1620 INVESTMENT ADVISORS, INC.

Q2 2025 13F Holdings

  • Location
    plymouth, MA
  • Num holdings

    681

  • Value ($000)

    $141,022

  • Date Filed
    08/07/2025
  • Form type
    13F-HR
  • CIK
    0001907281
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

ETF
78464A375
$4.45M
3 %

132,523

---

SPDR MSCI EAFE STRATEGICFACTORS ETF

ETF
78463X434
$3.52M
3 %

41,197

IEF
IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

ETF
464287440
$3.24M
2 %

33,879

KRE
KRE

SPDR PORTFOLIO SHORT TERM TREASURY ETF

ETF
78468R101
$3.14M
2 %

107,094

JPM
JPM

JPMORGAN CHASE & CO. COM

COM
46625H100
$3.02M
2 %

10,407

---

TRI CONTL CORP COM

ETF
895436103
$2.89M
2 %

91,342

FRDM
FRDM

FREEDOM 100 EMERGING MARKETS ETF

ETF
02072L607
$2.53M
2 %

62,574

IGSB
IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

ETF
464288646
$2.51M
2 %

47,516

SCHP
SCHP

SCHWAB US TIPS ETF

ETF
808524870
$2.37M
2 %

88,972

MSFT
MSFT

MICROSOFT CORP COM

COM
594918104
$2.14M
2 %

4,297

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