1620 Investment Advisors, Inc. Incresed Positions in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DAL
Delta Air Lines, Inc.

Industrials
50
+ 142.86%
$47.46 - $65.77 $2.37K - $3.29K
85 $5K
EEFT
Euronet Worldwide, Inc.

Technology
3
+ 0.25%
$96.0 - $106.61 $288 - $320
1.19K $122K
INDB
Independent Bank Corp

Financial Services
45
+ 45.92%
$56.88 - $74.97 $2.56K - $3.37K
143 $9K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 4.05%
$280.04 - $302.45 $1.96K - $2.12K
180 $52K
PM
Philip Morris International Inc.

Consumer Defensive
35
+ 318.18%
$118.38 - $133.06 $4.14K - $4.66K
46 $5K
SBUX
Starbucks Corp

Consumer Cyclical
89
+ 14.61%
$87.44 - $102.5 $7.78K - $9.12K
698 $63K
COLB
Columbia Banking System, Inc.

Financial Services
145
+ 15.14%
$25.29 - $32.01 $3.67K - $4.64K
1.1K $29K
AZZ
Azz Inc

Industrials
54
+ 5.86%
$75.86 - $96.0 $4.1K - $5.18K
976 $79K
UPS
United Parcel Service Inc

Industrials
22
+ 64.71%
$122.65 - $138.35 $2.7K - $3.04K
56 $7K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
290
+ 5.77%
N/A
5.31K $53K
PGR
Progressive Corp

Financial Services
13
+ 260.0%
$239.6 - $268.88 $3.11K - $3.5K
18 $4K
FAST
Fastenal CO

Industrials
26
+ 2.14%
$69.99 - $84.35 $1.82K - $2.19K
1.24K $89K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
115
+ 9.31%
$12.95 - $17.41 $1.49K - $2K
1.35K $19K
LOW
Lowes Companies Inc

Consumer Cyclical
11
+ 33.33%
$244.52 - $284.07 $2.69K - $3.12K
44 $10K
WBD
Warner Bros. Discovery, Inc.

Communication Services
55
+ 7.07%
$7.33 - $12.37 $403 - $680
833 $8K
PSMT
Pricesmart Inc

Consumer Defensive
11
+ 1.4%
$83.08 - $96.92 $914 - $1.07K
798 $73K
SCHW
Schwab Charles Corp

Financial Services
16
+ 94.12%
$63.31 - $82.85 $1.01K - $1.33K
33 $2K
SYY
Sysco Corp

Consumer Defensive
94
+ 2.1%
$73.63 - $81.77 $6.92K - $7.69K
4.57K $349K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6
+ 30.0%
$55.73 - $66.16 $334 - $397
26 $1K
NSC
Norfolk Southern Corp

Industrials
11
+ 8.53%
$230.6 - $277.0 $2.54K - $3.05K
140 $32K
PHYS
Sprott Physical Gold Trust

Financial Services
40
+ 1.3%
$19.66 - $21.66 $786 - $866
3.11K $62K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
86
+ 6.38%
$61.93 - $70.49 $5.33K - $6.06K
1.43K $94K
DRHPRA
Diamondrock Hospitality CO
887
+ 6.56%
N/A
14.4K $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
296
+ 200.0%
$22.4 - $68.28 $6.63K - $20.2K
444 $10K
Innovex International Inc Com
732
+ 107.49%
N/A
1.41K $0
BCPRC
Brunswick Corp Sr Nt 6.375% No
260
+ 37.14%
N/A
960 $0
Lam Research Corp Com New
10
+ 1000.0%
N/A
11 $0
DLRPRK
Digital Rlty Tr Inc Red Pfd Se
240
+ 100.0%
N/A
480 $0
SCHO
Schwab Short Term Us Treasury

ETFs
475
+ 100.0%
$24.06 - $48.88 $11.4K - $23.2K
950 $22K
VNQ
Vanguard Specialized Funds Van

ETFs
35
+ 6.38%
$87.85 - $98.6 $3.07K - $3.45K
584 $52K
ALB
Albemarle Corp

Basic Materials
4
+ 1.87%
$86.08 - $111.3 $344 - $445
218 $18K
SSTK
Shutterstock, Inc.

Communication Services
70
+ 7.99%
$29.25 - $34.57 $2.05K - $2.42K
946 $28K
MSFT
Microsoft Corp

Technology
93
+ 1.93%
$406.35 - $454.46 $37.8K - $42.3K
4.9K $2.07M
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 1.73%
$285.5 - $335.62 $5.71K - $6.71K
1.18K $341K
FTS
Fortis Inc.

Utilities
130
+ 6.1%
$41.04 - $45.81 $5.34K - $5.96K
2.26K $93K
LKQ
Lkq Corp

Consumer Cyclical
53
+ 3.44%
$36.0 - $39.99 $1.91K - $2.12K
1.6K $58K
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.81K
+ 103.31%
$24.19 - $50.58 $67.9K - $142K
5.53K $134K
PNW
Pinnacle West Capital Corp

Utilities
162
+ 3.58%
$84.03 - $94.52 $13.6K - $15.3K
4.68K $396K
MKSI
Mks Instruments Inc

Technology
1
+ 0.1%
$98.56 - $117.93 $98.6 - $118
1K $104K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.39K
+ 100.0%
$22.02 - $46.16 $52.5K - $110K
4.77K $105K
ADI
Analog Devices Inc

Technology
8
+ 1.68%
$206.35 - $236.48 $1.65K - $1.89K
485 $103K
KO
Coca Cola CO

Consumer Defensive
40
+ 4.52%
$61.74 - $71.71 $2.47K - $2.87K
924 $57K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
606
+ 1.52%
$51.54 - $52.55 $31.2K - $31.8K
40.5K $2.1M
PEG
Public Service Enterprise Group Inc

Utilities
186
+ 3.2%
$81.87 - $94.51 $15.2K - $17.6K
6K $507K
ALEX
Alexander & Baldwin, Inc.

Real Estate
879
+ 4.38%
$17.4 - $19.87 $15.3K - $17.5K
20.9K $371K
VLO
Valero Energy Corp

Energy
32
+ 2.36%
$118.59 - $144.02 $3.79K - $4.61K
1.39K $170K
CRUS
Cirrus Logic, Inc.

Technology
17
+ 2.72%
$99.58 - $125.3 $1.69K - $2.13K
641 $63K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
413
+ 3.84%
$26.79 - $30.35 $11.1K - $12.5K
11.2K $303K
CAT
Caterpillar Inc

Industrials
19
+ 2.02%
$360.37 - $416.88 $6.85K - $7.92K
958 $347K
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
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