1620 Investment Advisors, Inc.

CIK Number: 0001907281

130.65M
Market Value
654
# of Holdings
4 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPIB SPDR Portfolio ...
33.41
-0.15% 123.24K -2.49% 4.04M 35.5 3.06%
2 IEF iShares 7-10 Ye...
94.71
-0.4% 31.49K -11.33% 2.91M 106.32 2.21%
3 SPTS SPDR Portfolio ...
29.14
-0.07% 99.73K +1.92% 2.89M 28.9 2.19%
4 TY Tri-Continental...
32.04
+0.79% 89.04K +0.73% 2.82M 25.86 2.14%
5 QEFA SPDR MSCI EAFE ...
85.31
-0.44% 37.42K -12.57% 2.71M 60.39 2.06%
6 JPM JPMorgan Chase ...
295.86
+1.32% 10.41K -1.64% 2.49M 146.07 1.89%
7 AAPL Apple Inc.
213.34
+0.42% 9.74K +0.89% 2.44M 178.47 1.85%
8 TJX The TJX Compani...
125.86
+0.44% 18.88K +1.77% 2.28M 97.73 1.73%
9 SCHP Schwab U.S. TIP...
26.51
-0.15% 84.08K +131.24% 2.17M 25.87 1.65%
10 IGSB iShares 1-5 Yea...
52.48
-0.1% 40.53K +1.52% 2.1M 50.45 1.59%
11 MSFT Microsoft Corpo...
498.62
+1.53% 4.9K +1.93% 2.07M 338.52 1.57%
12 SUB iShares Short-T...
106.27
+0.04% 19.26K -4.06% 2.03M 105.25 1.54%
13 FRDM Freedom 100 Eme...
41.09
+0.81% 58.2K +4.63% 1.9M 28.37 1.44%
14 TOTL SPDR DoubleLine...
39.78
-0.26% 39.91K -0.6% 1.57M 40 1.19%
15 TSM Taiwan Semicond...
235.18
+0.68% 7.26K -2.56% 1.43M 118.57 1.09%
16 ANGL VanEck Fallen A...
29.18
-0.03% 49.4K +2.12% 1.42M 31.82 1.07%
17 JSI Janus Detroit S...
52.30
-0.04% 27.14K +100.00% 1.41M 51.81 1.07%
18 RTX RTX Corporation
145.79
+0.88% 12.11K +0.66% 1.4M 99.66 1.06%
19 ABBV AbbVie Inc.
189.28
-0.77% 7.43K -1.76% 1.32M 139.95 1.00%
20 ITM VanEck Intermed...
45.45
-0.07% 28.34K -7.82% 1.31M 46.41 0.99%
21 JHPI John Hancock Pr...
22.63
-0.12% 52.16K +4.86% 1.17M 22.2 0.89%
22 IBM International B...
291.97
+1.50% 5.34K -2.8% 1.17M 133.69 0.89%
23 CVX Chevron Corpora...
148.37
+0.27% 7.8K -1.05% 1.13M 122.91 0.86%
24 GLW Corning Incorpo...
53.04
+0.61% 23.78K -4.36% 1.13M 37.42 0.86%
25 EMTL SPDR DoubleLine...
42.99
+0.04% 26.37K -1.45% 1.11M 46.94 0.84%
26 ETN Eaton Corporati...
362.22
+1.13% 3.18K +0.79% 1.06M 166.66 0.80%
27 BOND PIMCO Active Bo...
91.45
-0.2% 11.43K +2.99% 1.03M 90.55 0.78%
28 POWL Powell Industri...
218.28
-0.11% 4.65K +100.00% 1.03M 221.65 0.78%
29 VZ Verizon Communi...
43.55
-0.09% 25.26K -12.05% 1.01M 44.83 0.77%
30 AVGO Broadcom Inc.
274.94
+1.87% 4.2K +7.66% 974.54K 141.92 0.74%
31 SO The Southern Co...
91.51
+0.39% 11.25K +1.42% 926.17K 76.51 0.70%
32 ARCC Ares Capital Co...
22.41
+0.67% 40.7K +2.75% 890.85K 21.17 0.68%
33 QUS SPDR MSCI USA S...
164.54
+0.79% 5.75K +3.81% 890.75K 115.11 0.68%
34 BX Blackstone Inc.
155.13
+1.02% 5K +0.40% 862.8K 123.45 0.65%
35 NVS Novartis AG
121.90
-1.54% 8.81K +0.31% 857.3K 106.4 0.65%
36 HD The Home Depot,...
371.68
-0.05% 2.18K +1.78% 847.22K 411.68 0.64%
37 TYG Tortoise Energy...
43.50
-0.23% 19.24K +100.00% 807.89K 42 0.61%
38 MPC Marathon Petrol...
176.05
+0.91% 5.67K +2.05% 790.35K 67.11 0.60%
39 NTAP NetApp, Inc.
106.01
-1.49% 6.78K -2% 786.65K 103.65 0.60%
40 WMB The Williams Co...
58.64
-0.85% 14.5K -3.89% 784.74K 42.39 0.59%
41 BMY Bristol-Myers S...
46.92
-1.49% 13.7K +47.43% 774.77K 54.35 0.59%
42 KMI Kinder Morgan, ...
28.41
-0.32% 28.22K +1.83% 773.17K 18.2 0.59%
43 RPM RPM Internation...
113.36
+0.22% 6.12K -0.75% 753.5K 109.02 0.57%
44 AMZN Amazon.com, Inc...
222.99
+1.40% 3.43K +1.69% 752.43K 165.45 0.57%
45 PEP PepsiCo, Inc.
135.50
-0.72% 4.92K -36.7% 747.81K 169.5 0.57%
46 BRK-B Berkshire Hatha...
485.00
+0.94% 1.57K -9.14% 711.91K 371.69 0.54%
47 FHI Federated Herme...
45.54
+0.55% 17.12K -0.59% 703.63K 33.88 0.53%
48 DIS The Walt Disney...
124.00
+0.83% 6.24K +1.76% 694.37K 134.1 0.53%
49 MDLZ Mondelez Intern...
68.99
-0.82% 11.54K +2.28% 689.36K 66.06 0.52%
50 PGX Invesco Preferr...
11.27
+0.04% 59.73K -4.24% 688.67K 14.44 0.52%
51 WMT Walmart Inc.
98.36
+0.77% 7.57K +3.11% 683.99K 49.72 0.52%
52 MCHP Microchip Techn...
72.90
-0.36% 11.73K +1.58% 672.8K 84.48 0.51%
53 EPR EPR Properties
59.50
+0.81% 15.07K +1.47% 667.35K 46.66 0.51%
54 MOAT VanEck Mornings...
96.86
+0.30% 7.09K +13.88% 657.51K 90.49 0.50%
55 DRH DiamondRock Hos...
8.00
+0.25% 72.64K +3.97% 655.97K 9.52 0.50%
56 HTGC Hercules Capita...
18.61
+0.11% 31.69K +0.18% 636.65K 16.64 0.48%
57 AZN AstraZeneca PLC
69.49
-2.31% 9.67K +0.29% 633.86K 59.32 0.48%
58 JCI Johnson Control...
106.71
+1.56% 7.88K -0.32% 622.33K 58.01 0.47%
59 INVH Invitation Home...
32.62
+0.34% 19.28K +2.92% 616.4K 32.08 0.47%
60 LNC Lincoln Nationa...
34.77
-0.57% 19.44K +0.30% 616.35K 31.6 0.47%
61 STWD Starwood Proper...
20.74
-0.05% 32.38K -4.74% 613.64K 18.83 0.47%
62 IGEB iShares Investm...
45.21
-0.2% 13.74K +12.23% 609.65K 44.4 0.46%
63 ADC Agree Realty Co...
71.97
-0.12% 8.47K +0.40% 596.98K 70.4 0.45%
64 T AT&T Inc.
28.30
-0.04% 26.16K +1.64% 595.69K 16.91 0.45%
65 XOM Exxon Mobil Cor...
112.20
+1.04% 5.5K -8.6% 591.83K 117.23 0.45%
66 OKE ONEOK, Inc.
82.14
0.00% 5.88K +1.94% 590.34K 74.82 0.45%
67 GD General Dynamic...
294.76
+0.29% 2.22K -0.71% 585.47K 261.1 0.44%
68 RL Ralph Lauren Co...
279.81
+1.93% 2.5K -1.31% 576.29K 106.83 0.44%
69 GILD Gilead Sciences...
111.75
+0.22% 6.18K +5.78% 571.32K 86.2 0.43%
70 IFF International F...
76.33
-0.39% 6.69K -0.1% 565.39K 81.63 0.43%
71 TRV The Travelers C...
264.13
+2.64% 2.27K +100.00% 546.98K 240.89 0.41%
72 STZ Constellation B...
172.32
-0.89% 2.45K +1.87% 540.79K 249.06 0.41%
73 BBY Best Buy Co., I...
72.10
+0.71% 6.3K +2.87% 540.71K 78.78 0.41%
74 LNG Cheniere Energy...
239.62
-0.27% 2.51K +5.12% 538.46K 146.69 0.41%
75 NSA National Storag...
32.61
+0.25% 13.9K +3.54% 527.1K 40.2 0.40%
76 GOOGL Alphabet Inc.
179.23
+0.33% 2.77K +0.69% 524.23K 147.6 0.40%
77 MDT Medtronic plc
88.39
+0.12% 6.53K +100.00% 521.62K 79.88 0.40%
78 ORCL Oracle Corporat...
237.08
+3.09% 3.05K +87.11% 507.89K 153.72 0.38%
79 PEG Public Service ...
81.17
-0.06% 6K +3.20% 507.12K 73.93 0.38%
80 PANW Palo Alto Netwo...
201.57
+2.34% 2.75K +109.14% 499.63K 135.45 0.38%
81 RITM Rithm Capital C...
11.73
+0.39% 46.03K +2.13% 498.56K 10.58 0.38%
82 NOC Northrop Grumma...
504.20
+1.06% 1.03K -1.53% 483.37K 435 0.37%
83 PFE Pfizer Inc.
25.39
+0.30% 18.09K -5.7% 479.96K 29.43 0.36%
84 MLR Miller Industri...
46.48
-0.17% 7.26K +0.28% 474.4K 35.84 0.36%
85 D Dominion Energy...
56.86
-0.98% 8.68K +3.25% 467.24K 48.3 0.35%
86 TPR Tapestry, Inc.
90.20
+4.30% 7.14K -0.85% 466.52K 42.03 0.35%
87 KMB Kimberly-Clark ...
130.76
-1.21% 3.5K +0.92% 457.96K 140.25 0.35%
88 GRMN Garmin Ltd.
214.77
+0.65% 2.22K +100.00% 457.38K 206.26 0.35%
89 SHY iShares 1-3 Yea...
82.41
-0.12% 5.43K -5.07% 445.15K 82 0.34%
90 LMT Lockheed Martin...
462.52
-0.01% 907 +7.21% 440.82K 455.44 0.33%
91 PDCO Patterson Compa...
31.33
-0.9% 14.26K +100.00% 440.09K 30.86 0.33%
92 NEWT Newtek Business...
12.15
+1.67% 33.85K +100.00% 432.21K 12.77 0.33%
93 R Ryder System, I...
171.57
-0.01% 2.73K +1.86% 429.01K 123.31 0.33%
94 STX Seagate Technol...
149.68
-1.49% 4.83K +2.61% 417.31K 102.29 0.32%
95 VFC V.F. Corporatio...
12.58
+0.80% 19.4K +0.21% 416.35K 17.14 0.32%
96 CUZ Cousins Propert...
29.72
+0.44% 13.51K +1.94% 414.07K 35.15 0.31%
97 EPD Enterprise Prod...
31.51
+0.22% 13.16K +2.24% 412.79K 26.48 0.31%
98 FSK FS KKR Capital ...
21.39
+0.38% 18.86K -2.61% 409.75K 20.14 0.31%
99 PNW Pinnacle West C...
90.42
+0.28% 4.68K +3.58% 396.98K 75.51 0.30%
100 JNJ Johnson & Johns...
156.01
+0.29% 2.71K +0.56% 392.44K 161.5 0.30%
101 EMB iShares J.P. Mo...
92.44
+0.12% 4.36K -0.46% 388.42K 99.51 0.29%
102 ABT Abbott Laborato...
134.44
+0.25% 3.4K -8.4% 385.01K 132.77 0.29%
103 CAH Cardinal Health...
164.93
+1.82% 3.21K +4.88% 379.06K 96.58 0.29%
104 IIPR Innovative Indu...
56.92
-0.26% 5.68K -2.45% 378.8K 73.29 0.29%
105 DRI Darden Restaura...
220.27
+0.43% 2.02K +9.86% 376.37K 145.56 0.29%
106 ALEX Alexander & Bal...
18.18
+0.94% 20.94K +4.38% 371.42K 23.5 0.28%
107 HASI Hannon Armstron...
27.26
+0.15% 13.76K -7.68% 369.13K 32.38 0.28%
108 DD DuPont de Nemou...
73.72
+1.06% 4.72K -4.97% 359.82K 78.79 0.27%
109 SYY Sysco Corporati...
77.18
-0.64% 4.57K +2.10% 349.62K 72.69 0.27%
110 TMO Thermo Fisher S...
429.33
+0.37% 671 +7.70% 348.85K 608.02 0.26%
111 CAT Caterpillar Inc...
397.86
-0.14% 958 +2.02% 347.35K 245.78 0.26%
112 SPG Simon Property ...
166.74
+0.54% 2.01K +2.08% 345.8K 147.06 0.26%
113 MELI MercadoLibre, I...
2514.05
+1.70% 203 +2.53% 345.6K 1375.41 0.26%
114 SKT Tanger Inc.
31.68
+0.99% 10.04K +0.15% 342.6K 18.25 0.26%
115 APD Air Products an...
291.84
+0.53% 1.18K +1.73% 341.67K 299.81 0.26%
116 CFG Citizens Financ...
47.72
+1.47% 7.71K +3.18% 337.52K 33.8 0.26%
117 CODI Compass Diversi...
6.62
+2.00% 14.38K +1.66% 331.77K 27.62 0.25%
118 MGA Magna Internati...
41.61
-0.34% 7.86K +3.64% 328.3K 41.54 0.25%
119 EMBD Global X Emergi...
23.36
+0.39% 14.3K +3.23% 322.85K 20.57 0.24%
120 UTL Unitil Corporat...
52.52
+0.71% 5.7K -7.34% 309.05K 43.68 0.23%
121 TXN Texas Instrumen...
215.92
+0.15% 1.64K +7.21% 306.55K 174.13 0.23%
122 GPK Graphic Packagi...
22.02
-0.05% 11.16K +3.84% 303.2K 19.98 0.23%
123 SPNS Sapiens Interna...
30.09
+1.40% 11.02K -3.25% 296.11K 20.95 0.22%
124 TTE TotalEnergies S...
62.72
-1.21% 5.24K -0.81% 285.31K 68.61 0.22%
125 SHYD VanEck Short Hi...
22.57
-0.04% 12.54K +0.24% 282.01K 22.25 0.21%
126 VTRS Viatris Inc.
9.32
-0.21% 22.11K +0.92% 275.33K 10.19 0.21%
127 TSLA Tesla, Inc.
315.05
-0.19% 678 +189.74% 273.71K 338.57 0.21%
128 SAM The Boston Beer...
201.08
-2.05% 909 +89.38% 272.68K 300.94 0.21%
129 TFC Truist Financia...
45.54
+1.13% 6.16K -1.97% 267.34K 56.45 0.20%
130 BNS The Bank of Nov...
55.34
+0.37% 4.79K -1.56% 257.32K 53.99 0.20%
131 SMMD iShares Russell...
69.64
+0.65% 3.73K +53.56% 253.44K 64.19 0.19%
132 BKLN Invesco Senior ...
20.98
+0.14% 11.78K +4.26% 248.12K 21.67 0.19%
133 FCPT Four Corners Pr...
27.18
+0.26% 9.14K +4.14% 248K 25.37 0.19%
134 HAS Hasbro, Inc.
76.00
-2.84% 4.4K -2.46% 245.95K 72.32 0.19%
135 DKS DICK'S Sporting...
206.23
-0.1% 1.07K +1.91% 243.94K 148.48 0.18%
136 FOUR Shift4 Payments...
101.80
+3.31% 2.34K -0.13% 242.39K 74.26 0.18%
137 HRB H&R Block, Inc.
56.12
+0.39% 4.4K -2.35% 232.37K 48.37 0.18%
138 AJG Arthur J. Galla...
318.10
+0.75% 808 0.00% 229.35K 247.18 0.17%
139 PYPL PayPal Holdings...
76.52
+0.28% 2.67K +0.26% 227.96K 58.31 0.17%
140 GPN Global Payments...
81.85
-0.17% 2K +0.20% 223.78K 98.91 0.17%
141 SCHD Schwab U.S. Div...
27.31
+0.04% 7.87K +250.11% 215.12K 26.02 0.16%
142 FL Foot Locker, In...
24.73
-0.08% 9.82K -5.94% 213.75K 28.25 0.16%
143 TFI SPDR Nuveen Blo...
44.57
-0.07% 4.64K -23.82% 211.59K 50.74 0.16%
144 COCO The Vita Coco C...
37.56
+0.99% 5.59K -0.66% 206.37K 27.89 0.16%
145 RNR RenaissanceRe H...
240.90
+2.15% 823 +6.19% 204.86K 223.09 0.16%
146 ADP Automatic Data ...
310.02
+1.63% 690 -27.75% 201.88K 242.15 0.15%
147 GLD SPDR Gold Share...
307.12
-0.69% 818 +100.00% 198.06K 242.13 0.15%
148 CFR Cullen/Frost Ba...
136.19
+1.28% 1.44K -2.76% 193.72K 100.74 0.15%
149 FDX FedEx Corporati...
241.23
+0.87% 676 +4.16% 190.19K 297.17 0.14%
150 CSCO Cisco Systems, ...
69.25
+0.96% 3.21K -1.8% 190.15K 50.77 0.14%