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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
Spotify Technology S A SHS(SPOT)COML8681T102$11.0K200.0%
Federal Natl MTG Assn Pfd8.25ser SPFD313586752$11.0K9250.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$11.0K1400.0%
Zimmer Biomet Holdings Inc COM(ZBH)COM98956P102$11.1K980.0%
Sempra COM(SRE)COM816851109$11.1K1560.0%
Digital Rlty TR Inc 5.850 PFD SR K(DLR)PFD253868830$11.2K4800.0%
Spdr Bloomberg Short Term High Yield Bond ETF(SJNK)ETF78468R408$11.3K4500.0%
Illinois Tool WKS Inc COM(ITW)COM452308109$11.4K460.0%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$11.5K3170.0%
Bank America Corp COM(BAC)COM060505104$11.5K2760.0%
White Mtns INS Group LTD COM(WTM)COMG9618E107$11.6K60.0%
Schwab Fundamental Emerging Markets Equity ETF(FNDE)ETF808524730$11.7K3790.0%
Novo-Nordisk A S ADR(NVO)COM670100205$11.9K1710.0%
BlackRock Muniyield N Y Qualit COM(MYN)COM09255E102$11.9K1,2000.0%
Jetblue Awys Corp COM(JBLU)COM477143101$11.9K2,4760.0%
Ishares Msci Eafe ETF(EFA)ETF464287465$12.0K1470.0%
Blade AIR Mobility Inc CL A COM(SRTA)COM092667104$12.0K4,4060.0%
Nutanix Inc CL A(NTNX)COM67059N108$12.0K8500.0%
Vaneck Morningstar Smid Moat ETF(SMOT)ETF92189H730$12.3K3750.0%
Avantis U.s Small Cap Equity ETF(AVSC)ETF025072323$12.3K2550.0%
Spdr Bloomberg Emerging Markets Local Bond ETF(EBND)ETF78464A391$12.4K6200.0%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$12.5K1240.0%
Janus Henderson Short Duration Income ETF(VNLA)ETF47103U886$12.5K2550.0%
Dole PLC ORD SHSCOM256603101$12.9K8900.0%
National Fuel Gas Co COM(NFG)COM636180101$13.1K1660.0%
Cleveland-Cliffs Inc New COM(CLF)COM185899101$13.6K1,6540.0%
Nextera Energy Inc COM(NEE)COM65339F101$13.7K1930.0%
Schwab Charles Corp DEP SHS 1/40 PFD(SCHW)PFD808513600$13.8K5550.0%
DBX ETF Trust - Xtrackers International Real Estate ETF(HAUZ)ETF233051846$13.8K6810.0%
Grayscale Ethereum Trust ETF(ETHE)ETF389638107$14.1K9250.0%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$14.2K2820.0%
Target Corp COM(TGT)COM87612E106$14.4K1380.0%
Hershey Co COM(HSY)COM427866108$14.7K860.0%
Comcast Corp New CL A(CMCSA)COM20030N101$14.8K4000.0%
Albemarle Corp COM(ALB)COM012653101$15.4K2140.0%
Synaptics Inc COM(SYNA)COM87157D109$15.4K2420.0%
Millrose Pptys Inc COM CL A(MRP)COM601137102$15.5K5850.0%
YUM China Hldgs Inc COM(YUMC)COM98850P109$15.6K3000.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$15.8K1700.0%
Stepan Co COM(SCL)COM858586100$16.8K3050.0%
Intuitive Surgical Inc COM New(ISRG)COM46120E602$17.0K340.0%
Republic Svcs Inc COM(RSG)COM760759100$17.1K710.0%
Ishares U.S. Basic Materials ETF(IYM)ETF464287838$17.5K1300.0%
Costco Whsl Corp New COM(COST)COM22160K105$17.6K190.0%
US Bancorp del COM New(USB)COM902973304$17.8K4210.0%
Citigroup Inc COM New(C)COM172967424$17.8K2510.0%
Vishay Precision Group Inc COM(VPG)COM92835K103$17.9K7410.0%
Trane Technologies PLC SHS(TT)COMG8994E103$17.9K530.0%
Spdr S&P Global Natural Resources ETF(GNR)ETF78463X541$18.2K3420.0%
Kalvista Pharmaceuticals Inc COM(KALV)COM483497103$18.3K1,5900.0%
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