Fund Holdings1834 INVESTMENT ADVISORS CO

Total Portfolio Value
$789.85M
Total Bought
$10.97M
Total Sold
$93.65M
Net Transaction
-$82.68M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KINDER MORGAN INC DEL(KMI)460,895447,070-13,82510,18112,2501.55%+2,069
BROADCOM INC(AVGO)036,076+36,07608,3641.06%+8,364
SPDR SER TR
ST STR BLO 1 ETF
026,273+26,27302,4020.30%+2,402
CITIGROUP INC(C)62,12169,851+7,7303,8894,9170.62%+1,028
AMAZON COM INC(AMZN)027,981+27,98106,1390.78%+6,139
ALPHABET INC(GOOG)045,936+45,93608,6961.10%+8,696
BLACKROCK INC(BLK)0658+65806750.09%+675
CNH INDL N V
SHS
459,216507,800+48,5845,0975,7530.73%+656
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
06,873+6,87306140.08%+614
SPDR SER TR
ST STR P500GRW
91,08192,253+1,1727,5548,1091.03%+555
NVIDIA CORPORATION(NVDA)028,560+28,56003,8350.49%+3,835
KRAFT HEINZ CO(KHC)015,292+15,29204700.06%+470
LAUDER ESTEE COS INC(EL)06,006+6,00604500.06%+450
JPMORGAN CHASE & CO.(JPM)025,760+25,76006,1750.78%+6,175
VIRTU FINL INC(VIRT)324,913286,847-38,0669,89710,2351.30%+338
FORTINET INC(FTNT)3,5796,509+2,9302786150.08%+337
PALANTIR TECHNOLOGIES INC(PLTR)04,305+4,30503260.04%+326
CISCO SYS INC(CSCO)0115,375+115,37506,8300.86%+6,830
WHITE MTNS INS GROUP LTD
COM
01,176+1,17602,2880.29%+2,288
PURE STORAGE INC(P)022,755+22,75501,3980.18%+1,398
BRISTOL-MYERS SQUIBB CO(BMY)173,911163,393-10,5188,9989,2421.17%+243
ROYALTY PHARMA PLC(RPRX)09,500+9,50002420.03%+242
BOEING CO(BA)01,265+1,26502240.03%+224
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
195,294208,051+12,7579,2209,4331.19%+213
ISHARES TR01,971+1,97102080.03%+208
PACKAGING CORP AMER(PKG)0918+91802070.03%+207
APTIV PLC(APTV)03,312+3,31202000.03%+200
APPLE INC(AAPL)0110,286+110,286027,6183.50%+27,618
ISHARES TR
0-5YR HI YL CP
35,31640,124+4,8081,5331,7100.22%+176
FRANKLIN TEMPLETON ETF TR
FRANKLIN INDIA
5,38210,505+5,1232263980.05%+173
ISHARES TR0452,941+452,941045,9875.82%+45,987
UNITED AIRLS HLDGS INC(UAL)5,5624,719-8433174580.06%+141
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,5122,920+4084365770.07%+140
VISA INC(V)05,255+5,25501,6610.21%+1,661
WELLS FARGO CO NEW(WFC)21,91019,592-2,3181,2381,3760.17%+138
BATH & BODY WORKS INC015,957+15,95706190.08%+619
MOSAIC CO NEW(MOS)10,69816,749+6,0512864120.05%+125
SALESFORCE INC(CRM)02,800+2,80009360.12%+936
KROGER CO(KR)151,202143,354-7,8488,6648,7661.11%+102
VANGUARD INDEX FDS4,8265,018+1921,1751,2730.16%+98
HONEYWELL INTL INC(HON)04,491+4,49101,0140.13%+1,014
COSTCO WHSL CORP NEW(COST)01,517+1,51701,3900.18%+1,390
EMERSON ELEC CO(EMR)05,070+5,07006280.08%+628
WILLIAMS SONOMA INC(WSM)013,423+13,42302,4860.31%+2,486
ALPHABET INC(GOOG)02,900+2,90005520.07%+552
SPDR S&P 500 ETF TR(SPY)5,3365,333-33,0623,1250.40%+64
WALMART INC(WMT)06,558+6,55805930.08%+593
SELECT SECTOR SPDR TR
ST STR TECHN ETF
011,929+11,92902,7740.35%+2,774
PAYPAL HLDGS INC(PYPL)5,5435,768+2254334920.06%+60
BANK NEW YORK MELLON CORP11,84411,84408519100.12%+59
INTUITIVE SURGICAL INC01,877+1,87709800.12%+980
INTERNATIONAL PAPER CO(IP)11,50011,50005626190.08%+57
META PLATFORMS INC(META)03,036+3,03601,7780.23%+1,778
FISERV INC(FISV)1,7281,72803103550.04%+45
ISHARES TR11,66211,658-43,3123,3550.42%+43
PALO ALTO NETWORKS INC(PANW)05,074+5,07409230.12%+923
SELECT SECTOR SPDR TR
ST STR FINL ETF
012,227+12,22705910.07%+591
EDWARDS LIFESCIENCES CORP08,678+8,67806420.08%+642
VANGUARD WORLD FD
INF TECH ETF
0768+76804780.06%+478
AUTOMATIC DATA PROCESSING IN01,100+1,10003220.04%+322
SCHWAB STRATEGIC TR021,792+21,79205050.06%+505
NISOURCE INC(NI)23,69222,785-9078218380.11%+17
MORGAN STANLEY(MS)04,124+4,12405180.07%+518
BOSTON SCIENTIFIC CORP(BSX)06,680+6,68005970.08%+597
ISHARES TR05,184+5,18406670.08%+667
WARNER BROS DISCOVERY INC(WBD)032,545+32,54503440.04%+344
VANGUARD MUN BD FDS21,92522,590+6651,1211,1320.14%+12
ISHARES TR03,234+3,23402650.03%+265
CAPITAL ONE FINL CORP(COF)6,9695,899-1,0701,0431,0520.13%+8
ISHARES TR011,818+11,81806110.08%+611
FIRST BUSINESS FINL SVCS INC6,5476,581+342983050.04%+6
VANGUARD INDEX FDS32,67832,013-66517,24317,2492.18%+6
SPDR SER TR
ST INTER BD ETF
010,352+10,35203390.04%+339
ISHARES TR11,33811,533+1951,3261,3290.17%+3
ALLY FINL INC(ALLY)217,646215,130-2,5167,7467,7470.98%+1
ISHARES TR03,028+3,02802680.03%+268
BERKSHIRE HATHAWAY INC DEL0760+76003440.04%+344
STRYKER CORPORATION(SYK)02,250+2,25008100.10%+810
VANGUARD INDEX FDS7,7027,956+2541,2911,2870.16%-4
ISHARES TR01,981+1,98102560.03%+256
ABBOTT LABS7,7757,77508868790.11%-7
WATSCO INC(WSO)0495+49502350.03%+235
ISHARES TR39,06038,873-1872,4342,4220.31%-12
VANECK ETF TRUST
INTRMDT MUNI ETF
014,421+14,42106650.08%+665
FIRST TR EXCH TRADED FD III033,580+33,58005940.08%+594
AIR PRODS & CHEMS INC1,8151,81505405260.07%-14
SPDR S&P MIDCAP 400 ETF TR(MDY)3,5813,556-252,0402,0250.26%-15
RTX CORPORATION(RTX)2,7082,70803283130.04%-15
ISHARES TR1,5661,495-712612450.03%-16
BANK AMERICA CORP08,134+8,13403570.05%+357
VEEVA SYS INC(VEEV)2,6602,578-825585420.07%-16
ISHARES TR8,5188,440-781,8821,8650.24%-17
VANECK ETF TRUST
PREFERRED SECURT
016,684+16,68402880.04%+288
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
025,191+25,19106090.08%+609
BANCO SANTANDER S.A.(SAN)034,203+34,20301560.02%+156
SYSCO CORP(SYY)12,60012,60009849630.12%-20
ISHARES TR05,100+5,10002130.03%+213
HESS CORP05,425+5,42507220.09%+722
ISHARES TR09,716+9,71603710.05%+371
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,995+4,99503780.05%+378
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