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CIK: 0001907281
Total reported value
$161.5M
$161.5M
649 檔
11.1%
At the close of Q3 2025, 1620 Investment Advisors, Inc. disclosed equity holdings valued at approximately $161.5M, spread across 649 reported holdings.
1620 Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 9 holdings and trimming 16 positions.
Showing top 200 holdings (of 649 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.11% | -0.20% | +2.10% | |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 2.53% | -0.14% | +2.97% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.32% | -0.19% | +4.63% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.12% | -0.02% | -4.90% | |
| 5 | TY | Tri-continental CORP | Stock-Other | 2.12% | -0.05% | +0.46% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.10% | -0.19% | -1.45% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.92% | +0.40% | +1.80% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.74% | +0.63% | +1.72% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.01% | -1.71% | |
| 10 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.63% | -0.33% | -1.64% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.61% | -0.13% | -1.13% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.02% | -1.47% | |
| 13 | JSI | Jh Securitized Income ETF | ETF-Other | 1.49% | -0.13% | +12.03% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 1.36% | -0.20% | -1.52% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.34% | -0.05% | -2.22% | |
| 16 | SUB | Ishares Short-term National | ETF-Other | 1.25% | -0.09% | -9.49% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | — | -1.61% | |
| 18 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.17% | -0.13% | -1.24% | |
| 19 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.16% | -0.05% | -27.01% | |
| 20 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.05% | -0.06% | +1.61% | |
| 21 | JHPI | John Hancock Preferred Incom | ETF-Other | 0.93% | -0.04% | +3.10% | |
| 22 | EPR | Epr Properties | Stock-Real Estate | 0.90% | +0.02% | +0.05% | |
| 23 | EMTL | Ss Doubleline Em Fi ETF | ETF-Other | 0.86% | -0.05% | +2.24% | |
| 24 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.83% | -0.06% | -1.54% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.34% | +0.01% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.81% | -0.18% | +0.73% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.80% | -0.06% | +1.06% | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.79% | -0.05% | +1.18% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.21% | +0.24% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | -0.04% | -2.61% | |
| 31 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.73% | -0.04% | -2.29% | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.73% | -0.24% | -0.97% | |
| 33 | SO | Southern Co/the | Stock-Utilities | 0.72% | -0.12% | -0.78% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | -0.16% | +5.83% | |
| 35 | GLW | Corning Inc | Stock-Tech | 0.67% | +0.40% | -0.30% | |
| 36 | POWL | Powell Industries Inc | Stock-Industrials | 0.67% | -0.17% | -2.45% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | +21.19% | |
| 38 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.64% | -0.05% | -10.01% | |
| 39 | FHI | Federated Hermes Inc | Stock-Financials | 0.62% | -0.07% | -0.91% | |
| 40 | MNRO | Monro Inc | Stock-Other | 0.62% | — | +143.63% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.60% | +0.18% | -0.71% | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | -0.03% | -20.92% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | — | -1.50% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.01% | -1.83% | |
| 45 | ARCC | Ares Capital CORP | Stock-Financials | 0.58% | -0.09% | +0.92% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.57% | -0.14% | +4.90% | |
| 47 | NTAP | Netapp Inc | Stock-Tech | 0.57% | +0.19% | -0.37% | |
| 48 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.56% | -0.08% | +29.78% | |
| 49 | LNC | Lincoln National CORP | Stock-Financials | 0.55% | -0.13% | +2.96% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.06% | -2.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +0.8% | -27.01% | Add |
| 2 | SCHR | Schwab Intermediate-term US | +0.4% | +0.73% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.22% | Trim |
| 4 | PFE | Pfizer Inc | +0.3% | +5.83% | Add |
| 5 | MO | Altria Group Inc | +0.3% | — | Add |
| 6 | MDT | Medtronic plc | +0.3% | +1.06% | Add |
| 7 | TFC | Truist Financial CORP | +0.3% | +161.92% | Add |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +1.80% | Add |
| 9 | VTRS | Viatris Inc | +0.3% | +8617.92% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.3% | -27.80% | Add |
| 11 | EPR | Epr Properties | +0.3% | +0.05% | Add |
| 12 | MSFT | Microsoft CORP | +0.3% | -1.47% | Add |
| 13 | GLW | Corning Inc | +0.3% | -0.30% | Add |
| 14 | MTN | Vail Resorts Inc | +0.3% | +25210.00% | Add |
| 15 | POWL | Powell Industries Inc | +0.2% | -2.45% | Trim |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +2.97% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.2% | -4.90% | Trim |
| 18 | ORCL | Oracle CORP | +0.2% | -18.15% | Trim |
| 19 | GD | General Dynamics CORP | +0.2% | +39.35% | Add |
| 20 | RTX | Rtx CORP | +0.1% | -1.52% | Trim |
| 21 | ETN | Eaton Corporation plc | +0.1% | -2.61% | Trim |
| 22 | AVGO | Broadcom Inc | +0.1% | -20.33% | Trim |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.46% | Trim |
| 24 | NTAP | Netapp Inc | +0.1% | -0.37% | Add |
| 25 | TPR | Tapestry Inc | +0.1% | -11.40% | Trim |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | -2.29% | Trim |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.83% | Add |
| 28 | JSI | Jh Securitized Income ETF | +0.1% | +12.03% | Add |
| 29 | AAPL | Apple Inc | 0% | -1.71% | Trim |
| 30 | TY | Tri-continental CORP | 0% | +0.46% | Add |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +4.63% | Add |
| 32 | SPIB | Ss Spdr P Int C CORP ETF | -0.2% | +2.10% | Add |
| 33 | CODI | Compass Diversified Holdings | -0.2% | -56.81% | Trim |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -25.32% | Trim |
| 35 | CAT | Caterpillar Inc | -0.2% | -2.17% | Trim |
| 36 | WMB | Williams Cos Inc | -0.3% | -42.65% | Trim |
| 37 | NSA | National Storage Affiliates | -0.4% | -78.30% | Trim |
| 38 | MNRO | Monro Inc | — | NEW | New buy |
| 39 | RNR 5.75 PERP FBond | Renaissancere Holdings L | — | EXIT | Sold out |
| 40 | TFLR | T Rowe Price Floating Rt ETF | — | NEW | New buy |
| 41 | ALL 4.75 PERP IBond | Allstate CORP | — | EXIT | Sold out |
| 42 | PSA 4.125 PERP MBond | Public Storage | — | EXIT | Sold out |
| 43 | FOUR 6 05-01-28Bond | Shift4 Payments Inc | — | NEW | New buy |
| 44 | PDCOEUR | Patterson Cos Inc | — | EXIT | Sold out |
| 45 | DRH 8.25 PERPBond | Diamondrock Hospitality | — | EXIT | Sold out |
| 46 | FSK | Fs Kkr Capital CORP | — | EXIT | Sold out |
| 47 | MS F PERP +ABond | Morgan Stanley | — | EXIT | Sold out |
| 48 | XRAY | Dentsply Sirona Inc | — | NEW | New buy |
| 49 | ✓ | — | EXIT | Sold out | |
| 50 | CODI 7.25 PERP ABond | Compass Diversif Holding | — | 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 649 disclosed positions in Q3 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, QEFA, IEF) accounted for 11.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
MNRO
市值: $906.2K
Top Position Liquidated / Trimmed
RNR 5.75 PERP F
前期市值: $622.1K
During Q3 2025, 1620 Investment Advisors, Inc.'s top holdings by market value included SPIB (3.1%)、QEFA (2.5%)、IEF (2.3%). The largest single position, SPIB, represented 3.1% of total portfolio value.
In Q3 2025, 1620 Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 9 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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