Filed: 2/11/2025ACC: 0001907281-25-000001
📋 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 $131.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
705
Positions
$131.95M
Total AUM (reported)
2.69M
Total Shares
Allocation by class
COM$88.30M66.9%
ETF$40.60M30.8%
PFD$3.05M2.3%
Portfolio Concentration
Top 3$9.84M7.5%
4–10$17.02M12.9%
11–25$21.58M16.4%
Rest$83.51M63.3%
Top 3 weight
7.5%
Top 10 weight
20.4%
Voting Authority Distribution
Total shares with voting rights: 5.37M
Sole
Full voting authority
2.69M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.69M
shares
% 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 INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares123.24K
TypeSH
Market value$4.04M
3.06%
Sole
123.24K
Shared
0.00
None
123.24K
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares31.49K
TypeSH
Market value$2.91M
2.21%
Sole
31.49K
Shared
0.00
None
31.49K
SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares99.73K
TypeSH
Market value$2.89M
2.19%
Sole
99.73K
Shared
0.00
None
99.73K
TRI CONTL CORP COM
SOLEShares89.04K
TypeSH
Market value$2.82M
2.14%
Sole
89.04K
Shared
0.00
None
89.04K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares37.42K
TypeSH
Market value$2.71M
2.06%
Sole
37.42K
Shared
0.00
None
37.42K
JPMORGAN CHASE & CO. COM
SOLEShares10.41K
TypeSH
Market value$2.49M
1.89%
Sole
10.41K
Shared
0.00
None
10.41K
APPLE INC COM
SOLEShares9.74K
TypeSH
Market value$2.44M
1.85%
Sole
9.74K
Shared
0.00
None
9.74K
TJX COS INC NEW COM
SOLEShares18.88K
TypeSH
Market value$2.28M
1.73%
Sole
18.88K
Shared
0.00
None
18.88K
SCHWAB US TIPS ETF
SOLEShares84.08K
TypeSH
Market value$2.17M
1.65%
Sole
84.08K
Shared
0.00
None
84.08K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares40.53K
TypeSH
Market value$2.10M
1.59%
Sole
40.53K
Shared
0.00
None
40.53K
MICROSOFT CORP COM
SOLEShares4.90K
TypeSH
Market value$2.07M
1.57%
Sole
4.90K
Shared
0.00
None
4.90K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares19.26K
TypeSH
Market value$2.03M
1.54%
Sole
19.26K
Shared
0.00
None
19.26K
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares58.20K
TypeSH
Market value$1.90M
1.44%
Sole
58.20K
Shared
0.00
None
58.20K
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares39.91K
TypeSH
Market value$1.57M
1.19%
Sole
39.91K
Shared
0.00
None
39.91K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.26K
TypeSH
Market value$1.43M
1.09%
Sole
7.26K
Shared
0.00
None
7.26K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares49.40K
TypeSH
Market value$1.42M
1.07%
Sole
49.40K
Shared
0.00
None
49.40K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares27.14K
TypeSH
Market value$1.41M
1.07%
Sole
27.14K
Shared
0.00
None
27.14K
RTX CORPORATION COM
SOLEShares12.11K
TypeSH
Market value$1.40M
1.06%
Sole
12.11K
Shared
0.00
None
12.11K
ABBVIE INC COM
SOLEShares7.43K
TypeSH
Market value$1.32M
1.00%
Sole
7.43K
Shared
0.00
None
7.43K
VANECK INTERMEDIATE MUNI ETF
SOLEShares28.34K
TypeSH
Market value$1.31M
0.99%
Sole
28.34K
Shared
0.00
None
28.34K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares52.16K
TypeSH
Market value$1.17M
0.89%
Sole
52.16K
Shared
0.00
None
52.16K
INTERNATIONAL BUSINESS MACHS COM
SOLEShares5.34K
TypeSH
Market value$1.17M
0.89%
Sole
5.34K
Shared
0.00
None
5.34K
CHEVRON CORP NEW COM
SOLEShares7.80K
TypeSH
Market value$1.13M
0.86%
Sole
7.80K
Shared
0.00
None
7.80K
CORNING INC COM
SOLEShares23.78K
TypeSH
Market value$1.13M
0.86%
Sole
23.78K
Shared
0.00
None
23.78K
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares26.37K
TypeSH
Market value$1.11M
0.84%
Sole
26.37K
Shared
0.00
None
26.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 123.24K | SH | $4.04M 3.06% | 123.24K | 0.00 | 123.24K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 31.49K | SH | $2.91M 2.21% | 31.49K | 0.00 | 31.49K |
SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 99.73K | SH | $2.89M 2.19% | 99.73K | 0.00 | 99.73K |
TRI CONTL CORP COMSOLE | ETF | 89.04K | SH | $2.82M 2.14% | 89.04K | 0.00 | 89.04K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 37.42K | SH | $2.71M 2.06% | 37.42K | 0.00 | 37.42K |
JPMORGAN CHASE & CO. COMSOLE | COM | 10.41K | SH | $2.49M 1.89% | 10.41K | 0.00 | 10.41K |
APPLE INC COMSOLE | COM | 9.74K | SH | $2.44M 1.85% | 9.74K | 0.00 | 9.74K |
TJX COS INC NEW COMSOLE | COM | 18.88K | SH | $2.28M 1.73% | 18.88K | 0.00 | 18.88K |
SCHWAB US TIPS ETFSOLE | ETF | 84.08K | SH | $2.17M 1.65% | 84.08K | 0.00 | 84.08K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 40.53K | SH | $2.10M 1.59% | 40.53K | 0.00 | 40.53K |
MICROSOFT CORP COMSOLE | COM | 4.90K | SH | $2.07M 1.57% | 4.90K | 0.00 | 4.90K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 19.26K | SH | $2.03M 1.54% | 19.26K | 0.00 | 19.26K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 58.20K | SH | $1.90M 1.44% | 58.20K | 0.00 | 58.20K |
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 39.91K | SH | $1.57M 1.19% | 39.91K | 0.00 | 39.91K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.26K | SH | $1.43M 1.09% | 7.26K | 0.00 | 7.26K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 49.40K | SH | $1.42M 1.07% | 49.40K | 0.00 | 49.40K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 27.14K | SH | $1.41M 1.07% | 27.14K | 0.00 | 27.14K |
RTX CORPORATION COMSOLE | COM | 12.11K | SH | $1.40M 1.06% | 12.11K | 0.00 | 12.11K |
ABBVIE INC COMSOLE | COM | 7.43K | SH | $1.32M 1.00% | 7.43K | 0.00 | 7.43K |
VANECK INTERMEDIATE MUNI ETFSOLE | ETF | 28.34K | SH | $1.31M 0.99% | 28.34K | 0.00 | 28.34K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 52.16K | SH | $1.17M 0.89% | 52.16K | 0.00 | 52.16K |
INTERNATIONAL BUSINESS MACHS COMSOLE | COM | 5.34K | SH | $1.17M 0.89% | 5.34K | 0.00 | 5.34K |
CHEVRON CORP NEW COMSOLE | COM | 7.80K | SH | $1.13M 0.86% | 7.80K | 0.00 | 7.80K |
CORNING INC COMSOLE | COM | 23.78K | SH | $1.13M 0.86% | 23.78K | 0.00 | 23.78K |
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 26.37K | SH | $1.11M 0.84% | 26.37K | 0.00 | 26.37K |
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