1834 INVESTMENT ADVISORS CO
Q1 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
212
- Value ($000)
$776,500
- Date Filed05/09/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $43.19 M | 6 % | 735,984 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $40.90 M | 5 % | 440,540 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $32.84 M | 4 % | 172,333 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $31.59 M | 4 % | 400,115 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $26.82 M | 4 % | 328,060 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $23.52 M | 3 % | 395,902 | ||
AAPL APPLE INC | COM | 037833100 | $22.98 M | 3 % | 103,458 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $20.72 M | 3 % | 55,186 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.95 M | 2 % | 36,882 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $15.65 M | 2 % | 306,531 |
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