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1834 Investment Advisors Co

Portfolio Manager
1834 Investment Advisors Co
Performance
+1.38% (2025 Q4)
AUM (13F)
$801.30M
# of Holdings
206
Performance Rank
Allocation (Top 20)
50.37%

1834 Investment Advisors Co Holdings Map

Top 50 1834 Investment Advisors Co Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGSH
VANGUARD SCOTTSDALE FDS
5.04%690.2K$40.4M
+1.13%(+7.75K)
2025-Q1: 736.0K shares2025-Q2: 710.8K shares2025-Q3: 710.7K shares2025-Q4: 682.5K shares2026-Q1: 690.2K shares
$58.15(+0.17%)
2026-03-31
IVW
ISHARES TR
4.6%325.8K$36.9M
-6.90%(-24.16K)
2025-Q1: 440.5K shares2025-Q2: 409.1K shares2025-Q3: 361.9K shares2025-Q4: 349.9K shares2026-Q1: 325.8K shares
$20.20(+587.72%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.27%432.0K$34.2M
+5.95%(+24.25K)
2025-Q1: 400.1K shares2025-Q2: 381.6K shares2025-Q3: 390.9K shares2025-Q4: 407.8K shares2026-Q1: 432.0K shares
$76.20(+3.63%)
2026-03-31
IVE
ISHARES TR
3.56%135.2K$28.5M
-2.33%(-3.22K)
2025-Q1: 172.3K shares2025-Q2: 163.6K shares2025-Q3: 148.6K shares2025-Q4: 138.4K shares2026-Q1: 135.2K shares
$87.55(+157.18%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.05%295.3K$24.4M
+1.38%(+4.01K)
2025-Q1: 328.1K shares2025-Q2: 309.6K shares2025-Q3: 311.8K shares2025-Q4: 291.3K shares2026-Q1: 295.3K shares
$78.60(+4.91%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
2.85%383.0K$22.8M
+9.39%(+32.87K)
2025-Q1: 395.9K shares2025-Q2: 374.1K shares2025-Q3: 375.0K shares2025-Q4: 350.1K shares2026-Q1: 383.0K shares
$59.36(-0.75%)
2026-03-31
AAPL
APPLE INC
2.84%89.8K$22.8M
-3.21%(-2.98K)
2025-Q1: 103.5K shares2025-Q2: 101.5K shares2025-Q3: 98.8K shares2025-Q4: 92.8K shares2026-Q1: 89.8K shares
$58.04(+413.79%)
2026-03-31
VOO
VANGUARD INDEX FDS
2.77%37.1K$22.2M
+2.43%(+881)
2025-Q1: 36.9K shares2025-Q2: 35.9K shares2025-Q3: 36.6K shares2025-Q4: 36.2K shares2026-Q1: 37.1K shares
$365.60(+88.11%)
2026-03-31
MSFT
MICROSOFT CORP
2.21%47.9K$17.7M
-1.86%(-906)
2025-Q1: 55.2K shares2025-Q2: 50.9K shares2025-Q3: 50.9K shares2025-Q4: 48.8K shares2026-Q1: 47.9K shares
$66.80(+512.90%)
2026-03-31
SPYV
SPDR SERIES TRUST
2.14%303.4K$17.2M
+0.76%(+2.28K)
2025-Q1: 306.5K shares2025-Q2: 302.3K shares2025-Q3: 313.8K shares2025-Q4: 301.1K shares2026-Q1: 303.4K shares
$42.96(+40.39%)
2026-03-31

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