1620 Investment Advisors, Inc. Incresed Positions in Q1 2025

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
664
+ 156.6%
$50.72 - $50.92 $33.7K - $33.8K
1.09K $55K
ARCC
Ares Capital Corp

Financial Services
734
+ 1.8%
$21.28 - $23.81 $15.6K - $17.5K
41.4K $918K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
107
+ 1.86%
$152.57 - $163.66 $16.3K - $17.5K
5.86K $918K
MU
Micron Technology Inc

Technology
278
+ 24.91%
$86.89 - $109.38 $24.2K - $30.4K
1.39K $121K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
144
+ 0.75%
$40.55 - $48.43 $5.84K - $6.97K
19.4K $834K
TXN
Texas Instruments Inc

Technology
140
+ 8.56%
N/A
1.78K $345K
D
Dominion Energy, Inc

Utilities
83
+ 0.96%
$52.85 - $57.43 $4.39K - $4.77K
8.76K $491K
NSA
National Storage Affiliates Trust

Real Estate
72
+ 0.52%
$35.92 - $39.59 $2.59K - $2.85K
14K $550K
SPY
Spdr S&P 500 ETF Trust

ETFs
41
+ 100.0%
$551.42 - $612.93 $22.6K - $25.1K
82 $45K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
392
+ 0.79%
$28.55 - $29.09 $11.2K - $11.4K
49.8K $1.44M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
208
+ 1.51%
$43.76 - $45.31 $9.1K - $9.42K
14K $627K
FTS
Fortis Inc.

Utilities
155
+ 6.86%
$40.49 - $45.58 $6.28K - $7.06K
2.42K $110K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 2.81%
$402.49 - $513.76 $2.01K - $2.57K
183 $88K
FCPT
Four Corners Property Trust, Inc.

Real Estate
89
+ 0.97%
$26.26 - $29.31 $2.34K - $2.61K
9.23K $264K
CRWD
Crowd Strike Holdings, Inc.

Technology
43
+ 29.86%
$308.86 - $455.36 $13.3K - $19.6K
187 $65K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 2.63%
$283.24 - $338.07 $8.78K - $10.5K
1.21K $356K
SHYD
Vaneck Short High Yield Muni E

ETFs
675
+ 5.38%
$22.46 - $22.9 $15.2K - $15.5K
13.2K $297K
ENB
Enbridge Inc

Energy
210
+ 6.14%
$41.54 - $45.45 $8.72K - $9.54K
3.63K $160K
LNTH
Lantheus Holdings, Inc.

Healthcare
20
+ 1.43%
$78.23 - $110.01 $1.56K - $2.2K
1.42K $138K
JCI
Johnson Controls International PLC

Industrials
44
+ 0.56%
$76.12 - $90.6 $3.35K - $3.99K
7.93K $635K
FTI
Technip Fmc PLC

Energy
345
+ 42.8%
$25.3 - $32.57 $8.73K - $11.2K
1.15K $36K
WMT
Walmart Inc.

Consumer Defensive
348
+ 4.6%
$84.5 - $105.05 $29.4K - $36.6K
7.92K $695K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
197
+ 7.16%
$30.38 - $34.94 $5.98K - $6.88K
2.95K $100K
PINS
Pinterest, Inc.

Communication Services
163
+ 4.44%
$29.79 - $40.0 $4.86K - $6.52K
3.84K $118K
AMKR
Amkor Technology, Inc.

Technology
2.68K
+ 56.23%
$18.06 - $26.73 $48.4K - $71.7K
7.45K $134K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
88
+ 12.09%
$114.57 - $118.14 $10.1K - $10.4K
816 $96K
LKQ
Lkq Corp

Consumer Cyclical
50
+ 3.13%
$36.24 - $44.05 $1.81K - $2.2K
1.65K $69K
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 117.39%
$117.15 - $158.79 $6.33K - $8.57K
100 $15K
FHI
Federated Hermes, Inc.

Financial Services
375
+ 2.19%
$37.58 - $41.51 $14.1K - $15.6K
17.5K $713K
MKSI
Mks Instruments Inc

Technology
431
+ 42.97%
$78.89 - $122.69 $34K - $52.9K
1.43K $114K
PDCO
Patterson Companies, Inc.

Healthcare
120
+ 0.84%
$30.8 - $31.25 $3.7K - $3.75K
14.4K $449K
SLB
Schlumberger Limited

Energy
24
+ 1.06%
$38.4 - $43.74 $922 - $1.05K
2.28K $95K
IDA
Idacorp Inc

Utilities
20
+ 2.86%
$105.58 - $119.04 $2.11K - $2.38K
720 $83K
ERJ
Embraer S.A.

Industrials
13
+ 1.93%
$37.11 - $56.4 $482 - $733
685 $31K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
65
+ 0.45%
$22.41 - $23.19 $1.46K - $1.51K
14.4K $328K
JEPI
J P Morgan Exchange Traded Fd

ETFs
110
+ 44.0%
$56.17 - $59.71 $6.18K - $6.57K
360 $20K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.6K
+ 77.65%
$21.41 - $39.15 $34.1K - $62.4K
3.65K $78K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.03%
$27.01 - $28.54 $54 - $57.1
7.88K $220K
FLNG
Flex Lng Ltd.

Energy
230
+ 3.46%
$21.46 - $26.35 $4.94K - $6.06K
6.87K $157K
PSX
Phillips 66

Energy
37
+ 411.11%
$113.93 - $131.55 $4.22K - $4.87K
46 $5K
CRUS
Cirrus Logic, Inc.

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

Industrials
472
+ 13.39%
$36.31 - $46.18 $17.1K - $21.8K
4K $156K
EFA
Ishares Tr Msci Eafe ETF

ETFs
17
+ 13.08%
$74.85 - $84.89 $1.27K - $1.44K
147 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
15
+ 2.57%
$85.55 - $94.34 $1.28K - $1.42K
599 $54K
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
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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