1I

1620 INVESTMENT ADVISORS, INC.

13F
1620 INVESTMENT ADVISORS, INC.
Last update 2025-05-14 668 Stocks (31 new)
Value $129.00 Mil Turnover 4 %
Countries:
Top Holdings: SPIB(3.31%)SPTS(2.42%)IEF(2.41%)QEFA(2.37%)TY(2.17%)
Summary Stock Picks Current Portfolio
1620 INVESTMENT ADVISORS, INC.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
128,238
4,262.6
+4.05%
3.310
+0.13%
0.050
+3.00%
+4.49%
10,442.6
 
SPTS
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
106,672
3,119.1
+6.96%
2.420
+0.16%
0.050
+0.75%
+2.72%
5,807.9
 
IEF
iShares 7-10 Year Treasury Bond ETF
32,625
3,111.4
+3.59%
2.410
+0.08%
0.010
+0.59%
+2.47%
34,870.5
 
QEFA
SPDR MSCI EAFE StrategicFactors SM ETF
SPDR MSCI EAFE StrategicFactors SM ETF
38,611
3,048.5
+3.19%
2.370
+0.07%
0.360
+7.24%
+16.69%
913.8
 
TY
Tri-Continental Corp
91,226
2,797.9
+2.45%
2.170
+0.05%
0.180
+19.95%
+6.40%
1,678.3
Asset Management
JPM
JPMorgan Chase & Co
10,368
2,543.3
-0.37%
1.970
-0.01%
0.000
+27.68%
+23.35%
800,072.7
Banks
IGSB
iShares 1-3 Year Credit Bond ETF
45,137
2,363.8
+11.36%
1.830
+0.19%
0.010
+1.15%
+1.82%
21,642.2
 
SCHP
Schwab U.S. Tips ETF
87,108
2,342.3
+3.60%
1.820
+0.06%
0.020
+1.33%
+3.21%
13,138.0
 
TJX
TJX Companies Inc
18,809
2,291.0
-0.39%
1.780
-0.01%
0.000
+1.10%
+4.07%
139,385.0
Retail - Cyclical
AAPL
Apple Inc
9,691
2,152.8
-0.50%
1.670
-0.01%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware

1620 INVESTMENT ADVISORS, INC.'s Historical Top Holdings Breakdowns

1620 INVESTMENT ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLW
Corning Inc
2025-03-31
Reduce
Reduce
-0.44%
●
44.91 ($49.38) 54.25
$53.90
9.15%
Reduce -50.48%
11,775
-12,005
NOC
Northrop Grumman Corp
2025-03-31
Reduce
Reduce
-0.37%
●
433.45 ($477.41) 513.82
$515.29
7.93%
Reduce -99.42%
6
-1,024
GLPI
Gaming and Leisure Properties Inc
2025-03-31
New Buy
New Buy
+0.36%
●
45.62 ($49.12) 51.12
$46.63
-5.07%
New holding
9,121
9,121
JSI
Janus Henderson Securitized Income ETF
Janus Henderson Securitized Income ETF
2025-03-31
Add
Add
+0.35%
●
51.63 ($52.09) 52.53
$52.42
0.63%
Add 31.51%
35,689
8,552
IFF
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
2025-03-31
Reduce
Reduce
-0.33%
●
76.48 ($82.48) 87.72
$76.25
-7.55%
Reduce -77.61%
1,497
-5,190
LEA
Lear Corp
2025-03-31
Add
Add
+0.30%
●
87.96 ($94.88) 99.36
$105.51
11.20%
Add 356.39%
5,682
4,437
SPG
Simon Property Group Inc
2025-03-31
Reduce
Reduce
-0.27%
●
159.48 ($174.79) 187.78
$163.76
-6.31%
Reduce -99.3%
14
-1,994
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
2025-03-31
Add
Add
+0.26%
●
24.05 ($24.48) 24.86
$24.85
1.51%
Add 250.54%
19,371
13,845
LMT
Lockheed Martin Corp
2025-03-31
Reduce
Reduce
-0.25%
●
423.19 ($460.32) 506.29
$460.53
0.05%
Reduce -73.21%
243
-664
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Reduce
Reduce
-0.24%
●
217.4 ($244.61) 264.74
$284.71
16.39%
Reduce -26.24%
3,939
-1,401

1620 INVESTMENT ADVISORS, INC. Total Holding History ($B)

To

1620 INVESTMENT ADVISORS, INC.'s Asset Allocation

To

1620 INVESTMENT ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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1620 INVESTMENT ADVISORS, INC.'s Hypothetical Growth since 2025-03-31

1620 INVESTMENT ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

1620 INVESTMENT ADVISORS, INC.'s Holdings Heat Map

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1620 INVESTMENT ADVISORS, INC.'s Holdings Bubble Chart

1620 INVESTMENT ADVISORS, INC. News

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