1620 Investment Advisors, Inc. Portfolio Holdings

1620 Investment Advisors, Inc.

  • $142 Million
  • Q3 2025

1620 Investment Advisors, Inc. has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $142 Million distributed in 649 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $4.59M, Ishares Barclays with a value of $3.42M, Spdr Index Shs Fds Msci Eafe S with a value of $3.17M, Tri Continental Corp with a value of $3.12M, and Jpmorgan Chase & CO with a value of $3.12M.

Examining the 13F form we can see an increase of $8.23M in the current position value, from $133M to 142M.

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 $142 Million
ETFs: $42.3 Million
Technology: $19.8 Million
Financial Services: $17.5 Million
Healthcare: $12.1 Million
Consumer Cyclical: $11.7 Million
Industrials: $8.85 Million
Real Estate: $7.38 Million
Energy: $7.06 Million
Other: $15.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$245M
$384,000 0.27% of portfolio
33,587
Q3 2025 Reduced 0.55%
$132M
$128,000 0.09% of portfolio
8,200
Q3 2025 Reduced 1.94%
$190M
$33,000 0.02% of portfolio
721
Q3 2025 Reduced 1.37%
$233M
$14,000 0.01% of portfolio
3,382
Q4 2024 New
$191M
$14,000 0.01% of portfolio
2,000
Q2 2025 New
$140M
$20,000 0.01% of portfolio
1,454
Q3 2025 Reduced 1.36%
$159M
$5,000 0.0% of portfolio
293
Q2 2024 New
$68.8M
$0 0.0% of portfolio
10
Q4 2024 New
$97.6M
$2,000 0.0% of portfolio
120
Q2 2024 New
$72.9M
$2,000 0.0% of portfolio
225
Q4 2024 New
$259M
$0 0.0% of portfolio
35
Q4 2024 New
$187M
$0 0.0% of portfolio
6
Q2 2025 Added 100.0%
$207M
$0 0.0% of portfolio
200
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 649
  • Current Value $142 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 31 stocks
  • Additional Purchases 145 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 214 stocks
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