Filed: 1/21/2025ACC: 0001172661-25-000290
📋 What this filing means
1834 INVESTMENT ADVISORS CO filed this quarterly 13F‑HR report disclosing 210 equity positions with a total reported market value of $789.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
210
Positions
$789.85M
Total AUM (reported)
11.64M
Total Shares
Allocation by class
COM$347.80M44.0%
S&P 500 GRWT ETF$45.99M5.8%
SHORT TERM TREAS$45.00M5.7%
S&P 500 VAL ETF$34.40M4.4%
SHRT TRM CORP BD$29.88M3.8%
INT-TERM CORP$25.34M3.2%
INTER TERM TREAS$23.48M3.0%
Portfolio Concentration
Top 3$125.39M15.9%
4–10$164.45M20.8%
11–25$154.87M19.6%
Rest$345.15M43.7%
Top 3 weight
15.9%
Top 10 weight
36.7%
Voting Authority Distribution
Total shares with voting rights: 11.64M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.64M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole210
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings210
Rows:
ISHARES TR
SOLEShares452.94K
TypeSH
Market value$45.99M
5.82%
Sole
0.00
Shared
0.00
None
452.94K
VANGUARD SCOTTSDALE FDS
SOLEShares773.49K
TypeSH
Market value$45.00M
5.70%
Sole
0.00
Shared
0.00
None
773.49K
ISHARES TR
SOLEShares180.20K
TypeSH
Market value$34.40M
4.35%
Sole
0.00
Shared
0.00
None
180.20K
VANGUARD SCOTTSDALE FDS
SOLEShares383.09K
TypeSH
Market value$29.88M
3.78%
Sole
0.00
Shared
0.00
None
383.09K
APPLE INC
SOLEShares110.29K
TypeSH
Market value$27.62M
3.50%
Sole
0.00
Shared
0.00
None
110.29K
VANGUARD SCOTTSDALE FDS
SOLEShares315.66K
TypeSH
Market value$25.34M
3.21%
Sole
0.00
Shared
0.00
None
315.66K
MICROSOFT CORP
SOLEShares56.40K
TypeSH
Market value$23.77M
3.01%
Sole
0.00
Shared
0.00
None
56.40K
VANGUARD SCOTTSDALE FDS
SOLEShares404.76K
TypeSH
Market value$23.48M
2.97%
Sole
0.00
Shared
0.00
None
404.76K
VANGUARD INDEX FDS
SOLEShares32.01K
TypeSH
Market value$17.25M
2.18%
Sole
0.00
Shared
0.00
None
32.01K
ISHARES TR
SOLEShares136.89K
TypeSH
Market value$17.11M
2.17%
Sole
0.00
Shared
0.00
None
136.89K
ISHARES TR
SOLEShares186.09K
TypeSH
Market value$16.92M
2.14%
Sole
0.00
Shared
0.00
None
186.09K
SPDR SER TR
SOLEShares289.57K
TypeSH
Market value$14.81M
1.87%
Sole
0.00
Shared
0.00
None
289.57K
AT&T INC
SOLEShares551.32K
TypeSH
Market value$12.55M
1.59%
Sole
0.00
Shared
0.00
None
551.32K
KINDER MORGAN INC DEL
SOLEShares447.07K
TypeSH
Market value$12.25M
1.55%
Sole
0.00
Shared
0.00
None
447.07K
VIRTU FINL INC
SOLEShares286.85K
TypeSH
Market value$10.23M
1.30%
Sole
0.00
Shared
0.00
None
286.85K
VANGUARD SCOTTSDALE FDS
SOLEShares208.05K
TypeSH
Market value$9.43M
1.19%
Sole
0.00
Shared
0.00
None
208.05K
VANGUARD TAX-MANAGED FDS
SOLEShares195.92K
TypeSH
Market value$9.37M
1.19%
Sole
0.00
Shared
0.00
None
195.92K
BRISTOL-MYERS SQUIBB CO
SOLEShares163.39K
TypeSH
Market value$9.24M
1.17%
Sole
0.00
Shared
0.00
None
163.39K
VERIZON COMMUNICATIONS INC
SOLEShares226.16K
TypeSH
Market value$9.04M
1.15%
Sole
0.00
Shared
0.00
None
226.16K
KROGER CO
SOLEShares143.35K
TypeSH
Market value$8.77M
1.11%
Sole
0.00
Shared
0.00
None
143.35K
ALPHABET INC
SOLEShares45.94K
TypeSH
Market value$8.70M
1.10%
Sole
0.00
Shared
0.00
None
45.94K
TRUIST FINL CORP
SOLEShares195.90K
TypeSH
Market value$8.50M
1.08%
Sole
0.00
Shared
0.00
None
195.90K
SPDR GOLD TR
SOLEShares35.09K
TypeSH
Market value$8.50M
1.08%
Sole
0.00
Shared
0.00
None
35.09K
BROADCOM INC
SOLEShares36.08K
TypeSH
Market value$8.36M
1.06%
Sole
0.00
Shared
0.00
None
36.08K
ALTRIA GROUP INC
SOLEShares156.80K
TypeSH
Market value$8.20M
1.04%
Sole
0.00
Shared
0.00
None
156.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | S&P 500 GRWT ETF | 452.94K | SH | $45.99M 5.82% | 0.00 | 0.00 | 452.94K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 773.49K | SH | $45.00M 5.70% | 0.00 | 0.00 | 773.49K |
ISHARES TRSOLE | S&P 500 VAL ETF | 180.20K | SH | $34.40M 4.35% | 0.00 | 0.00 | 180.20K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 383.09K | SH | $29.88M 3.78% | 0.00 | 0.00 | 383.09K |
APPLE INCSOLE | COM | 110.29K | SH | $27.62M 3.50% | 0.00 | 0.00 | 110.29K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 315.66K | SH | $25.34M 3.21% | 0.00 | 0.00 | 315.66K |
MICROSOFT CORPSOLE | COM | 56.40K | SH | $23.77M 3.01% | 0.00 | 0.00 | 56.40K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 404.76K | SH | $23.48M 2.97% | 0.00 | 0.00 | 404.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 32.01K | SH | $17.25M 2.18% | 0.00 | 0.00 | 32.01K |
ISHARES TRSOLE | S&P MC 400VL ETF | 136.89K | SH | $17.11M 2.17% | 0.00 | 0.00 | 136.89K |
ISHARES TRSOLE | S&P MC 400GR ETF | 186.09K | SH | $16.92M 2.14% | 0.00 | 0.00 | 186.09K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 289.57K | SH | $14.81M 1.87% | 0.00 | 0.00 | 289.57K |
AT&T INCSOLE | COM | 551.32K | SH | $12.55M 1.59% | 0.00 | 0.00 | 551.32K |
KINDER MORGAN INC DELSOLE | COM | 447.07K | SH | $12.25M 1.55% | 0.00 | 0.00 | 447.07K |
VIRTU FINL INCSOLE | CL A | 286.85K | SH | $10.23M 1.30% | 0.00 | 0.00 | 286.85K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 208.05K | SH | $9.43M 1.19% | 0.00 | 0.00 | 208.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 195.92K | SH | $9.37M 1.19% | 0.00 | 0.00 | 195.92K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 163.39K | SH | $9.24M 1.17% | 0.00 | 0.00 | 163.39K |
VERIZON COMMUNICATIONS INCSOLE | COM | 226.16K | SH | $9.04M 1.15% | 0.00 | 0.00 | 226.16K |
KROGER COSOLE | COM | 143.35K | SH | $8.77M 1.11% | 0.00 | 0.00 | 143.35K |
ALPHABET INCSOLE | CAP STK CL A | 45.94K | SH | $8.70M 1.10% | 0.00 | 0.00 | 45.94K |
TRUIST FINL CORPSOLE | COM | 195.90K | SH | $8.50M 1.08% | 0.00 | 0.00 | 195.90K |
SPDR GOLD TRSOLE | GOLD SHS | 35.09K | SH | $8.50M 1.08% | 0.00 | 0.00 | 35.09K |
BROADCOM INCSOLE | COM | 36.08K | SH | $8.36M 1.06% | 0.00 | 0.00 | 36.08K |
ALTRIA GROUP INCSOLE | COM | 156.80K | SH | $8.20M 1.04% | 0.00 | 0.00 | 156.80K |
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