1620 INVESTMENT ADVISORS, INC.
660 holdingsFiling period: 2026-03-31Current 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 | 145.0K | $4.9M | $4.8M | 2.99% | +5.5K | 2026-03-31 |
| 2 | QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 43.5K | $4.1M | $4.3M | 2.69% | +872 | 2026-03-31 |
| 3 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 37.3K | $3.6M | $3.5M | 2.16% | +1.1K | 2026-03-31 |
| 4 | FRDM | FREEDOM 100 EMERGING MARKETS ETF | 62.2K | $3.4M | $4.1M | 2.53% | +109 | 2026-03-31 |
| 5 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 106.6K | $3.1M | $3.1M | 1.92% | +694 | 2026-03-31 |
| 6 | TY | TRI CONTL CORP COM | 92.7K | $2.9M | $3.2M | 2.01% | +312 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & CO. COM | 8.9K | $2.6M | $3.1M | 1.95% | -17 | 2026-03-31 |
| 8 | TJX | TJX COS INC NEW COM | 16.1K | $2.6M | $2.5M | 1.58% | -19 | 2026-03-31 |
| 9 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48.5K | $2.5M | $2.5M | 1.58% | +173 | 2026-03-31 |
| 10 | SCHP | SCHWAB US TIPS ETF | 91.2K | $2.4M | $2.4M | 1.48% | +1.7K | 2026-03-31 |
| 11 | AAPL | APPLE INC COM | 9.4K | $2.4M | $2.9M | 1.81% | +16 | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7.0K | $2.4M | $2.8M | 1.77% | +26 | 2026-03-31 |
| 13 | JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 44.9K | $2.3M | $2.3M | 1.43% | +1.4K | 2026-03-31 |
| 14 | RTX | RTX CORPORATION COM | 10.1K | $1.9M | $2.2M | 1.35% | -1,799 | 2026-03-31 |
| 15 | SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 16.2K | $1.7M | $1.7M | 1.07% | -644 | 2026-03-31 |
| 16 | ABBV | ABBVIE INC COM | 7.5K | $1.6M | $1.9M | 1.18% | +16 | 2026-03-31 |
| 17 | CVX | CHEVRON CORP NEW COM | 7.9K | $1.6M | $1.6M | 0.97% | -27 | 2026-03-31 |
| 18 | ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 54.1K | $1.6M | $1.6M | 0.97% | +1.5K | 2026-03-31 |
| 19 | TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 39.0K | $1.6M | $1.5M | 0.94% | -45 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP COM | 4.2K | $1.5M | $1.9M | 1.21% | +19 | 2026-03-31 |
| 21 | JHPI | JOHN HANCOCK PREFERRED INCOME ETF | 65.0K | $1.5M | $1.5M | 0.91% | +2.5K | 2026-03-31 |
| 22 | NVS | NOVARTIS AG SPONSORED ADR | 9.1K | $1.4M | $1.4M | 0.89% | +60 | 2026-03-31 |
| 23 | MPC | MARATHON PETE CORP COM | 5.6K | $1.4M | $1.8M | 1.10% | +45 | 2026-03-31 |
| 24 | — | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 3.5K | $1.4M | $1.4M | 0.84% | -978 | 2026-03-31 |
| 25 | EMTL | STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 29.3K | $1.2M | $1.2M | 0.78% | +773 | 2026-03-31 |
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