1620 INVESTMENT ADVISORS, INC. Q3 2025 Filing

Filed October 7, 2025

Portfolio Value

$147.3M

Holdings

649

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (649 positions)

#	Stock	Shares	Value	% Portfolio
1	SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	135,304	$4.6M	3.11%
2	QEFASPDR MSCI EAFE STRATEGICFACTORS ETF	42,421	$3.7M	2.53%
3	IEFISHARES 7-10 YEAR TREASURY BOND ETF	35,447	$3.4M	2.32%
4	JPMJPMORGAN CHASE & CO. COM	9,897	$3.1M	2.12%
5	TYTRI CONTL CORP COM	91,759	$3.1M	2.12%
6	SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF	105,545	$3.1M	2.10%
7	FRDMFREEDOM 100 EMERGING MARKETS ETF	63,700	$2.8M	1.92%
8	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	48,334	$2.6M	1.74%
9	AAPLAPPLE INC COM	9,657	$2.5M	1.67%
10	TJXTJX COS INC NEW COM	16,600	$2.4M	1.63%
11	SCHPSCHWAB US TIPS ETF	87,964	$2.4M	1.61%
12	MSFTMICROSOFT CORP COM	4,234	$2.2M	1.49%
13	JSIJANUS HENDERSON SECURITIZED INCOME ETF	41,945	$2.2M	1.49%
14	RTXRTX CORPORATION COM	12,014	$2.0M	1.36%
15	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	7,061	$2.0M	1.34%
16	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	17,184	$1.8M	1.25%
17	ABBVABBVIE INC COM	7,530	$1.7M	1.18%
18	TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF	42,362	$1.7M	1.17%
19	STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	7,218	$1.7M	1.16%
20	ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF	52,171	$1.6M	1.05%
21	JHPIJOHN HANCOCK PREFERRED INCOME ETF	59,087	$1.4M	0.93%
22	EPREPR PPTYS COM SH BEN INT	22,853	$1.3M	0.90%
23	EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF	29,005	$1.3M	0.86%
24	ITMVANECK INTERMEDIATE MUNI ETF	26,317	$1.2M	0.83%
25	CVXCHEVRON CORP NEW COM	7,876	$1.2M	0.83%
26	SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF	47,475	$1.2M	0.81%
27	MDTMEDTRONIC PLC SHS	12,434	$1.2M	0.80%
28	NVSNNOVARTIS AG SPONSORED ADR	9,064	$1.2M	0.79%
29	BACVERIZON COMMUNICATIONS INC COM	25,710	$1.1M	0.77%
30	ETNEATON CORP PLC SHS	2,908	$1.1M	0.74%
31	MPCMARATHON PETE CORP COM	5,593	$1.1M	0.73%
32	BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND	11,492	$1.1M	0.73%
33	SOSOUTHERN CO COM	11,252	$1.1M	0.72%
34	PFEPFIZER INC COM	40,465	$1.0M	0.70%
35	GLWCORNING INC COM	12,027	$987K	0.67%
36	POWLPOWELL INDS INC COM	3,221	$982K	0.67%
37	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	1,939	$975K	0.66%
38	QUSSPDR MSCI USA STRATEGICFACTORS ETF	5,492	$940K	0.64%
39	FHIFEDERATED HERMES INC CL B	17,569	$912K	0.62%
40	MNROMONRO INC COM	50,431	$906K	0.62%
41	BXBLACKSTONE INC COM	5,202	$889K	0.60%
42	IBMINTERNATIONAL BUSINESS MACHS COM	3,130	$883K	0.60%
43	HDHOME DEPOT INC COM	2,163	$876K	0.60%
44	JCIJOHNSON CTLS INTL PLC SHS	7,931	$872K	0.59%
45	ARCCARES CAPITAL CORP COM	41,968	$857K	0.58%
46	MOATVANECK MORNINGSTAR WIDE MOAT ETF	8,491	$842K	0.57%
47	NTAPNETAPP INC COM	7,055	$836K	0.57%
48	BMYBRISTOL-MYERS SQUIBB CO COM	18,310	$826K	0.56%
49	LNCLINCOLN NATL CORP IND COM	20,226	$816K	0.55%
50	WMTWALMART INC COM	7,895	$814K	0.55%
51	TYGTORTOISE ENERGY INFRA CORP COM	18,477	$796K	0.54%
52	AVGOBROADCOM INC COM	2,343	$773K	0.52%
53	AZNASTRAZENECA PLC SPONSORED ADR	9,988	$766K	0.52%
54	MDLZMONDELEZ INTL INC CL A	12,232	$764K	0.52%
55	TFCTRUIST FINL CORP COM	16,679	$763K	0.52%
56	KMIKINDER MORGAN INC DEL COM	26,902	$762K	0.52%
57	RPMRPM INTL INC COM	6,416	$756K	0.51%
58	AMZNAMAZON COM INC COM	3,432	$754K	0.51%
59	ORCLORACLE CORP COM	2,656	$747K	0.51%
60	DISDISNEY WALT CO COM	6,523	$747K	0.51%
61	PEPPEPSICO INC COM	5,214	$732K	0.50%
62	GILDGILEAD SCIENCES INC COM	6,467	$718K	0.49%
63	TPRTAPESTRY INC COM	6,189	$701K	0.48%
64	GOOGLALPHABET INC CAP STK CL A	2,813	$684K	0.46%
65	IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF	14,743	$679K	0.46%
66	TAT&T INC COM	24,023	$678K	0.46%
67	ADCAGREE RLTY CORP COM	9,464	$672K	0.46%
68	PGXINVESCO PREFERRED ETF	56,543	$656K	0.45%
69	TRVTRAVELERS COMPANIES INC COM	2,340	$653K	0.44%
70	INVHINVITATION HOMES INC COM	22,158	$650K	0.44%
71	STWDSTARWOOD PPTY TR INC COM	32,932	$638K	0.43%
72	XOMEXXON MOBIL CORP COM	5,452	$615K	0.42%
73	PANWPALO ALTO NETWORKS INC COM	2,954	$601K	0.41%
74	GDGENERAL DYNAMICS CORP COM	1,753	$598K	0.41%
75	LEALEAR CORP COM NEW	5,877	$591K	0.40%
76	HTGCHERCULES CAPITAL INC COM	31,063	$587K	0.40%
77	TFLRT. ROWE PRICE FLOATING RATE ETF	11,230	$578K	0.39%
78	LNGCHENIERE ENERGY INC COM NEW	2,452	$576K	0.39%
79	PEGPUBLIC SVC ENTERPRISE GRP INC COM	6,706	$560K	0.38%
80	DDOMINION ENERGY INC COM	9,121	$558K	0.38%
81	RLRALPH LAUREN CORP CL A	1,723	$540K	0.37%
82	DRHDIAMONDROCK HOSPITALITY CO COM	67,823	$540K	0.37%
83	WMBWILLIAMS COS INC COM	8,244	$522K	0.35%
84	JNJJOHNSON & JOHNSON COM	2,782	$516K	0.35%
85	GRMNGARMIN LTD SHS	2,085	$513K	0.35%
86	RITMRITHM CAPITAL CORP COM NEW	44,846	$511K	0.35%
87	RRYDER SYS INC COM	2,668	$503K	0.34%
88	MOALTRIA GROUP INC COM	7,600	$502K	0.34%
89	SCHOSCHWAB SHORT-TERM US TREASURY ETF	19,117	$466K	0.32%
90	FOUR 6 05/01/28SHIFT4 PMTS INC 6 SER A CNV PREF	4,916	$466K	0.32%
91	KMBKIMBERLY-CLARK CORP COM	3,726	$463K	0.31%
92	PNWPINNACLE WEST CAP CORP COM	5,165	$463K	0.31%
93	MLB1MERCADOLIBRE INC COM	197	$460K	0.31%
94	DDDUPONT DE NEMOURS INC COM	5,909	$460K	0.31%
95	ABTABBOTT LABS COM	3,432	$460K	0.31%
96	VTRSVIATRIS INC COM	46,205	$457K	0.31%
97	CUZCOUSINS PPTYS INC COM NEW	15,128	$438K	0.30%
98	SCHDSCHWAB US DIVIDEND EQUITY ETF	15,880	$434K	0.29%
99	HASIHA SUSTAINABLE INFRA CAP INC COM	13,964	$429K	0.29%
100	GLPIGAMING & LEISURE PPTYS INC COM	9,121	$425K	0.29%

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