1620 Investment Advisors, Inc. Incresed Positions in Q2 2025

1620 Investment Advisors, Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
5.03K
+ 103.44%
$66.54 - $144.33 $335K - $726K
9.89K $1.43M
SCHR
Schwab Intermediate Term Us Tr

ETFs
27.8K
+ 143.3%
$24.54 - $25.07 $681K - $696K
47.1K $1.18M
SCHO
Schwab Short Term Us Treasury

ETFs
25.7K
+ 3209.5%
$24.19 - $24.45 $621K - $628K
26.5K $645K
MSFT
Microsoft Corp

Technology
70
+ 1.66%
$354.56 - $497.45 $24.8K - $34.8K
4.3K $2.14M
EPR
Epr Properties

Real Estate
7.7K
+ 50.81%
$43.53 - $59.11 $335K - $455K
22.8K $1.33M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 0.38%
$210.28 - $289.91 $8.2K - $11.3K
10.4K $3.02M
MDT
Medtronic PLC

Healthcare
5.54K
+ 81.94%
$80.68 - $88.86 $447K - $492K
12.3K $1.07M
PFE
Pfizer Inc

Healthcare
19.5K
+ 104.25%
$21.59 - $24.84 $421K - $485K
38.2K $926K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
57
+ 0.8%
$141.37 - $228.57 $8.06K - $13K
7.22K $1.64M
MO
Altria Group, Inc.

Consumer Defensive
7.57K
+ 24416.13%
$55.56 - $60.91 $421K - $461K
7.6K $445K
ORCL
Oracle Corp

Technology
74
+ 2.33%
$122.82 - $218.63 $9.09K - $16.2K
3.25K $709K
JCI
Johnson Controls International PLC

Industrials
150
+ 1.89%
$71.14 - $105.62 $10.7K - $15.8K
8.08K $853K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.59K
+ 6.7%
N/A
41.2K $3.08M
MGNI
Magnite, Inc.

Communication Services
4.23K
+ 60.39%
$9.0 - $24.12 $38.1K - $102K
11.2K $270K
SPIB
Spdr Portfolio Intermediate Te

ETFs
4.29K
+ 3.34%
$32.62 - $33.58 $140K - $144K
133K $4.45M
IBM
International Business Machines Corp

Technology
19
+ 0.48%
$221.03 - $294.78 $4.2K - $5.6K
3.96K $1.17M
RTX
Raytheon Technologies Corp

Industrials
99
+ 0.82%
$113.75 - $148.48 $11.3K - $14.7K
12.2K $1.78M
DIS
Walt Disney CO

Communication Services
85
+ 1.38%
$81.72 - $124.01 $6.95K - $10.5K
6.26K $776K
NTAP
Net App, Inc.

Technology
296
+ 4.36%
$76.1 - $106.55 $22.5K - $31.5K
7.08K $754K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.38K
+ 5.27%
$51.68 - $52.76 $123K - $126K
47.5K $2.51M
POWL
Powell Industries Inc

Industrials
17
+ 0.52%
$159.38 - $211.34 $2.71K - $3.59K
3.3K $694K
IEF
Ishares Barclays

ETFs
1.25K
+ 3.84%
$93.15 - $96.56 $117K - $121K
33.9K $3.24M
FIS
Fidelity National Information Services, Inc.

Technology
1.56K
+ 165.32%
$68.14 - $82.13 $106K - $128K
2.5K $203K
TPR
Tapestry, Inc.

Consumer Cyclical
150
+ 2.19%
$60.6 - $87.81 $9.09K - $13.2K
6.99K $613K
MPC
Marathon Petroleum Corp

Energy
66
+ 1.17%
$118.55 - $170.08 $7.82K - $11.2K
5.72K $950K
ADBE
Adobe Inc.

Technology
312
+ 2600.0%
$340.0 - $420.68 $106K - $131K
324 $125K
CAH
Cardinal Health Inc

Healthcare
114
+ 3.54%
$125.0 - $168.0 $14.3K - $19.2K
3.33K $560K
NVS
Novartis Ag

Healthcare
126
+ 1.43%
$101.96 - $121.01 $12.8K - $15.2K
8.96K $1.08M
WMT
Walmart Inc.

Consumer Defensive
192
+ 2.42%
$81.79 - $99.98 $15.7K - $19.2K
8.11K $792K
GLW
Corning Inc

Technology
288
+ 2.45%
$39.07 - $52.59 $11.3K - $15.1K
12.1K $634K
TY
Tri Continental Corp

Financial Services
116
+ 0.13%
$27.37 - $31.84 $3.17K - $3.69K
91.3K $2.89M
ALGM
Allegro Microsystems, Inc.

Technology
1.5K
+ 43.72%
$16.53 - $34.19 $24.9K - $51.4K
4.94K $169K
V
Visa Inc.

Financial Services
227
+ 82.25%
$308.27 - $373.31 $70K - $84.7K
503 $178K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.2K
+ 5.42%
$39.34 - $40.41 $86.7K - $89.1K
42.9K $1.72M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
244
+ 4.16%
$140.84 - $163.09 $34.4K - $39.8K
6.1K $995K
BX
Blackstone Inc.

Financial Services
173
+ 3.41%
$120.07 - $151.11 $20.8K - $26.1K
5.24K $783K
FHI
Federated Hermes, Inc.

Financial Services
239
+ 1.37%
$35.85 - $44.32 $8.57K - $10.6K
17.7K $785K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.56K
+ 3.12%
$27.29 - $29.28 $42.4K - $45.5K
51.3K $1.5M
AMT
American Tower Corp

Real Estate
297
+ 1188.0%
$203.96 - $228.19 $60.6K - $67.8K
322 $71K
TOST
Toast, Inc.

Technology
1.1K
+ 76.85%
$30.03 - $45.23 $33.1K - $49.8K
2.54K $112K
JHPI
John Hancock ETF Preferred Inc

ETFs
2.53K
+ 4.63%
$21.76 - $22.63 $55.1K - $57.3K
57.3K $1.29M
EBC
Eastern Bankshares, Inc.

Financial Services
4.44K
+ 211.39%
$14.18 - $16.5 $62.9K - $73.2K
6.54K $99K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
3.19K
+ 23.56%
$18.11 - $18.97 $57.8K - $60.5K
16.7K $315K
MKSI
Mks Instruments Inc

Technology
266
+ 18.55%
$58.78 - $100.27 $15.6K - $26.7K
1.7K $168K
LEA
Lear Corp

Consumer Cyclical
150
+ 2.64%
$75.18 - $95.54 $11.3K - $14.3K
5.83K $553K
RRX
Regal Rexnord Corp

Industrials
219
+ 33.69%
$94.06 - $147.0 $20.6K - $32.2K
869 $125K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
350
+ 8.73%
$54.81 - $67.78 $19.2K - $23.7K
4.36K $295K
CIEN
Ciena Corp

Technology
3
+ 0.14%
$53.5 - $83.89 $161 - $252
2.1K $170K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
3.72K
+ 693.28%
$11.08 - $12.17 $41.2K - $45.2K
4.25K $50K
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
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