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1834 INVESTMENT ADVISORS CO13F | |
| 1834 INVESTMENT ADVISORS CO | |
| Last update 2025-07-16 | 205 Stocks (3 new) |
| Value $790.00 Mil | Turnover 2 % |
1834 INVESTMENT ADVISORS CO Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVW | iShares S&P 500 Growth ETF | 409,110 | 45,043.0 | -7.13% | 5.700 | -0.38% | 0.070 | +22.07% | +11.58% | 62,264.2 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 710,783 | 41,779.8 | -3.42% | 5.290 | -0.19% | 0.180 | -0.32% | +0.62% | 22,497.1 | ||
IVE | iShares S&P 500 Value ETF | 163,617 | 31,974.0 | -5.06% | 4.050 | -0.21% | 0.080 | +9.80% | +4.74% | 39,993.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 381,603 | 30,337.4 | -4.63% | 3.840 | -0.19% | 0.090 | +0.57% | +1.59% | 34,938.6 | ||
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 309,551 | 25,667.9 | -5.64% | 3.250 | -0.19% | 0.050 | +1.59% | +2.69% | 53,299.6 | ||
MSFT | Microsoft Corp | 50,931 | 25,333.7 | -7.71% | 3.210 | -0.21% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 374,141 | 22,377.4 | -5.50% | 2.830 | -0.17% | 0.070 | -0.17% | +2.16% | 31,579.5 | ||
AAPL | Apple Inc | 101,541 | 20,833.3 | -1.85% | 2.640 | -0.05% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
VOO | Vanguard S&P 500 ETF | 35,914 | 20,400.7 | -2.62% | 2.580 | -0.06% | 0.000 | +16.09% | +8.25% | 664,077.8 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 302,295 | 15,822.1 | -1.38% | 2.000 | -0.03% | 0.060 | +9.84% | +4.81% | 27,290.6 |
1834 INVESTMENT ADVISORS CO's Historical Top Holdings Breakdowns
1834 INVESTMENT ADVISORS CO's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMA | Comerica Inc | 2025-06-30 | Sold Out Sold Out | -0.54% | 50.42 ($55.85) 59.65 | $67.48 | 20.82% | Sold Out | 0 | -70,856 | |
HSY | The Hershey Co | 2025-06-30 | Add Add | +0.44% | 151.29 ($164.93) 173.13 | $183.90 | 11.50% | Add 1102.88% | 22,987 | 21,076 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -0.38% | 82.96 ($98.88) 110.1 | $113.29 | 14.57% | Reduce -7.13% | 409,110 | -31,430 | |
ES | Eversource Energy | 2025-06-30 | New Buy New Buy | +0.30% | 54.25 ($61.63) 65.89 | $66.41 | 7.76% | New holding | 36,891 | 36,891 | |
IVE | iShares S&P 500 Value ETF | 2025-06-30 | Reduce Reduce | -0.21% | 168.34 ($186.34) 195.42 | $199.92 | 7.29% | Reduce -5.06% | 163,617 | -8,716 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.21% | 354.56 ($433.34) 497.45 | $510.88 | 17.89% | Reduce -7.71% | 50,931 | -4,255 | |
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.19% | 77.94 ($78.77) 79.5 | $79.25 | 0.61% | Reduce -4.63% | 381,603 | -18,512 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Reduce Reduce | -0.19% | 58.32 ($58.58) 58.98 | $58.54 | -0.07% | Reduce -3.42% | 710,783 | -25,201 | |
VCIT |
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.19% | 79.56 ($81.25) 82.92 | $82.43 | 1.45% | Reduce -5.64% | 309,551 | -18,509 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-06-30 | Reduce Reduce | -0.17% | 58.63 ($59.2) 59.97 | $59.25 | 0.08% | Reduce -5.5% | 374,141 | -21,761 |
1834 INVESTMENT ADVISORS CO Total Holding History ($B)
1834 INVESTMENT ADVISORS CO's Asset Allocation
1834 INVESTMENT ADVISORS CO Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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1834 INVESTMENT ADVISORS CO's Hypothetical Growth since 2025-06-30
1834 INVESTMENT ADVISORS CO's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
1834 INVESTMENT ADVISORS CO's Holdings Heat Map
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1834 INVESTMENT ADVISORS CO's Holdings Bubble Chart
1834 INVESTMENT ADVISORS CO News
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