1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $147.28 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 649 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 4.91% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 680 new stocks and bought additional shares in 145 stocks.1620 Investment Advisors, Inc. sold shares of 214 stocks and completely divested from 62 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $4,585,450SPDR MSCI EAFE StrategicFactors ETF $3,729,252iShares 7-10 Year Treasury Bond ETF $3,419,223JPMorgan Chase & Co. $3,121,795Tri Continental $3,119,810 Largest New Holdings this Quarter 82452J307 - SHIFT4 PMTS INC 6 SER A CNV PREF $466,381 Holding808524631 - SCHWAB HIGH YIELD BOND ETF $200,475 Holding24703L202 - Dell Technologies $125,041 Holding383082104 - Gorman-Rupp $107,578 Holding739276103 - Power Integrations $107,280 Holding Largest Purchases this Quarter Monro Muffler Brake 29,731 shares (about $534.27K)Truist Financial 10,311 shares (about $471.41K)SHIFT4 PMTS INC 6 SER A CNV PREF 4,916 shares (about $466.38K)Viatris 45,675 shares (about $452.18K)Vail Resorts 2,521 shares (about $377.07K) Largest Sales this Quarter Seagate Technology 2,671 shares (about $630.52K)Williams Companies 6,132 shares (about $388.46K)International Business Machines 828 shares (about $233.63K)Broadcom 598 shares (about $197.24K)iShares Short-Term National Muni Bond ETF 1,801 shares (about $192.31K) 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$4,585,450$94,248 ▲2.1%135,3043.1%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,729,252$107,602 ▲3.0%42,4212.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,419,223$151,250 ▲4.6%35,4472.3%ETFJPMJPMorgan Chase & Co.$3,121,795$160,868 ▼-4.9%9,8972.1%FinanceTYTri Continental$3,119,810$14,178 ▲0.5%91,7592.1%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$3,094,566$45,416 ▼-1.4%105,5452.1%ETFFRDMFreedom 100 Emerging Markets ETF$2,822,569$49,893 ▲1.8%63,7001.9%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,563,152$43,379 ▲1.7%48,3341.7%ManufacturingAAPLApple$2,459,075$42,780 ▼-1.7%9,6571.7%Computer and TechnologyTJXTJX Companies$2,399,390$39,893 ▼-1.6%16,6001.6%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$2,370,642$27,166 ▼-1.1%87,9641.6%ETFMSFTMicrosoft$2,192,973$32,630 ▼-1.5%4,2341.5%Computer and TechnologyJANUS HENDERSON SECURITIZED INCOME ETF$2,192,490$235,479 ▲12.0%41,9451.5%ETFRTXRTX$2,010,237$31,122 ▼-1.5%12,0141.4%AerospaceTSMTaiwan Semiconductor Manufacturing$1,972,067$44,686 ▼-2.2%7,0611.3%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$1,834,908$192,311 ▼-9.5%17,1841.2%ETFABBVAbbVie$1,743,602$28,481 ▼-1.6%7,5301.2%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$1,718,629$21,583 ▼-1.2%42,3621.2%ETFSTXSeagate Technology$1,703,881$630,516 ▼-27.0%7,2181.2%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$1,551,057$24,587 ▲1.6%52,1711.1%ManufacturingJHPIJohn Hancock Preferred Income ETF$1,369,056$41,220 ▲3.1%59,0870.9%ETFEPREPR Properties$1,325,712$638 ▲0.0%22,8530.9%FinanceEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,273,482$27,924 ▲2.2%29,0050.9%ETFITMVanEck Intermediate Muni ETF$1,226,372$19,199 ▼-1.5%26,3170.8%ETFCVXChevron$1,223,023$155 ▲0.0%7,8760.8%EnergySCHRSchwab Intermediate-Term U.S. Treasury ETF$1,193,047$8,670 ▲0.7%47,4750.8%ETFMDTMedtronic$1,184,214$12,476 ▲1.1%12,4340.8%MedicalNVSNovartis$1,162,369$13,593 ▲1.2%9,0640.8%MedicalVZVerizon Communications$1,129,946$2,681 ▲0.2%25,7100.8%Computer and TechnologyETNEaton$1,088,319$29,192 ▼-2.6%2,9080.7%IndustrialsMPCMarathon Petroleum$1,077,925$25,247 ▼-2.3%5,5930.7%EnergyPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$1,072,784$10,455 ▼-1.0%11,4920.7%ETFSOSouthern$1,066,334$8,340 ▼-0.8%11,2520.7%UtilitiesPFEPfizer$1,031,048$56,795 ▲5.8%40,4650.7%MedicalGLWCorning$986,536$2,953 ▼-0.3%12,0270.7%Computer and TechnologyPOWLPowell Industries$981,793$24,690 ▼-2.5%3,2210.7%IndustrialsBRK.BBerkshire Hathaway$974,604$170,392 ▲21.2%1,9390.7%FinanceQUSSPDR MSCI USA StrategicFactors ETF$940,177$104,597 ▼-10.0%5,4920.6%ETFFHIFederated Hermes$912,345$8,361 ▼-0.9%17,5690.6%FinanceMNROMonro Muffler Brake$906,245$534,266 ▲143.6%50,4310.6%Consumer DiscretionaryBXBlackstone$888,693$6,321 ▼-0.7%5,2020.6%FinanceIBMInternational Business Machines$883,155$233,627 ▼-20.9%3,1300.6%Computer and TechnologyHDHome Depot$876,428$13,371 ▼-1.5%2,1630.6%Retail/WholesaleJCIJohnson Controls International$872,039$16,273 ▼-1.8%7,9310.6%ConstructionARCCAres Capital$856,563$7,797 ▲0.9%41,9680.6%FinanceMOATVanEck Morningstar Wide Moat ETF$841,543$39,347 ▲4.9%8,4910.6%ETFNTAPNetApp$835,713$3,080 ▼-0.4%7,0550.6%Computer and TechnologyBMYBristol Myers Squibb$825,789$189,467 ▲29.8%18,3100.6%MedicalLNCLincoln National$815,715$23,432 ▲3.0%20,2260.6%FinanceWMTWalmart$813,704$22,159 ▼-2.7%7,8950.6%Retail/WholesaleTYGTortoise Energy Infrastructure$796,153$1,422 ▼-0.2%18,4770.5%FinanceAVGOBroadcom$772,814$197,244 ▼-20.3%2,3430.5%Computer and TechnologyAZNAstraZeneca$766,296$3,376 ▲0.4%9,9880.5%MedicalMDLZMondelez International$764,147$11,932 ▲1.6%12,2320.5%Consumer StaplesTFCTruist Financial$762,552$471,412 ▲161.9%16,6790.5%FinanceKMIKinder Morgan$761,595$26,526 ▼-3.4%26,9020.5%EnergyRPMRPM International$756,288$2,240 ▲0.3%6,4160.5%Basic MaterialsAMZNAmazon.com$753,576$12,296 ▼-1.6%3,4320.5%Retail/WholesaleORCLOracle$746,933$165,641 ▼-18.2%2,6560.5%Computer and TechnologyDISWalt Disney$746,894$29,656 ▲4.1%6,5230.5%Consumer DiscretionaryPEPPepsiCo$732,288$22,612 ▲3.2%5,2140.5%Consumer StaplesGILDGilead Sciences$717,854$6,327 ▼-0.9%6,4670.5%MedicalTPRTapestry$700,718$90,123 ▼-11.4%6,1890.5%Retail/WholesaleGOOGLAlphabet$683,912$3,161 ▼-0.5%2,8130.5%Computer and TechnologyIGEBiShares Investment Grade Systematic Bond ETF$678,842$138 ▲0.0%14,7430.5%ETFTAT&T$678,410$53,628 ▼-7.3%24,0230.5%Computer and TechnologyADCAgree Realty$672,311$51,503 ▲8.3%9,4640.5%FinancePGXInvesco Preferred ETF$655,896$1,659 ▲0.3%56,5430.4%ETFTRVTravelers Companies$653,285$6,980 ▼-1.1%2,3400.4%FinanceINVHInvitation Home$649,882$37,454 ▲6.1%22,1580.4%FinanceSTWDStarwood Property Trust$637,893$3,545 ▼-0.6%32,9320.4%FinanceXOMExxon Mobil$614,713$1,128 ▼-0.2%5,4520.4%EnergyPANWPalo Alto Networks$601,458$104,655 ▲21.1%2,9540.4%Computer and TechnologyGDGeneral Dynamics$597,773$168,795 ▲39.3%1,7530.4%AerospaceLEALear$591,285$4,527 ▲0.8%5,8770.4%Auto/Tires/TrucksHTGCHercules Capital$587,401$5,333 ▼-0.9%31,0630.4%FinanceTFLRT. Rowe Price Floating Rate ETF$577,845$42,091 ▲7.9%11,2300.4%ETFCHENIERE ENERGY INC COM NEW$576,171$3,760 ▼-0.6%2,4520.4%COMPEGPublic Service Enterprise Group$559,692$36,890 ▲7.1%6,7060.4%UtilitiesDDominion Energy$557,932$7,279 ▲1.3%9,1210.4%UtilitiesRLRalph Lauren$540,264$20,695 ▼-3.7%1,7230.4%Consumer DiscretionaryDRHDiamondRock Hospitality$539,871$12,999 ▲2.5%67,8230.4%FinanceWMBWilliams Companies$522,257$388,462 ▼-42.7%8,2440.4%EnergyJNJJohnson & Johnson$515,757$6,674 ▼-1.3%2,7820.4%MedicalGRMNGarmin$513,248$33,232 ▼-6.1%2,0850.3%Computer and TechnologyRITMRithm Capital$510,796$8,007 ▼-1.5%44,8460.3%FinanceRRyder System$503,292$5,282 ▼-1.0%2,6680.3%TransportationMOAltria Group$502,0560.0%7,6000.3%Consumer StaplesSCHOSchwab Short-Term U.S. Treasury ETF$466,455$179,560 ▼-27.8%19,1170.3%ETFSHIFT4 PMTS INC 6 SER A CNV PREF$466,381$466,381 ▲New Holding4,9160.3%PFDKMBKimberly-Clark$463,291$7,212 ▲1.6%3,7260.3%Consumer StaplesPNWPinnacle West Capital$463,094$13,270 ▲2.9%5,1650.3%UtilitiesMELIMercadoLibre$460,475$2,337 ▼-0.5%1970.3%Retail/WholesaleDDDuPont de Nemours$460,311$3,038 ▼-0.7%5,9090.3%Basic MaterialsABTAbbott Laboratories$459,740$2,277 ▼-0.5%3,4320.3%MedicalVTRSViatris$457,430$452,183 ▲8,617.9%46,2050.3%MedicalCUZCousins Properties$437,804$33,889 ▲8.4%15,1280.3%FinanceSCHDSchwab US Dividend Equity ETF$433,537$218,461 ▲101.6%15,8800.3%ETFHASIHA Sustainable Infrastructure Capital$428,701$31 ▼0.0%13,9640.3%FinanceGLPIGaming and Leisure Properties$425,1300.0%9,1210.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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