1620 Investment Advisors, Inc. Purchases in Q3 2025

1620 Investment Advisors, Inc.

  • $142 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MNRO
Monro, Inc.

Consumer Cyclical
29.7K
+ 143.63%
$13.07 - $18.68 $389K - $555K
50.4K $906K
TFC
Truist Financial Corp

Financial Services
10.3K
+ 161.92%
$42.83 - $47.07 $442K - $485K
16.7K $762K
VTRS
Viatris Inc

Healthcare
45.7K
+ 8617.92%
$8.74 - $10.69 $399K - $488K
46.2K $457K
MTN
Vail Resorts Inc

Consumer Cyclical
2.52K
+ 25210.0%
$143.33 - $169.63 $361K - $428K
2.53K $378K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.13K
+ 1.8%
$40.04 - $45.11 $45.1K - $50.8K
63.7K $2.82M
MCHP
Microchip Technology Inc

Technology
4.15K
+ 265.32%
$60.95 - $75.26 $253K - $312K
5.71K $366K
GD
General Dynamics Corp

Industrials
495
+ 39.35%
$293.92 - $341.0 $145K - $169K
1.75K $597K
TY
Tri Continental Corp

Financial Services
417
+ 0.46%
$31.7 - $34.11 $13.2K - $14.2K
91.8K $3.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8K
+ 101.57%
$26.38 - $27.95 $211K - $224K
15.9K $433K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
339
+ 21.19%
$459.11 - $506.91 $156K - $172K
1.94K $974K
BMY
Bristol Myers Squibb CO

Healthcare
4.2K
+ 29.78%
$43.31 - $48.98 $182K - $206K
18.3K $825K
LNC
Lincoln National Corp

Financial Services
581
+ 2.96%
$33.37 - $43.29 $19.4K - $25.2K
20.2K $815K
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.78K
+ 2.1%
$33.26 - $34.01 $92.5K - $94.6K
135K $4.59M
DELL
Dell Technologies Inc.

Technology
882
New
$120.96 - $141.77 $107K - $125K
882 $125K
UNH
Unitedhealth Group Inc

Healthcare
338
+ 140.83%
$237.77 - $353.61 $80.4K - $120K
578 $199K
UMBF
Umb Financial Corp

Financial Services
967
+ 8790.91%
$106.84 - $125.59 $103K - $121K
978 $115K
MDT
Medtronic PLC

Healthcare
131
+ 1.06%
$87.67 - $95.74 $11.5K - $12.5K
12.4K $1.18M
MRVL
Marvell Technology, Inc.

Technology
1.12K
+ 51.03%
$62.31 - $84.07 $69.8K - $94.2K
3.32K $278K
GLD
Spdr Gold Trust

ETFs
175
+ 19.25%
$300.96 - $355.47 $52.7K - $62.2K
1.08K $385K
GRC
Gorman Rupp CO

Industrials
2.32K
New
$36.65 - $46.41 $85K - $108K
2.32K $107K
POWI
Power Integrations Inc

Technology
2.67K
New
$39.37 - $59.54 $105K - $159K
2.67K $107K
GFS
Globalfoundries Inc.

Technology
2.98K
New
$31.62 - $41.66 $94.4K - $124K
2.98K $106K
PFE
Pfizer Inc

Healthcare
2.23K
+ 5.83%
$23.29 - $25.88 $51.9K - $57.7K
40.5K $1.03M
PANW
Palo Alto Networks Inc

Technology
514
+ 21.07%
$167.06 - $208.19 $85.9K - $107K
2.95K $601K
WFC
Wells Fargo & Company

Financial Services
1.17K
New
$77.05 - $85.16 $90.1K - $99.6K
1.17K $98K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
4.48K
+ 26.79%
$18.82 - $19.8 $84.4K - $88.8K
21.2K $412K
CVX
Chevron Corp

Energy
1
+ 0.01%
$145.57 - $161.83 $146 - $162
7.88K $1.22M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.22K
+ 2.97%
N/A
42.4K $3.17M
CRM
Salesforce, Inc.

Technology
389
+ 356.88%
$231.66 - $273.65 $90.1K - $106K
498 $118K
NOW
Service Now, Inc.

Technology
93
+ 4650.0%
$850.86 - $1044.69 $79.1K - $97.2K
95 $87K
CGNX
Cognex Corp

Technology
1.09K
+ 44.23%
$31.85 - $46.54 $34.8K - $50.9K
3.56K $161K
NVS
Novartis Ag

Healthcare
106
+ 1.18%
$113.5 - $129.73 $12K - $13.8K
9.06K $1.16M
JHPI
John Hancock ETF Preferred Inc

ETFs
1.78K
+ 3.1%
$22.54 - $23.42 $40.1K - $41.7K
59.1K $1.37M
EPAM
Epam Systems, Inc.

Technology
411
+ 95.8%
N/A
840 $155K
MU
Micron Technology Inc

Technology
79
+ 5.69%
$104.88 - $168.89 $8.29K - $13.3K
1.47K $245K
TSLA
Tesla, Inc.

Consumer Cyclical
1
+ 0.17%
$293.94 - $444.72 $294 - $445
576 $256K
VFC
V F Corp

Consumer Cyclical
1.17K
+ 5.65%
$11.66 - $15.56 $13.7K - $18.2K
21.9K $316K
AZN
Astrazeneca PLC

Healthcare
44
+ 0.44%
$68.72 - $82.11 $3.02K - $3.61K
9.99K $766K
MGA
Magna International Inc

Consumer Cyclical
34
+ 0.43%
$40.03 - $47.38 $1.36K - $1.61K
8.02K $379K
PEP
Pepsico Inc

Consumer Defensive
161
+ 3.19%
$133.81 - $152.16 $21.5K - $24.5K
5.21K $732K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
818
+ 1.72%
$52.39 - $53.11 $42.9K - $43.4K
48.3K $2.56M
RPM
Rpm International Inc

Basic Materials
19
+ 0.3%
$110.07 - $128.23 $2.09K - $2.44K
6.42K $756K
TER
Teradyne, Inc

Technology
6
+ 0.56%
$90.15 - $137.64 $541 - $826
1.08K $148K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
1.82K
+ 12.31%
$23.1 - $23.9 $42K - $43.5K
16.6K $394K
BNS
Bank Of Nova Scotia

Financial Services
93
+ 2.04%
$54.5 - $64.93 $5.07K - $6.04K
4.65K $300K
EMTL
Spdr Doubleline Emerging Marke

ETFs
636
+ 2.24%
$42.91 - $44.04 $27.3K - $28K
29K $1.27M
D
Dominion Energy, Inc

Utilities
119
+ 1.32%
$56.32 - $62.1 $6.7K - $7.39K
9.12K $557K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
827
+ 1.61%
$28.95 - $29.73 $23.9K - $24.6K
52.2K $1.55M
OKTA
Okta, Inc.

Technology
587
+ 76.83%
$88.51 - $101.1 $52K - $59.3K
1.35K $123K
Activity Summary
Buys All Purchases 176 New Holdings 31 Increased Positions 145 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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