1620 INVESTMENT ADVISORS, INC. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$130.7B
Holdings
689
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (689 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 128,238 | $4.3B | 3.26% | |
| 2 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 106,672 | $3.1B | 2.39% | |
| 3 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 32,625 | $3.1B | 2.38% | |
| 4 | QEFASPDR MSCI EAFE STRATEGICFACTORS ETF | 38,611 | $3.0B | 2.33% | |
| 5 | TYTRI CONTL CORP COM | 91,226 | $2.8B | 2.14% | |
| 6 | JPMJPMORGAN CHASE & CO. COM | 10,368 | $2.5B | 1.95% | |
| 7 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 45,137 | $2.4B | 1.81% | |
| 8 | SCHPSCHWAB US TIPS ETF | 87,108 | $2.3B | 1.79% | |
| 9 | TJXTJX COS INC NEW COM | 18,809 | $2.3B | 1.75% | |
| 10 | AAPLAPPLE INC COM | 9,691 | $2.2B | 1.65% | |
| 11 | FRDMFREEDOM 100 EMERGING MARKETS ETF | 60,164 | $2.1B | 1.61% | |
| 12 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 18,885 | $2.0B | 1.53% | |
| 13 | JSIJANUS HENDERSON SECURITIZED INCOME ETF | 35,689 | $1.9B | 1.43% | |
| 14 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 40,690 | $1.6B | 1.25% | |
| 15 | RTXRTX CORPORATION COM | 12,101 | $1.6B | 1.23% | |
| 16 | MSFTMICROSOFT CORP COM | 4,227 | $1.6B | 1.21% | |
| 17 | ABBVABBVIE INC COM | 7,490 | $1.6B | 1.20% | |
| 18 | ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF | 49,789 | $1.4B | 1.10% | |
| 19 | CVXCHEVRON CORP NEW COM | 7,763 | $1.3B | 0.99% | |
| 20 | ITMVANECK INTERMEDIATE MUNI ETF | 28,019 | $1.3B | 0.98% | |
| 21 | JHPIJOHN HANCOCK PREFERRED INCOME ETF | 54,774 | $1.2B | 0.94% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7,164 | $1.2B | 0.91% | |
| 23 | EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 27,488 | $1.2B | 0.91% | |
| 24 | BACVERIZON COMMUNICATIONS INC COM | 25,270 | $1.1B | 0.88% | |
| 25 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 11,790 | $1.1B | 0.83% | |
| 26 | SOSOUTHERN CO COM | 11,245 | $1.0B | 0.79% | |
| 27 | NVSNNOVARTIS AG SPONSORED ADR | 8,832 | $984.6M | 0.75% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,939 | $979.5M | 0.75% | |
| 29 | QUSSPDR MSCI USA STRATEGICFACTORS ETF | 5,859 | $918.1M | 0.70% | |
| 30 | ARCCARES CAPITAL CORP COM | 41,431 | $918.1M | 0.70% | |
| 31 | WMBWILLIAMS COS INC COM | 14,412 | $861.3M | 0.66% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO COM | 13,815 | $842.6M | 0.64% | |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,576 | $839.1M | 0.64% | |
| 34 | TYGTORTOISE ENERGY INFRA CORP COM | 19,380 | $834.3M | 0.64% | |
| 35 | MPCMARATHON PETE CORP COM | 5,658 | $824.3M | 0.63% | |
| 36 | ETNEATON CORP PLC SHS | 2,988 | $812.2M | 0.62% | |
| 37 | MDLZMONDELEZ INTL INC CL A | 11,755 | $797.6M | 0.61% | |
| 38 | EPREPR PPTYS COM SH BEN INT | 15,146 | $796.8M | 0.61% | |
| 39 | KMIKINDER MORGAN INC DEL COM | 27,875 | $795.3M | 0.61% | |
| 40 | HDHOME DEPOT INC COM | 2,166 | $793.8M | 0.61% | |
| 41 | PEPPEPSICO INC COM | 4,980 | $746.7M | 0.57% | |
| 42 | TAT&T INC COM | 25,947 | $733.8M | 0.56% | |
| 43 | RPMRPM INTL INC COM | 6,225 | $720.1M | 0.55% | |
| 44 | AZNASTRAZENECA PLC SPONSORED ADR | 9,738 | $715.8M | 0.55% | |
| 45 | FHIFEDERATED HERMES INC CL B | 17,491 | $713.1M | 0.55% | |
| 46 | BXBLACKSTONE INC COM | 5,066 | $708.1M | 0.54% | |
| 47 | LNCLINCOLN NATL CORP IND COM | 19,645 | $705.5M | 0.54% | |
| 48 | GILDGILEAD SCIENCES INC COM | 6,261 | $701.6M | 0.54% | |
| 49 | WMTWALMART INC COM | 7,918 | $695.2M | 0.53% | |
| 50 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 7,774 | $684.1M | 0.52% | |
| 51 | INVHINVITATION HOMES INC COM | 19,619 | $683.7M | 0.52% | |
| 52 | AMZNAMAZON COM INC COM | 3,503 | $666.4M | 0.51% | |
| 53 | PGXINVESCO PREFERRED ETF | 58,928 | $661.2M | 0.51% | |
| 54 | ADCAGREE RLTY CORP COM | 8,562 | $660.9M | 0.51% | |
| 55 | XOMEXXON MOBIL CORP COM | 5,494 | $653.4M | 0.50% | |
| 56 | STWDSTARWOOD PPTY TR INC COM | 32,856 | $649.6M | 0.50% | |
| 57 | JCIJOHNSON CTLS INTL PLC SHS | 7,929 | $635.2M | 0.49% | |
| 58 | IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 13,951 | $628.0M | 0.48% | |
| 59 | RNR 5.75 PERP FRENAISSANCERE HLDGS LTD 5.750 PFD F | 28,908 | $622.1M | 0.48% | |
| 60 | TRVTRAVELERS COMPANIES INC COM | 2,339 | $618.5M | 0.47% | |
| 61 | DISDISNEY WALT CO COM | 6,179 | $609.9M | 0.47% | |
| 62 | MDTMEDTRONIC PLC SHS | 6,762 | $607.6M | 0.47% | |
| 63 | HTGCHERCULES CAPITAL INC COM | 31,473 | $604.6M | 0.46% | |
| 64 | NTAPNETAPP INC COM | 6,785 | $596.0M | 0.46% | |
| 65 | LNGCHENIERE ENERGY INC COM NEW | 2,535 | $586.6M | 0.45% | |
| 66 | OKEONEOK INC NEW COM | 5,771 | $572.6M | 0.44% | |
| 67 | DRHDIAMONDROCK HOSPITALITY CO COM | 73,021 | $563.7M | 0.43% | |
| 68 | POWLPOWELL INDS INC COM | 3,285 | $559.5M | 0.43% | |
| 69 | MCHPMICROCHIP TECHNOLOGY INC. COM | 11,427 | $553.2M | 0.42% | |
| 70 | NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 13,976 | $550.7M | 0.42% | |
| 71 | RLRALPH LAUREN CORP CL A | 2,458 | $542.6M | 0.42% | |
| 72 | GLWCORNING INC COM | 11,775 | $539.0M | 0.41% | |
| 73 | RITMRITHM CAPITAL CORP COM NEW | 45,549 | $521.5M | 0.40% | |
| 74 | ALL 4.75 PERP IALLSTATE CORP 4.75 DP SH PF I | 26,799 | $521.2M | 0.40% | |
| 75 | PSA 4.125 PERP MPUBLIC STORAGE OPER CO 4.125 DP SH PF M | 30,236 | $517.3M | 0.40% | |
| 76 | AVGOBROADCOM INC COM | 3,086 | $516.6M | 0.40% | |
| 77 | KMBKIMBERLY-CLARK CORP COM | 3,542 | $503.7M | 0.39% | |
| 78 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 6,120 | $503.7M | 0.39% | |
| 79 | LEALEAR CORP COM NEW | 5,682 | $501.3M | 0.38% | |
| 80 | STZCONSTELLATION BRANDS INC CL A | 2,715 | $498.3M | 0.38% | |
| 81 | DDOMINION ENERGY INC COM | 8,758 | $491.1M | 0.38% | |
| 82 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 19,371 | $481.6M | 0.37% | |
| 83 | TPRTAPESTRY INC COM | 6,835 | $481.3M | 0.37% | |
| 84 | GRMNGARMIN LTD SHS | 2,207 | $479.1M | 0.37% | |
| 85 | PFEPFIZER INC COM | 18,720 | $474.4M | 0.36% | |
| 86 | BBYBEST BUY INC COM | 6,314 | $464.8M | 0.36% | |
| 87 | GLPIGAMING & LEISURE PPTYS INC COM | 9,121 | $464.3M | 0.36% | |
| 88 | JNJJOHNSON & JOHNSON COM | 2,759 | $457.5M | 0.35% | |
| 89 | ABTABBOTT LABS COM | 3,440 | $456.3M | 0.35% | |
| 90 | PNWPINNACLE WEST CAP CORP COM | 4,738 | $451.3M | 0.35% | |
| 91 | EPDENTERPRISE PRODS PARTNERS L P COM | 13,216 | $451.2M | 0.35% | |
| 92 | GOOGLALPHABET INC CAP STK CL A | 2,907 | $449.6M | 0.34% | |
| 93 | PDCOEURPATTERSON COS INC COM | 14,381 | $449.3M | 0.34% | |
| 94 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 5,430 | $449.2M | 0.34% | |
| 95 | CAHCARDINAL HEALTH INC COM | 3,220 | $443.6M | 0.34% | |
| 96 | ORCLORACLE CORP COM | 3,171 | $443.3M | 0.34% | |
| 97 | DDDUPONT DE NEMOURS INC COM | 5,804 | $433.4M | 0.33% | |
| 98 | DRIDARDEN RESTAURANTS INC COM | 2,057 | $427.4M | 0.33% | |
| 99 | PANWPALO ALTO NETWORKS INC COM | 2,443 | $416.8M | 0.32% | |
| 100 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 4,861 | $412.9M | 0.32% |
Page 1 of 7Next