1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) → Write this ticker symbol down… (From StocksToTrade) (Ad) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $99.49 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 144 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Approximately 13.45% of the portfolio was purchased this quarter.About 369.28% of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 136 new stocks and bought additional shares in 71 stocks.1620 Investment Advisors, Inc. sold shares of 49 stocks and completely divested from 12 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $3,888,135iShares 7-10 Year Treasury Bond ETF $3,280,988SPDR MSCI EAFE StrategicFactors ETF $3,164,588Tri-Continental $2,731,715JPMorgan Chase & Co. $2,501,135 Largest New Holdings this Quarter Schwab U.S. TIPS ETF $1,868,632 HoldingBroadcom $774,039 HoldingPowell Industries $692,574 HoldingDiamondRock Hospitality $674,122 HoldingLincoln National $607,532 Holding Largest Purchases this Quarter Schwab U.S. TIPS ETF 35,825 shares (about $1.87M)Bristol-Myers Squibb 16,646 shares (about $902.70K)Broadcom 584 shares (about $774.04K)Powell Industries 3 shares (about $692.57K)NetApp 6,468 shares (about $678.93K) Largest Sales this Quarter Tapestry 7,066 shares (about $84.48M)Public Service Enterprise Group 5,858 shares (about $74.34M)Rithm Capital 40,379 shares (about $62.32M)Novartis 8,754 shares (about $42.01M)Starwood Property Trust 32,681 shares (about $19.29M) Sector Allocation Over TimeMap of 500 Largest Holdings of1620 Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$3,888,135$324,741 ▲9.1%118,9403.9%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,280,988$102,989 ▲3.2%34,6613.3%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,164,588$94,960 ▲3.1%41,5903.2%ETFTYTri-Continental$2,731,715$45,091 ▲1.7%88,6922.7%FinanceJPMJPMorgan Chase & Co.$2,501,135$48,272 ▲2.0%12,4872.5%FinanceMSFTMicrosoft$2,323,035$76,986 ▲3.4%5,5222.3%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,171,262$15,500 ▲0.7%20,7322.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$2,021,797$132,743 ▲7.0%69,9102.0%ETFTJXTJX Companies$1,963,099$3,293,487 ▼-62.7%7,5242.0%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$1,868,632$1,868,632 ▲New Holding35,8251.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,843,140$180,248 ▲10.8%35,9431.9%ManufacturingFRDMAlpha Architect Freedom 100 Emerging Market ETF$1,830,792$39,902 ▲2.2%54,2781.8%ETFETNEaton$1,691,911$90,052 ▼-5.1%5,4111.7%Industrial ProductsAAPLApple$1,655,610$18,691 ▼-1.1%9,6551.7%Computer and TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,469,499$42,092 ▲2.9%36,6921.5%ETFABBVAbbVie$1,374,144$22,399 ▲1.7%7,5461.4%MedicalITMVanEck Intermediate Muni ETF$1,368,278$87,206 ▲6.8%29,4191.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$1,358,089$39,090 ▲3.0%46,7981.4%ManufacturingPEPPepsiCo$1,339,914$657,590 ▼-32.9%4,9841.3%Consumer StaplesMCHPMicrochip Technology$1,254,146$8,971 ▲0.7%13,9801.3%Computer and TechnologyCVXChevron$1,229,938$35,335 ▲3.0%7,7971.2%Oils/EnergyMPCMarathon Petroleum$1,213,092$4,030 ▲0.3%6,0201.2%Oils/EnergyVZVerizon Communications$1,199,390$55,052 ▲4.8%28,5841.2%Computer and TechnologyRLRalph Lauren$1,161,582$11,393 ▼-1.0%2,5491.2%Consumer DiscretionaryEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,084,748$20,461 ▲1.9%25,7131.1%ETFIBMInternational Business Machines$1,055,245$171,673 ▼-14.0%5,5261.1%Computer and TechnologyJHPIJohn Hancock Preferred Income ETF$1,029,094$72,601 ▲7.6%45,7981.0%ETFTSMTaiwan Semiconductor Manufacturing$1,023,640$335,536 ▲48.8%10,3971.0%Computer and TechnologyPIMCO ETF TR$983,579$60,997 ▲6.6%10,7071.0%ACTIVE BD ETFBMYBristol-Myers Squibb$931,330$902,697 ▲3,152.7%17,1740.9%MedicalHDHome Depot$878,465$1,534 ▼-0.2%2,2900.9%Retail/WholesaleXOMExxon Mobil$855,410$95,898 ▼-10.1%7,3590.9%Oils/EnergyNVSNovartis$844,550$42,006,765 ▼-98.0%1760.8%MedicalARCCAres Capital$819,409$163,561 ▼-16.6%39,3570.8%FinanceSOSouthern$792,065$13,240,687 ▼-94.4%6000.8%UtilitiesMDLZMondelez International$791,210$12,670 ▲1.6%11,3030.8%Consumer StaplesQUSSPDR MSCI USA StrategicFactors ETF$775,708$4,805 ▲0.6%5,3270.8%ETFAVGOBroadcom$774,039$774,039 ▲New Holding5840.8%Computer and TechnologyNTAPNetApp$755,029$678,928 ▲892.1%7,1930.8%Computer and TechnologyPGXInvesco Preferred ETF$729,646$21,455 ▲3.0%61,4180.7%ETFRPMRPM International$727,855$357,755 ▲96.7%11,9100.7%ConstructionBRK.BBerkshire Hathaway$710,679$5,467 ▲0.8%1,6900.7%FinancePOWLPowell Industries$692,574$692,574 ▲New Holding30.7%Industrial ProductsSTWDStarwood Property Trust$687,479$19,285,409 ▼-96.6%1,1650.7%FinanceDRHDiamondRock Hospitality$674,122$674,122 ▲New Holding70,1480.7%FinanceBXBlackstone$669,856$9,574,286 ▼-93.5%3310.7%FinanceDISWalt Disney$645,089$4,283 ▲0.7%5,2720.6%Consumer DiscretionaryAZNAstraZeneca$643,165$28,727 ▼-4.3%9,4930.6%MedicalSTZConstellation Brands$642,199$2,990 ▲0.5%2,3630.6%Consumer StaplesINVHInvitation Homes$638,060$9,935 ▲1.6%17,9180.6%FinanceGESGuess?$621,753$8,025 ▼-1.3%19,7570.6%Consumer DiscretionaryFHIFederated Hermes$614,726$23,406 ▼-3.7%17,0190.6%FinanceLNCLincoln National$607,532$607,532 ▲New Holding19,0270.6%FinanceIIPRInnovative Industrial Properties$601,381$1,035 ▲0.2%5,8080.6%FinanceAMZNAmazon.com$599,763$43,111 ▲7.7%3,3250.6%Retail/WholesaleHTGCHercules Capital$589,404$33,930 ▲6.1%31,9460.6%FinanceTYGTortoise Energy Infrastructure$586,885$1,480,923 ▼-71.6%5,3080.6%FinanceIFFInternational Flavors & Fragrances$570,286$49,530 ▲9.5%6,6320.6%Consumer StaplesEPREPR Properties$565,568$2,038 ▲0.4%13,3230.6%FinanceSLBSchlumberger$543,057$4,385,747 ▼-89.0%1,0390.5%Oils/EnergyMDTMedtronic$519,763$519,763 ▲New Holding5,9640.5%MedicalPFEPfizer$515,671$11,706,717 ▼-95.8%7850.5%MedicalJCIJohnson Controls International$513,242$19,466 ▲3.9%7,8570.5%Industrial ProductsRITMRithm Capital$504,666$62,317,763 ▼-99.2%3270.5%FinanceBBYBest Buy$498,414$21,902 ▲4.6%6,0760.5%Retail/WholesaleTRVTravelers Companies$496,642$496,642 ▲New Holding6260.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$484,138$91,594 ▲23.3%5,9200.5%ManufacturingPANWPalo Alto Networks$481,600$414,681 ▲619.7%11,4860.5%Computer and TechnologyRPDRapid7$478,600$478,600 ▲New Holding1,8660.5%Computer and TechnologyVLOValero Energy$465,130$41,819 ▲9.9%2,7250.5%Oils/EnergyADCAgree Realty$465,082$2,513 ▲0.5%8,1420.5%FinanceTAT&T$464,886$23,443 ▲5.3%26,4140.5%Computer and TechnologyIGEBiShares Investment Grade Bond Factor ETF$459,600$57,456 ▲14.3%10,2470.5%ETFKMBKimberly-Clark$458,158$5,303 ▼-1.1%3,5420.5%Consumer StaplesSTXSeagate Technology$445,151$15,594,553 ▼-97.2%1560.4%Business ServicesINTCIntel$441,683$8,745 ▲2.0%10,0000.4%Computer and TechnologyWMTWalmart$434,849$289,177 ▲198.5%7,2270.4%Retail/WholesaleGILDGilead Sciences$429,928$167,605 ▼-28.0%5,8690.4%MedicalJNJJohnson & Johnson$421,735$4,746 ▼-1.1%2,6660.4%MedicalABTAbbott Laboratories$419,064$227 ▼-0.1%3,6870.4%MedicalHRBH&R Block$413,735$63,448 ▼-13.3%8,4250.4%Consumer DiscretionaryFLNGFLEX LNG$413,237$202,016 ▼-32.8%16,2500.4%TransportationGLWCorning$411,490$64,039 ▼-13.5%12,4850.4%Computer and TechnologyPEGPublic Service Enterprise Group$393,401$74,340,099 ▼-99.5%310.4%UtilitiesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$388,930$7,174 ▲1.9%4,3370.4%ETFLMTLockheed Martin$385,730$5,004 ▼-1.3%8480.4%AerospaceDDDuPont de Nemours$382,430$15,947 ▼-4.0%4,9880.4%Basic MaterialsEPDEnterprise Products Partners$375,196$1,342 ▼-0.4%12,8580.4%Oils/EnergySPNSSapiens International$375,179$99,588 ▼-21.0%9,9080.4%Computer and TechnologyFSKFS KKR Capital$369,405$28,109 ▲8.2%19,3710.4%FinanceMLRMiller Industries$367,348$2,004 ▲0.5%7,3320.4%Auto/Tires/TrucksGOOGLAlphabet$364,949$113,349 ▲45.1%2,4180.4%Computer and TechnologyTMOThermo Fisher Scientific$363,837$212,158 ▲139.9%1,5040.4%MedicalMOATVanEck Morningstar Wide Moat ETF$361,847$361,847 ▲New Holding4,0250.4%ETFHIIHuntington Ingalls Industries$358,508$30,021 ▲9.1%1,2300.4%AerospaceCHENIERE ENERGY INC$357,396$10,644 ▲3.1%2,2160.4%COM NEWGDGeneral Dynamics$352,548$35,311 ▲11.1%1,2480.4%AerospaceUTLUnitil$340,118$2,042 ▼-0.6%6,4970.3%UtilitiesCATCaterpillar$339,681$31,879 ▲10.4%9270.3%Industrial ProductsCODICompass Diversified$338,857$2,816 ▲0.8%14,0780.3%FinanceShowing largest 100 holdings. 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