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
ADM
Archer Daniels Midland CO

Consumer Defensive
180
New
$53.54 - $64.21 $9.64K - $11.6K
180 $10K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
3.15K
New
$3.19 - $3.34 $10K - $10.5K
3.15K $10K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3
+ 0.02%
$44.82 - $46.28 $134 - $139
14.7K $678K
UBER
Uber Technologies, Inc

Technology
12
+ 0.67%
$86.91 - $99.57 $1.04K - $1.19K
1.79K $175K
KLAC
Kla Corp

Technology
1
+ 2.22%
$843.9 - $1078.6 $844 - $1.08K
46 $49K
SSNC
Ss&C Technologies Holdings Inc

Technology
4
+ 0.26%
$81.85 - $90.2 $327 - $361
1.55K $137K
AXP
American Express CO

Financial Services
1
+ 0.16%
$294.27 - $342.31 $294 - $342
639 $212K
MLPX
Global X Mlp & Energy Infrastr

ETFs
142
New
$59.5 - $62.99 $8.45K - $8.94K
142 $8K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
275
+ 5.76%
$22.45 - $23.2 $6.17K - $6.38K
5.05K $116K
CTO
Cto Realty Growth, Inc.

Real Estate
400
New
$15.89 - $17.75 $6.36K - $7.1K
400 $6K
TOWN
Towne Bank (Va)

Financial Services
39
+ 1.3%
$34.49 - $37.64 $1.35K - $1.47K
3.03K $108K
WIX
Wix.Com Ltd.

Technology
18
+ 12.77%
$115.43 - $184.24 $2.08K - $3.32K
159 $28K
EXR
Extra Space Storage Inc.

Real Estate
45
+ 250.0%
$134.36 - $152.88 $6.05K - $6.88K
63 $8K
GPN
Global Payments Inc

Industrials
17
+ 1.09%
$77.61 - $90.01 $1.32K - $1.53K
1.58K $131K
TTE
Total Energies Se

Energy
76
+ 1.38%
N/A
5.57K $382K
TIP
Ishares Tr Tips Bd ETF

ETFs
45
New
$109.11 - $111.88 $4.91K - $5.03K
45 $5K
C
Citigroup Inc

Financial Services
2
+ 0.8%
$85.57 - $103.49 $171 - $207
253 $25K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
200
New
$24.65 - $24.98 $4.93K - $5K
200 $4K
DVY
Ishares Tr

ETFs
1
+ 0.35%
$133.88 - $142.57 $134 - $143
284 $40K
ET
Energy Transfer LP

Energy
80
+ 84.21%
$17.11 - $18.16 $1.37K - $1.45K
175 $3K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
9
+ 112.5%
$99.08 - $103.57 $892 - $932
17 $1K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.12%
$78.96 - $80.04 $79 - $80
827 $66K
PLTR
Palantir Technologies Inc.

Technology
1
+ 7.14%
$130.68 - $186.97 $131 - $187
15 $2K
MA
Mastercard Inc

Financial Services
1
+ 20.0%
$550.18 - $598.96 $550 - $599
6 $3K
PH
Parker Hannifin Corp

Industrials
1
+ 50.0%
$697.13 - $769.67 $697 - $770
3 $2K
AMGN
Amgen Inc

Healthcare
1
+ 0.36%
$271.18 - $309.22 $271 - $309
278 $78K
USB
Us Bancorp \De\

Financial Services
1
+ 0.24%
$43.94 - $50.41 $43.9 - $50.4
421 $20K
Cohen & Steers Real Estate Active ETF
519
New
N/A
519 $0
Coherent Corp Com
48
+ 2.8%
N/A
1.76K $0
SPMD
Spdr Portfolio

ETFs
3
+ 4.0%
$54.43 - $58.29 $163 - $175
78 $4K
Arista Networks Inc Com Shs
1
+ 6.25%
N/A
17 $0
Barrick Mng Corp Com Shs
300
New
N/A
300 $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
0
New
$5364.25 - $5815.92 $0 - $0
0 $0
URBN
Urban Outfitters Inc

Consumer Cyclical
12
New
$66.84 - $79.79 $802 - $957
12 $0
SYK
Stryker Corp

Healthcare
1
+ 25.0%
$368.57 - $403.53 $369 - $404
5 $1K
TFLR
T Rowe Price Exchange Traded F
818
+ 7.86%
N/A
11.2K $0
TRGP
Targa Resources Corp.

Energy
1
+ 11.11%
$160.52 - $174.4 $161 - $174
10 $1K
Tcw Core Plus Bond ETF
5
+ 1.07%
N/A
471 $0
FLRN
Spdr Bloomberg Investment Grad

ETFs
3
+ 0.36%
$30.71 - $30.86 $92.1 - $92.6
848 $26K
Primo Brands Corporation Class A Com Shs
2.46K
New
N/A
2.46K $0
EQR
Equity Residential

Real Estate
59
+ 4.07%
$62.3 - $68.34 $3.68K - $4.03K
1.51K $97K
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
65
+ 1.71%
$15.64 - $19.17 $1.02K - $1.25K
3.86K $60K
DEO
Diageo PLC

Consumer Defensive
1
+ 2.33%
$93.64 - $115.33 $93.6 - $115
44 $4K
Outfront Media Inc Com New
990
New
N/A
990 $0
Linde PLC Shs
1
+ 1.67%
N/A
61 $0
QCOM
Qualcomm Inc

Technology
1
+ 1.89%
$145.84 - $173.55 $146 - $174
54 $8K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.13%
$117.65 - $120.08 $118 - $120
800 $95K
ECL
Ecolab Inc.

Basic Materials
1
+ 25.0%
$259.39 - $285.47 $259 - $285
5 $1K
Ishares Bitcoin Trust ETF
35
+ 7.95%
N/A
475 $0
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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