1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $131.95 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 705 different stocks, but just 127 companies or ETFs make up 80% of its holdings.Approximately 48.23% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 453 new stocks and bought additional shares in 119 stocks.1620 Investment Advisors, Inc. sold shares of 98 stocks and completely divested from 131 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $4,037,399iShares 7-10 Year Treasury Bond ETF $2,911,638SPDR Portfolio Short Term Treasury ETF $2,893,158Tri-Continental $2,821,817SPDR MSCI EAFE StrategicFactors ETF $2,713,013 Largest New Holdings this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF $4,037,399 HoldingSPDR MSCI EAFE StrategicFactors ETF $2,713,013 HoldingJPMorgan Chase & Co. $2,494,739 HoldingSPDR Doubleline Total Return Tactical ETF $1,571,856 HoldingVanEck Fallen Angel High Yield Bond ETF $1,416,218 Holding Largest Purchases this Quarter SPDR Portfolio Intermediate Term Corporate Bond ETF 123,242 shares (about $4.04M)SPDR MSCI EAFE StrategicFactors ETF 37,416 shares (about $2.71M)JPMorgan Chase & Co. 10,407 shares (about $2.49M)SPDR Doubleline Total Return Tactical ETF 39,905 shares (about $1.57M)VanEck Fallen Angel High Yield Bond ETF 49,397 shares (about $1.42M) Largest Sales this Quarter PepsiCo 2,851 shares (about $433.51K)iShares 7-10 Year Treasury Bond ETF 4,025 shares (about $372.11K)Intel 9,008 shares (about $180.60K)Elme Communities 11,356 shares (about $173.18K)Guess? 8,689 shares (about $122.17K) 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$4,037,399$4,037,399 ▲New Holding123,2423.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$2,911,638$372,114 ▼-11.3%31,4942.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$2,893,158$54,568 ▲1.9%99,7302.2%ETFTYTri-Continental$2,821,817$20,440 ▲0.7%89,0442.1%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$2,713,013$2,713,013 ▲New Holding37,4162.1%ETFJPMJPMorgan Chase & Co.$2,494,739$2,494,739 ▲New Holding10,4071.9%FinanceAAPLApple$2,439,202$21,537 ▲0.9%9,7401.8%Computer and TechnologyTJXTJX Companies$2,281,174$39,747 ▲1.8%18,8821.7%Retail/WholesaleSCHPSchwab U.S. TIPS ETF$2,171,872$1,232,638 ▲131.2%84,0831.6%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,095,538$31,330 ▲1.5%40,5331.6%ManufacturingMSFTMicrosoft$2,066,171$39,199 ▲1.9%4,9021.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,031,545$86,072 ▼-4.1%19,2601.5%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$1,902,058$84,085 ▲4.6%58,2031.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$1,571,856$1,571,856 ▲New Holding39,9051.2%ETFTSMTaiwan Semiconductor Manufacturing$1,433,777$37,721 ▼-2.6%7,2601.1%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$1,416,218$1,416,218 ▲New Holding49,3971.1%ManufacturingJANUS HENDERSON SECURITIZED INCOME ETF$1,405,969$1,405,969 ▲New Holding27,1371.1%ETFRTXRTX$1,401,393$1,401,393 ▲New Holding12,1101.1%AerospaceABBVAbbVie$1,320,570$1,320,570 ▲New Holding7,4311.0%MedicalITMVanEck Intermediate Muni ETF$1,306,428$1,306,428 ▲New Holding28,3391.0%ETFJHPIJohn Hancock Preferred Income ETF$1,174,898$1,174,898 ▲New Holding52,1590.9%ETFIBMInternational Business Machines$1,173,932$33,855 ▼-2.8%5,3400.9%Computer and TechnologyCVXChevron$1,130,061$12,022 ▼-1.1%7,8020.9%Oils/EnergyGLWCorning$1,130,003$51,511 ▼-4.4%23,7800.9%Computer and TechnologyEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,110,152$1,110,152 ▲New Holding26,3660.8%ETFETNEaton$1,055,333$1,055,333 ▲New Holding3,1800.8%Industrial ProductsPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$1,033,463$1,033,463 ▲New Holding11,4300.8%ETFPOWLPowell Industries$1,030,673$1,030,673 ▲New Holding4,6500.8%Industrial ProductsVZVerizon Communications$1,010,008$1,010,008 ▲New Holding25,2570.8%Computer and TechnologyAVGOBroadcom$974,539$974,539 ▲New Holding4,2040.7%Computer and TechnologySOSouthern$926,166$13,006 ▲1.4%11,2510.7%UtilitiesARCCAres Capital$890,853$890,853 ▲New Holding40,6970.7%FinanceQUSSPDR MSCI USA StrategicFactors ETF$890,753$890,753 ▲New Holding5,7520.7%ETFBXBlackstone$862,800$862,800 ▲New Holding5,0040.7%FinanceNVSNovartis$857,302$857,302 ▲New Holding8,8100.6%MedicalHDHome Depot$847,223$14,782 ▲1.8%2,1780.6%Retail/WholesaleTYGTortoise Energy Infrastructure$807,891$807,891 ▲New Holding19,2360.6%FinanceMPCMarathon Petroleum$790,352$790,352 ▲New Holding5,6660.6%Oils/EnergyNTAPNetApp$786,652$786,652 ▲New Holding6,7770.6%Computer and TechnologyWMBWilliams Companies$784,740$31,768 ▼-3.9%14,5000.6%Oils/EnergyBMYBristol-Myers Squibb$774,769$249,263 ▲47.4%13,6980.6%MedicalKMIKinder Morgan$773,173$773,173 ▲New Holding28,2180.6%Oils/EnergyRPMRPM International$753,496$5,661 ▼-0.7%6,1230.6%ConstructionAMZNAmazon.com$752,426$12,504 ▲1.7%3,4300.6%Retail/WholesalePEPPepsiCo$747,813$433,513 ▼-36.7%4,9180.6%Consumer StaplesBRK.BBerkshire Hathaway$711,914$71,599 ▼-9.1%1,5710.5%FinanceFHIFederated Hermes$703,629$4,193 ▼-0.6%17,1160.5%FinanceDISWalt Disney$694,372$12,026 ▲1.8%6,2360.5%Consumer DiscretionaryMDLZMondelez International$689,358$15,351 ▲2.3%11,5410.5%Consumer StaplesPGXInvesco Preferred ETF$688,672$688,672 ▲New Holding59,7290.5%ETFWMTWalmart$683,989$20,601 ▲3.1%7,5700.5%Retail/WholesaleMCHPMicrochip Technology$672,801$10,495 ▲1.6%11,7310.5%Computer and TechnologyEPREPR Properties$667,351$667,351 ▲New Holding15,0710.5%FinanceRENAISSANCERE HLDGS LTD 5.750 PFD F$658,271$658,271 ▲New Holding29,3740.5%PFDMOATVanEck Morningstar Wide Moat ETF$657,513$657,513 ▲New Holding7,0910.5%ETFDRHDiamondRock Hospitality$655,966$25,058 ▲4.0%72,6430.5%FinanceHTGCHercules Capital$636,652$1,165 ▲0.2%31,6900.5%FinanceAZNAstraZeneca$633,855$1,835 ▲0.3%9,6740.5%MedicalJCIJohnson Controls International$622,332$622,332 ▲New Holding7,8850.5%ConstructionINVHInvitation Homes$616,400$616,400 ▲New Holding19,2810.5%FinanceLNCLincoln National$616,347$1,871 ▲0.3%19,4370.5%FinanceSTWDStarwood Property Trust$613,639$613,639 ▲New Holding32,3820.5%FinanceIGEBiShares Investment Grade Bond Factor ETF$609,654$609,654 ▲New Holding13,7430.5%ETFADCAgree Realty$596,982$2,395 ▲0.4%8,4740.5%FinanceTAT&T$595,686$595,686 ▲New Holding26,1610.5%Computer and TechnologyXOMExxon Mobil$591,827$591,827 ▲New Holding5,5020.4%Oils/EnergyOKEONEOK$590,338$11,245 ▲1.9%5,8800.4%Oils/EnergyGDGeneral Dynamics$585,472$4,216 ▼-0.7%2,2220.4%AerospaceRLRalph Lauren$576,295$7,622 ▼-1.3%2,4950.4%Consumer DiscretionaryGILDGilead Sciences$571,322$31,222 ▲5.8%6,1850.4%MedicalIFFInternational Flavors & Fragrances$565,386$592 ▼-0.1%6,6870.4%Basic MaterialsPUBLIC STORAGE OPER CO 4.125 DP SH PF M$547,024$547,024 ▲New Holding30,6800.4%PFDTRVTravelers Companies$546,984$546,984 ▲New Holding2,2710.4%FinanceALLSTATE CORP 4.75 DP SH PF I$543,521$165 ▼0.0%26,4230.4%PFDSTZConstellation Brands$540,790$9,945 ▲1.9%2,4470.4%Consumer StaplesBBYBest Buy$540,712$15,101 ▲2.9%6,3020.4%Retail/WholesaleCHENIERE ENERGY INC COM NEW$538,464$538,464 ▲New Holding2,5060.4%COMNSANational Storage Affiliates Trust$527,101$18,007 ▲3.5%13,9040.4%FinanceGOOGLAlphabet$524,227$524,227 ▲New Holding2,7690.4%Computer and TechnologyMDTMedtronic$521,616$521,616 ▲New Holding6,5300.4%MedicalORCLOracle$507,895$507,895 ▲New Holding3,0480.4%Computer and TechnologyPEGPublic Service Enterprise Group$507,118$15,715 ▲3.2%6,0020.4%UtilitiesPANWPalo Alto Networks$499,630$260,732 ▲109.1%2,7460.4%Computer and TechnologyRITMRithm Capital$498,559$10,397 ▲2.1%46,0350.4%FinanceNOCNorthrop Grumman$483,369$7,509 ▼-1.5%1,0300.4%AerospacePFEPfizer$479,958$28,998 ▼-5.7%18,0910.4%MedicalMLRMiller Industries$474,402$1,307 ▲0.3%7,2580.4%Auto/Tires/TrucksDDominion Energy$467,236$467,236 ▲New Holding8,6750.4%UtilitiesTPRTapestry$466,521$3,985 ▼-0.8%7,1410.4%Retail/WholesaleKMBKimberly-Clark$457,956$4,193 ▲0.9%3,4950.3%Consumer StaplesGRMNGarmin$457,383$457,383 ▲New Holding2,2180.3%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$445,151$23,774 ▼-5.1%5,4300.3%ManufacturingLMTLockheed Martin$440,825$29,648 ▲7.2%9070.3%AerospacePDCOPatterson Companies$440,094$440,094 ▲New Holding14,2610.3%MedicalNEWTNewtekOne$432,213$432,213 ▲New Holding33,8460.3%FinanceRRyder System$429,012$7,843 ▲1.9%2,7350.3%TransportationSTXSeagate Technology$417,309$417,309 ▲New Holding4,8350.3%Computer and TechnologyVFCVF$416,348$858 ▲0.2%19,4010.3%Consumer DiscretionaryCUZCousins Properties$414,069$7,874 ▲1.9%13,5140.3%FinanceEPDEnterprise Products Partners$412,792$9,032 ▲2.2%13,1630.3%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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