1620 Investment Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

1620 Investment Advisors, Inc.

CIK Number: 0001907281

147.28M
Market Value
632
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPIB SPDR Portfolio ...
33.90
+0.19% 132.52K +3.34% 4.45M 35.36 3.16% Share
2 QEFA SPDR MSCI EAFE ...
87.22
+0.65% 41.2K +6.70% 3.52M 62.49 2.49% Share
3 IEF iShares 7-10 Ye...
96.96
+0.05% 33.88K +3.84% 3.24M 105.56 2.30% Share
4 SPTS SPDR Portfolio ...
29.32
+0.02% 107.09K +0.40% 3.14M 28.92 2.22% Share
5 JPM JPMorgan Chase ...
308.00
+2.36% 10.41K +0.38% 3.02M 146.61 2.14% Share
6 TY Tri-Continental...
33.98
+1.10% 91.34K +0.13% 2.89M 25.98 2.05% Share
7 FRDM Freedom 100 Eme...
45.10
+2.76% 62.57K +4.01% 2.53M 29.04 1.79% Share
8 IGSB iShares 1-5 Yea...
53.02
+0.17% 47.52K +5.27% 2.51M 50.76 1.78% Share
9 SCHP Schwab U.S. TIP...
27.04
+0.17% 88.97K +2.14% 2.37M 25.92 1.68% Share
10 MSFT Microsoft Corpo...
514.05
+0.60% 4.3K +1.66% 2.14M 341.11 1.52% Share
11 TJX The TJX Compani...
141.36
+0.70% 16.88K -10.28% 2.08M 97.73 1.48% Share
12 SUB iShares Short-T...
106.78
+0.11% 18.98K +0.53% 2.02M 105.26 1.43% Share
13 AAPL Apple Inc.
247.66
+0.97% 9.82K +1.38% 2.02M 178.83 1.43% Share
14 JSI Janus Henderson...
52.17
-0.02% 37.44K +4.91% 1.97M 51.97 1.40% Share
15 RTX RTX Corporation
158.84
+0.72% 12.2K +0.82% 1.78M 100.03 1.26% Share
16 TOTL SPDR DoubleLine...
40.60
+0.06% 42.89K +5.42% 1.72M 40.02 1.22% Share
17 TSM Taiwan Semicond...
303.09
+7.99% 7.22K +0.80% 1.64M 119.42 1.16% Share
18 ANGL VanEck Fallen A...
29.39
+0.54% 51.34K +3.12% 1.5M 31.72 1.07% Share
19 STX Seagate Technol...
219.51
+2.39% 9.89K +103.44% 1.43M 123.62 1.01% Share
20 ABBV AbbVie Inc.
230.29
-0.09% 7.65K +2.18% 1.42M 141.46 1.01% Share
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