1834 INVESTMENT ADVISORS CO
Q4 2024 13F Holdings
- Locationmilwaukee, WI
- Num holdings
210
- Value ($000)
$789,853
- Date Filed01/21/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $45.99M | 6 % | 452,941 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $45.00M | 6 % | 773,486 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $34.40M | 4 % | 180,202 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $29.88M | 4 % | 383,089 | ||
AAPL APPLE INC | COM | 037833100 | $27.62M | 4 % | 110,286 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $25.34M | 3 % | 315,662 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.77M | 3 % | 56,403 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $23.48M | 3 % | 404,765 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.25M | 2 % | 32,013 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $17.11M | 2 % | 136,893 |
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