1620 INVESTMENT ADVISORS, INC.
CIK: 0001907281SEC EDGAR →
Portfolio Value
$150.0M
Holdings
647
As of
Q4 2025
New Positions
30
Closed Positions
56
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 139,475 | $4.7M | 3.14% |
| 2 | SPDR MSCI EAFE STRATEGICFACTORS ETF | 42,631 | $3.9M | 2.58% |
| 3 | ISHARES 7-10 YEAR TREASURY BOND ETF | 36,155 | $3.5M | 2.32% |
| 4 | FREEDOM 100 EMERGING MARKETS ETF | 62,131 | $3.2M | 2.12% |
| 5 | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 105,913 | $3.1M | 2.07% |
| 6 | TRI CONTL CORP COM | 92,338 | $3.0M | 2.01% |
| 7 | AVANTIS EMERGING MARKETS VALUE ETF | 50,525 | $2.9M | 1.96% |
| 8 | JPMORGAN CHASE & CO. COM | 8,897 | $2.9M | 1.91% |
| 9 | APPLE INC COM | 9,399 | $2.6M | 1.70% |
| 10 | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48,313 | $2.6M | 1.70% |
Quarterly Changes
New Positions (32)
$491K · 34K shares
$438K · 8K shares
$363K · 6K shares
$261K · 3K shares
$159K · 2K shares
$114K · 2K shares
$95K · 1K shares
$77K · 2K shares
$59K · 1K shares
$40K · 1K shares
$40K · 2K shares
$34K · 4K shares
$31K · 484 shares
$27K · 612 shares
$23K · 340 shares
$18K · 105 shares
$18K · 3K shares
$11K · 160 shares
$11K · 296 shares
$11K · 252 shares
$11K · 320 shares
$8K · 135 shares
$8K · 695 shares
$5K · 100 shares
$5K · 140 shares
$4K · 2K shares
$3K · 115 shares
$3K · 110 shares
$2K · 600 shares
$1K · 109 shares
$0 · 5 shares
$0 · 8 shares
Closed Positions (34)
$425K · 9K shares
$333K · 6K shares
$54K · 2K shares
$40K · 2K shares
$39K · 6K shares
$34K · 4K shares
$33K · 670 shares
$32K · 545 shares
$29K · 600 shares
$25K · 533 shares
$24K · 447 shares
$13K · 105 shares
$10K · 3K shares
$9K · 456 shares
$8K · 184 shares
$7K · 400 shares
$6K · 600 shares
$6K · 200 shares
$5K · 200 shares
$4K · 10 shares
$4K · 36 shares
$3K · 600 shares
$2K · 20 shares
$2K · 17 shares
$2K · 8 shares
$2K · 50 shares
$1K · 15 shares
$801 · 75 shares
$562 · 50 shares
$458 · 50 shares
$449 · 10 shares
$342 · 10 shares
$165 · 35 shares
$98 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 202 | $65.6M | 43.8% |
| Technology | 85 | $20.5M | 13.7% |
| Healthcare | 52 | $11.4M | 7.6% |
| Consumer Cyclical | 56 | $11.2M | 7.5% |
| Industrials | 59 | $8.9M | 6.0% |
| Real Estate | 32 | $6.8M | 4.5% |
| Energy | 28 | $6.7M | 4.5% |
| Consumer Defensive | 35 | $4.9M | 3.3% |
| Unknown | 31 | $4.5M | 3.0% |
| Utilities | 23 | $3.9M | 2.6% |
| Communication Services | 16 | $2.9M | 1.9% |
| Basic Materials | 28 | $2.3M | 1.5% |