1834 INVESTMENT ADVISORS CO
Top Portfolio Positions
143 positions ·
$427,156,520 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
89,825 | $22,796,686 | 5.34% | |
| MSFT |
Microsoft Corp
Technology
|
47,908 | $17,734,104 | 4.15% | |
| APA |
APA Corp
Energy
|
387,115 | $16,429,160 | 3.85% | |
| GLD |
Spdr Gold Trust
|
28,228 | $12,146,226 | 2.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
41,635 | $11,972,560 | 2.80% | |
| CTRA |
Coterra Energy Inc.
Energy
|
339,533 | $11,931,189 | 2.79% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
85,346 | $10,266,270 | 2.40% | |
| AVGO |
Broadcom Inc.
Technology
|
32,936 | $10,194,021 | 2.39% | |
| T |
At&T Inc.
Communication Services
|
349,165 | $10,122,293 | 2.37% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
163,607 | $9,922,764 | 2.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WU
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,112,842 | 471,116 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,522,313 | 485,748 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,415,753 | 552,660 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,838,561 | 574,651 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,050,448 | 571,876 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,120,934 | 483,107 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,446,828 | 540,388 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,009,698 | 491,792 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,808,924 | 343,986 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $634,132 | 53,199 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $740,821 | 56,208 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $665,044 | 56,696 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $501,125 | 44,944 | Shares | Sole | 2023-05-09 | |
| 2022-06-30 | $2,206 | 134 | Shares | Sole | 2022-08-16 | |
| No 13F history on record for this holder in this stock. | ||||||