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
LMT
Lockheed Martin Corp

Industrials
8
+ 3.29%
$430.82 - $486.45 $3.45K - $3.89K
251 $116K
SO
Southern CO

Utilities
95
+ 0.84%
$84.91 - $92.56 $8.07K - $8.79K
11.3K $1.04M
GOOG
Alphabet Inc.

Communication Services
7
+ 2.2%
$146.58 - $180.01 $1.03K - $1.26K
325 $57K
HST
Host Hotels & Resorts, Inc.

Real Estate
360
+ 14.05%
$12.7 - $16.07 $4.57K - $5.79K
2.92K $44K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
132
+ 25.88%
$51.1 - $53.29 $6.75K - $7.03K
642 $34K
FAST
Fastenal CO

Industrials
1.24K
+ 100.0%
$40.65 - $83.16 $50.4K - $103K
2.48K $104K
CARR
Carrier Global Corp

Industrials
51
+ 12.53%
$55.55 - $75.83 $2.83K - $3.87K
458 $33K
MCO
Moodys Corp

Financial Services
14
+ 466.67%
$396.7 - $501.59 $5.55K - $7.02K
17 $8K
NUE
Nucor Corp

Basic Materials
51
+ 83.61%
$103.22 - $131.43 $5.26K - $6.7K
112 $14K
IRM
Iron Mountain Inc

Real Estate
44
+ 78.57%
$76.93 - $105.25 $3.38K - $4.63K
100 $10K
HRB
H&R Block Inc

Consumer Cyclical
105
+ 2.61%
$54.32 - $63.04 $5.7K - $6.62K
4.13K $226K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
120
+ 6.35%
$48.46 - $50.2 $5.82K - $6.02K
2.01K $99K
ABCB
Ameris Bancorp

Financial Services
4
+ 0.62%
$50.69 - $64.92 $203 - $260
653 $42K
TOL
Toll Brothers, Inc.

Consumer Cyclical
15
+ 3.22%
$90.5 - $114.3 $1.36K - $1.71K
481 $54K
BXP
Boston Properties Inc

Real Estate
63
+ 4.36%
$56.86 - $74.12 $3.58K - $4.67K
1.51K $101K
HXL
Hexcel Corp

Industrials
5
+ 0.19%
$47.49 - $57.32 $237 - $287
2.6K $146K
WM
Waste Management Inc

Industrials
19
+ 316.67%
$216.47 - $242.1 $4.11K - $4.6K
25 $5K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
95
+ 306.45%
$35.35 - $42.68 $3.36K - $4.05K
126 $5K
UAA
Under Armour, Inc.

Consumer Cyclical
534
+ 4854.55%
$4.94 - $7.03 $2.64K - $3.75K
545 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
17
+ 42.5%
$210.83 - $235.28 $3.58K - $4K
57 $12K
TGT
Target Corp

Consumer Defensive
42
+ 30.43%
$88.76 - $105.77 $3.73K - $4.44K
180 $17K
HSII
Heidrick & Struggles International Inc

Industrials
4
+ 0.59%
$37.18 - $45.76 $149 - $183
680 $31K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
266
+ 98.52%
$11.46 - $12.75 $3.05K - $3.39K
536 $6K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
111
+ 1.35%
$14.4 - $18.8 $1.6K - $2.09K
8.36K $127K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
129
+ 91.49%
$11.35 - $12.45 $1.46K - $1.61K
270 $3K
EFV
Msci Eafe Value ETF

ETFs
10
+ 20.0%
$52.4 - $64.65 $524 - $647
60 $3K
EPAM
Epam Systems, Inc.

Technology
4
+ 0.94%
N/A
429 $79K
TMUS
T Mobile Us, Inc.

Communication Services
17
+ 19.54%
$220.99 - $268.54 $3.76K - $4.57K
104 $24K
SSNC
Ss&C Technologies Holdings Inc

Technology
17
+ 1.11%
$71.96 - $83.42 $1.22K - $1.42K
1.55K $128K
INVH
Invitation Homes Inc.

Real Estate
1.26K
+ 6.43%
$30.53 - $35.47 $38.5K - $44.8K
20.9K $684K
Canadian Pacific Kansas City Com
15
+ 1.08%
N/A
1.41K $0
ONEW
One Water Marine Inc.

Consumer Cyclical
3
+ 100.0%
$12.06 - $17.03 $36.2 - $51.1
6 $0
Lam Research Corp Com New
1.47K
+ 13327.27%
N/A
1.48K $0
DRHPRA
Diamondrock Hospitality CO
298
+ 1.8%
N/A
16.8K $0
RNRPRF
Renaissancere Hldgs (Bermuda)
190
+ 0.66%
N/A
29.1K $0
Pershing Square Tontine Holdings LTD Call Wts/Prod Open()
1.78K
+ 901.02%
N/A
1.97K $0
New York Reit Liquidating LLC
90
+ 1.13%
N/A
8.05K $0
Morgan Stanley 6.625 Pfd Ser Q
320
+ 177.78%
N/A
500 $0
ORLY
O Reilly Automotive Inc

Consumer Cyclical
14
+ 1400.0%
$87.84 - $1441.89 $1.23K - $20.2K
15 $1K
Linde PLC Shs
19
+ 46.34%
N/A
60 $0
Proshares Merger ETF
635
+ 66.21%
N/A
1.59K $0
SMOT
Vaneck ETF Tr Morningstar Smid
125
+ 33.33%
N/A
500 $0
UNM
Unum Group

Financial Services
8
+ 1.4%
$70.48 - $82.91 $564 - $663
581 $46K
Janus Henderson Securitized Income ETF
1.75K
+ 4.91%
N/A
37.4K $0
JPMPRC
Jpmorgan Chase & CO Dep Sh Rep
125
+ 8.22%
N/A
1.65K $0
THG
Hanover Insurance Group, Inc.

Financial Services
3
+ 1.3%
$150.66 - $178.04 $452 - $534
234 $39K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
69
+ 2.34%
$32.56 - $35.71 $2.25K - $2.46K
3.02K $99K
COLB
Columbia Banking System, Inc.

Financial Services
15
+ 1.36%
$20.71 - $25.63 $311 - $384
1.12K $26K
PNW
Pinnacle West Capital Corp

Utilities
279
+ 5.89%
$88.3 - $95.43 $24.6K - $26.6K
5.02K $448K
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
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