1620 INVESTMENT ADVISORS, INC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$130.7M

Holdings

689

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (689 positions)

StockValue
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$4.3M
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
$3.1M
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$3.1M
QEFASPDR MSCI EAFE STRATEGICFACTORS ETF
$3.0M
TYTRI CONTL CORP COM
$2.8M
JPMJPMORGAN CHASE & CO. COM
$2.5M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2.4M
SCHPSCHWAB US TIPS ETF
$2.3M
TJXTJX COS INC NEW COM
$2.3M
AAPLAPPLE INC COM
$2.2M
FRDMFREEDOM 100 EMERGING MARKETS ETF
$2.1M
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$2.0M
JSIJANUS HENDERSON SECURITIZED INCOME ETF
$1.9M
TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
$1.6M
RTXRTX CORPORATION COM
$1.6M
MSFTMICROSOFT CORP COM
$1.6M
ABBVABBVIE INC COM
$1.6M
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
$1.4M
CVXCHEVRON CORP NEW COM
$1.3M
ITMVANECK INTERMEDIATE MUNI ETF
$1.3M
JHPIJOHN HANCOCK PREFERRED INCOME ETF
$1.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$1.2M
EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
$1.2M
BACVERIZON COMMUNICATIONS INC COM
$1.1M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$1.1M
SOSOUTHERN CO COM
$1.0M
NVSNNOVARTIS AG SPONSORED ADR
$985K
IBMINTERNATIONAL BUSINESS MACHS COM
$979K
QUSSPDR MSCI USA STRATEGICFACTORS ETF
$918K
ARCCARES CAPITAL CORP COM
$918K
WMBWILLIAMS COS INC COM
$861K
BMYBRISTOL-MYERS SQUIBB CO COM
$843K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$839K
TYGTORTOISE ENERGY INFRA CORP COM
$834K
MPCMARATHON PETE CORP COM
$824K
ETNEATON CORP PLC SHS
$812K
MDLZMONDELEZ INTL INC CL A
$798K
EPREPR PPTYS COM SH BEN INT
$797K
KMIKINDER MORGAN INC DEL COM
$795K
HDHOME DEPOT INC COM
$794K
PEPPEPSICO INC COM
$747K
TAT&T INC COM
$734K
RPMRPM INTL INC COM
$720K
AZNASTRAZENECA PLC SPONSORED ADR
$716K
FHIFEDERATED HERMES INC CL B
$713K
BXBLACKSTONE INC COM
$708K
LNCLINCOLN NATL CORP IND COM
$705K
GILDGILEAD SCIENCES INC COM
$702K
WMTWALMART INC COM
$695K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$684K
INVHINVITATION HOMES INC COM
$684K
AMZNAMAZON COM INC COM
$666K
PGXINVESCO PREFERRED ETF
$661K
ADCAGREE RLTY CORP COM
$661K
XOMEXXON MOBIL CORP COM
$653K
STWDSTARWOOD PPTY TR INC COM
$650K
JCIJOHNSON CTLS INTL PLC SHS
$635K
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
$628K
RNR 5.75 PERP FRENAISSANCERE HLDGS LTD 5.750 PFD F
$622K
TRVTRAVELERS COMPANIES INC COM
$618K
DISDISNEY WALT CO COM
$610K
MDTMEDTRONIC PLC SHS
$608K
HTGCHERCULES CAPITAL INC COM
$605K
NTAPNETAPP INC COM
$596K
LNGCHENIERE ENERGY INC COM NEW
$587K
OKEONEOK INC NEW COM
$573K
DRHDIAMONDROCK HOSPITALITY CO COM
$564K
POWLPOWELL INDS INC COM
$560K
MCHPMICROCHIP TECHNOLOGY INC. COM
$553K
NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
$551K
RLRALPH LAUREN CORP CL A
$543K
GLWCORNING INC COM
$539K
RITMRITHM CAPITAL CORP COM NEW
$522K
ALL 4.75 PERP IALLSTATE CORP 4.75 DP SH PF I
$521K
PSA 4.125 PERP MPUBLIC STORAGE OPER CO 4.125 DP SH PF M
$517K
AVGOBROADCOM INC COM
$517K
KMBKIMBERLY-CLARK CORP COM
$504K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$504K
LEALEAR CORP COM NEW
$501K
STZCONSTELLATION BRANDS INC CL A
$498K
DDOMINION ENERGY INC COM
$491K
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$482K
TPRTAPESTRY INC COM
$481K
GRMNGARMIN LTD SHS
$479K
PFEPFIZER INC COM
$474K
BBYBEST BUY INC COM
$465K
GLPIGAMING & LEISURE PPTYS INC COM
$464K
JNJJOHNSON & JOHNSON COM
$457K
ABTABBOTT LABS COM
$456K
PNWPINNACLE WEST CAP CORP COM
$451K
EPDENTERPRISE PRODS PARTNERS L P COM
$451K
GOOGLALPHABET INC CAP STK CL A
$450K
PDCOEURPATTERSON COS INC COM
$449K
SHYISHARES 1-3 YEAR TREASURY BOND ETF
$449K
CAHCARDINAL HEALTH INC COM
$444K
ORCLORACLE CORP COM
$443K
DDDUPONT DE NEMOURS INC COM
$433K
DRIDARDEN RESTAURANTS INC COM
$427K
PANWPALO ALTO NETWORKS INC COM
$417K
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$413K
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