1834 Investment Advisors Co.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), 1834 Investment Advisors Co. reported 204 stock positions worth $814.9 million. Its top holding was iShares S&P 500 Growth ETF (IVW) at 5.4% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 5.1%) and Vanguard S/T Corp. Bond ETF (VCSH, 3.8%). Compared with Q2 2025, it opened 8 new positions, sold out of 9, added to 71 and reduced 84. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +119%) and the biggest sale Kroger (KR, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001138486
- Portfolio Value
- $814.9M (Q3 2025)
- SEC Filing
- 0001172661-25-004525 ↗ filed Oct 31, 2025
Holdings Value
Holdings 204 stocks · $814.9M
| IVW iShares S&P 500 Growth ETF | 5.36% | 361,933 | $43.7M | Reduce -11.5% |
| VGSH Vanguard Short-Term Treasury | 5.13% | 710,683 | $41.8M | Reduce -0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.83% | 390,860 | $31.2M | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 3.77% | 148,596 | $30.7M | Reduce -9.2% |
| MSFT Microsoft Corp. | 3.24% | 50,896 | $26.4M | Reduce -0.1% |
| VCIT Vanguard Int-Term Corporate | 3.22% | 311,761 | $26.2M | Add +0.7% |
| AAPL Apple Inc. | 3.09% | 98,774 | $25.2M | Reduce -2.7% |
| VGIT Vanguard Intermediate-Term T | 2.76% | 374,989 | $22.5M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 2.75% | 36,562 | $22.4M | Add +1.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.13% | 313,758 | $17.4M | Add +3.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.86% | 157,952 | $15.1M | Reduce -5.0% |
| VEA Vanguard Ftse Developed ETF | 1.71% | 233,013 | $14.0M | Add +14.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.66% | 104,196 | $13.5M | Reduce -6.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.59% | 123,764 | $12.9M | Add +0.5% |
| T AT&T Inc. | 1.57% | 454,117 | $12.8M | Reduce -6.3% |
| VMBS Vanguard Mortgage-Backed Sec | 1.56% | 270,166 | $12.7M | Add +6.6% |
| AVGO Broadcom Inc. | 1.38% | 34,047 | $11.2M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 1.33% | 44,432 | $10.8M | Reduce -0.8% |
| GLD SPDR Gold Shares | 1.24% | 28,433 | $10.1M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 1.15% | 213,680 | $9.4M | Reduce -0.3% |
| CVS CVS Health Corp. | 1.14% | 123,433 | $9.3M | Add +2.2% |
| MO Altria Group Inc. | 1.12% | 137,691 | $9.1M | Add +2.1% |
| TFC Truist Financial Corp. | 1.06% | 188,173 | $8.6M | Add +0.0% |
| KMI Kinder Morgan Inc. | 1.03% | 297,643 | $8.4M | Reduce -23.2% |
| CTRA Coterra Energy Inc. | 1.03% | 353,411 | $8.4M | Add +1.6% |
| ALLY Ally Financial Inc. | 1.02% | 212,028 | $8.3M | Reduce -10.9% |
| APA Apa Corp. | 0.98% | 329,064 | $8.0M | Add +17.0% |
| PFE Pfizer Inc. | 0.95% | 305,099 | $7.8M | Add +2.5% |
| JNJ Johnson & Johnson | 0.95% | 41,747 | $7.7M | Reduce -2.1% |
| JPM JPMorgan Chase & Co. | 0.94% | 24,284 | $7.7M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 0.88% | 159,572 | $7.2M | Add +1.3% |
| DG Dollar General Corp. | 0.85% | 66,963 | $6.9M | Add +0.3% |
| CNH CNH Industrial NV | 0.84% | 630,152 | $6.8M | Add +2.9% |
| D Dominion Energy Inc. | 0.83% | 110,606 | $6.8M | Reduce -0.7% |
| VIRT Virtu Financial Inc. Class A | 0.82% | 188,955 | $6.7M | Reduce -10.6% |
| CCI Crown Castle Inc. | 0.82% | 69,349 | $6.7M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.82% | 79,458 | $6.7M | Add +2.9% |
| FNF Fidelity National Financial | 0.82% | 110,156 | $6.7M | Add +3.5% |
| WEC WEC Energy Group Inc. | 0.81% | 57,511 | $6.6M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.78% | 28,981 | $6.4M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 0.72% | 8,798 | $5.9M | Reduce -11.4% |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 106,581 | $5.8M | Add +9.8% |
| NVDA Nvidia Corp. | 0.70% | 30,684 | $5.7M | Add +2.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.70% | 476,405 | $5.7M | Add +20.6% |
| C Citigroup Inc. | 0.70% | 56,008 | $5.7M | Reduce -38.0% |
| LMT Lockheed Martin Corp. | 0.69% | 11,305 | $5.6M | Reduce -7.7% |
| QCOM Qualcomm Inc. | 0.68% | 33,450 | $5.6M | Add +0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.67% | 59,598 | $5.5M | Add +119.2% |
| KR Kroger Co. | 0.67% | 80,894 | $5.5M | Reduce -36.3% |
| HSY The Hershey Co. | 0.66% | 28,785 | $5.4M | Add +25.2% |
| SDY SS SPDR S&P Dividend ETF | 0.65% | 38,027 | $5.3M | Add +7.0% |
| CVX Chevron Corp. | 0.61% | 32,089 | $5.0M | Add +80.2% |
| TXN Texas Instruments Inc. | 0.60% | 26,543 | $4.9M | Add +26.4% |
| WU Western Union Co. | 0.54% | 552,660 | $4.4M | Reduce -3.8% |
| ES Eversource Energy | 0.50% | 57,453 | $4.1M | Add +55.7% |
| CSCO Cisco Systems Inc. | 0.50% | 58,972 | $4.0M | Reduce -43.8% |
| PSA Public Storage | 0.48% | 13,636 | $3.9M | Add +27.1% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.47% | 37,375 | $3.8M | Add +27.3% |
| IJT iShares S&P Small-Cap 600 GR | 0.46% | 26,698 | $3.8M | Reduce -6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 5,506 | $3.7M | Reduce -0.1% |
| TGT Target Corp. | 0.45% | 40,854 | $3.7M | Add +22.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.44% | 32,313 | $3.6M | Reduce -9.1% |
| EFA iShares MSCI Eafe ETF | 0.43% | 37,893 | $3.5M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.42% | 22,224 | $3.4M | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.41% | 37,643 | $3.3M | Reduce -14.4% |
| XLK SS Technology Select Sector | 0.41% | 11,744 | $3.3M | No change |
| UNH Unitedhealth Group Inc. | 0.40% | 9,361 | $3.2M | Reduce -4.9% |
| TSN Tyson Foods Inc. Class A | 0.39% | 59,036 | $3.2M | Add +5.5% |
| CAG Conagra Brands Inc. | 0.36% | 161,346 | $3.0M | Add +19.1% |
| SCHA Schwab US Small-Cap ETF | 0.35% | 102,381 | $2.9M | Add +8.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.34% | 63,149 | $2.7M | Add +16.9% |
| IWO iShares Russell 2000 Growth | 0.33% | 8,353 | $2.7M | Reduce -19.2% |
| PM Philip Morris International | 0.32% | 16,202 | $2.6M | No change |
| META Meta Platforms Inc. Class A | 0.31% | 3,414 | $2.5M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.30% | 3,251 | $2.5M | Reduce -3.4% |
| CUBE Cubesmart | 0.30% | 60,125 | $2.4M | Reduce -14.2% |
| XOM Exxon Mobil Corp. | 0.29% | 21,092 | $2.4M | Reduce -0.9% |
| BBY Best Buy Co. Inc. | 0.29% | 31,062 | $2.3M | Add +0.7% |
| HD Home Depot Inc. | 0.29% | 5,742 | $2.3M | Reduce -1.9% |
| UNP Union Pacific Corp. | 0.26% | 9,012 | $2.1M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.26% | 3,531 | $2.1M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.25% | 4,429 | $2.1M | Reduce -2.0% |
| IWM iShares Russell 2000 ETF | 0.25% | 8,328 | $2.0M | Reduce -0.1% |
| WTM White Mountains Insurance GP | 0.24% | 1,176 | $2.0M | No change |
| ORCL Oracle Corp. | 0.23% | 6,590 | $1.9M | Reduce -4.3% |
| DOW Dow Inc. | 0.22% | 79,445 | $1.8M | Reduce -3.9% |
| IJH iShares Core S&P Midcap ETF | 0.22% | 27,727 | $1.8M | Reduce -28.7% |
| V Visa Inc. Class A | 0.22% | 5,293 | $1.8M | Reduce -3.4% |
| KLAC KLA Corp. | 0.20% | 1,536 | $1.7M | Add +0.6% |
| VNQ Vanguard Real Estate ETF | 0.19% | 16,723 | $1.5M | No change |
| WFC Wells Fargo & Co. | 0.19% | 18,162 | $1.5M | Add +0.8% |
| WSM Williams-Sonoma Inc. | 0.18% | 7,309 | $1.4M | Reduce -8.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 7,910 | $1.4M | Reduce -0.6% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.17% | 16,450 | $1.4M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.17% | 6,565 | $1.4M | Reduce -6.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.16% | 4,574 | $1.3M | Add +3.3% |
| OEF iShares S&P 100 ETF | 0.16% | 4,028 | $1.3M | Add +54.3% |
| O Realty Income Corp. | 0.16% | 21,279 | $1.3M | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.16% | 11,844 | $1.3M | No change |
| COST Costco Wholesale Corp. | 0.16% | 1,370 | $1.3M | Add +0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| KR Kroger Co. | Reduce -36.3% | 0.67% | −0.48 |
| CSCO Cisco Systems Inc. | Reduce -43.8% | 0.50% | −0.43 |
| KMI Kinder Morgan Inc. | Reduce -23.2% | 1.03% | −0.41 |
| VIRT Virtu Financial Inc. Class A | Reduce -10.6% | 0.82% | −0.38 |
| IVW iShares S&P 500 Growth ETF | Reduce -11.5% | 5.36% | −0.34 |
| IVE iShares S&P 500 Value ETF | Reduce -9.2% | 3.77% | −0.28 |
| C Citigroup Inc. | Reduce -38.0% | 0.70% | −0.28 |
| T AT&T Inc. | Reduce -6.3% | 1.57% | −0.20 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.0% | 5.13% | −0.16 |
| ALLY Ally Financial Inc. | Reduce -10.9% | 1.02% | −0.15 |
| FAF First American Financial | Reduce -71.1% | 0.06% | −0.14 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.11 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -6.9% | 1.66% | −0.09 |
| HES Hess Corp. | Sold out | 0.00% | −0.09 |
| IJH iShares Core S&P Midcap ETF | Reduce -28.7% | 0.22% | −0.08 |
| CUBE Cubesmart | Reduce -14.2% | 0.30% | −0.08 |
| WU Western Union Co. | Reduce -3.8% | 0.54% | −0.07 |
| COF Capital One Financial Corp. | Reduce -36.7% | 0.10% | −0.06 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -11.4% | 0.72% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -5.0% | 1.86% | −0.06 |
| DOW Dow Inc. | Reduce -3.9% | 0.22% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.05 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.05 |
| IWO iShares Russell 2000 Growth | Reduce -19.2% | 0.33% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -25.6% | 0.12% | −0.04 |
| EL Estee Lauder Companies Class A | Reduce -14.4% | 0.41% | −0.04 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -30.5% | 0.11% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.04 |
| XLF SS Financial Select Sector | Reduce -43.2% | 0.05% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -18.8% | 0.14% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -3.4% | 0.30% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -27.0% | 0.06% | −0.03 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -28.8% | 0.06% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -7.7% | 0.69% | −0.03 |
| V Visa Inc. Class A | Reduce -3.4% | 0.22% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 1.15% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -10.9% | 0.15% | −0.02 |
| ABT Abbott Laboratories | Reduce -11.0% | 0.11% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -6.7% | 0.46% | −0.02 |
| HON Honeywell International Inc. | Reduce -0.8% | 0.12% | −0.02 |
| SYK Stryker Corp. | Reduce -1.6% | 0.10% | −0.01 |
| SUB iShares Short-Term National | Reduce -22.4% | 0.04% | −0.01 |
| MOS The Mosaic Co. | Reduce -7.1% | 0.07% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -10.8% | 0.16% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -9.1% | 0.44% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -3.2% | 0.43% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +119.2% | 0.67% | +0.36 |
| APA Apa Corp. | Add +17.0% | 0.98% | +0.33 |
| CVX Chevron Corp. | Add +80.2% | 0.61% | +0.29 |
| VEA Vanguard Ftse Developed ETF | Add +14.5% | 1.71% | +0.24 |
| ES Eversource Energy | Add +55.7% | 0.50% | +0.20 |
| HSY The Hershey Co. | Add +25.2% | 0.66% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 2.75% | +0.16 |
| O Realty Income Corp. | New | 0.16% | +0.16 |
| F Ford Motor Co. | Add +20.6% | 0.70% | +0.16 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.8% | 2.13% | +0.13 |
| MO Altria Group Inc. | Add +2.1% | 1.12% | +0.12 |
| TROW T Rowe Price Group Inc. | Add +27.3% | 0.47% | +0.11 |
| USB US Bancorp | New | 0.10% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.5% | 1.59% | +0.10 |
| NVDA Nvidia Corp. | Add +2.0% | 0.70% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +9.8% | 0.71% | +0.10 |
| CVS CVS Health Corp. | Add +2.2% | 1.14% | +0.09 |
| PSA Public Storage | Add +27.1% | 0.48% | +0.08 |
| RMD Resmed Inc. | New | 0.07% | +0.07 |
| VMBS Vanguard Mortgage-Backed Sec | Add +6.6% | 1.56% | +0.07 |
| OEF iShares S&P 100 ETF | Add +54.3% | 0.16% | +0.06 |
| FNF Fidelity National Financial | Add +3.5% | 0.82% | +0.06 |
| CB Chubb Ltd. | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +48.8% | 0.13% | +0.05 |
| DOC Healthpeak Properties Inc. | New | 0.05% | +0.05 |
| SCHA Schwab US Small-Cap ETF | Add +8.4% | 0.35% | +0.05 |
| AON Aon PLC Class A | New | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | Add +26.4% | 0.60% | +0.05 |
| MRK Merck & Co. Inc. | Add +2.9% | 0.82% | +0.04 |
| SDY SS SPDR S&P Dividend ETF | Add +7.0% | 0.65% | +0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +16.9% | 0.34% | +0.04 |
| PFE Pfizer Inc. | Add +2.5% | 0.95% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.7% | 0.13% | +0.04 |
| TFC Truist Financial Corp. | Add +0.0% | 1.06% | +0.03 |
| TGT Target Corp. | Add +22.0% | 0.45% | +0.03 |
| KLAC KLA Corp. | Add +0.6% | 0.20% | +0.03 |
| TOL Toll Brothers Inc. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.03% | +0.03 |
| BBY Best Buy Co. Inc. | Add +0.7% | 0.29% | +0.03 |
| INTC Intel Corp. | Add +3.6% | 0.07% | +0.02 |
| FLIN Franklin Ftse India ETF | Add +27.6% | 0.13% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 0.10% | +0.01 |
| HII Huntington Ingalls Industrie | Add +1.6% | 0.09% | +0.01 |
| CAG Conagra Brands Inc. | Add +19.1% | 0.36% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.1% | 0.68% | +0.01 |
| TAP Molson Coors Beverage Co. Class B | Add +20.8% | 0.08% | +0.01 |
| BLK BlackRock Inc. | Add +0.4% | 0.10% | +0.01 |
| AEP American Electric Power | Add +1.6% | 0.11% | +0.01 |
| COP Conocophillips | Add +5.4% | 0.10% | +0.01 |
| NI Nisource Inc. | Add +1.4% | 0.13% | +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 |