1620 Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), 1620 Investment Advisors, Inc. reported 663 stock positions worth $127.6 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.3% of the portfolio, followed by SS SPDR P St Term TSY ETF (SPTS, 2.4%) and iShares 7-10 Year Treasury B (IEF, 2.4%). Compared with Q4 2024, it opened 28 new positions, sold out of 41, added to 165 and reduced 168. The biggest buy was JH Securitized Income ETF (JSI, shares +32%) and the biggest sale Corning (GLW, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $127.6M (Q1 2025)
- SEC Filing
- 0001907281-25-000002 ↗ filed May 14, 2025
Holdings Value
Holdings 663 stocks · $127.6M
| SPIB SS SPDR P Int C Corp. ETF | 3.34% | 128,238 | $4.3M | Add +4.0% |
| SPTS SS SPDR P St Term TSY ETF | 2.44% | 106,672 | $3.1M | Add +7.0% |
| IEF iShares 7-10 Year Treasury B | 2.44% | 32,625 | $3.1M | Add +3.6% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.39% | 38,611 | $3.0M | Add +3.2% |
| TY Tri-Continental Corp. | 2.19% | 91,226 | $2.8M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.99% | 10,368 | $2.5M | Reduce -0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.85% | 45,137 | $2.4M | Add +11.4% |
| SCHP Schwab U.S. Tips ETF | 1.84% | 87,108 | $2.3M | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.79% | 18,809 | $2.3M | Reduce -0.4% |
| AAPL Apple Inc. | 1.69% | 9,691 | $2.2M | Reduce -0.5% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.65% | 60,164 | $2.1M | Add +3.4% |
| SUB iShares Short-Term National | 1.56% | 18,885 | $2.0M | Reduce -1.9% |
| JSI JH Securitized Income ETF | 1.46% | 35,689 | $1.9M | Add +31.5% |
| TOTL SS Doubleline TR Tact ETF | 1.28% | 40,690 | $1.6M | Add +2.0% |
| RTX RTX Corp. | 1.26% | 12,101 | $1.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.24% | 4,227 | $1.6M | Reduce -13.8% |
| ABBV Abbvie Inc. | 1.23% | 7,490 | $1.6M | Add +0.8% |
| ANGL Vaneck Fallen Angel High YLD | 1.13% | 49,789 | $1.4M | Add +0.8% |
| CVX Chevron Corp. | 1.02% | 7,763 | $1.3M | Reduce -0.5% |
| ITM Vaneck Intermediate Muni ETF | 1.00% | 28,019 | $1.3M | Reduce -1.1% |
| JHPI John Hancock Preferred Incom | 0.96% | 54,774 | $1.2M | Add +5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.93% | 7,164 | $1.2M | Reduce -1.3% |
| SSGA ACTIVE TR | 0.93% | 27,488 | $1.2M | Add +4.3% |
| VZ Verizon Communications Inc. | 0.90% | 25,270 | $1.1M | Add +0.1% |
| BOND PIMCO Active Bond Exchange-T | 0.85% | 11,790 | $1.1M | Add +3.1% |
| SO The Southern Co. | 0.81% | 11,245 | $1.0M | Reduce -0.1% |
| NVS Novartis AG-Sponsored ADR | 0.77% | 8,832 | $985K | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 3,939 | $979K | Reduce -26.2% |
| ARCC Ares Capital Corp. | 0.72% | 41,431 | $918K | Add +1.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.72% | 5,859 | $918K | Add +1.9% |
| WMB Williams Cos Inc. | 0.67% | 14,412 | $861K | Reduce -0.6% |
| BMY Bristol-Myers Squibb Co. | 0.66% | 13,815 | $843K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.66% | 1,576 | $839K | Add +0.3% |
| TYG Tortoise Energy Infrastruct | 0.65% | 19,380 | $834K | Add +0.8% |
| MPC Marathon Petroleum Corp. | 0.65% | 5,658 | $824K | Reduce -0.1% |
| ETN Eaton Corp. PLC | 0.64% | 2,988 | $812K | Reduce -6.0% |
| MDLZ Mondelez International Inc. Class A | 0.62% | 11,755 | $798K | Add +1.9% |
| EPR Epr Properties filed as EPR PPTYS | 0.62% | 15,146 | $797K | Add +0.5% |
| KMI Kinder Morgan Inc. | 0.62% | 27,875 | $795K | Reduce -1.2% |
| HD Home Depot Inc. | 0.62% | 2,166 | $794K | Reduce -0.6% |
| PEP Pepsico Inc. | 0.59% | 4,980 | $747K | Add +1.3% |
| T AT&T Inc. | 0.57% | 25,947 | $734K | Reduce -0.8% |
| RPM RPM International Inc. | 0.56% | 6,225 | $720K | Add +1.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.56% | 9,738 | $716K | Add +0.7% |
| FHI Federated Hermes Inc. | 0.56% | 17,491 | $713K | Add +2.2% |
| BX Blackstone Inc. | 0.55% | 5,066 | $708K | Add +1.2% |
| LNC Lincoln National Corp. | 0.55% | 19,645 | $705K | Add +1.1% |
| GILD Gilead Sciences Inc. | 0.55% | 6,261 | $702K | Add +1.2% |
| WMT Walmart Inc. | 0.54% | 7,918 | $695K | Add +4.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.54% | 7,774 | $684K | Add +9.6% |
| INVH Invitation Homes Inc. | 0.54% | 19,619 | $684K | Add +1.8% |
| AMZN Amazon.com Inc. | 0.52% | 3,503 | $666K | Add +2.1% |
| PGX Invesco Preferred ETF | 0.52% | 58,928 | $661K | Reduce -1.3% |
| ADC Agree Realty Corp. | 0.52% | 8,562 | $661K | Add +1.0% |
| XOM Exxon Mobil Corp. | 0.51% | 5,494 | $653K | Reduce -0.1% |
| STWD Starwood Property Trust Inc. | 0.51% | 32,856 | $650K | Add +1.5% |
| JCI Johnson Controls Internation | 0.50% | 7,929 | $635K | Add +0.6% |
| IGEB iShares Investment Grade SYS | 0.49% | 13,951 | $628K | Add +1.5% |
| TRV The Travelers Cos Inc. | 0.48% | 2,339 | $618K | Add +3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 6,179 | $610K | Reduce -0.9% |
| MDT Medtronic PLC | 0.48% | 6,762 | $608K | Add +3.5% |
| HTGC Hercules Capital Inc. | 0.47% | 31,473 | $605K | Reduce -0.7% |
| NTAP Netapp Inc. | 0.47% | 6,785 | $596K | Add +0.1% |
| LNG Cheniere Energy Inc. | 0.46% | 2,535 | $587K | Add +1.2% |
| OKE Oneok Inc. | 0.45% | 5,771 | $573K | Reduce -1.9% |
| DRH Diamondrock Hospitality Co. | 0.44% | 73,021 | $564K | Add +0.5% |
| POWL Powell Industries Inc. | 0.44% | 3,285 | $560K | Reduce -29.4% |
| MCHP Microchip Technology Inc. | 0.43% | 11,427 | $553K | Reduce -2.6% |
| NSA National Storage Affiliates | 0.43% | 13,976 | $551K | Add +0.5% |
| RL Ralph Lauren Corp. | 0.43% | 2,458 | $543K | Reduce -1.5% |
| GLW Corning Inc. | 0.42% | 11,775 | $539K | Reduce -50.5% |
| RITM Rithm Capital Corp. | 0.41% | 45,549 | $522K | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.40% | 3,086 | $517K | Reduce -26.6% |
| KMB Kimberly-Clark Corp. | 0.39% | 3,542 | $504K | Add +1.3% |
| PEG Public Service Enterprise GP | 0.39% | 6,120 | $504K | Add +2.0% |
| LEA Lear Corp. | 0.39% | 5,682 | $501K | Add +356.4% |
| STZ Constellation Brands Inc. Class A | 0.39% | 2,715 | $498K | Add +10.9% |
| D Dominion Energy Inc. | 0.38% | 8,758 | $491K | Add +1.0% |
| SCHR Schwab Intermediate-Term US | 0.38% | 19,371 | $482K | Add +250.5% |
| TPR Tapestry Inc. | 0.38% | 6,835 | $481K | Reduce -4.3% |
| GRMN Garmin Ltd. | 0.38% | 2,207 | $479K | Reduce -0.5% |
| PFE Pfizer Inc. | 0.37% | 18,720 | $474K | Add +3.5% |
| BBY Best Buy Co. Inc. | 0.36% | 6,314 | $465K | Add +0.2% |
| GLPI Gaming and Leisure Propertie | 0.36% | 9,121 | $464K | New |
| JNJ Johnson & Johnson | 0.36% | 2,759 | $457K | Add +1.7% |
| ABT Abbott Laboratories | 0.36% | 3,440 | $456K | Add +1.1% |
| PNW Pinnacle West Capital | 0.35% | 4,738 | $451K | Add +1.2% |
| EPD Enterprise Products Partners | 0.35% | 13,216 | $451K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.35% | 2,907 | $450K | Add +5.0% |
| PDCO Patterson Cos Inc. | 0.35% | 14,381 | $449K | Add +0.8% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 5,430 | $449K | No change |
| CAH Cardinal Health Inc. | 0.35% | 3,220 | $444K | Add +0.5% |
| ORCL Oracle Corp. | 0.35% | 3,171 | $443K | Add +4.0% |
| DD Dupont DE Nemours Inc. | 0.34% | 5,804 | $433K | Add +23.0% |
| DRI Darden Restaurants Inc. | 0.33% | 2,057 | $427K | Add +2.0% |
| PANW Palo Alto Networks Inc. | 0.33% | 2,443 | $417K | Reduce -11.0% |
| STX Seagate Technology Holdings | 0.32% | 4,861 | $413K | Add +0.5% |
| CUZ Cousins Properties Inc. | 0.32% | 13,811 | $407K | Add +2.2% |
| NEWT Newtekone Inc. | 0.32% | 33,772 | $404K | Reduce -0.2% |
| HASI Ha Sustainable Infrastructur | 0.32% | 13,801 | $404K | Add +0.3% |
Other holdings (23): bonds, preferreds, convertibles and warrants · $3.0M (not counted above)
Lines left out (1) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $2K |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $130.7M.
Portfolio Sells Q4 2024 → Q1 2025
| GLW Corning Inc. | Reduce -50.5% | 0.42% | −0.45 |
| NOC Northrop Grumman Corp. | Reduce -99.4% | 0.00% | −0.37 |
| POWL Powell Industries Inc. | Reduce -29.4% | 0.44% | −0.36 |
| MSFT Microsoft Corp. | Reduce -13.8% | 1.24% | −0.36 |
| AVGO Broadcom Inc. | Reduce -26.6% | 0.40% | −0.35 |
| IFF Intl Flavors & Fragrances | Reduce -77.6% | 0.09% | −0.35 |
| SPG Simon Property Group Inc. | Reduce -99.3% | 0.00% | −0.27 |
| LMT Lockheed Martin Corp. | Reduce -73.2% | 0.09% | −0.26 |
| MLR Miller Industries Inc. | Reduce -37.3% | 0.15% | −0.22 |
| VTRS Viatris Inc. | Reduce -97.3% | 0.00% | −0.21 |
| AAPL Apple Inc. | Reduce -0.5% | 1.69% | −0.21 |
| GD General Dynamics Corp. | Reduce -44.2% | 0.26% | −0.19 |
| ETN Eaton Corp. PLC | Reduce -6.0% | 0.64% | −0.18 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.3% | 0.93% | −0.18 |
| IBM Intl Business Machines Corp. | Reduce -26.2% | 0.77% | −0.14 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.10 |
| MCHP Microchip Technology Inc. | Reduce -2.6% | 0.43% | −0.09 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Reduce -3.1% | 0.13% | −0.08 |
| SMAR Smartsheet Inc. Class A | Sold out | 0.00% | −0.07 |
| BL Blackline Inc. | Sold out | 0.00% | −0.07 |
| COHU Cohu Inc. | Sold out | 0.00% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -11.0% | 0.33% | −0.06 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.48% | −0.06 |
| IIPR Innovative Industrial Proper | Reduce -2.3% | 0.24% | −0.06 |
| FL Foot Locker Inc. | Reduce -0.8% | 0.11% | −0.06 |
| COCO The Vita Coco Co. Inc. | Reduce -21.2% | 0.11% | −0.05 |
| PCOR Procore Technologies Inc. | Reduce -74.1% | 0.02% | −0.05 |
| CODI Compass Diversified Holdings | Reduce -0.6% | 0.21% | −0.05 |
| UMBF Umb Financial Corp. | Reduce -27.5% | 0.08% | −0.04 |
| SRTA Strata Critical Medical Inc. | Reduce -71.9% | 0.01% | −0.04 |
| BERY Berry Global Group Inc. | Reduce -57.4% | 0.03% | −0.04 |
| TWLO Twilio Inc. Class A | Reduce -25.4% | 0.08% | −0.04 |
| XYZ Block Inc. | Reduce -5.9% | 0.06% | −0.04 |
| TER Teradyne Inc. | Reduce -2.8% | 0.07% | −0.04 |
| INTC Intel Corp. | Reduce -56.2% | 0.04% | −0.04 |
| HD Home Depot Inc. | Reduce -0.6% | 0.62% | −0.04 |
| NMT Nuveen Ma QLTY Muni Inc. | Reduce -87.4% | 0.01% | −0.03 |
| BNS Bank of Nova Scotia | Reduce -4.1% | 0.17% | −0.03 |
| RPD RAPID7 Inc. | Reduce -0.5% | 0.06% | −0.03 |
| R Ryder System Inc. | Reduce -1.1% | 0.30% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -32.4% | 0.05% | −0.03 |
| CAT Caterpillar Inc. | Reduce -1.7% | 0.24% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -2.5% | 0.11% | −0.02 |
| DKS Dick's Sporting Goods Inc. | Reduce -1.1% | 0.17% | −0.02 |
| QTWO Q2 Holdings Inc. | Reduce -2.0% | 0.08% | −0.02 |
| SSTK Shutterstock Inc. | Sold out | 0.00% | −0.02 |
| RL Ralph Lauren Corp. | Reduce -1.5% | 0.43% | −0.02 |
| EPAM Epam Systems Inc. | Reduce -0.7% | 0.06% | −0.02 |
| CRM Salesforce Inc. | Reduce -34.5% | 0.02% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| JSI JH Securitized Income ETF | Add +31.5% | 1.46% | +0.37 |
| GLPI Gaming and Leisure Propertie | New | 0.36% | +0.36 |
| LEA Lear Corp. | Add +356.4% | 0.39% | +0.30 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +3.2% | 2.39% | +0.28 |
| SCHR Schwab Intermediate-Term US | Add +250.5% | 0.38% | +0.27 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +11.4% | 1.85% | +0.23 |
| SPIB SS SPDR P Int C Corp. ETF | Add +4.0% | 3.34% | +0.21 |
| ABBV Abbvie Inc. | Add +0.8% | 1.23% | +0.21 |
| SPTS SS SPDR P St Term TSY ETF | Add +7.0% | 2.44% | +0.20 |
| IEF iShares 7-10 Year Treasury B | Add +3.6% | 2.44% | +0.18 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +3.4% | 1.65% | +0.18 |
| SCHP Schwab U.S. Tips ETF | Add +3.6% | 1.84% | +0.15 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.90% | +0.11 |
| EPR Epr Properties | Add +0.5% | 0.62% | +0.11 |
| GILD Gilead Sciences Inc. | Add +1.2% | 0.55% | +0.11 |
| NVS Novartis AG-Sponsored ADR | Add +0.3% | 0.77% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.66% | +0.11 |
| UBER Uber Technologies Inc. | Add +975.6% | 0.10% | +0.09 |
| MDLZ Mondelez International Inc. Class A | Add +1.9% | 0.62% | +0.09 |
| NXPI NXP Semiconductors NV | Add +24975.0% | 0.09% | +0.08 |
| ZBRA Zebra Technologies Corp. Class A | Add +5400.0% | 0.09% | +0.08 |
| CELH Celsius Holdings Inc. | Add +426.4% | 0.10% | +0.08 |
| LNC Lincoln National Corp. | Add +1.1% | 0.55% | +0.07 |
| MDT Medtronic PLC | Add +3.5% | 0.48% | +0.07 |
| AZN Astrazeneca PLC-Spons ADR | Add +0.7% | 0.56% | +0.07 |
| ALGM Allegro Microsystems Inc. | New | 0.07% | +0.07 |
| SSGA ACTIVE TR | Add +4.3% | 0.93% | +0.07 |
| JHX James Hardie Ord | New | 0.07% | +0.07 |
| TOTL SS Doubleline TR Tact ETF | Add +2.0% | 1.28% | +0.07 |
| SSNC Ss&c Technologies Holdings | Add +130.8% | 0.10% | +0.06 |
| DD Dupont DE Nemours Inc. | Add +23.0% | 0.34% | +0.06 |
| TRV The Travelers Cos Inc. | Add +3.0% | 0.48% | +0.06 |
| PFFD Global X US Preferred ETF | Add +44.2% | 0.20% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.66% | +0.06 |
| ABT Abbott Laboratories | Add +1.1% | 0.36% | +0.06 |
| PDFS PDF Solutions Inc. | New | 0.06% | +0.06 |
| INVH Invitation Homes Inc. | Add +1.8% | 0.54% | +0.06 |
| CGNX Cognex Corp. | New | 0.06% | +0.06 |
| ADC Agree Realty Corp. | Add +1.0% | 0.52% | +0.05 |
| JNJ Johnson & Johnson | Add +1.7% | 0.36% | +0.05 |
| CAH Cardinal Health Inc. | Add +0.5% | 0.35% | +0.05 |
| BOND PIMCO Active Bond Exchange-T | Add +3.1% | 0.85% | +0.05 |
| JHPI John Hancock Preferred Incom | Add +5.0% | 0.96% | +0.05 |
| GNRC Generac Holdings Inc. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +8.7% | 0.20% | +0.05 |
| PNW Pinnacle West Capital | Add +1.2% | 0.35% | +0.05 |
| DRI Darden Restaurants Inc. | Add +2.0% | 0.33% | +0.04 |
| LNG Cheniere Energy Inc. | Add +1.2% | 0.46% | +0.04 |
| JMUB JPMorgan Municipal ETF | Add +117.7% | 0.07% | +0.04 |
| KMB Kimberly-Clark Corp. | Add +1.3% | 0.39% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| RENAISSANCERE HOLDINGS L (RNR 5.75 PERP F) | Common Stock | Reduce -1.6% | 28,908 | $622K |
| ALLSTATE CORP (ALL 4.75 PERP I) | Common Stock | Add +1.4% | 26,799 | $521K |
| PUBLIC STORAGE (PSA 4.125 PERP M) | PFD | Reduce -1.4% | 30,236 | $517K |
| DIAMONDROCK HOSPITALITY (DRH 8.25 PERP) | PFD | Add +14.6% | 16,521 | $409K |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -0.8% | 14,140 | $322K |
| COMPASS DIVERSIF HOLDING (CODI 7.25 PERP A) | PFD | Add +22.3% | 11,487 | $254K |
| PUBLIC STORAGE (PSA 3.875 PERP N) | PFD | Add +3.5% | 5,880 | $95K |
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | Add +49.8% | 1,520 | $38K |
| FANNIE MAE (FNMA V8.25 PERP S) | Preferred Stock | Reduce -15.9% | 925 | $11K |
| TIP iShares Tips Bond ETF | TIPS BD ETF | Sold out | 0 | $41before exit |
| NWL Newell Brands Inc. | COM | Sold out | 0 | $4before exit |
| MAR Marriott International Class A | CL A | Reduce -100.0% | 0 | $0 |
| CC The Chemours Co. | COM | Reduce -100.0% | 0 | $0 |
| CGDV Cap Group Dividend Value | SHS CREAT UNIT | Sold out | 0 | $0before exit |
| ICLN iShares Global Clean Energy | GL CLEAN ENE ETF | Sold out | 0 | $0before exit |
| JBGS JBG Smith Properties | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |