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Size ($ in 1000's)
At 12/31/2023: $99,941
At 09/30/2023: $92,404
1620 Investment Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from 1620 Investment Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the 1620 Investment Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by 1620 Investment Advisors Inc..
In the 1620 Investment Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by 1620 Investment Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the 1620 Investment Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DICKS SPORTING GOODS INC |
72,493 |
+72,493 |
$10,653 | | DKS | 72,493 | +72,493 | $10,653 | | SPDR SER TR (SPIB) |
109,006 |
-2,667 |
$3,579 | | SPIB | 109,006 | -2,667 | $3,579 | | ISHARES TR (IEF) |
33,573 |
+975 |
$3,236 | | IEF | 33,573 | +975 | $3,236 | | SPDR INDEX SHS FDS (QEFA) |
40,342 |
+632 |
$2,948 | | QEFA | 40,342 | +632 | $2,948 | | TRI CONTL CORP |
87,228 |
+1,302 |
$2,515 | | TY | 87,228 | +1,302 | $2,515 | | ISHARES TR (SUB) |
20,584 |
+715 |
$2,170 | | SUB | 20,584 | +715 | $2,170 | | JPMORGAN CHASE & CO |
12,246 |
-427 |
$2,083 | | JPM | 12,246 | -427 | $2,083 | | MICROSOFT CORP |
5,339 |
+204 |
$2,008 | | MSFT | 5,339 | +204 | $2,008 | | SPDR SER TR (SPTS) |
65,320 |
+4,640 |
$1,898 | | SPTS | 65,320 | +4,640 | $1,898 | | TJX COS INC NEW |
20,147 |
-1,647 |
$1,890 | | TJX | 20,147 | -1,647 | $1,890 | | ISHARES TR (TIP) |
17,512 |
-535 |
$1,882 | | TIP | 17,512 | -535 | $1,882 | | APPLE INC |
9,764 |
-545 |
$1,880 | | AAPL | 9,764 | -545 | $1,880 | | EA SERIES TRUST |
53,095 |
+2,552 |
$1,747 | | FRDM | 53,095 | +2,552 | $1,747 | | ISHARES TR (IGSB) |
32,428 |
+4,482 |
$1,663 | | IGSB | 32,428 | +4,482 | $1,663 | | SSGA ACTIVE ETF TR (TOTL) |
35,641 |
-1,658 |
$1,435 | | TOTL | 35,641 | -1,658 | $1,435 | | EATON CORP PLC |
5,699 |
-379 |
$1,372 | | ETN | 5,699 | -379 | $1,372 | | VANECK ETF TRUST (ANGL) |
45,451 |
+2,673 |
$1,308 | | ANGL | 45,451 | +2,673 | $1,308 | | VANECK ETF TRUST (ITM) |
27,544 |
+2,055 |
$1,295 | | ITM | 27,544 | +2,055 | $1,295 | | PEPSICO INC |
7,430 |
+579 |
$1,262 | | PEP | 7,430 | +579 | $1,262 | | MICROCHIP TECHNOLOGY INC. |
13,880 |
+56 |
$1,252 | | MCHP | 13,880 | +56 | $1,252 | | ABBVIE INC |
7,423 |
-285 |
$1,150 | | ABBV | 7,423 | -285 | $1,150 | | CHEVRON CORP NEW |
7,573 |
-241 |
$1,130 | | CVX | 7,573 | -241 | $1,130 | | SSGA ACTIVE TR |
25,228 |
+1,019 |
$1,058 | | EMTL | 25,228 | +1,019 | $1,058 | | INTERNATIONAL BUSINESS MACHS |
6,425 |
-811 |
$1,051 | | IBM | 6,425 | -811 | $1,051 | | VERIZON COMMUNICATIONS INC |
27,272 |
+12,969 |
$1,028 | | VZ | 27,272 | +12,969 | $1,028 | | ARES CAPITAL CORP |
47,213 |
-3,444 |
$946 | | ARCC | 47,213 | -3,444 | $946 | | PIMCO ETF TR (BOND) |
10,043 |
+983 |
$929 | | BOND | 10,043 | +983 | $929 | | JOHN HANCOCK EXCHANGE TRADED (JHPI) |
42,567 |
+198 |
$924 | | JHPI | 42,567 | +198 | $924 | | NOVARTIS AG |
8,930 |
+8,930 |
$902 | | NVS | 8,930 | +8,930 | $902 | | MARATHON PETE CORP |
6,000 |
-19 |
$890 | | MPC | 6,000 | -19 | $890 | | EXXON MOBIL CORP |
8,184 |
-831 |
$818 | | XOM | 8,184 | -831 | $818 | | MONDELEZ INTL INC |
11,122 |
-145 |
$806 | | MDLZ | 11,122 | -145 | $806 | | HOME DEPOT INC |
2,294 |
+34 |
$795 | | HD | 2,294 | +34 | $795 | | SOUTHERN CO |
10,630 |
-7,227 |
$745 | | SO | 10,630 | -7,227 | $745 | | TAIWAN SEMICONDUCTOR MFG LTD |
6,989 |
-550 |
$727 | | TSM | 6,989 | -550 | $727 | | STARWOOD PPTY TR INC |
33,846 |
+33,846 |
$711 | | STWD | 33,846 | +33,846 | $711 | | FLEX LNG LTD |
24,194 |
-2,675 |
$703 | | FLNG | 24,194 | -2,675 | $703 | | SPDR SER TR (QUS) |
5,294 |
-135 |
$699 | | QUS | 5,294 | -135 | $699 | | BOSTON PROPERTIES INC |
9,897 |
+9,897 |
$694 | | BXP | 9,897 | +9,897 | $694 | | INVESCO EXCH TRADED FD TR II (PGX) |
59,612 |
-8,188 |
$684 | | PGX | 59,612 | -8,188 | $684 | | RPM INTL INC |
6,056 |
-166 |
$676 | | RPM | 6,056 | -166 | $676 | | ASTRAZENECA PLC |
9,917 |
+28 |
$668 | | AZN | 9,917 | +28 | $668 | | BLACKSTONE INC |
5,062 |
+12 |
$663 | | BX | 5,062 | +12 | $663 | | GILEAD SCIENCES INC |
8,157 |
-698 |
$661 | | GILD | 8,157 | -698 | $661 | | EPR PPTYS |
13,275 |
-211 |
$643 | | EPR | 13,275 | -211 | $643 | | CISCO SYS INC |
12,053 |
+5,086 |
$609 | | CSCO | 12,053 | +5,086 | $609 | | RTX CORPORATION |
7,163 |
+179 |
$603 | | RTX | 7,163 | +179 | $603 | | INVITATION HOMES INC |
17,639 |
+1,399 |
$602 | | INVH | 17,639 | +1,399 | $602 | | NEW YORK CMNTY BANCORP INC |
58,719 |
-5,645 |
$601 | | NYCB | 58,719 | -5,645 | $601 |  BERKSHIRE HATHAWAY INC DEL |
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$598 | | BRK.B | 1,677 | +1,677 | $598 |
See Full List: All Stocks Held By 1620 Investment Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By 1620 Investment Advisors Inc.
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