1834 INVESTMENT ADVISORS CO
Q3 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
204
- Value ($000)
$814,870
- Date Filed10/31/2025
- Form type13F-HR
- CIK0001138486
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $43.69 M | 5 % | 361,933 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $41.82 M | 5 % | 710,683 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $31.24 M | 4 % | 390,860 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $30.69 M | 4 % | 148,596 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.36 M | 3 % | 50,896 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $26.22 M | 3 % | 311,761 | ||
AAPL APPLE INC | COM | 037833100 | $25.15 M | 3 % | 98,774 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $22.51 M | 3 % | 374,989 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $22.39 M | 3 % | 36,562 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $17.36 M | 2 % | 313,758 |
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