Filed: 5/9/2025ACC: 0001172661-25-001635
📋 What this filing means
1834 INVESTMENT ADVISORS CO filed this quarterly 13F‑HR report disclosing 211 equity positions with a total reported market value of $776.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
211
Positions
$776.50M
Total AUM (reported)
11.81M
Total Shares
Allocation by class
COM$340.12M43.8%
SHORT TERM TREAS$43.19M5.6%
S&P 500 GRWT ETF$40.90M5.3%
S&P 500 VAL ETF$32.84M4.2%
SHRT TRM CORP BD$31.59M4.1%
INT-TERM CORP$26.82M3.5%
INTER TERM TREAS$23.52M3.0%
Portfolio Concentration
Top 3$116.93M15.1%
4–10$160.23M20.6%
11–25$161.13M20.8%
Rest$338.21M43.6%
Top 3 weight
15.1%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 11.81M
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
11.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole211
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings211
Rows:
VANGUARD SCOTTSDALE FDS
SOLEShares735.98K
TypeSH
Market value$43.19M
5.56%
Sole
0.00
Shared
0.00
None
735.98K
ISHARES TR
SOLEShares440.54K
TypeSH
Market value$40.90M
5.27%
Sole
0.00
Shared
0.00
None
440.54K
ISHARES TR
SOLEShares172.33K
TypeSH
Market value$32.84M
4.23%
Sole
0.00
Shared
0.00
None
172.33K
VANGUARD SCOTTSDALE FDS
SOLEShares400.12K
TypeSH
Market value$31.59M
4.07%
Sole
0.00
Shared
0.00
None
400.12K
VANGUARD SCOTTSDALE FDS
SOLEShares328.06K
TypeSH
Market value$26.82M
3.45%
Sole
0.00
Shared
0.00
None
328.06K
VANGUARD SCOTTSDALE FDS
SOLEShares395.90K
TypeSH
Market value$23.52M
3.03%
Sole
0.00
Shared
0.00
None
395.90K
APPLE INC
SOLEShares103.46K
TypeSH
Market value$22.98M
2.96%
Sole
0.00
Shared
0.00
None
103.46K
MICROSOFT CORP
SOLEShares55.19K
TypeSH
Market value$20.72M
2.67%
Sole
0.00
Shared
0.00
None
55.19K
VANGUARD INDEX FDS
SOLEShares36.88K
TypeSH
Market value$18.95M
2.44%
Sole
0.00
Shared
0.00
None
36.88K
SPDR SER TR
SOLEShares306.53K
TypeSH
Market value$15.65M
2.02%
Sole
0.00
Shared
0.00
None
306.53K
AT&T INC
SOLEShares525.30K
TypeSH
Market value$14.86M
1.91%
Sole
0.00
Shared
0.00
None
525.30K
ISHARES TR
SOLEShares174.18K
TypeSH
Market value$14.51M
1.87%
Sole
0.00
Shared
0.00
None
174.18K
ISHARES TR
SOLEShares119.90K
TypeSH
Market value$14.36M
1.85%
Sole
0.00
Shared
0.00
None
119.90K
KINDER MORGAN INC DEL
SOLEShares427.70K
TypeSH
Market value$12.20M
1.57%
Sole
0.00
Shared
0.00
None
427.70K
VANGUARD SCOTTSDALE FDS
SOLEShares249.11K
TypeSH
Market value$11.54M
1.49%
Sole
0.00
Shared
0.00
None
249.11K
VANGUARD TAX-MANAGED FDS
SOLEShares203.48K
TypeSH
Market value$10.34M
1.33%
Sole
0.00
Shared
0.00
None
203.48K
VERIZON COMMUNICATIONS INC
SOLEShares218.78K
TypeSH
Market value$9.92M
1.28%
Sole
0.00
Shared
0.00
None
218.78K
BRISTOL-MYERS SQUIBB CO
SOLEShares158.79K
TypeSH
Market value$9.68M
1.25%
Sole
0.00
Shared
0.00
None
158.79K
COTERRA ENERGY INC
SOLEShares334.46K
TypeSH
Market value$9.67M
1.24%
Sole
0.00
Shared
0.00
None
334.46K
ALLY FINL INC
SOLEShares258.19K
TypeSH
Market value$9.42M
1.21%
Sole
0.00
Shared
0.00
None
258.19K
SPDR SER TR
SOLEShares116.33K
TypeSH
Market value$9.35M
1.20%
Sole
0.00
Shared
0.00
None
116.33K
KROGER CO
SOLEShares137.24K
TypeSH
Market value$9.29M
1.20%
Sole
0.00
Shared
0.00
None
137.24K
SPDR GOLD TR
SOLEShares30.89K
TypeSH
Market value$8.90M
1.15%
Sole
0.00
Shared
0.00
None
30.89K
VIRTU FINL INC
SOLEShares229.35K
TypeSH
Market value$8.74M
1.13%
Sole
0.00
Shared
0.00
None
229.35K
ALTRIA GROUP INC
SOLEShares139.24K
TypeSH
Market value$8.36M
1.08%
Sole
0.00
Shared
0.00
None
139.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 735.98K | SH | $43.19M 5.56% | 0.00 | 0.00 | 735.98K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 440.54K | SH | $40.90M 5.27% | 0.00 | 0.00 | 440.54K |
ISHARES TRSOLE | S&P 500 VAL ETF | 172.33K | SH | $32.84M 4.23% | 0.00 | 0.00 | 172.33K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 400.12K | SH | $31.59M 4.07% | 0.00 | 0.00 | 400.12K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 328.06K | SH | $26.82M 3.45% | 0.00 | 0.00 | 328.06K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 395.90K | SH | $23.52M 3.03% | 0.00 | 0.00 | 395.90K |
APPLE INCSOLE | COM | 103.46K | SH | $22.98M 2.96% | 0.00 | 0.00 | 103.46K |
MICROSOFT CORPSOLE | COM | 55.19K | SH | $20.72M 2.67% | 0.00 | 0.00 | 55.19K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 36.88K | SH | $18.95M 2.44% | 0.00 | 0.00 | 36.88K |
SPDR SER TRSOLE | PRTFLO S&P500 VL | 306.53K | SH | $15.65M 2.02% | 0.00 | 0.00 | 306.53K |
AT&T INCSOLE | COM | 525.30K | SH | $14.86M 1.91% | 0.00 | 0.00 | 525.30K |
ISHARES TRSOLE | S&P MC 400GR ETF | 174.18K | SH | $14.51M 1.87% | 0.00 | 0.00 | 174.18K |
ISHARES TRSOLE | S&P MC 400VL ETF | 119.90K | SH | $14.36M 1.85% | 0.00 | 0.00 | 119.90K |
KINDER MORGAN INC DELSOLE | COM | 427.70K | SH | $12.20M 1.57% | 0.00 | 0.00 | 427.70K |
VANGUARD SCOTTSDALE FDSSOLE | MTG-BKD SECS ETF | 249.11K | SH | $11.54M 1.49% | 0.00 | 0.00 | 249.11K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 203.48K | SH | $10.34M 1.33% | 0.00 | 0.00 | 203.48K |
VERIZON COMMUNICATIONS INCSOLE | COM | 218.78K | SH | $9.92M 1.28% | 0.00 | 0.00 | 218.78K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 158.79K | SH | $9.68M 1.25% | 0.00 | 0.00 | 158.79K |
COTERRA ENERGY INCSOLE | COM | 334.46K | SH | $9.67M 1.24% | 0.00 | 0.00 | 334.46K |
ALLY FINL INCSOLE | COM | 258.19K | SH | $9.42M 1.21% | 0.00 | 0.00 | 258.19K |
SPDR SER TRSOLE | PRTFLO S&P500 GW | 116.33K | SH | $9.35M 1.20% | 0.00 | 0.00 | 116.33K |
KROGER COSOLE | COM | 137.24K | SH | $9.29M 1.20% | 0.00 | 0.00 | 137.24K |
SPDR GOLD TRSOLE | GOLD SHS | 30.89K | SH | $8.90M 1.15% | 0.00 | 0.00 | 30.89K |
VIRTU FINL INCSOLE | CL A | 229.35K | SH | $8.74M 1.13% | 0.00 | 0.00 | 229.35K |
ALTRIA GROUP INCSOLE | COM | 139.24K | SH | $8.36M 1.08% | 0.00 | 0.00 | 139.24K |
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