1834 INVESTMENT ADVISORS CO - Portfolio overview

1834 INVESTMENT ADVISORS CO has 219 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VGSH - VANGUARD SCOTTSDALE FDS, 4.98%
  2. IVW - ISHARES TR, 4.55%
  3. VCSH - VANGUARD SCOTTSDALE FDS, 4.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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