13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001907281
Total reported value
$161.5M
$161.5M
596 檔
10.0%
At the close of Q2 2024, 1620 Investment Advisors, Inc. disclosed equity holdings valued at approximately $161.5M, spread across 596 reported holdings.
During Q2 2024, 1620 Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 596 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 3.09% | — | — | ||
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.53% | -0.19% | +1.77% | |
| 3 | ✓ | Stock-Other | 2.43% | — | — | ||
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.19% | -0.19% | +41.45% | |
| 5 | TY | Tri-continental CORP | Stock-Other | 2.13% | -0.05% | +1.33% | |
| 6 | ✓ | Stock-Other | 1.94% | — | — | ||
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | -0.02% | +0.20% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 1.80% | -0.09% | +8.29% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.63% | -0.33% | +156.74% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.55% | +0.01% | -0.48% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.51% | +0.63% | +6.93% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.49% | +0.40% | +1.15% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.45% | -0.13% | +1.84% | |
| 14 | ✓ | Stock-Other | 1.28% | — | — | ||
| 15 | ✓ | Ssga Active ETF Tr Spdr Double | ETF-Other | 1.25% | — | — | |
| 16 | ✓ | Stock-Other | 1.10% | — | — | ||
| 17 | ✓ | Stock-Other | 1.07% | — | — | ||
| 18 | ✓ | Stock-Other | 1.04% | — | — | ||
| 19 | CVX | Chevron CORP | Stock-Energy | 1.02% | -0.34% | +9.31% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | -0.12% | +60.87% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | -0.05% | -27.89% | |
| 22 | ✓ | Stock-Other | 0.97% | — | — | ||
| 23 | ✓ | Stock-Other | 0.93% | — | — | ||
| 24 | ✓ | Stock-Other | 0.93% | — | — | ||
| 25 | ✓ | Stock-Other | 0.88% | — | — | ||
| 26 | MCHP | Microchip Technology Inc | Stock-Tech | 0.88% | +0.02% | -10.42% | |
| 27 | ✓ | John Hancock Preferred Income ETF | ETF-Other | 0.83% | — | — | |
| 28 | ✓ | Stock-Other | 0.80% | — | — | ||
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.02% | +43.43% | |
| 30 | ✓ | Stock-Other | 0.75% | — | — | ||
| 31 | GLW | Corning Inc | Stock-Tech | 0.74% | +0.40% | +98.72% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.73% | -0.03% | — | |
| 33 | ✓ | Stock-Other | 0.72% | — | — | ||
| 34 | ✓ | Stock-Other | 0.71% | — | — | ||
| 35 | ✓ | Stock-Other | 0.70% | — | — | ||
| 36 | SO | Southern Co/the | Stock-Utilities | 0.66% | -0.12% | +1757.17% | |
| 37 | ✓ | Stock-Other | 0.63% | — | — | ||
| 38 | ✓ | Stock-Other | 0.63% | — | — | ||
| 39 | ✓ | Powell Industries, Inc. | Stock-Other | 0.59% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | — | -3.14% | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.58% | -0.08% | +1.97% | |
| 42 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.57% | -0.03% | +1.00% | |
| 43 | ✓ | Invesco Preferred ETF | ETF-Other | 0.56% | — | — | |
| 44 | ✓ | Tortoise Energy Infrastructure | Stock-Other | 0.55% | — | — | |
| 45 | ✓ | RenaissanceRe Holdings Ltd Pfd F | Stock-Other | 0.53% | — | — | |
| 46 | RPM | Rpm International Inc | Stock-Materials | 0.51% | +0.02% | -48.29% | |
| 47 | ✓ | Stock-Other | 0.50% | — | — | ||
| 48 | HTGC | Hercules Capital Inc | Stock-Financials | 0.50% | -0.08% | -0.63% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.49% | -0.13% | — | |
| 50 | ✓ | Stock-Other | 0.49% | — | — |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 596 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including , IEF, ) accounted for 10.0% of total reported equity market value during Q2 2024.
During Q2 2024, 1620 Investment Advisors, Inc.'s top holdings by market value included (3.1%)、IEF (2.5%)、 (2.4%). The largest single position, , represented 3.1% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.