1620 INVESTMENT ADVISORS, INC. Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$141.0M

Holdings

681

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (681 positions)

#	Stock	Shares	Value	% Portfolio
1	SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF	132,523	$4.5M	3.16%
2	QEFASPDR MSCI EAFE STRATEGICFACTORS ETF	41,197	$3.5M	2.49%
3	IEFISHARES 7-10 YEAR TREASURY BOND ETF	33,879	$3.2M	2.30%
4	SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF	107,094	$3.1M	2.22%
5	JPMJPMORGAN CHASE & CO. COM	10,407	$3.0M	2.14%
6	TYTRI CONTL CORP COM	91,342	$2.9M	2.05%
7	FRDMFREEDOM 100 EMERGING MARKETS ETF	62,574	$2.5M	1.79%
8	IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF	47,516	$2.5M	1.78%
9	SCHPSCHWAB US TIPS ETF	88,972	$2.4M	1.68%
10	MSFTMICROSOFT CORP COM	4,297	$2.1M	1.52%
11	TJXTJX COS INC NEW COM	16,876	$2.1M	1.48%
12	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	18,985	$2.0M	1.43%
13	AAPLAPPLE INC COM	9,825	$2.0M	1.43%
14	JSIJANUS HENDERSON SECURITIZED INCOME ETF	37,440	$2.0M	1.40%
15	RTXRTX CORPORATION COM	12,200	$1.8M	1.26%
16	TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF	42,894	$1.7M	1.22%
17	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	7,221	$1.6M	1.16%
18	ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF	51,344	$1.5M	1.07%
19	STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS	9,889	$1.4M	1.01%
20	ABBVABBVIE INC COM	7,653	$1.4M	1.01%
21	EPREPR PPTYS COM SH BEN INT	22,842	$1.3M	0.94%
22	JHPIJOHN HANCOCK PREFERRED INCOME ETF	57,308	$1.3M	0.92%
23	EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF	28,369	$1.2M	0.87%
24	ITMVANECK INTERMEDIATE MUNI ETF	26,729	$1.2M	0.86%
25	SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF	47,130	$1.2M	0.84%
26	IBMINTERNATIONAL BUSINESS MACHS COM	3,958	$1.2M	0.83%
27	CVXCHEVRON CORP NEW COM	7,875	$1.1M	0.80%
28	BACVERIZON COMMUNICATIONS INC COM	25,649	$1.1M	0.79%
29	NVSNNOVARTIS AG SPONSORED ADR	8,958	$1.1M	0.77%
30	MDTMEDTRONIC PLC SHS	12,303	$1.1M	0.76%
31	BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND	11,604	$1.1M	0.76%
32	ETNEATON CORP PLC SHS	2,986	$1.1M	0.76%
33	SOSOUTHERN CO COM	11,340	$1.0M	0.74%
34	QUSSPDR MSCI USA STRATEGICFACTORS ETF	6,103	$995K	0.71%
35	MPCMARATHON PETE CORP COM	5,724	$951K	0.67%
36	PFEPFIZER INC COM	38,236	$927K	0.66%
37	ARCCARES CAPITAL CORP COM	41,586	$913K	0.65%
38	WMBWILLIAMS COS INC COM	14,376	$903K	0.64%
39	JCIJOHNSON CTLS INTL PLC SHS	8,079	$853K	0.61%
40	KMIKINDER MORGAN INC DEL COM	27,839	$818K	0.58%
41	TYGTORTOISE ENERGY INFRA CORP COM	18,510	$812K	0.58%
42	MDLZMONDELEZ INTL INC CL A	12,041	$812K	0.58%
43	AVGOBROADCOM INC COM	2,941	$811K	0.57%
44	HDHOME DEPOT INC COM	2,196	$805K	0.57%
45	WMTWALMART INC COM	8,110	$793K	0.56%
46	FHIFEDERATED HERMES INC CL B	17,730	$786K	0.56%
47	BXBLACKSTONE INC COM	5,239	$784K	0.56%
48	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	1,600	$778K	0.55%
49	DISDISNEY WALT CO COM	6,264	$777K	0.55%
50	AMZNAMAZON COM INC COM	3,488	$765K	0.54%
51	MOATVANECK MORNINGSTAR WIDE MOAT ETF	8,094	$759K	0.54%
52	NTAPNETAPP INC COM	7,081	$755K	0.54%
53	TAT&T INC COM	25,922	$750K	0.53%
54	GILDGILEAD SCIENCES INC COM	6,524	$723K	0.51%
55	ORCLORACLE CORP COM	3,245	$710K	0.50%
56	RPMRPM INTL INC COM	6,397	$703K	0.50%
57	POWLPOWELL INDS INC COM	3,302	$695K	0.49%
58	AZNASTRAZENECA PLC SPONSORED ADR	9,944	$695K	0.49%
59	INVHINVITATION HOMES INC COM	20,881	$685K	0.49%
60	LNCLINCOLN NATL CORP IND COM	19,645	$680K	0.48%
61	IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF	14,740	$670K	0.47%
62	PEPPEPSICO INC COM	5,053	$667K	0.47%
63	STWDSTARWOOD PPTY TR INC COM	33,115	$665K	0.47%
64	BMYBRISTOL-MYERS SQUIBB CO COM	14,109	$653K	0.46%
65	SCHOSCHWAB SHORT-TERM US TREASURY ETF	26,476	$645K	0.46%
66	ADCAGREE RLTY CORP COM	8,739	$639K	0.45%
67	GLWCORNING INC COM	12,063	$634K	0.45%
68	TRVTRAVELERS COMPANIES INC COM	2,365	$633K	0.45%
69	PGXINVESCO PREFERRED ETF	56,400	$628K	0.45%
70	RNR 5.75 PERP FRENAISSANCERE HLDGS LTD 5.750 PFD F	29,098	$617K	0.44%
71	TPRTAPESTRY INC COM	6,985	$613K	0.43%
72	LNGCHENIERE ENERGY INC COM NEW	2,468	$601K	0.43%
73	XOMEXXON MOBIL CORP COM	5,462	$589K	0.42%
74	HTGCHERCULES CAPITAL INC COM	31,345	$573K	0.41%
75	CAHCARDINAL HEALTH INC COM	3,334	$560K	0.40%
76	LEALEAR CORP COM NEW	5,832	$554K	0.39%
77	TFLRT. ROWE PRICE FLOATING RATE ETF	10,412	$535K	0.38%
78	PEGPUBLIC SVC ENTERPRISE GRP INC COM	6,264	$527K	0.37%
79	MLB1MERCADOLIBRE INC COM	198	$518K	0.37%
80	RITMRITHM CAPITAL CORP COM NEW	45,549	$514K	0.36%
81	ALL 4.75 PERP IALLSTATE CORP 4.75 DP SH PF I	26,784	$511K	0.36%
82	DDOMINION ENERGY INC COM	9,002	$509K	0.36%
83	DRHDIAMONDROCK HOSPITALITY CO COM	66,190	$507K	0.36%
84	PANWPALO ALTO NETWORKS INC COM	2,440	$499K	0.35%
85	PSA 4.125 PERP MPUBLIC STORAGE OPER CO 4.125 DP SH PF M	30,062	$498K	0.35%
86	GOOGLALPHABET INC CAP STK CL A	2,826	$498K	0.35%
87	RLRALPH LAUREN CORP CL A	1,789	$491K	0.35%
88	KMBKIMBERLY-CLARK CORP COM	3,668	$473K	0.34%
89	OKEONEOK INC NEW COM	5,782	$472K	0.33%
90	ABTABBOTT LABS COM	3,449	$469K	0.33%
91	DRIDARDEN RESTAURANTS INC COM	2,133	$465K	0.33%
92	GRMNGARMIN LTD SHS	2,220	$463K	0.33%
93	STZCONSTELLATION BRANDS INC CL A	2,822	$459K	0.33%
94	PNWPINNACLE WEST CAP CORP COM	5,017	$449K	0.32%
95	MOALTRIA GROUP INC COM	7,600	$446K	0.32%
96	JNJJOHNSON & JOHNSON COM	2,818	$431K	0.31%
97	RRYDER SYS INC COM	2,696	$429K	0.30%
98	GLPIGAMING & LEISURE PPTYS INC COM	9,121	$426K	0.30%
99	CUZCOUSINS PPTYS INC COM NEW	13,957	$419K	0.30%
100	EPDENTERPRISE PRODS PARTNERS L P COM	13,373	$415K	0.29%

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