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, SPTS, TY, and represent 12.37% of 1620 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: TJX, RTX, NVS, SPTS, SO, PP + L RESOURCES Holding, Tortoise Energy Infrastructure, RNR.PF, WMB, STWD.
- Started 459 new stock positions in BL, FTS, HST, Bank Of New York, BSCO, Streettracks Gold Tr gold, BAC.PO, Wisconsin Energy Corporation, EFV, CRWD.
- Reduced shares in these 10 stocks: RBA, PANW, SBUX, SNOW, TRP, POWL, RPM, TYG, MDT, TSM.
- Sold out of its positions in BK, CLPR, POWL, TYG, TRV, MDT, GRMN.
- 1620 Investment Advisors was a net buyer of stock by $26M.
- 1620 Investment Advisors has $131M in assets under management (AUM), dropping by 31.20%.
- Central Index Key (CIK): 0001907281
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Portfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 596 positions in its portfolio as reported in the June 2024 quarterly 13F filing
1620 Investment Advisors has 596 total positions. Only the first 250 positions are shown.
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- Download the 1620 Investment Advisors June 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 | $4.0M | +4% | 124k | 32.56 |
|
| iShares 7-10 Year Treasury Bond ETF Etf (IEF) | 2.5 | $3.3M | 35k | 93.65 |
|
|
| SPDR MSCI EAFE StrategicFactors ETF Etf (QEFA) | 2.4 | $3.2M | +2% | 43k | 74.74 |
|
| SPDR Ptf Short-Term Treasury ETF Etf (SPTS) | 2.2 | $2.9M | +41% | 99k | 28.87 |
|
| Tri Continental Corporation Etf (TY) | 2.1 | $2.8M | 90k | 30.97 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $2.5M | 13k | 202.26 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $2.5M | 5.5k | 446.92 |
|
|
| iShares Short Term Ntnl Muni Bond ETF Etf (SUB) | 1.8 | $2.3M | +8% | 23k | 104.55 |
|
| TJX Companies (TJX) | 1.6 | $2.1M | +156% | 19k | 110.10 |
|
| Apple (AAPL) | 1.6 | $2.0M | 9.6k | 210.62 |
|
|
| iShares Short-Term Corporate Bond ETF Etf (IGSB) | 1.5 | $2.0M | +6% | 38k | 51.24 |
|
| Freedom 100 Emerging Markets ETF Etf (FRDM) | 1.5 | $1.9M | 55k | 35.32 |
|
|
| Schwab U.S. TIPS ETF Etf (SCHP) | 1.5 | $1.9M | 37k | 52.01 |
|
|
| Eaton (ETN) | 1.3 | $1.7M | 5.3k | 313.55 |
|
|
| SPDR Doubleline Total Return Tactical ETF Etf (TOTL) | 1.3 | $1.6M | +12% | 41k | 39.72 |
|
| Abbvie (ABBV) | 1.1 | $1.4M | +10% | 8.4k | 171.52 |
|
| Vaneck Vectors Amt-Free Intermediate Mun I Etf (ITM) | 1.1 | $1.4M | +3% | 31k | 45.84 |
|
| VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) | 1.0 | $1.4M | +2% | 48k | 28.30 |
|
| Chevron Corporation (CVX) | 1.0 | $1.3M | +9% | 8.5k | 156.42 |
|
| Pepsi (PEP) | 1.0 | $1.3M | +60% | 8.0k | 164.93 |
|
| Taiwan Semiconductor Mfg (TSM) | 1.0 | $1.3M | -27% | 7.5k | 173.81 |
|
| Raytheon Technologies Corp (RTX) | 1.0 | $1.3M | NEW | 13k | 100.39 |
|
| Verizon Communications (VZ) | 0.9 | $1.2M | +2% | 29k | 41.24 |
|
| PIMCO Active Bond ETF Etf (BOND) | 0.9 | $1.2M | +23% | 13k | 91.08 |
|
| SPDR Doubleline Emerging Mkts Fxd Inc ETF Etf (EMTL) | 0.9 | $1.1M | +5% | 27k | 42.26 |
|
| Microchip Technology (MCHP) | 0.9 | $1.1M | -10% | 13k | 91.50 |
|
| John Hancock Preferred Income ETF Etf (JHPI) | 0.8 | $1.1M | +5% | 48k | 22.35 |
|
| Marathon Petroleum Corp (MPC) | 0.8 | $1.0M | 6.0k | 173.49 |
|
|
| Berkshire Hathaway (BRK.B) | 0.8 | $986k | +43% | 2.4k | 406.80 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $976k | +15% | 8.5k | 115.12 |
|
| Corning Incorporated (GLW) | 0.7 | $964k | +98% | 25k | 38.85 |
|
| International Business Machines (IBM) | 0.7 | $956k | 5.5k | 172.95 |
|
|
| Novartis (NVS) | 0.7 | $938k | +4905% | 8.8k | 106.46 |
|
| NetApp (NTAP) | 0.7 | $920k | 7.1k | 128.80 |
|
|
| Broadcom (AVGO) | 0.7 | $915k | -2% | 570.00 | 1605.53 |
|
| Southern Company (SO) | 0.7 | $864k | +1757% | 11k | 77.57 |
|
| Ares Capital Corporation (ARCC) | 0.6 | $822k | 39k | 20.84 |
|
|
| SPDR MSCI USA StrategicFactors ETF Etf (QUS) | 0.6 | $818k | +4% | 5.5k | 147.47 |
|
| PP + L RESOURCES Holding | 0.6 | $776k | NEW | 5.4k | 143.40 |
|
| Home Depot (HD) | 0.6 | $764k | -3% | 2.2k | 344.25 |
|
| AstraZeneca (AZN) | 0.6 | $755k | 9.7k | 77.99 |
|
|
| Mondelez Int (MDLZ) | 0.6 | $747k | 11k | 65.44 |
|
|
| Invesco Preferred ETF Etf (PGX) | 0.6 | $730k | +2% | 63k | 11.55 |
|
| Tortoise Energy Infrastructure | 0.5 | $713k | NEW | 20k | 34.87 |
|
| RenaissanceRe Holdings Ltd Pfd F PFD (RNR.PF) | 0.5 | $689k | NEW | 30k | 23.10 |
|
| RPM International (RPM) | 0.5 | $663k | -48% | 6.2k | 107.68 |
|
| Invitation Homes (INVH) | 0.5 | $658k | +2% | 18k | 35.89 |
|
| Hercules Technology Growth Capital (HTGC) | 0.5 | $649k | 32k | 20.45 |
|
|
| Williams Companies (WMB) | 0.5 | $642k | NEW | 15k | 42.50 |
|
| Starwood Property Trust (STWD) | 0.5 | $642k | +2808% | 34k | 18.94 |
|
| Innovative Industria A (IIPR) | 0.5 | $639k | 5.8k | 109.22 |
|
|
| International Flavors & Fragrances (IFF) | 0.5 | $633k | 6.6k | 95.21 |
|
|
| Amazon (AMZN) | 0.5 | $633k | 3.3k | 193.25 |
|
|
| Constellation Brands (STZ) | 0.5 | $617k | 2.4k | 257.29 |
|
|
| Epr Properties (EPR) | 0.5 | $609k | +8% | 15k | 41.98 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $602k | +1368% | 4.9k | 123.80 |
|
| Walt Disney Company (DIS) | 0.5 | $598k | +14% | 6.0k | 99.29 |
|
| Lincoln National Corporation (LNC) | 0.5 | $597k | 19k | 31.10 |
|
|
| Public Storage Pfd M PFD (PSA.PM) | 0.5 | $597k | NEW | 32k | 18.60 |
|
| DiamondRock Hospitality Company (DRH) | 0.5 | $595k | 71k | 8.45 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $568k | -85% | 1.7k | 339.01 |
|
| Federated Investors (FHI) | 0.4 | $563k | 17k | 32.88 |
|
|
| Kinder Morgan (KMI) | 0.4 | $550k | +63% | 28k | 19.87 |
|
| National Storage Affiliates shs ben int (NSA) | 0.4 | $550k | NEW | 13k | 41.22 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $543k | +23% | 3.0k | 182.15 |
|
| Pfizer (PFE) | 0.4 | $541k | +2362% | 19k | 27.98 |
|
| Agree Realty Corporation (ADC) | 0.4 | $535k | +6% | 8.6k | 61.94 |
|
| Allstate Corporation Pfd I PFD (ALL.PI) | 0.4 | $532k | NEW | 26k | 20.27 |
|
| Johnson Controls International Plc equity (JCI) | 0.4 | $528k | 7.9k | 66.47 |
|
|
| Best Buy (BBY) | 0.4 | $513k | 6.1k | 84.29 |
|
|
| iShares Investment Grade Bond Factor ETF Etf (IGEB) | 0.4 | $513k | +12% | 12k | 44.36 |
|
| At&t (T) | 0.4 | $502k | 26k | 19.11 |
|
|
| Seagate Technology (STX) | 0.4 | $497k | +2982% | 4.8k | 103.27 |
|
| St Paul Travelers Cos | 0.4 | $495k | NEW | 2.4k | 203.34 |
|
| New Residential Investment (RITM) | 0.4 | $493k | +13718% | 45k | 10.91 |
|
| Wal-Mart Stores (WMT) | 0.4 | $491k | 7.3k | 67.71 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.4 | $491k | 3.6k | 138.20 |
|
|
| Medtronic | 0.4 | $484k | NEW | 6.1k | 78.71 |
|
| iShares Tr Barclays Treasury Bd 1-3 Year Etf (SHY) | 0.4 | $483k | 5.9k | 81.65 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $480k | +25% | 4.6k | 103.91 |
|
| Schlumberger (SLB) | 0.4 | $470k | +858% | 10k | 47.18 |
|
| Oneok (OKE) | 0.4 | $470k | +239% | 5.8k | 81.56 |
|
| H&R Block (HRB) | 0.3 | $457k | 8.4k | 54.23 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $456k | NEW | 1.0k | 435.95 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $448k | -37% | 11k | 41.53 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $447k | -46% | 808.00 | 553.00 |
|
| Ralph Lauren Corp (RL) | 0.3 | $446k | 2.5k | 175.06 |
|
|
| Dupont De Nemours (DD) | 0.3 | $446k | +10% | 5.5k | 80.49 |
|
| Flex Lng (FLNG) | 0.3 | $441k | 16k | 27.04 |
|
|
| Guess? (GES) | 0.3 | $439k | +8% | 22k | 20.40 |
|
| Public Service Enterprise (PEG) | 0.3 | $436k | +18970% | 5.9k | 73.70 |
|
| VanEck Morningstar Wide Moat ETF Etf (MOAT) | 0.3 | $435k | +24% | 5.0k | 86.61 |
|
| Dominion Resources (D) | 0.3 | $407k | NEW | 8.3k | 49.00 |
|
| Gilead Sciences (GILD) | 0.3 | $403k | 5.9k | 68.61 |
|
|
| Lockheed Martin Corporation (LMT) | 0.3 | $396k | 847.00 | 467.10 |
|
|
| Miller Industries (MLR) | 0.3 | $394k | -2% | 7.2k | 55.02 |
|
| Cheniere Energy (LNG) | 0.3 | $392k | 2.2k | 174.83 |
|
|
| Sapiens International Corp (SPNS) | 0.3 | $392k | +16% | 12k | 33.93 |
|
| Johnson & Johnson (JNJ) | 0.3 | $390k | 2.7k | 146.16 |
|
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| iShares JPMorgan USD Emerg Mkts Bond ETF Etf (EMB) | 0.3 | $389k | 4.4k | 88.49 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $382k | 19k | 19.73 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $382k | +68% | 1.6k | 238.69 |
|
| Cisco Systems (CSCO) | 0.3 | $375k | +23% | 7.9k | 47.51 |
|
| Enterprise Products Partners (EPD) | 0.3 | $371k | 13k | 28.98 |
|
|
| Unitil Corporation (UTL) | 0.3 | $370k | +9% | 7.1k | 51.79 |
|
| General Dynamics Corporation (GD) | 0.3 | $362k | 1.2k | 290.14 |
|
|
| Total (TTE) | 0.3 | $354k | NEW | 5.3k | 66.68 |
|
| Garmin | 0.3 | $349k | NEW | 2.1k | 162.93 |
|
| Global X Fds Emerging Markets ETF Etf (EMBD) | 0.3 | $344k | +12% | 15k | 22.42 |
|
| Pinnacle West Capital Corporation (PNW) | 0.3 | $342k | +142% | 4.5k | 76.38 |
|
| Patterson Dental Company | 0.3 | $341k | NEW | 14k | 24.12 |
|
| Alexander & Baldwin (ALEX) | 0.3 | $339k | 20k | 16.96 |
|
|
| Ryder System (R) | 0.3 | $333k | NEW | 2.7k | 123.88 |
|
| Diamond Rock Hospitality Pfd A PFD (DRH.PA) | 0.3 | $329k | NEW | 13k | 25.20 |
|
| Intel Corporation (INTC) | 0.3 | $329k | +6% | 11k | 30.97 |
|
| Morgan Stanley Pfd Ser A PFD (MS.PA) | 0.2 | $326k | NEW | 14k | 22.88 |
|
| MercadoLibre (MELI) | 0.2 | $314k | +2% | 191.00 | 1645.47 |
|
| Compass Diversified Holdings (CODI) | 0.2 | $309k | 14k | 21.89 |
|
|
| Caterpillar (CAT) | 0.2 | $309k | 927.00 | 333.10 |
|
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| Magna Intl Inc cl a (MGA) | 0.2 | $308k | NEW | 7.4k | 41.90 |
|
| Tapestry (TPR) | 0.2 | $305k | +25360% | 7.1k | 42.79 |
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| Cousins Properties (CUZ) | 0.2 | $304k | +10% | 13k | 23.15 |
|
| Citizens Financial (CFG) | 0.2 | $303k | +13% | 8.4k | 36.03 |
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| Oracle Corporation (ORCL) | 0.2 | $303k | +2757% | 2.1k | 141.20 |
|
| Huntington Ingalls Inds (HII) | 0.2 | $303k | 1.2k | 246.33 |
|
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| Simon Property (SPG) | 0.2 | $298k | NEW | 2.0k | 151.80 |
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| SYSCO Corporation (SYY) | 0.2 | $294k | +415% | 4.1k | 71.39 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $292k | -50% | 1.5k | 194.53 |
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| Air Products & Chemicals (APD) | 0.2 | $292k | 1.1k | 258.05 |
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| Cardinal Health (CAH) | 0.2 | $289k | +3% | 2.9k | 98.32 |
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| Graphic Packaging Holding Company (GPK) | 0.2 | $284k | 11k | 26.21 |
|
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| American Express Company (AXP) | 0.2 | $283k | NEW | 1.2k | 231.55 |
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| SPDR Nuveen Blmbrg Barclays Mun Bd ETF Etf (TFI) | 0.2 | $279k | -11% | 6.1k | 45.75 |
|
| Tanger Factory Outlet Centers (SKT) | 0.2 | $278k | +45% | 10k | 27.11 |
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| VanEck Vectors Short High Yld Muni ETF Etf (SHYD) | 0.2 | $278k | 12k | 22.37 |
|
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| Dick's Sporting Goods (DKS) | 0.2 | $277k | 1.3k | 214.85 |
|
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| Emerson Electric (EMR) | 0.2 | $274k | NEW | 2.5k | 110.16 |
|
| Canadian Natl Ry (CNI) | 0.2 | $266k | NEW | 2.3k | 118.13 |
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| Darden Restaurants (DRI) | 0.2 | $266k | +3% | 1.8k | 151.32 |
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| Foot Locker (FL) | 0.2 | $259k | 10k | 24.92 |
|
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| Halliburton Company (HAL) | 0.2 | $247k | 7.3k | 33.78 |
|
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| Invesco Senior Loan ETF Etf (BKLN) | 0.2 | $241k | 11k | 21.04 |
|
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| Truist Financial Corp equities (TFC) | 0.2 | $240k | 6.2k | 38.85 |
|
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| Viatris (VTRS) | 0.2 | $234k | 22k | 10.63 |
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| Bank Of New York | 0.2 | $227k | NEW | 5.0k | 45.72 |
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| Four Corners Ppty Tr (FCPT) | 0.2 | $216k | 8.8k | 24.67 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $215k | NEW | 237.00 | 905.38 |
|
| Valero Energy Corporation (VLO) | 0.2 | $212k | -50% | 1.4k | 156.76 |
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| Unitedhealth Group | 0.2 | $212k | NEW | 417.00 | 509.26 |
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| Kroger (KR) | 0.2 | $211k | NEW | 4.2k | 49.93 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $210k | 808.00 | 259.31 |
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| Ameriprise Financial (AMP) | 0.2 | $205k | NEW | 480.00 | 427.19 |
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| Compass Diversified Pfd A PFD | 0.2 | $202k | NEW | 8.3k | 24.25 |
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| Diamondback Energy (FANG) | 0.1 | $191k | NEW | 956.00 | 200.19 |
|
| Applied Materials (AMAT) | 0.1 | $191k | NEW | 808.00 | 235.99 |
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| FedEx Corporation (FDX) | 0.1 | $188k | NEW | 627.00 | 299.84 |
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| Washington Real Estate Investment Trust (ELME) | 0.1 | $184k | +2% | 12k | 15.93 |
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| Roper Industries (ROP) | 0.1 | $184k | NEW | 326.00 | 563.66 |
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| Bassett Furniture Industries (BSET) | 0.1 | $182k | -2% | 13k | 14.21 |
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| Lennar Corporation (LEN) | 0.1 | $181k | NEW | 1.2k | 149.88 |
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| Rockwell Automation (ROK) | 0.1 | $180k | NEW | 654.00 | 275.28 |
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| CVS Caremark Corporation (CVS) | 0.1 | $180k | -16% | 3.0k | 59.06 |
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| Invesco BulletShares 2024 Corp Bond ETF Etf (BSCO) | 0.1 | $179k | NEW | 8.5k | 21.06 |
|
| Schwab US Dividend Equity ETF Etf (SCHD) | 0.1 | $175k | NEW | 2.2k | 77.75 |
|
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $172k | NEW | 770.00 | 223.51 |
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| Spdr Gold Shares Etf | 0.1 | $172k | NEW | 798.00 | 215.01 |
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| American Electric Power Company (AEP) | 0.1 | $171k | NEW | 1.9k | 87.76 |
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| Teradyne (TER) | 0.1 | $168k | NEW | 1.1k | 148.29 |
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| Coherent | 0.1 | $168k | NEW | 2.3k | 72.46 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $167k | NEW | 2.3k | 73.35 |
|
| Analog Devices (ADI) | 0.1 | $161k | NEW | 703.00 | 228.26 |
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| Hannon Armstrong (HASI) | 0.1 | $160k | NEW | 5.4k | 29.60 |
|
| Minerals Technologies (MTX) | 0.1 | $160k | NEW | 1.9k | 83.16 |
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| Copart (CPRT) | 0.1 | $158k | NEW | 2.9k | 54.16 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $158k | NEW | 1.6k | 101.63 |
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| Paypal Holdings (PYPL) | 0.1 | $151k | NEW | 2.6k | 58.03 |
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| Vita Coco Co Inc/the (COCO) | 0.1 | $150k | NEW | 5.4k | 27.85 |
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| Ultra Clean Holdings (UCTT) | 0.1 | $148k | NEW | 3.0k | 49.00 |
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| Samsung Electronics Co Ltd Ord (SSNLF) | 0.1 | $148k | NEW | 2.5k | 59.21 |
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| iShares Russell 2500 ETF Etf (SMMD) | 0.1 | $146k | NEW | 2.3k | 62.60 |
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| Ciena Corporation (CIEN) | 0.1 | $146k | NEW | 3.0k | 48.18 |
|
| Boston Beer Company (SAM) | 0.1 | $145k | NEW | 476.00 | 305.05 |
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| Dover Corporation (DOV) | 0.1 | $145k | NEW | 803.00 | 180.45 |
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| Universal Display Corporation (OLED) | 0.1 | $142k | NEW | 675.00 | 210.25 |
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| Global X U.S. Preferred ETF Etf | 0.1 | $142k | NEW | 7.2k | 19.68 |
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| Micron Technology (MU) | 0.1 | $139k | NEW | 1.1k | 131.53 |
|
| Procter & Gamble Company (PG) | 0.1 | $138k | NEW | 838.00 | 164.92 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $138k | NEW | 1.4k | 97.04 |
|
| Pure Storage Inc - Class A (PSTG) | 0.1 | $134k | NEW | 2.1k | 64.21 |
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $134k | NEW | 1.3k | 102.45 |
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| Entergy Corporation (ETR) | 0.1 | $128k | NEW | 1.2k | 107.00 |
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| Hexcel Corporation (HXL) | 0.1 | $128k | NEW | 2.1k | 62.45 |
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| UMB Financial Corporation (UMBF) | 0.1 | $128k | NEW | 1.5k | 83.42 |
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| MKS Instruments (MKSI) | 0.1 | $127k | NEW | 969.00 | 130.58 |
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| Stepan Company (SCL) | 0.1 | $123k | NEW | 1.5k | 83.97 |
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| United Therapeutics Corporation (UTHR) | 0.1 | $123k | NEW | 386.00 | 318.55 |
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| M&T Bank Corporation (MTB) | 0.1 | $121k | NEW | 800.00 | 151.36 |
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| Equity Commonwealth Pfd D PFD (EQC.PD) | 0.1 | $121k | NEW | 4.9k | 24.91 |
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| Neurocrine Biosciences (NBIX) | 0.1 | $118k | NEW | 857.00 | 137.67 |
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| Lantheus Holdings | 0.1 | $117k | NEW | 1.5k | 80.29 |
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| Ishares Trust Msci Emerging Markets Etf (EEM) | 0.1 | $116k | NEW | 2.7k | 42.59 |
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| Enbridge (ENB) | 0.1 | $114k | NEW | 3.2k | 35.59 |
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| GXO Logistics (GXO) | 0.1 | $112k | NEW | 2.2k | 50.50 |
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| Terex Corporation (TEX) | 0.1 | $111k | NEW | 2.0k | 54.84 |
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| Expedia (EXPE) | 0.1 | $109k | NEW | 865.00 | 125.99 |
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| BioMarin Pharmaceutical (BMRN) | 0.1 | $109k | NEW | 1.3k | 82.33 |
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| Essex Property Trust (ESS) | 0.1 | $109k | NEW | 400.00 | 272.20 |
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| Danaher Corporation (DHR) | 0.1 | $109k | NEW | 434.00 | 250.07 |
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| State Street Corporation (STT) | 0.1 | $108k | NEW | 1.5k | 74.00 |
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| Merck & Co | 0.1 | $107k | NEW | 863.00 | 123.82 |
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| Amgen (AMGN) | 0.1 | $107k | NEW | 341.00 | 312.45 |
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| Hudson Technologies (HDSN) | 0.1 | $105k | +2% | 12k | 8.79 |
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| Schwab 5-10 Year Corporate Bond ETF Etf (SCHI) | 0.1 | $105k | NEW | 2.4k | 44.10 |
|
| Rapid7 (RPD) | 0.1 | $105k | +30% | 2.4k | 43.23 |
|
| V.F. Corporation (VFC) | 0.1 | $104k | NEW | 7.7k | 13.50 |
|
| Lear Corp Com Stk | 0.1 | $102k | NEW | 891.00 | 114.21 |
|
| Global Payments (GPN) | 0.1 | $101k | NEW | 1.0k | 96.70 |
|
| Petiq (PETQ) | 0.1 | $100k | -75% | 4.6k | 22.06 |
|
| Coca-Cola Company (KO) | 0.1 | $100k | NEW | 1.6k | 63.65 |
|
| Public Storage Pfd N PFD (PSA.PN) | 0.1 | $98k | NEW | 5.7k | 17.17 |
|
| Progyny (PGNY) | 0.1 | $97k | NEW | 3.4k | 28.61 |
|
| Cohu (COHU) | 0.1 | $97k | NEW | 2.9k | 33.10 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $96k | NEW | 1.5k | 66.05 |
|
| Amphastar Pharmaceuticals (AMPH) | 0.1 | $93k | NEW | 2.3k | 40.00 |
|
| Trade Desk (TTD) | 0.1 | $92k | NEW | 944.00 | 97.67 |
|
| 0.1 | $92k | NEW | 2.1k | 44.07 |
|
|
| Boston Properties (BXP) | 0.1 | $91k | NEW | 1.5k | 61.56 |
|
| Schwab Intermediate Term US Treasury ETF Etf (SCHR) | 0.1 | $91k | NEW | 1.9k | 48.77 |
|
| IShares Russell 3000 ETF Etf (IWV) | 0.1 | $90k | NEW | 293.00 | 308.67 |
|
| Azek (AZEK) | 0.1 | $90k | NEW | 2.1k | 42.13 |
|
| Aspen Technology (AZPN) | 0.1 | $90k | NEW | 454.00 | 198.63 |
|
| Ofg Ban (OFG) | 0.1 | $90k | NEW | 2.4k | 37.45 |
|
| Vanguard Mortgage-Backed Securities Index Etf (VMBS) | 0.1 | $90k | NEW | 2.0k | 45.40 |
|
| Berry Plastics (BERY) | 0.1 | $87k | NEW | 1.5k | 58.85 |
|
| VanEck Vectors High-Yield Muni Etf Etf (HYD) | 0.1 | $85k | NEW | 1.6k | 51.65 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $84k | NEW | 654.00 | 128.93 |
|
| Entegris (ENTG) | 0.1 | $84k | NEW | 620.00 | 135.40 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $84k | NEW | 2.5k | 33.40 |
|
| Alcoa | 0.1 | $82k | NEW | 2.1k | 39.78 |
|
| Euronet Worldwide (EEFT) | 0.1 | $80k | NEW | 777.00 | 103.50 |
|
| Fortis (FTS) | 0.1 | $80k | NEW | 2.1k | 38.84 |
|
| Wright Express (WEX) | 0.1 | $80k | NEW | 451.00 | 177.14 |
|
| McDonald's Corporation (MCD) | 0.1 | $80k | NEW | 313.00 | 254.84 |
|
| Permian Resources Corp Class A (PR) | 0.1 | $80k | NEW | 4.9k | 16.15 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $79k | NEW | 169.00 | 468.72 |
|
| Cinemark Holdings (CNK) | 0.1 | $79k | NEW | 3.7k | 21.62 |
|
| General Electric Company | 0.1 | $78k | NEW | 491.00 | 159.09 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $78k | NEW | 1.1k | 73.69 |
|
| Cirrus Logic (CRUS) | 0.1 | $77k | NEW | 604.00 | 127.66 |
|
| Compass (COMP) | 0.1 | $77k | +60% | 21k | 3.60 |
|
Past Filings by 1620 Investment Advisors
SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021
- 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