EFV iShares MSCI Eafe Value ETF	Sold out	0.00%	−0.05
STZ Constellation Brands Inc. Class A	Sold out	0.00%	−0.05
QCOM Qualcomm Inc.	Reduce -5.7%	0.60%	−0.05
IVOO Vanguard S&P Mid-Cap 400 ETF	Reduce -22.8%	0.24%	−0.05
EMXC iShares MSCI Emr MRK Ex Chna	Reduce -27.8%	0.11%	−0.05
JHG Janus Henderson Group PLC	Reduce -26.7%	0.38%	−0.05
DD Dupont DE Nemours Inc.	Sold out	0.00%	−0.04
CVX Chevron Corp.	Reduce -12.8%	0.55%	−0.04
WEC WEC Energy Group Inc.	Reduce -10.0%	0.88%	−0.04
D Dominion Energy Inc.	Reduce -6.2%	0.76%	−0.04
SHM SS SPDR N Ice St Muni ETF	Reduce -26.0%	0.13%	−0.03
TXN Texas Instruments Inc.	Reduce -5.6%	0.46%	−0.03
DG Dollar General Corp.	Reduce -2.6%	0.62%	−0.03
IJS iShares S&P Small-Cap 600 Va	Reduce -14.1%	0.53%	−0.03
KO The Coca-Cola Co.	Sold out	0.00%	−0.03
HDV iShares Core High Dividend E	Sold out	0.00%	−0.03

Portfolio Buys Q3 2024 → Q4 2024


AMZN Amazon.com Inc.	Add +1.3%	0.78%	+0.18
C Citigroup Inc.	Add +12.4%	0.62%	+0.17
BIL SS SPDR BB 1-3M T-Bill ETF	Add +106.0%	0.30%	+0.17
SPYG SS SPDR P S&P 500 Growth ETF	Add +1.3%	1.03%	+0.15
CNH CNH Industrial NV	Add +10.6%	0.73%	+0.14
VMBS Vanguard Mortgage-Backed Sec	Add +6.5%	1.19%	+0.12
NVDA Nvidia Corp.	Add +5.4%	0.49%	+0.10
VTWO Vanguard Russell 2000 ETF	New	0.08%	+0.08
KHC The Kraft Heinz Co.	New	0.06%	+0.06
EL Estee Lauder Companies Class A	New	0.06%	+0.06
FTNT Fortinet Inc.	Add +81.9%	0.08%	+0.05
PLTR Palantir Technologies Inc. Class A	New	0.04%	+0.04
SHYG iShares 0-5 YR HY Corp. Bond	Add +13.6%	0.22%	+0.04
RPRX Royalty Pharma PLC Class A	New	0.03%	+0.03
BA The Boeing Co.	New	0.03%	+0.03
SUB iShares Short-Term National	New	0.03%	+0.03
PKG Packaging Corp. of America	New	0.03%	+0.03
META Meta Platforms Inc. Class A	Add +0.8%	0.23%	+0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +4.0%	0.16%	+0.02
FLIN Franklin Ftse India ETF	Add +95.2%	0.05%	+0.02
COST Costco Wholesale Corp.	Add +2.7%	0.18%	+0.02
TSM Taiwan Semiconductor-SP ADR	Add +16.2%	0.07%	+0.02
BBWI Bath & Body Works Inc.	Add +5.5%	0.08%	+0.02
F Ford Motor Co.	Add +3.8%	0.36%	+0.02
MOS The Mosaic Co.	Add +56.6%	0.05%	+0.02
IJR iShares Core S&P Small-Cap E	Add +1.7%	0.17%	+0.01
VTEB Vanguard Tax-Exempt Bond ETF	Add +3.0%	0.14%	+0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +3.3%	0.16%	+0.01
PYPL PayPal Holdings Inc.	Add +4.1%	0.06%	+0.01
IGSB iShares 1-5Y Inv Grade Corp.	Add +3.2%	0.08%	+0.01
SCHX Schwab US Large-Cap ETF	Add +1.0%	0.06%	+0.01
SHY iShares 1-3 Year Treasury Bo	Add +5.7%	0.03%	+0.00
SPIB SS SPDR P Int C Corp. ETF	Add +4.0%	0.04%	+0.00
FBIZ First Business Financial Ser	Add +0.5%	0.04%	+0.00
BRK.B Berkshire Hathaway Inc. Class B	Add +1.6%	0.04%	+0.00
KLAC KLA Corp.	Add +5.5%	0.12%	−0.01
HII Huntington Ingalls Industrie	Add +3.9%	0.05%	−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