1620 Investment Advisors, Inc. Portfolio Stock Holdings
1620 Investment Advisors, Inc. disclosed 677 stock positions valued at approximately $161.5 million in its latest SEC 13F filing. The largest holdings include STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, FREEDOM 100 EMERGING MARKETS ETF, and STATE STREET MSCI EAFE STRATEGICFACTORS ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 677
- Portfolio Value
- $161.5M
Holdings by Sector
1620 Investment Advisors, Inc. Portfolio Holdings in Q2 2026
629 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 | 3.09% | 148,865 | +3,878 | +2.67% | $4,981,047 |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | Other | 2.70% | 59,857 | -2,383 | -3.83% | $4,363,607 |
| STATE STREET MSCI EAFE STRATEGICFACTORS ETF | QEFA | Other | 2.60% | 43,724 | +221 | +0.51% | $4,198,205 |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | Other | 2.35% | 72,427 | +23,941 | +49.38% | $3,795,921 |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | Other | 2.22% | 37,970 | +679 | +1.82% | $3,590,858 |
| AVANTIS EMERGING MARKETS VALUE ETF | AVES | Other | 2.13% | 52,320 | +1,795 | +3.55% | $3,432,192 |
| TRI CONTL CORP COM | TY | Financial Services | 1.93% | 90,360 | -2,290 | -2.47% | $3,110,223 |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | SPTS | Other | 1.91% | 106,100 | -507 | -0.48% | $3,077,974 |
| JPMORGAN CHASE & CO COM | JPM | Financial Services | 1.75% | 8,618 | -262 | -2.95% | $2,821,095 |
| APPLE INC COM | AAPL | Technology | 1.63% | 9,114 | -301 | -3.20% | $2,637,381 |
| TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | TSM | Technology | 1.56% | 5,284 | -1,753 | -24.91% | $2,523,480 |
| SCHWAB US TIPS ETF | SCHP | Other | 1.51% | 92,062 | +859 | +0.94% | $2,439,666 |
| JANUS HENDERSON SECURITIZED INCOME ETF | JSI | Other | 1.44% | 45,291 | +362 | +0.81% | $2,319,358 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 1.41% | 15,015 | -1,059 | -6.59% | $2,274,800 |
| RTX CORPORATION COM | RTX | Industrials | 1.11% | 9,486 | -584 | -5.80% | $1,799,894 |
| ABBVIE INC COM | ABBV | Healthcare | 1.11% | 7,146 | -387 | -5.14% | $1,798,334 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | Other | 1.08% | 16,314 | +115 | +0.71% | $1,736,952 |
| CORNING INC COM | GLW | Technology | 1.05% | 6,623 | -449 | -6.35% | $1,691,847 |
| MICROSOFT CORP COM | MSFT | Technology | 1.03% | 4,447 | +268 | +6.41% | $1,658,854 |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | ANGL | Other | 0.99% | 54,560 | +480 | +0.89% | $1,595,344 |
| JOHN HANCOCK PREFERRED INCOME ETF | JHPI | Other | 0.95% | 67,434 | +2,464 | +3.79% | $1,530,747 |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | TOTL | Other | 0.92% | 37,480 | -1,562 | -4.00% | $1,479,353 |
| NOVARTIS AG SPONSORED ADR | NVS | Healthcare | 0.89% | 9,183 | +89 | +0.98% | $1,439,161 |
| MARATHON PETE CORP COM | MPC | Energy | 0.88% | 5,557 | -12 | -0.22% | $1,420,921 |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | STX | Other | 0.87% | 1,454 | -2,001 | -57.92% | $1,403,110 |
| STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | EMTL | Other | 0.79% | 29,750 | +407 | +1.39% | $1,270,457 |
| CHEVRON CORPORATION COM | CVX | Energy | 0.77% | 7,457 | -455 | -5.75% | $1,236,194 |
| EPR PPTYS COM SH BEN INT | EPR | Real Estate | 0.76% | 21,172 | -799 | -3.64% | $1,228,223 |
| VANECK INTERMEDIATE MUNI ETF | ITM | Other | 0.76% | 26,082 | - | - | $1,225,593 |
| JOHNSON CTLS INTL PLC SHS | JCI | Industrials | 0.71% | 7,867 | -27 | -0.34% | $1,149,481 |
| NETAPP INC COM | NTAP | Technology | 0.69% | 7,193 | -8 | -0.11% | $1,113,314 |
| EATON CORP PLC SHS | ETN | Other | 0.65% | 2,444 | -359 | -12.81% | $1,041,437 |
| BRISTOL-MYERS SQUIBB CO COM | BMY | Healthcare | 0.63% | 17,612 | +306 | +1.77% | $1,014,807 |
| SOUTHERN CO COM | SO | Utilities | 0.63% | 10,600 | -823 | -7.20% | $1,014,603 |
| ALPHABET INC CAP STK CL A | GOOGL | Communication Services | 0.60% | 2,722 | -9 | -0.33% | $972,866 |
| ASTRAZENECA PLC ORD | AZN | Healthcare | 0.59% | 5,058 | +29 | +0.58% | $959,213 |
| BLACKSTONE INC COM | BX | Financial Services | 0.59% | 8,070 | +2,826 | +53.89% | $949,667 |
| FEDERATED HERMES INC CL B | FHI | Financial Services | 0.59% | 17,183 | -51 | -0.30% | $948,845 |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | Other | 0.58% | 38,040 | -7,030 | -15.60% | $938,066 |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | QUS | Other | 0.56% | 4,848 | -442 | -8.36% | $905,984 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-B | Financial Services | 0.55% | 1,770 | -2 | -0.11% | $885,983 |
| TAPESTRY INC COM | TPR | Consumer Cyclical | 0.54% | 6,002 | +77 | +1.30% | $878,719 |
| PFIZER INC COM | PFE | Healthcare | 0.54% | 36,100 | -638 | -1.74% | $869,312 |
| DIAMONDROCK HOSPITALITY CO COM | DRH | Real Estate | 0.51% | 68,135 | -933 | -1.35% | $829,884 |
| TORTOISE ENERGY INFRSTRCTR CP COM | TYG | Financial Services | 0.50% | 18,700 | -138 | -0.73% | $801,691 |
| AMAZON COM INC COM | AMZN | Consumer Cyclical | 0.49% | 3,350 | +14 | +0.42% | $798,451 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.49% | 2,245 | +62 | +2.84% | $791,769 |
| LEAR CORP COM NEW | LEA | Consumer Cyclical | 0.49% | 5,898 | +46 | +0.79% | $790,774 |
| VERIZON COMMUNICATIONS INC COM | VZ | Communication Services | 0.49% | 18,644 | -1,891 | -9.21% | $789,421 |
| TRAVELERS COMPANIES INC COM | TRV | Financial Services | 0.49% | 2,374 | +28 | +1.19% | $783,929 |
| POWELL INDS INC COM | POWL | Industrials | 0.48% | 2,727 | +941 | +52.69% | $780,904 |
| INTERNATIONAL BUSINESS MACHS COM | IBM | Technology | 0.48% | 2,773 | -345 | -11.06% | $780,071 |
| GILEAD SCIENCES INC COM | GILD | Healthcare | 0.47% | 5,976 | -696 | -10.43% | $755,027 |
| MONDELEZ INTL INC CL A | MDLZ | Consumer Defensive | 0.46% | 12,739 | +284 | +2.28% | $736,837 |
| RPM INTL INC COM | RPM | Basic Materials | 0.45% | 6,608 | +96 | +1.47% | $734,562 |
| INVITATION HOMES INC COM | INVH | Real Estate | 0.44% | 23,763 | +1,824 | +8.31% | $717,898 |
| PEPSICO INC COM | PEP | Consumer Defensive | 0.44% | 5,297 | +12 | +0.23% | $717,245 |
| TRUIST FINL CORP COM | TFC | Financial Services | 0.44% | 14,382 | +50 | +0.35% | $716,548 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 0.44% | 2,820 | +36 | +1.29% | $716,338 |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | Other | 0.44% | 7,756 | -3,127 | -28.73% | $715,241 |
| AGREE RLTY CORP COM | ADC | Real Estate | 0.44% | 9,407 | -101 | -1.06% | $712,549 |
| PALO ALTO NETWORKS INC COM | PANW | Technology | 0.44% | 2,087 | -1,415 | -40.41% | $711,990 |
| RALPH LAUREN CORP CL A | RL | Consumer Cyclical | 0.43% | 1,727 | +11 | +0.64% | $693,235 |
| ARES CAPITAL CORP COM | ARCC | Financial Services | 0.43% | 37,166 | -5,299 | -12.48% | $688,701 |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | Other | 0.43% | 6,611 | -2,095 | -24.06% | $687,280 |
| TEXAS INSTRS INC COM | TXN | Technology | 0.42% | 2,284 | +50 | +2.24% | $680,792 |
| T. ROWE PRICE FLOATING RATE ETF | TFLR | Other | 0.41% | 13,267 | +290 | +2.23% | $668,804 |
| DISNEY WALT CO COM | DIS | Communication Services | 0.40% | 6,711 | +157 | +2.40% | $645,943 |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | Energy | 0.40% | 4,713 | -739 | -13.55% | $644,361 |
| DOMINION ENERGY INC COM | D | Utilities | 0.40% | 9,372 | -24 | -0.26% | $640,014 |
| CHENIERE ENERGY INC COM NEW | LNG | Energy | 0.38% | 2,547 | +6 | +0.24% | $608,758 |
| CARDINAL HEALTH INC COM | CAH | Healthcare | 0.37% | 2,485 | +100 | +4.19% | $590,337 |
| INVESCO PREFERRED ETF | PGX | Other | 0.36% | 54,337 | -1,171 | -2.11% | $589,023 |
| MEDTRONIC PLC SHS | MDT | Other | 0.36% | 7,464 | +230 | +3.18% | $583,909 |
| LINCOLN NATL CORP IND COM | LNC | Financial Services | 0.36% | 16,445 | -3,806 | -18.79% | $581,331 |
| PINNACLE WEST CAP CORP COM | PNW | Utilities | 0.36% | 5,417 | +40 | +0.74% | $579,619 |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | IGEB | Other | 0.36% | 12,792 | -2,317 | -15.34% | $577,084 |
| PUBLIC SVC ENTERPRISE GROUP COM | PEG | Utilities | 0.35% | 7,053 | +140 | +2.03% | $572,430 |
| CITIZENS FINL GROUP INC COM | CFG | Financial Services | 0.35% | 8,045 | +35 | +0.44% | $563,713 |
| MAGNA INTL INC COM | MGA | Consumer Cyclical | 0.34% | 8,417 | +115 | +1.39% | $552,660 |
| BROADCOM INC COM | AVGO | Technology | 0.34% | 1,452 | -794 | -35.35% | $548,682 |
| OUTFRONT MEDIA INC COM NEW | OUT | Other | 0.34% | 16,540 | -6,000 | -26.62% | $541,850 |
| SCOTTS MIRACLE-GRO CO CL A | SMG | Basic Materials | 0.33% | 7,909 | +124 | +1.59% | $538,682 |
| RYDER SYS INC COM | R | Industrials | 0.32% | 1,969 | -646 | -24.70% | $519,363 |
| KINDER MORGAN INC DEL COM | KMI | Energy | 0.32% | 16,235 | -3,566 | -18.01% | $519,033 |
| GLOBAL X U.S. PREFERRED ETF | PFFD | Other | 0.32% | 27,336 | +2,598 | +10.50% | $510,927 |
| DUPONT DE NEMOURS INC COMMON STOCK | DD | Basic Materials | 0.31% | 3,667 | -3,301 | -47.37% | $497,392 |
| ENTERPRISE PRODS PARTNERS L P COM | EPD | Energy | 0.31% | 13,502 | -45 | -0.33% | $496,363 |
| WALMART INC COM | WMT | Consumer Defensive | 0.31% | 4,367 | +11 | +0.25% | $494,656 |
| APPLIED MATLS INC COM | AMAT | Technology | 0.31% | 683 | - | - | $493,809 |
| DARDEN RESTAURANTS INC COM | DRI | Consumer Cyclical | 0.29% | 2,294 | +76 | +3.43% | $472,587 |
| GARMIN LTD SHS | GRMN | Other | 0.29% | 1,984 | -22 | -1.10% | $471,400 |
| STARWOOD PPTY TR INC COM | STWD | Real Estate | 0.29% | 28,613 | -4,982 | -14.83% | $468,681 |
| DELL TECHNOLOGIES INC CL C | DELL | Technology | 0.29% | 1,080 | -16 | -1.46% | $465,977 |
| HA SUSTAINABLE INFRA CAP INC COM | HASI | Real Estate | 0.29% | 11,911 | +305 | +2.63% | $465,132 |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | Other | 0.28% | 18,796 | - | - | $453,735 |
| GENERAL DYNAMICS CORP COM | GD | Industrials | 0.28% | 1,276 | -449 | -26.03% | $452,010 |
| GLOBAL X EMERGING MARKETS BOND ETF | EMBD | Other | 0.28% | 18,860 | +1,090 | +6.13% | $451,708 |
| WILLIAMS COS INC COM | WMB | Energy | 0.28% | 6,040 | -2,201 | -26.71% | $449,014 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | EMB | Other | 0.27% | 4,555 | -28 | -0.61% | $439,312 |