Filed: 10/7/2025ACC: 0001907281-25-000007
📋 What this filing means
1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 649 equity positions with a total reported market value of $147.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
649
Positions
$147.28M
Total AUM (reported)
2.75M
Total Shares
Allocation by class
COM$94.74M64.3%
ETF$46.46M31.5%
CEF$5.62M3.8%
PFD$466.4K0.3%
Portfolio Concentration
Top 3$11.73M8.0%
4–10$19.58M13.3%
11–25$25.71M17.5%
Rest$90.26M61.3%
Top 3 weight
8.0%
Top 10 weight
21.3%
Voting Authority Distribution
Total shares with voting rights: 5.49M
Sole
Full voting authority
2.75M
shares
% of voting shares50.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.75M
shares
% of voting shares50.0%
Investment Discretion (by position count)
Sole649
Shared0
Other0
Dominant voting typeNone · 50.0% of voting shares
Institutional Holdings649
Rows:
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
SOLEShares135.30K
TypeSH
Market value$4.59M
3.11%
Sole
135.30K
Shared
0.00
None
135.30K
SPDR MSCI EAFE STRATEGICFACTORS ETF
SOLEShares42.42K
TypeSH
Market value$3.73M
2.53%
Sole
42.42K
Shared
0.00
None
42.42K
ISHARES 7-10 YEAR TREASURY BOND ETF
SOLEShares35.45K
TypeSH
Market value$3.42M
2.32%
Sole
35.45K
Shared
0.00
None
35.45K
JPMORGAN CHASE & CO. COM
SOLEShares9.90K
TypeSH
Market value$3.12M
2.12%
Sole
9.90K
Shared
0.00
None
9.90K
TRI CONTL CORP COM
SOLEShares91.76K
TypeSH
Market value$3.12M
2.12%
Sole
91.76K
Shared
0.00
None
91.76K
SPDR PORTFOLIO SHORT TERM TREASURY ETF
SOLEShares105.55K
TypeSH
Market value$3.09M
2.10%
Sole
105.55K
Shared
0.00
None
105.55K
FREEDOM 100 EMERGING MARKETS ETF
SOLEShares63.70K
TypeSH
Market value$2.82M
1.92%
Sole
63.70K
Shared
0.00
None
63.70K
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
SOLEShares48.33K
TypeSH
Market value$2.56M
1.74%
Sole
48.33K
Shared
0.00
None
48.33K
APPLE INC COM
SOLEShares9.66K
TypeSH
Market value$2.46M
1.67%
Sole
9.66K
Shared
0.00
None
9.66K
TJX COS INC NEW COM
SOLEShares16.60K
TypeSH
Market value$2.40M
1.63%
Sole
16.60K
Shared
0.00
None
16.60K
SCHWAB US TIPS ETF
SOLEShares87.96K
TypeSH
Market value$2.37M
1.61%
Sole
87.96K
Shared
0.00
None
87.96K
MICROSOFT CORP COM
SOLEShares4.23K
TypeSH
Market value$2.19M
1.49%
Sole
4.23K
Shared
0.00
None
4.23K
JANUS HENDERSON SECURITIZED INCOME ETF
SOLEShares41.95K
TypeSH
Market value$2.19M
1.49%
Sole
41.95K
Shared
0.00
None
41.95K
RTX CORPORATION COM
SOLEShares12.01K
TypeSH
Market value$2.01M
1.36%
Sole
12.01K
Shared
0.00
None
12.01K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares7.06K
TypeSH
Market value$1.97M
1.34%
Sole
7.06K
Shared
0.00
None
7.06K
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
SOLEShares17.18K
TypeSH
Market value$1.83M
1.25%
Sole
17.18K
Shared
0.00
None
17.18K
ABBVIE INC COM
SOLEShares7.53K
TypeSH
Market value$1.74M
1.18%
Sole
7.53K
Shared
0.00
None
7.53K
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
SOLEShares42.36K
TypeSH
Market value$1.72M
1.17%
Sole
42.36K
Shared
0.00
None
42.36K
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
SOLEShares7.22K
TypeSH
Market value$1.70M
1.16%
Sole
7.22K
Shared
0.00
None
7.22K
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
SOLEShares52.17K
TypeSH
Market value$1.55M
1.05%
Sole
52.17K
Shared
0.00
None
52.17K
JOHN HANCOCK PREFERRED INCOME ETF
SOLEShares59.09K
TypeSH
Market value$1.37M
0.93%
Sole
59.09K
Shared
0.00
None
59.09K
EPR PPTYS COM SH BEN INT
SOLEShares22.85K
TypeSH
Market value$1.33M
0.90%
Sole
22.85K
Shared
0.00
None
22.85K
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
SOLEShares29K
TypeSH
Market value$1.27M
0.86%
Sole
29K
Shared
0.00
None
29K
VANECK INTERMEDIATE MUNI ETF
SOLEShares26.32K
TypeSH
Market value$1.23M
0.83%
Sole
26.32K
Shared
0.00
None
26.32K
CHEVRON CORP NEW COM
SOLEShares7.88K
TypeSH
Market value$1.22M
0.83%
Sole
7.88K
Shared
0.00
None
7.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSOLE | ETF | 135.30K | SH | $4.59M 3.11% | 135.30K | 0.00 | 135.30K |
SPDR MSCI EAFE STRATEGICFACTORS ETFSOLE | ETF | 42.42K | SH | $3.73M 2.53% | 42.42K | 0.00 | 42.42K |
ISHARES 7-10 YEAR TREASURY BOND ETFSOLE | ETF | 35.45K | SH | $3.42M 2.32% | 35.45K | 0.00 | 35.45K |
JPMORGAN CHASE & CO. COMSOLE | COM | 9.90K | SH | $3.12M 2.12% | 9.90K | 0.00 | 9.90K |
TRI CONTL CORP COMSOLE | CEF | 91.76K | SH | $3.12M 2.12% | 91.76K | 0.00 | 91.76K |
SPDR PORTFOLIO SHORT TERM TREASURY ETFSOLE | ETF | 105.55K | SH | $3.09M 2.10% | 105.55K | 0.00 | 105.55K |
FREEDOM 100 EMERGING MARKETS ETFSOLE | ETF | 63.70K | SH | $2.82M 1.92% | 63.70K | 0.00 | 63.70K |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFSOLE | ETF | 48.33K | SH | $2.56M 1.74% | 48.33K | 0.00 | 48.33K |
APPLE INC COMSOLE | COM | 9.66K | SH | $2.46M 1.67% | 9.66K | 0.00 | 9.66K |
TJX COS INC NEW COMSOLE | COM | 16.60K | SH | $2.40M 1.63% | 16.60K | 0.00 | 16.60K |
SCHWAB US TIPS ETFSOLE | ETF | 87.96K | SH | $2.37M 1.61% | 87.96K | 0.00 | 87.96K |
MICROSOFT CORP COMSOLE | COM | 4.23K | SH | $2.19M 1.49% | 4.23K | 0.00 | 4.23K |
JANUS HENDERSON SECURITIZED INCOME ETFSOLE | ETF | 41.95K | SH | $2.19M 1.49% | 41.95K | 0.00 | 41.95K |
RTX CORPORATION COMSOLE | COM | 12.01K | SH | $2.01M 1.36% | 12.01K | 0.00 | 12.01K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 7.06K | SH | $1.97M 1.34% | 7.06K | 0.00 | 7.06K |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFSOLE | ETF | 17.18K | SH | $1.83M 1.25% | 17.18K | 0.00 | 17.18K |
ABBVIE INC COMSOLE | COM | 7.53K | SH | $1.74M 1.18% | 7.53K | 0.00 | 7.53K |
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFSOLE | ETF | 42.36K | SH | $1.72M 1.17% | 42.36K | 0.00 | 42.36K |
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSOLE | COM | 7.22K | SH | $1.70M 1.16% | 7.22K | 0.00 | 7.22K |
VANECK FALLEN ANGEL HIGH YIELD BOND ETFSOLE | ETF | 52.17K | SH | $1.55M 1.05% | 52.17K | 0.00 | 52.17K |
JOHN HANCOCK PREFERRED INCOME ETFSOLE | ETF | 59.09K | SH | $1.37M 0.93% | 59.09K | 0.00 | 59.09K |
EPR PPTYS COM SH BEN INTSOLE | COM | 22.85K | SH | $1.33M 0.90% | 22.85K | 0.00 | 22.85K |
SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETFSOLE | ETF | 29K | SH | $1.27M 0.86% | 29K | 0.00 | 29K |
VANECK INTERMEDIATE MUNI ETFSOLE | ETF | 26.32K | SH | $1.23M 0.83% | 26.32K | 0.00 | 26.32K |
CHEVRON CORP NEW COMSOLE | COM | 7.88K | SH | $1.22M 0.83% | 7.88K | 0.00 | 7.88K |
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