1620 INVESTMENT ADVISORS, INC. Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$131.9M

Holdings

705

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (705 positions)

#	Stock	Shares	Value	% Portfolio
1	SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	123,242	$4.0M	3.06%
2	IEFISHARES 7-10 YEAR TREASURY BOND ETF	31,494	$2.9M	2.21%
3	SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF	99,730	$2.9M	2.19%
4	TYTRI CONTL CORP COM	89,044	$2.8M	2.14%
5	QEFASPDR MSCI EAFE STRATEGICFACTORS ETF	37,416	$2.7M	2.06%
6	JPMJPMORGAN CHASE & CO. COM	10,407	$2.5M	1.89%
7	AAPLAPPLE INC COM	9,740	$2.4M	1.85%
8	TJXTJX COS INC NEW COM	18,882	$2.3M	1.73%
9	SCHPSCHWAB US TIPS ETF	84,083	$2.2M	1.65%
10	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	40,533	$2.1M	1.59%
11	MSFTMICROSOFT CORP COM	4,902	$2.1M	1.57%
12	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	19,260	$2.0M	1.54%
13	FRDMFREEDOM 100 EMERGING MARKETS ETF	58,203	$1.9M	1.44%
14	TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF	39,905	$1.6M	1.19%
15	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	7,260	$1.4M	1.09%
16	ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF	49,397	$1.4M	1.07%
17	JSIJANUS HENDERSON SECURITIZED INCOME ETF	27,137	$1.4M	1.07%
18	RTXRTX CORPORATION COM	12,110	$1.4M	1.06%
19	ABBVABBVIE INC COM	7,431	$1.3M	1.00%
20	ITMVANECK INTERMEDIATE MUNI ETF	28,339	$1.3M	0.99%
21	JHPIJOHN HANCOCK PREFERRED INCOME ETF	52,159	$1.2M	0.89%
22	IBMINTERNATIONAL BUSINESS MACHS COM	5,340	$1.2M	0.89%
23	CVXCHEVRON CORP NEW COM	7,802	$1.1M	0.86%
24	GLWCORNING INC COM	23,780	$1.1M	0.86%
25	EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF	26,366	$1.1M	0.84%
26	ETNEATON CORP PLC SHS	3,180	$1.1M	0.80%
27	BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND	11,430	$1.0M	0.78%
28	POWLPOWELL INDS INC COM	4,650	$1.0M	0.78%
29	BACVERIZON COMMUNICATIONS INC COM	25,257	$1.0M	0.77%
30	AVGOBROADCOM INC COM	4,204	$975K	0.74%
31	SOSOUTHERN CO COM	11,251	$926K	0.70%
32	ARCCARES CAPITAL CORP COM	40,697	$891K	0.68%
33	QUSSPDR MSCI USA STRATEGICFACTORS ETF	5,752	$891K	0.68%
34	BXBLACKSTONE INC COM	5,004	$863K	0.65%
35	NVSNNOVARTIS AG SPONSORED ADR	8,810	$857K	0.65%
36	HDHOME DEPOT INC COM	2,178	$847K	0.64%
37	TYGTORTOISE ENERGY INFRA CORP COM	19,236	$808K	0.61%
38	MPCMARATHON PETE CORP COM	5,666	$790K	0.60%
39	NTAPNETAPP INC COM	6,777	$787K	0.60%
40	WMBWILLIAMS COS INC COM	14,500	$785K	0.59%
41	BMYBRISTOL-MYERS SQUIBB CO COM	13,698	$775K	0.59%
42	KMIKINDER MORGAN INC DEL COM	28,218	$773K	0.59%
43	RPMRPM INTL INC COM	6,123	$753K	0.57%
44	AMZNAMAZON COM INC COM	3,430	$752K	0.57%
45	PEPPEPSICO INC COM	4,918	$748K	0.57%
46	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	1,571	$712K	0.54%
47	FHIFEDERATED HERMES INC CL B	17,116	$704K	0.53%
48	DISDISNEY WALT CO COM	6,236	$694K	0.53%
49	MDLZMONDELEZ INTL INC CL A	11,541	$689K	0.52%
50	PGXINVESCO PREFERRED ETF	59,729	$689K	0.52%
51	WMTWALMART INC COM	7,570	$684K	0.52%
52	MCHPMICROCHIP TECHNOLOGY INC. COM	11,731	$673K	0.51%
53	EPREPR PPTYS COM SH BEN INT	15,071	$667K	0.51%
54	RNR 5.75 PERP FRENAISSANCERE HLDGS LTD 5.750 PFD F	29,374	$658K	0.50%
55	MOATVANECK MORNINGSTAR WIDE MOAT ETF	7,091	$658K	0.50%
56	DRHDIAMONDROCK HOSPITALITY CO COM	72,643	$656K	0.50%
57	HTGCHERCULES CAPITAL INC COM	31,690	$637K	0.48%
58	AZNASTRAZENECA PLC SPONSORED ADR	9,674	$634K	0.48%
59	JCIJOHNSON CTLS INTL PLC SHS	7,885	$622K	0.47%
60	INVHINVITATION HOMES INC COM	19,281	$616K	0.47%
61	LNCLINCOLN NATL CORP IND COM	19,437	$616K	0.47%
62	STWDSTARWOOD PPTY TR INC COM	32,382	$614K	0.47%
63	IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF	13,743	$610K	0.46%
64	ADCAGREE RLTY CORP COM	8,474	$597K	0.45%
65	TAT&T INC COM	26,161	$596K	0.45%
66	XOMEXXON MOBIL CORP COM	5,502	$592K	0.45%
67	OKEONEOK INC NEW COM	5,880	$590K	0.45%
68	GDGENERAL DYNAMICS CORP COM	2,222	$585K	0.44%
69	RLRALPH LAUREN CORP CL A	2,495	$576K	0.44%
70	GILDGILEAD SCIENCES INC COM	6,185	$571K	0.43%
71	IFFINTERNATIONAL FLAVORS&FRAGRANC COM	6,687	$565K	0.43%
72	PSA 4.125 PERP MPUBLIC STORAGE OPER CO 4.125 DP SH PF M	30,680	$547K	0.41%
73	TRVTRAVELERS COMPANIES INC COM	2,271	$547K	0.41%
74	ALL 4.75 PERP IALLSTATE CORP 4.75 DP SH PF I	26,423	$544K	0.41%
75	STZCONSTELLATION BRANDS INC CL A	2,447	$541K	0.41%
76	BBYBEST BUY INC COM	6,302	$541K	0.41%
77	LNGCHENIERE ENERGY INC COM NEW	2,506	$538K	0.41%
78	NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN	13,904	$527K	0.40%
79	GOOGLALPHABET INC CAP STK CL A	2,769	$524K	0.40%
80	MDTMEDTRONIC PLC SHS	6,530	$522K	0.40%
81	ORCLORACLE CORP COM	3,048	$508K	0.38%
82	PEGPUBLIC SVC ENTERPRISE GRP INC COM	6,002	$507K	0.38%
83	PANWPALO ALTO NETWORKS INC COM	2,746	$500K	0.38%
84	RITMRITHM CAPITAL CORP COM NEW	46,035	$499K	0.38%
85	NOCNORTHROP GRUMMAN CORP COM	1,030	$483K	0.37%
86	PFEPFIZER INC COM	18,091	$480K	0.36%
87	MLRMILLER INDS INC TENN COM NEW	7,258	$474K	0.36%
88	DDOMINION ENERGY INC COM	8,675	$467K	0.35%
89	TPRTAPESTRY INC COM	7,141	$467K	0.35%
90	KMBKIMBERLY-CLARK CORP COM	3,495	$458K	0.35%
91	GRMNGARMIN LTD SHS	2,218	$457K	0.35%
92	SHYISHARES 1-3 YEAR TREASURY BOND ETF	5,430	$445K	0.34%
93	LMTLOCKHEED MARTIN CORP COM	907	$441K	0.33%
94	PDCOEURPATTERSON COS INC COM	14,261	$440K	0.33%
95	NEWTNEWTEKONE INC COM NEW	33,846	$432K	0.33%
96	RRYDER SYS INC COM	2,735	$429K	0.33%
97	STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	4,835	$417K	0.32%
98	VFCV F CORP COM	19,401	$416K	0.32%
99	CUZCOUSINS PPTYS INC COM NEW	13,514	$414K	0.31%
100	EPDENTERPRISE PRODS PARTNERS L P COM	13,163	$413K	0.31%

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