1620 INVESTMENT ADVISORS, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
1I 1620 INVESTMENT ADVISORS, INC. | Institutional Filer | ▼ 1.46% | $147.8M | 658 |
Current Portfolio Holdings
Showing all 658 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | — | 145K | $4.9M | 3.29% |
| 2 | QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | — | 44K | $4.1M | 2.74% |
| 3 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | — | 37K | $3.6M | 2.41% |
| 4 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | — | 62K | $3.4M | 2.30% |
| 5 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | — | 107K | $3.1M | 2.10% |
| 6 | TY | Tri-Continental Corporation | Financial Services | 93K | $2.9M | 1.98% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 9K | $2.6M | 1.77% |
| 8 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 16K | $2.6M | 1.74% |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 48K | $2.5M | 1.72% |
| 10 | SCHP | SCHWAB US TIPS ETF | — | 91K | $2.4M | 1.64% |
| 11 | AAPL | Apple Inc. | Technology | 9K | $2.4M | 1.62% |
| 12 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 7K | $2.4M | 1.61% |
| 13 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | — | 45K | $2.3M | 1.57% |
| 14 | RTX | RTX Corporation | Industrials | 10K | $1.9M | 1.31% |
| 15 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | — | 16K | $1.7M | 1.17% |
Showing 1 to 15 of 658 holdings