1834 Investment Advisors
Milwaukee, WIfiles as 1834 INVESTMENT ADVISORS CO
$883m in 211 US stocks at the end of 30 June 2026. The top 10 are 33.7% of the money. It changed about 9.5% of the portfolio this quarter.
Value
$883m
Stocks
211
Top 10 share
33.7%
Turnover
9.5%
What changed this quarter
New
Bought for the first time this quarter.
- Devon EnergyDVN1.0% of the fund
- ComcastCMCSA0.5% of the fund
- Portland General ElectricPOR0.3% of the fund
- Host Hotels & ResortsHST0.2% of the fund
- WatscoWSO0.2% of the fund
- CarnivalCCL<0.1% of the fund
- McCormickMKC<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- AccentureACN<0.1% of the fund
- Pinnacle Financial PartnersPNFP<0.1% of the fund
- ZscalerZS<0.1% of the fund
- Vanguard Index FDSVTV<0.1% of the fund
- CSXCSX<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSVCSH4.1% of the fund+6%
- Vanguard Index FDSVOO3.4% of the fund+16%
- Vanguard Scottsdale FDSVCIT2.9% of the fund+3%
- Vanguard Scottsdale FDSVGIT2.8% of the fund+10%
- Spdr Series TrustSPYG2.6% of the fund+19%
- Spdr Series TrustSPYV2.4% of the fund+16%
- Vanguard Tax-Managed FDSVEA2.2% of the fund+16%
- MicrosoftMSFT2.1% of the fund+3%
- Vanguard Scottsdale FDSVMBS1.8% of the fund+7%
- AlphabetGOOGL1.7% of the fund+2%
- Vanguard Intl Equity Index FVWO0.9% of the fund+15%
- Edison InternationalEIX0.8% of the fund+5%
- Eversource EnergyES0.7% of the fund+17%
- NvidiaNVDA0.7% of the fund+6%
- US BancorpUSB0.7% of the fund+9%
- Public StoragePSA0.6% of the fund+3%
- Spdr Series TrustSDY0.6% of the fund+3%
- Bath & Body WorksBBWI0.5% of the fund+937%
- Price T Rowe GroupTROW0.5% of the fund+3%
- Healthpeak PropertiesDOC0.5% of the fund+8%
- Schwab Strategic TRSCHA0.5% of the fund+19%
- PaccarPCAR0.4% of the fund+12%
- Western UnionWU0.4% of the fund+6%
- Realty IncomeO0.4% of the fund+13%
- Conagra BrandsCAG0.4% of the fund+2%
Cut
Sold some of their stake.
- Vanguard Scottsdale FDSVGSH4.4% of the fund-3%
- Ishares TRIVE3.2% of the fund-7%
- APAAPA1.2% of the fund-15%
- MerckMRK1.2% of the fund-4%
- CVS HealthCVS1.2% of the fund-5%
- Johnson & JohnsonJNJ1.0% of the fund-7%
- JPMorgan ChaseJPM0.8% of the fund-3%
- Verizon CommunicationsVZ0.8% of the fund-11%
- AT&TT0.7% of the fund-10%
- Texas InstrumentsTXN0.7% of the fund-17%
- Kinder MorganKMI0.7% of the fund-6%
- Ford MotorF0.7% of the fund-11%
- CNH IndustrialCNH0.7% of the fund-14%
- TargetTGT0.6% of the fund-8%
- QualcommQCOM0.6% of the fund-17%
- United BanksharesUBSI0.6% of the fund-3%
- CitigroupC0.5% of the fund-6%
- Ishares TRIJS0.5% of the fund-2%
- Virtu FinancialVIRT0.4% of the fund-5%
- KLAKLAC0.4% of the fund-10%
- Cisco SystemsCSCO0.4% of the fund-7%
- Lockheed MartinLMT0.4% of the fund-35%
- UnitedHealth GroupUNH0.4% of the fund-4%
- Vanguard MUN BD FDSVTEB0.4% of the fund-4%
- Best BUYBBY0.3% of the fund-3%
Sold out
Sold their entire stake.
- Coterra EnergyCTRA-100%
- Carnival-100%
- Vaneck ETF TrustITM-100%
- Molson Coors BeverageTAP-100%
- Ishares TRSHV-100%
- CarMaxKMX-100%
- Boston ScientificBSX-100%
- NisourceNI-100%
Holdings
- Ishares TRIVW
- Share
- 5.0%
- Value
- $44m
- Shares
- 320,486
Held
- Vanguard Scottsdale FDSVGSH
- Share
- 4.4%
- Value
- $39m
- Shares
- 667,988
-3%
- Vanguard Scottsdale FDSVCSH
- Share
- 4.1%
- Value
- $36m
- Shares
- 458,713
+6%
- Vanguard Index FDSVOO
- Share
- 3.4%
- Value
- $30m
- Shares
- 43,073
+16%
- Ishares TRIVE
- Share
- 3.2%
- Value
- $29m
- Shares
- 125,735
-7%
- Vanguard Scottsdale FDSVCIT
- Share
- 2.9%
- Value
- $25m
- Shares
- 304,808
+3%
- Vanguard Scottsdale FDSVGIT
- Share
- 2.8%
- Value
- $25m
- Shares
- 421,015
+10%
- Spdr Series TrustSPYG
- Share
- 2.6%
- Value
- $23m
- Shares
- 193,162
+19%
- Spdr Series TrustSPYV
- Share
- 2.4%
- Value
- $21m
- Shares
- 351,475
+16%
- Vanguard Tax-Managed FDSVEA
- Share
- 2.2%
- Value
- $19m
- Shares
- 272,328
+16%
- Ishares TRIJK
- Share
- 2.0%
- Value
- $18m
- Shares
- 150,402
Held
- Vanguard Scottsdale FDSVMBS
- Share
- 1.8%
- Value
- $16m
- Shares
- 344,888
+7%
- Ishares TRIJJ
- Share
- 1.6%
- Value
- $14m
- Shares
- 93,660
Held
- Spdr Gold TRGLD
- Share
- 1.2%
- Value
- $10m
- Shares
- 28,248
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.9%
- Value
- $8m
- Shares
- 130,197
+15%
- Ishares TRIVV
- Share
- 0.7%
- Value
- $6m
- Shares
- 8,164
Held
- Spdr Series TrustSDY
- Share
- 0.6%
- Value
- $5m
- Shares
- 31,911
+3%
- Ishares TRIJT
- Share
- 0.5%
- Value
- $4m
- Shares
- 24,159
Held
- Schwab Strategic TRSCHA
- Share
- 0.5%
- Value
- $4m
- Shares
- 116,210
+19%
- Ishares TRIJS
- Share
- 0.5%
- Value
- $4m
- Shares
- 29,847
-2%
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $4m
- Shares
- 18,929
Held
- Spdr Series TrustBIL
- Share
- 0.4%
- Value
- $4m
- Shares
- 38,809
+26%
- Ishares TREFA
- Share
- 0.4%
- Value
- $4m
- Shares
- 33,744
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $3m
- Shares
- 4,632
Held
- Ishares TRIWO
- Share
- 0.4%
- Value
- $3m
- Shares
- 8,262
Held
- Vanguard MUN BD FDSVTEB
- Share
- 0.4%
- Value
- $3m
- Shares
- 62,527
-4%
- Ishares TROEF
- Share
- 0.3%
- Value
- $3m
- Shares
- 6,931
+19%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $2m
- Shares
- 8,307
Held
- Vanguard Index FDSVOT
- Share
- 0.3%
- Value
- $2m
- Shares
- 7,926
+24%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $2m
- Shares
- 3,397
Held
- Ishares TRSHYG
- Share
- 0.2%
- Value
- $2m
- Shares
- 51,633
+3%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $2m
- Shares
- 26,979
Held
- Ishares TRIWF
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,055
Held
- Vanguard Index FDSVOE
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,700
+11%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVW | 5.0% | $44m | 320,486 | Held |
| Vanguard Scottsdale FDSVGSH | 4.4% | $39m | 667,988 | -3% |
| Vanguard Scottsdale FDSVCSH | 4.1% | $36m | 458,713 | +6% |
| Vanguard Index FDSVOO | 3.4% | $30m | 43,073 | +16% |
| Ishares TRIVE | 3.2% | $29m | 125,735 | -7% |
| AppleAAPL | 2.9% | $26m | 89,375 | Held |
| Vanguard Scottsdale FDSVCIT | 2.9% | $25m | 304,808 | +3% |
| Vanguard Scottsdale FDSVGIT | 2.8% | $25m | 421,015 | +10% |
| Spdr Series TrustSPYG | 2.6% | $23m | 193,162 | +19% |
| Spdr Series TrustSPYV | 2.4% | $21m | 351,475 | +16% |
| Vanguard Tax-Managed FDSVEA | 2.2% | $19m | 272,328 | +16% |
| MicrosoftMSFT | 2.1% | $18m | 49,181 | +3% |
| Ishares TRIJK | 2.0% | $18m | 150,402 | Held |
| Vanguard Scottsdale FDSVMBS | 1.8% | $16m | 344,888 | +7% |
| AlphabetGOOGL | 1.7% | $15m | 42,521 | +2% |
| Ishares TRIJJ | 1.6% | $14m | 93,660 | Held |
| BroadcomAVGO | 1.4% | $13m | 33,485 | Held |
| APAAPA | 1.2% | $11m | 329,792 | -15% |
| MerckMRK | 1.2% | $11m | 82,232 | -4% |
| CVS HealthCVS | 1.2% | $10m | 101,154 | -5% |
| Spdr Gold TRGLD | 1.2% | $10m | 28,248 | Held |
| Altria GroupMO | 1.1% | $10m | 134,922 | Held |
| Bristol-Myers SquibbBMY | 1.1% | $9m | 164,395 | Held |
| Truist FinancialTFC | 1.1% | $9m | 186,047 | Held |
| Johnson & JohnsonJNJ | 1.0% | $9m | 36,351 | -7% |
| Devon EnergyDVN | 1.0% | $9m | 213,447 | New |
| Vanguard Intl Equity Index FVWO | 0.9% | $8m | 130,197 | +15% |
| ChevronCVX | 0.9% | $8m | 45,395 | Held |
| JPMorgan ChaseJPM | 0.8% | $7m | 22,859 | -3% |
| Verizon CommunicationsVZ | 0.8% | $7m | 173,925 | -11% |
| Edison InternationalEIX | 0.8% | $7m | 96,305 | +5% |
| PfizerPFE | 0.8% | $7m | 289,830 | Held |
| Dollar GeneralDG | 0.8% | $7m | 60,105 | Held |
| Amazon.comAMZN | 0.8% | $7m | 28,703 | Held |
| WEC Energy GroupWEC | 0.7% | $7m | 56,469 | Held |
| AT&TT | 0.7% | $6m | 313,389 | -10% |
| Texas InstrumentsTXN | 0.7% | $6m | 21,547 | -17% |
| Eversource EnergyES | 0.7% | $6m | 86,248 | +17% |
| NvidiaNVDA | 0.7% | $6m | 30,791 | +6% |
| Ishares TRIVV | 0.7% | $6m | 8,164 | Held |
| Kinder MorganKMI | 0.7% | $6m | 187,553 | -6% |
| Ford MotorF | 0.7% | $6m | 425,860 | -11% |
| CNH IndustrialCNH | 0.7% | $6m | 524,119 | -14% |
| US BancorpUSB | 0.7% | $6m | 96,080 | +9% |
| HersheyHSY | 0.6% | $6m | 31,882 | Held |
| Public StoragePSA | 0.6% | $5m | 16,941 | +3% |
| TargetTGT | 0.6% | $5m | 41,062 | -8% |
| QualcommQCOM | 0.6% | $5m | 28,178 | -17% |
| Fidelity National FinancialFNF | 0.6% | $5m | 106,633 | Held |
| United BanksharesUBSI | 0.6% | $5m | 108,564 | -3% |
| Spdr Series TrustSDY | 0.6% | $5m | 31,911 | +3% |
| CitigroupC | 0.5% | $4m | 31,941 | -6% |
| Bath & Body WorksBBWI | 0.5% | $4m | 193,024 | +937% |
| Price T Rowe GroupTROW | 0.5% | $4m | 38,970 | +3% |
| ComcastCMCSA | 0.5% | $4m | 176,848 | New |
| Ishares TRIJT | 0.5% | $4m | 24,159 | Held |
| Healthpeak PropertiesDOC | 0.5% | $4m | 199,520 | +8% |
| Schwab Strategic TRSCHA | 0.5% | $4m | 116,210 | +19% |
| Ishares TRIJS | 0.5% | $4m | 29,847 | -2% |
| PaccarPCAR | 0.4% | $4m | 32,815 | +12% |
| Virtu FinancialVIRT | 0.4% | $4m | 66,030 | -5% |
| Western UnionWU | 0.4% | $4m | 499,965 | +6% |
| KLAKLAC | 0.4% | $4m | 12,641 | -10% |
| Eli LillyLLY | 0.4% | $4m | 3,175 | Held |
| Realty IncomeO | 0.4% | $4m | 60,912 | +13% |
| Conagra BrandsCAG | 0.4% | $4m | 276,178 | +2% |
| Select Sector Spdr TRXLK | 0.4% | $4m | 18,929 | Held |
| Spdr Series TrustBIL | 0.4% | $4m | 38,809 | +26% |
| Ishares TREFA | 0.4% | $4m | 33,744 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $3m | 4,632 | Held |
| Cisco SystemsCSCO | 0.4% | $3m | 28,856 | -7% |
| Lamar AdvertisingLAMR | 0.4% | $3m | 21,642 | +69% |
| Lockheed MartinLMT | 0.4% | $3m | 6,550 | -35% |
| Ishares TRIWO | 0.4% | $3m | 8,262 | Held |
| Procter & GamblePG | 0.4% | $3m | 22,141 | Held |
| UnitedHealth GroupUNH | 0.4% | $3m | 7,750 | -4% |
| Vanguard MUN BD FDSVTEB | 0.4% | $3m | 62,527 | -4% |
| Advanced Micro DevicesAMD | 0.3% | $3m | 4,825 | Held |
| Philip Morris InternationalPM | 0.3% | $3m | 15,065 | Held |
| Ishares TROEF | 0.3% | $3m | 6,931 | +19% |
| General MillsGIS | 0.3% | $3m | 71,993 | +106% |
| Ishares TRIWM | 0.3% | $2m | 8,307 | Held |
| White Mountains Insurance GroupWTM | 0.3% | $2m | 1,176 | Held |
| Vanguard Index FDSVOT | 0.3% | $2m | 7,926 | +24% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $2m | 3,397 | Held |
| Best BUYBBY | 0.3% | $2m | 31,335 | -3% |
| Marvell TechnologyMRVL | 0.3% | $2m | 7,838 | -7% |
| Portland General ElectricPOR | 0.3% | $2m | 44,581 | New |
| Ally FinancialALLY | 0.3% | $2m | 49,911 | -21% |
| Ishares TRSHYG | 0.2% | $2m | 51,633 | +3% |
| Ishares TRIJH | 0.2% | $2m | 26,979 | Held |
| Host Hotels & ResortsHST | 0.2% | $2m | 85,140 | New |
| Ishares TRIWF | 0.2% | $2m | 16,055 | Held |
| Meta PlatformsMETA | 0.2% | $2m | 3,444 | +3% |
| FortinetFTNT | 0.2% | $2m | 12,584 | +8% |
| ASML Holding NVASML | 0.2% | $2m | 963 | -4% |
| WatscoWSO | 0.2% | $2m | 4,563 | New |
| Vanguard Index FDSVOE | 0.2% | $2m | 8,700 | +11% |
| Bank of New York MellonBNY | 0.2% | $2m | 11,844 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $2m | 3,584 | +5% |
Showing the largest 100 of 211.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.7% since 30 June 2025.
Where the money is
Technology11.6%
Financial services6.8%
Health care6.7%
Everyday goods5.4%
Media & telecom4.1%
Energy4.1%
Industrials2.9%
Utilities2.8%
Retail & consumer2.6%
Real estate2.3%
Materials0.5%
Other49.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.