1834 INVESTMENT ADVISORS CO
Q2 2025 13F Holdings
- Locationmilwaukee, WI
- Num holdings
205
- Value ($000)
$789,820
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $45.04M | 6 % | 409,110 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $41.78M | 5 % | 710,783 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $31.97M | 4 % | 163,617 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $30.34M | 4 % | 381,603 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $25.67M | 3 % | 309,551 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.33M | 3 % | 50,931 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $22.38M | 3 % | 374,141 | ||
AAPL APPLE INC | COM | 037833100 | $20.83M | 3 % | 101,541 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $20.40M | 3 % | 35,914 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $15.82M | 2 % | 302,295 |
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