1620 Investment Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), 1620 Investment Advisors, Inc. reported 144 stock positions worth $99.5 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.9% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 3.3%) and STSR SPD MSC Eaf Stgfs-US (QEFA, 3.2%). Compared with Q4 2023, it opened 20 new positions, sold out of 12, added to 70 and reduced 50. The biggest buy was a new position in Schwab U.S. Tips ETF (SCHP) and the biggest sale an exit from iShares Tips Bond ETF (TIP).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $99.5M (Q1 2024)
- SEC Filing
- 0001951757-24-000463 ↗ filed May 13, 2024
Holdings Value
Holdings 144 stocks · $99.5M
| SPIB SS SPDR P Int C Corp. ETF | 3.91% | 118,940 | $3.9M | Add +9.1% |
| IEF iShares 7-10 Year Treasury B | 3.30% | 34,661 | $3.3M | Add +3.2% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 3.18% | 41,590 | $3.2M | Add +3.1% |
| TY Tri-Continental Corp. | 2.75% | 88,692 | $2.7M | Add +1.7% |
| JPM JPMorgan Chase & Co. | 2.51% | 12,487 | $2.5M | Add +2.0% |
| MSFT Microsoft Corp. | 2.33% | 5,522 | $2.3M | Add +3.4% |
| SUB iShares Short-Term National | 2.18% | 20,732 | $2.2M | Add +0.7% |
| SPTS SS SPDR P St Term TSY ETF | 2.03% | 69,910 | $2.0M | Add +7.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.97% | 7,524 | $2.0M | Reduce -62.6% |
| SCHP Schwab U.S. Tips ETF | 1.88% | 35,825 | $1.9M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.85% | 35,943 | $1.8M | Add +10.8% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.84% | 54,278 | $1.8M | Add +2.2% |
| ETN Eaton Corp. PLC | 1.70% | 5,411 | $1.7M | Reduce -5.0% |
| AAPL Apple Inc. | 1.66% | 9,655 | $1.7M | Reduce -1.1% |
| TOTL SS Doubleline TR Tact ETF | 1.48% | 36,692 | $1.5M | Add +3.0% |
| ABBV Abbvie Inc. | 1.38% | 7,546 | $1.4M | Add +1.7% |
| ITM Vaneck Intermediate Muni ETF | 1.38% | 29,419 | $1.4M | Add +6.8% |
| ANGL Vaneck Fallen Angel High YLD | 1.36% | 46,798 | $1.4M | Add +3.0% |
| PEP Pepsico Inc. | 1.35% | 4,984 | $1.3M | Reduce -32.9% |
| MCHP Microchip Technology Inc. | 1.26% | 13,980 | $1.3M | Add +0.7% |
| CVX Chevron Corp. | 1.24% | 7,797 | $1.2M | Add +3.0% |
| MPC Marathon Petroleum Corp. | 1.22% | 6,020 | $1.2M | Add +0.3% |
| VZ Verizon Communications Inc. | 1.21% | 28,584 | $1.2M | Add +4.8% |
| RL Ralph Lauren Corp. | 1.17% | 2,549 | $1.2M | Reduce -1.0% |
| SSGA ACTIVE TR | 1.09% | 25,713 | $1.1M | Add +1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.06% | 5,526 | $1.1M | Reduce -14.0% |
| JHPI John Hancock Preferred Incom | 1.03% | 45,798 | $1.0M | Add +7.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.03% | 10,397 | $1.0M | Add +48.8% |
| BOND PIMCO Active Bond Exchange-T | 0.99% | 10,707 | $984K | Add +6.6% |
| BMY Bristol-Myers Squibb Co. | 0.94% | 17,174 | $931K | Add +3152.7% |
| HD Home Depot Inc. | 0.88% | 2,290 | $878K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.86% | 7,359 | $855K | Reduce -10.1% |
| NVS Novartis AG-Sponsored ADR | 0.85% | 176 | $845K | Reduce -98.0% |
| ARCC Ares Capital Corp. | 0.82% | 39,357 | $819K | Reduce -16.6% |
| SO The Southern Co. | 0.80% | 600 | $792K | Reduce -94.4% |
| MDLZ Mondelez International Inc. Class A | 0.80% | 11,303 | $791K | Add +1.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.78% | 5,327 | $776K | Add +0.6% |
| AVGO Broadcom Inc. | 0.78% | 584 | $774K | New |
| NTAP Netapp Inc. | 0.76% | 7,193 | $755K | Add +892.1% |
| PGX Invesco Preferred ETF | 0.73% | 61,418 | $730K | Add +3.0% |
| RPM RPM International Inc. | 0.73% | 11,910 | $728K | Add +96.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 1,690 | $711K | Add +0.8% |
| POWL Powell Industries Inc. | 0.70% | 3 | $693K | New |
| STWD Starwood Property Trust Inc. | 0.69% | 1,165 | $687K | Reduce -96.6% |
| DRH Diamondrock Hospitality Co. | 0.68% | 70,148 | $674K | New |
| BX Blackstone Inc. | 0.67% | 331 | $670K | Reduce -93.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.65% | 5,272 | $645K | Add +0.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.65% | 9,493 | $643K | Reduce -4.3% |
| STZ Constellation Brands Inc. Class A | 0.65% | 2,363 | $642K | Add +0.5% |
| INVH Invitation Homes Inc. | 0.64% | 17,918 | $638K | Add +1.6% |
| GES Guess? Inc. | 0.62% | 19,757 | $622K | Reduce -1.3% |
| FHI Federated Hermes Inc. | 0.62% | 17,019 | $615K | Reduce -3.7% |
| LNC Lincoln National Corp. | 0.61% | 19,027 | $608K | New |
| IIPR Innovative Industrial Proper | 0.60% | 5,808 | $601K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.60% | 3,325 | $600K | Add +7.7% |
| HTGC Hercules Capital Inc. | 0.59% | 31,946 | $589K | Add +6.1% |
| TYG Tortoise Energy Infrastruct | 0.59% | 5,308 | $587K | Reduce -71.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.57% | 6,632 | $570K | Add +9.5% |
| EPR Epr Properties filed as EPR PPTYS | 0.57% | 13,323 | $566K | Add +0.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.55% | 1,039 | $543K | Reduce -89.0% |
| MDT Medtronic PLC | 0.52% | 5,964 | $520K | New |
| PFE Pfizer Inc. | 0.52% | 785 | $516K | Reduce -95.8% |
| JCI Johnson Controls Internation | 0.52% | 7,857 | $513K | Add +3.9% |
| RITM Rithm Capital Corp. | 0.51% | 327 | $505K | Reduce -99.2% |
| BBY Best Buy Co. Inc. | 0.50% | 6,076 | $498K | Add +4.6% |
| TRV The Travelers Cos Inc. | 0.50% | 626 | $497K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.49% | 5,920 | $484K | Add +23.3% |
| PANW Palo Alto Networks Inc. | 0.48% | 11,486 | $482K | Add +619.7% |
| RPD RAPID7 Inc. | 0.48% | 1,866 | $479K | New |
| VLO Valero Energy Corp. | 0.47% | 2,725 | $465K | Add +9.9% |
| ADC Agree Realty Corp. | 0.47% | 8,142 | $465K | Add +0.5% |
| T AT&T Inc. | 0.47% | 26,414 | $465K | Add +5.3% |
| IGEB iShares Investment Grade SYS | 0.46% | 10,247 | $460K | Add +14.3% |
| KMB Kimberly-Clark Corp. | 0.46% | 3,542 | $458K | Reduce -1.1% |
| STX Seagate Technology Holdings | 0.45% | 156 | $445K | Reduce -97.2% |
| INTC Intel Corp. | 0.44% | 10,000 | $442K | Add +2.0% |
| WMT Walmart Inc. | 0.44% | 7,227 | $435K | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 0.43% | 5,869 | $430K | Reduce -28.1% |
| JNJ Johnson & Johnson | 0.42% | 2,666 | $422K | Reduce -1.1% |
| ABT Abbott Laboratories | 0.42% | 3,687 | $419K | Reduce -0.1% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.42% | 8,425 | $414K | Reduce -13.3% |
| FLNG Flex LNG Ltd. | 0.42% | 16,250 | $413K | Reduce -32.8% |
| GLW Corning Inc. | 0.41% | 12,485 | $411K | Reduce -13.5% |
| PEG Public Service Enterprise GP | 0.40% | 31 | $393K | Reduce -99.5% |
| EMB iShares JP Morgan Usd Emergi | 0.39% | 4,337 | $389K | Add +1.9% |
| LMT Lockheed Martin Corp. | 0.39% | 848 | $386K | Reduce -1.3% |
| DD Dupont DE Nemours Inc. | 0.38% | 4,988 | $382K | Reduce -4.0% |
| EPD Enterprise Products Partners | 0.38% | 12,858 | $375K | Reduce -0.4% |
| SPNS Sapiens International Corp. | 0.38% | 9,908 | $375K | Reduce -21.0% |
| FSK FS KKR Capital Corp. | 0.37% | 19,371 | $369K | Add +8.2% |
| MLR Miller Industries Inc. | 0.37% | 7,332 | $367K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.37% | 2,418 | $365K | Add +45.0% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 1,504 | $364K | Add +139.9% |
| MOAT Vaneck Morningstar Wide Moat | 0.36% | 4,025 | $362K | New |
| HII Huntington Ingalls Industrie | 0.36% | 1,230 | $359K | Add +9.1% |
| LNG Cheniere Energy Inc. | 0.36% | 2,216 | $357K | Add +3.1% |
| GD General Dynamics Corp. | 0.35% | 1,248 | $353K | Add +11.1% |
| UTL Unitil Corp. | 0.34% | 6,497 | $340K | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.34% | 927 | $340K | Add +10.4% |
| CODI Compass Diversified Holdings | 0.34% | 14,078 | $339K | Add +0.8% |
Portfolio Sells Q4 2023 → Q1 2024
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −2.06 |
| RTX RTX Corp. | Sold out | 0.00% | −0.66 |
| FLG New York Community Bancorp | Sold out | 0.00% | −0.66 |
| BXP BXP Inc. | Sold out | 0.00% | −0.55 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.53 |
| DKS Dick's Sporting Goods Inc. | Reduce -98.2% | 0.30% | −0.45 |
| AAPL Apple Inc. | Reduce -1.1% | 1.66% | −0.39 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.39 |
| FLNG Flex LNG Ltd. | Reduce -32.8% | 0.42% | −0.35 |
| PIERIS PHARMACEUTICALS INC | Sold out | 0.00% | −0.35 |
| CSCO Cisco Systems Inc. | Reduce -46.9% | 0.32% | −0.34 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.32 |
| RDNW Ridenow Group Inc. | Sold out | 0.00% | −0.31 |
| GILD Gilead Sciences Inc. | Reduce -28.1% | 0.43% | −0.29 |
| ARCC Ares Capital Corp. | Reduce -16.6% | 0.82% | −0.21 |
| NVS Novartis AG-Sponsored ADR | Reduce -98.0% | 0.85% | −0.14 |
| SOLO BRANDS INC | Sold out | 0.00% | −0.12 |
| HRB H&R Block Inc. | Reduce -13.3% | 0.42% | −0.10 |
| TJX TJX Companies Inc. | Reduce -62.6% | 1.97% | −0.09 |
| ALEX Alexander & Baldwin Inc. | Reduce -1.9% | 0.33% | −0.09 |
| VZIO Vizio Holding Corp. Class A | Sold out | 0.00% | −0.09 |
| IBM Intl Business Machines Corp. | Reduce -14.0% | 1.06% | −0.09 |
| STWD Starwood Property Trust Inc. | Reduce -96.6% | 0.69% | −0.09 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -4.3% | 0.65% | −0.08 |
| STX Seagate Technology Holdings | Reduce -97.2% | 0.45% | −0.08 |
| PFE Pfizer Inc. | Reduce -95.8% | 0.52% | −0.07 |
| GLW Corning Inc. | Reduce -13.5% | 0.41% | −0.07 |
| PGRE Paramount Group Inc. | Sold out | 0.00% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -0.4% | 0.27% | −0.06 |
| DD Dupont DE Nemours Inc. | Reduce -4.0% | 0.38% | −0.05 |
| BX Blackstone Inc. | Reduce -93.5% | 0.67% | −0.05 |
| CVS CVS Health Corp. | Reduce -6.7% | 0.29% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.42% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -1.3% | 0.39% | −0.04 |
| ELME Elme Communities | Reduce -7.2% | 0.16% | −0.04 |
| FHI Federated Hermes Inc. | Reduce -3.7% | 0.62% | −0.04 |
| CUZ Cousins Properties Inc. | Reduce -1.7% | 0.29% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -10.1% | 0.86% | −0.03 |
| UTL Unitil Corp. | Reduce -0.6% | 0.34% | −0.03 |
| PEP Pepsico Inc. | Reduce -32.9% | 1.35% | −0.03 |
| CLPR Clipper Realty Inc. | Reduce -1.9% | 0.13% | −0.03 |
| FCPT Four Corners Property Trust | Reduce -1.0% | 0.21% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.42% | −0.02 |
| SPNS Sapiens International Corp. | Reduce -21.0% | 0.38% | −0.02 |
| SO The Southern Co. | Reduce -94.4% | 0.80% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -1.1% | 0.46% | −0.02 |
| SKT Tanger Inc. | Reduce -33.8% | 0.31% | −0.01 |
| COMP Compass Inc. Class A | Reduce -0.8% | 0.05% | −0.01 |
| OKE Oneok Inc. | Reduce -59.0% | 0.31% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -99.5% | 0.40% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| SCHP Schwab U.S. Tips ETF | New | 1.88% | +1.88 |
| AVGO Broadcom Inc. | New | 0.78% | +0.78 |
| POWL Powell Industries Inc. | New | 0.70% | +0.70 |
| DRH Diamondrock Hospitality Co. | New | 0.68% | +0.68 |
| LNC Lincoln National Corp. | New | 0.61% | +0.61 |
| MDT Medtronic PLC | New | 0.52% | +0.52 |
| TRV The Travelers Cos Inc. | New | 0.50% | +0.50 |
| RPD RAPID7 Inc. | New | 0.48% | +0.48 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.36% | +0.36 |
| PNW Pinnacle West Capital | New | 0.33% | +0.33 |
| BMY Bristol-Myers Squibb Co. | Add +3152.7% | 0.94% | +0.29 |
| BNY Bank of New York Mellon Corp. | New | 0.26% | +0.26 |
| MPC Marathon Petroleum Corp. | Add +0.3% | 1.22% | +0.25 |
| JPM JPMorgan Chase & Co. | Add +2.0% | 2.51% | +0.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +48.8% | 1.03% | +0.23 |
| ORCL Oracle Corp. | New | 0.21% | +0.21 |
| AJG Arthur J Gallagher & Co. | New | 0.20% | +0.20 |
| MSFT Microsoft Corp. | Add +3.4% | 2.33% | +0.14 |
| DIS The Walt Disney Co. | Add +0.7% | 0.65% | +0.13 |
| ABBV Abbvie Inc. | Add +1.7% | 1.38% | +0.12 |
| VLO Valero Energy Corp. | Add +9.9% | 0.47% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +45.0% | 0.37% | +0.11 |
| AMZN Amazon.com Inc. | Add +7.7% | 0.60% | +0.09 |
| VZ Verizon Communications Inc. | Add +4.8% | 1.21% | +0.08 |
| PETQ Petiq Inc. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | Add +10.4% | 0.34% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.71% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +23.3% | 0.49% | +0.06 |
| SBUX Starbucks Corp. | New | 0.06% | +0.06 |
| HTGC Hercules Capital Inc. | Add +6.1% | 0.59% | +0.04 |
| HII Huntington Ingalls Industrie | Add +9.1% | 0.36% | +0.04 |
| JCI Johnson Controls Internation | Add +3.9% | 0.52% | +0.04 |
| IFF Intl Flavors & Fragrances | Add +9.5% | 0.57% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.8% | 1.85% | +0.04 |
| GD General Dynamics Corp. | Add +11.1% | 0.35% | +0.04 |
| NTAP Netapp Inc. | Add +892.1% | 0.76% | +0.03 |
| TRP TC Energy Corp. | New | 0.03% | +0.03 |
| MLR Miller Industries Inc. | Add +0.6% | 0.37% | +0.03 |
| HAL Halliburton Co. | Add +11.5% | 0.29% | +0.03 |
| VTRS Viatris Inc. | Add +10.8% | 0.26% | +0.03 |
| GPK Graphic Packaging Holding Co. | Add +1.0% | 0.32% | +0.03 |
| CALY Callaway Golf Company | New | 0.03% | +0.03 |
| JHPI John Hancock Preferred Incom | Add +7.6% | 1.03% | +0.03 |
| STZ Constellation Brands Inc. Class A | Add +0.5% | 0.65% | +0.02 |
| IGEB iShares Investment Grade SYS | Add +14.3% | 0.46% | +0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | Add +0.6% | 0.78% | +0.02 |
| XFOR X4 Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| CAH Cardinal Health Inc. | Add +1.8% | 0.32% | +0.01 |
| KMI Kinder Morgan Inc. | Add +8.6% | 0.31% | +0.01 |
| T AT&T Inc. | Add +5.3% | 0.47% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 675 | $161.2M | SPIB, FRDM, QEFA, IGSB, IEF |
| Q1 2026 | 655 | $147.6M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q4 2025 | 645 | $149.7M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q3 2025 | 647 | $146.8M | SPIB, QEFA, IEF, JPM, TY |
| Q2 2025 | 656 | $138.1M | SPIB, QEFA, IEF, SPTS, JPM |
| Q1 2025 | 663 | $127.6M | SPIB, SPTS, IEF, QEFA, TY |
| Q4 2024 | 676 | $128.9M | SPIB, IEF, SPTS, TY, QEFA |
| Q3 2024 | 677 | $135.5M | SPIB, IEF, QEFA, SLY, TY |
| Q2 2024 | 572 | $127.6M | SPIB, IEF, QEFA, SPTS, TY |
| Q1 2024 | 144 | $99.5M | SPIB, IEF, QEFA, TY, JPM |