Managers / Q3 2024 · view latest →
1834 INVESTMENT ADVISORS CO
CIK 0001138486 · 511 N. BROADWAY ST., SUITE 801, MILWAUKEE, WI, 53202 · 4142780590
Reported Value
$859M
Q3 2024
Positions
213
Filings on Record
30
2019–present window
Filed
Oct 30, 2024
original filing
Summary
1834 Investment Advisors Co reported $859M in U.S.-listed holdings across 213 positions for Q3 2024.
Its largest position, VGSH, represents 5.4% of the portfolio.
Compared with Q2 2024, the fund opened 10 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 49.0% · $421M
- Common Stock · 46.9% · $403M
- REIT · 2.4% · $21M
- Other · 1.5% · $13M
- ADR · 0.1% · $610,696
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $801M | 206 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $797M | 204 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $815M | 204 | Oct 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $790M | 205 | Jul 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $776M | 212 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $790M | 210 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $859M | 213 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $830M | 214 | Jul 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $841M | 218 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $837M | 225 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $804M | 228 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $839M | 232 | Jul 31, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $835M | 241 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $700.4B | 182 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $668M | 194 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $710M | 476 | Aug 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $816M | 441 | May 24, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $885M | 474 | Feb 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $820M | 479 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $827M | 501 | Aug 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $773M | 466 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $750M | 461 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $686M | 424 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $632M | 452 | Aug 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $526M | 406 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $652M | 457 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $689M | 663 | Oct 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $663M | 632 | Jul 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $657M | 594 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $597M | 572 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.