1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $130.66 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 689 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Approximately 4.13% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 704 new stocks and bought additional shares in 170 stocks.1620 Investment Advisors, Inc. sold shares of 169 stocks and completely divested from 52 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $4,262,627SPDR Portfolio Short Term Treasury ETF $3,119,086iShares 7-10 Year Treasury Bond ETF $3,111,433SPDR MSCI EAFE StrategicFactors ETF $3,048,531Tri-Continental $2,797,893 Largest New Holdings this Quarter 36467J108 - Gaming and Leisure Properties $464,259 Holding01749D105 - Allegro MicroSystems $86,447 Holding47030M106 - James Hardie Industries $85,075 Holding693282105 - PDF Solutions $74,892 Holding192422103 - Cognex $72,696 Holding Largest Purchases this Quarter Gaming and Leisure Properties 9,121 shares (about $464.26K)JANUS HENDERSON SECURITIZED INCOME ETF 8,552 shares (about $447.70K)Lear 4,437 shares (about $391.43K)Schwab Intermediate-Term U.S. Treasury ETF 13,845 shares (about $344.19K)iShares 1-5 Year Investment Grade Corporate Bond ETF 4,604 shares (about $241.11K) Largest Sales this Quarter Corning 12,005 shares (about $549.57K)Northrop Grumman 1,024 shares (about $524.29K)International Flavors & Fragrances 5,190 shares (about $402.80K)International Business Machines 1,401 shares (about $348.37K)Simon Property Group 1,994 shares (about $331.15K) 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$4,262,627$166,067 ▲4.1%128,2383.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$3,119,086$202,984 ▲7.0%106,6722.4%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,111,433$107,863 ▲3.6%32,6252.4%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,048,531$94,351 ▲3.2%38,6112.3%ETFTYTri-Continental$2,797,893$66,922 ▲2.5%91,2262.1%FinanceJPMJPMorgan Chase & Co.$2,543,301$9,567 ▼-0.4%10,3681.9%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,363,811$241,110 ▲11.4%45,1371.8%ManufacturingSCHPSchwab U.S. TIPS ETF$2,342,337$81,342 ▲3.6%87,1081.8%ETFTJXTJX Companies$2,290,958$8,891 ▼-0.4%18,8091.8%Retail/WholesaleAAPLApple$2,152,761$10,885 ▼-0.5%9,6911.6%Computer and TechnologyFRDMAlpha Architect Freedom 100 Emerging Market ETF$2,108,879$68,737 ▲3.4%60,1641.6%ETFSUBiShares Short-Term National Muni Bond ETF$1,994,256$39,600 ▼-1.9%18,8851.5%ETFJANUS HENDERSON SECURITIZED INCOME ETF$1,868,323$447,698 ▲31.5%35,6891.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$1,639,409$31,628 ▲2.0%40,6901.3%ETFRTXRTX$1,602,846$1,192 ▼-0.1%12,1011.2%AerospaceMSFTMicrosoft$1,586,754$253,385 ▼-13.8%4,2271.2%Computer and TechnologyABBVAbbVie$1,569,400$12,362 ▲0.8%7,4901.2%MedicalANGLVanEck Fallen Angel High Yield Bond ETF$1,436,911$11,313 ▲0.8%49,7891.1%ManufacturingCVXChevron$1,298,628$6,524 ▼-0.5%7,7631.0%EnergyITMVanEck Intermediate Muni ETF$1,275,145$14,563 ▼-1.1%28,0191.0%ETFJHPIJohn Hancock Preferred Income ETF$1,227,493$58,603 ▲5.0%54,7740.9%ETFTSMTaiwan Semiconductor Manufacturing$1,189,224$15,936 ▼-1.3%7,1640.9%Computer and TechnologyEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,184,746$48,359 ▲4.3%27,4880.9%ETFVZVerizon Communications$1,146,238$590 ▲0.1%25,2700.9%Computer and TechnologyPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$1,090,195$33,288 ▲3.1%11,7900.8%ETFSOSouthern$1,033,960$552 ▼-0.1%11,2450.8%UtilitiesNVSNovartis$984,592$2,453 ▲0.2%8,8320.8%MedicalIBMInternational Business Machines$979,467$348,371 ▼-26.2%3,9390.7%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$918,107$16,767 ▲1.9%5,8590.7%ETFARCCAres Capital$918,107$16,265 ▲1.8%41,4310.7%FinanceWMBWilliams Companies$861,261$5,259 ▼-0.6%14,4120.7%EnergyBMYBristol-Myers Squibb$842,588$7,136 ▲0.9%13,8150.6%MedicalBRK.BBerkshire Hathaway$839,125$2,662 ▲0.3%1,5760.6%FinanceTYGTortoise Energy Infrastructure$834,288$6,199 ▲0.7%19,3800.6%FinanceMPCMarathon Petroleum$824,261$1,165 ▼-0.1%5,6580.6%EnergyETNEaton$812,228$52,191 ▼-6.0%2,9880.6%IndustrialsMDLZMondelez International$797,592$14,520 ▲1.9%11,7550.6%Consumer StaplesEPREPR Properties$796,840$3,946 ▲0.5%15,1460.6%FinanceKMIKinder Morgan$795,273$9,786 ▼-1.2%27,8750.6%EnergyHDHome Depot$793,820$4,398 ▼-0.6%2,1660.6%Retail/WholesalePEPPepsiCo$746,744$9,297 ▲1.3%4,9800.6%Consumer StaplesTAT&T$733,781$6,052 ▼-0.8%25,9470.6%Computer and TechnologyRPMRPM International$720,108$11,799 ▲1.7%6,2250.6%ConstructionAZNAstraZeneca$715,759$4,704 ▲0.7%9,7380.5%MedicalFHIFederated Hermes$713,098$15,289 ▲2.2%17,4910.5%FinanceBXBlackstone$708,134$8,666 ▲1.2%5,0660.5%FinanceLNCLincoln National$705,452$7,469 ▲1.1%19,6450.5%FinanceGILDGilead Sciences$701,562$8,516 ▲1.2%6,2610.5%MedicalWMTWalmart$695,160$30,553 ▲4.6%7,9180.5%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$684,112$60,104 ▲9.6%7,7740.5%ETFINVHInvitation Homes$683,708$11,779 ▲1.8%19,6190.5%FinanceAMZNAmazon.com$666,410$13,888 ▲2.1%3,5030.5%Retail/WholesalePGXInvesco Preferred ETF$661,172$8,987 ▼-1.3%58,9280.5%ETFADCAgree Realty$660,888$6,793 ▲1.0%8,5620.5%FinanceXOMExxon Mobil$653,375$951 ▼-0.1%5,4940.5%EnergySTWDStarwood Property Trust$649,563$9,371 ▲1.5%32,8560.5%FinanceJCIJohnson Controls International$635,161$3,525 ▲0.6%7,9290.5%ConstructionIGEBiShares Investment Grade Bond Factor ETF$627,957$9,362 ▲1.5%13,9510.5%ETFRENAISSANCERE HLDGS LTD 5.750 PFD F$622,100$10,028 ▼-1.6%28,9080.5%PFDTRVTravelers Companies$618,487$17,981 ▲3.0%2,3390.5%FinanceDISWalt Disney$609,881$5,626 ▼-0.9%6,1790.5%Consumer DiscretionaryMDTMedtronic$607,633$20,848 ▲3.6%6,7620.5%MedicalHTGCHercules Capital$604,596$4,169 ▼-0.7%31,4730.5%FinanceNTAPNetApp$595,978$703 ▲0.1%6,7850.5%Computer and TechnologyCHENIERE ENERGY INC COM NEW$586,599$6,711 ▲1.2%2,5350.4%COMOKEONEOK$572,599$10,815 ▼-1.9%5,7710.4%EnergyDRHDiamondRock Hospitality$563,722$2,918 ▲0.5%73,0210.4%FinancePOWLPowell Industries$559,534$232,500 ▼-29.4%3,2850.4%IndustrialsMCHPMicrochip Technology$553,181$14,717 ▼-2.6%11,4270.4%Computer and TechnologyNSANational Storage Affiliates Trust$550,654$2,837 ▲0.5%13,9760.4%FinanceRLRalph Lauren$542,579$8,167 ▼-1.5%2,4580.4%Consumer DiscretionaryGLWCorning$539,038$549,567 ▼-50.5%11,7750.4%Computer and TechnologyRITMRithm Capital$521,536$5,565 ▼-1.1%45,5490.4%FinanceALLSTATE CORP 4.75 DP SH PF I$521,241$7,313 ▲1.4%26,7990.4%PFDPUBLIC STORAGE OPER CO 4.125 DP SH PF M$517,338$7,597 ▼-1.4%30,2360.4%PFDAVGOBroadcom$516,605$187,156 ▼-26.6%3,0860.4%Computer and TechnologyKMBKimberly-Clark$503,712$6,684 ▲1.3%3,5420.4%Consumer StaplesPEGPublic Service Enterprise Group$503,685$9,712 ▲2.0%6,1200.4%UtilitiesLEALear$501,266$391,432 ▲356.4%5,6820.4%Auto/Tires/TrucksSTZConstellation Brands$498,259$49,184 ▲11.0%2,7150.4%Consumer StaplesDDominion Energy$491,061$4,654 ▲1.0%8,7580.4%UtilitiesSCHRSchwab Intermediate-Term U.S. Treasury ETF$481,563$344,187 ▲250.5%19,3710.4%ETFTPRTapestry$481,252$21,545 ▼-4.3%6,8350.4%Retail/WholesaleGRMNGarmin$479,099$2,388 ▼-0.5%2,2070.4%Computer and TechnologyPFEPfizer$474,368$15,939 ▲3.5%18,7200.4%MedicalBBYBest Buy$464,774$883 ▲0.2%6,3140.4%Retail/WholesaleGLPIGaming and Leisure Properties$464,259$464,259 ▲New Holding9,1210.4%FinanceJNJJohnson & Johnson$457,480$7,462 ▲1.7%2,7590.4%MedicalABTAbbott Laboratories$456,292$4,775 ▲1.1%3,4400.3%MedicalPNWPinnacle West Capital$451,295$5,239 ▲1.2%4,7380.3%UtilitiesEPDEnterprise Products Partners$451,187$1,809 ▲0.4%13,2160.3%EnergyGOOGLAlphabet$449,584$21,342 ▲5.0%2,9070.3%Computer and TechnologyPDCOPatterson Companies$449,262$3,749 ▲0.8%14,3810.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$449,2240.0%5,4300.3%ManufacturingCAHCardinal Health$443,619$2,067 ▲0.5%3,2200.3%MedicalORCLOracle$443,317$17,196 ▲4.0%3,1710.3%Computer and TechnologyDDDuPont de Nemours$433,443$81,028 ▲23.0%5,8040.3%Basic MaterialsDRIDarden Restaurants$427,362$8,518 ▲2.0%2,0570.3%Retail/WholesalePANWPalo Alto Networks$416,843$51,700 ▼-11.0%2,4430.3%Computer and TechnologySTXSeagate Technology$412,942$2,209 ▲0.5%4,8610.3%Computer and TechnologyShowing 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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