13F-HR filed by 1620 INVESTMENT ADVISORS, INC.
1620 INVESTMENT ADVISORS, INC. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 689 holding rows worth $130,656,702.
- Accession
- 0001907281-25-000002
- Filer
- CIK 1907281
- Filed
- 2025-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 689 entries on the cover page, a total value of $130,656,702 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,656,702 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 |
|---|---|---|---|---|---|---|
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 61 | $5,885 | dollars as filed | |
| BARRICK GOLD CORP | 067901108 | COM | 300 | $5,832 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 85 | $5,781 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 60 | $5,627 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V134 | WILDERHIL CLAN | 351 | $5,525 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 100 | $5,509 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 25 | $5,370 | dollars as filed | |
| DTE ENERGY CO COM | 233331107 | Stock | 38 | $5,254 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 22 | $5,197 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 593 | $5,165 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 33 | $5,048 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 25 | $5,041 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 18 | $4,964 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 5 | $4,865 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33734X200 | DJ GLBL DIVID | 200 | $4,840 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 40 | $4,836 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 56 | $4,818 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 9 | $4,696 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 12 | $4,602 | dollars as filed | |
| Southern Co 4.20 Pfd | 842587883 | PFD | 250 | $4,593 | dollars as filed | |
| Morgan Stanley 6.625 Perp Pfd | 61762V838 | PERP PFD CNV A | 180 | $4,590 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 61 | $4,579 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 25 | $4,534 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 150 | $4,515 | dollars as filed | |
| CORE MOLDING TECHNOLOGIES IN | 218683100 | COMMON STOCK | 293 | $4,454 | dollars as filed | |
| ISHARES TR | 464287184 | CHINA LG-CAP ETF | 115 | $4,122 | dollars as filed | |
| SOUTH BOW CORP COM | 83671M105 | Stock | 160 | $4,083 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 13 | $4,057 | dollars as filed | |
| KARAT PACKAGING INC | 48563L101 | COM | 150 | $3,987 | dollars as filed | |
| WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND | 97717W836 | ETF | 50 | $3,964 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 20 | $3,942 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 30 | $3,847 | dollars as filed | |
| UNION BANKSHARES INC | 905400107 | CMN | 120 | $3,776 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 16 | $3,736 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 75 | $3,720 | dollars as filed | |
| WARBY PARKER INC | 93403J106 | CL A COM | 200 | $3,646 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 39 | $3,645 | dollars as filed | |
| PIONEER MUNICIPAL HIGH INCOME | 723762100 | COM | 410 | $3,424 | dollars as filed | |
| BJS WHSL CLUB HLDGS INC COM | 05550J101 | Stock | 30 | $3,423 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G706 | SOLAR ETF | 112 | $3,412 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 30 | $3,388 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 270 | $3,343 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 32 | $3,272 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 45 | $3,249 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 22 | $3,245 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 20 | $3,225 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 33 | $3,174 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 26 | $3,089 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 6 | $3,072 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 59 | $3,037 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 22 | $2,985 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 68 | $2,965 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 8 | $2,948 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 50 | $2,947 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 17 | $2,928 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 8 | $2,889 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 29 | $2,824 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 30 | $2,810 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 56 | $2,666 | dollars as filed | |
| SHAKE SHACK INC | 819047101 | CL A | 30 | $2,645 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 5 | $2,630 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 33 | $2,583 | dollars as filed | |
| ALL 5.1 PERP | 020002838 | PUBLIC | 120 | $2,520 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 40 | $2,512 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 38 | $2,499 | dollars as filed | |
| WHERE FOOD COMES FROM INC | 96327X200 | COM NEW | 225 | $2,491 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 15 | $2,470 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 16 | $2,468 | dollars as filed | |
| X4 Pharmaceuticals, Inc. | 98420X103 | COM | 10,000 | $2,364 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 14 | $2,325 | dollars as filed | |
| COPA HOLDINGS SA | P31076105 | CL A | 25 | $2,312 | dollars as filed | |
| ADIAL PHARMACEUTICALS INC | 00688A106 | COM | 3,600 | $2,283 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 0 | $2,234 | dollars as filed | Amount filed as zero, left out of ratios. |
| Boeing Company | 097023105 | COM | 13 | $2,217 | dollars as filed | |
| CONSOLIDATED EDISON INC | 209115104 | COM | 20 | $2,212 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137Y500 | ZACKS MULT AST | 85 | $2,158 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 4 | $2,076 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 3 | $2,012 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 10 | $1,925 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 13 | $1,920 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 2 | $1,916 | dollars as filed | |
| EVERCOMMERCE INC | 29977X105 | COMMON STOCK | 187 | $1,885 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4 | $1,876 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 31 | $1,861 | dollars as filed | |
| FISERV INC | 337738108 | COM | 8 | $1,807 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 5 | $1,788 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 95 | $1,766 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 176 | $1,765 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 100 | $1,718 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 50 | $1,690 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 80 | $1,690 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 50 | $1,661 | dollars as filed | |
| VAIL RESORTS INC COM | 91879Q109 | Stock | 10 | $1,600 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 24 | $1,595 | dollars as filed | |
| GRAYSCALE ETHEREUM STAKING | 38964R203 | SHS NEW | 92 | $1,584 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 3 | $1,526 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 80 | $1,517 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 6 | $1,484 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 14 | $1,459 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 9 | $1,455 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 1 | $1,433 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 20 | $1,409 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 28 | $1,408 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 16 | $1,388 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 3 | $1,376 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 6 | $1,374 | dollars as filed | |
| Public Storage Preferred 4.875 pct. | 74460W628 | PFD | 65 | $1,307 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 2 | $1,295 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 17 | $1,285 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 7 | $1,285 | dollars as filed | |
| KAYNE ANDERSON ENERGY | 486606106 | COM | 100 | $1,283 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 31 | $1,264 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 82 | $1,260 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 15 | $1,243 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 5 | $1,233 | dollars as filed | |
| INVESCO LTD SHS | G491BT108 | Stock | 80 | $1,214 | dollars as filed | |
| BLACKSTONE MORTGAGE TRUST INC COM CL A | 09257W100 | REIT | 60 | $1,200 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 25 | $1,190 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 5 | $1,181 | dollars as filed | |
| Avantis Emerging Markets Value ETF | 025072372 | SHS | 25 | $1,179 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 75 | $1,117 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 9 | $1,098 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 2 | $1,073 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 7 | $1,063 | dollars as filed | |
| PENN ENTERTAINMENT INC COM | 707569109 | Stock | 65 | $1,060 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 8 | $1,058 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 4 | $1,056 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 6 | $992 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4 | $980 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 3 | $977 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 15 | $969 | dollars as filed | |
| GROVE COLLABORATIVE HOLDINGS | 39957D201 | Common Stock | 700 | $945 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 15 | $923 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2 | $895 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 8 | $865 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 4 | $864 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 4 | $835 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 3 | $826 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 26 | $811 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 11 | $807 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 13 | $807 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 10 | $779 | dollars as filed | |
| FIDELITY NATIONAL FINANCIAL | 31620R303 | FNF GROUP COM | 12 | $777 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 8 | $749 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 7 | $738 | dollars as filed | |
| WENDYS CO COM | 95058W100 | Stock | 50 | $732 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 250 | $730 | dollars as filed | |
| AMENTUM HOLDINGS INC COM | 023939101 | Stock | 40 | $728 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 17 | $684 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 150 | $572 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 7 | $568 | dollars as filed | |
| EVGO INC | 30052F100 | CL A COM | 200 | $532 | dollars as filed | |
| AMERICAN AIRLINES GROUP INC COM | 02376R102 | Stock | 50 | $528 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 100 | $527 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 25 | $498 | dollars as filed | |
| TANDEM DIABETES CARE INC | 875372203 | COM NEW | 25 | $479 | dollars as filed | |
| PACER INDUSTRIAL REAL ESTATE ETF | 69374H766 | ETF | 11 | $407 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 4 | $397 | dollars as filed | |
| DIGITALOCEAN HLDGS INC COM | 25402D102 | Stock | 10 | $334 | dollars as filed | |
| STONECO LTD | G85158106 | COM CL A | 26 | $272 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U106 | OAKMARK U S LRG | 10 | $245 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H700 | COMMON STOCK | 50 | $230 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 26 | $226 | dollars as filed | |
| LITHIUM ARGENTINA AG | H5012F103 | COM SHS | 88 | $188 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 3 | $185 | dollars as filed | |
| PAR PAC HOLDINGS INC | 69888T207 | COM NEW | 11 | $157 | dollars as filed | |
| PIEDMONT LITHIUM INC | 72016P105 | COM | 24 | $151 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 2 | $127 | dollars as filed | |
| CROCS INC COM | 227046109 | Stock | 1 | $106 | dollars as filed | |
| CADIZ INC | 127537207 | COM NEW | 35 | $103 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33741X102 | SMID RISNG ETF | 3 | $101 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 9 | $97 | dollars as filed | |
| GEN RESTAURENT GROUP | 36870C104 | CMN | 15 | $83 | dollars as filed | |
| 2SEVENTY BIO INC COMMON STOCK | 901384107 | Stock | 16 | $79 | dollars as filed | |
| UNDER ARMOUR INC | 904311107 | CL A | 11 | $69 | dollars as filed | |
| HIMAX TECHNOLOGIES INC SPONSORED ADR | 43289P106 | ADR | 7 | $51 | dollars as filed | |
| RADNET INC | 750491102 | COM | 1 | $50 | dollars as filed | |
| ONEWATER MARINE INC CL A | 68280L101 | COMMON STOCK | 3 | $49 | dollars as filed | |
| SIRIUSXM HOLDINGS INC | 829933100 | COMMON STOCK | 2 | $45 | dollars as filed | |
| KRISPY KREME INC | 50101L106 | COMMON STOCK | 8 | $39 | dollars as filed | |
| BEYOND MEAT INC | 08862E109 | COM | 10 | $31 | dollars as filed | |
| BLUEBIRD BIO INC COM NEW | 09609G209 | Stock | 2 | $10 | dollars as filed | |
| Vivani Medical Inc - US | 92854B109 | Equity | 9 | $9 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 0 | $0 | dollars as filed | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 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 | 7,963 | $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 0001907281-25-000002 | this filing | 2025-05-14 | acceptance time not in the bulk data set |