1620 Investment Advisors, Inc. Purchases in Q1 2025

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
37
+ 411.11%
$113.93 - $131.55 $4.22K - $4.87K
46 $5K
EFA
Ishares Tr Msci Eafe ETF

ETFs
17
+ 13.08%
$74.85 - $84.89 $1.27K - $1.44K
147 $12K
CRUS
Cirrus Logic, Inc.

Technology
24
+ 3.74%
$97.89 - $111.4 $2.35K - $2.67K
665 $66K
GXO
Gxo Logistics, Inc.

Industrials
472
+ 13.39%
$36.31 - $46.18 $17.1K - $21.8K
4K $156K
VNO
Vornado Realty Trust

Real Estate
100
+ 52.63%
$35.4 - $43.26 $3.54K - $4.33K
290 $10K
BAC
Bank Of America Corp

Financial Services
75
+ 37.31%
$39.61 - $47.74 $2.97K - $3.58K
276 $11K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20
New
$161.27 - $192.3 $3.23K - $3.85K
20 $3K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30
New
$87.68 - $94.52 $2.63K - $2.84K
30 $2K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
38
New
$64.88 - $72.1 $2.47K - $2.74K
38 $2K
SYY
Sysco Corp

Consumer Defensive
105
+ 2.3%
$70.0 - $77.13 $7.35K - $8.1K
4.68K $351K
META
Meta Platforms, Inc.

Communication Services
5
+ 4.35%
$576.36 - $736.67 $2.88K - $3.68K
120 $69K
FANG
Diamondback Energy, Inc.

Energy
27
+ 2.92%
$139.9 - $180.18 $3.78K - $4.86K
953 $152K
DKNG
Draft Kings Inc.

Consumer Cyclical
40
+ 400.0%
$33.21 - $53.49 $1.33K - $2.14K
50 $1K
PENN
Penn National Gaming Inc

Consumer Cyclical
65
New
$16.23 - $22.73 $1.05K - $1.48K
65 $1K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 300.0%
$468.34 - $539.52 $1.41K - $1.62K
4 $1K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
25
New
$47.25 - $67.02 $1.18K - $1.68K
25 $1K
EBC
Eastern Bankshares, Inc.

Financial Services
166
+ 8.59%
$15.29 - $19.15 $2.54K - $3.18K
2.1K $34K
CODIPRA
Compass Diversified Hldgs
2.1K
+ 22.31%
N/A
11.5K $0
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
505
+ 49.75%
N/A
1.52K $0
DRHPRA
Diamondrock Hospitality CO
2.11K
+ 14.62%
N/A
16.5K $0
TNDM
Tandem Diabetes Care Inc

Healthcare
25
New
$17.89 - $37.53 $447 - $938
25 $0
ALLPRI
Allstate Corp Dep Shs Repstg 1
376
+ 1.42%
N/A
26.8K $0
SMOT
Vaneck ETF Tr Morningstar Smid
5
+ 1.35%
N/A
375 $0
TBUX
T Rowe Price Exchange Traded F

ETFs
3
+ 0.24%
$49.57 - $49.82 $149 - $149
1.23K $61K
Vivani Medical Inc Common Stock
9
New
N/A
9 $0
STNE
Stone Co Ltd.

Technology
26
New
$7.85 - $11.45 $204 - $298
26 $0
Sandisk Corp Com
56
New
N/A
56 $0
PSAPRN
Public Storage Dep Shs Repstg
200
+ 3.52%
N/A
5.88K $0
Proshares Merger ETF
622
+ 184.57%
N/A
959 $0
CROX
Crocs, Inc.

Consumer Cyclical
1
New
$88.83 - $112.59 $88.8 - $113
1 $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
0
New
$4295.4 - $5141.88 $0 - $0
0 $0
Canadian Pacific Kansas City Com
28
+ 2.05%
N/A
1.4K $0
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2
+ 7.69%
$47.79 - $59.89 $95.6 - $120
28 $1K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
5
+ 166.67%
$4.92 - $9.82 $24.6 - $49.1
8 $0
Dole PLC Ord Shs
260
+ 41.27%
N/A
890 $0
Janus Henderson Securitized Income ETF
8.55K
+ 31.51%
N/A
35.7K $0
EUSA
Ishares Msci Usa Equal Weighte

ETFs
8
New
$91.45 - $100.11 $732 - $801
8 $0
Innovex International Inc Com
429
+ 30.36%
N/A
1.84K $0
C
Citigroup Inc

Financial Services
1
+ 0.4%
$67.23 - $84.63 $67.2 - $84.6
251 $17K
CLF
Cleveland Cliffs Inc.

Basic Materials
250
+ 17.81%
$8.22 - $12.02 $2.06K - $3.01K
1.65K $13K
Coherent Corp Com
38
+ 2.19%
N/A
1.77K $0
EVGO
E Vgo Inc.

Consumer Cyclical
200
New
$2.37 - $4.46 $474 - $892
200 $0
CMCSA
Comcast Corp

Communication Services
19
+ 4.99%
$33.19 - $38.23 $631 - $726
400 $14K
Bluebird Bio Inc Com New
2
New
N/A
2 $0
NIO
Nio Inc.

Consumer Cyclical
150
New
$3.75 - $5.22 $563 - $783
150 $0
NOK
Nokia Corp

Technology
100
New
$4.43 - $5.42 $443 - $542
100 $0
TSVT
2seventy Bio, Inc.

Healthcare
16
New
$2.3 - $4.96 $36.8 - $79.4
16 $0
NVO
Novo Nordisk A S

Healthcare
40
+ 30.53%
$69.3 - $90.95 $2.77K - $3.64K
171 $11K
HIMX
Himax Technologies, Inc.

Technology
7
New
$7.2 - $12.85 $50.4 - $90
7 $0
Activity Summary
Buys All Purchases 201 New Holdings 31 Increased Positions 170 Sells All Sells 172 Reductions 170 Sold out 2 Options Calls 0 Puts 0
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