1834 INVESTMENT ADVISORS CO

CIK 0001138486 • 7 13F filings • May 9, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $776.5M206 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$901K	0.1%	6,134 SH
ABBOTT LABS	COM	$960K	0.1%	7,240 SH
ABBVIE INC	COM	$1.2M	0.1%	5,489 SH
ADOBE INC	COM	$827K	0.1%	2,157 SH
ADVANCED MICRO DEVICES INC	COM	$555K	0.1%	5,398 SH
AIR PRODS & CHEMS INC	COM	$535K	0.1%	1,815 SH
ALBEMARLE CORP	COM	$428K	0.1%	5,938 SH
ALLY FINL INC	COM	$9.4M	1.2%	258,189 SH
ALPHABET INC	CAP STK CL A	$7.0M	0.9%	45,136 SH
ALPHABET INC	CAP STK CL C	$350K	0.0%	2,240 SH
ALTRIA GROUP INC	COM	$8.4M	1.1%	139,237 SH
AMAZON COM INC	COM	$5.4M	0.7%	28,289 SH
AMERICAN ELEC PWR CO INC	COM	$846K	0.1%	7,744 SH
APA CORPORATION	COM	$5.9M	0.8%	280,285 SH
APPLE INC	COM	$23.0M	3.0%	103,458 SH
ASML HOLDING N V	N Y REGISTRY SHS	$442K	0.1%	667 SH
AT&T INC	COM	$14.9M	1.9%	525,299 SH
AUTOMATIC DATA PROCESSING IN	COM	$336K	0.0%	1,100 SH
BANCO SANTANDER S.A.	ADR	$229K	0.0%	34,203 SH
BANK AMERICA CORP	COM	$403K	0.1%	9,669 SH
BANK NEW YORK MELLON CORP	COM	$993K	0.1%	11,844 SH
BATH & BODY WORKS INC	COM	$507K	0.1%	16,736 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.1%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$511K	0.1%	960 SH
BEST BUY INC	COM	$2.3M	0.3%	31,153 SH
BLACKROCK INC	COM	$640K	0.1%	676 SH
BOSTON SCIENTIFIC CORP	COM	$660K	0.1%	6,545 SH
BRISTOL-MYERS SQUIBB CO	COM	$9.7M	1.2%	158,790 SH
BROADCOM INC	COM	$5.9M	0.8%	35,106 SH
CAPITAL ONE FINL CORP	COM	$1.1M	0.1%	5,917 SH
CARMAX INC	COM	$531K	0.1%	6,812 SH
CARNIVAL CORP	UNIT 99/99/9999	$461K	0.1%	23,592 SH
CATERPILLAR INC	COM	$297K	0.0%	900 SH
CBOE GLOBAL MKTS INC	COM	$729K	0.1%	3,220 SH
CHEVRON CORP NEW	COM	$3.3M	0.4%	19,895 SH
CISCO SYS INC	COM	$6.6M	0.8%	106,580 SH
CITIGROUP INC	COM NEW	$6.5M	0.8%	91,770 SH
CNH INDL N V	SHS	$7.5M	1.0%	608,578 SH
COMERICA INC	COM	$4.2M	0.5%	70,856 SH
CONAGRA BRANDS INC	COM	$3.7M	0.5%	138,453 SH
CONOCOPHILLIPS	COM	$815K	0.1%	7,763 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.2%	1,413 SH
COTERRA ENERGY INC	COM	$9.7M	1.2%	334,463 SH
CROWN CASTLE INC	COM	$7.2M	0.9%	69,539 SH
CUBESMART	COM	$3.2M	0.4%	74,010 SH
CVS HEALTH CORP	COM	$8.2M	1.1%	121,439 SH
DANAHER CORPORATION	COM	$342K	0.0%	1,666 SH
DEERE & CO	COM	$214K	0.0%	455 SH
DOLLAR GEN CORP NEW	COM	$5.8M	0.8%	66,517 SH
DOMINION ENERGY INC	COM	$6.3M	0.8%	111,889 SH
DOW INC	COM	$3.0M	0.4%	86,630 SH
DUKE ENERGY CORP NEW	COM NEW	$207K	0.0%	1,700 SH
EDWARDS LIFESCIENCES CORP	COM	$733K	0.1%	10,107 SH
ELI LILLY & CO	COM	$2.8M	0.4%	3,366 SH
EMERSON ELEC CO	COM	$435K	0.1%	3,970 SH
EOG RES INC	COM	$330K	0.0%	2,576 SH
EQUIFAX INC	COM	$924K	0.1%	3,793 SH
EXXON MOBIL CORP	COM	$2.6M	0.3%	21,727 SH
FIDELITY NATIONAL FINANCIAL	FNF GROUP COM	$7.0M	0.9%	108,058 SH
FIRST AMERN FINL CORP	COM	$1.7M	0.2%	25,182 SH
FIRST BUSINESS FINL SVCS INC	COM	$312K	0.0%	6,617 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$566K	0.1%	32,197 SH
FISERV INC	COM	$329K	0.0%	1,489 SH
FORD MTR CO	COM	$3.7M	0.5%	365,523 SH
FORTINET INC	COM	$1.2M	0.1%	11,979 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$755K	0.1%	20,490 SH
GE AEROSPACE	COM NEW	$468K	0.1%	2,337 SH
GLOBAL PMTS INC	COM	$284K	0.0%	2,897 SH
HERSHEY CO	COM	$327K	0.0%	1,911 SH
HESS CORP	COM	$811K	0.1%	5,080 SH
HOME DEPOT INC	COM	$2.1M	0.3%	5,855 SH
HONEYWELL INTL INC	COM	$951K	0.1%	4,491 SH
HUNTINGTON INGALLS INDS INC	COM	$506K	0.1%	2,478 SH
INTEL CORP	COM	$378K	0.0%	16,629 SH
INTERNATIONAL PAPER CO	COM	$614K	0.1%	11,500 SH
INTUITIVE SURGICAL INC	COM NEW	$808K	0.1%	1,632 SH
INVESCO EXCH TRADED FD TR II	VAR RATE PFD	$451K	0.1%	18,606 SH
INVESCO QQQ TR	UNIT SER 1	$288K	0.0%	615 SH
ISHARES INC	MSCI EMRG CHN	$241K	0.0%	4,372 SH
ISHARES TR	0-5YR HI YL CP	$2.1M	0.3%	49,297 SH
ISHARES TR	1 3 YR TREAS BD	$266K	0.0%	3,213 SH
ISHARES TR	CORE S&P MCP ETF	$2.3M	0.3%	38,955 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.2%	11,211 SH
ISHARES TR	CORE S&P TTL STK	$633K	0.1%	5,191 SH
ISHARES TR	CORE S&P500 ETF	$5.7M	0.7%	10,120 SH
ISHARES TR	CRE U S REIT ETF	$857K	0.1%	14,878 SH
ISHARES TR	GLOBAL ENERG ETF	$333K	0.0%	7,918 SH
ISHARES TR	ISHS 1-5YR INVS	$522K	0.1%	9,973 SH
ISHARES TR	MSCI EAFE ETF	$3.2M	0.4%	39,123 SH
ISHARES TR	MSCI EMG MKT ETF	$223K	0.0%	5,100 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.2%	4,619 SH
ISHARES TR	RUS 1000 VAL ETF	$900K	0.1%	4,785 SH
ISHARES TR	RUS 2000 GRW ETF	$2.9M	0.4%	11,418 SH
ISHARES TR	RUS 2000 VAL ETF	$226K	0.0%	1,495 SH
ISHARES TR	RUS MID CAP ETF	$258K	0.0%	3,028 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.2%	8,395 SH
ISHARES TR	S&P 100 ETF	$652K	0.1%	2,406 SH
ISHARES TR	S&P 500 GRWT ETF	$40.9M	5.3%	440,540 SH
ISHARES TR	S&P 500 VAL ETF	$32.8M	4.2%	172,333 SH
ISHARES TR	S&P MC 400GR ETF	$14.5M	1.9%	174,179 SH
ISHARES TR	S&P MC 400VL ETF	$14.4M	1.8%	119,904 SH
ISHARES TR	S&P SML 600 GWT	$3.7M	0.5%	29,360 SH
ISHARES TR	SHORT TREAS BD	$913K	0.1%	8,263 SH
ISHARES TR	SHRT NAT MUN ETF	$333K	0.0%	3,157 SH
ISHARES TR	SP SMCP600VL ETF	$3.6M	0.5%	37,093 SH
JOHNSON & JOHNSON	COM	$7.2M	0.9%	43,482 SH
JPMORGAN CHASE & CO.	COM	$6.0M	0.8%	24,440 SH
KINDER MORGAN INC DEL	COM	$12.2M	1.6%	427,696 SH
KLA CORP	COM NEW	$1.1M	0.1%	1,552 SH
KRAFT HEINZ CO	COM	$728K	0.1%	23,919 SH
KROGER CO	COM	$9.3M	1.2%	137,236 SH
LAUDER ESTEE COS INC	CL A	$2.7M	0.3%	40,469 SH
LENNAR CORP	CL A	$227K	0.0%	1,975 SH
LOCKHEED MARTIN CORP	COM	$5.6M	0.7%	12,604 SH
LOWES COS INC	COM	$278K	0.0%	1,193 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$1.1M	0.1%	15,040 SH
MERCK & CO INC	COM	$6.3M	0.8%	70,106 SH
META PLATFORMS INC	CL A	$1.9M	0.2%	3,281 SH
MICRON TECHNOLOGY INC	COM	$284K	0.0%	3,273 SH
MICROSOFT CORP	COM	$20.7M	2.7%	55,186 SH
MONDELEZ INTL INC	CL A	$975K	0.1%	14,371 SH
MORGAN STANLEY	COM NEW	$268K	0.0%	2,295 SH
MOSAIC CO NEW	COM	$497K	0.1%	18,399 SH
NISOURCE INC	COM	$922K	0.1%	23,010 SH
NORTHROP GRUMMAN CORP	COM	$288K	0.0%	563 SH
NVIDIA CORPORATION	COM	$3.2M	0.4%	29,232 SH
ORACLE CORP	COM	$963K	0.1%	6,890 SH
PALANTIR TECHNOLOGIES INC	CL A	$215K	0.0%	2,543 SH
PALO ALTO NETWORKS INC	COM	$733K	0.1%	4,295 SH
PAYPAL HLDGS INC	COM	$373K	0.0%	5,709 SH
PEPSICO INC	COM	$894K	0.1%	5,961 SH
PFIZER INC	COM	$7.0M	0.9%	274,405 SH
PHILIP MORRIS INTL INC	COM	$2.6M	0.3%	16,659 SH
PINTEREST INC	CL A	$754K	0.1%	24,334 SH
PRICE T ROWE GROUP INC	COM	$2.5M	0.3%	27,702 SH
PROCTER AND GAMBLE CO	COM	$3.8M	0.5%	22,356 SH
PUBLIC STORAGE OPER CO	COM	$3.6M	0.5%	12,012 SH
PURE STORAGE INC	CL A	$753K	0.1%	17,000 SH
QUALCOMM INC	COM	$4.8M	0.6%	31,293 SH
ROYALTY PHARMA PLC	SHS CLASS A	$296K	0.0%	9,500 SH
RTX CORPORATION	COM	$364K	0.0%	2,750 SH
SALESFORCE INC	COM	$836K	0.1%	3,115 SH
SCHLUMBERGER LTD	COM STK	$463K	0.1%	11,078 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.2M	0.3%	94,434 SH
SELECT SECTOR SPDR TR	ENERGY	$489K	0.1%	5,237 SH
SELECT SECTOR SPDR TR	FINANCIAL	$609K	0.1%	12,227 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$1.6M	0.2%	11,000 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$231K	0.0%	2,926 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$2.4M	0.3%	11,744 SH
SHERWIN WILLIAMS CO	COM	$1.0M	0.1%	3,000 SH
SOUTHERN CO	COM	$1.1M	0.1%	12,183 SH
SPDR GOLD TR	GOLD SHS	$8.9M	1.1%	30,885 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	0.5%	7,611 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.9M	0.2%	3,541 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$2.3M	0.3%	24,801 SH
SPDR SER TR	NUVEEN BLMBRG SH	$895K	0.1%	18,796 SH
SPDR SER TR	PORTFOLIO INTRMD	$345K	0.0%	10,373 SH
SPDR SER TR	PRTFLO S&P500 GW	$9.3M	1.2%	116,325 SH
SPDR SER TR	PRTFLO S&P500 VL	$15.7M	2.0%	306,531 SH
SPDR SER TR	S&P DIVID ETF	$5.9M	0.8%	43,127 SH
STEEL DYNAMICS INC	COM	$519K	0.1%	4,148 SH
STRYKER CORPORATION	COM	$838K	0.1%	2,250 SH
SYSCO CORP	COM	$946K	0.1%	12,600 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$502K	0.1%	3,024 SH
TARGET CORP	COM	$2.7M	0.3%	25,931 SH
TEXAS INSTRS INC	COM	$3.6M	0.5%	19,817 SH
THERMO FISHER SCIENTIFIC INC	COM	$815K	0.1%	1,637 SH
TRUIST FINL CORP	COM	$7.7M	1.0%	188,197 SH
TYSON FOODS INC	CL A	$3.4M	0.4%	52,520 SH
UNION PAC CORP	COM	$2.2M	0.3%	9,128 SH
UNITED AIRLS HLDGS INC	COM	$303K	0.0%	4,382 SH
UNITEDHEALTH GROUP INC	COM	$5.3M	0.7%	10,158 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$608K	0.1%	13,349 SH
VANECK ETF TRUST	PREFERRED SECURT	$268K	0.0%	16,018 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$1.2M	0.2%	12,530 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$298K	0.0%	3,085 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.1M	0.1%	4,449 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.3M	0.2%	7,978 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.5M	0.2%	16,723 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.0M	2.4%	36,882 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.3M	0.2%	7,236 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	0.2%	4,980 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$416K	0.1%	1,513 SH
VANGUARD INDEX FDS	VALUE ETF	$221K	0.0%	1,278 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.4M	0.6%	98,029 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.1%	23,210 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$26.8M	3.5%	328,060 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$23.5M	3.0%	395,902 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$11.5M	1.5%	249,113 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$43.2M	5.6%	735,984 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$31.6M	4.1%	400,115 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$554K	0.1%	6,873 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.3M	1.3%	203,479 SH
VANGUARD WORLD FD	INF TECH ETF	$417K	0.1%	768 SH
VEEVA SYS INC	CL A COM	$616K	0.1%	2,658 SH
VENTAS INC	COM	$996K	0.1%	14,481 SH
VERIZON COMMUNICATIONS INC	COM	$9.9M	1.3%	218,784 SH
VIRTU FINL INC	CL A	$8.7M	1.1%	229,350 SH
VISA INC	COM CL A	$1.9M	0.2%	5,471 SH
WALMART INC	COM	$582K	0.1%	6,626 SH
WARNER BROS DISCOVERY INC	COM SER A	$344K	0.0%	32,033 SH
WEC ENERGY GROUP INC	COM	$6.6M	0.9%	60,678 SH
WELLS FARGO CO NEW	COM	$1.3M	0.2%	17,795 SH
WESTERN UN CO	COM	$6.1M	0.8%	571,876 SH
WHITE MTNS INS GROUP LTD	COM	$2.3M	0.3%	1,176 SH
WILLIAMS SONOMA INC	COM	$1.4M	0.2%	8,617 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001172661-26-004580	—	View
Jan 29, 2026	Q4 2025	13F-HR	0001172661-26-000390	$797.1M	View
Oct 31, 2025	Q3 2025