1834 INVESTMENT ADVISORS CO
213 holdingsFiling period: 2026-06-30Current AUM: $898.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | 320.5K | $44.1M | $44.0M | 4.90% | -5,303 | 2026-06-30 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | 668.0K | $38.9M | $38.5M | 4.29% | -22,221 | 2026-06-30 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 458.7K | $36.3M | $35.6M | 3.97% | +26.7K | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 43.1K | $29.6M | $30.0M | 3.34% | +6.0K | 2026-06-30 |
| 5 | IVE | ISHARES TR | 125.7K | $28.5M | $29.3M | 3.27% | -9,442 | 2026-06-30 |
| 6 | AAPL | APPLE INC | 89.4K | $25.9M | $29.6M | 3.30% | -450 | 2026-06-30 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 304.8K | $25.2M | $24.2M | 2.70% | +9.5K | 2026-06-30 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 421.0K | $24.8M | $24.1M | 2.68% | +38.0K | 2026-06-30 |
| 9 | SPYG | SPDR SERIES TRUST | 193.2K | $23.0M | $23.0M | 2.56% | +30.8K | 2026-06-30 |
| 10 | SPYV | SPDR SERIES TRUST | 351.5K | $21.4M | $22.0M | 2.45% | +48.1K | 2026-06-30 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 272.3K | $19.4M | $19.5M | 2.17% | +38.5K | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 49.2K | $18.3M | $24.4M | 2.72% | +1.3K | 2026-06-30 |
| 13 | IJK | ISHARES TR | 150.4K | $17.7M | $16.4M | 1.83% | -1,209 | 2026-06-30 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | 344.9K | $16.1M | $15.6M | 1.74% | +23.1K | 2026-06-30 |
| 15 | GOOGL | ALPHABET INC | 42.5K | $15.2M | $14.7M | 1.63% | +886 | 2026-06-30 |
| 16 | IJJ | ISHARES TR | 93.7K | $13.8M | $13.4M | 1.50% | -1,299 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 33.5K | $12.6M | $11.4M | 1.26% | +549 | 2026-06-30 |
| 18 | APA | APA CORPORATION | 329.8K | $10.7M | $15.6M | 1.74% | -57,323 | 2026-06-30 |
| 19 | MRK | MERCK & CO INC | 82.2K | $10.6M | $11.8M | 1.32% | -3,114 | 2026-06-30 |
| 20 | CVS | CVS HEALTH CORP | 101.2K | $10.5M | $9.6M | 1.06% | -4,850 | 2026-06-30 |
| 21 | GLD | SPDR GOLD TR | 28.2K | $10.4M | $11.1M | 1.24% | +20 | 2026-06-30 |
| 22 | MO | ALTRIA GROUP INC | 134.9K | $9.7M | $9.4M | 1.05% | -532 | 2026-06-30 |
| 23 | BMY | BRISTOL-MYERS SQUIBB CO | 164.4K | $9.5M | $10.5M | 1.17% | +788 | 2026-06-30 |
| 24 | TFC | TRUIST FINL CORP | 186.0K | $9.3M | $9.4M | 1.05% | -973 | 2026-06-30 |
| 25 | JNJ | JOHNSON & JOHNSON | 36.4K | $9.2M | $9.7M | 1.08% | -2,583 | 2026-06-30 |
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