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, FRDM, SPTS, and represent 12.85% of 1620 Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SWK, SPIB, WDAY, YOU, SAM, IEF, TTD, RBRK, CMG, GWRE.
- Started 28 new stock positions in BSCR, GME, AMC, SWK, SPYG, BSCS, QLTY, TXXI, GME.WS, FRPT.
- Reduced shares in these 10 stocks: AVES, AstraZeneca, POWL, GLW, , MDT, ALEX, WMT, STX, RTX.
- Sold out of its positions in AES, ALEX, AVES, Astria Therapeutics, CSWC, SDVY, OAKM, IAC, IWY, INDA. ASG, XYZ, TDOC, TRIP, UAA, AVDL, CYBR.
- 1620 Investment Advisors was a net seller of stock by $-7.4M.
- 1620 Investment Advisors has $148M in assets under management (AUM), dropping by -1.46%.
- Central Index Key (CIK): 0001907281
Tip: Access up to 7 years of quarterly data
Positions held by 1620 Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for 1620 Investment Advisors
1620 Investment Advisors holds 658 positions in its portfolio as reported in the March 2026 quarterly 13F filing
1620 Investment Advisors has 658 total positions. Only the first 250 positions are shown.
- Sign up to view all of the 1620 Investment Advisors March 31, 2026 positions
- Download the 1620 Investment Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) | 3.3 | $4.9M | +3% | 145k | 33.54 |
|
| Spdr Msci Eafe Strategicfactors Etf Etf (QEFA) | 2.7 | $4.1M | +2% | 44k | 93.27 |
|
| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 2.4 | $3.6M | +3% | 37k | 95.44 |
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| Freedom 100 Emerging Markets Etf Etf (FRDM) | 2.3 | $3.4M | 62k | 54.65 |
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| State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 2.1 | $3.1M | 107k | 29.18 |
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| Tri Contl Corp Cef (TY) | 2.0 | $2.9M | 93k | 31.59 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $2.6M | 8.9k | 294.18 |
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| TJX Companies (TJX) | 1.7 | $2.6M | 16k | 159.70 |
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| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 1.7 | $2.5M | 49k | 52.56 |
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| Schwab Us Tips Etf Etf (SCHP) | 1.6 | $2.4M | 91k | 26.61 |
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| Apple (AAPL) | 1.6 | $2.4M | 9.4k | 253.79 |
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| Taiwan Semiconductor Mfg (TSM) | 1.6 | $2.4M | 7.0k | 337.95 |
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| Janus Henderson Securitized Income Etf Etf (JSI) | 1.6 | $2.3M | +3% | 45k | 51.55 |
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| Raytheon Technologies Corp (RTX) | 1.3 | $1.9M | -15% | 10k | 192.91 |
|
| Ishares Short-term National Muni Bond Etf Etf (SUB) | 1.2 | $1.7M | -3% | 16k | 106.50 |
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| Abbvie (ABBV) | 1.1 | $1.6M | 7.5k | 217.50 |
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| Chevron Corporation (CVX) | 1.1 | $1.6M | 7.9k | 206.92 |
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| Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) | 1.1 | $1.6M | +2% | 54k | 28.72 |
|
| State Street Doubleline Total Return Tactical Etf Etf (TOTL) | 1.0 | $1.6M | 39k | 39.73 |
|
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| Microsoft Corporation (MSFT) | 1.0 | $1.5M | 4.2k | 370.25 |
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| John Hancock Preferred Income Etf Etf (JHPI) | 1.0 | $1.5M | +4% | 65k | 22.58 |
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| Novartis (NVS) | 0.9 | $1.4M | 9.1k | 152.75 |
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| Marathon Petroleum Corp (MPC) | 0.9 | $1.4M | 5.6k | 244.21 |
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| Seagate Technology (STX) | 0.9 | $1.4M | -22% | 3.5k | 391.76 |
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| State Street Doubleline Emerging Markets Fixed Income Etf Etf (EMTL) | 0.8 | $1.2M | +2% | 29k | 42.56 |
|
| Vaneck Intermediate Muni Etf Etf (ITM) | 0.8 | $1.2M | 26k | 46.43 |
|
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| Schwab Intermediate-term Us Treasury Etf Etf (SCHR) | 0.8 | $1.1M | 45k | 24.91 |
|
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| Southern Company (SO) | 0.7 | $1.1M | 11k | 96.53 |
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| Epr Properties (EPR) | 0.7 | $1.1M | 22k | 49.96 |
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| Bristol Myers Squibb (BMY) | 0.7 | $1.0M | 17k | 60.65 |
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| Johnson Controls International Plc equity (JCI) | 0.7 | $1.0M | 7.9k | 130.95 |
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| Pfizer (PFE) | 0.7 | $1.0M | 37k | 28.08 |
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| Verizon Communications (VZ) | 0.7 | $1.0M | -15% | 21k | 50.20 |
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| Pimco Active Bond Exchange-traded Fund Etf (BOND) | 0.7 | $1.0M | 11k | 92.28 |
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| Eaton (ETN) | 0.7 | $1.0M | 2.8k | 357.67 |
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| AstraZeneca | 0.7 | $992k | -49% | 5.0k | 197.24 |
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| Federated Investors (FHI) | 0.7 | $977k | 17k | 56.71 |
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| Powell Industries (POWL) | 0.7 | $966k | -43% | 1.8k | 541.08 |
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| Corning Incorporated (GLW) | 0.7 | $962k | -39% | 7.1k | 135.98 |
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| Tortoise Energy Infra Corp Cef (TYG) | 0.6 | $939k | 19k | 49.85 |
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| Gilead Sciences (GILD) | 0.6 | $930k | +3% | 6.7k | 139.37 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $925k | 5.5k | 169.66 |
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| State Street Spdr Msci Usa Strategicfactors Etf Etf (QUS) | 0.6 | $908k | 5.3k | 171.64 |
|
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| Berkshire Hathaway (BRK.B) | 0.6 | $849k | -5% | 1.8k | 479.36 |
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| Vaneck Morningstar Wide Moat Etf Etf (MOAT) | 0.6 | $842k | 8.7k | 96.70 |
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| Tapestry (TPR) | 0.6 | $836k | 5.9k | 141.13 |
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| Pepsi (PEP) | 0.6 | $821k | 5.3k | 155.29 |
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| Alphabet Inc Class A cs (GOOGL) | 0.5 | $785k | -2% | 2.7k | 287.59 |
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| Ares Capital Corp Cef (ARCC) | 0.5 | $765k | 43k | 18.02 |
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| International Business Machines (IBM) | 0.5 | $756k | 3.1k | 242.47 |
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| NetApp (NTAP) | 0.5 | $737k | +2% | 7.2k | 102.40 |
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| Cheniere Energy (LNG) | 0.5 | $721k | +3% | 2.5k | 283.76 |
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| Lincoln National Corporation (LNC) | 0.5 | $719k | 20k | 35.50 |
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| Home Depot (HD) | 0.5 | $718k | 2.2k | 328.89 |
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| Mondelez Int (MDLZ) | 0.5 | $718k | 13k | 57.64 |
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| Agree Realty Corporation (ADC) | 0.5 | $717k | 9.5k | 75.39 |
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| Lear Corporation (LEA) | 0.5 | $709k | 5.9k | 121.08 |
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| Broadcom (AVGO) | 0.5 | $695k | 2.2k | 309.58 |
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| Amazon (AMZN) | 0.5 | $695k | -2% | 3.3k | 208.27 |
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| Travelers Companies (TRV) | 0.5 | $685k | 2.3k | 291.76 |
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| Ishares Investment Grade Systematic Bond Etf Etf (IGEB) | 0.5 | $681k | +4% | 15k | 45.06 |
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| Johnson & Johnson (JNJ) | 0.5 | $681k | 2.8k | 244.49 |
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| Kinder Morgan (KMI) | 0.4 | $664k | -26% | 20k | 33.53 |
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| Truist Financial Corp equities (TFC) | 0.4 | $659k | +2% | 14k | 45.97 |
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| T. Rowe Price Floating Rate Etf Etf (TFLR) | 0.4 | $654k | +6% | 13k | 50.36 |
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| RPM International (RPM) | 0.4 | $647k | 6.5k | 99.41 |
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| DiamondRock Hospitality Company (DRH) | 0.4 | $647k | 69k | 9.37 |
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| Walt Disney Company (DIS) | 0.4 | $632k | 6.6k | 96.38 |
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| Medtronic (MDT) | 0.4 | $627k | -41% | 7.2k | 86.65 |
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| Invesco Preferred Etf Etf (PGX) | 0.4 | $604k | 56k | 10.88 |
|
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $603k | +2% | 5.2k | 115.00 |
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| Williams Companies (WMB) | 0.4 | $600k | 8.2k | 72.78 |
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| OUTFRONT Media (OUT) | 0.4 | $597k | -2% | 23k | 26.50 |
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| General Dynamics Corporation (GD) | 0.4 | $592k | 1.7k | 343.22 |
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| Ralph Lauren Corp (RL) | 0.4 | $590k | 1.7k | 343.99 |
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| Dominion Resources (D) | 0.4 | $581k | +3% | 9.4k | 61.82 |
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| Starwood Property Trust (STWD) | 0.4 | $579k | +3% | 34k | 17.22 |
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| Palo Alto Networks (PANW) | 0.4 | $562k | +18% | 3.5k | 160.36 |
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| Public Service Enterprise (PEG) | 0.4 | $560k | +3% | 6.9k | 80.95 |
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| Invitation Homes (INVH) | 0.4 | $545k | 22k | 24.85 |
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| Pinnacle West Capital Corporation (PNW) | 0.4 | $542k | +2% | 5.4k | 100.75 |
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| Wal-Mart Stores (WMT) | 0.4 | $541k | -42% | 4.4k | 124.29 |
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| Ryder System (R) | 0.4 | $535k | 2.6k | 204.71 |
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| Enterprise Products Partners (EPD) | 0.3 | $513k | 14k | 37.84 |
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| Totalenergies Se Etf (TTE) | 0.3 | $512k | 5.6k | 90.98 |
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| Cardinal Health (CAH) | 0.3 | $504k | 2.4k | 211.31 |
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| Citizens Financial (CFG) | 0.3 | $480k | 8.0k | 59.97 |
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| At&t (T) | 0.3 | $474k | -31% | 16k | 28.99 |
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| Scotts Miracle-Gro Company (SMG) | 0.3 | $473k | +3% | 7.8k | 60.81 |
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| Spdr Gold Shares Etf (GLD) | 0.3 | $472k | 1.1k | 430.29 |
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| Garmin (GRMN) | 0.3 | $466k | 2.0k | 232.07 |
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| Magna Intl Inc cl a (MGA) | 0.3 | $463k | 8.3k | 55.81 |
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| Hercules Capital Cef (HTGC) | 0.3 | $458k | 31k | 14.77 |
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| Schwab Short-term Us Treasury Etf Etf (SCHO) | 0.3 | $456k | 19k | 24.27 |
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| Global X U.s. Preferred Etf Etf (PFFD) | 0.3 | $455k | +9% | 25k | 18.40 |
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| Darden Restaurants (DRI) | 0.3 | $435k | 2.2k | 196.04 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $434k | +6% | 2.2k | 194.14 |
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| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.3 | $431k | 4.6k | 93.94 |
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| Hannon Armstrong (HASI) | 0.3 | $427k | 12k | 36.75 |
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| Viatris (VTRS) | 0.3 | $422k | -32% | 31k | 13.51 |
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| Oracle Corporation (ORCL) | 0.3 | $417k | +6% | 2.8k | 147.15 |
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| New Residential Investment (RITM) | 0.3 | $417k | 44k | 9.48 |
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| Global X Emerging Markets Bond Etf Etf (EMBD) | 0.3 | $416k | +2% | 18k | 23.43 |
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| Hasbro (HAS) | 0.3 | $409k | 4.4k | 93.60 |
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| Constellation Brands (STZ) | 0.3 | $408k | +4% | 2.7k | 150.03 |
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| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.3 | $386k | -9% | 13k | 30.68 |
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| Air Products & Chemicals (APD) | 0.3 | $382k | +6% | 1.3k | 290.49 |
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| Altria (MO) | 0.3 | $373k | 5.7k | 65.99 |
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| Oneok (OKE) | 0.3 | $371k | -2% | 4.1k | 90.39 |
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| Tanger Factory Outlet Centers (SKT) | 0.2 | $362k | +3% | 11k | 33.98 |
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| Qnity Electronics (Q) | 0.2 | $362k | -2% | 3.1k | 115.38 |
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| Abbott Laboratories (ABT) | 0.2 | $352k | 3.4k | 102.68 |
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| Ishares Russell 2500 Etf Etf (SMMD) | 0.2 | $352k | -2% | 4.6k | 76.35 |
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| V.F. Corporation (VFC) | 0.2 | $350k | +2% | 21k | 16.99 |
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| Monro Muffler Brake (MNRO) | 0.2 | $349k | -49% | 22k | 16.04 |
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| MercadoLibre (MELI) | 0.2 | $344k | 199.00 | 1729.39 |
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| Valero Energy Corporation (VLO) | 0.2 | $339k | 1.4k | 247.08 |
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| Boston Beer Company (SAM) | 0.2 | $339k | +48% | 1.5k | 230.40 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $329k | 669.00 | 491.53 |
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| Cousins Properties (CUZ) | 0.2 | $326k | +3% | 15k | 22.57 |
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| Marvell Technology (MRVL) | 0.2 | $325k | 3.3k | 99.05 |
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| Bk Nova Cad (BNS) | 0.2 | $324k | 4.7k | 69.31 |
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| Dupont De Nemours (DD) | 0.2 | $319k | +18% | 7.0k | 45.80 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.2 | $313k | 5.5k | 56.68 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $301k | -3% | 3.1k | 96.47 |
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| Vail Resorts (MTN) | 0.2 | $274k | -13% | 2.1k | 128.32 |
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| Newtek Business Svcs (NEWT) | 0.2 | $270k | 25k | 10.95 |
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| Stanley Black & Decker (SWK) | 0.2 | $265k | NEW | 3.7k | 71.06 |
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| SYSCO Corporation (SYY) | 0.2 | $262k | 3.7k | 71.34 |
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| Lam Research (LRCX) | 0.2 | $255k | -17% | 1.2k | 213.66 |
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| Shift4 Pmts Inc 6 Ser A Cnv Pref PFD (FOUR.PA) | 0.2 | $253k | +4% | 4.7k | 53.64 |
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| Four Corners Ppty Tr (FCPT) | 0.2 | $243k | +5% | 10k | 23.65 |
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| Vaneck Short High Yield Muni Etf Etf (SHYD) | 0.2 | $239k | 11k | 22.66 |
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| Unitil Corporation (UTL) | 0.2 | $239k | 4.6k | 52.24 |
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| Best Buy (BBY) | 0.2 | $237k | +5% | 3.7k | 64.20 |
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| Nextracker (NXT) | 0.2 | $236k | 2.0k | 120.55 |
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| Cisco Systems (CSCO) | 0.2 | $236k | 3.0k | 77.59 |
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| FedEx Corporation (FDX) | 0.2 | $235k | 658.00 | 356.35 |
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| Applied Materials (AMAT) | 0.2 | $233k | 683.00 | 341.79 |
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| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.2 | $233k | 2.8k | 82.57 |
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| Clorox Company (CLX) | 0.2 | $229k | +40% | 2.2k | 103.63 |
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| Dentsply Sirona (XRAY) | 0.2 | $229k | 20k | 11.60 |
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| Healthequity (HQY) | 0.2 | $226k | 2.7k | 83.57 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.2 | $226k | 760.00 | 297.38 |
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| United Therapeutics Corporation (UTHR) | 0.2 | $226k | 381.00 | 592.98 |
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| Flex Lng (FLNG) | 0.2 | $224k | +2% | 7.6k | 29.71 |
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| Entegris (ENTG) | 0.1 | $221k | -2% | 1.9k | 117.24 |
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| Expedia (EXPE) | 0.1 | $221k | 958.00 | 230.89 |
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| Innovative Industria A (IIPR) | 0.1 | $218k | 4.3k | 50.17 |
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| Tesla Motors (TSLA) | 0.1 | $214k | 575.00 | 372.20 |
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| Emerson Electric (EMR) | 0.1 | $213k | 1.6k | 131.02 |
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| Analog Devices (ADI) | 0.1 | $212k | 666.00 | 318.27 |
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| Invesco Senior Loan Etf Etf (BKLN) | 0.1 | $211k | 10k | 20.41 |
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| GXO Logistics (GXO) | 0.1 | $209k | 4.0k | 51.85 |
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| Regal-beloit Corporation (RRX) | 0.1 | $209k | +9% | 1.1k | 187.26 |
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| Enbridge (ENB) | 0.1 | $209k | 3.9k | 54.14 |
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| MKS Instruments (MKSI) | 0.1 | $204k | 888.00 | 229.98 |
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| Hexcel Corporation (HXL) | 0.1 | $203k | 2.5k | 80.93 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $203k | -2% | 7.8k | 26.13 |
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| CVS Caremark Corporation (CVS) | 0.1 | $196k | 2.7k | 71.82 |
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| Visa (V) | 0.1 | $195k | +28% | 644.00 | 302.70 |
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| Ciena Corporation (CIEN) | 0.1 | $195k | -43% | 501.00 | 388.34 |
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| Coherent Corp (COHR) | 0.1 | $194k | -53% | 815.00 | 238.31 |
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| Miller Industries (MLR) | 0.1 | $189k | +2% | 4.2k | 45.55 |
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| Diamondback Energy (FANG) | 0.1 | $186k | 940.00 | 197.90 |
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| American Express Company (AXP) | 0.1 | $182k | 600.00 | 302.48 |
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| Avantis International Equity Etf Etf (AVDE) | 0.1 | $180k | -3% | 2.1k | 84.84 |
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| Dell Technologies (DELL) | 0.1 | $180k | 1.1k | 164.13 |
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| Solstice Advanced Matls (SOLS) | 0.1 | $179k | 2.4k | 76.16 |
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| Cullen/Frost Bankers (CFR) | 0.1 | $178k | 1.3k | 137.08 |
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| Vita Coco Co Inc/the (COCO) | 0.1 | $176k | 3.7k | 47.91 |
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| Micron Technology (MU) | 0.1 | $175k | -57% | 518.00 | 337.88 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $175k | 808.00 | 216.58 |
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| NVIDIA Corporation (NVDA) | 0.1 | $172k | 986.00 | 174.51 |
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| Cognex Corporation (CGNX) | 0.1 | $172k | 3.5k | 48.99 |
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| Teradyne (TER) | 0.1 | $169k | -28% | 570.00 | 296.46 |
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| Compass (COMP) | 0.1 | $168k | +8% | 23k | 7.31 |
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| Ss&c Technologies Holding (SSNC) | 0.1 | $167k | +44% | 2.5k | 67.57 |
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| Dover Corporation (DOV) | 0.1 | $162k | 777.00 | 208.45 |
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| Fidelity National Information Services (FIS) | 0.1 | $161k | -2% | 3.4k | 46.91 |
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| Workday Inc cl a (WDAY) | 0.1 | $160k | +7600% | 1.2k | 129.92 |
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| Fortis (FTS) | 0.1 | $157k | +3% | 2.8k | 55.79 |
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| UnitedHealth (UNH) | 0.1 | $156k | 578.00 | 270.59 |
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| American Electric Power Company (AEP) | 0.1 | $155k | 1.2k | 131.08 |
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| T. Rowe Price Ultra Short-term Bond Etf Etf (TBUX) | 0.1 | $147k | +16% | 2.9k | 49.76 |
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| Eastern Bankshares (EBC) | 0.1 | $146k | +5% | 7.5k | 19.56 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $146k | +3% | 3.3k | 43.74 |
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| Generac Holdings (GNRC) | 0.1 | $144k | 738.00 | 195.33 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $143k | 237.00 | 604.39 |
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| Gorman-Rupp Company (GRC) | 0.1 | $143k | 2.3k | 62.13 |
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| Kroger (KR) | 0.1 | $143k | 2.0k | 72.36 |
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| Eli Lilly & Co. (LLY) | 0.1 | $141k | -3% | 153.00 | 924.28 |
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| Toast (TOST) | 0.1 | $140k | +110% | 5.3k | 26.51 |
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| Automatic Data Processing (ADP) | 0.1 | $139k | 685.00 | 203.18 |
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| Amkor Technology (AMKR) | 0.1 | $138k | -47% | 3.1k | 45.03 |
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| Power Integrations (POWI) | 0.1 | $136k | 2.7k | 51.20 |
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| Entergy Corporation (ETR) | 0.1 | $135k | 1.2k | 112.36 |
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| Twilio Inc cl a (TWLO) | 0.1 | $135k | 1.1k | 125.82 |
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| Global Foundries (GFS) | 0.1 | $134k | 3.0k | 44.48 |
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| Trade Desk (TTD) | 0.1 | $133k | +232% | 5.9k | 22.69 |
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| Clear Secure (YOU) | 0.1 | $133k | NEW | 2.8k | 48.41 |
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| Uber Technologies (UBER) | 0.1 | $133k | +2% | 1.8k | 71.94 |
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| H&R Block (HRB) | 0.1 | $132k | +9% | 4.2k | 31.74 |
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| Tg Therapeutics (TGTX) | 0.1 | $130k | 3.9k | 33.22 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $129k | 2.3k | 56.79 |
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| Lennar Corporation (LEN) | 0.1 | $128k | +2% | 1.5k | 86.85 |
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| TowneBank (TOWN) | 0.1 | $127k | +5% | 3.8k | 33.67 |
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| Q2 Holdings (QTWO) | 0.1 | $126k | +93% | 2.7k | 47.30 |
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| PDF Solutions (PDFS) | 0.1 | $125k | 3.8k | 32.71 |
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| Tarsus Pharmaceuticals (TARS) | 0.1 | $125k | 1.8k | 70.15 |
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| Okta Inc cl a (OKTA) | 0.1 | $122k | +12% | 1.5k | 78.71 |
|
| Waystar Holding Corp (WAY) | 0.1 | $120k | +110% | 5.0k | 24.11 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $120k | 4.6k | 26.33 |
|
|
| PriceSmart (PSMT) | 0.1 | $120k | 794.00 | 150.50 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $119k | +12% | 12k | 9.94 |
|
| Bassett Furniture Industries (BSET) | 0.1 | $119k | +4% | 8.4k | 14.15 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $118k | +73% | 198.00 | 597.55 |
|
| Procter & Gamble Company (PG) | 0.1 | $117k | 811.00 | 144.44 |
|
|
| Fastenal Company (FAST) | 0.1 | $115k | 2.5k | 46.41 |
|
|
| Schlumberger (SLB) | 0.1 | $115k | 2.2k | 51.39 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $115k | -7% | 968.00 | 118.63 |
|
| International Flavors & Fragrances (IFF) | 0.1 | $114k | 1.6k | 72.55 |
|
|
| Magnite Ord (MGNI) | 0.1 | $114k | +6% | 9.6k | 11.88 |
|
| UMB Financial Corporation (UMBF) | 0.1 | $111k | 987.00 | 112.79 |
|
|
| Epam Systems (EPAM) | 0.1 | $111k | -2% | 816.00 | 135.40 |
|
| Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) | 0.1 | $108k | 4.8k | 22.68 |
|
|
| Schwab High Yield Bond Etf Etf (SCYB) | 0.1 | $108k | -28% | 4.2k | 26.00 |
|
| Allegro Microsystems Ord (ALGM) | 0.1 | $108k | -25% | 3.4k | 31.53 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $107k | 1.4k | 78.66 |
|
|
| AZZ Incorporated (AZZ) | 0.1 | $104k | -2% | 833.00 | 125.13 |
|
| Neurocrine Biosciences (NBIX) | 0.1 | $104k | -13% | 787.00 | 131.74 |
|
| Rockwell Automation (ROK) | 0.1 | $103k | 287.00 | 358.88 |
|
|
| Sprott Asset Management Lp Physical Gold Tr Cef (PHYS) | 0.1 | $103k | 2.9k | 35.44 |
|
|
| Merck & Co (MRK) | 0.1 | $101k | 842.00 | 120.31 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $101k | -19% | 497.00 | 203.48 |
|
| Ida (IDA) | 0.1 | $100k | -3% | 700.00 | 142.97 |
|
| General Electric (GE) | 0.1 | $99k | 349.00 | 284.29 |
|
|
| Ishares 3-7 Year Treasury Bond Etf Etf (IEI) | 0.1 | $98k | +2% | 830.00 | 118.60 |
|
| eBay (EBAY) | 0.1 | $98k | -2% | 1.1k | 91.02 |
|
| Hartford Financial Services (HIG) | 0.1 | $97k | 717.00 | 135.26 |
|
|
| Cirrus Logic (CRUS) | 0.1 | $97k | 667.00 | 144.62 |
|
|
| Equity Residential (EQR) | 0.1 | $95k | +4% | 1.6k | 59.15 |
|
| Intel Corporation (INTC) | 0.1 | $94k | 2.1k | 44.13 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $93k | 1.2k | 79.61 |
|
|
| Netflix (NFLX) | 0.1 | $93k | +12% | 967.00 | 96.21 |
|
| State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI) | 0.1 | $93k | 2.0k | 45.34 |
|
|
| Microchip Technology (MCHP) | 0.1 | $93k | 1.4k | 64.61 |
|
|
| Rubrik (RBRK) | 0.1 | $93k | NEW | 1.9k | 48.97 |
|
| salesforce (CRM) | 0.1 | $93k | 496.00 | 186.93 |
|
|
| Celsius Holdings (CELH) | 0.1 | $91k | 2.6k | 35.48 |
|
Past Filings by 1620 Investment Advisors
SEC 13F filings are viewable for 1620 Investment Advisors going back to 2021
- 1620 Investment Advisors 2026 Q1 filed May 13, 2026
- 1620 Investment Advisors 2025 Q4 filed Feb. 5, 2026
- 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