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 301–350 of 647
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 526 | $50K–$100K | SH |
| YUM | YUM BRANDS INC COM | 330 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION COM | 216 | $15K–$50K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 2K | $15K–$50K | SH |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | 1K | $15K–$50K | SH |
| ABCB | AMERIS BANCORP COM | 651 | $15K–$50K | SH |
| NMT | NUVEEN MASSACHUSETS QLT MUN FD COM | 4K | $15K–$50K | SH |
| PR | PERMIAN RESOURCES CORP CLASS A COM | 3K | $15K–$50K | SH |
| FLR | FLUOR CORP NEW COM | 1K | $15K–$50K | SH |
| TDOC | TELADOC HEALTH INC COM | 6K | $15K–$50K | SH |
| EEFT | EURONET WORLDWIDE INC COM | 589 | $15K–$50K | SH |
| AIVL | WISDOMTREE U.S. AI ENHANCED VALUE FUND | 385 | $15K–$50K | SH |
| UNM | UNUM GROUP COM | 571 | $15K–$50K | SH |
| AX | AXOS FINANCIAL INC COM | 512 | $15K–$50K | SH |
| EMBJ | EMBRAER S.A. SPONSORED ADS | 685 | $15K–$50K | SH |
| TRP | TC ENERGY CORP COM | 800 | $15K–$50K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 397 | $15K–$50K | SH |
| CCL | CARNIVAL CORP PAIRED CTF | 1K | $15K–$50K | SH |
| THG | HANOVER INS GROUP INC COM | 232 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 90 | $15K–$50K | SH |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | 60 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 353 | $15K–$50K | SH |
| CAT | CATERPILLAR INC COM | 71 | $15K–$50K | SH |
| JHX | JAMES HARDIE INDS PLC ORD SHS | 2K | $15K–$50K | SH |
| O | REALTY INCOME CORP COM | 720 | $15K–$50K | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1K | $15K–$50K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 284 | $15K–$50K | SH |
| HON | HONEYWELL INTL INC COM | 205 | $15K–$50K | SH |
| INVX | INNOVEX INTERNATIONAL INC COM | 2K | $15K–$50K | SH |
| IRMD | IRADIMED CORP COM | 402 | $15K–$50K | SH |
| SHO | SUNSTONE HOTEL INVS INC NEW COM | 4K | $15K–$50K | SH |
| VNO | VORNADO RLTY TR SH BEN INT | 1K | $15K–$50K | SH |
| PGNY | PROGYNY INC COM | 1K | $15K–$50K | SH |
| HYD | VANECK HIGH YIELD MUNI ETF | 702 | $15K–$50K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 107 | $15K–$50K | SH |
| CHWY | CHEWY INC CL A | 1K | $15K–$50K | SH |
| — | AMCOR PLC ORD | 4K | $15K–$50K | SH |
| AA | ALCOA CORP COM | 645 | $15K–$50K | SH |
| MKC | MCCORMICK & CO INC COM NON VTG | 500 | $15K–$50K | SH |
| LNTH | LANTHEUS HLDGS INC COM | 497 | $15K–$50K | SH |
| OMCL | OMNICELL COM COM | 728 | $15K–$50K | SH |
| BMO | BANK MONTREAL QUE COM | 254 | $15K–$50K | SH |
| NSC | NORFOLK SOUTHN CORP COM | 111 | $15K–$50K | SH |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | 1K | $15K–$50K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 484 | $15K–$50K | SH |
| COLB | COLUMBIA BKG SYS INC COM | 1K | $15K–$50K | SH |
| OFG | OFG BANCORP COM | 760 | $15K–$50K | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 570 | $15K–$50K | SH |
| HTH | HILLTOP HOLDINGS INC COM | 899 | $15K–$50K | SH |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | 835 | $15K–$50K | SH |