1620 INVESTMENT ADVISORS, INC. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$150.0M

Holdings

647

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (647 positions)

#StockSharesValue% PortfolioType
1
SPIBSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
139,475$4.7M3.14%
2
QEFASPDR MSCI EAFE STRATEGICFACTORS ETF
42,631$3.9M2.58%
3
IEFISHARES 7-10 YEAR TREASURY BOND ETF
36,155$3.5M2.32%
4
FRDMFREEDOM 100 EMERGING MARKETS ETF
62,131$3.2M2.12%
5
SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
105,913$3.1M2.07%
6
TYTRI CONTL CORP COM
92,338$3.0M2.01%
7
AVESAVANTIS EMERGING MARKETS VALUE ETF
50,525$2.9M1.96%
8
JPMJPMORGAN CHASE & CO. COM
8,897$2.9M1.91%
9
AAPLAPPLE INC COM
9,399$2.6M1.70%
10
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
48,313$2.6M1.70%
11
TJXTJX COS INC NEW COM
16,093$2.5M1.65%
12
SCHPSCHWAB US TIPS ETF
89,482$2.4M1.58%
13
JSIJANUS HENDERSON SECURITIZED INCOME ETF
43,565$2.3M1.51%
14
RTXRTX CORPORATION COM
11,869$2.2M1.45%
15
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
7,011$2.1M1.42%
16
MSFTMICROSOFT CORP COM
4,160$2.0M1.34%
17
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
16,843$1.8M1.20%
18
ABBVABBVIE INC COM
7,517$1.7M1.14%
19
TOTLSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
39,087$1.6M1.05%
20
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
52,607$1.5M1.03%
21
JHPIJOHN HANCOCK PREFERRED INCOME ETF
62,456$1.4M0.95%
22
NVSNNOVARTIS AG SPONSORED ADR
9,034$1.2M0.83%
23
EMTLSTATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
28,570$1.2M0.82%
24
ITMVANECK INTERMEDIATE MUNI ETF
26,082$1.2M0.82%
25
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
4,433$1.2M0.81%
26
CVXCHEVRON CORP NEW COM
7,939$1.2M0.81%
27
MDTMEDTRONIC PLC SHS
12,431$1.2M0.80%
28
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF
45,070$1.1M0.75%
29
EPREPR PPTYS COM SH BEN INT
21,787$1.1M0.72%
30
GLWCORNING INC COM
11,784$1.0M0.69%
31
POWLPOWELL INDS INC COM
3,185$1.0M0.68%
32
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
10,867$1.0M0.67%
33
BACVERIZON COMMUNICATIONS INC COM
24,403$993K0.66%
34
SOSOUTHERN CO COM
11,359$990K0.66%
35
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
1,880$945K0.63%
36
QUSSTATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
5,395$939K0.63%
37
JCIJOHNSON CTLS INTL PLC SHS
7,834$938K0.63%
38
IBMINTERNATIONAL BUSINESS MACHS COM
3,109$921K0.61%
39
BMYBRISTOL-MYERS SQUIBB CO COM
16,994$916K0.61%
40
AZNASTRAZENECA PLC SPONSORED ADR
9,932$913K0.61%
41
LNCLINCOLN NATL CORP IND COM
20,470$911K0.61%
42
PFEPFIZER INC COM
36,367$905K0.60%
43
MOATVANECK MORNINGSTAR WIDE MOAT ETF
8,686$899K0.60%
44
MPCMARATHON PETE CORP COM
5,524$898K0.60%
45
ETNEATON CORP PLC SHS
2,802$892K0.59%
46
FHIFEDERATED HERMES INC CL B
17,044$887K0.59%
47
GOOGLALPHABET INC CAP STK CL A
2,802$877K0.58%
48
MNROMONRO INC COM
42,783$857K0.57%
49
ARCCARES CAPITAL CORP COM
41,888$847K0.56%
50
WMTWALMART INC COM
7,529$838K0.56%
51
GILDGILEAD SCIENCES INC COM
6,475$794K0.53%
52
AVGOBROADCOM INC COM
2,290$792K0.53%
53
BXBLACKSTONE INC COM
5,122$789K0.53%
54
AMZNAMAZON COM INC COM
3,405$785K0.52%
55
TPRTAPESTRY INC COM
5,981$764K0.51%
56
TYGTORTOISE ENERGY INFRA CORP COM
18,506$756K0.50%
57
NTAPNETAPP INC COM
7,013$751K0.50%
58
PEPPEPSICO INC COM
5,203$746K0.50%
59
HDHOME DEPOT INC COM
2,165$744K0.50%
60
DISDISNEY WALT CO COM
6,523$742K0.49%
61
KMIKINDER MORGAN INC DEL COM
26,901$739K0.49%
62
TFCTRUIST FINL CORP COM
13,974$687K0.46%
63
ADCAGREE RLTY CORP COM
9,483$683K0.46%
64
TRVTRAVELERS COMPANIES INC COM
2,339$678K0.45%
65
MDLZMONDELEZ INTL INC CL A
12,360$665K0.44%
66
RPMRPM INTL INC COM
6,394$665K0.44%
67
LEALEAR CORP COM NEW
5,775$661K0.44%
68
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF
14,448$659K0.44%
69
XOMEXXON MOBIL CORP COM
5,452$656K0.44%
70
PGXINVESCO PREFERRED ETF
55,665$625K0.42%
71
TFLRT. ROWE PRICE FLOATING RATE ETF
12,135$623K0.42%
72
DRHDIAMONDROCK HOSPITALITY CO COM
68,048$609K0.41%
73
INVHINVITATION HOMES INC COM
21,631$601K0.40%
74
RLRALPH LAUREN CORP CL A
1,684$595K0.40%
75
TAT&T INC COM
23,965$595K0.40%
76
STWDSTARWOOD PPTY TR INC COM
32,480$584K0.39%
77
HTGCHERCULES CAPITAL INC COM
30,993$583K0.39%
78
GDGENERAL DYNAMICS CORP COM
1,725$580K0.39%
79
JNJJOHNSON & JOHNSON COM
2,786$576K0.38%
80
VTRSVIATRIS INC COM
46,205$575K0.38%
81
OUTOUTFRONT MEDIA INC COM NEW
23,040$555K0.37%
82
PANWPALO ALTO NETWORKS INC COM
2,962$545K0.36%
83
PEGPUBLIC SVC ENTERPRISE GRP INC COM
6,702$538K0.36%
84
DDOMINION ENERGY INC COM
9,121$534K0.36%
85
ORCLORACLE CORP COM
2,667$519K0.35%
86
RRYDER SYS INC COM
2,663$509K0.34%
87
CAHCARDINAL HEALTH INC COM
2,431$499K0.33%
88
WMBWILLIAMS COS INC COM
8,241$495K0.33%
89
AESAES CORP COM
34,240$491K0.33%
90
RITMRITHM CAPITAL CORP COM NEW
44,846$488K0.33%
91
LNGCHENIERE ENERGY INC COM NEW
2,457$477K0.32%
92
PNWPINNACLE WEST CAP CORP COM
5,240$464K0.31%
93
CFGCITIZENS FINL GROUP INC COM
7,909$461K0.31%
94
SCHOSCHWAB SHORT-TERM US TREASURY ETF
18,796$458K0.31%
95
MGAMAGNA INTL INC COM
8,232$438K0.29%
96
SMGSCOTTS MIRACLE-GRO CO CL A
7,522$438K0.29%
97
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
4,553$438K0.29%
98
GQ9SPDR GOLD SHARES
1,105$437K0.29%
99
ALEXALEXANDER & BALDWIN INC NEW COM
21,045$434K0.29%
100
ABTABBOTT LABS COM
3,444$431K0.29%
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