1620 Investment Advisors, Inc. Portfolio Holdings

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.8 Million 2.24% of portfolio
91,226
Q1 2025 Added 2.45%
$0
$918,000 0.73% of portfolio
41,431
Q1 2025 Added 1.8%
$0
$834,000 0.67% of portfolio
19,380
Q1 2025 Added 0.75%
$0
$387,000 0.31% of portfolio
18,510
Q1 2025 Reduced 1.88%
$0
$74,000 0.06% of portfolio
3,109
Q4 2024 Added 1.3%
$0
$11,000 0.01% of portfolio
1,200
Q4 2024 New
$0
$7,000 0.01% of portfolio
255
Q1 2025 Reduced 32.0%
$18M
$2,000 0.0% of portfolio
3,600
Q4 2024 New
$0
$6,000 0.0% of portfolio
536
Q1 2025 Reduced 87.39%
$0
$1,000 0.0% of portfolio
141
Q1 2025 Reduced 47.78%
$0
$3,000 0.0% of portfolio
270
Q1 2025 Reduced 49.63%
$0
$3,000 0.0% of portfolio
410
Q4 2024 Reduced 50.0%
$0
$1,000 0.0% of portfolio
100
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 689
  • Current Value $125 Million
  • Prior Value $126 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 31 stocks
  • Additional Purchases 170 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 170 stocks
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