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 $2 Billions to $10 Billions
