1620 Investment Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $125 Million distributed in 689 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $4.26M, Ishares Barclays with a value of $3.11M, Spdr Portfolio Short Term Trea with a value of $3.12M, Spdr Index Shs Fds Msci Eafe S with a value of $2.89M, and Tri Continental Corp with a value of $2.8M.
Examining the 13F form we can see an decrease of $1.37M in the current position value, from $126M to 125M.
Also it can be appreciated an additional of 31 stocks purchases and 2 closed positions.
1620 Investment Advisors, Inc. is based out at Plymouth, MA
Below you can find more details about 1620 Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$125 Million
ETFs: $38.4 Million
Financial Services: $15.2 Million
Technology: $14.9 Million
Healthcare: $10.2 Million
Consumer Cyclical: $9.96 Million
Energy: $7.43 Million
Industrials: $7.41 Million
Real Estate: $7.28 Million
Other: $14.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
