1620 Investment Advisors, Inc. Purchases in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
4.25K
New
$11.34 - $11.91 $48.2K - $50.6K
4.25K $48K
TDIV
First Trust Nasdaq Technology

ETFs
616
New
$78.03 - $82.13 $48.1K - $50.6K
616 $48K
DRH
Diamond Rock Hospitality CO

Real Estate
2.78K
+ 3.97%
$8.57 - $9.74 $23.8K - $27K
72.6K $655K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.03K
New
$45.17 - $47.23 $46.4K - $48.6K
1.03K $46K
HST
Host Hotels & Resorts, Inc.

Real Estate
2.68K
New
$17.24 - $19.07 $46.2K - $51.1K
2.68K $46K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
868
New
$50.02 - $51.24 $43.4K - $44.5K
868 $43K
CCL
Carnival Corp

Consumer Cyclical
1.7K
New
$17.34 - $26.8 $29.5K - $45.5K
1.7K $42K
DUK
Duke Energy Corp

Utilities
398
New
$105.76 - $120.76 $42.1K - $48.1K
398 $42K
PEAK
Healthpeak Properties, Inc.

Real Estate
2.14K
New
N/A
2.14K $40K
ABCB
Ameris Bancorp

Financial Services
649
New
$60.0 - $72.37 $38.9K - $47K
649 $40K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
791
New
$46.48 - $51.32 $36.8K - $40.6K
791 $38K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
337
+ 86.19%
$115.08 - $119.55 $38.8K - $40.3K
728 $84K
EPD
Enterprise Products Partners L.P.

Energy
288
+ 2.24%
$28.66 - $34.43 $8.25K - $9.92K
13.2K $412K
TRP
Tc Energy Corp

Energy
800
New
$44.03 - $50.23 $35.2K - $40.2K
800 $37K
ALGT
Allegiant Travel CO

Industrials
385
New
$55.0 - $94.12 $21.2K - $36.2K
385 $36K
CYBR
Cyber Ark Software Ltd.

Technology
106
New
$274.1 - $333.15 $29.1K - $35.3K
106 $35K
VITL
Vital Farms, Inc.

Consumer Defensive
888
New
$28.13 - $40.91 $25K - $36.3K
888 $33K
MLR
Miller Industries Inc

Consumer Cyclical
20
+ 0.28%
$59.86 - $76.87 $1.2K - $1.54K
7.26K $474K
EBC
Eastern Bankshares, Inc.

Financial Services
1.93K
New
$15.83 - $19.03 $30.6K - $36.8K
1.93K $33K
GXO
Gxo Logistics, Inc.

Industrials
1.18K
+ 50.6%
$41.93 - $63.02 $49.6K - $74.6K
3.52K $153K
WEX
Wex Inc.

Technology
180
New
$167.45 - $216.67 $30.1K - $39K
180 $31K
CFG
Citizens Financial Group Inc

Financial Services
238
+ 3.18%
$39.92 - $48.46 $9.5K - $11.5K
7.71K $337K
VFC
V F Corp

Consumer Cyclical
40
+ 0.21%
$16.7 - $22.59 $668 - $904
19.4K $416K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.17K
New
$26.08 - $27.65 $30.4K - $32.2K
1.17K $30K
FLRN
Spdr Bloomberg Investment Grad

ETFs
971
New
$30.67 - $30.84 $29.8K - $29.9K
971 $29K
GSHD
Goosehead Insurance, Inc.

Financial Services
275
New
$87.63 - $129.69 $24.1K - $35.7K
275 $29K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.15K
New
$25.25 - $26.34 $29K - $30.3K
1.15K $29K
MGK
Vanguard Mega Cap Growth ETF

ETFs
87
New
$316.94 - $357.88 $27.6K - $31.1K
87 $29K
JNK
Spdr Bloomberg High Yield Bond

ETFs
305
New
$94.77 - $97.36 $28.9K - $29.7K
305 $29K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
600
New
$47.26 - $48.18 $28.4K - $28.9K
600 $28K
COST
Costco Wholesale Corp

Consumer Defensive
30
New
$873.59 - $994.69 $26.2K - $29.8K
30 $27K
CARR
Carrier Global Corp

Industrials
407
New
$66.69 - $82.65 $27.1K - $33.6K
407 $27K
RRX
Regal Rexnord Corp

Industrials
196
+ 43.36%
$153.56 - $182.22 $30.1K - $35.7K
648 $100K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.63K
+ 250.11%
$26.93 - $84.95 $151K - $478K
7.87K $215K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
20
+ 1.91%
$193.7 - $235.05 $3.87K - $4.7K
1.07K $243K
ISRG
Intuitive Surgical Inc

Healthcare
49
New
$471.27 - $550.62 $23.1K - $27K
49 $25K
ERJ
Embraer S.A.

Industrials
672
New
$32.46 - $40.0 $21.8K - $26.9K
672 $24K
PGNY
Progyny, Inc.

Healthcare
1.41K
New
$13.67 - $17.25 $19.2K - $24.3K
1.41K $24K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
1.47K
New
$16.21 - $31.36 $23.9K - $46.2K
1.47K $24K
SPY
Spdr S&P 500 ETF Trust

ETFs
41
New
$567.81 - $607.81 $23.3K - $24.9K
41 $24K
TER
Teradyne, Inc

Technology
243
+ 28.72%
$102.58 - $133.62 $24.9K - $32.5K
1.09K $137K
CUZ
Cousins Properties Inc

Real Estate
257
+ 1.94%
$28.63 - $31.94 $7.36K - $8.21K
13.5K $414K
FTI
Technip Fmc PLC

Energy
806
New
$25.16 - $31.95 $20.3K - $25.8K
806 $23K
MET
Metlife Inc

Financial Services
292
New
$78.15 - $88.25 $22.8K - $25.8K
292 $23K
BLDE
Blade Air Mobility, Inc.

Industrials
725
+ 4.85%
$3.05 - $4.74 $2.21K - $3.44K
15.7K $66K
PECO
Phillips Edison & Company, Inc.

Real Estate
610
New
$35.96 - $39.8 $21.9K - $24.3K
610 $22K
TXN
Texas Instruments Inc

Technology
110
+ 7.21%
N/A
1.64K $318K
IRMD
Iradimed Corp

Healthcare
405
New
$48.3 - $57.35 $19.6K - $23.2K
405 $22K
AKAM
Akamai Technologies Inc

Technology
240
New
N/A
240 $21K
Activity Summary
Buys All Purchases 495 New Holdings 376 Increased Positions 119 Sells All Sells 99 Reductions 98 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email