1620 Investment Advisors

1620 Investment Advisors as of Dec. 31, 2022

Portfolio Holdings for 1620 Investment Advisors

1620 Investment Advisors holds 134 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Portfolio Intrmdt Term Corp Bd ETF Etf (SPIB) 4.1 $3.4M 107k 31.83
iShares 7-10 Year Treasury Bond ETF Etf (IEF) 3.0 $2.5M 26k 95.78
Tri Continental Corporation Etf (TY) 2.6 $2.2M 84k 25.63
SPDR Blmbrg Brcly Inv Gr Flt Rate ETF Etf (FLRN) 2.4 $2.0M 65k 30.39
SPDR MSCI EAFE StrategicFactors ETF Etf (QEFA) 2.4 $2.0M 31k 64.10
iShares TIPS Bond ETF Etf (TIP) 2.3 $1.9M 18k 106.44
iShares Short Term Ntnl Muni Bond ETF Etf (SUB) 2.2 $1.8M 18k 104.27
TJX Companies (TJX) 2.1 $1.7M 22k 79.60
Pepsi (PEP) 1.7 $1.4M 7.9k 180.66
Chevron Corporation (CVX) 1.7 $1.4M 7.8k 179.50
SPDR Doubleline Total Return Tactical ETF Etf (TOTL) 1.7 $1.4M 35k 40.04
Apple (AAPL) 1.6 $1.4M 10k 129.93
Abbvie (ABBV) 1.5 $1.3M 7.8k 161.61
JPMorgan Chase & Co. (JPM) 1.5 $1.2M 9.2k 134.10
Eaton (ETN) 1.5 $1.2M 7.7k 156.95
International Business Machines (IBM) 1.3 $1.1M 7.9k 140.89
Exxon Mobil Corporation (XOM) 1.3 $1.1M 9.8k 110.30
VanEck Vectors Fallen Angel HiYld Bd ETF Etf (ANGL) 1.3 $1.1M 40k 27.02
SPDR Ptf Short-Term Treasury ETF Etf (SPTS) 1.3 $1.1M 37k 28.89
Microsoft Corporation (MSFT) 1.2 $1.0M 4.3k 239.80
Ares Capital Corporation (ARCC) 1.2 $978k 53k 18.47
Microchip Technology (MCHP) 1.1 $944k 13k 70.25
Innovative Industria A (IIPR) 1.1 $934k 9.2k 101.35
Pfizer (PFE) 1.1 $926k 18k 51.24
Flex Lng (FLNG) 1.1 $918k 28k 32.69
SPDR Doubleline Emerging Mkts Fxd Inc ETF Etf (EMTL) 1.1 $896k 22k 40.20
Raytheon Technologies Corp (RTX) 1.1 $873k 8.6k 100.92
Marathon Petroleum Corp (MPC) 1.1 $872k 7.5k 116.39
Lockheed Martin Corporation (LMT) 1.1 $868k 1.8k 486.49
iShares Short-Term Corporate Bond ETF Etf (IGSB) 1.0 $828k 17k 49.82
PIMCO Active Bond ETF Etf (BOND) 1.0 $826k 9.1k 90.48
Gilead Sciences (GILD) 1.0 $822k 9.6k 85.85
John Hancock Preferred Income ETF Etf (JHPI) 1.0 $812k 38k 21.61
PP + L RESOURCES Holding 1.0 $790k 23k 35.18
CVS Caremark Corporation (CVS) 1.0 $787k 8.4k 93.19
Novartis (NVS) 0.9 $781k 8.6k 90.72
Best Buy (BBY) 0.9 $740k 9.2k 80.21
Mondelez Int (MDLZ) 0.9 $718k 11k 66.65
Abbott Laboratories (ABT) 0.9 $713k 6.5k 109.79
Bristol Myers Squibb (BMY) 0.9 $707k 9.8k 71.95
Home Depot (HD) 0.9 $703k 2.2k 315.87
Foot Locker (FL) 0.8 $691k 18k 37.79
AstraZeneca (AZN) 0.8 $681k 10k 67.80
Invesco Preferred ETF Etf (PGX) 0.8 $681k 61k 11.18
DiamondRock Hospitality Company (DRH) 0.8 $643k 79k 8.19
RenaissanceRe Holdings Ltd Pfd F PFD (RNR.PF) 0.8 $626k 29k 21.66
Federated Investors (FHI) 0.8 $622k 17k 36.31
Schlumberger (SLB) 0.7 $612k 12k 53.46
Starwood Property Trust (STWD) 0.7 $612k 33k 18.33
Verizon Communications (VZ) 0.7 $590k 15k 39.40
Tortoise Energy Infrastructure 0.7 $569k 18k 31.77
RPM International (RPM) 0.7 $567k 5.8k 97.45
General Dynamics Corporation (GD) 0.7 $565k 2.3k 248.11
Agree Realty Corporation (ADC) 0.7 $551k 7.8k 70.93
Constellation Brands (STZ) 0.6 $528k 2.3k 231.76
Berkshire Hathaway (BRK.B) 0.6 $504k 1.6k 308.90
Global X Autonomous & Electric Vhicles Etf (DRIV) 0.6 $499k 10.00 49870.80
Epr Properties (EPR) 0.6 $497k 13k 37.72
Southern Company (SO) 0.6 $496k 6.9k 71.41
Public Storage 4.125 Pfd M PFD (PSA.PM) 0.6 $495k 29k 17.21
Hercules Technology Growth Capital (HTGC) 0.6 $487k 37k 13.22
Kimberly-Clark Corporation (KMB) 0.6 $465k 3.4k 135.75
Johnson & Johnson (JNJ) 0.6 $463k 2.6k 176.65
Invitation Homes (INVH) 0.5 $440k 15k 29.64
NetApp (NTAP) 0.5 $435k 7.2k 60.06
Palo Alto Networks (PANW) 0.5 $434k 3.1k 139.54
Corning Incorporated (GLW) 0.5 $433k 14k 31.94
Devon Energy Corporation (DVN) 0.5 $428k 7.0k 61.51
Walt Disney Company (DIS) 0.5 $427k 4.9k 86.88
Johnson Controls International Plc equity (JCI) 0.5 $426k 6.7k 64.00
Guess? (GES) 0.5 $415k 20k 20.69
SPDR Nuveen Blmbrg Barclays Mun Bd ETF Etf (TFI) 0.5 $413k 9.0k 45.62
Fs Kkr Capital Corp (FSK) 0.5 $389k 22k 17.50
St Paul Travelers Cos 0.5 $388k 2.1k 187.49
Valero Energy Corporation (VLO) 0.5 $384k 3.0k 126.86
Triton International 0.5 $381k 5.5k 68.78
H&R Block (HRB) 0.5 $372k 10k 36.51
Northrop Grumman Corporation (NOC) 0.4 $370k 678.00 545.61
Blackstone Group Inc Com Cl A (BX) 0.4 $368k 5.0k 74.19
Ryder System (R) 0.4 $365k 4.4k 83.57
Alexander & Baldwin (ALEX) 0.4 $355k 19k 18.73
iShares JPMorgan USD Emerg Mkts Bond ETF Etf (EMB) 0.4 $355k 4.2k 84.59
Dupont De Nemours (DD) 0.4 $352k 5.1k 68.63
Thermo Fisher Scientific (TMO) 0.4 $350k 635.00 550.69
Bk Nova Cad (BNS) 0.4 $345k 7.0k 48.98
Public Service Enterprise (PEG) 0.4 $339k 5.5k 61.27
Air Products & Chemicals (APD) 0.4 $339k 1.1k 308.26
Williams Companies (WMB) 0.4 $336k 10k 32.90
Kinder Morgan (KMI) 0.4 $327k 18k 18.08
Huntington Ingalls Inds (HII) 0.4 $323k 1.4k 230.68
Wal-Mart Stores (WMT) 0.4 $322k 2.3k 141.79
Halliburton Company (HAL) 0.4 $321k 8.2k 39.35
Pinnacle West Capital Corporation (PNW) 0.4 $319k 4.2k 76.04
Morgan Stanley Pfd Ser A PFD (MS.PA) 0.4 $309k 16k 18.94
Truist Financial Corp equities (TFC) 0.4 $307k 7.1k 43.03
Total (TTE) 0.4 $303k 4.9k 62.08
Taiwan Semiconductor Mfg (TSM) 0.4 $297k 4.0k 74.49
Simon Property (SPG) 0.4 $295k 2.5k 117.48
Compass Diversified Holdings (CODI) 0.4 $291k 16k 18.23
Oneok (OKE) 0.3 $286k 4.3k 65.70
SYSCO Corporation (SYY) 0.3 $285k 3.7k 76.45
Seagate Technology (STX) 0.3 $282k 5.4k 52.61
Cheniere Energy (LNG) 0.3 $282k 1.9k 149.96
Cousins Properties (CUZ) 0.3 $279k 11k 25.29
New Residential Investment (RITM) 0.3 $271k 33k 8.17
Amazon (AMZN) 0.3 $267k 3.2k 84.00
SPDR MSCI USA StrategicFactors ETF Etf (QUS) 0.3 $261k 2.4k 110.31
Washington Real Estate Investment Trust (ELME) 0.3 $261k 15k 17.80
Ralph Lauren Corp (RL) 0.3 $253k 2.4k 105.67
Tapestry (TPR) 0.3 $252k 6.6k 38.08
Global X Fds Emerging Markets ETF Etf (EMBD) 0.3 $248k 12k 21.39
Graphic Packaging Holding Company (GPK) 0.3 $248k 11k 22.25
Intel Corporation (INTC) 0.3 $247k 9.4k 26.43
Magellan Midstream Partners 0.3 $246k 4.9k 50.21
Texas Instruments Incorporated (TXN) 0.3 $232k 1.4k 165.22
Baker Hughes A Ge Company (BKR) 0.3 $231k 7.8k 29.53
Sapiens International Corp (SPNS) 0.3 $230k 12k 18.48
Invesco Senior Loan ETF Etf (BKLN) 0.3 $230k 11k 20.53
Automatic Data Processing (ADP) 0.3 $227k 950.00 238.86
Bassett Furniture Industries (BSET) 0.3 $223k 13k 17.38
Clipper Realty Inc Reit equities - reit (CLPR) 0.3 $223k 35k 6.40
VanEck Vectors Short High Yld Muni ETF Etf (SHYD) 0.3 $221k 9.9k 22.27
Enbridge (ENB) 0.3 $220k 5.6k 39.10
Four Corners Ppty Tr (FCPT) 0.3 $218k 8.4k 25.93
V.F. Corporation (VFC) 0.3 $217k 7.9k 27.61
Darden Restaurants (DRI) 0.3 $214k 1.5k 138.33
Cullen/Frost Bankers (CFR) 0.3 $209k 1.6k 133.70
Tanger Factory Outlet Centers (SKT) 0.2 $189k 11k 17.94
Newell Rubbermaid (NWL) 0.2 $141k 11k 13.08
Hudson Technologies (HDSN) 0.1 $119k 12k 10.12
Vizio Hldg Corp (VZIO) 0.1 $80k 11k 7.41
Paramount Group Inc reit (PGRE) 0.1 $69k 12k 5.94
Solo Brands (DTC) 0.1 $48k 13k 3.72
Freedom 100 Emerging Markets ETF Etf (FRDM) 0.0 $16k 47k 0.34