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13F-HR filed by 1834 INVESTMENT ADVISORS CO

1834 INVESTMENT ADVISORS CO filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-16, with 205 holding rows worth $789,820,342.

Accession
0001172661-25-002618
Filed
2025-07-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 205 entries on the cover page, a total value of $789,820,342 stated on the cover page (in dollars after the unit check, H1), rows summing to $789,820,342 with VALUE read as dollars as filed, 13F file number 028-06523. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares S&P 500 Growth ETF464287309SHS409,110$45,042,993dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS710,783$41,779,838dollars as filed
iShares S&P 500 Value ETF464287408SHS163,617$31,973,979dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM381,603$30,337,439dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS309,551$25,667,930dollars as filed
Microsoft Corp594918104COM50,931$25,333,743dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS374,141$22,377,375dollars as filed
Apple Inc037833100COM101,541$20,833,262dollars as filed
Vanguard S&P 500 ETF922908363COM35,914$20,400,686dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL302,295$15,822,122dollars as filed
ISHARES TR464287606S&P MC 400GR ETF166,209$15,121,709dollars as filed
AT&T Inc00206R102COM484,610$14,024,625dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS111,954$13,835,220dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS253,503$11,747,318dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS123,141$11,737,833dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS203,549$11,604,329dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock387,618$11,395,970dollars as filed
Broadcom Inc.11135F101COM34,773$9,585,248dollars as filed
VIRTU FINL INC928254101CL A211,319$9,464,970dollars as filed
Verizon Communications Inc92343V104COM214,427$9,278,254dollars as filed
ALLY FINL INC COM02005N100Stock238,103$9,274,112dollars as filed
KROGER CO COM501044101Stock127,042$9,112,728dollars as filed
SPDR GOLD TR78463V107GOLD SHS29,012$8,843,872dollars as filed
COTERRA ENERGY INC COM127097103Stock347,949$8,830,949dollars as filed
CVS Health Corporation126650100COM120,742$8,328,817dollars as filed
TRUIST FINL CORP COM89832Q109Stock188,123$8,087,408dollars as filed
CNH INDL N V SHSN20944109Stock612,614$7,939,478dollars as filed
Altria Group Inc02209S103COM134,801$7,904,227dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM44,781$7,891,690dollars as filed
Citigroup Inc.172967424COM90,292$7,685,656dollars as filed
DOLLAR GEN CORP COM256677105Stock66,794$7,639,898dollars as filed
Bristol-Myers Squibb Company110122108COM157,497$7,290,537dollars as filed
Cisco Systems,Inc.17275R102COM104,984$7,283,756dollars as filed
Pfizer Inc.717081103COM297,765$7,217,817dollars as filed
CROWN CASTLE INC COM22822V101REIT69,267$7,115,770dollars as filed
JPMorgan Chase & Co46625H100COM24,319$7,050,320dollars as filed
Johnson & Johnson478160104COM42,641$6,513,486dollars as filed
DOMINION ENERGY INC COM25746U109Stock111,433$6,298,175dollars as filed
Amazon.com, Inc023135106COM28,561$6,265,998dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS9,931$6,165,952dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock58,929$6,140,374dollars as filed
Merck & Co.,Inc.58933Y105COM77,194$6,111,149dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM106,450$5,967,587dollars as filed
Lockheed Martin Corporation539830109COM12,242$5,669,557dollars as filed
Qualcomm Incorporated747525103COM33,425$5,323,321dollars as filed
APA CORPORATION COM03743Q108Stock281,341$5,145,734dollars as filed
WESTERN UN CO COM959802109Stock574,651$4,838,562dollars as filed
SPDR S&P Dividend ETF78464A763SHS35,539$4,823,678dollars as filed
VWO922042858SHS97,079$4,801,523dollars as filed
NVIDIA Corp67066G104COM30,081$4,752,498dollars as filed
Texas Instruments Incorporated882508104COM21,004$4,360,797dollars as filed
FORD MTR CO COM345370860Stock394,997$4,285,718dollars as filed
HERSHEY CO COM427866108Stock22,987$3,814,737dollars as filed
ISHARES TR464287887S&P SML 600 GWT28,606$3,805,745dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock43,955$3,551,564dollars as filed
Procter & Gamble Co742718109COM22,224$3,540,728dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS35,560$3,537,842dollars as filed
ISHARES TR464287465MSCI EAFE ETF39,130$3,497,831dollars as filed
SPY78462F103SHS5,511$3,405,245dollars as filed
TARGET CORP COM87612E106Stock33,476$3,302,436dollars as filed
PUBLIC STORAGE COM74460D109REIT10,733$3,149,148dollars as filed
TYSON FOODS INC CL A902494103Stock55,982$3,131,634dollars as filed
UnitedHealth Group Inc91324P102COM9,846$3,071,667dollars as filed
CUBESMART COM229663109REIT70,044$2,976,870dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS11,744$2,973,975dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF10,333$2,953,792dollars as filed
Philip Morris International Inc.718172109COM16,202$2,950,871dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock29,365$2,833,723dollars as filed
CONAGRA FOODS INC205887102COM135,497$2,773,624dollars as filed
Eli Lilly and Company532457108COM3,366$2,624,148dollars as filed
Chevron Corporation166764100COM17,807$2,549,802dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS27,188$2,493,988dollars as filed
META PLATFORMS INC CL A30303M102COM3,342$2,466,697dollars as filed
IJH464287507COM38,889$2,411,896dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS94,480$2,390,344dollars as filed
EVERSOURCE ENERGY COM30040W108Stock36,891$2,347,006dollars as filed
iShares 0-5 Year High Yield Corporate Bond ETF46434V407COM54,022$2,330,510dollars as filed
EXXON MOBIL CORP30231G102COM21,279$2,293,875dollars as filed
DOW HLDGS INC COM260557103Stock82,683$2,189,446dollars as filed
Home Depot, Inc437076102COM5,855$2,146,678dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM1,176$2,112,227dollars as filed
Union Pacific Corporation907818108COM9,130$2,100,554dollars as filed
BEST BUY INC COM086516101Stock30,857$2,071,431dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS3,541$2,005,906dollars as filed
Visa Inc92826C839COM5,480$1,945,674dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK4,518$1,918,140dollars as filed
iShares Russell 2000 ETF464287655SHS8,334$1,798,453dollars as filed
FIRST AMERN FINL CORP31847R102COM24,659$1,513,817dollars as filed
Oracle Corporation68389X105COM6,890$1,506,361dollars as filed
Vanguard Real Estate922908553SHS16,723$1,489,351dollars as filed
Wells Fargo & Company949746101COM18,026$1,444,244dollars as filed
Vanguard Small-Cap Value ETF922908611SHS7,038$1,372,503dollars as filed
KLA CORP482480100COM1,527$1,367,795dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS10,088$1,359,762dollars as filed
Costco Wholesale Corporation22160K105COM1,365$1,351,269dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS4,770$1,321,007dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF26,688$1,308,513dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS7,954$1,308,115dollars as filed
WILLIAMS SONOMA INC COM969904101Stock7,994$1,305,980dollars as filed
FORTINET INC COM34959E109Stock12,332$1,303,740dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS12,347$1,296,148dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS4,430$1,259,848dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS11,240$1,228,420dollars as filed
CAPITAL ONE FINL CORP14040H105COM5,772$1,228,051dollars as filed
Southern Company842587107COM11,853$1,088,461dollars as filed
BANK OF NY MELLON CORP COM064058100Stock11,844$1,079,107dollars as filed
Honeywell Technologies438516106COM4,491$1,045,865dollars as filed
SHERWIN WILLIAMS CO824348106COM3,000$1,030,080dollars as filed
AbbVie,Inc.00287Y109COM5,489$1,018,869dollars as filed
EQUIFAX INC COM294429105Stock3,777$979,641dollars as filed
Abbott Laboratories002824100COM7,198$979,000dollars as filed
Mondelez International,Inc. Class A609207105COM14,371$969,181dollars as filed
SYSCOCORP871829107COM12,600$954,324dollars as filed
NISOURCE INC COM65473P105Stock23,565$950,613dollars as filed
EVERPURE INC CL A74624M102Stock16,450$947,191dollars as filed
VENTAS INC COM92276F100REIT14,815$935,568dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF4,786$929,611dollars as filed
Stryker Corporation863667101COM2,250$890,168dollars as filed
3M CO COM88579Y101Stock5,843$889,539dollars as filed
PINTEREST INC CL A72352L106Stock24,560$880,722dollars as filed
PALO ALTO NETWORKS INC697435105COM4,295$878,929dollars as filed
FRANKLIN TEMPLETON ETF TR35473P769FRANKLIN INDIA21,844$870,056dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock14,828$857,949dollars as filed
Salesforce.com, Inc79466L302COM3,122$851,339dollars as filed
ISHARES TR464288521CRE U S REIT ETF14,878$841,500dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock10,652$833,093dollars as filed
Adobe Inc00724F101COM2,144$829,471dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock7,780$807,253dollars as filed
ISHARES TR464287101S&P 100 ETF2,611$794,658dollars as filed
Intuitive Surgical,Inc.46120E602COM1,457$791,749dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,714$781,578dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,382$765,990dollars as filed
PepsiCo,Inc.713448108COM5,716$754,741dollars as filed
Advanced Micro Devices,Inc.007903107COM5,318$754,625dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS5,467$738,264dollars as filed
KRAFT HEINZ CO COM500754106Stock28,322$731,275dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$728,800dollars as filed
SPDR SERIES TRUST78468R739ST NUVE TERM ETF15,001$717,498dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock3,070$715,955dollars as filed
BlackRock,Inc.09290D101COM676$709,293dollars as filed
ConocoPhillips20825C104COM7,898$708,767dollars as filed
HESS CORP42809H107COM5,080$703,784dollars as filed
Boston Scientific Corporation101137107COM6,545$702,999dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock23,964$673,868dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,653$670,244dollars as filed
MOSAIC CO COM61945C103Stock18,305$667,767dollars as filed
iShares Short Treasury Bond ETF464288679SHS5,880$649,270dollars as filed
Walmart Inc.931142103COM6,626$647,891dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS12,227$640,328dollars as filed
HUNTINGTON INGALLS INDS INC COM446413106Stock2,496$602,685dollars as filed
General Electric Company369604301COM2,337$601,521dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK6,873$599,464dollars as filed
FIRST TR EXCH TRADED FD III33739E108PFD SECS INC ETF32,197$573,107dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK713$571,392dollars as filed
MOLSON COORS BEVERAGE CO CL B60871R209Stock11,831$568,953dollars as filed
INTERNATIONAL PAPER CO COM460146103Stock11,500$538,545dollars as filed
STEEL DYNAMICS INC COM858119100Stock4,148$530,986dollars as filed
EMERSON ELEC CO COM291011104Stock3,970$529,321dollars as filed
PAYPALHLDGSINC70450Y103STOK6,976$518,457dollars as filed
AIR PRODS & CHEMS INC009158106COM1,815$511,939dollars as filed
BATH & BODY WORKS INC COM070830104Stock17,023$510,010dollars as filed
VGT92204A702SHS768$509,405dollars as filed
VANECK ETF TRUST92189H201INTRMDT MUNI ETF11,148$506,900dollars as filed
SPDR SERIES TRUST78464A375ST INTER BD ETF14,056$472,001dollars as filed
CARMAX INC COM143130102Stock6,959$467,715dollars as filed
Berkshire Hathaway Inc084670702COM960$466,340dollars as filed
VTI922908769COM1,513$459,847dollars as filed
Bank of America Corp060505104COM9,669$457,538dollars as filed
INVESCO EXCH TRADED FD TR II46138G870VAR RATE PFD18,625$455,382dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF7,975$420,761dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS4,944$419,301dollars as filed
Raytheon Technologies Corporation75513E101COM2,750$401,555dollars as filed
Schlumberger Limited806857108COM11,809$399,145dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,240$397,354dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF3,710$394,522dollars as filed
Danaher Corporation235851102COM1,982$391,525dollars as filed
ALBEMARLE CORP012653101COM6,075$380,721dollars as filed
Intel Corp458140100COM16,894$378,426dollars as filed
WARNER BROS DISCOVERY INC COM SER A934423104Stock32,109$367,970dollars as filed
Caterpillar Inc.149123101COM900$349,389dollars as filed
ROYALTY PHARMA PLCG7709Q104SHS CLASS A9,500$342,285dollars as filed
Automatic Data Processing,Inc.053015103COM1,100$339,240dollars as filed
FIRST BUSINESS FINANCIAL SER319390100COMMON STOCK6,656$337,218dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF3,290$333,047dollars as filed
UNITED AIRLS HLDGS INC COM910047109Stock4,140$329,669dollars as filed
Morgan Stanley617446448COM2,295$323,274dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,274$309,992dollars as filed
GE Vernova Inc.36828A101COM577$305,320dollars as filed
EOG RES INC COM26875P101Stock2,533$302,973dollars as filed
ISHARES TR464287457COM3,465$287,110dollars as filed
BANCO SANTANDER SA ADR05964H105ADR34,203$283,885dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock563$281,239dollars as filed
ISHARES TR464287341GLOBAL ENERG ETF7,109$279,313dollars as filed
iShares Russell Midcap ETF464287499SHS3,028$278,486dollars as filed
VANECK ETF TRUST92189F429PREFERRED SECURT16,018$274,229dollars as filed
Lowes Companies,Inc.548661107COM1,193$264,691dollars as filed
FISERV INC337738108COM1,489$256,719dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF5,100$246,024dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,495$235,852dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS2,852$232,895dollars as filed
Deere & Company244199105COM455$231,363dollars as filed
Vanguard Value ETF922908744SHS1,278$225,874dollars as filed
INVESCO QQQ TR46090E103COM390$215,140dollars as filed
LENNAR CORP CL A526057104Stock1,860$205,735dollars as filed
Duke Energy Corporation26441C204COM1,700$200,600dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-002618this filing2025-07-16acceptance time not in the bulk data set