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
AMZN
Amazon Com Inc

Consumer Cyclical
-56
- 1.61%
$211.65 - $238.24 $11.9K - $13.3K
3.43K $753K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-3
- 1.66%
$366.54 - $479.53 $1.1K - $1.44K
178 $69K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-842
- 24.83%
$42.74 - $62.88 $36K - $52.9K
2.55K $146K
CMCSA
Comcast Corp

Communication Services
-300
- 85.71%
$31.41 - $36.33 $9.42K - $10.9K
50 $1K
AMAT
Applied Materials Inc

Technology
-136
- 16.61%
$156.25 - $204.95 $21.3K - $27.9K
683 $139K
IIPR
Innovative Industrial Properties Inc

Real Estate
-35
- 0.72%
$45.83 - $58.26 $1.6K - $2.04K
4.82K $258K
ABT
Abbott Laboratories

Healthcare
-17
- 0.49%
$120.51 - $136.62 $2.05K - $2.32K
3.43K $459K
V
Visa Inc.

Financial Services
-7
- 1.39%
$332.09 - $358.86 $2.32K - $2.51K
496 $169K
GSHD
Goosehead Insurance, Inc.

Financial Services
-4
- 1.45%
$73.5 - $104.57 $294 - $418
271 $20K
VVV
Valvoline Inc

Energy
-112
- 4.22%
$35.02 - $40.67 $3.92K - $4.56K
2.54K $91K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-52
- 3.7%
$122.0 - $138.74 $6.34K - $7.21K
1.35K $171K
SJNK
Spdr Bloomberg Short Term High

ETFs
-350
- 77.78%
$25.28 - $25.63 $8.85K - $8.97K
100 $2K
CNK
Cinemark Holdings, Inc.

Communication Services
-125
- 4.52%
$24.81 - $30.71 $3.1K - $3.84K
2.64K $74K
OLED
Universal Display Corp Pa

Technology
-46
- 24.73%
$134.16 - $161.44 $6.17K - $7.43K
140 $20K
AMCR
Amcor PLC

Consumer Cyclical
-426
- 9.37%
$7.97 - $9.94 $3.4K - $4.23K
4.12K $33K
HYD
Vaneck High Yield Muni ETF

ETFs
-160
- 18.56%
$48.85 - $50.94 $7.82K - $8.15K
702 $35K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-132
- 20.56%
$52.55 - $54.37 $6.94K - $7.18K
510 $27K
TDOC
Teladoc Health, Inc.

Healthcare
-15
- 0.22%
$6.78 - $8.85 $102 - $133
6.72K $51K
HBB
Hamilton Beach Brands Holding CO

Consumer Cyclical
-20
- 1.36%
$13.04 - $19.97 $261 - $399
1.45K $20K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-528
- 99.06%
$10.78 - $19.82 $5.69K - $10.5K
5 $0
GILD
Gilead Sciences, Inc.

Healthcare
-57
- 0.87%
$108.22 - $120.47 $6.17K - $6.87K
6.47K $717K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-133
- 10.14%
$50.81 - $51.07 $6.76K - $6.79K
1.18K $60K
CHWY
Chewy, Inc.

Consumer Cyclical
-80
- 6.95%
$34.27 - $42.33 $2.74K - $3.39K
1.07K $43K
TGTX
Tg Therapeutics, Inc.

Healthcare
-166
- 4.05%
$26.39 - $39.19 $4.38K - $6.51K
3.93K $141K
EQIX
Equinix Inc

Real Estate
-5
- 6.33%
$756.7 - $811.13 $3.78K - $4.06K
74 $57K
NTNX
Nutanix, Inc.

Technology
-65
- 64.36%
$66.06 - $81.12 $4.29K - $5.27K
36 $2K
SBUX
Starbucks Corp

Consumer Cyclical
-12
- 1.72%
$81.9 - $96.86 $983 - $1.16K
686 $58K
NRZ
New Residential Investment Corp.

Real Estate
-703
- 1.54%
N/A
44.8K $325K
CTSH
Cognizant Technology Solutions Corp

Technology
-14
- 5.19%
$66.67 - $80.98 $933 - $1.13K
256 $17K
EMR
Emerson Electric CO

Industrials
-15
- 1.61%
$128.6 - $149.63 $1.93K - $2.24K
914 $119K
IAC
Iac/Inter Active Corp

Communication Services
-12
- 0.92%
$34.01 - $41.67 $408 - $500
1.3K $44K
KD
Kyndryl Holdings, Inc.

Technology
-8
- 4.19%
$28.94 - $43.41 $232 - $347
183 $5K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-56
- 11.13%
$52.62 - $61.93 $2.95K - $3.47K
447 $24K
DUK
Duke Energy Corp

Utilities
-45
- 11.31%
$116.31 - $125.93 $5.23K - $5.67K
353 $43K
PECO
Phillips Edison & Company, Inc.

Real Estate
-100
- 19.61%
$33.04 - $36.15 $3.3K - $3.62K
410 $14K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.01K
- 1.13%
$26.44 - $27.1 $26.7K - $27.3K
88K $2.37M
PODD
Insulet Corp

Healthcare
-3
- 1.45%
$277.3 - $352.82 $832 - $1.06K
204 $62K
UAA
Under Armour, Inc.

Consumer Cyclical
-534
- 97.98%
$4.77 - $7.37 $2.55K - $3.94K
11 $0
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 5.88%
$915.95 - $994.57 $916 - $995
16 $14K
UNM
Unum Group

Financial Services
-10
- 1.72%
$68.55 - $82.12 $686 - $821
571 $44K
WEX
Wex Inc.

Technology
-15
- 83.33%
$149.2 - $176.26 $2.24K - $2.64K
3 $0
IRM
Iron Mountain Inc

Real Estate
-20
- 20.0%
$89.46 - $104.46 $1.79K - $2.09K
80 $8K
LOW
Lowes Companies Inc

Consumer Cyclical
-17
- 29.82%
$215.01 - $273.02 $3.66K - $4.64K
40 $10K
EEM
Ishares Msci Emerging Markets

ETFs
-300
- 11.03%
$48.07 - $53.4 $14.4K - $16K
2.42K $129K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 4.76%
$932.44 - $1059.49 $932 - $1.06K
20 $19K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-30
- 7.03%
$107.66 - $112.36 $3.23K - $3.37K
397 $44K
CNMD
Conmed Corp

Healthcare
-4
- 0.74%
$45.67 - $55.81 $183 - $223
533 $25K
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 10.81%
$617.65 - $666.84 $4.94K - $5.33K
66 $43K
ALGT
Allegiant Travel CO

Industrials
-69
- 18.4%
$48.12 - $65.84 $3.32K - $4.54K
306 $18K
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
Track This Portfolio

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email