1620 Investment Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001907281
Type: FundHoldings: 689Value: $130.7MLatest: 2025Q1

1620 INVESTMENT ADVISORS, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 689 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
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
Manager Name
1620-Investment-Advisors
Data Enrichment
80% identified
548 identified141 unidentified

Holdings

689 positions • $130.7M total value
Manager:
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Page 1 of 35
78464A375
Shares:128.2K
Value:$4.3M
% of Portfolio:3.3% ($4.3M/$130.7M)
78468R101
Shares:106.7K
Value:$3.1M
% of Portfolio:2.4% ($3.1M/$130.7M)
464287440
Shares:32.6K
Value:$3.1M
% of Portfolio:2.4% ($3.1M/$130.7M)
78463X434
Shares:38.6K
Value:$3.0M
% of Portfolio:2.3% ($3.0M/$130.7M)
TRI-CONTINENTAL Corp
Shares:91.2K
Value:$2.8M
% of Portfolio:2.1% ($2.8M/$130.7M)
JPMORGAN CHASE & CO
Shares:10.4K
Value:$2.5M
% of Portfolio:1.9% ($2.5M/$130.7M)
464288646
Shares:45.1K
Value:$2.4M
% of Portfolio:1.8% ($2.4M/$130.7M)
808524870
Shares:87.1K
Value:$2.3M
% of Portfolio:1.8% ($2.3M/$130.7M)
TJX COMPANIES INC /DE/
Shares:18.8K
Value:$2.3M
% of Portfolio:1.8% ($2.3M/$130.7M)
Apple Inc.
Shares:9.7K
Value:$2.2M
% of Portfolio:1.6% ($2.2M/$130.7M)
02072L607
Shares:60.2K
Value:$2.1M
% of Portfolio:1.6% ($2.1M/$130.7M)
464288158
Shares:18.9K
Value:$2.0M
% of Portfolio:1.5% ($2.0M/$130.7M)
47103U746
Shares:35.7K
Value:$1.9M
% of Portfolio:1.4% ($1.9M/$130.7M)
78467V848
Shares:40.7K
Value:$1.6M
% of Portfolio:1.3% ($1.6M/$130.7M)
RTX Corp
Shares:12.1K
Value:$1.6M
% of Portfolio:1.2% ($1.6M/$130.7M)
MICROSOFT CORP
Shares:4.2K
Value:$1.6M
% of Portfolio:1.2% ($1.6M/$130.7M)
AbbVie Inc.
Shares:7.5K
Value:$1.6M
% of Portfolio:1.2% ($1.6M/$130.7M)
92189F437
Shares:49.8K
Value:$1.4M
% of Portfolio:1.1% ($1.4M/$130.7M)
CHEVRON CORP
Shares:7.8K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$130.7M)
92189H201
Shares:28.0K
Value:$1.3M
% of Portfolio:1.0% ($1.3M/$130.7M)