1834 INVESTMENT ADVISORS CO
data from 30/09/2025
Capitalization
$ 814.870 M
3.17 %
Performance
$ 654.843 M
164 344.70 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | IVW | ISHARES TR | 5.36% | 43.693 M $ | 361933 | 2012/12/31 | 4.345 M $ | 9.65 % |
| 2025/09/30 | VGSH | VANGUARD SCOTTSDALE FDS | 5.13% | 41.824 M $ | 710683 | 2022/06/30 | 49.754 K $ | 0.12 % |
| 2025/09/30 | VCSH | VANGUARD SCOTTSDALE FDS | 3.83% | 31.241 M $ | 390860 | 2022/03/31 | 164.089 K $ | 0.54 % |
| 2025/09/30 | IVE | ISHARES TR | 3.77% | 30.687 M $ | 148596 | 2012/12/31 | 1.815 M $ | 5.68 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 3.24% | 26.362 M $ | 50896 | 2012/12/31 | 1.046 M $ | 4.13 % |
| 2025/09/30 | VCIT | VANGUARD SCOTTSDALE FDS | 3.22% | 26.222 M $ | 311761 | 2022/06/30 | 368.365 K $ | 1.44 % |
| 2025/09/30 | AAPL | APPLE INC | 3.09% | 25.151 M $ | 98774 | 2012/12/31 | 5.022 M $ | 24.11 % |
| 2025/09/30 | VGIT | VANGUARD SCOTTSDALE FDS | 2.76% | 22.511 M $ | 374989 | 2022/03/31 | 82.311 K $ | 0.37 % |
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 2.75% | 22.390 M $ | 36562 | 2017/12/31 | 1.593 M $ | 7.81 % |
| 2025/09/30 | SPYV | SPDR SERIES TRUST | 2.13% | 17.360 M $ | 313758 | 2022/06/30 | 903.862 K $ | 5.71 % |
| 2025/09/30 | IJK | ISHARES TR | 1.86% | 15.146 M $ | 157952 | 2012/12/31 | 816.086 K $ | 5.40 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 1.71% | 13.962 M $ | 233013 | 2022/06/30 | 592.327 K $ | 5.10 % |
| 2025/09/30 | IJJ | ISHARES TR | 1.66% | 13.516 M $ | 104196 | 2012/12/31 | 687.397 K $ | 4.97 % |
| 2025/09/30 | SPYG | SPDR SERIES TRUST | 1.59% | 12.935 M $ | 123764 | 2021/06/30 | 1.132 M $ | 9.64 % |
| 2025/09/30 | T | AT&T INC | 1.57% | 12.824 M $ | 454117 | 2012/12/31 | -339.227 K $ | -2.42 % |
| 2025/09/30 | VMBS | VANGUARD SCOTTSDALE FDS | 1.56% | 12.687 M $ | 270166 | 2022/06/30 | 157.171 K $ | 1.34 % |
| 2025/09/30 | AVGO | BROADCOM INC | 1.38% | 11.233 M $ | 34047 | 2019/09/30 | 1.887 M $ | 19.68 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 1.33% | 10.801 M $ | 44432 | 2016/12/31 | 2.995 M $ | 37.95 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 1.24% | 10.107 M $ | 28433 | 2015/09/30 | 1.469 M $ | 16.61 % |
| 2025/09/30 | VZ | VERIZON COMMUNICATIONS INC | 1.15% | 9.391 M $ | 213680 | 2012/12/31 | 145.810 K $ | 1.57 % |
| 2025/09/30 | CVS | CVS HEALTH CORP | 1.14% | 9.306 M $ | 123433 | 2015/12/31 | 773.956 K $ | 9.29 % |
| 2025/09/30 | MO | ALTRIA GROUP INC | 1.12% | 9.097 M $ | 137691 | 2012/12/31 | 1.002 M $ | 12.67 % |
| 2025/09/30 | TFC | TRUIST FINL CORP | 1.06% | 8.603 M $ | 188173 | 2021/12/31 | 513.575 K $ | 6.35 % |
| 2025/09/30 | KMI | KINDER MORGAN INC DEL | 1.03% | 8.426 M $ | 297643 | 2024/06/30 | -422.503 K $ | -3.71 % |
| 2025/09/30 | CTRA | COTERRA ENERGY INC | 1.03% | 8.358 M $ | 353411 | 2022/06/30 | -601.951 K $ | -6.82 % |
| 2025/09/30 | ALLY | ALLY FINL INC | 1.02% | 8.311 M $ | 212028 | 2023/03/31 | 59.525 K $ | 0.64 % |
| 2025/09/30 | APA | APA CORPORATION | 0.98% | 7.990 M $ | 329064 | 2024/06/30 | 1.685 M $ | 32.75 % |
| 2025/09/30 | PFE | PFIZER INC | 0.95% | 7.774 M $ | 305099 | 2012/12/31 | 369.228 K $ | 5.12 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.95% | 7.741 M $ | 41747 | 2012/12/31 | 1.393 M $ | 21.39 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.94% | 7.660 M $ | 24284 | 2012/12/31 | 620.620 K $ | 8.80 % |
| 2025/09/30 | BMY | BRISTOL-MYERS SQUIBB CO | 0.88% | 7.197 M $ | 159572 | 2012/12/31 | -187.421 K $ | -2.57 % |
| 2025/09/30 | DG | DOLLAR GEN CORP NEW | 0.85% | 6.921 M $ | 66963 | 2024/09/30 | -736.737 K $ | -9.64 % |
| 2025/09/30 | CNH INDL N V | 0.84% | 6.837 M $ | 630152 | 2024/09/30 | -1.293 M $ | -16.28 % | |
| 2025/09/30 | D | DOMINION ENERGY INC | 0.83% | 6.766 M $ | 110606 | 2017/12/31 | 518.163 K $ | 8.23 % |
| 2025/09/30 | VIRT | VIRTU FINL INC | 0.82% | 6.708 M $ | 188955 | 2022/06/30 | -1.963 M $ | -20.74 % |
| 2025/09/30 | CCI | CROWN CASTLE INC | 0.82% | 6.691 M $ | 69349 | 2019/06/30 | -432.226 K $ | -6.07 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.82% | 6.669 M $ | 79458 | 2012/12/31 | 368.215 K $ | 6.03 % |
| 2025/09/30 | FNF | FIDELITY NATIONAL FINANCIAL | 0.82% | 6.663 M $ | 110156 | 2023/03/31 | 471.573 K $ | 7.90 % |
| 2025/09/30 | WEC | WEC ENERGY GROUP INC | 0.81% | 6.590 M $ | 57511 | 2017/03/31 | 612.272 K $ | 9.97 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.78% | 6.363 M $ | 28981 | 2017/12/31 | 5.140 K $ | 0.08 % |
| 2025/09/30 | IVV | ISHARES TR | 0.72% | 5.888 M $ | 8798 | 2012/12/31 | 480.660 K $ | 7.80 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 0.71% | 5.775 M $ | 106581 | 2012/12/31 | 458.212 K $ | 9.54 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.70% | 5.725 M $ | 30684 | 2017/12/31 | 860.015 K $ | 18.10 % |
| 2025/09/30 | F | FORD MTR CO | 0.70% | 5.698 M $ | 476405 | 2021/03/31 | 438.446 K $ | 10.23 % |
| 2025/09/30 | C | CITIGROUP INC | 0.70% | 5.685 M $ | 56008 | 2018/03/31 | 1.479 M $ | 19.24 % |
| 2025/09/30 | LMT | LOCKHEED MARTIN CORP | 0.69% | 5.644 M $ | 11305 | 2012/12/31 | 441.568 K $ | 7.79 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.68% | 5.565 M $ | 33450 | 2017/12/31 | 237.317 K $ | 4.46 % |
| 2025/09/30 | BIL | SPDR SERIES TRUST | 0.67% | 5.468 M $ | 59598 | 2017/12/31 | 543.000 $ | 0.02 % |
| 2025/09/30 | KR | KROGER CO | 0.67% | 5.453 M $ | 80894 | 2024/03/31 | -548.821 K $ | -6.02 % |
| 2025/09/30 | HSY | HERSHEY CO | 0.66% | 5.384 M $ | 28785 | 2025/03/31 | 485.025 K $ | 12.71 % |
| 2025/09/30 | SDY | SPDR SERIES TRUST | 0.65% | 5.326 M $ | 38027 | 2012/12/31 | 153.528 K $ | 3.18 % |
| 2025/09/30 | CVX | CHEVRON CORP NEW | 0.61% | 4.983 M $ | 32089 | 2012/12/31 | 215.464 K $ | 8.45 % |
| 2025/09/30 | TXN | TEXAS INSTRS INC | 0.60% | 4.877 M $ | 26543 | 2021/12/31 | -501.785 K $ | -11.51 % |
| 2025/09/30 | WU | WESTERN UN CO | 0.54% | 4.416 M $ | 552660 | 2023/03/31 | -247.099 K $ | -5.11 % |
| 2025/09/30 | ES | EVERSOURCE ENERGY | 0.50% | 4.087 M $ | 57453 | 2025/06/30 | 277.420 K $ | 11.82 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.50% | 4.035 M $ | 58972 | 2012/12/31 | -100.784 K $ | -1.38 % |
| 2025/09/30 | PSA | PUBLIC STORAGE OPER CO | 0.48% | 3.939 M $ | 13636 | 2021/03/31 | -49.049 K $ | -1.56 % |
| 2025/09/30 | TROW | PRICE T ROWE GROUP INC | 0.47% | 3.836 M $ | 37375 | 2023/03/31 | 180.301 K $ | 6.36 % |
| 2025/09/30 | IJT | ISHARES TR | 0.46% | 3.778 M $ | 26698 | 2012/12/31 | 242.006 K $ | 6.36 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.45% | 3.668 M $ | 5506 | 2012/12/31 | 266.346 K $ | 7.82 % |
| 2025/09/30 | TGT | TARGET CORP | 0.45% | 3.665 M $ | 40854 | 2012/12/31 | -299.610 K $ | -9.07 % |
| 2025/09/30 | IJS | ISHARES TR | 0.44% | 3.574 M $ | 32313 | 2012/12/31 | 394.716 K $ | 11.16 % |
| 2025/09/30 | EFA | ISHARES TR | 0.43% | 3.538 M $ | 37893 | 2012/12/31 | 155.737 K $ | 4.45 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.42% | 3.415 M $ | 22224 | 2012/12/31 | -126.010 K $ | -3.56 % |
| 2025/09/30 | EL | LAUDER ESTEE COS INC | 0.41% | 3.317 M $ | 37643 | 2024/12/31 | 321.750 K $ | 9.06 % |
| 2025/09/30 | XLK | SELECT SECTOR SPDR TR | 0.41% | 3.310 M $ | 11744 | 2015/03/31 | 336.230 K $ | 11.31 % |
| 2025/09/30 | UNH | UNITEDHEALTH GROUP INC | 0.40% | 3.232 M $ | 9361 | 2017/06/30 | 328.167 K $ | 10.68 % |
| 2025/09/30 | TSN | TYSON FOODS INC | 0.39% | 3.206 M $ | 59036 | 2023/03/31 | -91.810 K $ | -2.93 % |
| 2025/09/30 | CAG | CONAGRA BRANDS INC | 0.36% | 2.954 M $ | 161346 | 2021/09/30 | -292.673 K $ | -10.55 % |
| 2025/09/30 | SCHA | SCHWAB STRATEGIC TR | 0.35% | 2.856 M $ | 102381 | 2024/09/30 | 245.647 K $ | 10.28 % |
| 2025/09/30 | SHYG | ISHARES TR | 0.34% | 2.734 M $ | 63149 | 2017/06/30 | 8.643 K $ | 0.37 % |
| 2025/09/30 | IWO | ISHARES TR | 0.33% | 2.673 M $ | 8353 | 2012/12/31 | 353.181 K $ | 11.96 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.32% | 2.628 M $ | 16202 | 2012/12/31 | -322.905 K $ | -10.94 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.31% | 2.507 M $ | 3414 | 2017/12/31 | -12.398 K $ | -0.50 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.30% | 2.481 M $ | 3251 | 2012/12/31 | -55.639 K $ | -2.12 % |
| 2025/09/30 | CUBE | CUBESMART | 0.30% | 2.445 M $ | 60125 | 2022/06/30 | -128.880 K $ | -4.33 % |
| 2025/09/30 | XOM | EXXON MOBIL CORP | 0.29% | 2.378 M $ | 21092 | 2012/12/31 | 105.331 K $ | 4.59 % |
| 2025/09/30 | BBY | BEST BUY INC | 0.29% | 2.349 M $ | 31062 | 2023/03/31 | 261.975 K $ | 12.65 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.29% | 2.327 M $ | 5742 | 2012/12/31 | 225.710 K $ | 10.51 % |
| 2025/09/30 | UNP | UNION PAC CORP | 0.26% | 2.130 M $ | 9012 | 2012/12/31 | 57.427 K $ | 2.73 % |
| 2025/09/30 | MDY | SPDR S&P MIDCAP 400 ETF TR | 0.26% | 2.105 M $ | 3531 | 2012/12/31 | 104.636 K $ | 5.22 % |
| 2025/09/30 | IWF | ISHARES TR | 0.25% | 2.074 M $ | 4429 | 2012/12/31 | 198.023 K $ | 10.32 % |
| 2025/09/30 | IWM | ISHARES TR | 0.25% | 2.015 M $ | 8328 | 2012/12/31 | 218.100 K $ | 12.13 % |
| 2025/09/30 | WTM | WHITE MTNS INS GROUP LTD | 0.24% | 1.966 M $ | 1176 | 2017/12/31 | -146.059 K $ | -6.91 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.23% | 1.853 M $ | 6590 | 2023/03/31 | 431.382 K $ | 28.64 % |
| 2025/09/30 | DOW | DOW INC | 0.22% | 1.822 M $ | 79445 | 2019/06/30 | -293.524 K $ | -13.41 % |
| 2025/09/30 | IJH | ISHARES TR | 0.22% | 1.809 M $ | 27727 | 2012/12/31 | 126.000 K $ | 5.22 % |
| 2025/09/30 | V | VISA INC | 0.22% | 1.807 M $ | 5293 | 2017/12/31 | -74.911 K $ | -3.85 % |
| 2025/09/30 | KLAC | KLA CORP | 0.20% | 1.657 M $ | 1536 | 2023/03/31 | 279.227 K $ | 20.41 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.19% | 1.529 M $ | 16723 | 2016/12/31 | 39.466 K $ | 2.65 % |
| 2025/09/30 | WFC | WELLS FARGO CO NEW | 0.19% | 1.522 M $ | 18162 | 2023/03/31 | 66.696 K $ | 4.62 % |
| 2025/09/30 | WSM | WILLIAMS SONOMA INC | 0.18% | 1.429 M $ | 7309 | 2023/03/31 | 256.447 K $ | 19.64 % |
| 2025/09/30 | VOE | VANGUARD INDEX FDS | 0.17% | 1.381 M $ | 7910 | 2017/12/31 | 80.494 K $ | 6.15 % |
| 2025/09/30 | PSTG | PURE STORAGE INC | 0.17% | 1.379 M $ | 16450 | 2023/03/31 | 431.483 K $ | 45.55 % |
| 2025/09/30 | VBR | VANGUARD INDEX FDS | 0.17% | 1.370 M $ | 6565 | 2017/12/31 | 96.420 K $ | 7.03 % |
| 2025/09/30 | VOT | VANGUARD INDEX FDS | 0.16% | 1.344 M $ | 4574 | 2023/03/31 | 41.642 K $ | 3.31 % |
| 2025/09/30 | OEF | ISHARES TR | 0.16% | 1.341 M $ | 4028 | 2025/03/31 | 74.387 K $ | 9.36 % |
| 2025/09/30 | O | REALTY INCOME CORP | 0.16% | 1.294 M $ | 21279 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BK | BANK NEW YORK MELLON CORP | 0.16% | 1.291 M $ | 11844 | 2012/12/31 | 211.415 K $ | 19.59 % |
| 2025/09/30 | COST | COSTCO WHSL CORP NEW | 0.16% | 1.268 M $ | 1370 | 2023/03/31 | -87.783 K $ | -6.50 % |