1620 INVESTMENT ADVISORS, INC. Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$130.7M

Holdings

689

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (689 positions)

StockValue
SCLSTEPAN CO COM
$17K
IVWISHARES S&P 500 GROWTH ETF
$16K
YUMCYUM CHINA HLDGS INC COM
$16K
MRPMILLROSE PPTYS INC COM CL A
$16K
SYNASYNAPTICS INC COM
$15K
ALBALBEMARLE CORP COM
$15K
CMCSACOMCAST CORP NEW CL A
$15K
HSYHERSHEY CO COM
$15K
DYHTARGET CORP COM
$14K
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$14K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$14K
HAUZDBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF
$14K
SCHWSCHWAB CHARLES CORP DEP SHS 1/40 PFD
$14K
NEENEXTERA ENERGY INC COM
$14K
CLFCLEVELAND-CLIFFS INC NEW COM
$14K
NFGNATIONAL FUEL GAS CO COM
$13K
DOLEDOLE PLC ORD SHS
$13K
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF
$13K
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
$12K
EBNDSPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF
$12K
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
$12K
SMOTVANECK MORNINGSTAR SMID MOAT ETF
$12K
NTNXNUTANIX INC CL A
$12K
SRTABLADE AIR MOBILITY INC CL A COM
$12K
EFAISHARES MSCI EAFE ETF
$12K
JBLUJETBLUE AWYS CORP COM
$12K
MYNBLACKROCK MUNIYIELD N Y QUALIT COM
$12K
NVONOVO-NORDISK A S ADR
$12K
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
$12K
WTMWHITE MTNS INS GROUP LTD COM
$12K
BACBANK AMERICA CORP COM
$12K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$11K
ITWILLINOIS TOOL WKS INC COM
$11K
SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$11K
DLR 5.85 PERP KDIGITAL RLTY TR INC 5.850 PFD SR K
$11K
SRESEMPRA COM
$11K
ZBHZIMMER BIOMET HOLDINGS INC COM
$11K
XLUUTILITIES SELECT SECTOR SPDR FUND
$11K
FNMA V8.25 PERP SFEDERAL NATL MTG ASSN PFD8.25SER S
$11K
SPOTSPOTIFY TECHNOLOGY S A SHS
$11K
SRGSERITAGE GROWTH PPTYS CL A
$11K
UALUNITED AIRLS HLDGS INC COM
$11K
VNOVORNADO RLTY TR SH BEN INT
$11K
MCDMCDONALDS CORP COM
$10K
FLTRVANECK IG FLOATING RATE ETF
$10K
CMCCOMMERCIAL METALS CO COM
$10K
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$10K
FCXFREEPORT-MCMORAN INC CL B
$10K
NVGNUVEEN AMT FREE MUN CR INC FD COM
$10K
SCHHSCHWAB U.S. REIT ETF
$10K
SCHXSCHWAB U.S. LARGE-CAP ETF
$10K
STLDSTEEL DYNAMICS INC COM
$10K
FEFIRSTENERGY CORP COM
$10K
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$9K
LOWLOWES COS INC COM
$9K
AMGAFFILIATED MANAGERS GROUP INC COM
$9K
CFCF INDS HLDGS INC COM
$9K
NGGNATIONAL GRID PLC ORD
$9K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$9K
INDBINDEPENDENT BK CORP MASS COM
$9K
WBDWARNER BROS DISCOVERY INC COM SER A
$9K
PSAPUBLIC STORAGE OPER CO COM
$9K
GISGENERAL MLS INC COM
$9K
KTBKONTOOR BRANDS INC COM
$8K
QCOMQUALCOMM INC COM
$8K
PCEFINVESCO CEF INCOME COMPOSITE ETF
$8K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$8K
IJRISHARES CORE S&P SMALL CAP ETF
$8K
ALSALLSTATE CORP COM
$8K
BHBBAR HBR BANKSHARES COM
$8K
SCHASCHWAB U.S. SMALL-CAP ETF
$8K
CNCCENTENE CORP DEL COM
$8K
AVDLAVADEL PHARMACEUTICALS PLC COM SHS
$8K
RBARB GLOBAL INC COM
$8K
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF
$8K
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF
$7K
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$7K
SNASNAP ON INC COM
$7K
HESHESS CORP COM
$7K
NUENUCOR CORP COM
$7K
PSA 3.95 PERP QPUBLIC STORAGE OPER CO 3.950 DEP PFD Q
$7K
PSXPHILLIPS 66 COM
$7K
CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT
$7K
IRINGERSOLL RAND INC COM
$7K
NTRANATERA INC COM
$7K
WDCWESTERN DIGITAL CORP COM
$7K
TFC 4.75 PERP RTRUIST FINL CORP DP SH RP PFD R
$7K
NMTNUVEEN MASSACHUSETS QLT MUN FD COM
$7K
KDKYNDRYL HLDGS INC COMMON STOCK
$7K
DGDOLLAR GEN CORP NEW COM
$7K
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$6K
WECWEC ENERGY GROUP INC COM
$6K
CBCHUBB LIMITED COM
$6K
MGKVANGUARD MEGA CAP GROWTH ETF
$6K
UPSUNITED PARCEL SERVICE INC CL B
$6K
HHYATT HOTELS CORP COM CL A
$6K
CSGPCOSTAR GROUP INC COM
$6K
PSA 3.9 PERP OPUBLIC STORAGE OPER CO 3.900 DEP PFD O
$6K
DEODIAGEO PLC SPON ADR NEW
$6K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$6K
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