1620-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "AX",
  "AZEK",
  "MTCH",
  "PCOR",
  "RDNT",
  "RRX",
  null,
  null,
  "AAL",
  "BROS",
  "ENTG",
  "QTWO",
  "AKAM",
  "MYN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "H",
  null,
  null,
  null,
  null,
  null,
  null,
  "FTI",
  "RBA.TO",
  "SOBO.TO",
  "MU",
  null,
  "NVG",
  null,
  "FNDF",
  "ACN",
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "SKT",
  "TGTX",
  null,
  "KTB",
  "PCRX",
  "ALL",
  null,
  "GOOGL",
  "BOOT",
  "UTL",
  null,
  null,
  null,
  "AXP",
  null,
  null,
  "ALGM",
  "SCHH",
  null,
  "AMG",
  "AIG",
  null,
  "ARRY",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "LOW",
  "KMX",
  "CP.TO",
  "FCPT",
  "ARCC",
  "FCEL",
  null,
  "BSX",
  "HRB",
  null,
  "IAC",
  null,
  "CCI",
  "COF",
  "LNC",
  "DUK",
  "PECO",
  "OMCL",
  "D",
  "PDFS",
  "ROKU",
  "ESS",
  "ERJ",
  "POWL",
  "RL",
  null,
  "PLL",
  null,
  "TYG",
  null,
  null,
  "EOG",
  "EXPE",
  null,
  null,
  "STNE",
  "AVDL",
  "FCX",
  "ALGT",
  "FITB",
  "SPNS",
  null,
  "GD",
  "TSVT",
  "GILD",
  "ALEX",
  "GIS",
  "ARIS",
  "HON",
  "HD",
  "BLUE",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "FTS",
  "EVGO",
  null,
  "FE",
  "UNP",
  "SCL",
  "QCOM",
  "GLPI",
  null,
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "LEN",
  "ITW",
  "IDA",
  "AMAT",
  "IIPR",
  "INVX",
  "EMR",
  "BKNG",
  null,
  "NBIX",
  "MUB",
  "META",
  null,
  null,
  "KALV",
  "MLR",
  null,
  "MDXG",
  "NEWT",
  "PARR",
  "IVW",
  "ONEW",
  null,
  null,
  null,
  null,
  null,
  "UNB",
  null,
  null,
  null,
  null,
  "SRG",
  "NKX",
  null,
  "KMI",
  null,
  "LRCX",
  "LIN",
  null,
  null,
  "MAV",
  "MPC",
  "MMC",
  "MRVL",
  "RPD",
  "MA",
  "PODD",
  null,
  "MDT",
  "ABCB",
  "APA",
  null,
  null,
  "AMKR",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "ELF",
  "EQIX",
  "EPR",
  "FIS",
  "FL",
  "GE",
  "THG",
  "HXL",
  "HQY",
  "GXO",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  "TEVA",
  null,
  "ORLY",
  "PCAR",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "ANET",
  "KLAC",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "PAYX",
  "DOC",
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "HTGC",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "MGA",
  "MKC",
  "AMGN",
  "NYT",
  null,
  null,
  "ROK",
  null,
  "SPGI",
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  null,
  null,
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "SNA",
  null,
  "RTX",
  "GLD",
  null,
  "STX",
  null,
  "RITM",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "CI",
  "TPR",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "VNQ",
  "AA",
  "MET",
  "DTM",
  "PSMT",
  "UCTT",
  "MGNI",
  null,
  "SCHW",
  "AMPH",
  "EBC",
  "BSET",
  "UMBF",
  "SHO",
  "CDZI",
  null,
  "PNW",
  "LKQ",
  "PGNY",
  "NSA",
  null,
  "KYN",
  "IWV",
  null,
  null,
  "OFG",
  null,
  "NMT",
  null,
  "VCIT",
  "TRIP",
  "TY",
  "VIG",
  "TTE",
  "TRGP",
  null,
  "TOST",
  null,
  "NTNX",
  "SKX",
  "GSHD",
  "IEF",
  "TSM",
  "GPN",
  "RMD",
  "PR",
  "ETR",
  "FSK",
  "VYM",
  "DD",
  "VRTX",
  "TT",
  "VRSK",
  "GROV",
  "GPK",
  "VRT",
  "HASI",
  "GES",
  null,
  "R",
  "MKSI",
  "NFG",
  "SYNA",
  "MTN",
  "ADSK",
  "VNO",
  "UAA",
  "ACGL",
  "STWD",
  "TEX",
  null,
  null,
  "TOL",
  "AVY",
  "ALB",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "VFC",
  "AVB",
  "SDY",
  "FI",
  "EPAM",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "VVV",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "IR",
  "WEX",
  "NCLH",
  "FOUR",
  null,
  "CAH",
  "AEP",
  null,
  "FHI",
  "EVCM",
  "FLNG",
  "HIFS",
  "HSII",
  "HIMX",
  "HTH",
  "INDB",
  "HBB",
  "GENK",
  "IDCC",
  null,
  "IFF",
  "JBLU",
  "EEFT",
  "INVH",
  "DNUT",
  "PEG",
  null,
  "NVO",
  "AMZN",
  "MSI",
  "NIO",
  "CLF",
  null,
  "SIRI",
  "IVZ",
  null,
  "DKS",
  "KD",
  null,
  "AMTM",
  "MTX",
  "CEF",
  "OGS",
  null,
  "DKNG",
  "USB",
  "VLO",
  null,
  null,
  "MGK",
  "VOOV",
  null,
  "VXUS",
  "VOO",
  "VANI",
  "VTRS",
  "V",
  "VPG",
  "VITL",
  "COCO",
  "WRBY",
  "WBD",
  "WMT",
  "WERN",
  "WDC",
  "WEN",
  "WELL",
  "WTM",
  "WFCF",
  "WMB",
  null,
  "KLG",
  null,
  "WDAY",
  "XFOR",
  "YUMC",
  "YUM",
  "ZBRA",
  "ZIMV",
  "ADC",
  null,
  "DTE",
  null,
  "GRMN",
  "HDSN",
  "FNF",
  "MTB",
  "FLR",
  null,
  "SCHD",
  "ET",
  "DVY",
  "JHX",
  "SCHA",
  "LEA",
  "NSC",
  "NOK",
  "JCI",
  "NXPI",
  "HST",
  "KDP",
  "TER",
  "SO",
  "TTD",
  "TCMD",
  "TNDM",
  "TRP",
  null,
  "PSX",
  "CRM",
  "RNR",
  "SWKS",
  "SNAP",
  "PENN",
  "SUI",
  "SYY",
  "SHAK",
  "SPOT",
  "LNTH",
  "GEV",
  "CHWY",
  "MELI",
  "OLED",
  "ZBH",
  null,
  null,
  "IRMD",
  null,
  "GWW",
  "NTAP",
  "PSA",
  "SYF",
  "NUE",
  "FDX",
  null,
  "KMB",
  "ADP",
  "AZZ",
  "BAC",
  null,
  "BNS",
  "BMO",
  "BHB",
  "BK",
  null,
  "BRK-B",
  "BYND",
  "BJRI",
  "BJ",
  "BBY",
  "BMRN",
  "BLFS",
  "BXMT",
  "BA",
  null,
  "BLDE",
  "SAM",
  "BMY",
  "CBT",
  "BXP",
  "CNI",
  "CDNS",
  "CARR",
  "CCL",
  "CNC",
  "CELH",
  "CF",
  "CC",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CINF",
  "CB",
  "CRUS",
  "CMG",
  "CNK",
  "CSCO",
  "CFG",
  "CLH",
  "C",
  "CME",
  "KO",
  "CGNX",
  "COHR",
  "COIN",
  "CMCSA",
  "COLB",
  "CTSH",
  "CL",
  "CMC",
  "CNMD",
  "CODI",
  "COMP",
  "STZ",
  "CEG",
  null,
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CSGP",
  "CMT",
  "CROX",
  "CUZ",
  "CRWD",
  "CVS",
  "CFR",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DVN",
  "DRH",
  "FANG",
  "DAL",
  "DOCN",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "KRT",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 689
Total Value: 130656702
Accession Number: 0001907281-25-000002
Form Type: 13F-HR
CIK: 1620-investment-advisors
Manager Name: 1620-Investment-Advisors

Data Enrichment

80% identified

548 identified141 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

689 positions • $130.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 25 of 35

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Phillips 66

PSX|718546104

Shares:46

Value:$7.3K

% of Portfolio:0.0% ($7.3K/$130.7M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:255

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$130.7M)

Ingersoll Rand Inc.

IR|45687V106

Shares:90

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$130.7M)

Natera, Inc.

NTRA|632307104

Shares:50

Value:$7.1K

% of Portfolio:0.0% ($7.1K/$130.7M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:170

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$130.7M)

89832Q695

Shares:350

Value:$6.8K

% of Portfolio:0.0% ($6.8K/$130.7M)

NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND

NMT|67061E104

Shares:536

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$130.7M)

Kyndryl Holdings, Inc.

KD|50155Q100

Shares:213

Value:$6.7K

% of Portfolio:0.0% ($6.7K/$130.7M)

DOLLAR GENERAL CORP

DG|256677105

Shares:75

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$130.7M)

78464A672

Shares:226

Value:$6.5K

% of Portfolio:0.0% ($6.5K/$130.7M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:59

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$130.7M)

Chubb Ltd

CB|H1467J104

Shares:21

Value:$6.3K

% of Portfolio:0.0% ($6.3K/$130.7M)

921910816

MGK|921910816

Shares:20

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$130.7M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:56

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$130.7M)

Hyatt Hotels Corp

H|448579102

Shares:50

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$130.7M)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:77

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$130.7M)

74460W487

Shares:380

Value:$6.1K

% of Portfolio:0.0% ($6.1K/$130.7M)

DIAGEO PLC

DEO|25243Q205

Shares:58

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$130.7M)

316092303

Shares:118

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$130.7M)

433323102

HIFS|433323102

Shares:25

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$130.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Phillips 66(PSXcusip718546104)	46	QoQ +411.11% (+37) YoY NEW(+46)	All Managers (Combined)	$7.3K	0.0% ($7.3K/$130.7M)	QoQ +622.25% (+$6.3K) YoY NEW(+$7.3K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	255	QoQ -32.00% (-120) YoY NEW(+255)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$130.7M)	QoQ -18.68% (-$1.7K) YoY NEW(+$7.2K)
Ingersoll Rand Inc.(IRcusip45687V106)	90	QoQ 0.00% (-0) YoY NEW(+90)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$130.7M)	QoQ -11.52% (-$940) YoY NEW(+$7.2K)
Natera, Inc.(NTRAcusip632307104)	50	QoQ 0.00% (-0) YoY NEW(+50)	All Managers (Combined)	$7.1K	0.0% ($7.1K/$130.7M)	QoQ -10.66% (-$844) YoY NEW(+$7.1K)
WESTERN DIGITAL CORP(WDCcusip958102105)	170	QoQ -50.86% (-176) YoY NEW(+170)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$130.7M)	QoQ -66.68% (-$13.8K) YoY NEW(+$6.9K)
(cusip89832Q695)✕	350	QoQ 0.00% (+0) YoY NEW(+350)	All Managers (Combined)	$6.8K	0.0% ($6.8K/$130.7M)	QoQ +1.19% (+$81) YoY NEW(+$6.8K)
NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND(NMTcusip67061E104)	536	QoQ -87.39% (-3.7K) YoY NEW(+536)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$130.7M)	QoQ -86.19% (-$42.1K) YoY NEW(+$6.7K)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	213	QoQ -2.29% (-5) YoY NEW(+213)	All Managers (Combined)	$6.7K	0.0% ($6.7K/$130.7M)	QoQ -11.33% (-$855) YoY NEW(+$6.7K)
DOLLAR GENERAL CORP(DGcusip256677105)	75	QoQ NEW(+75) YoY NEW(+75)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$130.7M)	QoQ NEW(+$6.6K) YoY NEW(+$6.6K)
(cusip78464A672)✕	226	QoQ 0.00% (+0) YoY NEW(+226)	All Managers (Combined)	$6.5K	0.0% ($6.5K/$130.7M)	QoQ +2.50% (+$158) YoY NEW(+$6.5K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	59	QoQ 0.00% (+0) YoY NEW(+59)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$130.7M)	QoQ +15.89% (+$882) YoY NEW(+$6.4K)
Chubb Ltd(CBcusipH1467J104)	21	QoQ 0.00% (+0) YoY NEW(+21)	All Managers (Combined)	$6.3K	0.0% ($6.3K/$130.7M)	QoQ +9.30% (+$540) YoY NEW(+$6.3K)
(MGKcusip921910816)	20	QoQ -77.01% (-67) YoY NEW(+20)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$130.7M)	QoQ -79.32% (-$23.7K) YoY NEW(+$6.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	56	QoQ 0.00% (-0) YoY NEW(+56)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$130.7M)	QoQ -12.78% (-$903) YoY NEW(+$6.2K)
Hyatt Hotels Corp(Hcusip448579102)	50	QoQ 0.00% (-0) YoY NEW(+50)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$130.7M)	QoQ -21.96% (-$1.7K) YoY NEW(+$6.1K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	77	QoQ NEW(+77) YoY NEW(+77)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$130.7M)	QoQ NEW(+$6.1K) YoY NEW(+$6.1K)
(cusip74460W487)✕	380	QoQ 0.00% (-0) YoY NEW(+380)	All Managers (Combined)	$6.1K	0.0% ($6.1K/$130.7M)	QoQ -3.95% (-$251) YoY NEW(+$6.1K)
DIAGEO PLC(DEOcusip25243Q205)	58	QoQ 0.00% (-0) YoY NEW(+58)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$130.7M)	QoQ -17.57% (-$1.3K) YoY NEW(+$6.0K)
(cusip316092303)✕	118	QoQ 0.00% (+0) YoY NEW(+118)	All Managers (Combined)	$6.0K	0.0% ($6.0K/$130.7M)	QoQ +3.42% (+$200) YoY NEW(+$6.0K)
(HIFScusip433323102)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$130.7M)	QoQ NEW(+$5.9K) YoY NEW(+$5.9K)