1620 Investment Advisors, Inc. Purchases in Q2 2025

1620 Investment Advisors, Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MDLZ
Mondelez International, Inc.

Consumer Defensive
286
+ 2.43%
$63.54 - $68.5 $18.2K - $19.6K
12K $812K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15
+ 14.56%
$456.74 - $568.03 $6.85K - $8.52K
118 $67K
TRV
Travelers Companies, Inc.

Financial Services
26
+ 1.11%
$233.83 - $276.34 $6.08K - $7.18K
2.37K $632K
IFF
International Flavors & Fragrances Inc

Basic Materials
273
+ 18.24%
$66.85 - $79.33 $18.3K - $21.7K
1.77K $130K
EMB
Ishares Tr

ETFs
53
+ 1.22%
$86.54 - $92.62 $4.59K - $4.91K
4.41K $408K
ENB
Enbridge Inc

Energy
227
+ 6.26%
$41.09 - $47.16 $9.33K - $10.7K
3.86K $174K
ABT
Abbott Laboratories

Healthcare
9
+ 0.26%
$123.95 - $138.08 $1.12K - $1.24K
3.45K $469K
NTLA
Intellia Therapeutics, Inc.

Healthcare
1.3K
New
$6.28 - $9.67 $8.16K - $12.6K
1.3K $12K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.39%
$335.24 - $380.78 $10.1K - $11.4K
2.2K $805K
CUZ
Cousins Properties Inc

Real Estate
146
+ 1.06%
$25.15 - $30.53 $3.67K - $4.46K
14K $419K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
224
+ 20.59%
$50.52 - $50.92 $11.3K - $11.4K
1.31K $66K
SYY
Sysco Corp

Consumer Defensive
100
+ 2.14%
$68.0 - $75.91 $6.8K - $7.59K
4.78K $361K
ATXS
Astria Therapeutics, Inc.

Healthcare
2K
New
$3.75 - $5.99 $7.5K - $12K
2K $10K
TER
Teradyne, Inc

Technology
14
+ 1.32%
$67.96 - $91.05 $951 - $1.27K
1.07K $96K
AVUV
American Centy ETF Tr Avantis

ETFs
105
New
$75.17 - $91.21 $7.89K - $9.58K
105 $9K
VVV
Valvoline Inc

Energy
33
+ 1.26%
$31.48 - $38.2 $1.04K - $1.26K
2.65K $100K
PDFS
Pdf Solutions Inc

Technology
3
+ 0.08%
$16.41 - $21.44 $49.2 - $64.3
3.92K $83K
PPL
Ppl Corp

Utilities
250
New
$33.45 - $36.5 $8.36K - $9.13K
250 $8K
SO
Southern CO

Utilities
95
+ 0.84%
$84.91 - $92.56 $8.07K - $8.79K
11.3K $1.04M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
132
+ 25.88%
$51.1 - $53.29 $6.75K - $7.03K
642 $34K
HST
Host Hotels & Resorts, Inc.

Real Estate
360
+ 14.05%
$12.7 - $16.07 $4.57K - $5.79K
2.92K $44K
CARR
Carrier Global Corp

Industrials
51
+ 12.53%
$55.55 - $75.83 $2.83K - $3.87K
458 $33K
GOOG
Alphabet Inc.

Communication Services
7
+ 2.2%
$146.58 - $180.01 $1.03K - $1.26K
325 $57K
CGGR
Capital Group Growth ETF Shs C

ETFs
201
New
$30.53 - $40.65 $6.14K - $8.17K
201 $8K
LMT
Lockheed Martin Corp

Industrials
8
+ 3.29%
$430.82 - $486.45 $3.45K - $3.89K
251 $116K
FAST
Fastenal CO

Industrials
1.24K
+ 100.0%
$40.65 - $83.16 $50.4K - $103K
2.48K $104K
NUE
Nucor Corp

Basic Materials
51
+ 83.61%
$103.22 - $131.43 $5.26K - $6.7K
112 $14K
MCO
Moodys Corp

Financial Services
14
+ 466.67%
$396.7 - $501.59 $5.55K - $7.02K
17 $8K
HRB
H&R Block Inc

Consumer Cyclical
105
+ 2.61%
$54.32 - $63.04 $5.7K - $6.62K
4.13K $226K
CGNX
Cognex Corp

Technology
34
+ 1.4%
$23.27 - $32.07 $791 - $1.09K
2.47K $78K
IRM
Iron Mountain Inc

Real Estate
44
+ 78.57%
$76.93 - $105.25 $3.38K - $4.63K
100 $10K
ABCB
Ameris Bancorp

Financial Services
4
+ 0.62%
$50.69 - $64.92 $203 - $260
653 $42K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
120
+ 6.35%
$48.46 - $50.2 $5.82K - $6.02K
2.01K $99K
TOL
Toll Brothers, Inc.

Consumer Cyclical
15
+ 3.22%
$90.5 - $114.3 $1.36K - $1.71K
481 $54K
WM
Waste Management Inc

Industrials
19
+ 316.67%
$216.47 - $242.1 $4.11K - $4.6K
25 $5K
SPMD
Spdr Portfolio

ETFs
75
New
$44.89 - $54.38 $3.37K - $4.08K
75 $4K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
95
+ 306.45%
$35.35 - $42.68 $3.36K - $4.05K
126 $5K
HXL
Hexcel Corp

Industrials
5
+ 0.19%
$47.49 - $57.32 $237 - $287
2.6K $146K
BXP
Boston Properties Inc

Real Estate
63
+ 4.36%
$56.86 - $74.12 $3.58K - $4.67K
1.51K $101K
PLD
Prologis, Inc.

Real Estate
36
New
$89.76 - $112.34 $3.23K - $4.04K
36 $3K
TGT
Target Corp

Consumer Defensive
42
+ 30.43%
$88.76 - $105.77 $3.73K - $4.44K
180 $17K
UAA
Under Armour, Inc.

Consumer Cyclical
534
+ 4854.55%
$4.94 - $7.03 $2.64K - $3.75K
545 $3K
CMI
Cummins Inc

Industrials
10
New
$267.12 - $336.65 $2.67K - $3.37K
10 $3K
HSII
Heidrick & Struggles International Inc

Industrials
4
+ 0.59%
$37.18 - $45.76 $149 - $183
680 $31K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
266
+ 98.52%
$11.46 - $12.75 $3.05K - $3.39K
536 $6K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 42.5%
$210.83 - $235.28 $3.58K - $4K
57 $12K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
111
+ 1.35%
$14.4 - $18.8 $1.6K - $2.09K
8.36K $127K
EXR
Extra Space Storage Inc.

Real Estate
18
New
$126.61 - $152.99 $2.28K - $2.75K
18 $2K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
129
+ 91.49%
$11.35 - $12.45 $1.46K - $1.61K
270 $3K
Activity Summary
Buys All Purchases 222 New Holdings 36 Increased Positions 186 Sells All Sells 191 Reductions 191 Sold out 0 Options Calls 0 Puts 0
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