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Institutional investment manager
1834 INVESTMENT ADVISORS CO
CIK 0001138486
- Reported holdings value
- $885.72M
- Reported positions
- 232
- Report as of
- 2026-09-30
- Filed on
- 2026-10-16
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| IVW ISHARES TR 464287309 | S&P 500 GRWT ETF Share · SH | 312,344 | $44.43M | 5.02% | -8,142 | -2.54% | Reduced |
| VCSH VANGUARD SCOTTSDALE FDS 92206C409 | SHRT TRM CORP BD Share · SH | 503,177 | $38.87M | 4.39% | +44,464 | +9.69% | Increased |
| VGSH VANGUARD SCOTTSDALE FDS 92206C102 | SHORT TERM TREAS Share · SH | 619,090 | $35.63M | 4.02% | -48,898 | -7.32% | Reduced |
| VOO VANGUARD INDEX FDS 922908363 | S&P 500 ETF SHS Share · SH | 42,974 | $30.12M | 3.40% | -99 | -0.23% | Reduced |
| AAPL APPLE INC 037833100 | COM Share · SH | 85,687 | $28.54M | 3.22% | -3,688 | -4.13% | Reduced |
| IVE ISHARES TR 464287408 | S&P 500 VAL ETF Share · SH | 121,777 | $27.8M | 3.14% | -3,958 | -3.15% | Reduced |
| VGIT VANGUARD SCOTTSDALE FDS 92206C706 | INTER TERM TREAS Share · SH | 468,701 | $26.56M | 3.00% | +47,686 | +11.33% | Increased |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 48,928 | $25.1M | 2.83% | -253 | -0.51% | Reduced |
| SPYG SPDR SERIES TRUST 78464A409 | ST STR P500GRW Share · SH | 196,504 | $24.19M | 2.73% | +3,342 | +1.73% | Increased |
| SPYV SPDR SERIES TRUST 78464A508 | ST STR P500VAL Share · SH | 358,033 | $21.89M | 2.47% | +6,558 | +1.87% | Increased |
| VCIT VANGUARD SCOTTSDALE FDS 92206C870 | INT-TERM CORP Share · SH | 272,122 | $21.31M | 2.41% | -32,686 | -10.72% | Reduced |
| VEA VANGUARD TAX-MANAGED FDS 921943858 | VAN FTSE DEV MKT Share · SH | 280,654 | $19.82M | 2.24% | +8,326 | +3.06% | Increased |
| IJK ISHARES TR 464287606 | S&P MC 400GR ETF Share · SH | 145,366 | $15.93M | 1.80% | -5,036 | -3.35% | Reduced |
| VMBS VANGUARD SCOTTSDALE FDS 92206C771 | MTG-BKD SECS ETF Share · SH | 347,655 | $15.44M | 1.74% | +2,767 | +0.80% | Increased |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 42,378 | $14.58M | 1.65% | -143 | -0.34% | Reduced |
| APA APA CORPORATION 03743Q108 | COM Share · SH | 305,847 | $12.7M | 1.43% | -23,945 | -7.26% | Reduced |
| IJJ ISHARES TR 464287705 | S&P MC 400VL ETF Share · SH | 90,092 | $12.41M | 1.40% | -3,568 | -3.81% | Reduced |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 33,512 | $11.77M | 1.33% | +27 | +0.08% | Increased |
| GLD SPDR GOLD TR 78463V107 | GOLD SHS Share · SH | 27,922 | $10.63M | 1.20% | -326 | -1.15% | Reduced |
| BMY BRISTOL-MYERS SQUIBB CO 110122108 | COM Share · SH | 162,905 | $10.17M | 1.15% | -1,490 | -0.91% | Reduced |
| MRK MERCK & CO INC 58933Y105 | COM Share · SH | 68,478 | $9.95M | 1.12% | -13,754 | -16.73% | Reduced |
| DVN DEVON ENERGY CORP NEW 25179M103 | COM Share · SH | 203,007 | $9.35M | 1.06% | -10,440 | -4.89% | Reduced |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 43,915 | $8.97M | 1.01% | -1,480 | -3.26% | Reduced |
| MO ALTRIA GROUP INC 02209S103 | COM Share · SH | 132,327 | $8.91M | 1.01% | -2,595 | -1.92% | Reduced |
| TFC TRUIST FINL CORP 89832Q109 | COM Share · SH | 185,329 | $8.58M | 0.97% | -718 | -0.39% | Reduced |
| VWO VANGUARD INTL EQUITY INDEX F 922042858 | FTSE EMR MKT ETF Share · SH | 141,709 | $8.4M | 0.95% | +11,512 | +8.84% | Increased |
| CVS CVS HEALTH CORP 126650100 | COM Share · SH | 97,222 | $8.33M | 0.94% | -3,932 | -3.89% | Reduced |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 31,305 | $8.29M | 0.94% | -5,046 | -13.88% | Reduced |
| PFE PFIZER INC 717081103 | COM Share · SH | 284,573 | $8.12M | 0.92% | -5,257 | -1.81% | Reduced |
| VZ VERIZON COMMUNICATIONS INC 92343V104 | COM Share · SH | 171,513 | $7.87M | 0.89% | -2,412 | -1.39% | Reduced |
| T AT&T INC 00206R102 | COM Share · SH | 301,741 | $7.36M | 0.83% | -11,648 | -3.72% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 22,251 | $7.36M | 0.83% | -608 | -2.66% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 31,802 | $7.26M | 0.82% | +1,011 | +3.28% | Increased |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 28,613 | $7.13M | 0.80% | -90 | -0.31% | Reduced |
| DG DOLLAR GEN CORP 256677105 | COM Share · SH | 59,256 | $7.09M | 0.80% | -849 | -1.41% | Reduced |
| ES EVERSOURCE ENERGY 30040W108 | COM Share · SH | 94,929 | $6.09M | 0.69% | +8,681 | +10.07% | Increased |
| USB US BANCORP 902973304 | COM NEW Share · SH | 101,698 | $5.87M | 0.66% | +5,618 | +5.85% | Increased |
| CMCSA COMCAST CORP NEW 20030N101 | CL A Share · SH | 258,580 | $5.63M | 0.64% | +81,732 | +46.22% | Increased |
| WEC WEC ENERGY GROUP INC 92939U106 | COM Share · SH | 54,941 | $5.54M | 0.63% | -1,528 | -2.71% | Reduced |
| SDY SPDR SERIES TRUST 78464A763 | ST STR SP DIV Share · SH | 36,633 | $5.37M | 0.61% | +4,722 | +14.80% | Increased |
| EIX EDISON INTL 281020107 | COM Share · SH | 99,026 | $5.32M | 0.60% | +2,721 | +2.83% | Increased |
| KMI KINDER MORGAN INC DEL 49456B101 | COM Share · SH | 169,240 | $5.1M | 0.58% | -18,313 | -9.76% | Reduced |
| HSY HERSHEY CO 427866108 | COM Share · SH | 32,017 | $5.05M | 0.57% | +135 | +0.42% | Increased |
| BBWI BATH & BODY WORKS INC 070830104 | COM Share · SH | 316,246 | $5.03M | 0.57% | +123,222 | +63.84% | Increased |
| UBSI UNITED BANKSHARES INC WEST V 909907107 | COM Share · SH | 108,547 | $4.99M | 0.56% | -17 | -0.02% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 6,446 | $4.94M | 0.56% | -1,718 | -21.04% | Reduced |
| TGT TARGET CORP 87612E106 | COM Share · SH | 31,229 | $4.89M | 0.55% | -9,833 | -23.95% | Reduced |
| PSA PUBLIC STORAGE 74460D109 | COM Share · SH | 17,229 | $4.87M | 0.55% | +288 | +1.70% | Increased |
| POR PORTLAND GEN ELEC CO 736508847 | COM NEW Share · SH | 100,332 | $4.48M | 0.51% | +55,751 | +125.06% | Increased |
| TROW PRICE T ROWE GROUP INC 74144T108 | COM Share · SH | 40,051 | $4.17M | 0.47% | +1,081 | +2.77% | Increased |
1–50 of 245 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-16. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.