1834 Investment Advisors Co.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), 1834 Investment Advisors Co. reported 206 stock positions worth $775.0 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 5.6% of the portfolio, followed by iShares S&P 500 Growth ETF (IVW, 5.3%) and iShares S&P 500 Value ETF (IVE, 4.2%). Compared with Q4 2024, it opened 7 new positions, sold out of 11, added to 71 and reduced 105. The biggest buy was CVS Health (CVS, shares +5%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $775.0M (Q1 2025)
- SEC Filing
- 0001172661-25-001635 ↗ filed May 9, 2025
Holdings Value
Holdings 206 stocks · $775.0M
| VGSH Vanguard Short-Term Treasury | 5.57% | 735,984 | $43.2M | Reduce -4.8% |
| IVW iShares S&P 500 Growth ETF | 5.28% | 440,540 | $40.9M | Reduce -2.7% |
| IVE iShares S&P 500 Value ETF | 4.24% | 172,333 | $32.8M | Reduce -4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.08% | 400,115 | $31.6M | Add +4.4% |
| VCIT Vanguard Int-Term Corporate | 3.46% | 328,060 | $26.8M | Add +3.9% |
| VGIT Vanguard Intermediate-Term T | 3.03% | 395,902 | $23.5M | Reduce -2.2% |
| AAPL Apple Inc. | 2.97% | 103,458 | $23.0M | Reduce -6.2% |
| MSFT Microsoft Corp. | 2.67% | 55,186 | $20.7M | Reduce -2.2% |
| VOO Vanguard S&P 500 ETF | 2.45% | 36,882 | $19.0M | Add +15.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.02% | 306,531 | $15.7M | Add +5.9% |
| T AT&T Inc. | 1.92% | 525,299 | $14.9M | Reduce -4.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.87% | 174,179 | $14.5M | Reduce -6.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.85% | 119,904 | $14.4M | Reduce -12.4% |
| KMI Kinder Morgan Inc. | 1.57% | 427,696 | $12.2M | Reduce -4.3% |
| VMBS Vanguard Mortgage-Backed Sec | 1.49% | 249,113 | $11.5M | Add +19.7% |
| VEA Vanguard Ftse Developed ETF | 1.33% | 203,479 | $10.3M | Add +3.9% |
| VZ Verizon Communications Inc. | 1.28% | 218,784 | $9.9M | Reduce -3.3% |
| BMY Bristol-Myers Squibb Co. | 1.25% | 158,790 | $9.7M | Reduce -2.8% |
| CTRA Coterra Energy Inc. | 1.25% | 334,463 | $9.7M | Add +5.2% |
| ALLY Ally Financial Inc. | 1.22% | 258,189 | $9.4M | Add +20.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.21% | 116,325 | $9.3M | Add +26.1% |
| KR Kroger Co. | 1.20% | 137,236 | $9.3M | Reduce -4.3% |
| GLD SPDR Gold Shares | 1.15% | 30,885 | $8.9M | Reduce -12.0% |
| VIRT Virtu Financial Inc. Class A | 1.13% | 229,350 | $8.7M | Reduce -20.0% |
| MO Altria Group Inc. | 1.08% | 139,237 | $8.4M | Reduce -11.2% |
| CVS CVS Health Corp. | 1.06% | 121,439 | $8.2M | Add +4.7% |
| TFC Truist Financial Corp. | 1.00% | 188,197 | $7.7M | Reduce -3.9% |
| CNH CNH Industrial NV | 0.96% | 608,578 | $7.5M | Add +19.9% |
| CCI Crown Castle Inc. | 0.94% | 69,539 | $7.2M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.93% | 43,482 | $7.2M | Reduce -4.9% |
| FNF Fidelity National Financial | 0.91% | 108,058 | $7.0M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.90% | 45,136 | $7.0M | Reduce -1.7% |
| PFE Pfizer Inc. | 0.90% | 274,405 | $7.0M | Add +2.1% |
| WEC WEC Energy Group Inc. | 0.85% | 60,678 | $6.6M | Reduce -17.6% |
| CSCO Cisco Systems Inc. | 0.85% | 106,580 | $6.6M | Reduce -7.6% |
| C Citigroup Inc. | 0.83% | 90,770 | $6.4M | Add +29.9% |
| MRK Merck & Co. Inc. | 0.81% | 70,106 | $6.3M | Add +4.9% |
| D Dominion Energy Inc. | 0.81% | 111,889 | $6.3M | Add +0.9% |
| WU Western Union Co. | 0.78% | 571,876 | $6.1M | Add +18.4% |
| JPM JPMorgan Chase & Co. | 0.77% | 24,440 | $6.0M | Reduce -5.1% |
| APA Apa Corp. | 0.76% | 280,285 | $5.9M | Add +33.8% |
| AVGO Broadcom Inc. | 0.76% | 35,106 | $5.9M | Reduce -2.7% |
| SDY SS SPDR S&P Dividend ETF | 0.76% | 43,127 | $5.9M | Reduce -3.3% |
| DG Dollar General Corp. | 0.75% | 66,517 | $5.8M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 0.73% | 10,120 | $5.7M | Reduce -1.7% |
| LMT Lockheed Martin Corp. | 0.73% | 12,604 | $5.6M | Reduce -12.3% |
| AMZN Amazon.com Inc. | 0.69% | 28,289 | $5.4M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.69% | 10,158 | $5.3M | Reduce -5.5% |
| QCOM Qualcomm Inc. | 0.62% | 31,293 | $4.8M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.57% | 98,029 | $4.4M | Add +12.4% |
| CMA Comerica Inc. | 0.54% | 70,856 | $4.2M | Reduce -22.6% |
| PG The Procter & Gamble Co. | 0.49% | 22,356 | $3.8M | Reduce -12.6% |
| CAG Conagra Brands Inc. | 0.48% | 138,453 | $3.7M | Add +2.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.47% | 365,523 | $3.7M | Add +28.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.47% | 29,360 | $3.7M | Reduce -3.1% |
| IJS iShares S&P Small-Cap 600 Va | 0.47% | 37,093 | $3.6M | Reduce -3.8% |
| PSA Public Storage | 0.46% | 12,012 | $3.6M | Reduce -10.4% |
| TXN Texas Instruments Inc. | 0.46% | 19,817 | $3.6M | Add +1.8% |
| TSN Tyson Foods Inc. Class A | 0.43% | 52,520 | $3.4M | Add +19.3% |
| CVX Chevron Corp. | 0.43% | 19,895 | $3.3M | Reduce -33.7% |
| EFA iShares MSCI Eafe ETF | 0.41% | 39,123 | $3.2M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.41% | 29,232 | $3.2M | Add +2.4% |
| CUBE Cubesmart | 0.41% | 74,010 | $3.2M | Reduce -12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 5,511 | $3.1M | Add +3.3% |
| DOW Dow Inc. | 0.39% | 86,630 | $3.0M | Reduce -8.6% |
| IWO iShares Russell 2000 Growth | 0.38% | 11,418 | $2.9M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.36% | 3,366 | $2.8M | Reduce -3.9% |
| TGT Target Corp. | 0.35% | 25,931 | $2.7M | Add +12.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.34% | 40,469 | $2.7M | Add +573.8% |
| PM Philip Morris International | 0.34% | 16,659 | $2.6M | Reduce -13.0% |
| XOM Exxon Mobil Corp. | 0.33% | 21,727 | $2.6M | Reduce -14.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.33% | 27,702 | $2.5M | Add +5.9% |
| XLK SS Technology Select Sector | 0.31% | 11,744 | $2.4M | Reduce -1.6% |
| BBY Best Buy Co. Inc. | 0.30% | 31,153 | $2.3M | Reduce -10.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.29% | 24,801 | $2.3M | Reduce -5.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 38,955 | $2.3M | Add +0.2% |
| WTM White Mountains Insurance GP | 0.29% | 1,176 | $2.3M | No change |
| SCHA Schwab US Small-Cap ETF | 0.29% | 94,434 | $2.2M | Add +20.5% |
| UNP Union Pacific Corp. | 0.28% | 9,128 | $2.2M | Reduce -3.4% |
| HD Home Depot Inc. | 0.28% | 5,855 | $2.1M | Reduce -1.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 49,297 | $2.1M | Add +22.9% |
| V Visa Inc. Class A | 0.25% | 5,471 | $1.9M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.24% | 3,281 | $1.9M | Add +8.1% |
| MDY State Street SPDR S&P Midcap | 0.24% | 3,541 | $1.9M | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.22% | 8,395 | $1.7M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.22% | 4,619 | $1.7M | Reduce -16.0% |
| FAF First American Financial | 0.21% | 25,182 | $1.7M | Reduce -8.9% |
| XLV SS Health Care Select Sector | 0.21% | 11,000 | $1.6M | Reduce -8.8% |
| VNQ Vanguard Real Estate ETF | 0.20% | 16,723 | $1.5M | Reduce -0.3% |
| WSM Williams-Sonoma Inc. | 0.18% | 8,617 | $1.4M | Reduce -35.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 7,236 | $1.3M | Add +1.8% |
| COST Costco Wholesale Corp. | 0.17% | 1,413 | $1.3M | Reduce -6.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,978 | $1.3M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.16% | 17,795 | $1.3M | Reduce -9.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.16% | 4,980 | $1.3M | Reduce -2.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.16% | 12,530 | $1.2M | Reduce -31.5% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 11,211 | $1.2M | Reduce -2.8% |
| FTNT Fortinet Inc. | 0.15% | 11,979 | $1.2M | Add +84.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.15% | 23,210 | $1.2M | Add +2.7% |
| ABBV Abbvie Inc. | 0.15% | 5,489 | $1.2M | Reduce -42.1% |
Options reported separately and not counted above: SPY puts ($1.1M), BAC calls ($146K), QQQ puts ($94K), C calls ($71K), SPY calls ($56K), SLB calls ($21K).
Portfolio Sells Q4 2024 → Q1 2025
| IVW iShares S&P 500 Growth ETF | Reduce -2.7% | 5.28% | −0.55 |
| AAPL Apple Inc. | Reduce -6.2% | 2.97% | −0.53 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.38 |
| MSFT Microsoft Corp. | Reduce -2.2% | 2.67% | −0.34 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -12.4% | 1.85% | −0.31 |
| AVGO Broadcom Inc. | Reduce -2.7% | 0.76% | −0.30 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -6.4% | 1.87% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 0.90% | −0.20 |
| CMA Comerica Inc. | Reduce -22.6% | 0.54% | −0.18 |
| VIRT Virtu Financial Inc. Class A | Reduce -20.0% | 1.13% | −0.17 |
| LMT Lockheed Martin Corp. | Reduce -12.3% | 0.73% | −0.16 |
| WSM Williams-Sonoma Inc. | Reduce -35.8% | 0.18% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.8% | 5.57% | −0.12 |
| CVX Chevron Corp. | Reduce -33.7% | 0.43% | −0.12 |
| IVE iShares S&P 500 Value ETF | Reduce -4.4% | 4.24% | −0.12 |
| DOW Dow Inc. | Reduce -8.6% | 0.39% | −0.09 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -31.5% | 0.16% | −0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -73.1% | 0.03% | −0.08 |
| BBY Best Buy Co. Inc. | Reduce -10.3% | 0.30% | −0.08 |
| P Everpure Inc. Class A | Reduce -25.3% | 0.10% | −0.08 |
| TFC Truist Financial Corp. | Reduce -3.9% | 1.00% | −0.08 |
| ABBV Abbvie Inc. | Reduce -42.1% | 0.15% | −0.06 |
| IWF iShares Russell 1000 Growth | Reduce -16.0% | 0.22% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.06 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -3.8% | 0.47% | −0.06 |
| TBIL F/M US Treasury 3 Month Bill | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -12.6% | 0.49% | −0.05 |
| FTSM First Trust Enh Short Mat FD | Sold out | 0.00% | −0.05 |
| CUBE Cubesmart | Reduce -12.3% | 0.41% | −0.05 |
| IWO iShares Russell 2000 Growth | Reduce -2.1% | 0.38% | −0.05 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.1% | 0.47% | −0.05 |
| PSA Public Storage | Reduce -10.4% | 0.46% | −0.04 |
| ORCL Oracle Corp. | Reduce -13.6% | 0.12% | −0.04 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.04 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.31% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -1.7% | 0.73% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Reduce -44.4% | 0.03% | −0.03 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.03 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.03 |
| BA The Boeing Co. | Sold out | 0.00% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -22.1% | 0.12% | −0.03 |
| MMM 3M Co. | Reduce -30.4% | 0.12% | −0.03 |
| PKG Packaging Corp. of America | Sold out | 0.00% | −0.03 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -22.8% | 0.05% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -17.6% | 0.85% | −0.02 |
| EMR Emerson Electric Co. | Reduce -21.7% | 0.06% | −0.02 |
| XLE SS Energy Select Sector | Reduce -33.8% | 0.06% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -15.3% | 0.09% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| CVS CVS Health Corp. | Add +4.7% | 1.06% | +0.40 |
| VMBS Vanguard Mortgage-Backed Sec | Add +19.7% | 1.49% | +0.29 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.4% | 4.08% | +0.29 |
| EL Estee Lauder Companies Class A | Add +573.8% | 0.34% | +0.29 |
| VOO Vanguard S&P 500 ETF | Add +15.2% | 2.45% | +0.26 |
| VCIT Vanguard Int-Term Corporate | Add +3.9% | 3.46% | +0.25 |
| CNH CNH Industrial NV | Add +19.9% | 0.96% | +0.24 |
| ALLY Ally Financial Inc. | Add +20.0% | 1.22% | +0.23 |
| CTRA Coterra Energy Inc. | Add +5.2% | 1.25% | +0.22 |
| C Citigroup Inc. | Add +29.9% | 0.83% | +0.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +26.1% | 1.21% | +0.18 |
| VEA Vanguard Ftse Developed ETF | Add +3.9% | 1.33% | +0.15 |
| APA Apa Corp. | Add +33.8% | 0.76% | +0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.9% | 2.02% | +0.15 |
| WU Western Union Co. | Add +18.4% | 0.78% | +0.13 |
| DG Dollar General Corp. | Add +2.3% | 0.75% | +0.13 |
| F Ford Motor Co. | Add +28.4% | 0.47% | +0.12 |
| TSN Tyson Foods Inc. Class A | Add +19.3% | 0.43% | +0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.10% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +12.4% | 0.57% | +0.09 |
| OEF iShares S&P 100 ETF | New | 0.08% | +0.08 |
| FTNT Fortinet Inc. | Add +84.0% | 0.15% | +0.07 |
| CCL Carnival Corp. | New | 0.06% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +22.9% | 0.27% | +0.05 |
| D Dominion Energy Inc. | Add +0.9% | 0.81% | +0.05 |
| FLIN Franklin Ftse India ETF | Add +95.0% | 0.10% | +0.05 |
| HSY The Hershey Co. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +4.1% | 0.25% | +0.04 |
| KHC The Kraft Heinz Co. | Add +56.4% | 0.09% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Add +20.5% | 0.29% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| DUK Duke Energy Corp. | New | 0.03% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| VTR Ventas Inc. | Add +1.9% | 0.13% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +26.3% | 0.07% | +0.02 |
| QCOM Qualcomm Inc. | Add +1.6% | 0.62% | +0.02 |
| AEP American Electric Power | Add +1.1% | 0.11% | +0.02 |
| META Meta Platforms Inc. Class A | Add +8.1% | 0.24% | +0.02 |
| HII Huntington Ingalls Industrie | Add +28.3% | 0.07% | +0.02 |
| SUB iShares Short-Term National | Add +60.2% | 0.04% | +0.02 |
| EW Edwards Lifesciences Corp. | Add +16.5% | 0.09% | +0.01 |
| NI Nisource Inc. | Add +1.0% | 0.12% | +0.01 |
| MOS The Mosaic Co. | Add +9.8% | 0.06% | +0.01 |
| EFX Equifax Inc. | Add +13.1% | 0.12% | +0.01 |
| PINS Pinterest Inc. Class A | Add +3.5% | 0.10% | +0.01 |
| VEEV Veeva Systems Inc. Class A | Add +3.1% | 0.08% | +0.01 |
| SLB SLB Ltd. | Add +5.7% | 0.06% | +0.01 |
| RTX RTX Corp. | Add +1.6% | 0.05% | +0.01 |
| LYB Lyondellbasell Indu Class A | Add +9.3% | 0.14% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.7% | 0.15% | +0.01 |
Options Activity Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 2,000 | $1.1M |
| BAC Bank of America Corp. | call | New | 3,500 | $146K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 200 | $94K |
| C Citigroup Inc. | call | New | 1,000 | $71K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 100 | $56K |
| SLB SLB Ltd. | call | New | 500 | $21K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |