1620 INVESTMENT ADVISORS, INC.

Filed: 10/25/2024ACC: 0001907281-24-000003

📋 What this filing means

1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 705 equity positions with a total reported market value of $138.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

705

Positions

$138.71M

Total AUM (reported)

2.61M

Total Shares

Allocation by class

COM$89.77M64.7%

ETF$45.54M32.8%

PFD$3.40M2.5%

Portfolio Concentration

Top 3$11.19M8.1%

4–10$18.04M13.0%

11–25$23.04M16.6%

Rest$86.45M62.3%

Top 3 weight

8.1%

Top 10 weight

21.1%

Voting Authority Distribution

Total shares with voting rights: 5.22M

Sole

Full voting authority

2.61M

% of voting shares50.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.61M

% of voting shares50.0%

Investment Discretion (by position count)

Sole705

Shared0

Other0

Dominant voting typeNone · 50.0% of voting shares

Institutional Holdings705

Rows:

SPDR Portfolio Intrmdt Term Corp Bd ETF

SOLE

ETF

Shares126.39K

TypeSH

Market value$4.26M

3.07%

Sole

126.39K

Shared

0.00

None

126.39K

iShares 7-10 Year Treasury Bond ETF

SOLE

ETF

Shares35.52K

TypeSH

Market value$3.49M

2.51%

Sole

35.52K

Shared

0.00

None

35.52K

SPDR MSCI EAFE StrategicFactors ETF

SOLE

ETF

Shares42.80K

TypeSH

Market value$3.44M

2.48%

Sole

42.80K

Shared

0.00

None

42.80K

SPDR S&P 600 Small Cap ETF

SOLE

ETF

Shares31.00

TypeSH

Market value$3.44M

2.48%

Sole

31.00

Shared

0.00

None

31.00

Tri Continental Corporation

SOLE

ETF

Shares88.40K

TypeSH

Market value$2.92M

2.11%

Sole

88.40K

Shared

0.00

None

88.40K

SPDR Ptf Short-Term Treasury ETF

SOLE

ETF

Shares97.85K

TypeSH

Market value$2.88M

2.07%

Sole

97.85K

Shared

0.00

None

97.85K

Apple Inc

SOLE

COM

Shares9.65K

TypeSH

Market value$2.25M

1.62%

Sole

9.65K

Shared

0.00

None

9.65K

JPMorgan Chase & CO

SOLE

COM

Shares10.58K

TypeSH

Market value$2.23M

1.61%

Sole

10.58K

Shared

0.00

None

10.58K

TJX Companies Inc

SOLE

COM

Shares18.55K

TypeSH

Market value$2.18M

1.57%

Sole

18.55K

Shared

0.00

None

18.55K

iShares Short Term Ntnl Muni Bond ETF

SOLE

ETF

Shares20.08K

TypeSH

Market value$2.13M

1.54%

Sole

20.08K

Shared

0.00

None

20.08K

iShares Short-Term Corporate Bond ETF

SOLE

ETF

Shares39.93K

TypeSH

Market value$2.10M

1.52%

Sole

39.93K

Shared

0.00

None

39.93K

Microsoft Corp

SOLE

COM

Shares4.81K

TypeSH

Market value$2.07M

1.49%

Sole

4.81K

Shared

0.00

None

4.81K

Freedom 100 Emerging Markets ETF

SOLE

ETF

Shares55.63K

TypeSH

Market value$1.99M

1.43%

Sole

55.63K

Shared

0.00

None

55.63K

Schwab U.S. TIPS ETF

SOLE

ETF

Shares36.36K

TypeSH

Market value$1.95M

1.41%

Sole

36.36K

Shared

0.00

None

36.36K

SPDR Doubleline Total Return Tactical ETF

SOLE

ETF

Shares40.15K

TypeSH

Market value$1.66M

1.20%

Sole

40.15K

Shared

0.00

None

40.15K

Abbvie, Inc.

SOLE

COM

Shares7.56K

TypeSH

Market value$1.49M

1.08%

Sole

7.56K

Shared

0.00

None

7.56K

RTX Corporation

SOLE

COM

Shares12.03K

TypeSH

Market value$1.46M

1.05%

Sole

12.03K

Shared

0.00

None

12.03K

Vaneck Vectors Amt-Free Intermediate Mun I

SOLE

ETF

Shares30.74K

TypeSH

Market value$1.44M

1.04%

Sole

30.74K

Shared

0.00

None

30.74K

VanEck Vectors Fallen Angel HiYld Bd ETF

SOLE

ETF

Shares48.37K

TypeSH

Market value$1.42M

1.03%

Sole

48.37K

Shared

0.00

None

48.37K

Pepsico Inc

SOLE

COM

Shares7.77K

TypeSH

Market value$1.32M

0.95%

Sole

7.77K

Shared

0.00

None

7.77K

Taiwan Semiconductor Manufacturing Co Ltd

SOLE

COM

Shares7.45K

TypeSH

Market value$1.29M

0.93%

Sole

7.45K

Shared

0.00

None

7.45K

Verizon Communications

SOLE

COM

Shares28.72K

TypeSH

Market value$1.29M

0.93%

Sole

28.72K

Shared

0.00

None

28.72K

IBM Corp

SOLE

COM

Shares5.49K

TypeSH

Market value$1.21M

0.88%

Sole

5.49K

Shared

0.00

None

5.49K

SPDR Doubleline Emerging Mkts Fxd Inc ETF

SOLE

ETF

Shares26.75K

TypeSH

Market value$1.16M

0.84%

Sole

26.75K

Shared

0.00

None

26.75K

Chevron Corporation

SOLE

COM

Shares7.88K

TypeSH

Market value$1.16M

0.84%

Sole

7.88K

Shared

0.00

None

7.88K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR Portfolio Intrmdt Term Corp Bd ETFSOLE	ETF	126.39K	SH	$4.26M 3.07%	126.39K	126.39K
iShares 7-10 Year Treasury Bond ETFSOLE	ETF	35.52K	SH	$3.49M 2.51%	35.52K	35.52K
SPDR MSCI EAFE StrategicFactors ETFSOLE	ETF	42.80K	SH	$3.44M 2.48%	42.80K	42.80K
SPDR S&P 600 Small Cap ETFSOLE	ETF	31.00	SH	$3.44M 2.48%	31.00	31.00
Tri Continental CorporationSOLE	ETF	88.40K	SH	$2.92M 2.11%	88.40K	88.40K
SPDR Ptf Short-Term Treasury ETFSOLE	ETF	97.85K	SH	$2.88M 2.07%	97.85K	97.85K
Apple IncSOLE	COM	9.65K	SH	$2.25M 1.62%	9.65K	9.65K
JPMorgan Chase & COSOLE	COM	10.58K	SH	$2.23M 1.61%	10.58K	10.58K
TJX Companies IncSOLE	COM	18.55K	SH	$2.18M 1.57%	18.55K	18.55K
iShares Short Term Ntnl Muni Bond ETFSOLE	ETF	20.08K	SH	$2.13M 1.54%	20.08K	20.08K
iShares Short-Term Corporate Bond ETFSOLE	ETF	39.93K	SH	$2.10M 1.52%	39.93K	39.93K
Microsoft CorpSOLE	COM	4.81K	SH	$2.07M 1.49%	4.81K	4.81K
Freedom 100 Emerging Markets ETFSOLE	ETF	55.63K	SH	$1.99M 1.43%	55.63K	55.63K
Schwab U.S. TIPS ETFSOLE	ETF	36.36K	SH	$1.95M 1.41%	36.36K	36.36K
SPDR Doubleline Total Return Tactical ETFSOLE	ETF	40.15K	SH	$1.66M 1.20%	40.15K	40.15K
Abbvie, Inc.SOLE	COM	7.56K	SH	$1.49M 1.08%	7.56K	7.56K
RTX CorporationSOLE	COM	12.03K	SH	$1.46M 1.05%	12.03K	12.03K
Vaneck Vectors Amt-Free Intermediate Mun ISOLE	ETF	30.74K	SH	$1.44M 1.04%	30.74K	30.74K
VanEck Vectors Fallen Angel HiYld Bd ETFSOLE	ETF	48.37K	SH	$1.42M 1.03%	48.37K	48.37K
Pepsico IncSOLE	COM	7.77K	SH	$1.32M 0.95%	7.77K	7.77K
Taiwan Semiconductor Manufacturing Co LtdSOLE	COM	7.45K	SH	$1.29M 0.93%	7.45K	7.45K
Verizon CommunicationsSOLE	COM	28.72K	SH	$1.29M 0.93%	28.72K	28.72K
IBM CorpSOLE	COM	5.49K	SH	$1.21M 0.88%	5.49K	5.49K
SPDR Doubleline Emerging Mkts Fxd Inc ETFSOLE	ETF	26.75K	SH	$1.16M 0.84%	26.75K	26.75K
Chevron CorporationSOLE	COM	7.88K	SH	$1.16M 0.84%	7.88K	7.88K

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