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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
Dollar GEN Corp New COM(DG)COM256677105$6.6K750.0%
Kyndryl Hldgs Inc Common Stock(KD)COM50155Q100$6.7K2130.0%
Nuveen Massachusets QLT MUN FD COM(NMT)COM67061E104$6.7K5360.0%
Truist Finl Corp DP SH RP PFD RPFD89832Q695$6.8K3500.0%
Western Digital Corp COM(WDC)COM958102105$6.9K1700.0%
Natera Inc COM(NTRA)COM632307104$7.1K500.0%
Ingersoll Rand Inc COM(IR)COM45687V106$7.2K900.0%
Sprott Physical Gold & Silver TR Unit(CEF/U)ETF85208R101$7.2K2550.0%
Phillips 66 COM(PSX)COM718546104$7.3K460.0%
Public Storage Oper Co 3.950 DEP PFD Q(PSA)PFD74460W446$7.3K4500.0%
Nucor Corp COM(NUE)COM670346105$7.3K610.0%
Hess Corp COM(HES)COM42809H107$7.3K460.0%
Snap on Inc COM(SNA)COM833034101$7.4K220.0%
Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$7.4K970.0%
Xtrackers USD High Yield Corporate Bond ETF(HYLB)ETF233051432$7.4K2060.0%
Ishares International Select Dividend ETF(IDV)ETF464288448$7.6K2450.0%
RB Global Inc COM(RBA)COM74935Q107$7.6K760.0%
Avadel Pharmaceuticals PLC COM SHSCOMG29687103$7.8K1,0000.0%
Centene Corp del COM(CNC)COM15135B101$7.9K1300.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$7.9K3380.0%
BAR HBR Bankshares COM(BHB)COM066849100$8.0K2700.0%
Allstate Corp COM(ALL)COM020002101$8.1K390.0%
Ishares Core S&P Small Cap ETF(IJR)ETF464287804$8.2K780.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$8.2K1000.0%
Invesco CEF Income Composite ETF(PCEF)ETF46138E404$8.2K4350.0%
Qualcomm Inc COM(QCOM)COM747525103$8.2K540.0%
Kontoor Brands Inc COM(KTB)COM50050N103$8.5K1320.0%
General MLS Inc COM(GIS)COM370334104$8.7K1450.0%
Public Storage Oper Co COM(PSA)COM74460D109$8.7K290.0%
Warner Bros Discovery Inc COM SER A(WBD)COM934423104$8.9K8330.0%
Independent BK Corp Mass COM(INDB)COM453836108$9.0K1430.0%
GE Healthcare Technologies Inc Common Stock(GEHC)COM36266G107$9.0K1120.0%
National Grid PLC ORDCOMG6S9A7120$9.0K6930.0%
CF Inds Hldgs Inc COM(CF)COM125269100$9.1K1170.0%
Affiliated Managers Group Inc COM(AMG)COM008252108$9.2K550.0%
Lowes COS Inc COM(LOW)COM548661107$9.3K400.0%
Invesco Bulletshares 2025 Corporate Bond ETF(BSCP)ETF46138J825$9.4K4560.0%
Firstenergy Corp COM(FE)COM337932107$9.6K2380.0%
Steel Dynamics Inc COM(STLD)COM858119100$9.6K770.0%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$9.8K4440.0%
Schwab U.S. REIT ETF(SCHH)ETF808524847$9.8K4560.0%
Nuveen AMT Free MUN CR Inc FD COM(NVG)COM67071L106$9.8K1410.0%
Freeport-Mcmoran Inc CL B(FCX)COM35671D857$9.8K2600.0%
Spdr Bloomberg 3-12 Month T-Bill ETF(BILS)ETF78468R523$9.9K1000.0%
Commercial Metals Co COM(CMC)COM201723103$10.0K2180.0%
Vaneck IG Floating Rate ETF(FLTR)ETF92189F486$10.2K4000.0%
Mcdonalds Corp COM(MCD)COM580135101$10.3K330.0%
Vornado Rlty TR SH BEN INT(VNO)COM929042109$10.7K2900.0%
United Airls Hldgs Inc COM(UAL)COM910047109$10.8K1570.0%
Seritage Growth Pptys CL A(SRG)COM81752R100$10.9K3,3820.0%
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