1620 INVESTMENT ADVISORS, INC. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$150.0M

Holdings

647

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (647 positions)

StockValue
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$4.7M
QEFASPDR MSCI EAFE STRATEGICFACTORS ETF
$3.9M
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$3.5M
FRDMFREEDOM 100 EMERGING MARKETS ETF
$3.2M
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
$3.1M
TYTRI CONTL CORP COM
$3.0M
AVESAVANTIS EMERGING MARKETS VALUE ETF
$2.9M
JPMJPMORGAN CHASE & CO. COM
$2.9M
AAPLAPPLE INC COM
$2.6M
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$2.6M
TJXTJX COS INC NEW COM
$2.5M
SCHPSCHWAB US TIPS ETF
$2.4M
JSIJANUS HENDERSON SECURITIZED INCOME ETF
$2.3M
RTXRTX CORPORATION COM
$2.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$2.1M
MSFTMICROSOFT CORP COM
$2.0M
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$1.8M
ABBVABBVIE INC COM
$1.7M
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
$1.6M
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
$1.5M
JHPIJOHN HANCOCK PREFERRED INCOME ETF
$1.4M
NVSNNOVARTIS AG SPONSORED ADR
$1.2M
EMTLSTATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
$1.2M
ITMVANECK INTERMEDIATE MUNI ETF
$1.2M
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$1.2M
CVXCHEVRON CORP NEW COM
$1.2M
MDTMEDTRONIC PLC SHS
$1.2M
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
$1.1M
EPREPR PPTYS COM SH BEN INT
$1.1M
GLWCORNING INC COM
$1.0M
POWLPOWELL INDS INC COM
$1.0M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$1.0M
BACVERIZON COMMUNICATIONS INC COM
$993K
SOSOUTHERN CO COM
$990K
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$945K
QUSSTATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
$939K
JCIJOHNSON CTLS INTL PLC SHS
$938K
IBMINTERNATIONAL BUSINESS MACHS COM
$921K
BMYBRISTOL-MYERS SQUIBB CO COM
$916K
AZNASTRAZENECA PLC SPONSORED ADR
$913K
LNCLINCOLN NATL CORP IND COM
$911K
PFEPFIZER INC COM
$905K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$899K
MPCMARATHON PETE CORP COM
$898K
ETNEATON CORP PLC SHS
$892K
FHIFEDERATED HERMES INC CL B
$887K
GOOGLALPHABET INC CAP STK CL A
$877K
MNROMONRO INC COM
$857K
ARCCARES CAPITAL CORP COM
$847K
WMTWALMART INC COM
$838K
GILDGILEAD SCIENCES INC COM
$794K
AVGOBROADCOM INC COM
$792K
BXBLACKSTONE INC COM
$789K
AMZNAMAZON COM INC COM
$785K
TPRTAPESTRY INC COM
$764K
TYGTORTOISE ENERGY INFRA CORP COM
$756K
NTAPNETAPP INC COM
$751K
PEPPEPSICO INC COM
$746K
HDHOME DEPOT INC COM
$744K
DISDISNEY WALT CO COM
$742K
KMIKINDER MORGAN INC DEL COM
$739K
TFCTRUIST FINL CORP COM
$687K
ADCAGREE RLTY CORP COM
$683K
TRVTRAVELERS COMPANIES INC COM
$678K
RPMRPM INTL INC COM
$665K
MDLZMONDELEZ INTL INC CL A
$665K
LEALEAR CORP COM NEW
$661K
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
$659K
XOMEXXON MOBIL CORP COM
$656K
PGXINVESCO PREFERRED ETF
$625K
TFLRT. ROWE PRICE FLOATING RATE ETF
$623K
DRHDIAMONDROCK HOSPITALITY CO COM
$609K
INVHINVITATION HOMES INC COM
$601K
RLRALPH LAUREN CORP CL A
$595K
TAT&T INC COM
$595K
STWDSTARWOOD PPTY TR INC COM
$584K
HTGCHERCULES CAPITAL INC COM
$583K
GDGENERAL DYNAMICS CORP COM
$580K
JNJJOHNSON & JOHNSON COM
$576K
VTRSVIATRIS INC COM
$575K
OUTOUTFRONT MEDIA INC COM NEW
$555K
PANWPALO ALTO NETWORKS INC COM
$545K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$538K
DDOMINION ENERGY INC COM
$534K
ORCLORACLE CORP COM
$519K
RRYDER SYS INC COM
$509K
CAHCARDINAL HEALTH INC COM
$499K
WMBWILLIAMS COS INC COM
$495K
AESAES CORP COM
$491K
RITMRITHM CAPITAL CORP COM NEW
$488K
LNGCHENIERE ENERGY INC COM NEW
$477K
PNWPINNACLE WEST CAP CORP COM
$464K
CFGCITIZENS FINL GROUP INC COM
$461K
SCHOSCHWAB SHORT-TERM US TREASURY ETF
$458K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$438K
SMGSCOTTS MIRACLE-GRO CO CL A
$438K
MGAMAGNA INTL INC COM
$438K
GQ9SPDR GOLD SHARES
$437K
ALEXALEXANDER & BALDWIN INC NEW COM
$434K
ABTABBOTT LABS COM
$431K
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