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1620 Investment Advisors, Inc.

Portfolio Manager
1620 Investment Advisors, Inc.
Performance
+2.35% (2025 Q4)
AUM (13F)
$147.84M
# of Holdings
658
Performance Rank
Allocation (Top 20)
34.34%

1620 Investment Advisors, Inc. Holdings Map

Top 50 1620 Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
3.29%145.0K$4.9M
+3.95%(+5.51K)
2025-Q1: 128.2K shares2025-Q2: 132.5K shares2025-Q3: 135.3K shares2025-Q4: 139.5K shares2026-Q1: 145.0K shares
$35.30(-5.39%)
2026-03-31
QEFA
SPDR MSCI EAFE STRATEGICFACTORS ETF
2.74%43.5K$4.1M
+2.05%(+872)
2025-Q1: 38.6K shares2025-Q2: 41.2K shares2025-Q3: 42.4K shares2025-Q4: 42.6K shares2026-Q1: 43.5K shares
$65.12(+49.29%)
2026-03-31
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
2.41%37.3K$3.6M
+3.14%(+1.14K)
2025-Q1: 32.6K shares2025-Q2: 33.9K shares2025-Q3: 35.4K shares2025-Q4: 36.2K shares2026-Q1: 37.3K shares
$107.40(-12.23%)
2026-03-31
FRDM
FREEDOM 100 EMERGING MARKETS ETF
2.3%62.2K$3.4M
+0.18%(+109)
2025-Q1: 60.2K shares2025-Q2: 62.6K shares2025-Q3: 63.7K shares2025-Q4: 62.1K shares2026-Q1: 62.2K shares
$31.52(+116.21%)
2026-03-31
SPTS
STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
2.1%106.6K$3.1M
+0.66%(+694)
2025-Q1: 106.7K shares2025-Q2: 107.1K shares2025-Q3: 105.5K shares2025-Q4: 105.9K shares2026-Q1: 106.6K shares
$28.99(+0.12%)
2026-03-31
TY
TRI CONTL CORP COM
1.98%92.7K$2.9M
+0.34%(+312)
2025-Q1: 91.2K shares2025-Q2: 91.3K shares2025-Q3: 91.8K shares2025-Q4: 92.3K shares2026-Q1: 92.7K shares
$26.32(+31.72%)
2026-03-31
JPM
JPMORGAN CHASE & CO. COM
1.77%8.9K$2.6M
-0.19%(-17)
2025-Q1: 10.4K shares2025-Q2: 10.4K shares2025-Q3: 9.9K shares2025-Q4: 8.9K shares2026-Q1: 8.9K shares
$154.80(+93.74%)
2026-03-31
TJX
TJX COS INC NEW COM
1.74%16.1K$2.6M
-0.12%(-19)
2025-Q1: 18.8K shares2025-Q2: 16.9K shares2025-Q3: 16.6K shares2025-Q4: 16.1K shares2026-Q1: 16.1K shares
$92.64(+59.06%)
2026-03-31
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
1.72%48.5K$2.5M
+0.36%(+173)
2025-Q1: 45.1K shares2025-Q2: 47.5K shares2025-Q3: 48.3K shares2025-Q4: 48.3K shares2026-Q1: 48.5K shares
$50.79(+3.08%)
2026-03-31
SCHP
SCHWAB US TIPS ETF
1.64%91.2K$2.4M
+1.92%(+1.72K)
2025-Q1: 87.1K shares2025-Q2: 89.0K shares2025-Q3: 88.0K shares2025-Q4: 89.5K shares2026-Q1: 91.2K shares
$26.16(+2.34%)
2026-03-31

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