1620 Investment Advisors
Latest statistics and disclosures from 1620 Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, IEF, QEFA, SPDR DJ Wilshire Small Cap, TY, and represent 12.66% of 1620 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, HASI, HAS, GD, BNS, VFC, Marvell Technologies, MOAT, HQY, EFA.
- Started 134 new stock positions in RS, IDXX, PLTR, VOO, CDNS, AWK, HAS, LULU, SYK, Marvell Technologies.
- Reduced shares in these 10 stocks: ETN, JPM, SLB, BRK.B, SPTM, MSFT, XOM, Bank Of New York, SUB, HRB.
- Sold out of its positions in BGS, BTE, WRB, CNO, MODG, DRQ, Everest Reinsurance Holdings I, GMRE, DRIV, HAL.
- 1620 Investment Advisors was a net seller of stock by $-4.5M.
- 1620 Investment Advisors has $139M in assets under management (AUM), dropping by 6.26%.
- Central Index Key (CIK): 0001907281
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Portfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 705 positions in its portfolio as reported in the September 2024 quarterly 13F filing
1620 Investment Advisors has 705 total positions. Only the first 250 positions are shown.
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- Download the 1620 Investment Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Portfolio Intrmdt Term Corp Bd ETF Etf (SPIB) | 3.1 | $4.3M | +2% | 126k | 33.71 |
|
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 2.5 | $3.5M | 36k | 98.12 |
|
|
| SPDR MSCI EAFE StrategicFactors ETF Etf (QEFA) | 2.5 | $3.4M | 43k | 80.48 |
|
|
| SPDR S&P 600 Small Cap ETF Etf | 2.5 | $3.4M | 31.00 | 111105.03 |
|
|
| Tri Continental Corporation Etf (TY) | 2.1 | $2.9M | 88k | 33.04 |
|
|
| SPDR Ptf Short-Term Treasury ETF Etf (SPTS) | 2.1 | $2.9M | 98k | 29.41 |
|
|
| Apple (AAPL) | 1.6 | $2.2M | 9.7k | 233.01 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.2M | -15% | 11k | 210.87 |
|
| TJX Companies (TJX) | 1.6 | $2.2M | -3% | 19k | 117.54 |
|
| iShares Short Term Ntnl Muni Bond ETF Etf (SUB) | 1.5 | $2.1M | -10% | 20k | 106.19 |
|
| iShares Short-Term Corporate Bond ETF Etf (IGSB) | 1.5 | $2.1M | +3% | 40k | 52.66 |
|
| Microsoft Corporation (MSFT) | 1.5 | $2.1M | -13% | 4.8k | 430.30 |
|
| Freedom 100 Emerging Markets ETF Etf (FRDM) | 1.4 | $2.0M | 56k | 35.78 |
|
|
| Schwab U.S. TIPS ETF Etf (SCHP) | 1.4 | $2.0M | 36k | 53.63 |
|
|
| SPDR Doubleline Total Return Tactical ETF Etf (TOTL) | 1.2 | $1.7M | -2% | 40k | 41.40 |
|
| Abbvie (ABBV) | 1.1 | $1.5M | -9% | 7.6k | 197.49 |
|
| Raytheon Technologies Corp (RTX) | 1.1 | $1.5M | -4% | 12k | 121.16 |
|
| Vaneck Vectors Amt-Free Intermediate Mun I Etf (ITM) | 1.0 | $1.4M | 31k | 46.95 |
|
|
| VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) | 1.0 | $1.4M | 48k | 29.41 |
|
|
| Pepsi (PEP) | 1.0 | $1.3M | -3% | 7.8k | 170.05 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.9 | $1.3M | 7.5k | 173.67 |
|
|
| Verizon Communications (VZ) | 0.9 | $1.3M | -2% | 29k | 44.91 |
|
| International Business Machines (IBM) | 0.9 | $1.2M | 5.5k | 221.09 |
|
|
| SPDR Doubleline Emerging Mkts Fxd Inc ETF Etf (EMTL) | 0.8 | $1.2M | 27k | 43.49 |
|
|
| Chevron Corporation (CVX) | 0.8 | $1.2M | -7% | 7.9k | 147.27 |
|
| John Hancock Preferred Income ETF Etf (JHPI) | 0.8 | $1.2M | +2% | 50k | 23.24 |
|
| Corning Incorporated (GLW) | 0.8 | $1.1M | 25k | 45.15 |
|
|
| PIMCO Active Bond ETF Etf (BOND) | 0.8 | $1.1M | -16% | 11k | 94.61 |
|
| Eaton (ETN) | 0.8 | $1.0M | -40% | 3.2k | 331.44 |
|
| PP + L RESOURCES Holding | 0.7 | $1.0M | -13% | 4.7k | 221.99 |
|
| Novartis (NVS) | 0.7 | $1.0M | 8.8k | 115.02 |
|
|
| Southern Company (SO) | 0.7 | $1.0M | 11k | 90.18 |
|
|
| Microchip Technology (MCHP) | 0.7 | $927k | -7% | 12k | 80.29 |
|
| Marathon Petroleum Corp (MPC) | 0.7 | $905k | -7% | 5.6k | 162.92 |
|
| SPDR Ptf S&P 1500 Composite Stk Mkt ETF Etf (SPTM) | 0.6 | $873k | -26% | 362.00 | 2411.52 |
|
| SPDR MSCI USA StrategicFactors ETF Etf (QUS) | 0.6 | $873k | 5.5k | 157.55 |
|
|
| Home Depot (HD) | 0.6 | $867k | -3% | 2.1k | 405.20 |
|
| NetApp (NTAP) | 0.6 | $854k | -3% | 6.9k | 123.51 |
|
| Mondelez Int (MDLZ) | 0.6 | $831k | 11k | 73.67 |
|
|
| Ares Capital Corporation (ARCC) | 0.6 | $829k | 40k | 20.94 |
|
|
| Berkshire Hathaway (BRK.B) | 0.6 | $796k | -28% | 1.7k | 460.15 |
|
| Innovative Industria A (IIPR) | 0.6 | $784k | 5.8k | 134.60 |
|
|
| Invesco Preferred ETF Etf (PGX) | 0.6 | $770k | 62k | 12.35 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $763k | +2% | 5.0k | 153.13 |
|
| AstraZeneca (AZN) | 0.5 | $752k | 9.6k | 77.91 |
|
|
| Tortoise Energy Infrastructure | 0.5 | $747k | -6% | 19k | 39.25 |
|
| RPM International (RPM) | 0.5 | $746k | 6.2k | 121.00 |
|
|
| RenaissanceRe Holdings Ltd Pfd F PFD (RNR.PF) | 0.5 | $744k | 30k | 24.77 |
|
|
| Epr Properties (EPR) | 0.5 | $728k | +2% | 15k | 49.04 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $706k | -29% | 6.0k | 117.22 |
|
| International Flavors & Fragrances (IFF) | 0.5 | $702k | 6.7k | 104.93 |
|
|
| Starwood Property Trust (STWD) | 0.5 | $693k | 34k | 20.38 |
|
|
| Williams Companies (WMB) | 0.5 | $689k | 15k | 45.65 |
|
|
| General Dynamics Corporation (GD) | 0.5 | $676k | +79% | 2.2k | 302.20 |
|
| Broadcom (AVGO) | 0.5 | $674k | +585% | 3.9k | 172.52 |
|
| Invitation Homes (INVH) | 0.5 | $661k | +2% | 19k | 35.26 |
|
| National Storage Affiliates shs ben int (NSA) | 0.5 | $647k | 13k | 48.20 |
|
|
| Agree Realty Corporation (ADC) | 0.5 | $636k | -2% | 8.4k | 75.33 |
|
| Federated Investors (FHI) | 0.5 | $633k | 17k | 36.77 |
|
|
| Best Buy (BBY) | 0.5 | $633k | 6.1k | 103.30 |
|
|
| Public Storage Pfd M PFD (PSA.PM) | 0.5 | $632k | -2% | 31k | 20.27 |
|
| Amazon (AMZN) | 0.5 | $628k | +3% | 3.4k | 186.31 |
|
| Allstate Corporation Pfd I PFD (ALL.PI) | 0.5 | $628k | 26k | 23.74 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.4 | $621k | 32k | 19.64 |
|
|
| Constellation Brands (STZ) | 0.4 | $619k | 2.4k | 257.65 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.4 | $614k | 7.9k | 77.61 |
|
|
| Kinder Morgan (KMI) | 0.4 | $612k | 28k | 22.09 |
|
|
| Lincoln National Corporation (LNC) | 0.4 | $611k | 19k | 31.51 |
|
|
| DiamondRock Hospitality Company (DRH) | 0.4 | $610k | 70k | 8.73 |
|
|
| VanEck Morningstar Wide Moat ETF Etf (MOAT) | 0.4 | $604k | +23% | 6.2k | 96.95 |
|
| Wal-Mart Stores (WMT) | 0.4 | $593k | 7.3k | 80.75 |
|
|
| Walt Disney Company (DIS) | 0.4 | $589k | 6.1k | 96.19 |
|
|
| iShares Investment Grade Bond Factor ETF Etf (IGEB) | 0.4 | $569k | +5% | 12k | 46.47 |
|
| At&t (T) | 0.4 | $566k | 26k | 22.00 |
|
|
| Medtronic | 0.4 | $562k | 6.2k | 90.03 |
|
|
| Pfizer (PFE) | 0.4 | $555k | 19k | 28.94 |
|
|
| Northrop Grumman Corporation (NOC) | 0.4 | $552k | 1.0k | 528.07 |
|
|
| Oneok (OKE) | 0.4 | $526k | 5.8k | 91.13 |
|
|
| Public Service Enterprise (PEG) | 0.4 | $519k | 5.8k | 89.21 |
|
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| St Paul Travelers Cos | 0.4 | $518k | -9% | 2.2k | 234.09 |
|
| Seagate Technology (STX) | 0.4 | $516k | -2% | 4.7k | 109.53 |
|
| Hannon Armstrong (HASI) | 0.4 | $514k | +175% | 15k | 34.47 |
|
| New Residential Investment (RITM) | 0.4 | $512k | 45k | 11.35 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $495k | 846.00 | 584.67 |
|
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| Kimberly-Clark Corporation (KMB) | 0.4 | $493k | -2% | 3.5k | 142.27 |
|
| Gilead Sciences (GILD) | 0.4 | $490k | 5.8k | 83.84 |
|
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| Ralph Lauren Corp (RL) | 0.4 | $490k | 2.5k | 193.87 |
|
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| Dominion Resources (D) | 0.4 | $486k | 8.4k | 57.79 |
|
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| Bristol Myers Squibb (BMY) | 0.3 | $481k | -13% | 9.3k | 51.74 |
|
| iShares Tr Barclays Treasury Bd 1-3 Year Etf (SHY) | 0.3 | $476k | -3% | 5.7k | 83.15 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $456k | -7% | 2.8k | 165.87 |
|
| Palo Alto Networks (PANW) | 0.3 | $449k | -21% | 1.3k | 341.78 |
|
| Dupont De Nemours (DD) | 0.3 | $443k | -10% | 5.0k | 89.11 |
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| Miller Industries (MLR) | 0.3 | $442k | 7.2k | 61.00 |
|
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| Johnson & Johnson (JNJ) | 0.3 | $437k | 2.7k | 162.03 |
|
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| Cheniere Energy (LNG) | 0.3 | $429k | +6% | 2.4k | 179.84 |
|
| Sapiens International Corp (SPNS) | 0.3 | $425k | 11k | 37.27 |
|
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| Abbott Laboratories (ABT) | 0.3 | $424k | -19% | 3.7k | 114.00 |
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| Flex Lng (FLNG) | 0.3 | $415k | 16k | 25.44 |
|
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| iShares JPMorgan USD Emerg Mkts Bond ETF Etf (EMB) | 0.3 | $410k | 4.4k | 93.59 |
|
|
| MercadoLibre (MELI) | 0.3 | $407k | +3% | 198.00 | 2054.46 |
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $401k | 4.5k | 88.59 |
|
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| Guess? (GES) | 0.3 | $396k | -8% | 20k | 20.13 |
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| Ryder System (R) | 0.3 | $392k | 2.7k | 145.80 |
|
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| Cousins Properties (CUZ) | 0.3 | $391k | 13k | 29.48 |
|
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| V.F. Corporation (VFC) | 0.3 | $386k | +152% | 19k | 19.95 |
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| Alexander & Baldwin (ALEX) | 0.3 | $385k | 20k | 19.20 |
|
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| Thermo Fisher Scientific (TMO) | 0.3 | $385k | -22% | 623.00 | 618.14 |
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| Fs Kkr Capital Corp (FSK) | 0.3 | $382k | 19k | 19.73 |
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| Garmin | 0.3 | $377k | 2.1k | 175.99 |
|
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| Enterprise Products Partners (EPD) | 0.3 | $375k | 13k | 29.11 |
|
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| Unitil Corporation (UTL) | 0.3 | $373k | -13% | 6.2k | 60.58 |
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| Caterpillar (CAT) | 0.3 | $367k | 939.00 | 390.92 |
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| SYSCO Corporation (SYY) | 0.3 | $350k | +8% | 4.5k | 78.05 |
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| Diamond Rock Hospitality Pfd A PFD (DRH.PA) | 0.2 | $345k | +3% | 14k | 25.50 |
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| Air Products & Chemicals (APD) | 0.2 | $345k | +2% | 1.2k | 297.74 |
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| Total (TTE) | 0.2 | $341k | 5.3k | 64.62 |
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| Tapestry (TPR) | 0.2 | $338k | 7.2k | 46.98 |
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| Cardinal Health (CAH) | 0.2 | $338k | +4% | 3.1k | 110.52 |
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| Tanger Factory Outlet Centers (SKT) | 0.2 | $333k | -2% | 10k | 33.18 |
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| Simon Property (SPG) | 0.2 | $333k | 2.0k | 169.02 |
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| Hasbro (HAS) | 0.2 | $326k | NEW | 4.5k | 72.32 |
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| Global X Fds Emerging Markets ETF Etf (EMBD) | 0.2 | $326k | -9% | 14k | 23.49 |
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| Morgan Stanley Pfd Ser A PFD (MS.PA) | 0.2 | $325k | 14k | 22.83 |
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| Huntington Ingalls Inds (HII) | 0.2 | $325k | 1.2k | 264.38 |
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| Intel Corporation (INTC) | 0.2 | $321k | +28% | 14k | 23.46 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $318k | 11k | 29.59 |
|
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| Texas Instruments Incorporated (TXN) | 0.2 | $315k | 1.5k | 206.55 |
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| Compass Diversified Holdings (CODI) | 0.2 | $313k | 14k | 22.13 |
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| Patterson Dental Company | 0.2 | $312k | 14k | 21.84 |
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| Magna Intl Inc cl a (MGA) | 0.2 | $311k | +3% | 7.6k | 41.04 |
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| Citizens Financial (CFG) | 0.2 | $307k | -11% | 7.5k | 41.07 |
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| Darden Restaurants (DRI) | 0.2 | $301k | +4% | 1.8k | 164.13 |
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| H&R Block (HRB) | 0.2 | $286k | -46% | 4.5k | 63.55 |
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| SPDR Nuveen Blmbrg Barclays Mun Bd ETF Etf (TFI) | 0.2 | $285k | 6.1k | 46.83 |
|
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| VanEck Vectors Short High Yld Muni ETF Etf (SHYD) | 0.2 | $284k | 13k | 22.72 |
|
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| Oracle Corporation (ORCL) | 0.2 | $278k | -23% | 1.6k | 170.38 |
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| Foot Locker (FL) | 0.2 | $270k | 10k | 25.84 |
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| Truist Financial Corp equities (TFC) | 0.2 | $269k | 6.3k | 42.77 |
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| Bk Nova Cad (BNS) | 0.2 | $265k | +1702% | 4.9k | 54.49 |
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| Automatic Data Processing (ADP) | 0.2 | $264k | -40% | 955.00 | 276.62 |
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| Four Corners Ppty Tr (FCPT) | 0.2 | $257k | 8.8k | 29.31 |
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| Viatris (VTRS) | 0.2 | $254k | 22k | 11.61 |
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| Lennar Corporation (LEN) | 0.2 | $247k | +9% | 1.3k | 187.51 |
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| Invesco Senior Loan ETF Etf (BKLN) | 0.2 | $237k | 11k | 21.01 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $227k | 808.00 | 281.37 |
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| Eli Lilly & Co. (LLY) | 0.2 | $220k | +4% | 248.00 | 885.05 |
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| Dick's Sporting Goods (DKS) | 0.2 | $218k | -18% | 1.0k | 208.70 |
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| Coherent | 0.2 | $212k | +2% | 2.4k | 88.92 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $211k | 775.00 | 272.53 |
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| Compass Diversified Pfd A PFD | 0.2 | $209k | +3% | 8.7k | 24.17 |
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| Paypal Holdings (PYPL) | 0.1 | $208k | +2% | 2.7k | 78.03 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $207k | +2% | 2.3k | 88.60 |
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| Global Payments (GPN) | 0.1 | $204k | +90% | 2.0k | 102.42 |
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| Washington Real Estate Investment Trust (ELME) | 0.1 | $200k | 11k | 17.59 |
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| Spdr Gold Shares Etf | 0.1 | $194k | 798.00 | 243.06 |
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| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $190k | 2.2k | 84.54 |
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| CVS Caremark Corporation (CVS) | 0.1 | $189k | 3.0k | 62.88 |
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| Bassett Furniture Industries (BSET) | 0.1 | $185k | 13k | 14.45 |
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| Valero Energy Corporation (VLO) | 0.1 | $183k | 1.4k | 135.00 |
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| Invesco BulletShares 2024 Corp Bond ETF Etf (BSCO) | 0.1 | $179k | 8.5k | 21.12 |
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| FedEx Corporation (FDX) | 0.1 | $178k | +3% | 649.00 | 273.70 |
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| Cisco Systems (CSCO) | 0.1 | $174k | -58% | 3.3k | 53.23 |
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| American Express Company (AXP) | 0.1 | $171k | -48% | 629.00 | 270.99 |
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| Diamondback Energy (FANG) | 0.1 | $170k | +3% | 987.00 | 172.40 |
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| Ciena Corporation (CIEN) | 0.1 | $170k | -8% | 2.8k | 61.59 |
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| Emerson Electric (EMR) | 0.1 | $168k | -38% | 1.5k | 109.34 |
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| Global X U.S. Preferred ETF Etf | 0.1 | $168k | +11% | 8.1k | 20.78 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $166k | -4% | 1.5k | 111.86 |
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| Applied Materials (AMAT) | 0.1 | $166k | 819.00 | 202.06 |
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| iShares Russell 2500 ETF Etf (SMMD) | 0.1 | $164k | +3% | 2.4k | 67.73 |
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| Hexcel Corporation (HXL) | 0.1 | $162k | +27% | 2.6k | 61.83 |
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| Vita Coco Co Inc/the (COCO) | 0.1 | $159k | +4% | 5.6k | 28.31 |
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| Lantheus Holdings | 0.1 | $158k | 1.4k | 109.75 |
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| UMB Financial Corporation (UMBF) | 0.1 | $158k | 1.5k | 105.11 |
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| Dover Corporation (DOV) | 0.1 | $156k | 814.00 | 191.74 |
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| Copart (CPRT) | 0.1 | $152k | 2.9k | 52.40 |
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| Minerals Technologies (MTX) | 0.1 | $145k | -2% | 1.9k | 77.23 |
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| Procter & Gamble Company (PG) | 0.1 | $145k | 835.00 | 173.25 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $144k | +4% | 403.00 | 358.35 |
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| Boston Beer Company (SAM) | 0.1 | $139k | 480.00 | 289.14 |
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| Lear Corp Com Stk | 0.1 | $138k | +41% | 1.3k | 109.15 |
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| Schwab Intermediate Term US Treasury ETF Etf (SCHR) | 0.1 | $138k | +45% | 2.7k | 50.60 |
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| Expedia (EXPE) | 0.1 | $136k | +6% | 920.00 | 148.02 |
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| Compass (COMP) | 0.1 | $136k | +4% | 22k | 6.11 |
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| Unitedhealth Group | 0.1 | $135k | -44% | 231.00 | 585.03 |
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| Canadian Natl Ry (CNI) | 0.1 | $133k | -49% | 1.1k | 117.15 |
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| Universal Display Corporation (OLED) | 0.1 | $133k | -6% | 632.00 | 209.90 |
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| Enbridge (ENB) | 0.1 | $133k | 3.3k | 40.61 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $131k | 1.3k | 100.67 |
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| American Electric Power Company (AEP) | 0.1 | $131k | -34% | 1.3k | 102.60 |
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| Equity Commonwealth Pfd D PFD (EQC.PD) | 0.1 | $130k | +6% | 5.2k | 25.25 |
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| Ishares Trust Msci Emerging Markets Etf (EEM) | 0.1 | $125k | 2.7k | 45.86 |
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| Kroger (KR) | 0.1 | $122k | -49% | 2.1k | 57.30 |
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| GXO Logistics (GXO) | 0.1 | $122k | +5% | 2.3k | 52.07 |
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| Danaher Corporation (DHR) | 0.1 | $121k | 436.00 | 278.16 |
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| Marvell Technologies | 0.1 | $120k | NEW | 1.7k | 72.12 |
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| Boston Properties (BXP) | 0.1 | $119k | 1.5k | 80.46 |
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| Ishares Tr Msci Eafe Index Etf (EFA) | 0.1 | $118k | +1314% | 1.4k | 83.63 |
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| Euronet Worldwide (EEFT) | 0.1 | $118k | +53% | 1.2k | 99.23 |
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| Shopify Inc cl a (SHOP) | 0.1 | $118k | 1.5k | 80.14 |
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| Samsung Electronics Co Ltd Ord (SSNLF) | 0.1 | $118k | 2.5k | 47.03 |
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| Amkor Technology (AMKR) | 0.1 | $117k | +400% | 3.8k | 30.60 |
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| Amphastar Pharmaceuticals (AMPH) | 0.1 | $115k | +2% | 2.4k | 48.53 |
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| Micron Technology (MU) | 0.1 | $115k | +4% | 1.1k | 103.72 |
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| Teradyne (TER) | 0.1 | $113k | -25% | 846.00 | 133.93 |
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| Healthequity (HQY) | 0.1 | $112k | NEW | 1.4k | 81.85 |
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| Alcoa | 0.1 | $111k | +40% | 2.9k | 38.58 |
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| Rapid7 (RPD) | 0.1 | $111k | +14% | 2.8k | 39.89 |
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| Aspen Technology (AZPN) | 0.1 | $111k | +2% | 464.00 | 238.82 |
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| Stepan Company (SCL) | 0.1 | $110k | -2% | 1.4k | 77.26 |
|
| Schwab 5-10 Year Corporate Bond ETF Etf (SCHI) | 0.1 | $110k | 2.4k | 46.16 |
|
|
| Analog Devices (ADI) | 0.1 | $110k | -32% | 477.00 | 230.31 |
|
| MKS Instruments (MKSI) | 0.1 | $109k | +3% | 1.0k | 108.71 |
|
| Ofg Ban (OFG) | 0.1 | $108k | 2.4k | 44.92 |
|
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| Terex Corporation (TEX) | 0.1 | $107k | 2.0k | 52.91 |
|
|
| Boot Barn Hldgs (BOOT) | 0.1 | $107k | -2% | 639.00 | 167.28 |
|
| Public Storage Pfd N PFD (PSA.PN) | 0.1 | $106k | 5.7k | 18.61 |
|
|
| Pure Storage Inc - Class A (PSTG) | 0.1 | $106k | 2.1k | 50.24 |
|
|
| Q2 Holdings | 0.1 | $104k | +6% | 1.3k | 79.77 |
|
| Ameriprise Financial (AMP) | 0.1 | $103k | -54% | 220.00 | 469.81 |
|
| Hudson Technologies (HDSN) | 0.1 | $103k | +3% | 12k | 8.34 |
|
| Trade Desk (TTD) | 0.1 | $101k | -2% | 920.00 | 109.69 |
|
| Merck & Co | 0.1 | $100k | +2% | 883.00 | 113.61 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $100k | 867.00 | 115.22 |
|
|
| Azek (AZEK) | 0.1 | $100k | 2.1k | 46.80 |
|
|
| Berry Plastics (BERY) | 0.1 | $100k | 1.5k | 67.98 |
|
|
| State Street Corporation (STT) | 0.1 | $99k | -23% | 1.1k | 88.47 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $98k | +4% | 2.6k | 37.47 |
|
| Smartsheet (SMAR) | 0.1 | $98k | +5% | 1.8k | 55.36 |
|
| Schlumberger (SLB) | 0.1 | $98k | -76% | 2.3k | 41.94 |
|
| McDonald's Corporation (MCD) | 0.1 | $97k | 319.00 | 304.19 |
|
|
| Fortis (FTS) | 0.1 | $97k | +2% | 2.1k | 45.44 |
|
| Omnicell (OMCL) | 0.1 | $96k | +230% | 2.2k | 43.60 |
|
| Cinemark Holdings (CNK) | 0.1 | $96k | -5% | 3.5k | 27.84 |
|
| IShares Russell 3000 ETF Etf (IWV) | 0.1 | $96k | 293.00 | 326.73 |
|
|
| General Electric Company | 0.1 | $95k | +2% | 504.00 | 188.59 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $95k | 1.3k | 70.29 |
|
|
| Epam Systems (EPAM) | 0.1 | $94k | +28% | 470.00 | 199.03 |
|
| Twilio Inc cl a (TWLO) | 0.1 | $92k | +40% | 1.4k | 65.22 |
|
| Roper Industries (ROP) | 0.1 | $91k | -50% | 163.00 | 556.44 |
|
| Bank Of New York | 0.1 | $90k | -74% | 1.3k | 71.86 |
|
| Amgen (AMGN) | 0.1 | $90k | -18% | 278.00 | 321.99 |
|
| VanEck Vectors High-Yield Muni Etf Etf (HYD) | 0.1 | $88k | 1.6k | 53.07 |
|
|
| Fastenal Company (FAST) | 0.1 | $87k | 1.2k | 71.44 |
|
|
| 0.1 | $85k | +26% | 2.6k | 32.37 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $83k | +7% | 507.00 | 164.18 |
|
| Ultra Clean Holdings (UCTT) | 0.1 | $83k | -31% | 2.1k | 39.93 |
|
| Visa (V) | 0.1 | $82k | +6% | 298.00 | 274.94 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $82k | +4% | 176.00 | 464.84 |
|
Past Filings by 1620 Investment Advisors
SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021
- 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