1620 Investment Advisors, Inc. Portfolio Stock Holdings
1620 Investment Advisors, Inc. disclosed 658 stock positions valued at approximately $147.8 million in its latest SEC 13F filing. The largest holdings include STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, SPDR MSCI EAFE STRATEGICFACTORS ETF, and ISHARES 7-10 YEAR TREASURY BOND ETF. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 658
- Portfolio Value
- $147.8M
Holdings by Sector
1620 Investment Advisors, Inc. Portfolio Holdings in Q1 2026
628 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | Other | 3.29% | 144,987 | +5,512 | +3.95% | $4,862,879 |
| SPDR MSCI EAFE STRATEGICFACTORS ETF | QEFA | Other | 2.74% | 43,503 | +872 | +2.05% | $4,057,601 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | Other | 2.41% | 37,291 | +1,136 | +3.14% | $3,559,073 |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | Other | 2.30% | 62,240 | +109 | +0.18% | $3,401,421 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | SPTS | Other | 2.10% | 106,607 | +694 | +0.66% | $3,110,796 |
| TRI CONTL CORP COM | TY | Financial Services | 1.98% | 92,650 | +312 | +0.34% | $2,926,841 |
| JPMORGAN CHASE & CO. COM | JPM | Financial Services | 1.77% | 8,880 | -17 | -0.19% | $2,612,333 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 1.74% | 16,074 | -19 | -0.12% | $2,567,047 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | Other | 1.72% | 48,486 | +173 | +0.36% | $2,548,439 |
| SCHWAB US TIPS ETF | SCHP | Other | 1.64% | 91,203 | +1,721 | +1.92% | $2,426,930 |
| APPLE INC COM | AAPL | Technology | 1.62% | 9,415 | +16 | +0.17% | $2,389,455 |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | TSM | Technology | 1.61% | 7,037 | +26 | +0.37% | $2,378,154 |
| JANUS HENDERSON SECURITIZED INCOME ETF | JSI | Other | 1.57% | 44,929 | +1,364 | +3.13% | $2,316,137 |
| RTX CORPORATION COM | RTX | Industrials | 1.31% | 10,070 | -1,799 | -15.16% | $1,942,620 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 1.17% | 16,199 | -644 | -3.82% | $1,725,194 |
| ABBVIE INC COM | ABBV | Healthcare | 1.11% | 7,533 | +16 | +0.21% | $1,638,451 |
| CHEVRON CORP NEW COM | CVX | Energy | 1.11% | 7,912 | -27 | -0.34% | $1,637,145 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | Other | 1.05% | 54,080 | +1,473 | +2.80% | $1,553,203 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | Other | 1.05% | 39,042 | -45 | -0.12% | $1,551,178 |
| MICROSOFT CORP COM | MSFT | Technology | 1.05% | 4,179 | +19 | +0.46% | $1,547,291 |
| JOHN HANCOCK PREFERRED INCOME ETF | JHPI | Other | 0.99% | 64,970 | +2,514 | +4.03% | $1,467,040 |
| NOVARTIS AG SPONSORED ADR | NVS | Healthcare | 0.94% | 9,094 | +60 | +0.66% | $1,389,110 |
| MARATHON PETE CORP COM | MPC | Energy | 0.92% | 5,569 | +45 | +0.81% | $1,359,994 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 0.92% | 3,455 | -978 | -22.06% | $1,353,531 |
| STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | EMTL | Other | 0.84% | 29,343 | +773 | +2.71% | $1,248,870 |
| VANECK INTERMEDIATE MUNI ETF | ITM | Other | 0.82% | 26,082 | - | - | $1,210,987 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | Other | 0.76% | 45,070 | - | - | $1,122,694 |
| SOUTHERN CO COM | SO | Utilities | 0.75% | 11,423 | +64 | +0.56% | $1,102,626 |
| EPR PPTYS COM SH BEN INT | EPR | Real Estate | 0.74% | 21,971 | +184 | +0.84% | $1,097,679 |
| BRISTOL-MYERS SQUIBB CO COM | BMY | Healthcare | 0.71% | 17,306 | +312 | +1.84% | $1,049,620 |
| JOHNSON CTLS INTL PLC SHS | JCI | Industrials | 0.70% | 7,894 | +60 | +0.77% | $1,033,749 |
| PFIZER INC COM | PFE | Healthcare | 0.70% | 36,738 | +371 | +1.02% | $1,031,631 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.70% | 20,535 | -3,868 | -15.85% | $1,030,897 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | Other | 0.68% | 10,883 | +16 | +0.15% | $1,004,326 |
| EATON CORP PLC SHS | ETN | Other | 0.68% | 2,803 | +1 | +0.04% | $1,002,549 |
| ASTRAZENECA PLC SPONSORED ADR | AZN | Healthcare | 0.67% | 5,029 | -4,903 | -49.37% | $991,939 |
| FEDERATED HERMES INC CL B | FHI | Financial Services | 0.66% | 17,234 | +190 | +1.11% | $977,340 |
| POWELL INDS INC COM | POWL | Industrials | 0.65% | 1,786 | -1,399 | -43.92% | $966,369 |
| CORNING INC COM | GLW | Technology | 0.65% | 7,072 | -4,712 | -39.99% | $961,651 |
| TORTOISE ENERGY INFRA CORP COM | TYG | Financial Services | 0.64% | 18,838 | +332 | +1.79% | $939,099 |
| GILEAD SCIENCES INC COM | GILD | Healthcare | 0.63% | 6,672 | +197 | +3.04% | $929,898 |
| EXXON MOBIL CORP COM | XOM | Energy | 0.63% | 5,452 | - | - | $924,986 |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | QUS | Other | 0.61% | 5,290 | -105 | -1.95% | $907,998 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.57% | 1,772 | -108 | -5.74% | $849,422 |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | Other | 0.57% | 8,706 | +20 | +0.23% | $841,870 |
| TAPESTRY INC COM | TPR | Consumer Cyclical | 0.57% | 5,925 | -56 | -0.94% | $836,217 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.56% | 5,285 | +82 | +1.58% | $820,729 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.53% | 2,731 | -71 | -2.53% | $785,411 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.52% | 42,465 | +577 | +1.38% | $765,234 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.51% | 3,118 | +9 | +0.29% | $756,010 |
| NETAPP INC COM | NTAP | Technology | 0.50% | 7,201 | +188 | +2.68% | $737,393 |
| CHENIERE ENERGY INC COM NEW | LNG | Energy | 0.49% | 2,541 | +84 | +3.42% | $721,034 |
| LINCOLN NATL CORP IND COM | LNC | Financial Services | 0.49% | 20,251 | -219 | -1.07% | $718,911 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.49% | 2,183 | +18 | +0.83% | $717,969 |
| MONDELEZ INTL INC CL A | MDLZ | Consumer Defensive | 0.49% | 12,455 | +95 | +0.77% | $717,919 |
| AGREE RLTY CORP COM | ADC | Real Estate | 0.48% | 9,508 | +25 | +0.26% | $716,776 |
| LEAR CORP COM NEW | LEA | Consumer Cyclical | 0.48% | 5,852 | +77 | +1.33% | $708,560 |
| BROADCOM INC COM | AVGO | Technology | 0.47% | 2,246 | -44 | -1.92% | $695,314 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.47% | 3,336 | -69 | -2.03% | $694,800 |
| TRAVELERS COMPANIES INC COM | TRV | Financial Services | 0.46% | 2,346 | +7 | +0.30% | $684,480 |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | IGEB | Other | 0.46% | 15,109 | +661 | +4.58% | $680,835 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.46% | 2,784 | -2 | -0.07% | $680,658 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 0.45% | 19,801 | -7,100 | -26.39% | $663,961 |
| TRUIST FINL CORP COM | TFC | Financial Services | 0.45% | 14,332 | +358 | +2.56% | $658,876 |
| T. ROWE PRICE FLOATING RATE ETF | TFLR | Other | 0.44% | 12,977 | +842 | +6.94% | $653,533 |
| RPM INTL INC COM | RPM | Basic Materials | 0.44% | 6,512 | +118 | +1.85% | $647,367 |
| DIAMONDROCK HOSPITALITY CO COM | DRH | Real Estate | 0.44% | 69,068 | +1,020 | +1.50% | $647,167 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.43% | 6,554 | +31 | +0.48% | $631,684 |
| MEDTRONIC PLC SHS | MDT | Other | 0.42% | 7,234 | -5,197 | -41.81% | $626,826 |
| INVESCO PREFERRED ETF | PGX | Other | 0.41% | 55,508 | -157 | -0.28% | $603,934 |
| BLACKSTONE INC COM | BX | Financial Services | 0.41% | 5,244 | +122 | +2.38% | $603,076 |
| WILLIAMS COS INC COM | WMB | Energy | 0.41% | 8,241 | - | - | $599,780 |
| OUTFRONT MEDIA INC COM NEW | OUT | Other | 0.40% | 22,540 | -500 | -2.17% | $597,310 |
| GENERAL DYNAMICS CORP COM | GD | Industrials | 0.40% | 1,725 | - | - | $592,055 |
| RALPH LAUREN CORP CL A | RL | Consumer Cyclical | 0.40% | 1,716 | +32 | +1.90% | $590,287 |
| DOMINION ENERGY INC COM | D | Utilities | 0.39% | 9,396 | +275 | +3.02% | $580,861 |
| STARWOOD PPTY TR INC COM | STWD | Real Estate | 0.39% | 33,595 | +1,115 | +3.43% | $578,506 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.38% | 3,502 | +540 | +18.23% | $561,573 |
| PUBLIC SVC ENTERPRISE GRP INC COM | PEG | Utilities | 0.38% | 6,913 | +211 | +3.15% | $559,616 |
| INVITATION HOMES INC COM | INVH | Real Estate | 0.37% | 21,939 | +308 | +1.42% | $545,199 |
| PINNACLE WEST CAP CORP COM | PNW | Utilities | 0.37% | 5,377 | +137 | +2.61% | $541,733 |
| WALMART INC COM | WMT | Consumer Defensive | 0.37% | 4,356 | -3,173 | -42.14% | $541,418 |
| RYDER SYS INC COM | R | Industrials | 0.36% | 2,615 | -48 | -1.80% | $535,317 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.35% | 13,547 | +236 | +1.77% | $512,649 |
| CARDINAL HEALTH INC COM | CAH | Healthcare | 0.34% | 2,385 | -46 | -1.89% | $503,974 |
| CITIZENS FINL GROUP INC COM | CFG | Financial Services | 0.32% | 8,010 | +101 | +1.28% | $480,360 |
| AT&T INC COM | T | Communication Services | 0.32% | 16,339 | -7,626 | -31.82% | $473,668 |
| SCOTTS MIRACLE-GRO CO CL A | SMG | Basic Materials | 0.32% | 7,785 | +263 | +3.50% | $473,406 |
| SPDR GOLD SHARES | GLD | Other | 0.32% | 1,096 | -9 | -0.81% | $471,598 |
| GARMIN LTD SHS | GRMN | Other | 0.31% | 2,006 | -3 | -0.15% | $465,530 |
| MAGNA INTL INC COM | MGA | Consumer Cyclical | 0.31% | 8,302 | +70 | +0.85% | $463,335 |
| HERCULES CAPITAL INC COM | HTGC | Financial Services | 0.31% | 30,993 | - | - | $457,767 |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | Other | 0.31% | 18,796 | - | - | $456,179 |
| GLOBAL X U.S. PREFERRED ETF | PFFD | Other | 0.31% | 24,738 | +2,169 | +9.61% | $455,190 |
| DARDEN RESTAURANTS INC COM | DRI | Consumer Cyclical | 0.29% | 2,218 | +28 | +1.28% | $434,817 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.29% | 2,234 | +132 | +6.28% | $433,709 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | Other | 0.29% | 4,583 | +30 | +0.66% | $430,508 |
| HA SUSTAINABLE INFRA CAP INC COM | HASI | Real Estate | 0.29% | 11,606 | +221 | +1.94% | $426,528 |
| VIATRIS INC COM | VTRS | Healthcare | 0.29% | 31,197 | -15,008 | -32.48% | $421,471 |
| ORACLE CORP COM | ORCL | Technology | 0.28% | 2,834 | +167 | +6.26% | $417,036 |