1620 INVESTMENT ADVISORS, INC.

Q1 2025 13F Holdings

  • Location
    plymouth, MA
  • Num holdings

    689

  • Value ($000)

    $130,657

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0001907281
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

ETF
78464A375
$4.26 M
3 %

128,238

KRE
KRE

SPDR PORTFOLIO SHORT TERM TREASURY ETF

ETF
78468R101
$3.12 M
2 %

106,672

IEF
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$3.11 M
2 %

32,625

---

SPDR MSCI EAFE STRATEGICFACTORS ETF

ETF
78463X434
$3.05 M
2 %

38,611

---

TRI CONTL CORP COM

ETF
895436103
$2.80 M
2 %

91,226

JPM
JPM

JPMORGAN CHASE & CO. COM

COM
46625H100
$2.54 M
2 %

10,368

IGSB
IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF
464288646
$2.36 M
2 %

45,137

SCHP
SCHP

SCHWAB US TIPS ETF

ETF
808524870
$2.34 M
2 %

87,108

---

TJX COS INC NEW COM

COM
872540109
$2.29 M
2 %

18,809

AAPL
AAPL

APPLE INC COM

COM
037833100
$2.15 M
2 %

9,691

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 689