1834 Investment Advisors Co
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$801.3M
Q ending 2026-03-31
Prior quarter
$797.1M
Q ending 2025-12-31
Change
+0.5% QoQ · +3.2% YoY
Positions
206
reported holdings
Largest positions
Top 100 of 206 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Scottsdale Fds | VGSH | Shares | $40.4M | 690K |
| Ishares Tr | IVW | Shares | $36.9M | 326K |
| Vanguard Scottsdale Fds | VCSH | Shares | $34.2M | 432K |
| Ishares Tr | IVE | Shares | $28.5M | 135K |
| Vanguard Scottsdale Fds | VCIT | Shares | $24.4M | 295K |
| Vanguard Scottsdale Fds | VGIT | Shares | $22.8M | 383K |
| Apple Inc | AAPL | Shares | $22.8M | 90K |
| Vanguard Index Fds | VOO | Shares | $22.2M | 37K |
| Microsoft Corp | MSFT | Shares | $17.7M | 48K |
| Spdr Series Trust | SPYV | Shares | $17.2M | 303K |
| Apa Corporation | APA | Shares | $16.4M | 387K |
| Spdr Series Trust | SPYG | Shares | $15.9M | 162K |
| Ishares Tr | IJK | Shares | $15.3M | 152K |
| Vanguard Scottsdale Fds | VMBS | Shares | $15.1M | 322K |
| Vanguard Tax-Managed Fds | VEA | Shares | $15.0M | 234K |
| Ishares Tr | IJJ | Shares | $12.6M | 95K |
| Spdr Gold Tr | GLD | Shares | $12.1M | 28K |
| Alphabet Inc | GOOGL | Shares | $12.0M | 42K |
| Coterra Energy Inc | CTRA | Shares | $11.9M | 340K |
| Merck & Co Inc | MRK | Shares | $10.3M | 85K |
| Broadcom Inc | AVGO | Shares | $10.2M | 33K |
| At&T Inc | T | Shares | $10.1M | 349K |
| Bristol-Myers Squibb Co | BMY | Shares | $9.9M | 164K |
| Verizon Communications Inc | VZ | Shares | $9.8M | 195K |
| Chevron Corporation | CVX | Shares | $9.6M | 46K |
| Johnson & Johnson | JNJ | Shares | $9.5M | 39K |
| Altria Group Inc | MO | Shares | $8.9M | 135K |
| Truist Finl Corp | TFC | Shares | $8.6M | 187K |
| Pfizer Inc | PFE | Shares | $8.1M | 288K |
| Cvs Health Corp | CVS | Shares | $7.6M | 106K |
| Dollar Gen Corp | DG | Shares | $7.3M | 61K |
| Jpmorgan Chase & Co | JPM | Shares | $6.9M | 24K |
| Edison Intl | EIX | Shares | $6.7M | 92K |
| Cnh Indl N V | Shares | $6.7M | 609K | |
| Kinder Morgan Inc Del | KMI | Shares | $6.7M | 199K |
| Wec Energy Group Inc | WEC | Shares | $6.5M | 56K |
| Hershey Co | HSY | Shares | $6.5M | 31K |
| Vanguard Intl Equity Index F | VWO | Shares | $6.1M | 113K |
| Lockheed Martin Corp | LMT | Shares | $6.1M | 10K |
| Amazon Com Inc | AMZN | Shares | $5.9M | 28K |
| Ford Mtr Co | F | Shares | $5.6M | 481K |
| Target Corp | TGT | Shares | $5.4M | 45K |
| Ishares Tr | IVV | Shares | $5.4M | 8K |
| Eversource Energy | ES | Shares | $5.1M | 74K |
| Nvidia Corporation | NVDA | Shares | $5.1M | 29K |
| Texas Instrs Inc | TXN | Shares | $5.1M | 26K |
| Fidelity Natl Finl Inc | FNF | Shares | $5.0M | 107K |
| United Bankshares Inc West V | UBSI | Shares | $4.6M | 112K |
| Us Bancorp | USB | Shares | $4.6M | 88K |
| Spdr Series Trust | SDY | Shares | $4.5M | 31K |
| Public Storage Oper Co | PSA | Shares | $4.4M | 16K |
| Qualcomm Inc | QCOM | Shares | $4.4M | 34K |
| Conagra Brands Inc | CAG | Shares | $4.2M | 270K |
| Western Un Co | WU | Shares | $4.1M | 471K |
| Citigroup Inc | C | Shares | $3.9M | 34K |
| Ishares Tr | IJS | Shares | $3.6M | 31K |
| Ishares Tr | IJT | Shares | $3.5M | 24K |
| Tyson Foods Inc | TSN | Shares | $3.5M | 55K |
| Price T Rowe Group Inc | TROW | Shares | $3.4M | 38K |
| Paccar Inc | PCAR | Shares | $3.4M | 29K |
| Ishares Tr | EFA | Shares | $3.3M | 34K |
| Realty Income Corp | O | Shares | $3.3M | 54K |
| Vanguard Mun Bd Fds | VTEB | Shares | $3.2M | 65K |
| Procter & Gamble Co | PG | Shares | $3.2M | 22K |
| Virtu Finl Inc | VIRT | Shares | $3.1M | 70K |
| Healthpeak Properties Inc | DOC | Shares | $3.0M | 184K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.0M | 5K |
| Eli Lilly & Co | LLY | Shares | $2.9M | 3K |
| Schwab Strategic Tr | SCHA | Shares | $2.8M | 98K |
| Spdr Series Trust | BIL | Shares | $2.8M | 31K |
| Ishares Tr | IWO | Shares | $2.6M | 8K |
| White Mtns Ins Group Ltd | Shares | $2.6M | 1K | |
| Select Sector Spdr Tr | XLK | Shares | $2.5M | 19K |
| Philip Morris Intl Inc | PM | Shares | $2.5M | 15K |
| Ally Finl Inc | ALLY | Shares | $2.5M | 63K |
| Cisco Sys Inc | CSCO | Shares | $2.4M | 31K |
| Unitedhealth Group Inc | UNH | Shares | $2.2M | 8K |
| Ishares Tr | SHYG | Shares | $2.1M | 50K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.1M | 3K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| Kla Corp | KLAC | Shares | $2.1M | 1K |
| Ishares Tr | IWM | Shares | $2.1M | 8K |
| Best Buy Inc | BBY | Shares | $2.1M | 32K |
| Meta Platforms Inc | META | Shares | $1.9M | 3K |
| Ishares Tr | OEF | Shares | $1.8M | 6K |
| Ishares Tr | IJH | Shares | $1.8M | 27K |
| Ishares Tr | IWF | Shares | $1.7M | 4K |
| Kroger Co | KR | Shares | $1.6M | 23K |
| Vanguard Index Fds | VOT | Shares | $1.6M | 6K |
| Lamar Advertising Co | LAMR | Shares | $1.6M | 13K |
| Dominion Energy Inc | D | Shares | $1.6M | 26K |
| Visa Inc | V | Shares | $1.6M | 5K |
| Vanguard Index Fds | VNQ | Shares | $1.5M | 17K |
| Vanguard Index Fds | VOE | Shares | $1.4M | 8K |
| Select Sector Spdr Tr | XLV | Shares | $1.4M | 10K |
| Bank New York Mellon Corp | BNY | Shares | $1.4M | 12K |
| Wells Fargo & Co | WFC | Shares | $1.4M | 17K |
| Costco Wholesale Corporation | COST | Shares | $1.4M | 1K |
| Vanguard Index Fds | VBR | Shares | $1.4M | 6K |
| Asml Hldg Nv | Shares | $1.3M | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.