1620 Investment Advisors, Inc. Reduced Holdings in Q3 2025

1620 Investment Advisors, Inc.

  • $142 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WMB
Williams Companies, Inc.

Energy
-6.13K
- 42.65%
$56.52 - $64.01 $347K - $393K
8.24K $522K
IBM
International Business Machines Corp

Technology
-828
- 20.92%
$234.77 - $292.47 $194K - $242K
3.13K $883K
CAH
Cardinal Health Inc

Healthcare
-971
- 29.12%
$146.04 - $167.63 $142K - $163K
2.36K $370K
SUB
Ishares Short Term National Mu

ETFs
-1.8K
- 9.49%
$106.17 - $107.3 $191K - $193K
17.2K $1.83M
SCHO
Schwab Short Term Us Treasury

ETFs
-7.36K
- 27.79%
$24.23 - $24.42 $178K - $180K
19.1K $466K
EEFT
Euronet Worldwide, Inc.

Technology
-910
- 77.51%
$87.37 - $107.37 $79.5K - $97.7K
264 $23K
LNTH
Lantheus Holdings, Inc.

Healthcare
-928
- 65.12%
$50.11 - $83.83 $46.5K - $77.8K
497 $25K
MGNI
Magnite, Inc.

Communication Services
-2.43K
- 21.64%
$21.75 - $26.52 $52.9K - $64.5K
8.8K $191K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-956
- 25.32%
$82.38 - $83.0 $78.8K - $79.3K
2.82K $233K
T
At&T Inc.

Communication Services
-1.9K
- 7.33%
$26.94 - $29.62 $51.2K - $56.2K
24K $678K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.51%
$2292.04 - $2514.05 $2.29K - $2.51K
197 $460K
KMI
Kinder Morgan, Inc.

Energy
-937
- 3.37%
$26.23 - $28.5 $24.6K - $26.7K
26.9K $761K
OKE
Oneok Inc

Energy
-88
- 1.52%
$71.36 - $83.47 $6.28K - $7.35K
5.69K $415K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-611
- 10.01%
$161.6 - $171.2 $98.7K - $105K
5.49K $940K
NSA
National Storage Affiliates Trust

Real Estate
-1.64K
- 78.3%
$29.44 - $33.3 $48.3K - $54.7K
455 $13K
AA
Alcoa Corp

Basic Materials
-1.91K
- 74.78%
$28.4 - $33.85 $54.3K - $64.7K
645 $21K
CODI
Compass Diversified Holdings

Industrials
-7.79K
- 56.81%
$6.04 - $7.69 $47.1K - $59.9K
5.93K $39K
OMCL
Omnicell, Inc

Healthcare
-1.56K
- 67.64%
$26.88 - $33.62 $41.9K - $52.4K
746 $22K
MTX
Minerals Technologies Inc

Basic Materials
-887
- 50.23%
$56.48 - $65.45 $50.1K - $58.1K
879 $54K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.55K
- 1.45%
$29.12 - $29.34 $45.1K - $45.4K
106K $3.09M
FIS
Fidelity National Information Services, Inc.

Technology
-20
- 0.8%
$63.37 - $82.35 $1.27K - $1.65K
2.48K $163K
LKQ
Lkq Corp

Consumer Cyclical
-968
- 58.92%
$29.24 - $39.21 $28.3K - $38K
675 $20K
UTL
Unitil Corp

Utilities
-288
- 5.29%
$44.83 - $52.76 $12.9K - $15.2K
5.16K $246K
AVGO
Broadcom Inc.

Technology
-598
- 20.33%
$264.74 - $369.57 $158K - $221K
2.34K $772K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-262
- 24.81%
$201.83 - $230.93 $52.9K - $60.5K
794 $176K
QTWO
Q2 Holdings, Inc.

Technology
-20
- 1.46%
$72.39 - $94.97 $1.45K - $1.9K
1.35K $97K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-633
- 31.49%
$49.09 - $50.58 $31.1K - $32K
1.38K $69K
MLR
Miller Industries Inc

Consumer Cyclical
-210
- 4.62%
$38.19 - $46.56 $8.02K - $9.78K
4.33K $171K
ALGM
Allegro Microsystems, Inc.

Technology
-162
- 3.28%
$29.16 - $37.51 $4.72K - $6.08K
4.78K $139K
TWLO
Twilio Inc

Communication Services
-10
- 0.92%
$92.44 - $132.7 $924 - $1.33K
1.08K $107K
STWD
Starwood Property Trust, Inc.

Real Estate
-183
- 0.55%
$19.37 - $20.97 $3.54K - $3.84K
32.9K $637K
CPRT
Copart Inc

Consumer Cyclical
-337
- 11.45%
$44.6 - $49.97 $15K - $16.8K
2.61K $117K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-387
- 3.27%
$19.08 - $23.53 $7.38K - $9.11K
11.4K $223K
SHYD
Vaneck Short High Yield Muni E

ETFs
-1.27K
- 9.83%
$22.31 - $23.01 $28.3K - $29.2K
11.7K $266K
LNG
Cheniere Energy, Inc.

Energy
-16
- 0.65%
$222.68 - $244.28 $3.56K - $3.91K
2.45K $576K
HRB
H&R Block Inc

Consumer Cyclical
-140
- 3.39%
$49.28 - $56.76 $6.9K - $7.95K
3.99K $201K
TOST
Toast, Inc.

Technology
-70
- 2.76%
$36.51 - $49.3 $2.56K - $3.45K
2.47K $90K
VNQ
Vanguard Specialized Funds Van

ETFs
-250
- 42.88%
$88.47 - $93.24 $22.1K - $23.3K
333 $30K
WERN
Werner Enterprises Inc

Industrials
-700
- 86.96%
$26.03 - $29.98 $18.2K - $21K
105 $2K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2
- 0.07%
$65.64 - $78.22 $131 - $156
2.69K $180K
CYBR
Cyber Ark Software Ltd.

Technology
-54
- 50.94%
$374.8 - $491.1 $20.2K - $26.5K
52 $25K
CRWD
Crowd Strike Holdings, Inc.

Technology
-29
- 23.39%
$412.46 - $514.1 $12K - $14.9K
95 $46K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-33
- 0.18%
$42.13 - $44.1 $1.39K - $1.46K
18.5K $796K
TMUS
T Mobile Us, Inc.

Communication Services
-61
- 58.65%
$226.02 - $259.01 $13.8K - $15.8K
43 $10K
LLY
Eli Lilly & CO

Healthcare
-15
- 7.65%
$625.65 - $812.69 $9.38K - $12.2K
181 $138K
DOV
Dover Corp

Industrials
-7
- 0.89%
$165.59 - $190.9 $1.16K - $1.34K
781 $130K
BLDE
Blade Air Mobility, Inc.

Industrials
-3.81K
- 86.38%
$3.77 - $5.87 $14.3K - $22.3K
600 $3K
ADBE
Adobe Inc.

Technology
-4
- 1.23%
$333.65 - $392.1 $1.33K - $1.57K
320 $112K
FLR
Fluor Corp

Industrials
-15
- 1.27%
$39.99 - $56.77 $600 - $852
1.16K $48K
Activity Summary
Buys All Purchases 176 New Holdings 31 Increased Positions 145 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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