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1620 Investment Advisors, Inc.

Q1 2025 Holdings

Filed 2025-05-14 | 689 holdings | $130.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
BJS Whsl Club Hldgs Inc COM(BJ)COM05550J101$3.4K300.0%
Pioneer Municipal High Income COM(XPMAX)COM723762100$3.4K4100.0%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$3.6K390.0%
Warby Parker Inc CL A COM(WRBY)COM93403J106$3.6K2000.0%
New York Times Co CL A(NYT)COM650111107$3.7K750.0%
Workday Inc CL A(WDAY)COM98138H101$3.7K160.0%
Union Bankshares Inc COM(UNB)COM905400107$3.8K1200.0%
EOG RES Inc COM(EOG)COM26875P101$3.8K300.0%
Clean Harbors Inc COM(CLH)COM184496107$3.9K200.0%
Wisdomtree Japan Smallcap Dividend Fund(DFJ)ETF97717W836$4.0K500.0%
Karat Packaging Inc COM(KRT)COM48563L101$4.0K1500.0%
Accenture PLC Ireland SHS Class A(ACN)COMG1151C101$4.1K130.0%
South BOW Corp COM(SOBO)COM83671M105$4.1K1600.0%
Ishares China Large-Cap ETF(FXI)ETF464287184$4.1K1150.0%
Core Molding Technologies Inc COM(CMT)COM218683100$4.5K2930.0%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$4.5K1500.0%
Wabtec COM(WAB)COM929740108$4.5K250.0%
Dollar Tree Inc COM(DLTR)COM256746108$4.6K610.0%
Morgan Stanley 6.625 PFD SER QPFD61762V838$4.6K1800.0%
Southern Co 4.20 NT S20c 60PFD842587883$4.6K2500.0%
Adobe Inc COM(ADBE)COM00724F101$4.6K120.0%
Mastercard Incorporated CL A(MA)COM57636Q104$4.7K90.0%
Iron MTN Inc del COM(IRM)COM46284V101$4.8K560.0%
Jacobs Solutions Inc COM(J)COM46982L108$4.8K400.0%
First Trust DOW Jones Global Select Dividend Index Fund(FGD)ETF33734X200$4.8K2000.0%
BlackRock Inc COM(BLK)COM09290D101$4.9K50.0%
Progressive Corp COM(PGR)COM743315103$5.0K180.0%
Constellation Energy Corp COM(CEG)COM21037T109$5.0K250.0%
Davita Inc COM(DVA)COM23918K108$5.0K330.0%
Viatris Inc COM(VTRS)COM92556V106$5.2K5930.0%
Union PAC Corp COM(UNP)COM907818108$5.2K220.0%
DTE Energy Co COM(DTE)COM233331107$5.3K380.0%
American Tower Corp New COM(AMT)COM03027X100$5.4K250.0%
Ishares Msci Emerging Markets EX China ETF(EMXC)ETF46434G764$5.5K1000.0%
Invesco Wilderhill Clean Energy ETF(PBW)ETF46137V134$5.5K3510.0%
Ishares MBS ETF(MBB)ETF464288588$5.6K600.0%
Spdr Portfolio S&P 1500 Composite Stock Market ETF(SPTM)ETF78464A805$5.8K850.0%
Barrick Gold Corp COM(ABX)COM067901108$5.8K3000.0%
DT Midstream Inc Common Stock(DTM)COM23345M107$5.9K610.0%
Hingham Instn Svgs Mass COM(HIFS)COM433323102$5.9K250.0%
Fidelity Msci Consumer Staples Index ETF(FSTA)ETF316092303$6.0K1180.0%
Diageo PLC Spon ADR New(DGED)COM25243Q205$6.0K580.0%
Public Storage Oper Co 3.900 DEP PFD O(PSA)PFD74460W487$6.1K3800.0%
Costar Group Inc COM(CSGP)COM22160N109$6.1K770.0%
Hyatt Hotels Corp COM CL A(H)COM448579102$6.1K500.0%
United Parcel Service Inc CL B(UPS)COM911312106$6.2K560.0%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$6.2K200.0%
Chubb Limited COM(CB)COMH1467J104$6.3K210.0%
WEC Energy Group Inc COM(WEC)COM92939U106$6.4K590.0%
Spdr Portfolio Intermediate Term Treasury ETF(SPTI)ETF78464A672$6.5K2260.0%
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