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 451–500 of 647
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 296 | $1K–$15K | SH |
| CSWC | CAPITAL SOUTHWEST CORP COM | 500 | $1K–$15K | SH |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 320 | $1K–$15K | SH |
| SRG | SERITAGE GROWTH PPTYS CL A | 3K | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC COM | 136 | $1K–$15K | SH |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | 351 | $1K–$15K | SH |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 105 | $1K–$15K | SH |
| FE | FIRSTENERGY CORP COM | 238 | $1K–$15K | SH |
| GDV | GABELLI DIVID & INCOME TR COM | 380 | $1K–$15K | SH |
| INDB | INDEPENDENT BK CORP MASS COM | 143 | $1K–$15K | SH |
| FLTR | VANECK IG FLOATING RATE ETF | 400 | $1K–$15K | SH |
| DG | DOLLAR GEN CORP NEW COM | 76 | $1K–$15K | SH |
| MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | 167 | $1K–$15K | SH |
| MCD | MCDONALDS CORP COM | 33 | $1K–$15K | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD INC COM | 2K | $1K–$15K | SH |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 100 | $1K–$15K | SH |
| PCEF | INVESCO CEF INCOME COMPOSITE ETF | 489 | $1K–$15K | SH |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 245 | $1K–$15K | SH |
| SCHH | SCHWAB U.S. REIT ETF | 456 | $1K–$15K | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 78 | $1K–$15K | SH |
| QCOM | QUALCOMM INC COM | 53 | $1K–$15K | SH |
| CF | CF INDS HLDGS INC COM | 117 | $1K–$15K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 25 | $1K–$15K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | 98 | $1K–$15K | SH |
| PPL | PPL CORP COM | 250 | $1K–$15K | SH |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 97 | $1K–$15K | SH |
| ADM | ARCHER DANIELS MIDLAND CO COM | 150 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 104 | $1K–$15K | SH |
| BHB | BAR HBR BANKSHARES COM | 270 | $1K–$15K | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 100 | $1K–$15K | SH |
| SNDK | SANDISK CORP COM | 35 | $1K–$15K | SH |
| USAR | UTILITIES SELECT SECTOR SPDR FUND | 695 | $1K–$15K | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 135 | $1K–$15K | SH |
| H | HYATT HOTELS CORP COM CL A | 50 | $1K–$15K | SH |
| RBA | RB GLOBAL INC COM | 76 | $1K–$15K | SH |
| LKQ | LKQ CORP COM | 253 | $1K–$15K | SH |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 206 | $1K–$15K | SH |
| SNA | SNAP ON INC COM | 22 | $1K–$15K | SH |
| PSA | PUBLIC STORAGE OPER CO COM | 29 | $1K–$15K | SH |
| DLTR | DOLLAR TREE INC COM | 61 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC COM | 46 | $1K–$15K | SH |
| ALL | ALLSTATE CORP COM | 35 | $1K–$15K | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 100 | $1K–$15K | SH |
| AMG | AFFILIATED MANAGERS GROUP INC COM | 25 | $1K–$15K | SH |
| CNC | CENTENE CORP DEL COM | 170 | $1K–$15K | SH |
| EFA | ISHARES MSCI EAFE ETF | 72 | $1K–$15K | SH |
| KTB | KONTOOR BRANDS INC COM | 110 | $1K–$15K | SH |
| NKX | NUVEEN CALIFORNIA AMT QLT MUN COM | 536 | $1K–$15K | SH |
| CB | CHUBB LIMITED COM | 21 | $1K–$15K | SH |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 226 | $1K–$15K | SH |