1620 Investment Advisors, Inc. Reduced Holdings in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-4.03K
- 11.33%
$92.08 - $98.18 $371K - $395K
31.5K $2.91M
PEP
Pepsico Inc

Consumer Defensive
-2.85K
- 36.7%
$151.29 - $176.1 $431K - $502K
4.92K $747K
GES
Guess Inc

Consumer Cyclical
-8.69K
- 44.19%
$13.66 - $19.87 $119K - $173K
11K $154K
INTC
Intel Corp

Technology
-9.01K
- 65.87%
$19.07 - $26.23 $172K - $236K
4.67K $93K
WRE
Washington Real Estate Investment Trust
-11.4K
- 99.89%
N/A
12 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
-7
- 0.1%
$83.96 - $106.19 $588 - $743
6.69K $565K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.28K
- 90.81%
$75.1 - $82.99 $96.4K - $107K
130 $9K
SUB
Ishares Short Term National Mu

ETFs
-816
- 4.06%
$104.94 - $106.2 $85.6K - $86.7K
19.3K $2.03M
SCL
Stepan CO

Basic Materials
-1.14K
- 79.96%
$64.61 - $81.08 $73.7K - $92.5K
286 $18K
GD
General Dynamics Corp

Industrials
-16
- 0.71%
$260.28 - $314.03 $4.16K - $5.02K
2.22K $585K
MCD
Mcdonalds Corp

Consumer Cyclical
-286
- 89.66%
$288.47 - $316.54 $82.5K - $90.5K
33 $9K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-158
- 9.14%
$442.29 - $483.08 $69.9K - $76.3K
1.57K $712K
HAS
Hasbro, Inc.

Consumer Cyclical
-111
- 2.46%
$55.71 - $72.94 $6.18K - $8.1K
4.4K $245K
PFE
Pfizer Inc

Healthcare
-1.09K
- 5.7%
$24.8 - $30.19 $27.1K - $33K
18.1K $479K
LEN
Lennar Corp

Consumer Cyclical
-37
- 2.81%
$136.2 - $188.96 $5.04K - $6.99K
1.28K $174K
DHR
Danaher Corp

Healthcare
-219
- 50.23%
$226.16 - $274.52 $49.5K - $60.1K
217 $49K
NOC
Northrop Grumman Corp

Industrials
-16
- 1.53%
$466.52 - $543.88 $7.46K - $8.7K
1.03K $483K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
-3.99K
- 31.26%
$13.64 - $15.37 $54.5K - $61.4K
8.78K $121K
ADP
Automatic Data Processing Inc

Industrials
-265
- 27.75%
$280.08 - $307.97 $74.2K - $81.6K
690 $201K
UTL
Unitil Corp

Utilities
-452
- 7.34%
$53.77 - $60.69 $24.3K - $27.4K
5.7K $309K
FL
Foot Locker, Inc.

Consumer Cyclical
-620
- 5.94%
$21.17 - $25.31 $13.1K - $15.7K
9.82K $213K
HRB
H&R Block Inc

Consumer Cyclical
-106
- 2.35%
$52.14 - $63.36 $5.53K - $6.72K
4.4K $232K
EMR
Emerson Electric CO

Industrials
-600
- 39.04%
$108.13 - $134.33 $64.9K - $80.6K
937 $116K
UNP
Union Pacific Corp

Industrials
-200
- 87.34%
$223.15 - $249.32 $44.6K - $49.9K
29 $6K
STT
State Street Corp

Financial Services
-600
- 53.62%
$85.96 - $100.78 $51.6K - $60.5K
519 $50K
GIS
General Mills Inc

Consumer Defensive
-600
- 80.54%
$62.78 - $74.62 $37.7K - $44.8K
145 $9K
IBM
International Business Machines Corp

Technology
-154
- 2.8%
$204.9 - $238.04 $31.6K - $36.7K
5.34K $1.17M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-194
- 30.36%
$124.55 - $167.32 $24.2K - $32.5K
445 $67K
ABT
Abbott Laboratories

Healthcare
-312
- 8.4%
$111.93 - $119.39 $34.9K - $37.2K
3.4K $385K
MS
Morgan Stanley

Financial Services
-349
- 97.49%
$104.42 - $134.99 $36.4K - $47.1K
9 $1K
LLY
Eli Lilly & CO

Healthcare
-7
- 2.82%
$727.2 - $932.06 $5.09K - $6.52K
241 $186K
BA
Boeing CO

Industrials
-204
- 94.01%
$138.14 - $180.72 $28.2K - $36.9K
13 $2K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-290
- 5.07%
$81.68 - $82.93 $23.7K - $24K
5.43K $445K
CVX
Chevron Corp

Energy
-83
- 1.05%
$141.15 - $162.53 $11.7K - $13.5K
7.8K $1.13M
EMB
Ishares Tr

ETFs
-20
- 0.46%
$88.94 - $93.46 $1.78K - $1.87K
4.36K $388K
DEO
Diageo PLC

Consumer Defensive
-138
- 70.41%
$118.0 - $139.88 $16.3K - $19.3K
58 $7K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-28
- 5.67%
$123.8 - $167.8 $3.47K - $4.7K
466 $58K
TEX
Terex Corp

Industrials
-65
- 3.21%
$45.07 - $58.61 $2.93K - $3.81K
1.96K $90K
USB
Us Bancorp \De\

Financial Services
-350
- 45.4%
$43.98 - $53.66 $15.4K - $18.8K
421 $20K
BXP
Boston Properties Inc

Real Estate
-35
- 2.37%
$73.33 - $89.72 $2.57K - $3.14K
1.44K $107K
SLB
Schlumberger Limited

Energy
-72
- 3.09%
$36.83 - $45.59 $2.65K - $3.28K
2.26K $86K
WDC
Western Digital Corp

Technology
-115
- 24.95%
$59.62 - $73.43 $6.86K - $8.44K
346 $20K
F
Ford Motor CO

Consumer Cyclical
-993
- 84.94%
$9.69 - $11.4 $9.62K - $11.3K
176 $1K
THG
Hanover Insurance Group, Inc.

Financial Services
-83
- 26.43%
$144.81 - $165.01 $12K - $13.7K
231 $35K
K
Kellogg CO

Consumer Defensive
-125
- 86.81%
$80.34 - $81.29 $10K - $10.2K
19 $1K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-165
- 24.44%
$51.33 - $53.74 $8.47K - $8.87K
510 $26K
NVO
Novo Nordisk A S

Healthcare
-45
- 25.57%
$85.0 - $120.04 $3.83K - $5.4K
131 $11K
DOV
Dover Corp

Industrials
-28
- 3.44%
$184.72 - $206.51 $5.17K - $5.78K
786 $147K
O
Realty Income Corp

Real Estate
-17
- 2.31%
$51.76 - $64.71 $880 - $1.1K
720 $38K
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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