1620 INVESTMENT ADVISORS, INC.

Filed: 2/9/2024ACC: 0001951757-24-000229

📋 What this filing means

1620 INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $91.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

136

Positions

$91.52M

Total AUM (reported)

1.95M

Total Shares

Allocation by class

COM$48.77M53.3%

PORTFOLIO INTRMD$3.58M3.9%

7-10 YR TRSY BD$3.24M3.5%

SHS$3.15M3.4%

MSCI EAFE STRTGC$2.95M3.2%

SHRT NAT MUN ETF$2.17M2.4%

PORTFOLIO SH TSR$1.90M2.1%

Portfolio Concentration

Top 3$9.76M10.7%

4–10$14.45M15.8%

11–25$19.58M21.4%

Rest$47.73M52.2%

Top 3 weight

10.7%

Top 10 weight

26.5%

Voting Authority Distribution

Total shares with voting rights: 1.95M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

32.00

% of voting shares0.0%

None

No voting authority

1.95M

% of voting shares100.0%

Investment Discretion (by position count)

Sole136

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings136

Rows:

SPDR SER TR

SOLE

PORTFOLIO INTRMD

Shares109.01K

TypeSH

Market value$3.58M

3.91%

Sole

0.00

Shared

0.00

None

109.01K

ISHARES TR

SOLE

7-10 YR TRSY BD

Shares33.57K

TypeSH

Market value$3.24M

3.54%

Sole

0.00

Shared

0.00

None

33.57K

SPDR INDEX SHS FDS

SOLE

MSCI EAFE STRTGC

Shares40.34K

TypeSH

Market value$2.95M

3.22%

Sole

0.00

Shared

0.00

None

40.34K

TRI CONTL CORP

SOLE

COM

Shares87.23K

TypeSH

Market value$2.51M

2.75%

Sole

0.00

Shared

0.00

None

87.23K

ISHARES TR

SOLE

SHRT NAT MUN ETF

Shares20.58K

TypeSH

Market value$2.17M

2.37%

Sole

0.00

Shared

5.00

None

20.58K

JPMORGAN CHASE & CO

SOLE

COM

Shares12.25K

TypeSH

Market value$2.08M

2.28%

Sole

0.00

Shared

0.00

None

12.25K

MICROSOFT CORP

SOLE

COM

Shares5.34K

TypeSH

Market value$2.01M

2.19%

Sole

0.00

Shared

0.00

None

5.34K

SPDR SER TR

SOLE

PORTFOLIO SH TSR

Shares65.32K

TypeSH

Market value$1.90M

2.07%

Sole

0.00

Shared

0.00

None

65.32K

TJX COS INC NEW

SOLE

COM

Shares20.15K

TypeSH

Market value$1.89M

2.07%

Sole

0.00

Shared

0.00

None

20.15K

ISHARES TR

SOLE

TIPS BD ETF

Shares17.51K

TypeSH

Market value$1.88M

2.06%

Sole

0.00

Shared

9.00

None

17.51K

APPLE INC

SOLE

COM

Shares9.76K

TypeSH

Market value$1.88M

2.05%

Sole

0.00

Shared

0.00

None

9.76K

EA SERIES TRUST

SOLE

FREEDOM 100 EM

Shares53.09K

TypeSH

Market value$1.75M

1.91%

Sole

0.00

Shared

0.00

None

53.09K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares32.43K

TypeSH

Market value$1.66M

1.82%

Sole

0.00

Shared

6.00

None

32.43K

SSGA ACTIVE ETF TR

SOLE

SPDR TR TACTIC

Shares35.64K

TypeSH

Market value$1.43M

1.57%

Sole

0.00

Shared

0.00

None

35.64K

EATON CORP PLC

SOLE

SHS

Shares5.70K

TypeSH

Market value$1.37M

1.50%

Sole

0.00

Shared

0.00

None

5.70K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares45.45K

TypeSH

Market value$1.31M

1.43%

Sole

0.00

Shared

0.00

None

45.45K

VANECK ETF TRUST

SOLE

INTRMDT MUNI ETF

Shares27.54K

TypeSH

Market value$1.29M

1.42%

Sole

0.00

Shared

0.00

None

27.54K

PEPSICO INC

SOLE

COM

Shares7.43K

TypeSH

Market value$1.26M

1.38%

Sole

0.00

Shared

0.00

None

7.43K

MICROCHIP TECHNOLOGY INC.

SOLE

COM

Shares13.88K

TypeSH

Market value$1.25M

1.37%

Sole

0.00

Shared

0.00

None

13.88K

ABBVIE INC

SOLE

COM

Shares7.42K

TypeSH

Market value$1.15M

1.26%

Sole

0.00

Shared

0.00

None

7.42K

CHEVRON CORP NEW

SOLE

COM

Shares7.57K

TypeSH

Market value$1.13M

1.23%

Sole

0.00

Shared

0.00

None

7.57K

SSGA ACTIVE TR

SOLE

SPDR DBLELN EMRG

Shares25.23K

TypeSH

Market value$1.06M

1.16%

Sole

0.00

Shared

0.00

None

25.23K

INTERNATIONAL BUSINESS MACHS

SOLE

COM

Shares6.42K

TypeSH

Market value$1.05M

1.15%

Sole

0.00

Shared

0.00

None

6.42K

VERIZON COMMUNICATIONS INC

SOLE

COM

Shares27.27K

TypeSH

Market value$1.03M

1.12%

Sole

0.00

Shared

0.00

None

27.27K

ARES CAPITAL CORP

SOLE

COM

Shares47.21K

TypeSH

Market value$945.7K

1.03%

Sole

0.00

Shared

0.00

None

47.21K

Issuer	Class	Shares	Type	Value / Portfolio %	Shared	None
SPDR SER TRSOLE	PORTFOLIO INTRMD	109.01K	SH	$3.58M 3.91%	0.00	109.01K
ISHARES TRSOLE	7-10 YR TRSY BD	33.57K	SH	$3.24M 3.54%	0.00	33.57K
SPDR INDEX SHS FDSSOLE	MSCI EAFE STRTGC	40.34K	SH	$2.95M 3.22%	0.00	40.34K
TRI CONTL CORPSOLE	COM	87.23K	SH	$2.51M 2.75%	0.00	87.23K
ISHARES TRSOLE	SHRT NAT MUN ETF	20.58K	SH	$2.17M 2.37%	5.00	20.58K
JPMORGAN CHASE & COSOLE	COM	12.25K	SH	$2.08M 2.28%	0.00	12.25K
MICROSOFT CORPSOLE	COM	5.34K	SH	$2.01M 2.19%	0.00	5.34K
SPDR SER TRSOLE	PORTFOLIO SH TSR	65.32K	SH	$1.90M 2.07%	0.00	65.32K
TJX COS INC NEWSOLE	COM	20.15K	SH	$1.89M 2.07%	0.00	20.15K
ISHARES TRSOLE	TIPS BD ETF	17.51K	SH	$1.88M 2.06%	9.00	17.51K
APPLE INCSOLE	COM	9.76K	SH	$1.88M 2.05%	0.00	9.76K
EA SERIES TRUSTSOLE	FREEDOM 100 EM	53.09K	SH	$1.75M 1.91%	0.00	53.09K
ISHARES TRSOLE	ISHS 1-5YR INVS	32.43K	SH	$1.66M 1.82%	6.00	32.43K
SSGA ACTIVE ETF TRSOLE	SPDR TR TACTIC	35.64K	SH	$1.43M 1.57%	0.00	35.64K
EATON CORP PLCSOLE	SHS	5.70K	SH	$1.37M 1.50%	0.00	5.70K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	45.45K	SH	$1.31M 1.43%	0.00	45.45K
VANECK ETF TRUSTSOLE	INTRMDT MUNI ETF	27.54K	SH	$1.29M 1.42%	0.00	27.54K
PEPSICO INCSOLE	COM	7.43K	SH	$1.26M 1.38%	0.00	7.43K
MICROCHIP TECHNOLOGY INC.SOLE	COM	13.88K	SH	$1.25M 1.37%	0.00	13.88K
ABBVIE INCSOLE	COM	7.42K	SH	$1.15M 1.26%	0.00	7.42K
CHEVRON CORP NEWSOLE	COM	7.57K	SH	$1.13M 1.23%	0.00	7.57K
SSGA ACTIVE TRSOLE	SPDR DBLELN EMRG	25.23K	SH	$1.06M 1.16%	0.00	25.23K
INTERNATIONAL BUSINESS MACHSSOLE	COM	6.42K	SH	$1.05M 1.15%	0.00	6.42K
VERIZON COMMUNICATIONS INCSOLE	COM	27.27K	SH	$1.03M 1.12%	0.00	27.27K
ARES CAPITAL CORPSOLE	COM	47.21K	SH	$945.7K 1.03%	0.00	47.21K

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