CIK 1907281
1620 INVESTMENT ADVISORS, INC.
Institutional 13F holdings & portfolio
Holdings
647
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 647
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 139K | $1M+ | SH |
| QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 43K | $1M+ | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 36K | $1M+ | SH |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 62K | $1M+ | SH |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 106K | $1M+ | SH |
| TY | TRI CONTL CORP COM | 92K | $1M+ | SH |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 9K | $1M+ | SH |
| AAPL | APPLE INC COM | 9K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48K | $1M+ | SH |
| TJX | TJX COS INC NEW COM | 16K | $1M+ | SH |
| SCHP | SCHWAB US TIPS ETF | 89K | $1M+ | SH |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 44K | $1M+ | SH |
| RTX | RTX CORPORATION COM | 12K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 4K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 17K | $1M+ | SH |
| ABBV | ABBVIE INC COM | 8K | $1M+ | SH |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 39K | $1M+ | SH |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 53K | $1M+ | SH |
| JHPI | JOHN HANCOCK PREFERRED INCOME ETF | 62K | $1M+ | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 9K | $1M+ | SH |
| EMTL | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 29K | $1M+ | SH |
| ITM | VANECK INTERMEDIATE MUNI ETF | 26K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 4K | $1M+ | SH |
| CVX | CHEVRON CORP NEW COM | 8K | $1M+ | SH |
| MDT | MEDTRONIC PLC SHS | 12K | $1M+ | SH |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 45K | $1M+ | SH |
| EPR | EPR PPTYS COM SH BEN INT | 22K | $1M+ | SH |
| GLW | CORNING INC COM | 12K | $1M+ | SH |
| POWL | POWELL INDS INC COM | 3K | $1M+ | SH |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 11K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 24K | $500K+ | SH |
| SO | SOUTHERN CO COM | 11K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $500K+ | SH |
| QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 5K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 8K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 17K | $500K+ | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 10K | $500K+ | SH |
| LNC | LINCOLN NATL CORP IND COM | 20K | $500K+ | SH |
| PFE | PFIZER INC COM | 36K | $500K+ | SH |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | 9K | $500K+ | SH |
| MPC | MARATHON PETE CORP COM | 6K | $500K+ | SH |
| ETN | EATON CORP PLC SHS | 3K | $500K+ | SH |
| FHI | FEDERATED HERMES INC CL B | 17K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 3K | $500K+ | SH |
| MNRO | MONRO INC COM | 43K | $500K+ | SH |
| ARCC | ARES CAPITAL CORP COM | 42K | $500K+ | SH |
| WMT | WALMART INC COM | 8K | $500K+ | SH |