1620 Investment Advisors
Latest statistics and disclosures from 1620 Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, QEFA, IEF, JPM, TY, and represent 12.21% of 1620 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: MNRO, TFC, FOUR.PA, VTRS, MTN, MCHP, JSI, SCHD, SCYB, BMY.
- Started 30 new stock positions in OUT, GRC, GFS, PAHC, AGI, GDV, AER, CTO, FOUR.PA, HYBB.
- Reduced shares in these 10 stocks: STX, RNR.PF, ALL.PI, PSA.PM, DRH.PA, WMB, FSK, SPNS, , IBM.
- Sold out of its positions in ABBNY, ALL.PJ, ALL.PI, ALL.PH, AMTM, AIG, ARIS, ARRY, AZEK, BAC.PO.
- 1620 Investment Advisors was a net seller of stock by $-2.1M.
- 1620 Investment Advisors has $147M in assets under management (AUM), dropping by 4.44%.
- Central Index Key (CIK): 0001907281
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Portfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 649 positions in its portfolio as reported in the September 2025 quarterly 13F filing
1620 Investment Advisors has 649 total positions. Only the first 250 positions are shown.
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- Download the 1620 Investment Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 3.1 | $4.6M | +2% | 135k | 33.89 |
|
| Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) | 2.5 | $3.7M | +2% | 42k | 87.91 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 2.3 | $3.4M | +4% | 35k | 96.46 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $3.1M | -4% | 9.9k | 315.43 |
|
| Tri Contl Corp Cef (TY) | 2.1 | $3.1M | 92k | 34.00 |
|
|
| Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 2.1 | $3.1M | 106k | 29.32 |
|
|
| Freedom 100 Emerging Markets Etf Etf (FRDM) | 1.9 | $2.8M | 64k | 44.31 |
|
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 1.7 | $2.6M | 48k | 53.03 |
|
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| Apple (AAPL) | 1.7 | $2.5M | 9.7k | 254.64 |
|
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| TJX Companies (TJX) | 1.6 | $2.4M | 17k | 144.54 |
|
|
| Schwab Us Tips Etf Etf (SCHP) | 1.6 | $2.4M | 88k | 26.95 |
|
|
| Microsoft Corporation (MSFT) | 1.5 | $2.2M | 4.2k | 517.94 |
|
|
| Janus Henderson Securitized Income Etf Etf (JSI) | 1.5 | $2.2M | +12% | 42k | 52.27 |
|
| Raytheon Technologies Corp (RTX) | 1.4 | $2.0M | 12k | 167.32 |
|
|
| Taiwan Semiconductor Mfg (TSM) | 1.3 | $2.0M | -2% | 7.1k | 279.29 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.2 | $1.8M | -9% | 17k | 106.78 |
|
| Abbvie (ABBV) | 1.2 | $1.7M | 7.5k | 231.55 |
|
|
| Spdr Doubleline Total Return Tactical Etf Etf (TOTL) | 1.2 | $1.7M | 42k | 40.57 |
|
|
| Seagate Technology (STX) | 1.2 | $1.7M | -27% | 7.2k | 236.06 |
|
| Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) | 1.1 | $1.6M | 52k | 29.73 |
|
|
| John Hancock Preferred Income Etf Etf (JHPI) | 0.9 | $1.4M | +3% | 59k | 23.17 |
|
| Epr Properties (EPR) | 0.9 | $1.3M | 23k | 58.01 |
|
|
| Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 0.9 | $1.3M | +2% | 29k | 43.91 |
|
| Vaneck Intermediate Muni Etf Etf (ITM) | 0.8 | $1.2M | 26k | 46.60 |
|
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | 7.9k | 155.28 |
|
|
| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.8 | $1.2M | 48k | 25.13 |
|
|
| Medtronic (MDT) | 0.8 | $1.2M | 12k | 95.24 |
|
|
| Novartis (NVS) | 0.8 | $1.2M | 9.1k | 128.24 |
|
|
| Verizon Communications (VZ) | 0.8 | $1.1M | 26k | 43.95 |
|
|
| Eaton (ETN) | 0.7 | $1.1M | -2% | 2.9k | 374.25 |
|
| Marathon Petroleum Corp (MPC) | 0.7 | $1.1M | -2% | 5.6k | 192.73 |
|
| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 0.7 | $1.1M | 12k | 93.35 |
|
|
| Southern Company (SO) | 0.7 | $1.1M | 11k | 94.77 |
|
|
| Pfizer (PFE) | 0.7 | $1.0M | +5% | 41k | 25.48 |
|
| Corning Incorporated (GLW) | 0.7 | $987k | 12k | 82.03 |
|
|
| Powell Industries (POWL) | 0.7 | $982k | -2% | 3.2k | 304.81 |
|
| Berkshire Hathaway (BRK.B) | 0.7 | $975k | +21% | 1.9k | 502.63 |
|
| Spdr Msci Usa Strategicfactors Etf Etf (QUS) | 0.6 | $940k | -10% | 5.5k | 171.19 |
|
| Federated Investors (FHI) | 0.6 | $912k | 18k | 51.93 |
|
|
| Monro Muffler Brake (MNRO) | 0.6 | $906k | +143% | 50k | 17.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $889k | 5.2k | 170.84 |
|
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| International Business Machines (IBM) | 0.6 | $883k | -20% | 3.1k | 282.16 |
|
| Home Depot (HD) | 0.6 | $876k | 2.2k | 405.19 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.6 | $872k | 7.9k | 109.95 |
|
|
| Ares Capital Corp Cef (ARCC) | 0.6 | $857k | 42k | 20.41 |
|
|
| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.6 | $842k | +4% | 8.5k | 99.11 |
|
| NetApp (NTAP) | 0.6 | $836k | 7.1k | 118.46 |
|
|
| Bristol Myers Squibb (BMY) | 0.6 | $826k | +29% | 18k | 45.10 |
|
| Lincoln National Corporation (LNC) | 0.6 | $816k | +2% | 20k | 40.33 |
|
| Wal-Mart Stores (WMT) | 0.6 | $814k | -2% | 7.9k | 103.07 |
|
| Tortoise Energy Infra Corp Cef (TYG) | 0.5 | $796k | 19k | 43.09 |
|
|
| Broadcom (AVGO) | 0.5 | $773k | -20% | 2.3k | 329.84 |
|
| AstraZeneca (AZN) | 0.5 | $766k | 10k | 76.72 |
|
|
| Mondelez Int (MDLZ) | 0.5 | $764k | 12k | 62.47 |
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| Truist Financial Corp equities (TFC) | 0.5 | $763k | +161% | 17k | 45.72 |
|
| Kinder Morgan (KMI) | 0.5 | $762k | -3% | 27k | 28.31 |
|
| RPM International (RPM) | 0.5 | $756k | 6.4k | 117.88 |
|
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| Amazon (AMZN) | 0.5 | $754k | 3.4k | 219.57 |
|
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| Oracle Corporation (ORCL) | 0.5 | $747k | -18% | 2.7k | 281.22 |
|
| Walt Disney Company (DIS) | 0.5 | $747k | +4% | 6.5k | 114.50 |
|
| Pepsi (PEP) | 0.5 | $732k | +3% | 5.2k | 140.45 |
|
| Gilead Sciences (GILD) | 0.5 | $718k | 6.5k | 111.00 |
|
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| Tapestry (TPR) | 0.5 | $701k | -11% | 6.2k | 113.22 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $684k | 2.8k | 243.13 |
|
|
| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.5 | $679k | 15k | 46.05 |
|
|
| At&t (T) | 0.5 | $678k | -7% | 24k | 28.24 |
|
| Agree Realty Corporation (ADC) | 0.5 | $672k | +8% | 9.5k | 71.04 |
|
| Invesco Preferred Etf Etf (PGX) | 0.4 | $656k | 57k | 11.60 |
|
|
| Travelers Companies (TRV) | 0.4 | $653k | 2.3k | 279.18 |
|
|
| Invitation Homes (INVH) | 0.4 | $650k | +6% | 22k | 29.33 |
|
| Starwood Property Trust (STWD) | 0.4 | $638k | 33k | 19.37 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $615k | 5.5k | 112.75 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $602k | +21% | 3.0k | 203.61 |
|
| General Dynamics Corporation (GD) | 0.4 | $598k | +39% | 1.8k | 341.00 |
|
| Lear Corporation (LEA) | 0.4 | $591k | 5.9k | 100.61 |
|
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| Hercules Capital Cef (HTGC) | 0.4 | $587k | 31k | 18.91 |
|
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| T. Rowe Price Floating Rate Etf Etf (TFLR) | 0.4 | $578k | +7% | 11k | 51.46 |
|
| Cheniere Energy (LNG) | 0.4 | $576k | 2.5k | 234.98 |
|
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| Public Service Enterprise (PEG) | 0.4 | $560k | +7% | 6.7k | 83.46 |
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| Dominion Resources (D) | 0.4 | $558k | 9.1k | 61.17 |
|
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| Ralph Lauren Corp (RL) | 0.4 | $540k | -3% | 1.7k | 313.56 |
|
| DiamondRock Hospitality Company (DRH) | 0.4 | $540k | +2% | 68k | 7.96 |
|
| Williams Companies (WMB) | 0.4 | $522k | -42% | 8.2k | 63.35 |
|
| Johnson & Johnson (JNJ) | 0.4 | $516k | 2.8k | 185.39 |
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| Garmin (GRMN) | 0.3 | $513k | -6% | 2.1k | 246.16 |
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| New Residential Investment (RITM) | 0.3 | $511k | 45k | 11.39 |
|
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| Ryder System (R) | 0.3 | $503k | 2.7k | 188.64 |
|
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| Altria (MO) | 0.3 | $502k | 7.6k | 66.06 |
|
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $467k | -27% | 19k | 24.40 |
|
| Shift4 Pmts Inc 6 Ser A Cnv Pref PFD (FOUR.PA) | 0.3 | $466k | NEW | 4.9k | 94.87 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $463k | 3.7k | 124.34 |
|
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| Pinnacle West Capital Corporation (PNW) | 0.3 | $463k | +2% | 5.2k | 89.66 |
|
| MercadoLibre (MELI) | 0.3 | $461k | 197.00 | 2337.44 |
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| Dupont De Nemours (DD) | 0.3 | $460k | 5.9k | 77.90 |
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| Abbott Laboratories (ABT) | 0.3 | $460k | 3.4k | 133.96 |
|
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| Viatris (VTRS) | 0.3 | $457k | +8617% | 46k | 9.90 |
|
| Cousins Properties (CUZ) | 0.3 | $438k | +8% | 15k | 28.94 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $434k | +101% | 16k | 27.30 |
|
| Hannon Armstrong (HASI) | 0.3 | $429k | 14k | 30.70 |
|
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| Gaming & Leisure Pptys (GLPI) | 0.3 | $425k | 9.1k | 46.61 |
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| Citizens Financial (CFG) | 0.3 | $421k | 7.9k | 53.16 |
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| Enterprise Products Partners (EPD) | 0.3 | $417k | 13k | 31.27 |
|
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| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.3 | $417k | 4.4k | 95.20 |
|
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| Oneok (OKE) | 0.3 | $416k | 5.7k | 72.97 |
|
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| Global X U.s. Preferred Etf Etf (PFFD) | 0.3 | $412k | +26% | 21k | 19.43 |
|
| Darden Restaurants (DRI) | 0.3 | $407k | 2.1k | 190.36 |
|
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| SYSCO Corporation (SYY) | 0.3 | $404k | +2% | 4.9k | 82.34 |
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| Alexander & Baldwin (ALEX) | 0.3 | $397k | +3% | 22k | 18.19 |
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| Global X Emerging Markets Bond Etf Etf (EMBD) | 0.3 | $395k | +12% | 17k | 23.79 |
|
| Constellation Brands (STZ) | 0.3 | $389k | +2% | 2.9k | 134.67 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $388k | +7% | 2.1k | 183.73 |
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| Spdr Gold Shares Etf (GLD) | 0.3 | $385k | +19% | 1.1k | 355.47 |
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| Newtek Business Svcs (NEWT) | 0.3 | $385k | 34k | 11.45 |
|
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| Magna Intl Inc cl a (MGA) | 0.3 | $380k | 8.0k | 47.38 |
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| Vail Resorts (MTN) | 0.3 | $379k | +25210% | 2.5k | 149.57 |
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| Cardinal Health (CAH) | 0.3 | $371k | -29% | 2.4k | 156.96 |
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| Microchip Technology (MCHP) | 0.2 | $367k | +265% | 5.7k | 64.22 |
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| Tanger Factory Outlet Centers (SKT) | 0.2 | $351k | 10k | 33.84 |
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| Air Products & Chemicals (APD) | 0.2 | $340k | 1.2k | 272.72 |
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| Totalenergies Se Etf (TTE) | 0.2 | $333k | 5.6k | 59.69 |
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| Hasbro (HAS) | 0.2 | $331k | 4.4k | 75.85 |
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| Ishares Russell 2500 Etf Etf (SMMD) | 0.2 | $331k | +2% | 4.5k | 73.73 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $325k | 671.00 | 485.02 |
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| V.F. Corporation (VFC) | 0.2 | $316k | +5% | 22k | 14.43 |
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| Best Buy (BBY) | 0.2 | $302k | +3% | 4.0k | 75.62 |
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| Bk Nova Cad (BNS) | 0.2 | $301k | +2% | 4.7k | 64.65 |
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| Dentsply Sirona (XRAY) | 0.2 | $298k | +7% | 24k | 12.69 |
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| Marvell Technology (MRVL) | 0.2 | $279k | +51% | 3.3k | 84.07 |
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| Vaneck Short High Yield Muni Etf Etf (SHYD) | 0.2 | $267k | -9% | 12k | 22.90 |
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| Innovative Industria A (IIPR) | 0.2 | $258k | 4.8k | 53.58 |
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| Tesla Motors (TSLA) | 0.2 | $256k | 576.00 | 444.49 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $250k | 808.00 | 309.74 |
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| Healthequity (HQY) | 0.2 | $250k | +26% | 2.6k | 94.77 |
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| Unitil Corporation (UTL) | 0.2 | $247k | -5% | 5.2k | 47.86 |
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| Micron Technology (MU) | 0.2 | $246k | +5% | 1.5k | 167.33 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.2 | $243k | 12k | 20.93 |
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| Four Corners Ppty Tr (FCPT) | 0.2 | $236k | +2% | 9.7k | 24.40 |
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| Valero Energy Corporation (VLO) | 0.2 | $234k | 1.4k | 170.26 |
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| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.2 | $234k | -25% | 2.8k | 82.96 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $224k | -3% | 11k | 19.57 |
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| Cisco Systems (CSCO) | 0.1 | $220k | 3.2k | 68.42 |
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| GXO Logistics (GXO) | 0.1 | $214k | 4.0k | 52.89 |
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| Boston Beer Company (SAM) | 0.1 | $212k | +10% | 1.0k | 211.42 |
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| American Express Company (AXP) | 0.1 | $212k | 639.00 | 331.90 |
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| Expedia (EXPE) | 0.1 | $209k | +2% | 977.00 | 213.75 |
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| MKS Instruments (MKSI) | 0.1 | $208k | 1.7k | 123.74 |
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| CVS Caremark Corporation (CVS) | 0.1 | $206k | +6% | 2.7k | 75.39 |
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| H&R Block (HRB) | 0.1 | $202k | -3% | 4.0k | 50.57 |
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| Automatic Data Processing (ADP) | 0.1 | $201k | 685.00 | 293.50 |
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| Schwab High Yield Bond Etf Etf (SCYB) | 0.1 | $201k | NEW | 7.5k | 26.73 |
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| UnitedHealth (UNH) | 0.1 | $200k | +140% | 578.00 | 345.30 |
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| Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) | 0.1 | $197k | 4.3k | 45.57 |
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| Ciena Corporation (CIEN) | 0.1 | $197k | -35% | 1.4k | 145.69 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $196k | -2% | 770.00 | 254.05 |
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| Lam Research (LRCX) | 0.1 | $194k | 1.5k | 133.90 |
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| NVIDIA Corporation (NVDA) | 0.1 | $194k | 1.0k | 186.52 |
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| Magnite Ord (MGNI) | 0.1 | $192k | -21% | 8.8k | 21.78 |
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| Coherent Corp (COHR) | 0.1 | $190k | +2% | 1.8k | 107.74 |
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| Enbridge (ENB) | 0.1 | $189k | -2% | 3.8k | 50.46 |
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| Entegris (ENTG) | 0.1 | $187k | 2.0k | 92.46 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $187k | +3% | 2.4k | 77.39 |
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| Flex Lng (FLNG) | 0.1 | $181k | +4% | 7.2k | 25.20 |
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| Paypal Holdings (PYPL) | 0.1 | $181k | 2.7k | 67.06 |
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| Lennar Corporation (LEN) | 0.1 | $177k | +12% | 1.4k | 126.06 |
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| Dick's Sporting Goods (DKS) | 0.1 | $176k | -24% | 794.00 | 222.22 |
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| Uber Technologies (UBER) | 0.1 | $176k | 1.8k | 97.98 |
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| Miller Industries (MLR) | 0.1 | $175k | -4% | 4.3k | 40.42 |
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| Avantis International Equity Etf Etf (AVDE) | 0.1 | $174k | +2% | 2.2k | 78.90 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $172k | -3% | 1.4k | 126.77 |
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| Amkor Technology (AMKR) | 0.1 | $169k | -21% | 6.0k | 28.40 |
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| Visa (V) | 0.1 | $169k | 496.00 | 341.37 |
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| Fidelity National Information Services (FIS) | 0.1 | $164k | 2.5k | 65.94 |
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| Cognex Corporation (CGNX) | 0.1 | $161k | +44% | 3.6k | 45.30 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $161k | 383.00 | 419.21 |
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| Vita Coco Co Inc/the (COCO) | 0.1 | $158k | -14% | 3.7k | 42.47 |
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| Hexcel Corporation (HXL) | 0.1 | $158k | -3% | 2.5k | 62.70 |
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| FedEx Corporation (FDX) | 0.1 | $157k | 667.00 | 235.92 |
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| Analog Devices (ADI) | 0.1 | $157k | +29% | 639.00 | 245.81 |
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| Compass (COMP) | 0.1 | $154k | 19k | 8.03 |
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| Teradyne (TER) | 0.1 | $149k | 1.1k | 137.64 |
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| Celsius Holdings (CELH) | 0.1 | $147k | -24% | 2.5k | 57.49 |
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| Nextracker (NXT) | 0.1 | $146k | 2.0k | 73.99 |
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| Kroger (KR) | 0.1 | $143k | 2.1k | 67.41 |
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| Tg Therapeutics (TGTX) | 0.1 | $142k | -4% | 3.9k | 36.12 |
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| Applied Materials (AMAT) | 0.1 | $140k | -16% | 683.00 | 204.74 |
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| Allegro Microsystems Ord (ALGM) | 0.1 | $140k | -3% | 4.8k | 29.20 |
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| Eli Lilly & Co. (LLY) | 0.1 | $138k | -7% | 181.00 | 761.94 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $138k | 1.6k | 88.76 |
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| Diamondback Energy (FANG) | 0.1 | $137k | -2% | 960.00 | 143.03 |
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| Fortis (FTS) | 0.1 | $137k | +5% | 2.7k | 50.74 |
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| Regal-beloit Corporation (RRX) | 0.1 | $135k | +8% | 944.00 | 143.44 |
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| American Electric Power Company (AEP) | 0.1 | $133k | -3% | 1.2k | 112.50 |
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| Global Payments (GPN) | 0.1 | $131k | 1.6k | 83.08 |
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| Dover Corporation (DOV) | 0.1 | $130k | 781.00 | 166.83 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $129k | -11% | 2.4k | 53.40 |
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| Bassett Furniture Industries (BSET) | 0.1 | $128k | 8.2k | 15.64 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $128k | 911.00 | 140.38 |
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| Epam Systems (EPAM) | 0.1 | $127k | +95% | 840.00 | 150.79 |
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| Dell Technologies (DELL) | 0.1 | $125k | NEW | 882.00 | 141.77 |
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| Procter & Gamble Company (PG) | 0.1 | $125k | 811.00 | 153.65 |
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| Okta Inc cl a (OKTA) | 0.1 | $124k | +76% | 1.4k | 91.70 |
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| Pinterest Inc Cl A (PINS) | 0.1 | $122k | +2% | 3.8k | 32.17 |
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| Fastenal Company (FAST) | 0.1 | $122k | 2.5k | 49.03 |
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| Generac Holdings (GNRC) | 0.1 | $122k | 726.00 | 167.40 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $120k | -3% | 241.00 | 499.21 |
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| Emerson Electric (EMR) | 0.1 | $120k | 914.00 | 131.18 |
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| Eastern Bankshares (EBC) | 0.1 | $119k | 6.5k | 18.15 |
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| salesforce (CRM) | 0.1 | $118k | +356% | 498.00 | 236.85 |
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| Copart (CPRT) | 0.1 | $117k | -11% | 2.6k | 44.97 |
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| Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) | 0.1 | $117k | +5% | 5.0k | 23.08 |
|
| UMB Financial Corporation (UMBF) | 0.1 | $116k | +8790% | 978.00 | 118.35 |
|
| Hudson Technologies (HDSN) | 0.1 | $114k | 12k | 9.93 |
|
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| Bank of New York Mellon Corporation (BK) | 0.1 | $114k | -12% | 1.0k | 108.96 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $113k | 320.00 | 352.75 |
|
|
| Zebra Technologies (ZBRA) | 0.1 | $113k | 379.00 | 297.16 |
|
|
| Entergy Corporation (ETR) | 0.1 | $112k | 1.2k | 93.19 |
|
|
| Tactile Systems Technology, In (TCMD) | 0.1 | $112k | 8.1k | 13.84 |
|
|
| Boston Properties (BXP) | 0.1 | $111k | 1.5k | 74.34 |
|
|
| International Flavors & Fragrances (IFF) | 0.1 | $110k | 1.8k | 61.54 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $108k | 220.00 | 491.25 |
|
|
| Twilio Inc cl a (TWLO) | 0.1 | $108k | 1.1k | 100.09 |
|
|
| Gorman-Rupp Company (GRC) | 0.1 | $108k | NEW | 2.3k | 46.41 |
|
| Tarsus Pharmaceuticals (TARS) | 0.1 | $108k | 1.8k | 59.43 |
|
|
| Canadian Natl Ry (CNI) | 0.1 | $107k | 1.1k | 94.30 |
|
|
| Power Integrations (POWI) | 0.1 | $107k | NEW | 2.7k | 40.21 |
|
| Global Foundries (GFS) | 0.1 | $107k | NEW | 3.0k | 35.84 |
|
| General Electric (GE) | 0.1 | $105k | 350.00 | 300.51 |
|
|
| TowneBank (TOWN) | 0.1 | $105k | 3.0k | 34.57 |
|
|
| Canadian Pacific Kansas City (CP) | 0.1 | $105k | 1.4k | 74.49 |
|
|
| Netflix (NFLX) | 0.1 | $103k | 86.00 | 1195.59 |
|
|
| NetGear (NTGR) | 0.1 | $102k | 3.1k | 32.39 |
|
|
| Rockwell Automation (ROK) | 0.1 | $100k | 287.00 | 349.53 |
|
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| PDF Solutions (PDFS) | 0.1 | $100k | 3.9k | 25.82 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $99k | 610.00 | 161.82 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $98k | NEW | 1.2k | 83.82 |
|
| Hartford Financial Services (HIG) | 0.1 | $98k | 733.00 | 133.42 |
|
|
| Equity Residential (EQR) | 0.1 | $98k | +4% | 1.5k | 64.73 |
|
| Q2 Holdings (QTWO) | 0.1 | $98k | 1.3k | 72.39 |
|
|
| Ida (IDA) | 0.1 | $97k | +2% | 735.00 | 132.15 |
|
| T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) | 0.1 | $96k | +57% | 1.9k | 49.83 |
|
| AZZ Incorporated (AZZ) | 0.1 | $96k | 878.00 | 109.13 |
|
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $96k | 800.00 | 119.51 |
|
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| PriceSmart (PSMT) | 0.1 | $94k | 779.00 | 121.19 |
|
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| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.1 | $92k | 3.1k | 29.62 |
|
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| Valvoline Inc Common (VVV) | 0.1 | $91k | -4% | 2.5k | 35.91 |
|
| Toast (TOST) | 0.1 | $90k | -2% | 2.5k | 36.51 |
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| Investors Title Company (ITIC) | 0.1 | $89k | 333.00 | 267.83 |
|
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| Trade Desk (TTD) | 0.1 | $88k | +64% | 1.8k | 49.02 |
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| Servicenow (NOW) | 0.1 | $88k | +4650% | 95.00 | 924.21 |
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| InterDigital (IDCC) | 0.1 | $86k | 249.00 | 345.23 |
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Past Filings by 1620 Investment Advisors
SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021
- 1620 Investment Advisors 2025 Q3 filed Oct. 7, 2025
- 1620 Investment Advisors 2025 Q2 filed Aug. 7, 2025
- 1620 Investment Advisors 2025 Q1 filed May 14, 2025
- 1620 Investment Advisors 2024 Q4 filed Feb. 11, 2025
- 1620 Investment Advisors 2024 Q3 filed Oct. 25, 2024
- 1620 Investment Advisors 2024 Q2 filed July 23, 2024
- 1620 Investment Advisors 2024 Q1 filed May 13, 2024
- 1620 Investment Advisors 2023 Q4 filed Feb. 9, 2024
- 1620 Investment Advisors 2023 Q3 filed Nov. 9, 2023
- 1620 Investment Advisors 2023 Q2 filed Aug. 14, 2023
- 1620 Investment Advisors 2023 Q1 filed May 10, 2023
- 1620 Investment Advisors 2022 Q4 filed Feb. 14, 2023
- 1620 Investment Advisors 2022 Q3 filed Nov. 14, 2022
- 1620 Investment Advisors 2022 Q2 filed Aug. 9, 2022
- 1620 Investment Advisors 2022 Q1 filed May 16, 2022
- 1620 Investment Advisors 2021 Q4 filed May 16, 2022