1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $160.39 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 709 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 8.77% of the portfolio was purchased this quarter.About 6.87% of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 667 new stocks and bought additional shares in 225 stocks.1620 Investment Advisors, Inc. sold shares of 129 stocks and completely divested from 26 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $5,292,947Freedom 100 Emerging Markets ETF $4,185,716iShares 1-5 Year Investment Grade Corporate Bond ETF $3,958,470iShares 7-10 Year Treasury Bond ETF $3,789,824Avantis Emerging Markets Value ETF $3,480,808 Largest New Holdings this Quarter 92107P772 - VANECK EMERGING MARKETS BOND ETF $915,472 HoldingG0593M107 - AstraZeneca $821,173 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS $766,227 Holding26614N201 - DUPONT DE NEMOURS INC COMMON COM $484,425 Holding41456U106 - OAKMARK U.S. LARGE CAP ETF $426,131 Holding Largest Purchases this Quarter VANECK EMERGING MARKETS BOND ETF 18,534 shares (about $915.47K)AstraZeneca 5,086 shares (about $821.17K)EXXONMOBIL HOLDINGS CORP COM SHS 4,708 shares (about $766.23K)JANUS HENDERSON SECURITIZED INCOME ETF 11,285 shares (about $563.35K)SPDR Portfolio Intermediate Term Corporate Bond ETF 15,105 shares (about $487.59K) Largest Sales this Quarter SPDR MSCI EAFE StrategicFactors ETF 14,087 shares (about $1.37M)Marathon Petroleum 1,727 shares (about $682.86K)Global X Emerging Markets Bond ETF 18,361 shares (about $414.39K)Blackstone 2,793 shares (about $313.07K)Powell Industries 1,295 shares (about $238.89K) 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$5,292,947$487,589 ▲10.1%163,9703.3%ETFFRDMFreedom 100 Emerging Markets ETF$4,185,716$1,889 ▼0.0%59,8302.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,958,470$248,054 ▲6.7%77,2692.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,789,824$398,684 ▲11.8%42,4342.4%ETFAVESAvantis Emerging Markets Value ETF$3,480,808$73,206 ▲2.1%53,4442.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$3,376,574$334,693 ▲11.0%117,7742.1%ETFTYTri Continental$3,177,940$74,965 ▲2.4%92,5432.0%FinanceAAPLApple$3,084,144$48,955 ▲1.6%9,2611.9%TechnologyJPMJPMorgan Chase & Co.$2,898,489$47,310 ▲1.7%8,7611.8%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$2,890,464$1,373,890 ▼-32.2%29,6371.8%ETFJANUS HENDERSON SECURITIZED INCOME ETF$2,824,293$563,351 ▲24.9%56,5761.8%ETFSCHPSchwab U.S. TIPS ETF$2,501,263$187,746 ▲8.1%99,5331.6%ETFMSFTMicrosoft$2,492,218$211,318 ▲9.3%4,8591.6%TechnologyTSMTaiwan Semiconductor Manufacturing$2,208,872$201,636 ▼-8.4%4,8421.4%TechnologySUBiShares Short-Term National Muni Bond ETF$2,117,353$411,888 ▲24.2%20,2541.3%ETFABBVAbbVie$1,898,216$28,777 ▲1.5%7,2561.2%HealthcareTJXTJX Companies$1,883,986$102,674 ▼-5.2%14,2391.2%Consumer DiscretionaryRTXRTX$1,770,171$9,097 ▲0.5%9,5351.1%IndustrialsANGLVanEck Fallen Angel High Yield Bond ETF$1,751,862$234,549 ▲15.5%62,9941.1%ETFJHPIJohn Hancock Preferred Income ETF$1,597,153$133,168 ▲9.1%73,5681.0%ETFCVXChevron$1,557,251$34,510 ▲2.3%7,6261.0%EnergyMPCMarathon Petroleum$1,514,382$682,856 ▼-31.1%3,8300.9%EnergyNTAPNetApp$1,499,511$11,554 ▼-0.8%7,1380.9%TechnologyITMVanEck Intermediate Muni ETF$1,354,848$207,240 ▲18.1%30,7920.8%ETFNVSNovartis$1,340,017$30,795 ▲2.4%9,3990.8%HealthcareSTXSeagate Technology$1,322,636$18,447 ▼-1.4%1,4340.8%TechnologyTOTLSPDR Doubleline Total Return Tactical ETF$1,258,954$143,543 ▼-10.2%33,6440.8%ETFEPREPR Properties$1,193,611$5,220 ▲0.4%21,2650.7%Real EstateJCIJohnson Controls International$1,188,788$19,325 ▲1.7%7,9970.7%IndustrialsBMYBristol Myers Squibb$1,126,449$27,456 ▲2.5%18,0520.7%HealthcareETNEaton$1,050,2110.0%2,4440.7%IndustrialsPFEPfizer$1,045,044$15,458 ▲1.5%36,6420.7%HealthcareFHIFederated Hermes$977,089$8,512 ▲0.9%17,3340.6%FinanceAMZNAmazon.com$948,153$113,599 ▲13.6%3,8060.6%Consumer DiscretionaryGOOGLAlphabet$947,869$11,354 ▲1.2%2,7550.6%Communication ServicesQUSSPDR MSCI USA StrategicFactors ETF$921,7340.0%4,8480.6%ETFVANECK EMERGING MARKETS BOND ETF$915,472$915,472 ▲New Holding18,5340.6%ETFGILDGilead Sciences$914,444$23,700 ▲2.7%6,1350.6%HealthcareFEDERATED HERMES MDT LARGE CAP CORE ETF$911,532$123,459 ▲15.7%25,1180.6%ETFGLWCorning$906,803$111,467 ▼-10.9%5,8980.6%TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$898,894$2,654 ▼-0.3%37,9280.6%ETFBRK.BBerkshire Hathaway$866,475$14,939 ▼-1.7%1,7400.5%FinanceVZVerizon Communications$864,503$9,312 ▲1.1%18,8470.5%Communication ServicesTRVTravelers Companies$851,054$4,635 ▲0.5%2,3870.5%FinanceARCCAres Capital$850,863$140,996 ▲19.9%44,5480.5%FinanceDRHDiamondRock Hospitality$845,708$3,560 ▲0.4%68,4230.5%Real EstateAZNCFAstraZeneca$821,173$821,173 ▲New Holding5,0860.5%HealthcareTFLRT. Rowe Price Floating Rate ETF$803,059$133,069 ▲19.9%15,9020.5%ETFJNJJohnson & Johnson$781,661$35,205 ▲4.7%2,9530.5%HealthcareEXXONMOBIL HOLDINGS CORP COM SHS$766,227$766,227 ▲New Holding4,7080.5%COMMDLZMondelez International$760,520$23,938 ▲3.2%13,1530.5%Consumer StaplesTYGTortoise Energy Infrastructure$730,918$14,895 ▲2.1%19,0890.5%FinanceLEALear$716,696$20,538 ▲3.0%6,0720.4%Consumer DiscretionaryDISWalt Disney$714,169$10,175 ▲1.4%6,8080.4%Communication ServicesMOATVanEck Morningstar Wide Moat ETF$713,331$14,482 ▲2.1%6,7480.4%ETFTPRTapestry$706,115$15,645 ▲2.3%6,1380.4%Consumer DiscretionaryCHENIERE ENERGY INC COM NEW$698,267$13,180 ▲1.9%2,5960.4%COMPEPPepsiCo$694,715$23,444 ▲3.5%5,4820.4%Consumer StaplesLNCLincoln National$672,503$10,427 ▲1.6%16,7040.4%FinanceRPMRPM International$670,240$18,253 ▲2.8%6,7930.4%MaterialsTFCTruist Financial$666,754$880 ▲0.1%14,4010.4%FinanceHDHome Depot$658,169$19,626 ▲3.1%2,3140.4%Consumer DiscretionaryMDTMedtronic$654,639$10,613 ▲1.6%7,5870.4%HealthcareINVHInvitation Homes$653,473$27,804 ▲4.4%24,8190.4%Real EstatePANWPalo Alto Networks$651,916$177,181 ▼-21.4%1,6410.4%TechnologySOSouthern$650,670$227,942 ▼-25.9%7,8500.4%UtilitiesTXNTexas Instruments$648,688$8,963 ▲1.4%2,3160.4%TechnologyPFFDGlobal X U.S. Preferred ETF$647,088$165,970 ▲34.5%36,7660.4%ETFADCAgree Realty$642,033$13,562 ▲2.2%9,6100.4%Real EstateIBMInternational Business Machines$625,037$15,175 ▲2.5%2,8420.4%TechnologyRLRalph Lauren$615,691$2,485 ▲0.4%1,7340.4%Consumer DiscretionaryBONDPimco Total Return ETF$600,223$74,462 ▼-11.0%6,9000.4%ETFBXBlackstone$591,510$313,073 ▼-34.6%5,2770.4%FinanceIGEBiShares Investment Grade Systematic Bond ETF$571,935$24,562 ▲4.5%13,3660.4%ETFDDominion Energy$568,888$1,695 ▲0.3%9,4000.4%UtilitiesGRMNGarmin$564,647$4,302 ▼-0.8%1,9690.4%Consumer DiscretionaryCAHCardinal Health$554,693$1,780 ▲0.3%2,4930.3%HealthcareMGAMagna International$553,388$17,508 ▲3.3%8,6920.3%Consumer DiscretionaryPGXInvesco Preferred ETF$544,098$3,071 ▼-0.6%54,0320.3%ETFPNWPinnacle West Capital$516,837$12,840 ▲2.5%5,5550.3%UtilitiesCFGCitizens Financial Group$516,584$3,634 ▲0.7%8,1020.3%FinanceAVGOBroadcom$510,455$702 ▲0.1%1,4540.3%TechnologyEPDEnterprise Products Partners$492,479$11,680 ▲2.4%13,8300.3%EnergyKMIKinder Morgan$489,4850.0%16,2350.3%EnergyDUPONT DE NEMOURS INC COMMON COM$484,425$484,425 ▲New Holding3,7300.3%COMPEGPublic Service Enterprise Group$483,711$8,754 ▲1.8%7,1830.3%UtilitiesTOTALENERGIES SE ACT$483,588$2,907 ▲0.6%5,6560.3%COMBBYBest Buy$470,672$9,795 ▲2.1%5,3340.3%Consumer DiscretionaryTMOThermo Fisher Scientific$464,097$1,349 ▲0.3%6880.3%HealthcareGLDSPDR Gold Shares$459,674$42,273 ▲10.1%1,2070.3%ETFDRIDarden Restaurants$455,490$12,175 ▲2.7%2,3570.3%Consumer DiscretionaryWALMART INC COM$453,033$831 ▼-0.2%4,3590.3%COMSCHOSchwab Short-Term U.S. Treasury ETF$448,4730.0%18,7960.3%ETFLMTLockheed Martin$445,085$324,393 ▲268.8%8740.3%IndustrialsOUTFRONT MEDIA INC COM NEW$442,058$16,928 ▼-3.7%15,9300.3%COMHASIHA Sustainable Infrastructure Capital$429,310$2,651 ▲0.6%11,9850.3%FinanceVTRSViatris$428,452$213 ▼0.0%24,1790.3%HealthcareSMMDiShares Russell 2500 ETF$426,317$26,340 ▲6.6%4,9850.3%ETFOAKMARK U.S. LARGE CAP ETF$426,131$426,131 ▲New Holding14,5140.3%ETFRRyder System$425,415$23,242 ▼-5.2%1,8670.3%IndustrialsShowing largest 100 holdings. 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