1834 INVESTMENT ADVISORS CO
207 holdingsFiling period: 2026-03-31Current AUM: $871.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 690.2K | $40.4M | $40.1M | 4.60% | +7.7K | 2026-03-31 |
| 2 | IVW | ISHARES TR | 325.8K | $36.9M | $44.1M | 5.06% | -24,156 | 2026-03-31 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 432.0K | $34.2M | $34.0M | 3.90% | +24.2K | 2026-03-31 |
| 4 | IVE | ISHARES TR | 135.2K | $28.5M | $31.3M | 3.59% | -3,219 | 2026-03-31 |
| 5 | VCIT | VANGUARD SCOTTSDALE FDS | 295.3K | $24.4M | $24.0M | 2.75% | +4.0K | 2026-03-31 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 383.0K | $22.8M | $22.3M | 2.56% | +32.9K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 89.8K | $22.8M | $27.7M | 3.18% | -2,981 | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 37.1K | $22.2M | $25.5M | 2.92% | +881 | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 47.9K | $17.7M | $22.3M | 2.55% | -906 | 2026-03-31 |
| 10 | SPYV | SPDR SERIES TRUST | 303.4K | $17.2M | $18.8M | 2.16% | +2.3K | 2026-03-31 |
| 11 | APA | APA CORPORATION | 387.1K | $16.4M | $14.4M | 1.66% | +40.3K | 2026-03-31 |
| 12 | SPYG | SPDR SERIES TRUST | 162.3K | $15.9M | $19.0M | 2.18% | +38.7K | 2026-03-31 |
| 13 | IJK | ISHARES TR | 151.6K | $15.3M | $17.0M | 1.95% | -2,037 | 2026-03-31 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | 321.8K | $15.1M | $14.8M | 1.70% | +45.7K | 2026-03-31 |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | 233.8K | $15.0M | $16.5M | 1.89% | -1,605 | 2026-03-31 |
| 16 | IJJ | ISHARES TR | 95.0K | $12.6M | $14.0M | 1.61% | -4,511 | 2026-03-31 |
| 17 | GLD | SPDR GOLD TR | 28.2K | $12.1M | $10.5M | 1.20% | +619 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 41.6K | $12.0M | $14.8M | 1.70% | -1,250 | 2026-03-31 |
| 19 | CTRA | COTERRA ENERGY INC | 339.5K | $11.9M | $11.9M | 1.37% | +10.4K | 2026-03-31 |
| 20 | MRK | MERCK & CO INC | 85.3K | $10.3M | $11.1M | 1.27% | +2.1K | 2026-03-31 |
| 21 | AVGO | BROADCOM INC | 32.9K | $10.2M | $12.8M | 1.47% | -494 | 2026-03-31 |
| 22 | T | AT&T INC | 349.2K | $10.1M | $8.1M | 0.93% | -64,910 | 2026-03-31 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | 163.6K | $9.9M | $10.7M | 1.23% | +3.1K | 2026-03-31 |
| 24 | VZ | VERIZON COMMUNICATIONS INC | 195.2K | $9.8M | $9.1M | 1.05% | -1,886 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 46.2K | $9.6M | $9.1M | 1.04% | +7.6K | 2026-03-31 |
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