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CIK: 0001907281
Total reported value
$161.5M
$161.5M
705 檔
10.9%
During the Q3 2024 filing period, 1620 Investment Advisors, Inc. (CIK: 0001907281) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $161.5M across 705 reported positions.
In Q3 2024, 1620 Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 705 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 3.07% | — | +2.09% | ||
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.51% | -0.19% | +0.69% | |
| 3 | ✓ | Stock-Other | 2.48% | — | — | ||
| 4 | ✓ | Stock-Other | 2.48% | — | +0.76% | ||
| 5 | TY | Tri-continental CORP | Stock-Other | 2.11% | -0.05% | -1.64% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.07% | -0.19% | -1.05% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.62% | +0.01% | +0.47% | |
| 8 | ✓ | Stock-Other | 1.61% | — | -15.28% | ||
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.57% | -0.33% | -3.96% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 1.54% | -0.09% | -10.58% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.52% | +0.63% | +3.88% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.02% | -13.09% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.43% | +0.40% | +1.32% | |
| 14 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.41% | -0.13% | -0.33% | |
| 15 | ✓ | Ssga Active ETF Tr Spdr Double | ETF-Other | 1.20% | — | -2.38% | |
| 16 | ✓ | Stock-Other | 1.08% | — | -9.47% | ||
| 17 | ✓ | Stock-Other | 1.05% | — | -4.71% | ||
| 18 | ✓ | Stock-Other | 1.04% | — | +0.70% | ||
| 19 | ✓ | Stock-Other | 1.03% | — | +1.20% | ||
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.12% | -3.11% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.93% | -0.05% | -0.61% | |
| 22 | ✓ | Stock-Other | 0.93% | — | -2.18% | ||
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 0.88% | -0.03% | -0.58% | |
| 24 | ✓ | Stock-Other | 0.84% | — | -1.49% | ||
| 25 | CVX | Chevron CORP | Stock-Energy | 0.84% | -0.34% | -7.49% | |
| 26 | ✓ | John Hancock Preferred Income ETF | ETF-Other | 0.83% | — | +2.86% | |
| 27 | GLW | Corning Inc | Stock-Tech | 0.81% | +0.40% | +0.22% | |
| 28 | ✓ | Stock-Other | 0.76% | — | -16.38% | ||
| 29 | ✓ | Stock-Other | 0.75% | — | -40.76% | ||
| 30 | ✓ | Powell Industries, Inc. | Stock-Other | 0.75% | — | -13.66% | |
| 31 | ✓ | Stock-Other | 0.73% | — | -0.31% | ||
| 32 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.12% | -0.45% | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.67% | +0.02% | -7.79% | |
| 34 | ✓ | Stock-Other | 0.65% | — | -7.47% | ||
| 35 | ✓ | Stock-Other | 0.63% | — | -0.07% | ||
| 36 | ✓ | Stock-Other | 0.63% | — | -26.42% | ||
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | — | -3.52% | |
| 38 | ✓ | Stock-Other | 0.62% | — | -3.23% | ||
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.60% | -0.03% | -1.16% | |
| 40 | ✓ | Stock-Other | 0.60% | — | +0.45% | ||
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.02% | -28.67% | |
| 42 | ✓ | Stock-Other | 0.57% | — | -0.36% | ||
| 43 | ✓ | Invesco Preferred ETF | ETF-Other | 0.56% | — | -1.28% | |
| 44 | ✓ | Stock-Other | 0.55% | — | +2.55% | ||
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.54% | -0.08% | -0.35% | |
| 46 | ✓ | Tortoise Energy Infrastructure | Stock-Other | 0.54% | — | -6.95% | |
| 47 | RPM | Rpm International Inc | Stock-Materials | 0.54% | +0.02% | +0.16% | |
| 48 | ✓ | RenaissanceRe Holdings Ltd Pfd F | Stock-Other | 0.54% | — | +0.77% | |
| 49 | ✓ | Stock-Other | 0.53% | — | +2.35% | ||
| 50 | ✓ | Stock-Other | 0.51% | — | -29.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +2.5% | — | Unchanged | |
| 2 | ✓ | +0.6% | -26.42% | Trim | |
| 3 | ✓ | Ha Sustainable Infrastructure | +0.3% | +175.30% | Add |
| 4 | HAS | Hasbro Inc | +0.2% | NEW | New buy |
| 5 | GD | General Dynamics CORP | +0.2% | +79.33% | Add |
| 6 | VFC | Vf CORP | +0.2% | +152.56% | Add |
| 7 | BNS | Bank Of Nova Scotia | +0.2% | +1702.22% | Add |
| 8 | ✓ | Powell Industries, Inc. | +0.2% | -13.66% | Trim |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -0.58% | Trim |
| 10 | ✓ | +0.1% | +23.97% | Add | |
| 11 | ✓ | +0.1% | +2.55% | Add | |
| 12 | ✓ | Marvell Technologies, inc. | +0.1% | NEW | New buy |
| 13 | ✓ | +0.1% | -4.71% | Trim | |
| 14 | ✓ | +0.1% | -0.36% | Trim | |
| 15 | ✓ | +0.1% | NEW | New buy | |
| 16 | EFA | Ishares Msci Eafe ETF | +0.1% | +1314.00% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +0.47% | Add |
| 18 | GLW | Corning Inc | +0.1% | +0.22% | Add |
| 19 | BBY | Best Buy Co Inc | +0.1% | +0.57% | Add |
| 20 | ✓ | +0.1% | +90.90% | Add | |
| 21 | SO | Southern Co/the | +0.1% | -0.45% | Trim |
| 22 | ✓ | +0.1% | +2.35% | Add | |
| 23 | ✓ | +0.1% | +0.76% | Add | |
| 24 | HD | Home Depot Inc | +0.1% | -3.52% | Trim |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +3.88% | Add |
| 26 | ✓ | 0% | +2.09% | Add | |
| 27 | IEF | Ishares 7-10 Year Treasury B | 0% | +0.69% | Add |
| 28 | TY | Tri-continental CORP | 0% | -1.64% | Trim |
| 29 | ROK | Rockwell Automation Inc | -0.1% | -56.12% | Trim |
| 30 | EMR | Emerson Electric Co | -0.1% | -38.25% | Trim |
| 31 | CNI | Canadian Natl Railway Co | -0.1% | -49.49% | Trim |
| 32 | ADP | Automatic Data Processing | -0.1% | -40.31% | Trim |
| 33 | AXP | American Express Co | -0.1% | -48.44% | Trim |
| 34 | ✓ | Bank New York Co Inc | -0.1% | -74.77% | Trim |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | -21.57% | Trim |
| 36 | HRB | H&r Block Inc | -0.1% | -46.54% | Trim |
| 37 | ✓ | -0.2% | -7.47% | Trim | |
| 38 | ✓ | -0.2% | -58.57% | Trim | |
| 39 | ✓ | -0.2% | -16.38% | Trim | |
| 40 | CVX | Chevron CORP | -0.2% | -7.49% | Trim |
| 41 | HAL | Halliburton Co | -0.2% | EXIT | Sold out |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -28.67% | Trim |
| 43 | ✓ | -0.2% | +585.09% | Add | |
| 44 | MCHP | Microchip Technology Inc | -0.2% | -7.79% | Trim |
| 45 | ✓ | -0.2% | -29.02% | Trim | |
| 46 | SUB | Ishares Short-term National | -0.3% | -10.58% | Trim |
| 47 | SLB | Slb LTD | -0.3% | -76.63% | Trim |
| 48 | ✓ | -0.3% | -15.28% | Trim | |
| 49 | MSFT | Microsoft CORP | -0.4% | -13.09% | Trim |
| 50 | ✓ | -0.5% | -40.76% | Trim |
According to official SEC Form 13F filings, 1620 Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $161.5M across 705 disclosed positions in Q3 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 10.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
HAS
市值: $326.2K
Top Position Liquidated / Trimmed
HAL
前期市值: $247.3K
During Q3 2024, 1620 Investment Advisors, Inc.'s top holdings by market value included (3.1%)、IEF (2.5%)、 (2.5%). The largest single position, , represented 3.1% of total portfolio value.
In Q3 2024, 1620 Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 28 holdings, and fully liquidating 1 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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