1620 Investment Advisors

Latest statistics and disclosures from 1620 Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by 1620 Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for 1620 Investment Advisors

1620 Investment Advisors holds 647 positions in its portfolio as reported in the December 2025 quarterly 13F filing

1620 Investment Advisors has 647 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 3.1 $4.7M +3% 140k 33.81
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Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) 2.6 $3.9M 43k 90.67
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Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 2.3 $3.5M 36k 96.16
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Freedom 100 Emerging Markets Etf Etf (FRDM) 2.1 $3.2M -2% 62k 51.27
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State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 2.1 $3.1M 106k 29.28
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Tri Contl Corp Cef (TY) 2.0 $3.0M 92k 32.66
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Avantis Emerging Markets Value Etf Etf (AVES) 2.0 $2.9M +22355% 51k 58.31
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JPMorgan Chase & Co. (JPM) 1.9 $2.9M -10% 8.9k 322.25
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Apple (AAPL) 1.7 $2.6M -2% 9.4k 271.87
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) 1.7 $2.6M 48k 52.88
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TJX Companies (TJX) 1.6 $2.5M -3% 16k 153.61
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Schwab Us Tips Etf Etf (SCHP) 1.6 $2.4M 90k 26.49
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Janus Henderson Securitized Income Etf Etf (JSI) 1.5 $2.3M +3% 44k 52.06
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Raytheon Technologies Corp (RTX) 1.5 $2.2M 12k 183.41
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Taiwan Semiconductor Mfg (TSM) 1.4 $2.1M 7.0k 303.89
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Microsoft Corporation (MSFT) 1.3 $2.0M 4.2k 483.73
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Ishares Short-term National Muni Bond Etf Etf (SUB) 1.2 $1.8M 17k 106.70
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Abbvie (ABBV) 1.1 $1.7M 7.5k 228.50
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State Street Doubleline Total Return Tactical Etf Etf (TOTL) 1.0 $1.6M -7% 39k 40.25
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Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 1.0 $1.5M 53k 29.36
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John Hancock Preferred Income Etf Etf (JHPI) 1.0 $1.4M +5% 63k 22.84
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Novartis (NVS) 0.8 $1.2M 9.0k 137.87
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State Street Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) 0.8 $1.2M 29k 43.32
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Vaneck Intermediate Muni Etf Etf (ITM) 0.8 $1.2M 26k 47.16
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Seagate Technology (STX) 0.8 $1.2M -38% 4.4k 275.39
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Chevron Corporation (CVX) 0.8 $1.2M 7.9k 152.42
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Medtronic (MDT) 0.8 $1.2M 12k 96.06
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Schwab Intermediate-term Us Treasury Etf Etf (SCHR) 0.8 $1.1M -5% 45k 25.08
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Epr Properties (EPR) 0.7 $1.1M -4% 22k 49.90
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Corning Incorporated (GLW) 0.7 $1.0M -2% 12k 87.56
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Powell Industries (POWL) 0.7 $1.0M 3.2k 318.78
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Pimco Active Bond Exchange-traded Fund Etf (BOND) 0.7 $1.0M -5% 11k 93.08
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Verizon Communications (VZ) 0.7 $994k -5% 24k 40.73
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Southern Company (SO) 0.7 $991k 11k 87.21
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Berkshire Hathaway (BRK.B) 0.6 $945k -3% 1.9k 502.81
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State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS) 0.6 $940k 5.4k 174.19
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Johnson Controls International Plc equity (JCI) 0.6 $938k 7.8k 119.75
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International Business Machines (IBM) 0.6 $921k 3.1k 296.30
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Bristol Myers Squibb (BMY) 0.6 $917k -7% 17k 53.94
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AstraZeneca 0.6 $913k 9.9k 91.93
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Lincoln National Corporation (LNC) 0.6 $912k 21k 44.53
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Pfizer (PFE) 0.6 $906k -10% 36k 24.90
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Vaneck Morningstar Wide Moat Etf Etf (MOAT) 0.6 $900k +2% 8.7k 103.56
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Marathon Petroleum Corp (MPC) 0.6 $899k 5.5k 162.65
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Eaton (ETN) 0.6 $893k -3% 2.8k 318.51
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Federated Investors (FHI) 0.6 $888k -2% 17k 52.07
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Alphabet Inc Class A cs (GOOGL) 0.6 $877k 2.8k 313.03
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Monro Muffler Brake (MNRO) 0.6 $857k -15% 43k 20.04
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Ares Capital Corp Cef (ARCC) 0.6 $847k 42k 20.23
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Wal-Mart Stores (WMT) 0.6 $839k -4% 7.5k 111.42
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Gilead Sciences (GILD) 0.5 $795k 6.5k 122.74
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Broadcom (AVGO) 0.5 $793k -2% 2.3k 346.18
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Blackstone Group Inc Com Cl A (BX) 0.5 $790k 5.1k 154.16
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Amazon (AMZN) 0.5 $786k 3.4k 230.82
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Tapestry (TPR) 0.5 $764k -3% 6.0k 127.79
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Tortoise Energy Infra Corp Cef (TYG) 0.5 $757k 19k 40.90
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NetApp (NTAP) 0.5 $751k 7.0k 107.10
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Pepsi (PEP) 0.5 $747k 5.2k 143.53
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Home Depot (HD) 0.5 $745k 2.2k 344.10
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Walt Disney Company (DIS) 0.5 $742k 6.5k 113.77
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Kinder Morgan (KMI) 0.5 $740k 27k 27.49
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Truist Financial Corp equities (TFC) 0.5 $688k -16% 14k 49.21
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Agree Realty Corporation (ADC) 0.5 $683k 9.5k 72.04
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Travelers Companies (TRV) 0.5 $679k 2.3k 290.14
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Mondelez Int (MDLZ) 0.4 $665k 12k 53.83
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RPM International (RPM) 0.4 $665k 6.4k 104.01
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Lear Corporation (LEA) 0.4 $662k 5.8k 114.60
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Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.4 $660k -2% 14k 45.66
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Exxon Mobil Corporation (XOM) 0.4 $656k 5.5k 120.34
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Invesco Preferred Etf Etf (PGX) 0.4 $626k 56k 11.24
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T. Rowe Price Floating Rate Etf Etf (TFLR) 0.4 $624k +8% 12k 51.40
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DiamondRock Hospitality Company (DRH) 0.4 $610k 68k 8.96
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Invitation Homes (INVH) 0.4 $601k -2% 22k 27.79
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Ralph Lauren Corp (RL) 0.4 $596k -2% 1.7k 353.61
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At&t (T) 0.4 $595k 24k 24.84
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Starwood Property Trust (STWD) 0.4 $585k 33k 18.01
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Hercules Capital Cef (HTGC) 0.4 $583k 31k 18.82
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General Dynamics Corporation (GD) 0.4 $581k 1.7k 336.66
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Johnson & Johnson (JNJ) 0.4 $577k 2.8k 206.99
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Viatris (VTRS) 0.4 $575k 46k 12.45
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OUTFRONT Media (OUT) 0.4 $555k +2227% 23k 24.10
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Palo Alto Networks (PANW) 0.4 $546k 3.0k 184.25
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Public Service Enterprise (PEG) 0.4 $538k 6.7k 80.30
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Dominion Resources (D) 0.4 $534k 9.1k 58.59
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Oracle Corporation (ORCL) 0.3 $520k 2.7k 194.97
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Ryder System (R) 0.3 $510k 2.7k 191.39
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Cardinal Health (CAH) 0.3 $500k +2% 2.4k 205.50
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Williams Companies (WMB) 0.3 $495k 8.2k 60.11
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AES Corporation (AES) 0.3 $491k NEW 34k 14.34
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New Residential Investment (RITM) 0.3 $489k 45k 10.90
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Cheniere Energy (LNG) 0.3 $478k 2.5k 194.39
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Pinnacle West Capital Corporation (PNW) 0.3 $465k 5.2k 88.70
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Citizens Financial (CFG) 0.3 $462k 7.9k 58.41
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.3 $458k 19k 24.37
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Scotts Miracle-Gro Company (SMG) 0.3 $439k NEW 7.5k 58.35
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Magna Intl Inc cl a (MGA) 0.3 $439k +2% 8.2k 53.30
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Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $438k +3% 4.6k 96.29
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Spdr Gold Shares Etf (GLD) 0.3 $438k 1.1k 396.31
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Alexander & Baldwin (ALEX) 0.3 $434k -3% 21k 20.64
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Abbott Laboratories (ABT) 0.3 $432k 3.4k 125.31
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Global X U.s. Preferred Etf Etf (PFFD) 0.3 $427k +6% 23k 18.91
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Enterprise Products Partners (EPD) 0.3 $427k 13k 32.06
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Global X Emerging Markets Bond Etf Etf (EMBD) 0.3 $417k +4% 17k 24.01
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Garmin (GRMN) 0.3 $408k -3% 2.0k 202.90
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Darden Restaurants (DRI) 0.3 $403k +2% 2.2k 184.02
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MercadoLibre (MELI) 0.3 $395k 196.00 2014.69
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Thermo Fisher Scientific (TMO) 0.3 $388k 669.00 579.45
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.3 $379k -12% 14k 27.43
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Texas Instruments Incorporated (TXN) 0.2 $365k 2.1k 173.49
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Totalenergies Se Etf (TTE) 0.2 $364k NEW 5.6k 65.42
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V.F. Corporation (VFC) 0.2 $363k -8% 20k 18.08
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Constellation Brands (STZ) 0.2 $361k -9% 2.6k 137.98
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Shift4 Pmts Inc 6 Ser A Cnv Pref PFD (FOUR.PA) 0.2 $361k -8% 4.5k 80.01
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Cousins Properties (CUZ) 0.2 $359k -8% 14k 25.78
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Hasbro (HAS) 0.2 $358k 4.4k 82.00
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Hannon Armstrong (HASI) 0.2 $358k -18% 11k 31.43
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Ishares Russell 2500 Etf Etf (SMMD) 0.2 $354k +5% 4.7k 74.94
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Micron Technology (MU) 0.2 $350k -16% 1.2k 285.42
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Tanger Factory Outlet Centers (SKT) 0.2 $345k 10k 33.37
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Bk Nova Cad (BNS) 0.2 $343k 4.7k 73.69
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Vail Resorts (MTN) 0.2 $330k 2.5k 132.80
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Kimberly-Clark Corporation (KMB) 0.2 $326k -13% 3.2k 100.89
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Altria (MO) 0.2 $326k -25% 5.7k 57.66
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Coherent Corp (COHR) 0.2 $325k 1.8k 184.61
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $315k +1428% 5.5k 57.24
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Oneok (OKE) 0.2 $309k -26% 4.2k 73.50
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Air Products & Chemicals (APD) 0.2 $306k 1.2k 247.02
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Marvell Technology (MRVL) 0.2 $282k 3.3k 84.98
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Newtek Business Svcs (NEWT) 0.2 $280k -26% 25k 11.35
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Expedia (EXPE) 0.2 $274k 968.00 283.31
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SYSCO Corporation (SYY) 0.2 $267k -26% 3.6k 73.70
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Qnity Electronics (Q) 0.2 $262k NEW 3.2k 81.65
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Tesla Motors (TSLA) 0.2 $259k 575.00 450.27
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Healthequity (HQY) 0.2 $248k +2% 2.7k 91.61
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Lam Research (LRCX) 0.2 $247k 1.4k 171.18
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Vaneck Short High Yield Muni Etf Etf (SHYD) 0.2 $242k -9% 11k 22.91
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Dupont De Nemours (DD) 0.2 $236k 5.9k 40.20
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Fidelity National Information Services (FIS) 0.2 $236k +42% 3.5k 66.46
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Best Buy (BBY) 0.2 $235k -12% 3.5k 66.93
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Cisco Systems (CSCO) 0.2 $234k -5% 3.0k 77.03
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $234k 2.8k 82.82
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Tactile Systems Technology, In (TCMD) 0.2 $232k 8.0k 29.00
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Amkor Technology (AMKR) 0.2 $230k -2% 5.8k 39.48
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Unitil Corporation (UTL) 0.2 $225k -9% 4.7k 48.44
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American Express Company (AXP) 0.2 $225k -4% 608.00 370.26
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Four Corners Ppty Tr (FCPT) 0.1 $225k 9.7k 23.06
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Compass (COMP) 0.1 $224k +10% 21k 10.57
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Valero Energy Corporation (VLO) 0.1 $224k 1.4k 162.79
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Dentsply Sirona (XRAY) 0.1 $222k -17% 19k 11.43
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Invesco Senior Loan Etf Etf (BKLN) 0.1 $218k -10% 10k 21.00
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Emerson Electric (EMR) 0.1 $216k +78% 1.6k 132.72
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GXO Logistics (GXO) 0.1 $215k 4.1k 52.64
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Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $215k 765.00 281.30
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CVS Caremark Corporation (CVS) 0.1 $213k 2.7k 79.36
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Arthur J. Gallagher & Co. (AJG) 0.1 $209k 808.00 258.79
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Ciena Corporation (CIEN) 0.1 $208k -34% 889.00 233.91
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Innovative Industria A (IIPR) 0.1 $205k -10% 4.3k 47.37
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Shift4 Payments Cl A Ord (FOUR) 0.1 $203k +33% 3.2k 62.98
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Vita Coco Co Inc/the (COCO) 0.1 $197k 3.7k 53.01
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Boston Beer Company (SAM) 0.1 $193k 990.00 195.13
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FedEx Corporation (FDX) 0.1 $192k 663.00 289.00
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UnitedHealth (UNH) 0.1 $191k 578.00 330.11
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Hexcel Corporation (HXL) 0.1 $187k 2.5k 73.90
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United Therapeutics Corporation (UTHR) 0.1 $187k 384.00 487.25
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Flex Lng (FLNG) 0.1 $185k +3% 7.4k 24.95
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NVIDIA Corporation (NVDA) 0.1 $184k -5% 986.00 186.62
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Analog Devices (ADI) 0.1 $182k +5% 671.00 271.31
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Enbridge (ENB) 0.1 $182k 3.8k 47.83
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Avantis International Equity Etf Etf (AVDE) 0.1 $182k 2.2k 82.32
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Visa (V) 0.1 $176k 502.00 351.40
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Automatic Data Processing (ADP) 0.1 $176k 685.00 257.23
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Applied Materials (AMAT) 0.1 $176k 683.00 256.99
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Epam Systems (EPAM) 0.1 $172k 840.00 204.88
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Nextracker (NXT) 0.1 $172k 2.0k 87.11
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Eli Lilly & Co. (LLY) 0.1 $171k -12% 158.00 1079.78
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H&R Block (HRB) 0.1 $166k -4% 3.8k 43.59
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Cullen/Frost Bankers (CFR) 0.1 $164k -4% 1.3k 126.63
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Entegris (ENTG) 0.1 $163k -4% 1.9k 84.25
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Graphic Packaging Holding Company (GPK) 0.1 $161k -6% 11k 15.06
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Clorox Company (CLX) 0.1 $159k NEW 1.6k 100.83
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Teradyne (TER) 0.1 $155k -25% 800.00 193.56
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Dick's Sporting Goods (DKS) 0.1 $154k -2% 777.00 197.97
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Twilio Inc cl a (TWLO) 0.1 $154k 1.1k 142.24
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Schwab High Yield Bond Etf Etf (SCYB) 0.1 $153k -22% 5.8k 26.42
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Dover Corporation (DOV) 0.1 $152k 780.00 195.24
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Miller Industries (MLR) 0.1 $152k -6% 4.1k 37.37
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Ss&c Technologies Holding (SSNC) 0.1 $150k +10% 1.7k 87.42
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Tarsus Pharmaceuticals (TARS) 0.1 $148k 1.8k 81.88
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Lennar Corporation (LEN) 0.1 $148k +2% 1.4k 102.82
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Uber Technologies (UBER) 0.1 $147k 1.8k 81.72
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Magnite Ord (MGNI) 0.1 $145k 9.0k 16.23
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Regal-beloit Corporation (RRX) 0.1 $143k +8% 1.0k 140.32
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Diamondback Energy (FANG) 0.1 $143k 952.00 150.41
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MKS Instruments (MKSI) 0.1 $143k -46% 893.00 159.92
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Fortis (FTS) 0.1 $141k 2.7k 51.94
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Dell Technologies (DELL) 0.1 $137k +23% 1.1k 125.88
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American Electric Power Company (AEP) 0.1 $136k 1.2k 115.31
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Bassett Furniture Industries (BSET) 0.1 $135k 8.1k 16.76
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salesforce (CRM) 0.1 $134k 504.00 265.27
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Paypal Holdings (PYPL) 0.1 $133k -15% 2.3k 58.38
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Advanced Micro Devices (AMD) 0.1 $133k 620.00 214.20
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Eastern Bankshares (EBC) 0.1 $131k +8% 7.1k 18.43
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Neurocrine Biosciences (NBIX) 0.1 $129k 912.00 141.83
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Keurig Dr Pepper (KDP) 0.1 $127k +37% 4.5k 28.02
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Cognex Corporation (CGNX) 0.1 $127k 3.5k 35.98
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T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) 0.1 $126k +31% 2.5k 49.86
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Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $124k -6% 2.3k 54.71
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Kroger (KR) 0.1 $124k -7% 2.0k 62.48
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Bank of New York Mellon Corporation (BK) 0.1 $121k 1.0k 116.09
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Allegro Microsystems Ord (ALGM) 0.1 $121k -4% 4.6k 26.38
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TowneBank (TOWN) 0.1 $120k +18% 3.6k 33.37
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Okta Inc cl a (OKTA) 0.1 $119k 1.4k 86.47
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Tg Therapeutics (TGTX) 0.1 $118k 4.0k 29.81
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Lockheed Martin Corporation (LMT) 0.1 $117k 241.00 483.67
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Procter & Gamble Company (PG) 0.1 $116k 811.00 143.31
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Celsius Holdings (CELH) 0.1 $116k 2.5k 45.74
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Solstice Advanced Matls (SOLS) 0.1 $114k NEW 2.4k 48.58
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UMB Financial Corporation (UMBF) 0.1 $113k 978.00 115.04
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Adobe Systems Incorporated (ADBE) 0.1 $112k 320.00 349.99
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Rockwell Automation (ROK) 0.1 $112k 287.00 389.07
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Entergy Corporation (ETR) 0.1 $111k 1.2k 92.43
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PDF Solutions (PDFS) 0.1 $110k 3.9k 28.53
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Gorman-Rupp Company (GRC) 0.1 $110k 2.3k 47.75
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Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $110k -5% 4.8k 22.97
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Wells Fargo & Company (WFC) 0.1 $109k 1.2k 93.20
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General Electric (GE) 0.1 $108k 349.00 308.60
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Global Foundries (GFS) 0.1 $105k 3.0k 34.92
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International Flavors & Fragrances (IFF) 0.1 $104k -13% 1.5k 67.39
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Copart (CPRT) 0.1 $102k 2.6k 39.15
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Generac Holdings (GNRC) 0.1 $102k +2% 747.00 136.37
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Canadian Pacific Kansas City (CP) 0.1 $102k 1.4k 73.63
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Fastenal Company (FAST) 0.1 $100k 2.5k 40.14
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Q2 Holdings (QTWO) 0.1 $100k +2% 1.4k 72.16
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Hartford Financial Services (HIG) 0.1 $99k -2% 717.00 137.83
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Alphabet Inc Class C cs (GOOG) 0.1 $98k 312.00 314.77
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Ameriprise Financial (AMP) 0.1 $98k -9% 200.00 490.34
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Equity Residential (EQR) 0.1 $97k 1.5k 63.04
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Ishares 3-7 Year Treasury Bond Etf Etf (IEI) 0.1 $97k 811.00 119.35
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PriceSmart (PSMT) 0.1 $96k 781.00 122.67
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Power Integrations (POWI) 0.1 $96k 2.7k 35.54
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Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) 0.1 $96k -6% 2.9k 33.02
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eBay (EBAY) 0.1 $95k NEW 1.1k 87.10
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State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) 0.1 $94k -52% 2.0k 45.71
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Ida (IDA) 0.1 $92k 723.00 126.56
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AZZ Incorporated (AZZ) 0.1 $91k -2% 853.00 107.18
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Amgen (AMGN) 0.1 $91k 277.00 328.27
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Microchip Technology (MCHP) 0.1 $90k -75% 1.4k 63.72
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Toast (TOST) 0.1 $89k +2% 2.5k 35.51
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Merck & Co (MRK) 0.1 $89k 842.00 105.28
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Schlumberger (SLB) 0.1 $87k 2.3k 38.38
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Past Filings by 1620 Investment Advisors

SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021