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CIK: 0001907281
Total reported value
$161.5M
$161.5M
144 檔
9.6%
The Q1 2024 SEC filing reveals that 1620 Investment Advisors, Inc. held a total portfolio value of $161.5M, covering 144 public equity positions.
During Q1 2024, 1620 Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.93% | -0.20% | +9.11% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.31% | -0.19% | +3.24% | |
| 3 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 3.20% | -0.14% | +3.09% | |
| 4 | TY | Tri-continental CORP | Stock-Other | 2.76% | -0.05% | +1.68% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.53% | -0.02% | +1.97% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.35% | -0.02% | +3.43% | |
| 7 | SUB | Ishares Short-term National | ETF-Other | 2.19% | -0.09% | +0.72% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.04% | -0.19% | +7.03% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.98% | -0.33% | -62.65% | |
| 10 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.89% | -0.13% | — | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.86% | +0.63% | +10.84% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.85% | +0.40% | +2.23% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.71% | -0.04% | -5.05% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.01% | -1.12% | |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.48% | -0.13% | +2.95% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | — | +1.66% | |
| 17 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.38% | -0.06% | +6.81% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.37% | -0.06% | +2.96% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.12% | -32.92% | |
| 20 | MCHP | Microchip Technology Inc | Stock-Tech | 1.27% | +0.02% | +0.72% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.24% | -0.34% | +2.96% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.23% | -0.04% | +0.33% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.21% | -0.21% | +4.81% | |
| 24 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 1.17% | +0.03% | -0.97% | |
| 25 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 1.10% | -0.05% | +1.92% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.07% | -0.03% | -13.99% | |
| 27 | JHPI | John Hancock Preferred Incom | ETF-Other | 1.04% | -0.04% | +7.59% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | -0.05% | +48.76% | |
| 29 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.99% | -0.24% | +6.61% | |
| 30 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.94% | -0.08% | +3152.65% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | — | -0.17% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.23% | -10.08% | |
| 33 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.85% | -0.05% | -98.03% | |
| 34 | ARCC | Ares Capital CORP | Stock-Financials | 0.83% | -0.09% | -16.64% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.80% | -0.12% | -94.36% | |
| 36 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.80% | -0.03% | +1.63% | |
| 37 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.78% | -0.05% | +0.62% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.13% | — | |
| 39 | NTAP | Netapp Inc | Stock-Tech | 0.76% | +0.19% | +892.14% | |
| 40 | PGX | Invesco Preferred ETF | ETF-Other | 0.74% | -0.05% | +3.03% | |
| 41 | RPM | Rpm International Inc | Stock-Materials | 0.74% | +0.02% | +96.66% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.02% | +0.78% | |
| 43 | POWL | Powell Industries Inc | Stock-Industrials | 0.70% | -0.17% | — | |
| 44 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.69% | -0.10% | -96.56% | |
| 45 | DRH | Diamondrock Hospitality Co | Stock-Other | 0.68% | +0.07% | — | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.68% | +0.18% | -93.46% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.03% | +0.67% | |
| 48 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.65% | -0.08% | -4.28% | |
| 49 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.65% | -0.04% | +0.47% | |
| 50 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.64% | +0.07% | +1.58% |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 144 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, IEF, QEFA) accounted for 9.6% of total reported equity market value during Q1 2024.
During Q1 2024, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.9%)、IEF (3.3%)、QEFA (3.2%). The largest single position, SPIB, represented 3.9% of total portfolio value.
In Q1 2024, 1620 Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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