1620 Investment Advisors, Inc. Top Holdings and 13F Report (2024) About 1620 Investment Advisors, Inc.Investment Activity1620 Investment Advisors, Inc. has $138.71 million in total holdings as of March 31, 2024.1620 Investment Advisors, Inc. owns shares of 707 different stocks, but just 126 companies or ETFs make up 80% of its holdings.Approximately 3.34% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, 1620 Investment Advisors, Inc. has purchased 595 new stocks and bought additional shares in 212 stocks.1620 Investment Advisors, Inc. sold shares of 178 stocks and completely divested from 27 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $4,260,773iShares 7-10 Year Treasury Bond ETF $3,485,094SPDR MSCI EAFE StrategicFactors ETF $3,444,256SPDR S&P 600 Small Cap ETF $3,444,256Tri-Continental $2,920,713 Largest New Holdings this Quarter Hasbro $326,163 HoldingMarvell Technologies, inc. $119,936 HoldingHealthEquity $111,807 HoldingProcore Technologies $70,855 HoldingCapital Group International Focus Equity ETF $26,835 Holding Largest Purchases this Quarter Broadcom 3,335 shares (about $575.36K)Hannon Armstrong Sustainable Infrastructure Capital 9,489 shares (about $327.09K)Hasbro 4,510 shares (about $326.16K)General Dynamics 990 shares (about $299.18K)Bank of Nova Scotia 4,596 shares (about $250.44K) Largest Sales this Quarter iShares TIPS Bond ETF 5 shares (about $∞T)Eaton 2,171 shares (about $719.55K)JPMorgan Chase & Co. 1,908 shares (about $402.33K)Schlumberger 7,635 shares (about $320.24K)Berkshire Hathaway 695 shares (about $319.80K) 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$4,260,773$87,343 ▲2.1%126,3953.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$3,485,094$23,941 ▲0.7%35,5192.5%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$3,444,256$25,995 ▲0.8%42,7962.5%ETFSPDR S&P 600 Small Cap ETF$3,444,2560.0%312.5%ETFTYTri-Continental$2,920,713$48,602 ▼-1.6%88,3992.1%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$2,877,749$30,557 ▼-1.1%97,8492.1%ETFAAPLApple$2,249,486$10,485 ▲0.5%9,6541.6%Computer and TechnologyJPMJPMorgan Chase & Co.$2,231,186$402,335 ▼-15.3%10,5811.6%FinanceTJXTJX Companies$2,180,758$89,802 ▼-4.0%18,5531.6%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$2,131,870$252,201 ▼-10.6%20,0761.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,102,550$78,621 ▲3.9%39,9271.5%ManufacturingMSFTMicrosoft$2,069,290$311,534 ▼-13.1%4,8091.5%Computer and TechnologyFRDMAlpha Architect Freedom 100 Emerging Market ETF$1,990,424$25,976 ▲1.3%55,6301.4%ETFSCHPSchwab U.S. TIPS ETF$1,950,100$6,543 ▼-0.3%36,3621.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$1,662,058$40,448 ▼-2.4%40,1461.2%ETFABBVAbbVie$1,493,829$156,216 ▼-9.5%7,5641.1%MedicalRTXRTX$1,457,626$72,088 ▼-4.7%12,0311.1%AerospaceITMVanEck Intermediate Muni ETF$1,443,431$10,094 ▲0.7%30,7441.0%ETFANGLVanEck Fallen Angel High Yield Bond ETF$1,422,560$16,852 ▲1.2%48,3701.0%ManufacturingPEPPepsiCo$1,321,099$42,342 ▼-3.1%7,7691.0%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$1,294,015$7,989 ▼-0.6%7,4510.9%Computer and TechnologyVZVerizon Communications$1,289,709$28,697 ▼-2.2%28,7180.9%Computer and TechnologyIBMInternational Business Machines$1,214,653$7,075 ▼-0.6%5,4940.9%Computer and TechnologyEMTLSPDR DoubleLine Emerging Markets Fixed Income ETF$1,163,518$17,613 ▼-1.5%26,7540.8%ETFCVXChevron$1,161,261$93,961 ▼-7.5%7,8850.8%Oils/EnergyJHPIJohn Hancock Preferred Income ETF$1,155,967$32,141 ▲2.9%49,7400.8%ETFGLWCorning$1,122,588$2,438 ▲0.2%24,8640.8%Computer and TechnologyPIMCO Active Bond ETF$1,050,028$205,691 ▼-16.4%11,0980.8%ETFETNEaton$1,045,680$719,547 ▼-40.8%3,1550.8%Industrial ProductsPowell Industries, Inc.$1,036,915$164,051 ▼-13.7%4,6710.7%COMNVSNovartis$1,010,222$3,106 ▼-0.3%8,7830.7%MedicalSOSouthern$1,000,323$4,509 ▼-0.4%11,0930.7%UtilitiesMCHPMicrochip Technology$927,228$78,286 ▼-7.8%11,5480.7%Computer and TechnologyMPCMarathon Petroleum$904,521$72,987 ▼-7.5%5,5520.7%Oils/EnergyQUSSPDR MSCI USA StrategicFactors ETF$872,969$630 ▼-0.1%5,5410.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$872,969$313,497 ▼-26.4%3620.6%ETFHDHome Depot$867,130$31,606 ▼-3.5%2,1400.6%Retail/WholesaleNTAPNetApp$854,048$28,530 ▼-3.2%6,9150.6%Computer and TechnologyMDLZMondelez International$831,309$9,725 ▼-1.2%11,2840.6%Consumer StaplesARCCAres Capital$829,388$3,685 ▲0.4%39,6080.6%FinanceBRK.BBerkshire Hathaway$795,598$319,804 ▼-28.7%1,7290.6%FinanceIIPRInnovative Industrial Properties$784,341$2,827 ▼-0.4%5,8270.6%FinancePGXInvesco Preferred ETF$770,286$9,979 ▼-1.3%62,3710.6%ETFBXBlackstone$763,209$18,988 ▲2.6%4,9840.6%FinanceAZNAstraZeneca$751,537$2,649 ▼-0.4%9,6460.5%MedicalTortoise Energy Infrastructure$746,610$55,735 ▼-6.9%19,0220.5%COMRPMRPM International$746,449$1,210 ▲0.2%6,1690.5%ConstructionRenaissanceRe Holdings Ltd Pfd F$744,066$5,672 ▲0.8%30,0390.5%PFDEPREPR Properties$728,350$16,723 ▲2.3%14,8520.5%FinanceXOMExxon Mobil$705,639$288,468 ▼-29.0%6,0200.5%Oils/EnergyIFFInternational Flavors & Fragrances$702,401$5,037 ▲0.7%6,6940.5%Basic MaterialsSTWDStarwood Property Trust$692,777$2,181 ▲0.3%33,9930.5%FinanceWMBWilliams Companies$688,722$822 ▼-0.1%15,0870.5%Oils/EnergyGDGeneral Dynamics$676,321$299,177 ▲79.3%2,2380.5%AerospaceAVGOBroadcom$673,699$575,361 ▲585.1%3,9050.5%Computer and TechnologyINVHInvitation Homes$660,546$13,927 ▲2.2%18,7340.5%FinanceNSANational Storage Affiliates Trust$647,278$4,434 ▲0.7%13,4290.5%FinanceADCAgree Realty$635,800$15,217 ▼-2.3%8,4400.5%FinanceFHIFederated Hermes$633,097$3,898 ▲0.6%17,2180.5%FinanceBBYBest Buy$632,816$3,616 ▲0.6%6,1260.5%Retail/WholesalePublic Storage Pfd M$631,978$18,588 ▼-2.9%31,1780.5%PFDAMZNAmazon.com$628,422$18,631 ▲3.1%3,3730.5%Retail/WholesaleThe Allstate Corporation Pfd I$627,472$4,985 ▲0.8%26,4310.5%PFDHTGCHercules Capital$621,252$2,239 ▼-0.4%31,6320.4%FinanceSTZConstellation Brands$618,886$1,031 ▲0.2%2,4020.4%Consumer StaplesJCIJohnson Controls International$613,865$2,949 ▼-0.5%7,9100.4%ConstructionKMIKinder Morgan$612,136$751 ▲0.1%27,7110.4%Oils/EnergyLNCLincoln National$610,601$5,577 ▲0.9%19,3780.4%FinanceDRHDiamondRock Hospitality$609,948$5,194 ▼-0.8%69,8680.4%FinanceMOATVanEck Morningstar Wide Moat ETF$603,708$116,728 ▲24.0%6,2270.4%ETFWMTWalmart$592,902$7,268 ▲1.2%7,3420.4%Retail/WholesaleDISWalt Disney$589,447$10,004 ▲1.7%6,1280.4%Consumer DiscretionaryIGEBiShares Investment Grade Bond Factor ETF$569,024$31,228 ▲5.8%12,2450.4%ETFTAT&T$566,282$11,198 ▼-1.9%25,7400.4%Computer and TechnologyMedtronic$561,967$8,463 ▲1.5%6,2420.4%COMPFEPfizer$555,189$4,196 ▼-0.8%19,1840.4%MedicalNOCNorthrop Grumman$552,3610.0%1,0460.4%AerospaceOKEONEOK$525,625$1,002 ▲0.2%5,7680.4%Oils/EnergyPEGPublic Service Enterprise Group$518,855$8,564 ▼-1.6%5,8160.4%UtilitiesThe Travelers Cos Inc.$518,267$51,499 ▼-9.0%2,2140.4%COMSTXSeagate Technology$516,105$10,624 ▼-2.0%4,7120.4%Computer and TechnologyHASIHannon Armstrong Sustainable Infrastructure Capital$513,672$327,086 ▲175.3%14,9020.4%FinanceRITMRithm Capital$511,601$1,271 ▼-0.2%45,0750.4%FinanceLMTLockheed Martin$494,631$585 ▼-0.1%8460.4%AerospaceKMBKimberly-Clark$492,684$12,378 ▼-2.5%3,4630.4%Consumer StaplesGILDGilead Sciences$490,225$2,096 ▼-0.4%5,8470.4%MedicalRLRalph Lauren$490,103$3,684 ▼-0.7%2,5280.4%Consumer DiscretionaryDDominion Energy$485,552$5,490 ▲1.1%8,4020.4%UtilitiesBMYBristol-Myers Squibb$480,726$77,094 ▼-13.8%9,2910.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$475,618$16,630 ▼-3.4%5,7200.3%ManufacturingGOOGLAlphabet$456,136$38,647 ▼-7.8%2,7500.3%Computer and TechnologyPANWPalo Alto Networks$448,753$123,381 ▼-21.6%1,3130.3%Computer and TechnologyDDDuPont de Nemours$442,521$50,704 ▼-10.3%4,9660.3%Basic MaterialsMLRMiller Industries$441,536$5,185 ▲1.2%7,2380.3%Auto/Tires/TrucksJNJJohnson & Johnson$437,329$5,347 ▲1.2%2,6990.3%MedicalCheniere Energy Inc$428,739$25,537 ▲6.3%2,3840.3%COMSPNSSapiens International$424,505$6,000 ▼-1.4%11,3900.3%Computer and TechnologyABTAbbott Laboratories$423,641$102,832 ▼-19.5%3,7160.3%MedicalFLNGFLEX LNG$414,6720.0%16,3000.3%TransportationEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$410,100$1,404 ▼-0.3%4,3820.3%ETFShowing 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. 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