13F-HR filed by 1620 INVESTMENT ADVISORS, INC.
1620 INVESTMENT ADVISORS, INC. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-11, with 705 holding rows worth $131,947,327.
- Accession
- 0001907281-25-000001
- Filer
- CIK 1907281
- Filed
- 2025-02-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 705 entries on the cover page, a total value of $131,947,327 stated on the cover page (in dollars after the unit check, H1), rows summing to $131,947,327 with VALUE read as dollars as filed, 13F file number 028-22522. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| MAGNERA CORP | 55939A107 | COMMON STOCK | 373 | $6,777 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 536 | $6,775 | dollars as filed | |
| TFC 4 3/4 PERP | 89832Q695 | PUBLIC | 350 | $6,755 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 245 | $6,708 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 29 | $6,666 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 29 | $6,472 | dollars as filed | |
| PUBLICSTORAGE | 74460W487 | PREFERREDSTK | 380 | $6,350 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 226 | $6,301 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 18 | $6,234 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 46 | $6,147 | dollars as filed | |
| HESS CORP | 42809H107 | COM | 46 | $6,118 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 61 | $6,065 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092303 | CONSMR STAPLES | 118 | $5,833 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 21 | $5,802 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 62 | $5,699 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 30 | $5,688 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 38 | $5,683 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 50 | $5,681 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 59 | $5,548 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 100 | $5,545 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 46 | $5,536 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 60 | $5,501 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 5 | $5,269 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 85 | $5,155 | dollars as filed | |
| CORE MOLDING TECHNOLOGIES IN | 218683100 | COMMON STOCK | 293 | $4,846 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 200 | $4,842 | dollars as filed | |
| Morgan Stanley 6.625 Perp Pfd | 61762V838 | PERP PFD CNV A | 180 | $4,772 | dollars as filed | |
| Southern Co 4.20 Pfd | 842587883 | PFD | 250 | $4,728 | dollars as filed | |
| BARRICK GOLD CORP | 067901108 | COM | 300 | $4,650 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 20 | $4,603 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 38 | $4,589 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 44 | $4,577 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 61 | $4,571 | dollars as filed | |
| KARAT PACKAGING INC | 48563L101 | COM | 150 | $4,539 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 25 | $4,527 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 9 | $4,511 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 150 | $4,479 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X200 | DJ GLBL DIVID | 200 | $4,448 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 22 | $4,299 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 81 | $4,264 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 17 | $4,221 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 18 | $4,203 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 75 | $3,904 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 30 | $3,894 | dollars as filed | |
| SOUTH BOW CORP COM | 83671M105 | Stock | 160 | $3,771 | dollars as filed | |
| WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | 97717W836 | ETF | 50 | $3,757 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 112 | $3,709 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 30 | $3,677 | dollars as filed | |
| ADIAL PHARMACEUTICALS INC | 00688A106 | COM | 3,600 | $3,636 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 30 | $3,596 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 22 | $3,531 | dollars as filed | |
| ISHARES TR | 464287184 | CHINA LG-CAP ETF | 115 | $3,501 | dollars as filed | |
| UNION BANKSHARES INC | 905400107 | CMN | 120 | $3,469 | dollars as filed | |
| PIONEER MUNICIPAL HIGH INCOME | 723762100 | COM | 410 | $3,456 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 26 | $3,399 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 39 | $3,341 | dollars as filed | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 270 | $3,310 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 8 | $3,213 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 25 | $3,139 | dollars as filed | |
| WHERE FOOD COMES FROM INC | 96327X200 | COM NEW | 225 | $2,979 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 5 | $2,972 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 22 | $2,906 | dollars as filed | |
| VANECK ETF TRUST | 92189F700 | AGRIBUSINESS ETF | 45 | $2,903 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 32 | $2,897 | dollars as filed | |
| GRAYSCALE ETHEREUM STAKING | 38964R203 | SHS NEW | 92 | $2,897 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 8 | $2,742 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 22 | $2,739 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 7 | $2,704 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 30 | $2,681 | dollars as filed | |
| ALL 5.1 PERP | 020002838 | PUBLIC | 120 | $2,626 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 50 | $2,624 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2 | $2,551 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 33 | $2,442 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 0 | $2,410 | dollars as filed | Amount filed as zero, left out of ratios. |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 19 | $2,398 | dollars as filed | |
| NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | 654445303 | Equity | 160 | $2,341 | dollars as filed | |
| Boeing Company | 097023105 | COM | 13 | $2,301 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 16 | $2,244 | dollars as filed | |
| COPA HOLDINGS SA | P31076105 | CL A | 25 | $2,197 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137Y500 | ZACKS MULT AST | 85 | $2,139 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 3 | $2,060 | dollars as filed | |
| EVERCOMMERCE INC | 29977X105 | COMMON STOCK | 187 | $2,059 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 80 | $2,058 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 4 | $2,034 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 10 | $1,875 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 13 | $1,868 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 95 | $1,861 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 13 | $1,859 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 80 | $1,857 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 17 | $1,833 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 82 | $1,807 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 20 | $1,785 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 176 | $1,742 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 5 | $1,730 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 10 | $1,714 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 24 | $1,689 | dollars as filed | |
| FISERV INC | 337738108 | COM | 8 | $1,681 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 31 | $1,621 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 3 | $1,597 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 26 | $1,571 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 19 | $1,513 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 20 | $1,487 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 50 | $1,478 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 7 | $1,422 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 7 | $1,410 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 3 | $1,399 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 80 | $1,398 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 31 | $1,393 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 6 | $1,375 | dollars as filed | |
| Public Storage Preferred 4.875 pct. | 74460W628 | PFD | 65 | $1,368 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 2 | $1,357 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 15 | $1,330 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 6 | $1,293 | dollars as filed | |
| KAYNE ANDERSON ENERGY | 486606106 | COM | 100 | $1,271 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 14 | $1,271 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 9 | $1,231 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4 | $1,218 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 9 | $1,197 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 6 | $1,196 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 1 | $1,186 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 9 | $1,183 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 16 | $1,163 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4 | $1,158 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 25 | $1,155 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2 | $1,132 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 75 | $1,119 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 15 | $1,114 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 5 | $1,091 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 5 | $1,079 | dollars as filed | |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | 09257W100 | REIT | 60 | $1,045 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2 | $1,013 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 9 | $1,011 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 6 | $986 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 4 | $978 | dollars as filed | |
| GROVE COLLABORATIVE HOLDINGS | 39957D201 | Common Stock | 700 | $973 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 46 | $967 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 7 | $935 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 3 | $933 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 6 | $907 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 4 | $883 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 2 | $879 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 50 | $872 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 4 | $856 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 4 | $850 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 5 | $839 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 3 | $820 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 10 | $818 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 50 | $815 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 8 | $805 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 11 | $802 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 1 | $801 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 13 | $790 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 13 | $766 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 7 | $763 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 15 | $751 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7 | $746 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 2 | $739 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 17 | $738 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 13 | $696 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 8 | $678 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 40 | $676 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 12 | $670 | dollars as filed | |
| F&G ANNUITIES & LIFE INC | 30190A104 | COMMON STOCK | 16 | $653 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 7 | $630 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 1 | $627 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 4 | $572 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 26 | $557 | dollars as filed | |
| MARINUS PHARMACEUTICALS INC | 56854Q200 | COM NEW | 1,000 | $535 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 43 | $525 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1 | $511 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 3 | $510 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 9 | $496 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H700 | COMMON STOCK | 50 | $452 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 25 | $450 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 11 | $388 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 10 | $372 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 10 | $341 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 26 | $280 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U106 | OAKMARK U S LRG | 10 | $235 | dollars as filed | |
| LITHIUM ARGENTINA AG | H5012F103 | COM SHS | 88 | $231 | dollars as filed | |
| PIEDMONT LITHIUM INC | 72016P105 | COM | 24 | $210 | dollars as filed | |
| ELME COMMUNITIES | 939653101 | SH BEN INT | 12 | $183 | dollars as filed | |
| CADIZ INC | 127537207 | COM NEW | 35 | $182 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 11 | $180 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 3 | $157 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 9 | $126 | dollars as filed | |
| PARAMOUNT GROUP INC | 69924R108 | COM | 23 | $113 | dollars as filed | |
| GEN RESTAURENT GROUP | 36870C104 | CMN | 15 | $112 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 3 | $108 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 11 | $91 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 3 | $73 | dollars as filed | |
| RADNET INC | 750491102 | COM | 1 | $70 | dollars as filed | |
| ONEWATER MARINE INC CL A | 68280L101 | COMMON STOCK | 3 | $52 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 2 | $46 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 0 | $41 | dollars as filed | Amount filed as zero, left out of ratios. |
| BEYOND MEAT INC | 08862E109 | COM | 10 | $38 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 3 | $30 | dollars as filed | |
| NEWELL BRANDS INC COM | 651229106 | Stock | 0 | $4 | dollars as filed | Amount filed as zero, left out of ratios. |
| iShares S&P Global Clean Energy Index Fund | 464288224 | COM | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| JBG SMITH PPTYS COM | 46590V100 | REIT | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| NEW YORK REIT INC ESCROW | 64ESC1997 | COM | 8,000 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
| SYNERGY PHARMACEUTICALS DEL | 871639308 | COM NEW | 25 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
| PERSHING SQUARE TONTINE HOLDINGS LTD CALL WTS/PROD OPEN() | 715ESC026 | COM | 197 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
| LEHMAN BROTHERS HOLDING INC ESCROW DEPOSITARY SHARES EACH REPRESENTING 1/10 | 524ESC639 | PFD | 50 | $0 | dollars as filed | Value filed as zero, left out of ratios. |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001907281-25-000001 | this filing | 2025-02-11 | acceptance time not in the bulk data set |