EdgeMarket › What 1834 Investment Advisors Co reported owning
What 1834 Investment Advisors Co reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
801.3MPositions
206Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VGSH Vanguard Short-Term Treasury ETF | 40.4M | 5.0% | 690.2K | 58.13 | -0.9% |
| IVW iShares S&P 500 Growth ETF | 36.9M | 4.6% | 325.8K | 138.83 | +22.2% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 34.2M | 4.3% | 432.0K | 78.59 | -1.3% |
| IVE iShares S&P 500 Value ETF | 28.5M | 3.6% | 135.2K | 237.24 | +17.6% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 24.4M | 3.0% | 295.3K | 81.05 | -2.5% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 22.8M | 2.8% | 383.0K | 58.31 | -2.3% |
| AAPL Apple Inc. | 22.8M | 2.8% | 89.8K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 22.2M | 2.8% | 37.1K | 703.71 | +20.0% |
| MSFT MICROSOFT CORP | 17.7M | 2.2% | 47.9K | 483.24 | -4.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 17.2M | 2.1% | 303.4K | 63.51 | +17.5% |
| APA APA Corp | 16.4M | 2.1% | 387.1K | 43.39 | +113.3% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 15.9M | 2.0% | 162.3K | 120.21 | +22.2% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 15.3M | 1.9% | 151.6K | 115.45 | +24.2% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 15.1M | 1.9% | 321.8K | 46.15 | -0.4% |
| VEA Vanguard FTSE Developed Markets ETF | 15.0M | 1.9% | 233.8K | 73.42 | +24.7% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 12.6M | 1.6% | 95.0K | 149.03 | +17.4% |
| GLD SPDR GOLD TRUST | 12.1M | 1.5% | 28.2K | 423.36 | +37.3% |
| GOOGL Alphabet Inc. | 12.0M | 1.5% | 41.6K | 344.82 | +73.0% |
| unmapped CUSIP 127097103 | 11.9M | 1.5% | 339.5K | — | — |
| MRK Merck & Co., Inc. | 10.3M | 1.3% | 85.3K | 152.55 | +80.2% |
| AVGO Broadcom Inc. | 10.2M | 1.3% | 32.9K | 368.45 | +26.5% |
| T AT&T INC. | 10.1M | 1.3% | 349.2K | 25.29 | -13.6% |
| BMY BRISTOL MYERS SQUIBB CO | 9.9M | 1.2% | 163.6K | 67.01 | +38.9% |
| VZ VERIZON COMMUNICATIONS INC | 9.8M | 1.2% | 195.2K | 49.45 | +9.7% |
| CVX CHEVRON CORP | 9.6M | 1.2% | 46.2K | 205.27 | +34.0% |
| JNJ JOHNSON & JOHNSON | 9.5M | 1.2% | 38.9K | 270.24 | +51.1% |
| MO ALTRIA GROUP, INC. | 8.9M | 1.1% | 135.5K | 66.09 | -2.2% |
| TFC TRUIST FINANCIAL CORP | 8.6M | 1.1% | 187.0K | 50.42 | +13.6% |
| PFE PFIZER INC | 8.1M | 1.0% | 287.7K | 28.07 | +10.6% |
| CVS CVS HEALTH Corp | 7.6M | 1.0% | 106.0K | 93.02 | +31.3% |
| DG DOLLAR GENERAL CORP | 7.3M | 0.9% | 61.2K | 123.41 | +7.5% |
| JPM JPMORGAN CHASE & CO | 6.9M | 0.9% | 23.6K | 351.58 | +20.3% |
| EIX EDISON INTERNATIONAL | 6.7M | 0.8% | 92.0K | 71.59 | +27.9% |
| CNH CNH Industrial N.V. | 6.7M | 0.8% | 609.2K | 11.87 | -2.5% |
| KMI KINDER MORGAN, INC. | 6.7M | 0.8% | 198.7K | 30.98 | +16.6% |
| WEC WEC ENERGY GROUP, INC. | 6.5M | 0.8% | 56.4K | 106.01 | -2.7% |
| HSY HERSHEY CO | 6.5M | 0.8% | 31.3K | 186.46 | +2.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 6.1M | 0.8% | 113.1K | 60.45 | +17.7% |
| LMT LOCKHEED MARTIN CORP | 6.1M | 0.8% | 10.1K | 563.57 | +26.4% |
| AMZN AMAZON COM INC | 5.9M | 0.7% | 28.3K | 258.63 | +15.6% |
| F FORD MOTOR CO | 5.6M | 0.7% | 481.1K | 14.41 | +25.4% |
| TGT TARGET CORP | 5.4M | 0.7% | 44.8K | 165.44 | +67.6% |
| IVV iShares Core S&P 500 ETF | 5.4M | 0.7% | 8.3K | 769.31 | +20.0% |
| ES EVERSOURCE ENERGY | 5.1M | 0.6% | 73.9K | 70.21 | +6.8% |
| NVDA NVIDIA CORP | 5.1M | 0.6% | 29.1K | 214.72 | +22.4% |
| TXN TEXAS INSTRUMENTS INC | 5.1M | 0.6% | 26.1K | 264.36 | +31.7% |
| FNF Fidelity National Financial, Inc. | 5.0M | 0.6% | 107.0K | 47.30 | -20.2% |
| UBSI UNITED BANKSHARES INC/WV | 4.6M | 0.6% | 111.9K | 47.81 | +29.0% |
| USB US BANCORP \DE\ | 4.6M | 0.6% | 88.5K | 62.05 | +33.7% |
| SDY State Street SPDR S&P Dividend ETF | 4.5M | 0.6% | 31.1K | 158.44 | +12.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →