1834 INVESTMENT ADVISORS CO
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 301,112 | +301,112 | 0 | 17,106,175 | +17,106,175 |
| SPDR SERIES TRUST | 0 | 123,625 | +123,625 | 0 | 13,190,824 | +13,190,824 |
| SPDR SERIES TRUST | 0 | 65,793 | +65,793 | 0 | 6,012,197 | +6,012,197 |
| SPDR SERIES TRUST | 0 | 31,956 | +31,956 | 0 | 4,446,943 | +4,446,943 |
| UNITED BANKSHARES INC WEST V | 0 | 96,344 | +96,344 | 0 | 3,700,065 | +3,700,065 |
| SELECT SECTOR SPDR TR | 0 | 22,992 | +22,992 | 0 | 3,310,182 | +3,310,182 |
| US BANCORP DEL | 0 | 74,232 | +74,232 | 0 | 3,961,020 | +3,961,020 |
| ALPHABET INC | 0 | 42,885 | +42,885 | 0 | 13,422,873 | +13,422,873 |
| EDISON INTL | 0 | 40,277 | +40,277 | 0 | 2,417,426 | +2,417,426 |
| MERCK & CO INC | 0 | 83,295 | +83,295 | 0 | 8,768,128 | +8,768,128 |
| PACCAR INC | 0 | 16,721 | +16,721 | 0 | 1,831,117 | +1,831,117 |
| DOLLAR GEN CORP NEW | 0 | 63,525 | +63,525 | 0 | 8,434,215 | +8,434,215 |
| BRISTOL-MYERS SQUIBB CO | 0 | 160,542 | +160,542 | 0 | 8,659,648 | +8,659,648 |
| SELECT SECTOR SPDR TR | 0 | 8,824 | +8,824 | 0 | 1,365,956 | +1,365,956 |
| VANGUARD SCOTTSDALE FDS | 0 | 407,772 | +407,772 | 0 | 32,511,662 | +32,511,662 |
| HEALTHPEAK PROPERTIES INC | 0 | 93,870 | +93,870 | 0 | 1,509,430 | +1,509,430 |
| ELI LILLY & CO | 0 | 3,195 | +3,195 | 0 | 3,433,947 | +3,433,947 |
| REALTY INCOME CORP | 0 | 39,734 | +39,734 | 0 | 2,239,993 | +2,239,993 |
| CHEVRON CORP NEW | 0 | 38,629 | +38,629 | 0 | 5,887,501 | +5,887,501 |
| LYONDELLBASELL INDUSTRIES N | 0 | 39,479 | +39,479 | 0 | 1,709,441 | +1,709,441 |
| SPDR GOLD TR | 0 | 27,609 | +27,609 | 0 | 10,941,910 | +10,941,910 |
| VANGUARD TAX-MANAGED FDS | 0 | 235,415 | +235,415 | 0 | 14,706,351 | +14,706,351 |
| LAMAR ADVERTISING CO NEW | 0 | 5,798 | +5,798 | 0 | 733,911 | +733,911 |
| CITIZENS FINL GROUP INC | 0 | 11,761 | +11,761 | 0 | 686,961 | +686,961 |
| VANGUARD MUN BD FDS | 0 | 33,043 | +33,043 | 0 | 1,661,733 | +1,661,733 |
| ISHARES TR | 0 | 1,714 | +1,714 | 0 | 663,061 | +663,061 |
| FORD MTR CO | 0 | 477,998 | +477,998 | 0 | 6,271,334 | +6,271,334 |
| TARGET CORP | 0 | 43,331 | +43,331 | 0 | 4,235,606 | +4,235,606 |
| MARVELL TECHNOLOGY INC | 0 | 6,699 | +6,699 | 0 | 569,282 | +569,282 |
| SPDR SERIES TRUST | 0 | 10,957 | +10,957 | 0 | 525,827 | +525,827 |
| CONAGRA BRANDS INC | 0 | 200,646 | +200,646 | 0 | 3,473,183 | +3,473,183 |
| APA CORPORATION | 0 | 346,838 | +346,838 | 0 | 8,483,669 | +8,483,669 |
| WHITE MTNS INS GROUP LTD | 0 | 1,176 | +1,176 | 0 | 2,444,296 | +2,444,296 |
| GENERAL MLS INC | 0 | 10,005 | +10,005 | 0 | 465,218 | +465,218 |
| TRUIST FINL CORP | 0 | 184,028 | +184,028 | 0 | 9,056,018 | +9,056,018 |
| JOHNSON & JOHNSON | 0 | 39,556 | +39,556 | 0 | 8,186,081 | +8,186,081 |
| CROWN HLDGS INC | 0 | 3,729 | +3,729 | 0 | 383,976 | +383,976 |
| SELECT SECTOR SPDR TR | 0 | 6,949 | +6,949 | 0 | 380,597 | +380,597 |
| ISHARES TR | 0 | 3,423 | +3,423 | 0 | 377,044 | +377,044 |
| ALBEMARLE CORP | 0 | 5,845 | +5,845 | 0 | 826,717 | +826,717 |
| BROADCOM INC | 0 | 33,430 | +33,430 | 0 | 11,569,952 | +11,569,952 |
| VANGUARD INDEX FDS | 0 | 36,225 | +36,225 | 0 | 22,717,883 | +22,717,883 |
| SELECT SECTOR SPDR TR | 0 | 7,236 | +7,236 | 0 | 323,522 | +323,522 |
| EVERSOURCE ENERGY | 0 | 65,328 | +65,328 | 0 | 4,398,535 | +4,398,535 |
| VANGUARD SCOTTSDALE FDS | 0 | 276,082 | +276,082 | 0 | 12,997,930 | +12,997,930 |
| COTERRA ENERGY INC | 0 | 329,145 | +329,145 | 0 | 8,663,105 | +8,663,105 |
| VANGUARD INDEX FDS | 0 | 5,884 | +5,884 | 0 | 1,642,460 | +1,642,460 |
| ADVANCED MICRO DEVICES INC | 0 | 4,895 | +4,895 | 0 | 1,048,314 | +1,048,314 |
| MUELLER INDS INC | 0 | 2,228 | +2,228 | 0 | 255,775 | +255,775 |
| SELECT SECTOR SPDR TR | 0 | 5,286 | +5,286 | 0 | 225,660 | +225,660 |
| AMAZON COM INC | 0 | 28,500 | +28,500 | 0 | 6,578,370 | +6,578,370 |
| INTUITIVE SURGICAL INC | 0 | 1,457 | +1,457 | 0 | 825,187 | +825,187 |
| ALPHABET INC | 0 | 2,240 | +2,240 | 0 | 702,912 | +702,912 |
| MICRON TECHNOLOGY INC | 0 | 1,272 | +1,272 | 0 | 363,042 | +363,042 |
| THERMO FISHER SCIENTIFIC INC | 0 | 1,609 | +1,609 | 0 | 932,354 | +932,354 |
| STEEL DYNAMICS INC | 0 | 4,148 | +4,148 | 0 | 702,879 | +702,879 |
| WELLS FARGO CO NEW | 0 | 17,647 | +17,647 | 0 | 1,644,701 | +1,644,701 |
| HUNTINGTON INGALLS INDS INC | 0 | 2,490 | +2,490 | 0 | 846,775 | +846,775 |
| KLA CORP | 0 | 1,455 | +1,455 | 0 | 1,767,942 | +1,767,942 |
| VENTAS INC | 0 | 14,636 | +14,636 | 0 | 1,132,534 | +1,132,534 |
| WESTERN UN CO | 0 | 485,748 | +485,748 | 0 | 4,522,314 | +4,522,314 |
| QUALCOMM INC | 0 | 33,155 | +33,155 | 0 | 5,671,223 | +5,671,223 |
| ASML HOLDING N V | 0 | 1,059 | +1,059 | 0 | 1,132,982 | +1,132,982 |
| SALESFORCE INC | 0 | 3,234 | +3,234 | 0 | 856,719 | +856,719 |
| CATERPILLAR INC | 0 | 900 | +900 | 0 | 515,583 | +515,583 |
| BANK NEW YORK MELLON CORP | 0 | 11,844 | +11,844 | 0 | 1,374,970 | +1,374,970 |
| APPLE INC | 0 | 92,806 | +92,806 | 0 | 25,230,295 | +25,230,295 |
| VANGUARD INTL EQUITY INDEX F | 0 | 108,819 | +108,819 | 0 | 5,850,107 | +5,850,107 |
| ISHARES TR | 0 | 4,126 | +4,126 | 0 | 1,415,095 | +1,415,095 |
| CAPITAL ONE FINL CORP | 0 | 3,481 | +3,481 | 0 | 843,656 | +843,656 |
| HERSHEY CO | 0 | 29,936 | +29,936 | 0 | 5,447,710 | +5,447,710 |
| CVS HEALTH CORP | 0 | 118,047 | +118,047 | 0 | 9,368,198 | +9,368,198 |
| WALMART INC | 0 | 6,614 | +6,614 | 0 | 736,866 | +736,866 |
| VISA INC | 0 | 5,301 | +5,301 | 0 | 1,859,114 | +1,859,114 |
| DANAHER CORPORATION | 0 | 1,988 | +1,988 | 0 | 455,093 | +455,093 |
| SLB LIMITED | 0 | 12,237 | +12,237 | 0 | 469,657 | +469,657 |
| CARNIVAL CORP | 0 | 25,291 | +25,291 | 0 | 772,388 | +772,388 |
| ISHARES TR | 0 | 8,328 | +8,328 | 0 | 2,050,088 | +2,050,088 |
| RTX CORPORATION | 0 | 2,150 | +2,150 | 0 | 394,310 | +394,310 |
| FRANKLIN TEMPLETON ETF TR | 0 | 27,789 | +27,789 | 0 | 1,072,391 | +1,072,391 |
| CHUBB LIMITED | 0 | 1,687 | +1,687 | 0 | 526,547 | +526,547 |
| ISHARES TR | 0 | 7,921 | +7,921 | 0 | 951,946 | +951,946 |
| FIRST BUSINESS FINL SVCS INC | 0 | 6,730 | +6,730 | 0 | 365,450 | +365,450 |
| VANGUARD ADMIRAL FDS INC | 0 | 3,247 | +3,247 | 0 | 360,288 | +360,288 |
| ISHARES TR | 0 | 8,628 | +8,628 | 0 | 5,909,435 | +5,909,435 |
| AMERICAN ELEC PWR CO INC | 0 | 7,872 | +7,872 | 0 | 907,721 | +907,721 |
| CBOE GLOBAL MKTS INC | 0 | 3,070 | +3,070 | 0 | 770,570 | +770,570 |
| PEPSICO INC | 0 | 5,716 | +5,716 | 0 | 820,361 | +820,361 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 3,619 | +3,619 | 0 | 1,099,778 | +1,099,778 |
| ISHARES TR | 0 | 4,995 | +4,995 | 0 | 742,707 | +742,707 |
| VANGUARD SCOTTSDALE FDS | 0 | 6,873 | +6,873 | 0 | 684,001 | +684,001 |
| ISHARES TR | 0 | 8,308 | +8,308 | 0 | 2,683,568 | +2,683,568 |
| PALANTIR TECHNOLOGIES INC | 0 | 1,806 | +1,806 | 0 | 321,017 | +321,017 |
| PUBLIC STORAGE OPER CO | 0 | 15,207 | +15,207 | 0 | 3,946,217 | +3,946,217 |
| ISHARES TR | 0 | 5,100 | +5,100 | 0 | 279,021 | +279,021 |
| VANECK ETF TRUST | 0 | 11,148 | +11,148 | 0 | 525,740 | +525,740 |
| EMERSON ELEC CO | 0 | 3,970 | +3,970 | 0 | 526,899 | +526,899 |
| VANGUARD WORLD FD | 0 | 768 | +768 | 0 | 578,910 | +578,910 |
| DEERE & CO | 0 | 455 | +455 | 0 | 211,835 | +211,835 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 966 | +966 | 0 | 485,560 | +485,560 |