1620 Investment Advisors, Inc.
CIK Number: 0001907281
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR Portfolio ... | 33.63 | -0.04% | 128.24K | +4.05% | 4.26M | 35.42 | 3.26% | Share |
| 2 | SPTS | SPDR Portfolio ... | 29.23 | +0.02% | 106.67K | +6.96% | 3.12M | 28.92 | 2.39% | Share |
| 3 | IEF | iShares 7-10 Ye... | 95.22 | -0.2% | 32.63K | +3.59% | 3.11M | 105.94 | 2.38% | Share |
| 4 | QEFA | SPDR MSCI EAFE ... | 86.94 | +0.45% | 38.61K | +3.19% | 3.05M | 60.96 | 2.33% | Share |
| 5 | TY | Tri-Continental... | 33.23 | +0.03% | 91.23K | +2.45% | 2.8M | 25.98 | 2.14% | Share |
| 6 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 10.37K | -0.37% | 2.54M | 146.07 | 1.95% | Share |
| 7 | IGSB | iShares 1-5 Yea... | 52.80 | +0.01% | 45.14K | +11.36% | 2.36M | 50.65 | 1.81% | Share |
| 8 | SCHP | Schwab U.S. TIP... | 26.64 | -0.28% | 87.11K | +3.60% | 2.34M | 25.91 | 1.79% | Share |
| 9 | TJX | The TJX Compani... | 132.63 | -0.24% | 18.81K | -0.39% | 2.29M | 97.73 | 1.75% | Share |
| 10 | AAPL | Apple Inc. | 231.56 | -0.52% | 9.69K | -0.5% | 2.15M | 178.47 | 1.65% | Share |
| 11 | FRDM | Freedom 100 Eme... | 42.16 | +0.06% | 60.16K | +3.37% | 2.11M | 28.59 | 1.61% | Share |
| 12 | SUB | iShares Short-T... | 106.89 | +0.07% | 18.89K | -1.95% | 1.99M | 105.25 | 1.53% | Share |
| 13 | JSI | Janus Detroit S... | 52.61 | +0.08% | 35.69K | +31.51% | 1.87M | 51.94 | 1.43% | Share |
| 14 | TOTL | SPDR DoubleLine... | 40.02 | -0.13% | 40.69K | +1.97% | 1.64M | 40.01 | 1.25% | Share |
| 15 | RTX | RTX Corporation | 153.85 | -0.79% | 12.1K | -0.07% | 1.6M | 99.66 | 1.23% | Share |
| 16 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 4.23K | -13.77% | 1.59M | 338.52 | 1.21% | Share |
| 17 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 7.49K | +0.79% | 1.57M | 140.5 | 1.20% | Share |
| 18 | ANGL | VanEck Fallen A... | 29.18 | +0.09% | 49.79K | +0.79% | 1.44M | 31.8 | 1.10% | Share |
| 19 | CVX | Chevron Corpora... | 156.50 | +0.87% | 7.76K | -0.5% | 1.3M | 122.91 | 0.99% | Share |
| 20 | ITM | VanEck Intermed... | 45.56 | +0.02% | 28.02K | -1.13% | 1.28M | 46.41 | 0.98% | Share |
| 21 | JHPI | John Hancock In... | 22.88 | -0.04% | 54.77K | +5.01% | 1.23M | 22.21 | 0.94% | Share |
| 22 | TSM | Taiwan Semicond... | 238.93 | -0.86% | 7.16K | -1.32% | 1.19M | 118.57 | 0.91% | Share |
| 23 | EMTL | SPDR DoubleLine... | 43.43 | -0.08% | 27.49K | +4.26% | 1.18M | 46.78 | 0.91% | Share |
| 24 | VZ | Verizon Communi... | 44.23 | +1.70% | 25.27K | +0.05% | 1.15M | 44.83 | 0.88% | Share |
| 25 | BOND | PIMCO Active Bo... | 91.98 | -0.17% | 11.79K | +3.15% | 1.09M | 90.61 | 0.83% | Share |
| 26 | SO | The Southern Co... | 94.05 | -0.15% | 11.24K | -0.05% | 1.03M | 76.51 | 0.79% | Share |
| 27 | NVS | Novartis AG | 124.19 | +1.72% | 8.83K | +0.25% | 984.59K | 106.41 | 0.75% | Share |
| 28 | IBM | International B... | 239.84 | +1.15% | 3.94K | -26.24% | 979.47K | 133.69 | 0.75% | Share |
| 29 | QUS | SPDR MSCI USA S... | 165.76 | +0.04% | 5.86K | +1.86% | 918.11K | 115.87 | 0.70% | Share |
| 30 | ARCC | Ares Capital Co... | 22.43 | -1.04% | 41.43K | +1.80% | 918.11K | 21.19 | 0.70% | Share |
| 31 | WMB | The Williams Co... | 57.48 | +0.24% | 14.41K | -0.61% | 861.26K | 42.39 | 0.66% | Share |
| 32 | BMY | Bristol-Myers S... | 48.47 | +1.37% | 13.81K | +0.85% | 842.59K | 54.41 | 0.64% | Share |
| 33 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 1.58K | +0.32% | 839.13K | 372.2 | 0.64% | Share |
| 34 | TYG | Tortoise Energy... | 43.23 | -0.2% | 19.38K | +0.75% | 834.29K | 42.01 | 0.64% | Share |
| 35 | MPC | Marathon Petrol... | 162.41 | +0.06% | 5.66K | -0.14% | 824.26K | 67.11 | 0.63% | Share |
| 36 | ETN | Eaton Corporati... | 350.88 | -1.19% | 2.99K | -6.04% | 812.23K | 166.66 | 0.62% | Share |
| 37 | MDLZ | Mondelez Intern... | 62.07 | +0.99% | 11.76K | +1.85% | 797.59K | 66.09 | 0.61% | Share |
| 38 | EPR | EPR Properties | 52.56 | -0.91% | 15.15K | +0.50% | 796.84K | 46.69 | 0.61% | Share |
| 39 | KMI | Kinder Morgan, ... | 26.68 | -0.61% | 27.88K | -1.22% | 795.27K | 18.2 | 0.61% | Share |
| 40 | HD | The Home Depot,... | 399.60 | -0.18% | 2.17K | -0.55% | 793.82K | 411.68 | 0.61% | Share |
| 41 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 4.98K | +1.26% | 746.74K | 169.26 | 0.57% | Share |
| 42 | T | AT&T Inc. | 28.89 | +0.47% | 25.95K | -0.82% | 733.78K | 16.91 | 0.56% | Share |
| 43 | RPM | RPM Internation... | 123.03 | -0.86% | 6.22K | +1.67% | 720.11K | 109.13 | 0.55% | Share |
| 44 | AZN | AstraZeneca PLC | 79.22 | +0.95% | 9.74K | +0.66% | 715.76K | 59.41 | 0.55% | Share |
| 45 | FHI | Federated Herme... | 53.74 | -0.37% | 17.49K | +2.19% | 713.1K | 34.03 | 0.55% | Share |
| 46 | BX | Blackstone Inc. | 171.71 | -1.7% | 5.07K | +1.24% | 708.13K | 123.65 | 0.54% | Share |
| 47 | LNC | Lincoln Nationa... | 40.56 | -1.01% | 19.64K | +1.07% | 705.45K | 31.64 | 0.54% | Share |
| 48 | GILD | Gilead Sciences... | 118.35 | -0.56% | 6.26K | +1.23% | 701.56K | 86.51 | 0.54% | Share |
| 49 | WMT | Walmart Inc. | 99.98 | -0.86% | 7.92K | +4.60% | 695.16K | 51.39 | 0.53% | Share |
| 50 | MOAT | VanEck Mornings... | 97.61 | -0.45% | 7.77K | +9.63% | 684.11K | 90.27 | 0.52% | Share |
| 51 | INVH | Invitation Home... | 30.55 | +0.99% | 19.62K | +1.75% | 683.71K | 32.13 | 0.52% | Share |
| 52 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 3.5K | +2.13% | 666.41K | 165.97 | 0.51% | Share |
| 53 | PGX | Invesco Preferr... | 11.43 | -0.13% | 58.93K | -1.34% | 661.17K | 14.44 | 0.51% | Share |
| 54 | ADC | Agree Realty Co... | 72.62 | +0.64% | 8.56K | +1.04% | 660.89K | 70.47 | 0.51% | Share |
| 55 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 5.49K | -0.15% | 653.38K | 117.23 | 0.50% | Share |
| 56 | STWD | Starwood Proper... | 19.86 | -0.33% | 32.86K | +1.46% | 649.56K | 18.85 | 0.50% | Share |
| 57 | JCI | Johnson Control... | 103.47 | -1.48% | 7.93K | +0.56% | 635.16K | 58.13 | 0.49% | Share |
| 58 | IGEB | iShares Investm... | 45.47 | -0.08% | 13.95K | +1.51% | 627.96K | 44.41 | 0.48% | Share |
| 59 | TRV | The Travelers C... | 265.62 | -1.11% | 2.34K | +2.99% | 618.49K | 241.58 | 0.47% | Share |
| 60 | DIS | The Walt Disney... | 115.31 | -0.86% | 6.18K | -0.91% | 609.88K | 134.1 | 0.47% | Share |
| 61 | MDT | Medtronic plc | 92.98 | +1.09% | 6.76K | +3.55% | 607.63K | 80.22 | 0.47% | Share |
| 62 | HTGC | Hercules Capita... | 19.07 | -1.47% | 31.47K | -0.68% | 604.6K | 16.64 | 0.46% | Share |
| 63 | NTAP | NetApp, Inc. | 108.78 | -0.72% | 6.79K | +0.12% | 595.98K | 103.63 | 0.46% | Share |
| 64 | LNG | Cheniere Energy... | 230.43 | -0.95% | 2.54K | +1.16% | 586.6K | 147.66 | 0.45% | Share |
| 65 | OKE | ONEOK, Inc. | 74.01 | -1.06% | 5.77K | -1.85% | 572.6K | 74.82 | 0.44% | Share |
| 66 | DRH | DiamondRock Hos... | 7.88 | -1.07% | 73.02K | +0.52% | 563.72K | 9.51 | 0.43% | Share |
| 67 | POWL | Powell Industri... | 254.16 | -0.52% | 3.29K | -29.35% | 559.53K | 221.65 | 0.43% | Share |
| 68 | MCHP | Microchip Techn... | 65.72 | -0.41% | 11.43K | -2.59% | 553.18K | 84.48 | 0.42% | Share |
| 69 | NSA | National Storag... | 30.34 | +0.80% | 13.98K | +0.52% | 550.65K | 40.2 | 0.42% | Share |
| 70 | RL | Ralph Lauren Co... | 290.53 | +0.05% | 2.46K | -1.48% | 542.58K | 106.83 | 0.42% | Share |
| 71 | GLW | Corning Incorpo... | 65.42 | -0.51% | 11.78K | -50.48% | 539.04K | 37.42 | 0.41% | Share |
| 72 | RITM | Rithm Capital C... | 12.29 | -0.65% | 45.55K | -1.06% | 521.54K | 10.58 | 0.40% | Share |
| 73 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 3.09K | -26.59% | 516.61K | 141.91 | 0.40% | Share |
| 74 | KMB | Kimberly-Clark ... | 132.88 | -0.38% | 3.54K | +1.34% | 503.71K | 140.28 | 0.39% | Share |
| 75 | PEG | Public Service ... | 85.23 | -1.81% | 6.12K | +1.97% | 503.69K | 74.09 | 0.39% | Share |
| 76 | LEA | Lear Corporatio... | 102.56 | -0.74% | 5.68K | +356.39% | 501.27K | 89.64 | 0.38% | Share |
| 77 | STZ | Constellation B... | 168.26 | -0.74% | 2.71K | +10.95% | 498.26K | 242.59 | 0.38% | Share |
| 78 | D | Dominion Energy... | 61.10 | -0.12% | 8.76K | +0.96% | 491.06K | 48.37 | 0.38% | Share |
| 79 | SCHR | Schwab Intermed... | 24.93 | -0.08% | 19.37K | +250.54% | 481.56K | 24.77 | 0.37% | Share |
| 80 | TPR | Tapestry, Inc. | 100.86 | +5.40% | 6.83K | -4.29% | 481.25K | 42.03 | 0.37% | Share |
| 81 | GRMN | Garmin Ltd. | 232.39 | -1.14% | 2.21K | -0.5% | 479.1K | 206.26 | 0.37% | Share |
| 82 | PFE | Pfizer Inc. | 25.16 | +0.18% | 18.72K | +3.48% | 474.37K | 29.29 | 0.36% | Share |
| 83 | BBY | Best Buy Co., I... | 71.64 | -0.14% | 6.31K | +0.19% | 464.77K | 78.77 | 0.36% | Share |
| 84 | GLPI | Gaming and Leis... | 46.18 | +0.61% | 9.12K | +100.00% | 464.26K | 50.9 | 0.36% | Share |
| 85 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 2.76K | +1.66% | 457.48K | 161.57 | 0.35% | Share |
| 86 | ABT | Abbott Laborato... | 131.73 | +1.90% | 3.44K | +1.06% | 456.29K | 132.77 | 0.35% | Share |
| 87 | PNW | Pinnacle West C... | 91.33 | -0.64% | 4.74K | +1.17% | 451.3K | 75.74 | 0.35% | Share |
| 88 | EPD | Enterprise Prod... | 31.51 | -1.28% | 13.22K | +0.40% | 451.19K | 26.51 | 0.35% | Share |
| 89 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 2.91K | +4.98% | 449.58K | 147.94 | 0.34% | Share |
| 90 | PDCO | Patterson Compa... | 31.33 | -0.9% | 14.38K | +0.84% | 449.26K | 30.86 | 0.34% | Share |
| 91 | SHY | iShares 1-3 Yea... | 82.69 | -0.02% | 5.43K | 0.00% | 449.22K | 82 | 0.34% | Share |
| 92 | CAH | Cardinal Health... | 149.63 | -0.4% | 3.22K | +0.47% | 443.62K | 96.77 | 0.34% | Share |
| 93 | ORCL | Oracle Corporat... | 248.72 | +1.54% | 3.17K | +4.04% | 443.32K | 153.18 | 0.34% | Share |
| 94 | DD | DuPont de Nemou... | 73.11 | -0.69% | 5.8K | +22.99% | 433.44K | 78.02 | 0.33% | Share |
| 95 | DRI | Darden Restaura... | 207.47 | +0.68% | 2.06K | +2.03% | 427.36K | 146.8 | 0.33% | Share |
| 96 | PANW | Palo Alto Netwo... | 177.09 | +2.04% | 2.44K | -11.03% | 416.84K | 135.45 | 0.32% | Share |
| 97 | STX | Seagate Technol... | 154.39 | -0.86% | 4.86K | +0.54% | 412.94K | 102.2 | 0.32% | Share |
| 98 | CUZ | Cousins Propert... | 27.38 | -1.49% | 13.81K | +2.20% | 407.43K | 35.02 | 0.31% | Share |
| 99 | NEWT | Newtek Business... | 12.02 | -0.58% | 33.77K | -0.22% | 403.91K | 12.77 | 0.31% | Share |
| 100 | HASI | Hannon Armstron... | 27.63 | +3.56% | 13.8K | +0.31% | 403.55K | 32.38 | 0.31% | Share |
| 101 | EMB | iShares J.P. Mo... | 93.83 | -0.1% | 4.35K | -0.18% | 394.45K | 99.51 | 0.30% | Share |
| 102 | R | Ryder System, I... | 179.79 | -1.27% | 2.7K | -1.13% | 388.86K | 123.31 | 0.30% | Share |
| 103 | FSK | FS KKR Capital ... | 17.48 | -0.94% | 18.51K | -1.88% | 387.79K | 20.14 | 0.30% | Share |
| 104 | MELI | MercadoLibre, I... | 2392.36 | +3.13% | 198 | -2.46% | 386.74K | 1375.4 | 0.30% | Share |
| 105 | ALEX | Alexander & Bal... | 18.45 | +0.14% | 21.33K | +1.89% | 367.54K | 23.39 | 0.28% | Share |
| 106 | APD | Air Products an... | 290.50 | -0.57% | 1.21K | +2.63% | 356.56K | 299.69 | 0.27% | Share |
| 107 | SYY | Sysco Corporati... | 79.48 | -2.11% | 4.68K | +2.30% | 351.06K | 72.74 | 0.27% | Share |
| 108 | SKT | Tanger Inc. | 32.29 | -0.55% | 10.06K | +0.21% | 339.9K | 18.29 | 0.26% | Share |
| 109 | GD | General Dynamic... | 313.52 | -0.73% | 1.24K | -44.24% | 337.73K | 261.1 | 0.26% | Share |
| 110 | TTE | TotalEnergies S... | 62.23 | +1.15% | 5.2K | -0.67% | 336.39K | 68.61 | 0.26% | Share |
| 111 | TMO | Thermo Fisher S... | 489.04 | +0.82% | 676 | +0.75% | 336.38K | 607.2 | 0.26% | Share |
| 112 | EMBD | Global X Emergi... | 23.54 | -0.19% | 14.37K | +0.45% | 328.28K | 20.58 | 0.25% | Share |
| 113 | UTL | Unitil Corporat... | 47.97 | -2.34% | 5.67K | -0.53% | 327.27K | 43.68 | 0.25% | Share |
| 114 | TXN | Texas Instrumen... | 194.57 | +0.45% | 1.77K | +8.56% | 318.94K | 174.57 | 0.24% | Share |
| 115 | CFG | Citizens Financ... | 48.30 | -1.84% | 7.75K | +0.41% | 317.31K | 33.83 | 0.24% | Share |
| 116 | CAT | Caterpillar Inc... | 407.54 | -2.39% | 942 | -1.67% | 310.51K | 245.78 | 0.24% | Share |
| 117 | VFC | V.F. Corporatio... | 13.07 | +0.85% | 19.9K | +2.59% | 308.91K | 17.1 | 0.24% | Share |
| 118 | GPK | Graphic Packagi... | 22.48 | -0.68% | 11.61K | +4.03% | 301.49K | 20.21 | 0.23% | Share |
| 119 | IIPR | Innovative Indu... | 52.23 | -1.81% | 5.55K | -2.34% | 300.25K | 73.29 | 0.23% | Share |
| 120 | SHYD | VanEck Short Hi... | 22.66 | +0.02% | 13.22K | +5.38% | 297.32K | 22.26 | 0.23% | Share |
| 121 | SPNS | Sapiens Interna... | 42.70 | +0.08% | 10.48K | -4.9% | 283.9K | 20.95 | 0.22% | Share |
| 122 | AJG | Arthur J. Galla... | 292.62 | -0.27% | 808 | 0.00% | 278.95K | 247.18 | 0.21% | Share |
| 123 | MGA | Magna Internati... | 44.30 | -0.94% | 7.96K | +1.27% | 270.42K | 41.45 | 0.21% | Share |
| 124 | HAS | Hasbro, Inc. | 81.13 | +0.71% | 4.37K | -0.68% | 268.65K | 72.32 | 0.21% | Share |
| 125 | CODI | Compass Diversi... | 7.33 | -1.54% | 14.29K | -0.59% | 266.79K | 27.62 | 0.20% | Share |
| 126 | FCPT | Four Corners Pr... | 25.38 | +0.04% | 9.23K | +0.97% | 264.81K | 25.4 | 0.20% | Share |
| 127 | PFFD | Global X U.S. P... | 19.29 | -0.18% | 13.54K | +44.22% | 257.84K | 19.37 | 0.20% | Share |
| 128 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 889 | +8.68% | 256.16K | 245.8 | 0.20% | Share |
| 129 | TFC | Truist Financia... | 44.47 | -1.08% | 6.11K | -0.86% | 251.42K | 56.45 | 0.19% | Share |
| 130 | SMMD | iShares Russell... | 70.57 | -0.55% | 4.01K | +7.62% | 250.85K | 64.07 | 0.19% | Share |
| 131 | BKLN | Invesco Senior ... | 20.96 | 0.00% | 11.66K | -0.97% | 241.4K | 21.67 | 0.18% | Share |
| 132 | HRB | H&R Block, Inc. | 50.13 | +1.54% | 4.02K | -8.57% | 220.77K | 48.37 | 0.17% | Share |
| 133 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 7.88K | +0.03% | 220.22K | 26.02 | 0.17% | Share |
| 134 | SAM | The Boston Beer... | 220.06 | +0.14% | 916 | +0.77% | 218.78K | 300.46 | 0.17% | Share |
| 135 | BNS | The Bank of Nov... | 56.78 | +0.26% | 4.59K | -4.07% | 217.94K | 53.99 | 0.17% | Share |
| 136 | DKS | DICK'S Sporting... | 224.01 | +0.54% | 1.05K | -1.13% | 212.44K | 148.48 | 0.16% | Share |
| 137 | ADP | Automatic Data ... | 301.78 | +0.03% | 690 | 0.00% | 210.7K | 242.15 | 0.16% | Share |
| 138 | TFI | SPDR Nuveen Blo... | 44.55 | +0.01% | 4.64K | 0.00% | 209.03K | 50.74 | 0.16% | Share |
| 139 | COMP | Compass, Inc. | 8.78 | +0.23% | 22.81K | -0.68% | 199.15K | 3.28 | 0.15% | Share |
| 140 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 3.21K | 0.00% | 198.21K | 50.77 | 0.15% | Share |
| 141 | GPN | Global Payments... | 86.81 | -0.44% | 2K | +0.30% | 196.13K | 98.91 | 0.15% | Share |
| 142 | RNR | RenaissanceRe H... | 238.98 | -1.36% | 816 | -0.85% | 195.93K | 223.09 | 0.15% | Share |
| 143 | MLR | Miller Industri... | 42.91 | +0.02% | 4.55K | -37.28% | 192.88K | 35.84 | 0.15% | Share |
| 144 | FOUR | Shift4 Payments... | 90.78 | +1.87% | 2.35K | +0.43% | 191.66K | 74.29 | 0.15% | Share |
| 145 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 229 | -4.98% | 188.93K | 913.1 | 0.14% | Share |
| 146 | HQY | HealthEquity, I... | 89.82 | +2.73% | 2.1K | +6.28% | 185.31K | 86.32 | 0.14% | Share |
| 147 | VLO | Valero Energy C... | 136.72 | +0.66% | 1.38K | -0.79% | 181.99K | 108.67 | 0.14% | Share |
| 148 | CFR | Cullen/Frost Ba... | 124.22 | -1.72% | 1.44K | -0.55% | 179.66K | 100.74 | 0.14% | Share |
| 149 | PYPL | PayPal Holdings... | 69.21 | -0.25% | 2.72K | +1.95% | 177.66K | 58.44 | 0.14% | Share |
| 150 | AXP | American Expres... | 305.56 | -0.71% | 639 | 0.00% | 171.79K | 234.79 | 0.13% | Share |