1620 Investment Advisors, Inc. Reduced Holdings in Q2 2025

1620 Investment Advisors, Inc.

  • $133 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NSA
National Storage Affiliates Trust

Real Estate
-11.9K
- 85.0%
$31.82 - $39.04 $378K - $464K
2.1K $67K
MCHP
Microchip Technology Inc

Technology
-9.86K
- 86.32%
$35.34 - $71.6 $349K - $706K
1.56K $109K
NVDA
Nvidia Corp

Technology
-3.2K
- 75.21%
$94.31 - $157.99 $302K - $505K
1.05K $166K
CAT
Caterpillar Inc

Industrials
-850
- 90.23%
$273.94 - $388.21 $233K - $330K
92 $35K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.93K
- 10.28%
$119.13 - $135.03 $230K - $261K
16.9K $2.08M
BBY
Best Buy CO Inc

Consumer Cyclical
-2.46K
- 38.9%
$56.17 - $75.73 $138K - $186K
3.86K $258K
CODI
Compass Diversified Holdings

Industrials
-573
- 4.01%
$6.0 - $18.81 $3.44K - $10.8K
13.7K $86K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.66K
- 30.48%
$82.21 - $83.12 $136K - $138K
3.78K $312K
SHOP
Shopify Inc.

Technology
-1.46K
- 95.28%
$76.89 - $115.35 $112K - $168K
72 $8K
FL
Foot Locker, Inc.

Consumer Cyclical
-9.57K
- 98.21%
$11.12 - $24.5 $106K - $234K
174 $4K
COMP
Compass, Inc.

Technology
-3.45K
- 15.1%
$5.8 - $8.98 $20K - $30.9K
19.4K $121K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-925
- 64.78%
$54.08 - $68.32 $50K - $63.2K
503 $27K
GPN
Global Payments Inc

Industrials
-441
- 22.02%
$67.47 - $99.6 $29.8K - $43.9K
1.56K $125K
RPD
Rapid7, Inc.

Technology
-2.61K
- 97.02%
$21.9 - $27.44 $57.1K - $71.5K
80 $1K
ARRY
Array Technologies, Inc.

Technology
-14K
- 99.99%
$3.98 - $8.44 $55.6K - $118K
1 $0
XOM
Exxon Mobil Corp

Energy
-32
- 0.58%
$99.93 - $119.04 $3.2K - $3.81K
5.46K $588K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.29K
- 4.6%
$44.27 - $45.82 $57.1K - $59.1K
26.7K $1.22M
UCTT
Ultra Clean Holdings, Inc.

Technology
-2.66K
- 72.95%
$17.84 - $22.81 $47.5K - $60.7K
987 $22K
SQ
Block, Inc.

Technology
-989
- 71.0%
N/A
404 $23K
DRH
Diamond Rock Hospitality CO

Real Estate
-6.83K
- 9.35%
$6.4 - $7.99 $43.7K - $54.6K
66.2K $507K
NTNX
Nutanix, Inc.

Technology
-749
- 88.12%
$58.17 - $83.07 $43.6K - $62.2K
101 $7K
RL
Ralph Lauren Corp

Consumer Cyclical
-669
- 27.22%
$182.34 - $286.22 $122K - $191K
1.79K $490K
OLED
Universal Display Corp Pa

Technology
-389
- 67.65%
$106.6 - $161.02 $41.5K - $62.6K
186 $28K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-1.6K
- 70.05%
$22.96 - $28.29 $36.6K - $45.1K
682 $15K
SKX
Skechers Usa Inc

Consumer Cyclical
-910
- 92.39%
$45.48 - $63.1 $41.4K - $57.4K
75 $4K
SAM
Boston Beer CO Inc

Consumer Defensive
-4
- 0.44%
$187.06 - $249.73 $748 - $999
912 $174K
OFG
Ofg Bancorp

Financial Services
-1.12K
- 59.39%
$34.78 - $43.28 $38.9K - $48.4K
765 $32K
UTL
Unitil Corp

Utilities
-225
- 3.97%
$51.68 - $59.77 $11.6K - $13.4K
5.45K $284K
LLY
Eli Lilly & CO

Healthcare
-33
- 14.41%
$713.71 - $898.95 $23.6K - $29.7K
196 $152K
ARIS
Aris Water Solutions, Inc.

Utilities
-641
- 26.18%
$19.97 - $33.53 $12.8K - $21.5K
1.81K $42K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.53K
- 4.29%
$10.78 - $11.28 $27.3K - $28.5K
56.4K $627K
HTGC
Hercules Capital, Inc.

Financial Services
-128
- 0.41%
$16.24 - $19.1 $2.08K - $2.44K
31.3K $572K
IIPR
Innovative Industrial Properties Inc

Real Estate
-697
- 12.56%
$48.03 - $58.9 $33.5K - $41.1K
4.85K $268K
SUI
Sun Communities Inc

Real Estate
-191
- 55.36%
$114.62 - $132.25 $21.9K - $25.3K
154 $19K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-870
- 4.49%
$35.42 - $43.89 $30.8K - $38.2K
18.5K $812K
WEX
Wex Inc.

Technology
-139
- 88.54%
$113.47 - $161.8 $15.8K - $22.5K
18 $2K
MTX
Minerals Technologies Inc

Basic Materials
-95
- 5.1%
$50.93 - $63.06 $4.84K - $5.99K
1.77K $97K
BOND
Pimco Active Bond Exchange Tra

ETFs
-186
- 1.58%
$89.87 - $92.93 $16.7K - $17.3K
11.6K $1.07M
TGTX
Tg Therapeutics, Inc.

Healthcare
-107
- 2.55%
$33.37 - $45.51 $3.57K - $4.87K
4.1K $147K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-312
- 6.73%
$43.63 - $45.4 $13.6K - $14.2K
4.33K $193K
CGXU
Capital Group Intl Focus Equit

ETFs
-832
- 30.47%
$21.44 - $27.35 $17.8K - $22.8K
1.9K $51K
PR
Permian Resources Corporation

Energy
-958
- 21.6%
$10.36 - $14.93 $9.92K - $14.3K
3.48K $47K
AEP
American Electric Power CO Inc

Utilities
-55
- 4.31%
$98.59 - $109.11 $5.42K - $6K
1.22K $126K
FDX
Fedex Corp

Industrials
-7
- 1.02%
$198.07 - $245.17 $1.39K - $1.72K
676 $153K
MRK
Merck & Co., Inc.

Healthcare
-42
- 4.75%
$73.47 - $87.12 $3.09K - $3.66K
842 $66K
HYD
Vaneck High Yield Muni ETF

ETFs
-216
- 20.04%
$49.08 - $51.35 $10.6K - $11.1K
862 $43K
AVSC
American Centy ETF Tr Avantis
-245
- 96.08%
$42.39 - $51.76 $10.4K - $12.7K
10 $0
IWV
Ishares Russell 3000 ETF

ETFs
-50
- 25.25%
$281.67 - $351.0 $14.1K - $17.6K
148 $51K
PG
Procter & Gamble CO

Consumer Defensive
-14
- 1.7%
$157.66 - $172.39 $2.21K - $2.41K
811 $129K
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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