1620 INVESTMENT ADVISORS, INC.
681 holdingsFiling period: 2026-06-30Current AUM: $160.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 148.9K | $5.0M | $4.9M | 3.03% | +3.9K | 2026-06-30 |
| 2 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 59.9K | $4.4M | $4.1M | 2.56% | -2,383 | 2026-06-30 |
| 3 | QEFA | STATE STREET MSCI EAFE STRATEGICFACTORS ETF | 43.7K | $4.2M | $4.4M | 2.72% | +221 | 2026-06-30 |
| 4 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 72.4K | $3.8M | $3.7M | 2.32% | +23.9K | 2026-06-30 |
| 5 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 38.0K | $3.6M | $3.4M | 2.15% | +679 | 2026-06-30 |
| 6 | AVES | AVANTIS EMERGING MARKETS VALUE ETF | 52.3K | $3.4M | $3.4M | 2.11% | -- | 2026-06-30 |
| 7 | TY | TRI CONTL CORP COM | 90.4K | $3.1M | $3.1M | 1.93% | -2,290 | 2026-06-30 |
| 8 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 106.1K | $3.1M | $3.0M | 1.90% | -507 | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & CO COM | 8.6K | $2.8M | $3.0M | 1.89% | -262 | 2026-06-30 |
| 10 | AAPL | APPLE INC COM | 9.1K | $2.6M | $3.0M | 1.88% | -301 | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 5.3K | $2.5M | $2.2M | 1.36% | -1,753 | 2026-06-30 |
| 12 | SCHP | SCHWAB US TIPS ETF | 92.1K | $2.4M | $2.4M | 1.47% | +859 | 2026-06-30 |
| 13 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 45.3K | $2.3M | $2.3M | 1.42% | +362 | 2026-06-30 |
| 14 | TJX | TJX COS INC NEW COM | 15.0K | $2.3M | $1.9M | 1.17% | -1,059 | 2026-06-30 |
| 15 | RTX | RTX CORPORATION COM | 9.5K | $1.8M | $1.9M | 1.16% | -584 | 2026-06-30 |
| 16 | ABBV | ABBVIE INC COM | 7.1K | $1.8M | $1.9M | 1.17% | -387 | 2026-06-30 |
| 17 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 16.3K | $1.7M | $1.7M | 1.07% | +115 | 2026-06-30 |
| 18 | GLW | CORNING INC COM | 6.6K | $1.7M | $950K | 0.59% | -449 | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP COM | 4.4K | $1.7M | $2.2M | 1.38% | +268 | 2026-06-30 |
| 20 | ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 54.6K | $1.6M | $1.5M | 0.97% | +480 | 2026-06-30 |
| 21 | JHPI | JOHN HANCOCK PREFERRED INCOME ETF | 67.4K | $1.5M | $1.5M | 0.93% | +2.5K | 2026-06-30 |
| 22 | TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 37.5K | $1.5M | $1.4M | 0.89% | -1,562 | 2026-06-30 |
| 23 | NVS | NOVARTIS AG SPONSORED ADR | 9.2K | $1.4M | $1.3M | 0.79% | +89 | 2026-06-30 |
| 24 | MPC | MARATHON PETE CORP COM | 5.6K | $1.4M | $2.3M | 1.42% | -12 | 2026-06-30 |
| 25 | — | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 1.5K | $1.4M | $1.4M | 0.87% | -2,001 | 2026-06-30 |
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