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CIK: 0001907281
Total reported value
$161.5M
$161.5M
705 檔
9.5%
The Q4 2024 SEC filing reveals that 1620 Investment Advisors, Inc. held a total portfolio value of $161.5M, covering 705 public equity positions.
1620 Investment Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 24 new positions while fully exiting 26 holdings and trimming 0 positions.
Showing top 200 holdings (of 705 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.06% | -0.20% | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.21% | -0.19% | -11.33% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.19% | -0.19% | +1.92% | |
| 4 | TY | Tri-continental CORP | Stock-Other | 2.14% | -0.05% | +0.73% | |
| 5 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.06% | -0.14% | — | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | -0.02% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.01% | +0.89% | |
| 8 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.73% | -0.33% | +1.77% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.65% | -0.13% | +131.24% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.59% | +0.63% | +1.52% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.02% | +1.93% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.54% | -0.09% | -4.06% | |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.44% | +0.40% | +4.63% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.19% | -0.13% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | -0.05% | -2.56% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.07% | -0.06% | — | |
| 17 | JSI | Jh Securitized Income ETF | ETF-Other | 1.07% | -0.13% | — | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 1.06% | -0.20% | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | — | — | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.99% | -0.06% | — | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.89% | -0.04% | — | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | -0.03% | -2.80% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.86% | -0.34% | -1.05% | |
| 24 | GLW | Corning Inc | Stock-Tech | 0.86% | +0.40% | -4.36% | |
| 25 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.84% | -0.05% | — | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.80% | -0.04% | — | |
| 27 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.78% | -0.24% | — | |
| 28 | POWL | Powell Industries Inc | Stock-Industrials | 0.78% | -0.17% | — | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.21% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.13% | — | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.70% | -0.12% | +1.42% | |
| 32 | ARCC | Ares Capital CORP | Stock-Financials | 0.68% | -0.09% | — | |
| 33 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.68% | -0.05% | — | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.65% | +0.18% | — | |
| 35 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.65% | -0.05% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | — | +1.78% | |
| 37 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.61% | -0.14% | — | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.60% | -0.04% | — | |
| 39 | NTAP | Netapp Inc | Stock-Tech | 0.60% | +0.19% | — | |
| 40 | WMB | Williams Cos Inc | Stock-Energy | 0.59% | -0.13% | -3.89% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.59% | -0.08% | +47.43% | |
| 42 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.59% | -0.13% | — | |
| 43 | RPM | Rpm International Inc | Stock-Materials | 0.57% | +0.02% | -0.75% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | +0.02% | +1.69% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.12% | -36.70% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | -9.14% | |
| 47 | FHI | Federated Hermes Inc | Stock-Financials | 0.53% | -0.07% | -0.59% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.53% | -0.03% | +1.76% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.52% | -0.03% | +2.28% | |
| 50 | PGX | Invesco Preferred ETF | ETF-Other | 0.52% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | +3.1% | NEW | New buy |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +2.1% | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | +1.9% | NEW | New buy |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | +1.2% | NEW | New buy |
| 5 | ANGL | Vaneck Fallen Angel High Yld | +1.1% | NEW | New buy |
| 6 | JSI | Jh Securitized Income ETF | +1.1% | NEW | New buy |
| 7 | RTX | Rtx CORP | +1.1% | NEW | New buy |
| 8 | ABBV | Abbvie Inc | +1% | NEW | New buy |
| 9 | ITM | Vaneck Intermediate Muni ETF | +1% | NEW | New buy |
| 10 | JHPI | John Hancock Preferred Incom | +0.9% | NEW | New buy |
| 11 | EMTL | Ss Doubleline Em Fi ETF | +0.8% | NEW | New buy |
| 12 | ETN | Eaton Corporation plc | +0.8% | NEW | New buy |
| 13 | BOND | Pimco Active Bond Exchange-t | +0.8% | NEW | New buy |
| 14 | POWL | Powell Industries Inc | +0.8% | NEW | New buy |
| 15 | VZ | Verizon Communications Inc | +0.8% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.7% | NEW | New buy |
| 17 | ARCC | Ares Capital CORP | +0.7% | NEW | New buy |
| 18 | QUS | Ss Spdr Msci U Stratfact ETF | +0.7% | NEW | New buy |
| 19 | BX | Blackstone Inc | +0.7% | NEW | New buy |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.7% | NEW | New buy |
| 21 | TYG | Tortoise Energy Infrastruct | +0.6% | NEW | New buy |
| 22 | MPC | Marathon Petroleum CORP | +0.6% | NEW | New buy |
| 23 | NTAP | Netapp Inc | +0.6% | NEW | New buy |
| 24 | KMI | Kinder Morgan, Inc. | +0.6% | NEW | New buy |
| 25 | ✓ | Tortoise Energy Infrastructure | -0.5% | EXIT | Sold out |
| 26 | ✓ | RenaissanceRe Holdings Ltd Pfd F | -0.5% | EXIT | Sold out |
| 27 | ✓ | -0.6% | EXIT | Sold out | |
| 28 | ✓ | Invesco Preferred ETF | -0.6% | EXIT | Sold out |
| 29 | ✓ | -0.6% | EXIT | Sold out | |
| 30 | ✓ | -0.6% | EXIT | Sold out | |
| 31 | ✓ | -0.6% | EXIT | Sold out | |
| 32 | ✓ | -0.6% | EXIT | Sold out | |
| 33 | ✓ | -0.6% | EXIT | Sold out | |
| 34 | ✓ | -0.7% | EXIT | Sold out | |
| 35 | ✓ | -0.7% | EXIT | Sold out | |
| 36 | ✓ | -0.8% | EXIT | Sold out | |
| 37 | ✓ | Powell Industries, Inc. | -0.8% | EXIT | Sold out |
| 38 | ✓ | -0.8% | EXIT | Sold out | |
| 39 | ✓ | John Hancock Preferred Income ETF | -0.8% | EXIT | Sold out |
| 40 | ✓ | -0.8% | EXIT | Sold out | |
| 41 | ✓ | -0.9% | EXIT | Sold out | |
| 42 | ✓ | -1% | EXIT | Sold out | |
| 43 | ✓ | -1% | EXIT | Sold out | |
| 44 | ✓ | -1.1% | EXIT | Sold out | |
| 45 | ✓ | -1.1% | EXIT | Sold out | |
| 46 | ✓ | Ssga Active ETF Tr Spdr Double | -1.2% | EXIT | Sold out |
| 47 | ✓ | -1.6% | EXIT | Sold out | |
| 48 | ✓ | -2.5% | EXIT | Sold out | |
| 49 | ✓ | -2.5% | EXIT | Sold out | |
| 50 | ✓ | -3.1% | EXIT | Sold out |
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 Q4 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 SPIB, IEF, SPTS) accounted for 9.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPIB
市值: $4.0M
Top Position Liquidated / Trimmed
前期市值: $4.3M
During Q4 2024, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.1%)、IEF (2.2%)、SPTS (2.2%). The largest single position, SPIB, represented 3.1% of total portfolio value.
In Q4 2024, 1620 Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 24 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 26 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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