Filed: 5/14/2025ACC: 0001907281-25-000002
📋 What this filing means
1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 689 equity positions with a total reported market value of $130.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
689
Positions
$130.66M
Total AUM (reported)
2.71M
Total Shares
Allocation by class
COM$84.13M64.4%
ETF$43.50M33.3%
PFD$3.02M2.3%
Portfolio Concentration
Top 3$10.49M8.0%
4–10$17.54M13.4%
11–25$22.22M17.0%
Rest$80.41M61.5%
Top 3 weight
8.0%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 5.43M
Sole
Full voting authority
2.71M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.71M
shares
% of voting shares50.0%
Investment Discretion (by position count)
Sole689
Shared0
Other0
Dominant voting typeNone · 50.0% of voting shares
Institutional Holdings689
Rows:
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares128.24K
TypeSH
Market value$4.26M
3.26%
Sole
128.24K
Shared
0.00
None
128.24K
SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares106.67K
TypeSH
Market value$3.12M
2.39%
Sole
106.67K
Shared
0.00
None
106.67K
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares32.63K
TypeSH
Market value$3.11M
2.38%
Sole
32.63K
Shared
0.00
None
32.63K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares38.61K
TypeSH
Market value$3.05M
2.33%
Sole
38.61K
Shared
0.00
None
38.61K
TRI CONTL CORP COM
SOLEShares91.23K
TypeSH
Market value$2.80M
2.14%
Sole
91.23K
Shared
0.00
None
91.23K
JPMORGAN CHASE & CO. COM
SOLEShares10.37K
TypeSH
Market value$2.54M
1.95%
Sole
10.37K
Shared
0.00
None
10.37K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares45.14K
TypeSH
Market value$2.36M
1.81%
Sole
45.14K
Shared
0.00
None
45.14K
SCHWAB US TIPS ETF
SOLEShares87.11K
TypeSH
Market value$2.34M
1.79%
Sole
87.11K
Shared
0.00
None
87.11K
TJX COS INC NEW COM
SOLEShares18.81K
TypeSH
Market value$2.29M
1.75%
Sole
18.81K
Shared
0.00
None
18.81K
APPLE INC COM
SOLEShares9.69K
TypeSH
Market value$2.15M
1.65%
Sole
9.69K
Shared
0.00
None
9.69K
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares60.16K
TypeSH
Market value$2.11M
1.61%
Sole
60.16K
Shared
0.00
None
60.16K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares18.89K
TypeSH
Market value$1.99M
1.53%
Sole
18.89K
Shared
0.00
None
18.89K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares35.69K
TypeSH
Market value$1.87M
1.43%
Sole
35.69K
Shared
0.00
None
35.69K
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares40.69K
TypeSH
Market value$1.64M
1.25%
Sole
40.69K
Shared
0.00
None
40.69K
RTX CORPORATION COM
SOLEShares12.10K
TypeSH
Market value$1.60M
1.23%
Sole
12.10K
Shared
0.00
None
12.10K
MICROSOFT CORP COM
SOLEShares4.23K
TypeSH
Market value$1.59M
1.21%
Sole
4.23K
Shared
0.00
None
4.23K
ABBVIE INC COM
SOLEShares7.49K
TypeSH
Market value$1.57M
1.20%
Sole
7.49K
Shared
0.00
None
7.49K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares49.79K
TypeSH
Market value$1.44M
1.10%
Sole
49.79K
Shared
0.00
None
49.79K
CHEVRON CORP NEW COM
SOLEShares7.76K
TypeSH
Market value$1.30M
0.99%
Sole
7.76K
Shared
0.00
None
7.76K
VANECK INTERMEDIATE MUNI ETF
SOLEShares28.02K
TypeSH
Market value$1.28M
0.98%
Sole
28.02K
Shared
0.00
None
28.02K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares54.77K
TypeSH
Market value$1.23M
0.94%
Sole
54.77K
Shared
0.00
None
54.77K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.16K
TypeSH
Market value$1.19M
0.91%
Sole
7.16K
Shared
0.00
None
7.16K
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares27.49K
TypeSH
Market value$1.18M
0.91%
Sole
27.49K
Shared
0.00
None
27.49K
VERIZON COMMUNICATIONS INC COM
SOLEShares25.27K
TypeSH
Market value$1.15M
0.88%
Sole
25.27K
Shared
0.00
None
25.27K
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
SOLEShares11.79K
TypeSH
Market value$1.09M
0.83%
Sole
11.79K
Shared
0.00
None
11.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 128.24K | SH | $4.26M 3.26% | 128.24K | 0.00 | 128.24K |
SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 106.67K | SH | $3.12M 2.39% | 106.67K | 0.00 | 106.67K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 32.63K | SH | $3.11M 2.38% | 32.63K | 0.00 | 32.63K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 38.61K | SH | $3.05M 2.33% | 38.61K | 0.00 | 38.61K |
TRI CONTL CORP COMSOLE | ETF | 91.23K | SH | $2.80M 2.14% | 91.23K | 0.00 | 91.23K |
JPMORGAN CHASE & CO. COMSOLE | COM | 10.37K | SH | $2.54M 1.95% | 10.37K | 0.00 | 10.37K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 45.14K | SH | $2.36M 1.81% | 45.14K | 0.00 | 45.14K |
SCHWAB US TIPS ETFSOLE | ETF | 87.11K | SH | $2.34M 1.79% | 87.11K | 0.00 | 87.11K |
TJX COS INC NEW COMSOLE | COM | 18.81K | SH | $2.29M 1.75% | 18.81K | 0.00 | 18.81K |
APPLE INC COMSOLE | COM | 9.69K | SH | $2.15M 1.65% | 9.69K | 0.00 | 9.69K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 60.16K | SH | $2.11M 1.61% | 60.16K | 0.00 | 60.16K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 18.89K | SH | $1.99M 1.53% | 18.89K | 0.00 | 18.89K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 35.69K | SH | $1.87M 1.43% | 35.69K | 0.00 | 35.69K |
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 40.69K | SH | $1.64M 1.25% | 40.69K | 0.00 | 40.69K |
RTX CORPORATION COMSOLE | COM | 12.10K | SH | $1.60M 1.23% | 12.10K | 0.00 | 12.10K |
MICROSOFT CORP COMSOLE | COM | 4.23K | SH | $1.59M 1.21% | 4.23K | 0.00 | 4.23K |
ABBVIE INC COMSOLE | COM | 7.49K | SH | $1.57M 1.20% | 7.49K | 0.00 | 7.49K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 49.79K | SH | $1.44M 1.10% | 49.79K | 0.00 | 49.79K |
CHEVRON CORP NEW COMSOLE | COM | 7.76K | SH | $1.30M 0.99% | 7.76K | 0.00 | 7.76K |
VANECK INTERMEDIATE MUNI ETFSOLE | ETF | 28.02K | SH | $1.28M 0.98% | 28.02K | 0.00 | 28.02K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 54.77K | SH | $1.23M 0.94% | 54.77K | 0.00 | 54.77K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.16K | SH | $1.19M 0.91% | 7.16K | 0.00 | 7.16K |
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 27.49K | SH | $1.18M 0.91% | 27.49K | 0.00 | 27.49K |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 25.27K | SH | $1.15M 0.88% | 25.27K | 0.00 | 25.27K |
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE | ETF | 11.79K | SH | $1.09M 0.83% | 11.79K | 0.00 | 11.79K |
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