1834 Investment Advisors Co.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), 1834 Investment Advisors Co. reported 205 stock positions worth $789.8 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.7% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.3%) and iShares S&P 500 Value ETF (IVE, 4.0%). Compared with Q1 2025, it opened 3 new positions, sold out of 4, added to 64 and reduced 88. The biggest buy was Hershey (HSY, shares +1103%) and the biggest sale an exit from Comerica (CMA).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $789.8M (Q2 2025)
- SEC Filing
- 0001172661-25-002618 ↗ filed Jul 16, 2025
Holdings Value
Holdings 205 stocks · $789.8M
| IVW iShares S&P 500 Growth ETF | 5.70% | 409,110 | $45.0M | Reduce -7.1% |
| VGSH Vanguard Short-Term Treasury | 5.29% | 710,783 | $41.8M | Reduce -3.4% |
| IVE iShares S&P 500 Value ETF | 4.05% | 163,617 | $32.0M | Reduce -5.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.84% | 381,603 | $30.3M | Reduce -4.6% |
| VCIT Vanguard Int-Term Corporate | 3.25% | 309,551 | $25.7M | Reduce -5.6% |
| MSFT Microsoft Corp. | 3.21% | 50,931 | $25.3M | Reduce -7.7% |
| VGIT Vanguard Intermediate-Term T | 2.83% | 374,141 | $22.4M | Reduce -5.5% |
| AAPL Apple Inc. | 2.64% | 101,541 | $20.8M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 2.58% | 35,914 | $20.4M | Reduce -2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.00% | 302,295 | $15.8M | Reduce -1.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.91% | 166,209 | $15.1M | Reduce -4.6% |
| T AT&T Inc. | 1.78% | 484,610 | $14.0M | Reduce -7.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.75% | 111,954 | $13.8M | Reduce -6.6% |
| VMBS Vanguard Mortgage-Backed Sec | 1.49% | 253,503 | $11.7M | Add +1.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.49% | 123,141 | $11.7M | Add +5.9% |
| VEA Vanguard Ftse Developed ETF | 1.47% | 203,549 | $11.6M | Add +0.0% |
| KMI Kinder Morgan Inc. | 1.44% | 387,618 | $11.4M | Reduce -9.4% |
| AVGO Broadcom Inc. | 1.21% | 34,773 | $9.6M | Reduce -0.9% |
| VIRT Virtu Financial Inc. Class A | 1.20% | 211,319 | $9.5M | Reduce -7.9% |
| VZ Verizon Communications Inc. | 1.17% | 214,427 | $9.3M | Reduce -2.0% |
| ALLY Ally Financial Inc. | 1.17% | 238,103 | $9.3M | Reduce -7.8% |
| KR Kroger Co. | 1.15% | 127,042 | $9.1M | Reduce -7.4% |
| GLD SPDR Gold Shares | 1.12% | 29,012 | $8.8M | Reduce -6.1% |
| CTRA Coterra Energy Inc. | 1.12% | 347,949 | $8.8M | Add +4.0% |
| CVS CVS Health Corp. | 1.05% | 120,742 | $8.3M | Reduce -0.6% |
| TFC Truist Financial Corp. | 1.02% | 188,123 | $8.1M | Reduce -0.0% |
| CNH CNH Industrial NV | 1.01% | 612,614 | $7.9M | Add +0.7% |
| MO Altria Group Inc. | 1.00% | 134,801 | $7.9M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 1.00% | 44,781 | $7.9M | Reduce -0.8% |
| C Citigroup Inc. | 0.97% | 90,292 | $7.7M | Reduce -0.5% |
| DG Dollar General Corp. | 0.97% | 66,794 | $7.6M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.92% | 157,497 | $7.3M | Reduce -0.8% |
| CSCO Cisco Systems Inc. | 0.92% | 104,984 | $7.3M | Reduce -1.5% |
| PFE Pfizer Inc. | 0.91% | 297,765 | $7.2M | Add +8.5% |
| CCI Crown Castle Inc. | 0.90% | 69,267 | $7.1M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.89% | 24,319 | $7.1M | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.82% | 42,641 | $6.5M | Reduce -1.9% |
| D Dominion Energy Inc. | 0.80% | 111,433 | $6.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.79% | 28,561 | $6.3M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 0.78% | 9,931 | $6.2M | Reduce -1.9% |
| WEC WEC Energy Group Inc. | 0.78% | 58,929 | $6.1M | Reduce -2.9% |
| MRK Merck & Co. Inc. | 0.77% | 77,194 | $6.1M | Add +10.1% |
| FNF Fidelity National Financial | 0.76% | 106,450 | $6.0M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.72% | 12,242 | $5.7M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.67% | 33,425 | $5.3M | Add +6.8% |
| APA Apa Corp. | 0.65% | 281,341 | $5.1M | Add +0.4% |
| WU Western Union Co. | 0.61% | 574,651 | $4.8M | Add +0.5% |
| SDY SS SPDR S&P Dividend ETF | 0.61% | 35,539 | $4.8M | Reduce -17.6% |
| VWO Vanguard Ftse Emerging Marke | 0.61% | 97,079 | $4.8M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.60% | 30,081 | $4.8M | Add +2.9% |
| TXN Texas Instruments Inc. | 0.55% | 21,004 | $4.4M | Add +6.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.54% | 394,997 | $4.3M | Add +8.1% |
| HSY The Hershey Co. | 0.48% | 22,987 | $3.8M | Add +1102.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.48% | 28,606 | $3.8M | Reduce -2.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.45% | 43,955 | $3.6M | Add +8.6% |
| PG The Procter & Gamble Co. | 0.45% | 22,224 | $3.5M | Reduce -0.6% |
| IJS iShares S&P Small-Cap 600 Va | 0.45% | 35,560 | $3.5M | Reduce -4.1% |
| EFA iShares MSCI Eafe ETF | 0.44% | 39,130 | $3.5M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 5,511 | $3.4M | No change |
| TGT Target Corp. | 0.42% | 33,476 | $3.3M | Add +29.1% |
| PSA Public Storage | 0.40% | 10,733 | $3.1M | Reduce -10.7% |
| TSN Tyson Foods Inc. Class A | 0.40% | 55,982 | $3.1M | Add +6.6% |
| UNH Unitedhealth Group Inc. | 0.39% | 9,846 | $3.1M | Reduce -3.1% |
| CUBE Cubesmart | 0.38% | 70,044 | $3.0M | Reduce -5.4% |
| XLK SS Technology Select Sector | 0.38% | 11,744 | $3.0M | No change |
| IWO iShares Russell 2000 Growth | 0.37% | 10,333 | $3.0M | Reduce -9.5% |
| PM Philip Morris International | 0.37% | 16,202 | $3.0M | Reduce -2.7% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.36% | 29,365 | $2.8M | Add +6.0% |
| CAG Conagra Brands Inc. | 0.35% | 135,497 | $2.8M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.33% | 3,366 | $2.6M | No change |
| CVX Chevron Corp. | 0.32% | 17,807 | $2.5M | Reduce -10.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.32% | 27,188 | $2.5M | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.31% | 3,342 | $2.5M | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 38,889 | $2.4M | Reduce -0.2% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 94,480 | $2.4M | Add +0.1% |
| ES Eversource Energy | 0.30% | 36,891 | $2.3M | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.30% | 54,022 | $2.3M | Add +9.6% |
| XOM Exxon Mobil Corp. | 0.29% | 21,279 | $2.3M | Reduce -2.1% |
| DOW Dow Inc. | 0.28% | 82,683 | $2.2M | Reduce -4.6% |
| HD Home Depot Inc. | 0.27% | 5,855 | $2.1M | No change |
| WTM White Mountains Insurance GP | 0.27% | 1,176 | $2.1M | No change |
| UNP Union Pacific Corp. | 0.27% | 9,130 | $2.1M | Add +0.0% |
| BBY Best Buy Co. Inc. | 0.26% | 30,857 | $2.1M | Reduce -0.9% |
| MDY State Street SPDR S&P Midcap | 0.25% | 3,541 | $2.0M | No change |
| V Visa Inc. Class A | 0.25% | 5,480 | $1.9M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.24% | 4,518 | $1.9M | Reduce -2.2% |
| IWM iShares Russell 2000 ETF | 0.23% | 8,334 | $1.8M | Reduce -0.7% |
| FAF First American Financial | 0.19% | 24,659 | $1.5M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.19% | 6,890 | $1.5M | No change |
| VNQ Vanguard Real Estate ETF | 0.19% | 16,723 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.18% | 18,026 | $1.4M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 7,038 | $1.4M | Reduce -2.7% |
| KLAC KLA Corp. | 0.17% | 1,527 | $1.4M | Reduce -1.6% |
| XLV SS Health Care Select Sector | 0.17% | 10,088 | $1.4M | Reduce -8.3% |
| COST Costco Wholesale Corp. | 0.17% | 1,365 | $1.4M | Reduce -3.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.17% | 4,770 | $1.3M | Reduce -4.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 26,688 | $1.3M | Add +15.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,954 | $1.3M | Reduce -0.3% |
| WSM Williams-Sonoma Inc. | 0.17% | 7,994 | $1.3M | Reduce -7.2% |
| FTNT Fortinet Inc. | 0.17% | 12,332 | $1.3M | Add +3.0% |
Portfolio Sells Q1 2025 → Q2 2025
| CMA Comerica Inc. | Sold out | 0.00% | −0.54 |
| AAPL Apple Inc. | Reduce -1.9% | 2.64% | −0.33 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.92% | −0.33 |
| UNH Unitedhealth Group Inc. | Reduce -3.1% | 0.39% | −0.30 |
| VGSH Vanguard Short-Term Treasury | Reduce -3.4% | 5.29% | −0.28 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.6% | 3.84% | −0.23 |
| VCIT Vanguard Int-Term Corporate | Reduce -5.6% | 3.25% | −0.21 |
| VGIT Vanguard Intermediate-Term T | Reduce -5.5% | 2.83% | −0.20 |
| IVE iShares S&P 500 Value ETF | Reduce -5.1% | 4.05% | −0.19 |
| FNF Fidelity National Financial | Reduce -1.5% | 0.76% | −0.15 |
| SDY SS SPDR S&P Dividend ETF | Reduce -17.6% | 0.61% | −0.14 |
| T AT&T Inc. | Reduce -7.8% | 1.78% | −0.14 |
| KMI Kinder Morgan Inc. | Reduce -9.4% | 1.44% | −0.13 |
| CAG Conagra Brands Inc. | Reduce -2.1% | 0.35% | −0.13 |
| DOW Dow Inc. | Reduce -4.6% | 0.28% | −0.11 |
| CVX Chevron Corp. | Reduce -10.5% | 0.32% | −0.11 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.82% | −0.11 |
| VZ Verizon Communications Inc. | Reduce -2.0% | 1.17% | −0.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.6% | 1.75% | −0.10 |
| MO Altria Group Inc. | Reduce -3.2% | 1.00% | −0.08 |
| WEC WEC Energy Group Inc. | Reduce -2.9% | 0.78% | −0.08 |
| PSA Public Storage | Reduce -10.7% | 0.40% | −0.07 |
| KR Kroger Co. | Reduce -7.4% | 1.15% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.45% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -2.1% | 0.29% | −0.04 |
| ALLY Ally Financial Inc. | Reduce -7.8% | 1.17% | −0.04 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.04 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.04 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -28.8% | 0.08% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -8.3% | 0.17% | −0.04 |
| CCI Crown Castle Inc. | Reduce -0.4% | 0.90% | −0.03 |
| BBY Best Buy Co. Inc. | Reduce -0.9% | 0.26% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.03 |
| CUBE Cubesmart | Reduce -5.4% | 0.38% | −0.03 |
| GLD SPDR Gold Shares | Reduce -6.1% | 1.12% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -1.4% | 0.11% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -20.2% | 0.09% | −0.02 |
| FAF First American Financial | Reduce -2.1% | 0.19% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.1% | 0.10% | −0.02 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -4.1% | 0.45% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -1.4% | 2.00% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Reduce -16.5% | 0.06% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -20.0% | 0.05% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.4% | 0.80% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -7.2% | 0.17% | −0.01 |
| XLE SS Energy Select Sector | Reduce -5.6% | 0.05% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -2.9% | 0.72% | −0.01 |
| IXC iShares Global Energy ETF | Reduce -10.2% | 0.04% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.6% | 1.05% | −0.01 |
| SO The Southern Co. | Reduce -2.7% | 0.14% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| HSY The Hershey Co. | Add +1102.9% | 0.48% | +0.44 |
| ES Eversource Energy | New | 0.30% | +0.30 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.9% | 1.49% | +0.28 |
| DG Dollar General Corp. | Add +0.4% | 0.97% | +0.21 |
| NVDA Nvidia Corp. | Add +2.9% | 0.60% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 1.47% | +0.13 |
| EL Estee Lauder Companies Class A | Add +8.6% | 0.45% | +0.10 |
| AMZN Amazon.com Inc. | Add +1.0% | 0.79% | +0.10 |
| TXN Texas Instruments Inc. | Add +6.0% | 0.55% | +0.09 |
| TAP Molson Coors Beverage Co. Class B | New | 0.07% | +0.07 |
| F Ford Motor Co. | Add +8.1% | 0.54% | +0.07 |
| TGT Target Corp. | Add +29.1% | 0.42% | +0.07 |
| META Meta Platforms Inc. Class A | Add +1.9% | 0.31% | +0.07 |
| QCOM Qualcomm Inc. | Add +6.8% | 0.67% | +0.05 |
| CNH CNH Industrial NV | Add +0.7% | 1.01% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.8% | 0.10% | +0.03 |
| TROW T Rowe Price Group Inc. | Add +6.0% | 0.36% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.0% | 0.44% | +0.03 |
| CCL Carnival Corp. | Add +1.6% | 0.09% | +0.03 |
| BAC Bank of America Corp. | Add +56.7% | 0.06% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +9.6% | 0.30% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +9.6% | 0.32% | +0.02 |
| VEEV Veeva Systems Inc. Class A | Add +2.1% | 0.10% | +0.02 |
| WFC Wells Fargo & Co. | Add +1.3% | 0.18% | +0.02 |
| PYPL PayPal Holdings Inc. | Add +22.2% | 0.07% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +0.1% | 0.30% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +15.0% | 0.17% | +0.02 |
| PFE Pfizer Inc. | Add +8.5% | 0.91% | +0.02 |
| OEF iShares S&P 100 ETF | Add +8.5% | 0.10% | +0.02 |
| FTNT Fortinet Inc. | Add +3.0% | 0.17% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +35.5% | 0.06% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.9% | 0.07% | +0.02 |
| PINS Pinterest Inc. Class A | Add +0.9% | 0.11% | +0.01 |
| FLIN Franklin Ftse India ETF | Add +6.6% | 0.11% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +5.3% | 0.09% | +0.01 |
| HII Huntington Ingalls Industrie | Add +0.7% | 0.08% | +0.01 |
| EW Edwards Lifesciences Corp. | Add +5.4% | 0.11% | +0.01 |
| SUB iShares Short-Term National | Add +17.5% | 0.05% | +0.01 |
| DHR Danaher Corp. | Add +19.0% | 0.05% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.3% | 0.16% | +0.00 |
| VIOO Vanguard S&P Small-Cap 600 E | Add +6.7% | 0.04% | +0.00 |
| FBIZ First Business Financial Ser | Add +0.6% | 0.04% | +0.00 |
| WBD Warner Bros Discovery Inc. | Add +0.2% | 0.05% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.8% | 0.04% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 0.12% | +0.00 |
| NI Nisource Inc. | Add +2.4% | 0.12% | +0.00 |
| CRM Salesforce Inc. | Add +0.2% | 0.11% | −0.00 |
| VRP Invesco Variable Rate Prefer | Add +0.1% | 0.06% | −0.00 |
| INTC Intel Corp. | Add +1.6% | 0.05% | −0.00 |
Options Activity Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 2,000 | $1.1Mbefore exit |
| BAC Bank of America Corp. | call | Sold out | 3,500 | $146Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 200 | $94Kbefore exit |
| C Citigroup Inc. | call | Sold out | 1,000 | $71Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 100 | $56Kbefore exit |
| SLB SLB Ltd. | call | Sold out | 500 | $21Kbefore exit |
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 |