1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $141.02 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 681 different stocks, but just 122 companies or ETFs make up 80% of its holdings.Approximately 6.91% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 688 new stocks and bought additional shares in 186 stocks.1620 Investment Advisors, Inc. sold shares of 191 stocks and completely divested from 44 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $4,450,145SPDR MSCI EAFE StrategicFactors ETF $3,515,774iShares 7-10 Year Treasury Bond ETF $3,244,684SPDR Portfolio Short Term Treasury ETF $3,136,789JPMorgan Chase & Co. $3,017,131 Largest New Holdings this Quarter 87283Q883 - T. Rowe Price Floating Rate ETF $535,490 Holding24906P109 - DENTSPLY SIRONA $347,994 Holding610236101 - Monro Muffler Brake $308,637 Holding65290E101 - Nextracker $108,686 Holding89214P109 - Towne Bank $102,301 Holding Largest Purchases this Quarter Seagate Technology 5,028 shares (about $725.69K)Schwab Intermediate-Term U.S. Treasury ETF 27,759 shares (about $694.81K)Schwab Short-Term U.S. Treasury ETF 25,676 shares (about $625.98K)T. Rowe Price Floating Rate ETF 10,412 shares (about $535.49K)Medtronic 5,541 shares (about $483.01K) Largest Sales this Quarter Microchip Technology 9,864 shares (about $694.13K)NVIDIA 3,198 shares (about $505.56K)National Storage Affiliates Trust 11,879 shares (about $380.01K)Caterpillar 850 shares (about $329.98K)Ultra Clean 2,662 shares (about $279.94K) 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$4,450,145$143,891 ▲3.3%132,5233.2%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,515,774$220,691 ▲6.7%41,1972.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,244,684$120,099 ▲3.8%33,8792.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$3,136,789$12,360 ▲0.4%107,0942.2%ETFJPMJPMorgan Chase & Co.$3,017,131$11,307 ▲0.4%10,4072.1%FinanceTYTri Continental$2,891,916$3,673 ▲0.1%91,3422.1%FinanceFRDMFreedom 100 Emerging Markets ETF$2,527,994$97,364 ▲4.0%62,5741.8%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,506,990$125,518 ▲5.3%47,5161.8%ManufacturingSCHPSchwab U.S. TIPS ETF$2,373,781$49,732 ▲2.1%88,9721.7%ETFMSFTMicrosoft$2,137,842$34,826 ▲1.7%4,2971.5%Computer and TechnologyTJXTJX Companies$2,084,039$238,709 ▼-10.3%16,8761.5%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$2,018,865$10,634 ▲0.5%18,9851.4%ETFAAPLApple$2,015,887$27,494 ▲1.4%9,8251.4%Computer and TechnologyJANUS HENDERSON SECURITIZED INCOME ETF$1,970,108$92,138 ▲4.9%37,4401.4%ETFRTXRTX$1,781,532$14,457 ▲0.8%12,2001.3%AerospaceTOTLSPDR Doubleline Total Return Tactical ETF$1,720,504$88,404 ▲5.4%42,8941.2%ETFTSMTaiwan Semiconductor Manufacturing$1,635,484$12,910 ▲0.8%7,2211.2%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$1,503,360$45,531 ▲3.1%51,3441.1%ManufacturingSTXSeagate Technology$1,427,279$725,691 ▲103.4%9,8891.0%Computer and TechnologyABBVAbbVie$1,420,634$30,258 ▲2.2%7,6531.0%MedicalEPREPR Properties$1,330,785$448,372 ▲50.8%22,8420.9%FinanceJHPIJohn Hancock Preferred Income ETF$1,292,020$57,130 ▲4.6%57,3080.9%ETFEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,224,758$38,035 ▲3.2%28,3690.9%ETFITMVanEck Intermediate Muni ETF$1,215,368$58,656 ▼-4.6%26,7290.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,179,664$694,808 ▲143.3%47,1300.8%ETFIBMInternational Business Machines$1,167,028$5,602 ▲0.5%3,9580.8%Computer and TechnologyCVXChevron$1,127,726$16,039 ▲1.4%7,8750.8%EnergyVZVerizon Communications$1,109,867$16,400 ▲1.5%25,6490.8%Computer and TechnologyNVSNovartis$1,084,009$15,247 ▲1.4%8,9580.8%MedicalMDTMedtronic$1,072,453$483,009 ▲81.9%12,3030.8%MedicalPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$1,069,738$17,147 ▼-1.6%11,6040.8%ETFETNEaton$1,065,972$714 ▼-0.1%2,9860.8%IndustrialsSOSouthern$1,041,426$8,724 ▲0.8%11,3400.7%UtilitiesQUSSPDR MSCI USA StrategicFactors ETF$995,451$39,798 ▲4.2%6,1030.7%ETFMPCMarathon Petroleum$950,920$10,964 ▲1.2%5,7240.7%EnergyPFEPfizer$926,865$473,080 ▲104.3%38,2360.7%MedicalARCCAres Capital$913,247$3,404 ▲0.4%41,5860.6%FinanceWMBWilliams Companies$902,957$2,261 ▼-0.2%14,3760.6%EnergyJCIJohnson Controls International$853,328$15,843 ▲1.9%8,0790.6%ConstructionKMIKinder Morgan$818,496$1,058 ▼-0.1%27,8390.6%EnergyTYGTortoise Energy Infrastructure$812,426$38,185 ▼-4.5%18,5100.6%FinanceMDLZMondelez International$812,060$19,288 ▲2.4%12,0410.6%Consumer StaplesAVGOBroadcom$810,824$39,976 ▼-4.7%2,9410.6%Computer and TechnologyHDHome Depot$805,144$10,999 ▲1.4%2,1960.6%Retail/WholesaleWMTWalmart$793,039$18,775 ▲2.4%8,1100.6%Retail/WholesaleFHIFederated Hermes$785,827$10,593 ▲1.4%17,7300.6%FinanceBXBlackstone$783,739$25,880 ▲3.4%5,2390.6%FinanceBRK.BBerkshire Hathaway$777,516$11,663 ▲1.5%1,6000.6%FinanceDISWalt Disney$776,810$10,541 ▲1.4%6,2640.6%Consumer DiscretionaryAMZNAmazon.com$765,244$3,291 ▼-0.4%3,4880.5%Retail/WholesaleMOATVanEck Morningstar Wide Moat ETF$759,136$30,013 ▲4.1%8,0940.5%ETFNTAPNetApp$754,567$31,542 ▲4.4%7,0810.5%Computer and TechnologyTAT&T$750,183$724 ▼-0.1%25,9220.5%Computer and TechnologyGILDGilead Sciences$723,333$29,160 ▲4.2%6,5240.5%MedicalORCLOracle$709,641$16,183 ▲2.3%3,2450.5%Computer and TechnologyRPMRPM International$702,728$18,895 ▲2.8%6,3970.5%Basic MaterialsPOWLPowell Industries$694,906$3,578 ▲0.5%3,3020.5%IndustrialsAZNAstraZeneca$694,902$14,396 ▲2.1%9,9440.5%MedicalINVHInvitation Home$684,916$41,395 ▲6.4%20,8810.5%FinanceLNCLincoln National$679,7170.0%19,6450.5%FinanceIGEBiShares Investment Grade Systematic Bond ETF$669,820$35,854 ▲5.7%14,7400.5%ETFPEPPepsiCo$667,300$9,640 ▲1.5%5,0530.5%Consumer StaplesSTWDStarwood Property Trust$664,618$5,198 ▲0.8%33,1150.5%FinanceBMYBristol Myers Squibb$653,114$13,609 ▲2.1%14,1090.5%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$645,485$625,981 ▲3,209.5%26,4760.5%ETFADCAgree Realty$638,532$12,933 ▲2.1%8,7390.5%FinanceGLWCorning$634,421$15,147 ▲2.4%12,0630.4%Computer and TechnologyTRVTravelers Companies$632,914$6,958 ▲1.1%2,3650.4%FinancePGXInvesco Preferred ETF$627,737$28,137 ▼-4.3%56,4000.4%ETFRENAISSANCERE HLDGS LTD 5.750 PFD F$616,878$4,028 ▲0.7%29,0980.4%PFDTPRTapestry$613,440$13,173 ▲2.2%6,9850.4%Retail/WholesaleCHENIERE ENERGY INC COM NEW$601,007$16,316 ▼-2.6%2,4680.4%COMXOMExxon Mobil$588,804$3,450 ▼-0.6%5,4620.4%EnergyHTGCHercules Capital$572,987$2,340 ▼-0.4%31,3450.4%FinanceCAHCardinal Health$560,112$19,152 ▲3.5%3,3340.4%MedicalLEALear$553,923$14,247 ▲2.6%5,8320.4%Auto/Tires/TrucksTFLRT. Rowe Price Floating Rate ETF$535,490$535,490 ▲New Holding10,4120.4%ETFPEGPublic Service Enterprise Group$527,313$12,122 ▲2.4%6,2640.4%UtilitiesMELIMercadoLibre$517,6090.0%1980.4%Retail/WholesaleRITMRithm Capital$514,2480.0%45,5490.4%FinanceALLSTATE CORP 4.75 DP SH PF I$510,503$286 ▼-0.1%26,7840.4%PFDDDominion Energy$508,793$13,791 ▲2.8%9,0020.4%UtilitiesDRHDiamondRock Hospitality$507,015$52,325 ▼-9.4%66,1900.4%FinancePANWPalo Alto Networks$499,490$614 ▼-0.1%2,4400.4%Computer and TechnologyPUBLIC STORAGE OPER CO 4.125 DP SH PF M$498,428$2,885 ▼-0.6%30,0620.4%PFDGOOGLAlphabet$498,078$14,276 ▼-2.8%2,8260.4%Computer and TechnologyRLRalph Lauren$490,687$183,493 ▼-27.2%1,7890.3%Consumer DiscretionaryKMBKimberly-Clark$472,979$16,247 ▲3.6%3,6680.3%Consumer StaplesOKEONEOK$471,985$898 ▲0.2%5,7820.3%EnergyABTAbbott Laboratories$469,158$1,224 ▲0.3%3,4490.3%MedicalDRIDarden Restaurants$464,930$16,566 ▲3.7%2,1330.3%Retail/WholesaleGRMNGarmin$463,464$2,714 ▲0.6%2,2200.3%Computer and TechnologySTZConstellation Brands$459,085$17,407 ▲3.9%2,8220.3%Consumer StaplesPNWPinnacle West Capital$448,871$24,962 ▲5.9%5,0170.3%UtilitiesMOAltria Group$445,588$443,770 ▲24,416.1%7,6000.3%Consumer StaplesJNJJohnson & Johnson$430,535$9,014 ▲2.1%2,8180.3%MedicalRRyder System$428,664$1,272 ▼-0.3%2,6960.3%TransportationGLPIGaming and Leisure Properties$425,7680.0%9,1210.3%FinanceCUZCousins Properties$419,129$4,384 ▲1.1%13,9570.3%FinanceEPDEnterprise Products Partners$414,722$4,869 ▲1.2%13,3730.3%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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