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CIK: 0001907281
Total reported value
$161.5M
$161.5M
689 檔
10.1%
In Q1 2025, 1620 Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $161.5M, distributed across 689 disclosed stock positions.
1620 Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 21 positions.
Showing top 200 holdings (of 689 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.26% | -0.20% | +4.05% | |
| 2 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.39% | -0.19% | +6.96% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.38% | -0.19% | +3.59% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.33% | -0.14% | +3.19% | |
| 5 | TY | Tri-continental CORP | Stock-Other | 2.14% | -0.05% | +2.45% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | -0.02% | -0.37% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.81% | +0.63% | +11.36% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.79% | -0.13% | +3.60% | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.75% | -0.33% | -0.39% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.65% | +0.01% | -0.50% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.61% | +0.40% | +3.37% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 1.53% | -0.09% | -1.95% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-Other | 1.43% | -0.13% | +31.51% | |
| 14 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.25% | -0.13% | +1.97% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.23% | -0.20% | -0.07% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.02% | -13.77% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | — | +0.79% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.10% | -0.06% | +0.79% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.34% | -0.50% | |
| 20 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.98% | -0.06% | -1.13% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.94% | -0.04% | +5.01% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | -0.05% | -1.32% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.91% | -0.05% | +4.26% | |
| 24 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | -0.21% | +0.05% | |
| 25 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.83% | -0.24% | +3.15% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.79% | -0.12% | -0.05% | |
| 27 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.75% | -0.05% | +0.25% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.75% | -0.03% | -26.24% | |
| 29 | ARCC | Ares Capital CORP | Stock-Financials | 0.70% | -0.09% | +1.80% | |
| 30 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.70% | -0.05% | +1.86% | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 0.66% | -0.13% | -0.61% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.64% | -0.08% | +0.85% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | +0.32% | |
| 34 | TYG | Tortoise Energy Infrastruct | Stock-Other | 0.64% | -0.14% | +0.75% | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.63% | -0.04% | -0.14% | |
| 36 | ETN | Eaton Corporation plc | Stock-Industrials | 0.62% | -0.04% | -6.04% | |
| 37 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.61% | -0.03% | +1.85% | |
| 38 | EPR | Epr Properties | Stock-Real Estate | 0.61% | +0.02% | +0.50% | |
| 39 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.61% | -0.13% | -1.22% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | — | -0.55% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.12% | +1.26% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.16% | -0.82% | |
| 43 | RPM | Rpm International Inc | Stock-Materials | 0.55% | +0.02% | +1.67% | |
| 44 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.55% | -0.08% | +0.66% | |
| 45 | FHI | Federated Hermes Inc | Stock-Financials | 0.55% | -0.07% | +2.19% | |
| 46 | BX | Blackstone Inc | Stock-Financials | 0.54% | +0.18% | +1.24% | |
| 47 | LNC | Lincoln National CORP | Stock-Financials | 0.54% | -0.13% | +1.07% | |
| 48 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.54% | -0.16% | +1.23% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.06% | +4.60% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.52% | -0.14% | +9.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLPI | Gaming And Leisure Propertie | +0.4% | NEW | New buy |
| 2 | JSI | Jh Securitized Income ETF | +0.4% | +31.51% | Add |
| 3 | LEA | Lear CORP | +0.3% | +356.39% | Add |
| 4 | SCHR | Schwab Intermediate-term US | +0.3% | +250.54% | Add |
| 5 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.3% | +3.19% | Add |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | +0.2% | +11.36% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | +0.79% | Add |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | +0.2% | +6.96% | Add |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.2% | +4.05% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +3.37% | Add |
| 11 | RTX | Rtx CORP | +0.2% | -0.07% | Trim |
| 12 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +3.59% | Add |
| 13 | SCHP | Schwab U.s. Tips ETF | +0.1% | +3.60% | Add |
| 14 | CVX | Chevron CORP | +0.1% | -0.50% | Trim |
| 15 | T | At&t Inc | +0.1% | -0.82% | Trim |
| 16 | VZ | Verizon Communications Inc | +0.1% | +0.05% | Add |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +1.23% | Add |
| 18 | EPR | Epr Properties | +0.1% | +0.50% | Add |
| 19 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.25% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.32% | Add |
| 21 | UBER | Uber Technologies Inc | +0.1% | +975.61% | Add |
| 22 | MDLZ | Mondelez International Inc-a | +0.1% | +1.85% | Add |
| 23 | SO | Southern Co/the | +0.1% | -0.05% | Trim |
| 24 | NXPI | NXP Semiconductors N.V. | +0.1% | +24975.00% | Add |
| 25 | ZBRA | Zebra Technologies Corp-cl A | +0.1% | +5400.00% | Add |
| 26 | CELH | Celsius Holdings Inc | +0.1% | +426.45% | Add |
| 27 | NVDA | Nvidia CORP | -0.1% | +290.81% | Add |
| 28 | DRH | Diamondrock Hospitality Co | -0.1% | +0.52% | Add |
| 29 | VFC | Vf CORP | -0.1% | +2.59% | Add |
| 30 | TSLA | Tesla Inc | -0.1% | -3.10% | Trim |
| 31 | MCHP | Microchip Technology Inc | -0.1% | -2.59% | Trim |
| 32 | AZPN1USD | Aspen Technology Inc | -0.1% | EXIT | Sold out |
| 33 | P | Everpure Inc-a | -0.1% | EXIT | Sold out |
| 34 | BX | Blackstone Inc | -0.1% | +1.24% | Add |
| 35 | IBM | Intl Business Machines CORP | -0.1% | -26.24% | Trim |
| 36 | NTAP | Netapp Inc | -0.1% | +0.12% | Add |
| 37 | GD | General Dynamics CORP | -0.2% | -44.24% | Trim |
| 38 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -1.32% | Trim |
| 39 | ETN | Eaton Corporation plc | -0.2% | -6.04% | Trim |
| 40 | AAPL | Apple Inc | -0.2% | -0.50% | Trim |
| 41 | MLR | Miller Industries Inc/tenn | -0.2% | -37.28% | Trim |
| 42 | VTRS | Viatris Inc | -0.2% | -97.32% | Trim |
| 43 | LMT | Lockheed Martin CORP | -0.3% | -73.21% | Trim |
| 44 | SPG | Simon Property Group Inc | -0.3% | -99.30% | Trim |
| 45 | AVGO | Broadcom Inc | -0.3% | -26.59% | Trim |
| 46 | IFF | Intl Flavors & Fragrances | -0.3% | -77.61% | Trim |
| 47 | POWL | Powell Industries Inc | -0.4% | -29.35% | Trim |
| 48 | MSFT | Microsoft CORP | -0.4% | -13.77% | Trim |
| 49 | NOC | Northrop Grumman CORP | -0.4% | -99.42% | Trim |
| 50 | GLW | Corning Inc | -0.5% | -50.48% | 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 689 disclosed positions in Q1 2025.
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, SPTS, IEF) accounted for 10.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
GLPI
市值: $464.3K
Top Position Liquidated / Trimmed
P
前期市值: $125.7K
During Q1 2025, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.3%)、SPTS (2.4%)、IEF (2.4%). The largest single position, SPIB, represented 3.3% of total portfolio value.
In Q1 2025, 1620 Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 21 holdings, and fully liquidating 2 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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