1620 Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), 1620 Investment Advisors, Inc. reported 656 stock positions worth $138.1 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.2% of the portfolio, followed by STSR SPD MSC Eaf Stgfs-US (QEFA, 2.5%) and iShares 7-10 Year Treasury B (IEF, 2.3%). Compared with Q1 2025, it opened 34 new positions, sold out of 41, added to 180 and reduced 186. The biggest buy was Seagate Technology (STX, shares +103%) and the biggest sale National Storage Affiliates (NSA, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $138.1M (Q2 2025)
- SEC Filing
- 0001907281-25-000004 ↗ filed Aug 7, 2025
Holdings Value
Holdings 656 stocks · $138.1M
| SPIB SS SPDR P Int C Corp. ETF | 3.22% | 132,523 | $4.5M | Add +3.3% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.55% | 41,197 | $3.5M | Add +6.7% |
| IEF iShares 7-10 Year Treasury B | 2.35% | 33,879 | $3.2M | Add +3.8% |
| SPTS SS SPDR P St Term TSY ETF | 2.27% | 107,094 | $3.1M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 2.18% | 10,407 | $3.0M | Add +0.4% |
| TY Tri-Continental Corp. | 2.09% | 91,342 | $2.9M | Add +0.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.83% | 62,574 | $2.5M | Add +4.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.82% | 47,516 | $2.5M | Add +5.3% |
| SCHP Schwab U.S. Tips ETF | 1.72% | 88,972 | $2.4M | Add +2.1% |
| MSFT Microsoft Corp. | 1.55% | 4,297 | $2.1M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.51% | 16,876 | $2.1M | Reduce -10.3% |
| SUB iShares Short-Term National | 1.46% | 18,985 | $2.0M | Add +0.5% |
| AAPL Apple Inc. | 1.46% | 9,825 | $2.0M | Add +1.4% |
| JSI JH Securitized Income ETF | 1.43% | 37,440 | $2.0M | Add +4.9% |
| RTX RTX Corp. | 1.29% | 12,200 | $1.8M | Add +0.8% |
| TOTL SS Doubleline TR Tact ETF | 1.25% | 42,894 | $1.7M | Add +5.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.18% | 7,221 | $1.6M | Add +0.8% |
| ANGL Vaneck Fallen Angel High YLD | 1.09% | 51,344 | $1.5M | Add +3.1% |
| STX Seagate Technology Holdings | 1.03% | 9,889 | $1.4M | Add +103.4% |
| ABBV Abbvie Inc. | 1.03% | 7,653 | $1.4M | Add +2.2% |
| EPR Epr Properties filed as EPR PPTYS | 0.96% | 22,842 | $1.3M | Add +50.8% |
| JHPI John Hancock Preferred Incom | 0.94% | 57,308 | $1.3M | Add +4.6% |
| SSGA ACTIVE TR | 0.89% | 28,369 | $1.2M | Add +3.2% |
| ITM Vaneck Intermediate Muni ETF | 0.88% | 26,729 | $1.2M | Reduce -4.6% |
| SCHR Schwab Intermediate-Term US | 0.85% | 47,130 | $1.2M | Add +143.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.84% | 3,958 | $1.2M | Add +0.5% |
| CVX Chevron Corp. | 0.82% | 7,875 | $1.1M | Add +1.4% |
| VZ Verizon Communications Inc. | 0.80% | 25,649 | $1.1M | Add +1.5% |
| NVS Novartis AG-Sponsored ADR | 0.78% | 8,958 | $1.1M | Add +1.4% |
| MDT Medtronic PLC | 0.78% | 12,303 | $1.1M | Add +81.9% |
| BOND PIMCO Active Bond Exchange-T | 0.77% | 11,604 | $1.1M | Reduce -1.6% |
| ETN Eaton Corp. PLC | 0.77% | 2,986 | $1.1M | Reduce -0.1% |
| SO The Southern Co. | 0.75% | 11,340 | $1.0M | Add +0.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.72% | 6,103 | $995K | Add +4.2% |
| MPC Marathon Petroleum Corp. | 0.69% | 5,724 | $951K | Add +1.2% |
| PFE Pfizer Inc. | 0.67% | 38,236 | $927K | Add +104.3% |
| ARCC Ares Capital Corp. | 0.66% | 41,586 | $913K | Add +0.4% |
| WMB Williams Cos Inc. | 0.65% | 14,376 | $903K | Reduce -0.3% |
| JCI Johnson Controls Internation | 0.62% | 8,079 | $853K | Add +1.9% |
| KMI Kinder Morgan Inc. | 0.59% | 27,839 | $818K | Reduce -0.1% |
| TYG Tortoise Energy Infrastruct | 0.59% | 18,510 | $812K | Reduce -4.5% |
| MDLZ Mondelez International Inc. Class A | 0.59% | 12,041 | $812K | Add +2.4% |
| AVGO Broadcom Inc. | 0.59% | 2,941 | $811K | Reduce -4.7% |
| HD Home Depot Inc. | 0.58% | 2,196 | $805K | Add +1.4% |
| WMT Walmart Inc. | 0.57% | 8,110 | $793K | Add +2.4% |
| FHI Federated Hermes Inc. | 0.57% | 17,730 | $786K | Add +1.4% |
| BX Blackstone Inc. | 0.57% | 5,239 | $784K | Add +3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 1,600 | $778K | Add +1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.56% | 6,264 | $777K | Add +1.4% |
| AMZN Amazon.com Inc. | 0.55% | 3,488 | $765K | Reduce -0.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.55% | 8,094 | $759K | Add +4.1% |
| NTAP Netapp Inc. | 0.55% | 7,081 | $755K | Add +4.4% |
| T AT&T Inc. | 0.54% | 25,922 | $750K | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.52% | 6,524 | $723K | Add +4.2% |
| ORCL Oracle Corp. | 0.51% | 3,245 | $710K | Add +2.3% |
| RPM RPM International Inc. | 0.51% | 6,397 | $703K | Add +2.8% |
| POWL Powell Industries Inc. | 0.50% | 3,302 | $695K | Add +0.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.50% | 9,944 | $695K | Add +2.1% |
| INVH Invitation Homes Inc. | 0.50% | 20,881 | $685K | Add +6.4% |
| LNC Lincoln National Corp. | 0.49% | 19,645 | $680K | No change |
| IGEB iShares Investment Grade SYS | 0.48% | 14,740 | $670K | Add +5.7% |
| PEP Pepsico Inc. | 0.48% | 5,053 | $667K | Add +1.5% |
| STWD Starwood Property Trust Inc. | 0.48% | 33,115 | $665K | Add +0.8% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 14,109 | $653K | Add +2.1% |
| SCHO Schwab Short-Term US Treas | 0.47% | 26,476 | $645K | Add +3209.5% |
| ADC Agree Realty Corp. | 0.46% | 8,739 | $639K | Add +2.1% |
| GLW Corning Inc. | 0.46% | 12,063 | $634K | Add +2.5% |
| TRV The Travelers Cos Inc. | 0.46% | 2,365 | $633K | Add +1.1% |
| PGX Invesco Preferred ETF | 0.45% | 56,400 | $628K | Reduce -4.3% |
| TPR Tapestry Inc. | 0.44% | 6,985 | $613K | Add +2.2% |
| LNG Cheniere Energy Inc. | 0.44% | 2,468 | $601K | Reduce -2.6% |
| XOM Exxon Mobil Corp. | 0.43% | 5,462 | $589K | Reduce -0.6% |
| HTGC Hercules Capital Inc. | 0.41% | 31,345 | $573K | Reduce -0.4% |
| CAH Cardinal Health Inc. | 0.41% | 3,334 | $560K | Add +3.5% |
| LEA Lear Corp. | 0.40% | 5,832 | $554K | Add +2.6% |
| TFLR T Rowe Price Floating RT ETF | 0.39% | 10,412 | $535K | New |
| PEG Public Service Enterprise GP | 0.38% | 6,264 | $527K | Add +2.4% |
| MELI MercadoLibre Inc. | 0.37% | 198 | $518K | No change |
| RITM Rithm Capital Corp. | 0.37% | 45,549 | $514K | No change |
| D Dominion Energy Inc. | 0.37% | 9,002 | $509K | Add +2.8% |
| DRH Diamondrock Hospitality Co. | 0.37% | 66,190 | $507K | Reduce -9.3% |
| PANW Palo Alto Networks Inc. | 0.36% | 2,440 | $499K | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,826 | $498K | Reduce -2.8% |
| RL Ralph Lauren Corp. | 0.36% | 1,789 | $491K | Reduce -27.2% |
| KMB Kimberly-Clark Corp. | 0.34% | 3,668 | $473K | Add +3.6% |
| OKE Oneok Inc. | 0.34% | 5,782 | $472K | Add +0.2% |
| ABT Abbott Laboratories | 0.34% | 3,449 | $469K | Add +0.3% |
| DRI Darden Restaurants Inc. | 0.34% | 2,133 | $465K | Add +3.7% |
| GRMN Garmin Ltd. | 0.34% | 2,220 | $463K | Add +0.6% |
| STZ Constellation Brands Inc. Class A | 0.33% | 2,822 | $459K | Add +3.9% |
| PNW Pinnacle West Capital | 0.33% | 5,017 | $449K | Add +5.9% |
| MO Altria Group Inc. | 0.32% | 7,600 | $446K | Add +24416.1% |
| JNJ Johnson & Johnson | 0.31% | 2,818 | $431K | Add +2.1% |
| R Ryder System Inc. | 0.31% | 2,696 | $429K | Reduce -0.3% |
| GLPI Gaming and Leisure Propertie | 0.31% | 9,121 | $426K | No change |
| CUZ Cousins Properties Inc. | 0.30% | 13,957 | $419K | Add +1.1% |
| EPD Enterprise Products Partners | 0.30% | 13,373 | $415K | Add +1.2% |
| TXN Texas Instruments Inc. | 0.30% | 1,966 | $408K | Add +10.8% |
| EMB iShares JP Morgan Usd Emergi | 0.30% | 4,407 | $408K | Add +1.2% |
| DD Dupont DE Nemours Inc. | 0.30% | 5,948 | $408K | Add +2.5% |
Other holdings (24): bonds, preferreds, convertibles and warrants · $2.9M (not counted above)
Lines left out (1) · $3K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $3K |
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: $141.0M.
Portfolio Sells Q1 2025 → Q2 2025
| NSA National Storage Affiliates | Reduce -85.0% | 0.05% | −0.38 |
| MCHP Microchip Technology Inc. | Reduce -86.3% | 0.08% | −0.35 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.35 |
| TJX TJX Companies Inc. | Reduce -10.3% | 1.51% | −0.29 |
| CAT Caterpillar Inc. | Reduce -90.2% | 0.03% | −0.22 |
| BBY Best Buy Co. Inc. | Reduce -38.9% | 0.19% | −0.18 |
| CODI Compass Diversified Holdings | Reduce -4.0% | 0.06% | −0.15 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -30.5% | 0.23% | −0.13 |
| ITM Vaneck Intermediate Muni ETF | Reduce -4.6% | 0.88% | −0.12 |
| SHOP Shopify Inc. Class A | Reduce -95.3% | 0.01% | −0.11 |
| FL Foot Locker Inc. | Reduce -98.2% | 0.00% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.43% | −0.09 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.09 |
| UMBF Umb Financial Corp. | Reduce -98.9% | 0.00% | −0.08 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.6% | 0.77% | −0.08 |
| DRH Diamondrock Hospitality Co. | Reduce -9.3% | 0.37% | −0.07 |
| RL Ralph Lauren Corp. | Reduce -27.2% | 0.36% | −0.07 |
| COMP Compass Inc. Class A | Reduce -15.1% | 0.09% | −0.07 |
| TYG Tortoise Energy Infrastruct | Reduce -4.5% | 0.59% | −0.07 |
| PGX Invesco Preferred ETF | Reduce -4.3% | 0.45% | −0.06 |
| GPN Global Payments Inc. | Reduce -22.0% | 0.09% | −0.06 |
| BMRN Biomarin Pharmaceutical Inc. | Reduce -64.8% | 0.02% | −0.06 |
| HTGC Hercules Capital Inc. | Reduce -0.4% | 0.41% | −0.06 |
| RPD RAPID7 Inc. | Reduce -97.0% | 0.00% | −0.05 |
| ARRY Array Technologies Inc. | Reduce -100.0% | 0.00% | −0.05 |
| UTL Unitil Corp. | Reduce -4.0% | 0.21% | −0.05 |
| SAM Boston Beer Company Inc. Class A | Reduce -0.4% | 0.13% | −0.05 |
| OLED Universal Display Corp. | Reduce -67.7% | 0.02% | −0.04 |
| IIPR Innovative Industrial Proper | Reduce -12.6% | 0.19% | −0.04 |
| AMPH Amphastar Pharmaceuticals Inc. | Reduce -70.0% | 0.01% | −0.04 |
| SKX Skechers USA Inc. Class A | Reduce -92.4% | 0.00% | −0.04 |
| XYZ Block Inc. | Reduce -71.0% | 0.02% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -14.4% | 0.11% | −0.04 |
| OFG Ofg Bancorp | Reduce -59.4% | 0.02% | −0.04 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Reduce -0.1% | 0.54% | −0.03 |
| ARIS WATER SOLUTIONS INC-A | Reduce -26.2% | 0.03% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -0.1% | 0.59% | −0.03 |
| FSK FS KKR Capital Corp. | Reduce -0.5% | 0.28% | −0.03 |
| UL Unilever PLC | Sold out | 0.00% | −0.03 |
| LNG Cheniere Energy Inc. | Reduce -2.6% | 0.44% | −0.02 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -6.7% | 0.14% | −0.02 |
| TGTX TG Therapeutics Inc. | Reduce -2.5% | 0.11% | −0.02 |
| MTX Minerals Technologies Inc. | Reduce -5.1% | 0.07% | −0.02 |
| SHYD Vaneck SH Hi YLD Muni | Reduce -2.3% | 0.21% | −0.02 |
| WMB Williams Cos Inc. | Reduce -0.3% | 0.65% | −0.02 |
| SUI Sun Communities Inc. | Reduce -55.4% | 0.01% | −0.02 |
| FDX FedEx Corp. | Reduce -1.0% | 0.11% | −0.02 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.02 |
| AEP American Electric Power | Reduce -4.3% | 0.09% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| STX Seagate Technology Holdings | Add +103.4% | 1.03% | +0.71 |
| SCHR Schwab Intermediate-Term US | Add +143.3% | 0.85% | +0.48 |
| SCHO Schwab Short-Term US Treas | Add +3209.5% | 0.47% | +0.45 |
| TFLR T Rowe Price Floating RT ETF | New | 0.39% | +0.39 |
| EPR Epr Properties | Add +50.8% | 0.96% | +0.34 |
| MO Altria Group Inc. | Add +24416.1% | 0.32% | +0.32 |
| MSFT Microsoft Corp. | Add +1.7% | 1.55% | +0.30 |
| MDT Medtronic PLC | Add +81.9% | 0.78% | +0.30 |
| PFE Pfizer Inc. | Add +104.3% | 0.67% | +0.30 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 1.18% | +0.25 |
| XRAY Dentsply Sirona Inc. | New | 0.25% | +0.25 |
| MNRO Monro Inc. | New | 0.22% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 2.18% | +0.19 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +4.0% | 1.83% | +0.18 |
| ORCL Oracle Corp. | Add +2.3% | 0.51% | +0.17 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +6.7% | 2.55% | +0.16 |
| MGNI Magnite Inc. | Add +60.4% | 0.20% | +0.13 |
| JCI Johnson Controls Internation | Add +1.9% | 0.62% | +0.12 |
| LRCX Lam Research Corp. | Add +13327.3% | 0.10% | +0.10 |
| FIS Fidelity National Info Serv | Add +165.3% | 0.15% | +0.09 |
| ADBE Adobe Inc. | Add +2600.0% | 0.09% | +0.09 |
| DIS The Walt Disney Co. | Add +1.4% | 0.56% | +0.08 |
| NTAP Netapp Inc. | Add +4.4% | 0.55% | +0.08 |
| NXT Nextpower Inc. | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.84% | +0.08 |
| TOWN Towne Bank | New | 0.07% | +0.07 |
| VMRK Vivmark Residential | New | 0.07% | +0.07 |
| TPR Tapestry Inc. | Add +2.2% | 0.44% | +0.07 |
| NTGR Netgear Inc. | New | 0.07% | +0.07 |
| POWL Powell Industries Inc. | Add +0.5% | 0.50% | +0.06 |
| CAH Cardinal Health Inc. | Add +3.5% | 0.41% | +0.06 |
| OKTA Okta Inc. | New | 0.06% | +0.06 |
| ALGM Allegro Microsystems Inc. | Add +43.7% | 0.12% | +0.05 |
| TARS Tarsus Pharmaceuticals Inc. | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +82.3% | 0.13% | +0.05 |
| ITIC Investors Title Co. | New | 0.05% | +0.05 |
| AMT American Tower Corp. | Add +1188.0% | 0.05% | +0.05 |
| TXN Texas Instruments Inc. | Add +10.8% | 0.30% | +0.05 |
| EBC Eastern Bankshares Inc. | Add +211.4% | 0.07% | +0.05 |
| FWRG First Watch Restaurant Group | New | 0.04% | +0.04 |
| TOST Toast Inc. Class A | Add +76.8% | 0.08% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +1.2% | 0.69% | +0.04 |
| TDOC Teladoc Health Inc. | New | 0.04% | +0.04 |
| GLW Corning Inc. | Add +2.5% | 0.46% | +0.04 |
| RTX RTX Corp. | Add +0.8% | 1.29% | +0.03 |
| RRX Regal Rexnord Corp. | Add +33.7% | 0.09% | +0.03 |
| MKSI MKS Inc. | Add +18.6% | 0.12% | +0.03 |
| NMT Nuveen Ma QLTY Muni Inc. | Add +693.3% | 0.04% | +0.03 |
| AMCR Amcor PLC | New | 0.03% | +0.03 |
| WMT Walmart Inc. | Add +2.4% | 0.57% | +0.03 |
Notes & Other Activity Q1 2025 → Q2 2025
| RENAISSANCERE HOLDINGS L (RNR 5.75 PERP F) | Common Stock | Add +0.7% | 29,098 | $617K |
| ALLSTATE CORP (ALL 4.75 PERP I) | Common Stock | Reduce -0.1% | 26,784 | $511K |
| PUBLIC STORAGE (PSA 4.125 PERP M) | PFD | Reduce -0.6% | 30,062 | $498K |
| DIAMONDROCK HOSPITALITY (DRH 8.25 PERP) | PFD | Add +1.8% | 16,819 | $412K |
| COMPASS DIVERSIF HOLDING (CODI 7.25 PERP A) | PFD | Reduce -5.0% | 10,907 | $182K |
| JPMORGAN CHASE & CO (JPM 6 PERP EE) | Common Stock | Add +8.2% | 1,645 | $41K |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | Reduce -15.2% | 1,120 | $22K |
| MORGAN STANLEY (MS 6.625 PERP Q) | Common Stock | Add +177.8% | 500 | $13K |
| JPMORGAN CHASE & CO (JPM 5.75 PERP DD) | PREFERRED STOCK | New | 400 | $10K |
| PUBLIC STORAGE (PSA 3.95 PERP Q) | PFD | Reduce -22.2% | 350 | $5K |
| CC The Chemours Co. | COM | Sold out | 0 | $0before exit |
| MAR Marriott International Class A | CL A | 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 |