Filed: 8/7/2025ACC: 0001907281-25-000004
📋 What this filing means
1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 681 equity positions with a total reported market value of $141.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
681
Positions
$141.02M
Total AUM (reported)
2.84M
Total Shares
Allocation by class
COM$90.59M64.2%
ETF$47.36M33.6%
PFD$2.91M2.1%
REIT$97.9K0.1%
STOCK$58.7K0.0%
Portfolio Concentration
Top 3$11.21M7.9%
4–10$18.59M13.2%
11–25$23.82M16.9%
Rest$87.40M62.0%
Top 3 weight
7.9%
Top 10 weight
21.1%
Voting Authority Distribution
Total shares with voting rights: 5.68M
Sole
Full voting authority
2.84M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.84M
shares
% of voting shares50.0%
Investment Discretion (by position count)
Sole681
Shared0
Other0
Dominant voting typeNone · 50.0% of voting shares
Institutional Holdings681
Rows:
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares132.52K
TypeSH
Market value$4.45M
3.16%
Sole
132.52K
Shared
0.00
None
132.52K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares41.20K
TypeSH
Market value$3.52M
2.49%
Sole
41.20K
Shared
0.00
None
41.20K
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares33.88K
TypeSH
Market value$3.24M
2.30%
Sole
33.88K
Shared
0.00
None
33.88K
SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares107.09K
TypeSH
Market value$3.14M
2.22%
Sole
107.09K
Shared
0.00
None
107.09K
JPMORGAN CHASE & CO. COM
SOLEShares10.41K
TypeSH
Market value$3.02M
2.14%
Sole
10.41K
Shared
0.00
None
10.41K
TRI CONTL CORP COM
SOLEShares91.34K
TypeSH
Market value$2.89M
2.05%
Sole
91.34K
Shared
0.00
None
91.34K
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares62.57K
TypeSH
Market value$2.53M
1.79%
Sole
62.57K
Shared
0.00
None
62.57K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares47.52K
TypeSH
Market value$2.51M
1.78%
Sole
47.52K
Shared
0.00
None
47.52K
SCHWAB US TIPS ETF
SOLEShares88.97K
TypeSH
Market value$2.37M
1.68%
Sole
88.97K
Shared
0.00
None
88.97K
MICROSOFT CORP COM
SOLEShares4.30K
TypeSH
Market value$2.14M
1.52%
Sole
4.30K
Shared
0.00
None
4.30K
TJX COS INC NEW COM
SOLEShares16.88K
TypeSH
Market value$2.08M
1.48%
Sole
16.88K
Shared
0.00
None
16.88K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares18.98K
TypeSH
Market value$2.02M
1.43%
Sole
18.98K
Shared
0.00
None
18.98K
APPLE INC COM
SOLEShares9.82K
TypeSH
Market value$2.02M
1.43%
Sole
9.82K
Shared
0.00
None
9.82K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares37.44K
TypeSH
Market value$1.97M
1.40%
Sole
37.44K
Shared
0.00
None
37.44K
RTX CORPORATION COM
SOLEShares12.20K
TypeSH
Market value$1.78M
1.26%
Sole
12.20K
Shared
0.00
None
12.20K
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares42.89K
TypeSH
Market value$1.72M
1.22%
Sole
42.89K
Shared
0.00
None
42.89K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.22K
TypeSH
Market value$1.64M
1.16%
Sole
7.22K
Shared
0.00
None
7.22K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares51.34K
TypeSH
Market value$1.50M
1.07%
Sole
51.34K
Shared
0.00
None
51.34K
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SOLEShares9.89K
TypeSH
Market value$1.43M
1.01%
Sole
9.89K
Shared
0.00
None
9.89K
ABBVIE INC COM
SOLEShares7.65K
TypeSH
Market value$1.42M
1.01%
Sole
7.65K
Shared
0.00
None
7.65K
EPR PPTYS COM SH BEN INT
SOLEShares22.84K
TypeSH
Market value$1.33M
0.94%
Sole
22.84K
Shared
0.00
None
22.84K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares57.31K
TypeSH
Market value$1.29M
0.92%
Sole
57.31K
Shared
0.00
None
57.31K
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares28.37K
TypeSH
Market value$1.22M
0.87%
Sole
28.37K
Shared
0.00
None
28.37K
VANECK INTERMEDIATE MUNI ETF
SOLEShares26.73K
TypeSH
Market value$1.22M
0.86%
Sole
26.73K
Shared
0.00
None
26.73K
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
SOLEShares47.13K
TypeSH
Market value$1.18M
0.84%
Sole
47.13K
Shared
0.00
None
47.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 132.52K | SH | $4.45M 3.16% | 132.52K | 0.00 | 132.52K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 41.20K | SH | $3.52M 2.49% | 41.20K | 0.00 | 41.20K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 33.88K | SH | $3.24M 2.30% | 33.88K | 0.00 | 33.88K |
SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 107.09K | SH | $3.14M 2.22% | 107.09K | 0.00 | 107.09K |
JPMORGAN CHASE & CO. COMSOLE | COM | 10.41K | SH | $3.02M 2.14% | 10.41K | 0.00 | 10.41K |
TRI CONTL CORP COMSOLE | ETF | 91.34K | SH | $2.89M 2.05% | 91.34K | 0.00 | 91.34K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 62.57K | SH | $2.53M 1.79% | 62.57K | 0.00 | 62.57K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 47.52K | SH | $2.51M 1.78% | 47.52K | 0.00 | 47.52K |
SCHWAB US TIPS ETFSOLE | ETF | 88.97K | SH | $2.37M 1.68% | 88.97K | 0.00 | 88.97K |
MICROSOFT CORP COMSOLE | COM | 4.30K | SH | $2.14M 1.52% | 4.30K | 0.00 | 4.30K |
TJX COS INC NEW COMSOLE | COM | 16.88K | SH | $2.08M 1.48% | 16.88K | 0.00 | 16.88K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 18.98K | SH | $2.02M 1.43% | 18.98K | 0.00 | 18.98K |
APPLE INC COMSOLE | COM | 9.82K | SH | $2.02M 1.43% | 9.82K | 0.00 | 9.82K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 37.44K | SH | $1.97M 1.40% | 37.44K | 0.00 | 37.44K |
RTX CORPORATION COMSOLE | COM | 12.20K | SH | $1.78M 1.26% | 12.20K | 0.00 | 12.20K |
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 42.89K | SH | $1.72M 1.22% | 42.89K | 0.00 | 42.89K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.22K | SH | $1.64M 1.16% | 7.22K | 0.00 | 7.22K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 51.34K | SH | $1.50M 1.07% | 51.34K | 0.00 | 51.34K |
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSOLE | COM | 9.89K | SH | $1.43M 1.01% | 9.89K | 0.00 | 9.89K |
ABBVIE INC COMSOLE | COM | 7.65K | SH | $1.42M 1.01% | 7.65K | 0.00 | 7.65K |
EPR PPTYS COM SH BEN INTSOLE | COM | 22.84K | SH | $1.33M 0.94% | 22.84K | 0.00 | 22.84K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 57.31K | SH | $1.29M 0.92% | 57.31K | 0.00 | 57.31K |
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 28.37K | SH | $1.22M 0.87% | 28.37K | 0.00 | 28.37K |
VANECK INTERMEDIATE MUNI ETFSOLE | ETF | 26.73K | SH | $1.22M 0.86% | 26.73K | 0.00 | 26.73K |
SCHWAB INTERMEDIATE-TERM US TREASURY ETFSOLE | ETF | 47.13K | SH | $1.18M 0.84% | 47.13K | 0.00 | 47.13K |
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