1620 INVESTMENT ADVISORS, INC. Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$147.3B
Holdings
649
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (649 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 135,304 | $4.6B | 3.11% | |
| 2 | QEFASPDR MSCI EAFE STRATEGICFACTORS ETF | 42,421 | $3.7B | 2.53% | |
| 3 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 35,447 | $3.4B | 2.32% | |
| 4 | JPMJPMORGAN CHASE & CO. COM | 9,897 | $3.1B | 2.12% | |
| 5 | TYTRI CONTL CORP COM | 91,759 | $3.1B | 2.12% | |
| 6 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 105,545 | $3.1B | 2.10% | |
| 7 | FRDMFREEDOM 100 EMERGING MARKETS ETF | 63,700 | $2.8B | 1.92% | |
| 8 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48,334 | $2.6B | 1.74% | |
| 9 | AAPLAPPLE INC COM | 9,657 | $2.5B | 1.67% | |
| 10 | TJXTJX COS INC NEW COM | 16,600 | $2.4B | 1.63% | |
| 11 | SCHPSCHWAB US TIPS ETF | 87,964 | $2.4B | 1.61% | |
| 12 | MSFTMICROSOFT CORP COM | 4,234 | $2.2B | 1.49% | |
| 13 | JSIJANUS HENDERSON SECURITIZED INCOME ETF | 41,945 | $2.2B | 1.49% | |
| 14 | RTXRTX CORPORATION COM | 12,014 | $2.0B | 1.36% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7,061 | $2.0B | 1.34% | |
| 16 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 17,184 | $1.8B | 1.25% | |
| 17 | ABBVABBVIE INC COM | 7,530 | $1.7B | 1.18% | |
| 18 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 42,362 | $1.7B | 1.17% | |
| 19 | STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 7,218 | $1.7B | 1.16% | |
| 20 | ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF | 52,171 | $1.6B | 1.05% | |
| 21 | JHPIJOHN HANCOCK PREFERRED INCOME ETF | 59,087 | $1.4B | 0.93% | |
| 22 | EPREPR PPTYS COM SH BEN INT | 22,853 | $1.3B | 0.90% | |
| 23 | EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 29,005 | $1.3B | 0.86% | |
| 24 | ITMVANECK INTERMEDIATE MUNI ETF | 26,317 | $1.2B | 0.83% | |
| 25 | CVXCHEVRON CORP NEW COM | 7,876 | $1.2B | 0.83% | |
| 26 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 47,475 | $1.2B | 0.81% | |
| 27 | MDTMEDTRONIC PLC SHS | 12,434 | $1.2B | 0.80% | |
| 28 | NVSNNOVARTIS AG SPONSORED ADR | 9,064 | $1.2B | 0.79% | |
| 29 | BACVERIZON COMMUNICATIONS INC COM | 25,710 | $1.1B | 0.77% | |
| 30 | ETNEATON CORP PLC SHS | 2,908 | $1.1B | 0.74% | |
| 31 | MPCMARATHON PETE CORP COM | 5,593 | $1.1B | 0.73% | |
| 32 | BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 11,492 | $1.1B | 0.73% | |
| 33 | SOSOUTHERN CO COM | 11,252 | $1.1B | 0.72% | |
| 34 | PFEPFIZER INC COM | 40,465 | $1.0B | 0.70% | |
| 35 | GLWCORNING INC COM | 12,027 | $986.5M | 0.67% | |
| 36 | POWLPOWELL INDS INC COM | 3,221 | $981.8M | 0.67% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 1,939 | $974.6M | 0.66% | |
| 38 | QUSSPDR MSCI USA STRATEGICFACTORS ETF | 5,492 | $940.2M | 0.64% | |
| 39 | FHIFEDERATED HERMES INC CL B | 17,569 | $912.3M | 0.62% | |
| 40 | MNROMONRO INC COM | 50,431 | $906.2M | 0.62% | |
| 41 | BXBLACKSTONE INC COM | 5,202 | $888.7M | 0.60% | |
| 42 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,130 | $883.2M | 0.60% | |
| 43 | HDHOME DEPOT INC COM | 2,163 | $876.4M | 0.60% | |
| 44 | JCIJOHNSON CTLS INTL PLC SHS | 7,931 | $872.0M | 0.59% | |
| 45 | ARCCARES CAPITAL CORP COM | 41,968 | $856.6M | 0.58% | |
| 46 | MOATVANECK MORNINGSTAR WIDE MOAT ETF | 8,491 | $841.5M | 0.57% | |
| 47 | NTAPNETAPP INC COM | 7,055 | $835.7M | 0.57% | |
| 48 | BMYBRISTOL-MYERS SQUIBB CO COM | 18,310 | $825.8M | 0.56% | |
| 49 | LNCLINCOLN NATL CORP IND COM | 20,226 | $815.7M | 0.55% | |
| 50 | WMTWALMART INC COM | 7,895 | $813.7M | 0.55% | |
| 51 | TYGTORTOISE ENERGY INFRA CORP COM | 18,477 | $796.2M | 0.54% | |
| 52 | AVGOBROADCOM INC COM | 2,343 | $772.8M | 0.52% | |
| 53 | AZNASTRAZENECA PLC SPONSORED ADR | 9,988 | $766.3M | 0.52% | |
| 54 | MDLZMONDELEZ INTL INC CL A | 12,232 | $764.1M | 0.52% | |
| 55 | TFCTRUIST FINL CORP COM | 16,679 | $762.6M | 0.52% | |
| 56 | KMIKINDER MORGAN INC DEL COM | 26,902 | $761.6M | 0.52% | |
| 57 | RPMRPM INTL INC COM | 6,416 | $756.3M | 0.51% | |
| 58 | AMZNAMAZON COM INC COM | 3,432 | $753.6M | 0.51% | |
| 59 | ORCLORACLE CORP COM | 2,656 | $746.9M | 0.51% | |
| 60 | DISDISNEY WALT CO COM | 6,523 | $746.9M | 0.51% | |
| 61 | PEPPEPSICO INC COM | 5,214 | $732.3M | 0.50% | |
| 62 | GILDGILEAD SCIENCES INC COM | 6,467 | $717.9M | 0.49% | |
| 63 | TPRTAPESTRY INC COM | 6,189 | $700.7M | 0.48% | |
| 64 | GOOGLALPHABET INC CAP STK CL A | 2,813 | $683.9M | 0.46% | |
| 65 | IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 14,743 | $678.8M | 0.46% | |
| 66 | TAT&T INC COM | 24,023 | $678.4M | 0.46% | |
| 67 | ADCAGREE RLTY CORP COM | 9,464 | $672.3M | 0.46% | |
| 68 | PGXINVESCO PREFERRED ETF | 56,543 | $655.9M | 0.45% | |
| 69 | TRVTRAVELERS COMPANIES INC COM | 2,340 | $653.3M | 0.44% | |
| 70 | INVHINVITATION HOMES INC COM | 22,158 | $649.9M | 0.44% | |
| 71 | STWDSTARWOOD PPTY TR INC COM | 32,932 | $637.9M | 0.43% | |
| 72 | XOMEXXON MOBIL CORP COM | 5,452 | $614.7M | 0.42% | |
| 73 | PANWPALO ALTO NETWORKS INC COM | 2,954 | $601.5M | 0.41% | |
| 74 | GDGENERAL DYNAMICS CORP COM | 1,753 | $597.8M | 0.41% | |
| 75 | LEALEAR CORP COM NEW | 5,877 | $591.3M | 0.40% | |
| 76 | HTGCHERCULES CAPITAL INC COM | 31,063 | $587.4M | 0.40% | |
| 77 | TFLRT. ROWE PRICE FLOATING RATE ETF | 11,230 | $577.8M | 0.39% | |
| 78 | LNGCHENIERE ENERGY INC COM NEW | 2,452 | $576.2M | 0.39% | |
| 79 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 6,706 | $559.7M | 0.38% | |
| 80 | DDOMINION ENERGY INC COM | 9,121 | $557.9M | 0.38% | |
| 81 | RLRALPH LAUREN CORP CL A | 1,723 | $540.3M | 0.37% | |
| 82 | DRHDIAMONDROCK HOSPITALITY CO COM | 67,823 | $539.9M | 0.37% | |
| 83 | WMBWILLIAMS COS INC COM | 8,244 | $522.3M | 0.35% | |
| 84 | JNJJOHNSON & JOHNSON COM | 2,782 | $515.8M | 0.35% | |
| 85 | GRMNGARMIN LTD SHS | 2,085 | $513.2M | 0.35% | |
| 86 | RITMRITHM CAPITAL CORP COM NEW | 44,846 | $510.8M | 0.35% | |
| 87 | RRYDER SYS INC COM | 2,668 | $503.3M | 0.34% | |
| 88 | MOALTRIA GROUP INC COM | 7,600 | $502.1M | 0.34% | |
| 89 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 19,117 | $466.5M | 0.32% | |
| 90 | FOUR 6 05/01/28SHIFT4 PMTS INC 6 SER A CNV PREF | 4,916 | $466.4M | 0.32% | |
| 91 | KMBKIMBERLY-CLARK CORP COM | 3,726 | $463.3M | 0.31% | |
| 92 | PNWPINNACLE WEST CAP CORP COM | 5,165 | $463.1M | 0.31% | |
| 93 | MLB1MERCADOLIBRE INC COM | 197 | $460.5M | 0.31% | |
| 94 | DDDUPONT DE NEMOURS INC COM | 5,909 | $460.3M | 0.31% | |
| 95 | ABTABBOTT LABS COM | 3,432 | $459.7M | 0.31% | |
| 96 | VTRSVIATRIS INC COM | 46,205 | $457.4M | 0.31% | |
| 97 | CUZCOUSINS PPTYS INC COM NEW | 15,128 | $437.8M | 0.30% | |
| 98 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 15,880 | $433.5M | 0.29% | |
| 99 | HASIHA SUSTAINABLE INFRA CAP INC COM | 13,964 | $428.7M | 0.29% | |
| 100 | GLPIGAMING & LEISURE PPTYS INC COM | 9,121 | $425.1M | 0.29% |
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