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1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+0.69%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$131M
AUM Growth
-$1.29M
Cap. Flow
+$253K
Cap. Flow %
0.19%
Top 10 Hldgs %
21.46%
Holding
730
New
30
Increased
170
Reduced
170
Closed
43

Top Buys

Rank Stock Value
1
GLPI icon
Gaming and Leisure Properties
GLPI
+$448K
2
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$446K
3
LEA icon
Lear
LEA
+$421K
4
NVDA icon
NVIDIA
NVDA
+$401K
5
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$339K

Top Sells

Rank Stock Value
1
GLW icon
Corning
GLW
+$593K
2
NOC icon
Northrop Grumman
NOC
+$489K
3
IFF icon
International Flavors & Fragrances
IFF
+$428K
4
SPG icon
Simon Property Group
SPG
+$349K
5
IBM icon
IBM
IBM
+$343K

Sector Composition

Rank Sector Weight
1 Technology 11.28%
2 Financials 11.25%
3 Healthcare 7.82%
4 Consumer Discretionary 7.58%
5 Industrials 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNRC icon
276
Generac Holdings
GNRC
$12.4B
$61.2K 0.05%
+483
New +$69.3K
TTD icon
277
Trade Desk
TTD
$6.05B
$59.8K 0.05%
1,092
+98
+10% +$8.87K
AMD icon
278
Advanced Micro Devices
AMD
$777B
$59.4K 0.05%
578
+49
+9% +$5.45K
PPLI
279
People Inc
PPLI
$3.05B
$58.7K 0.04%
1,557
-37
-2% -$1.35K
SYF icon
280
Synchrony
SYF
$25.5B
$56.7K 0.04%
1,071
-80
-7% -$4.95K
SKX
281
DELISTED
Skechers
SKX
$55.9K 0.04%
985
– –
JMST icon
282
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$55.3K 0.04%
1,088
+664
+157% +$33.7K
HYD icon
283
VanEck High Yield Muni ETF
HYD
$4.4B
$55.2K 0.04%
1,078
– –
PODD icon
284
Insulet
PODD
$9.94B
$54.6K 0.04%
208
-21
-9% -$5.68K
VNQ icon
285
Vanguard Real Estate ETF
VNQ
$38.5B
$54.2K 0.04%
599
+15
+3% +$1.36K
VOO icon
286
Vanguard S&P 500 ETF
VOO
$1.03T
$52.9K 0.04%
103
+72
+232% +$38.9K
BLFS icon
287
BioLife Solutions
BLFS
$1.68B
$52.4K 0.04%
2,295
– –
AIVL icon
288
WisdomTree US AI Enhanced Value Fund
AIVL
$436M
$52.2K 0.04%
475
– –
YUM icon
289
Yum! Brands
YUM
$40.2B
$51.9K 0.04%
330
– –
IDCC icon
290
InterDigital
IDCC
$8.84B
$51.5K 0.04%
249
– –
NVDA icon
291
NVIDIA
NVDA
$5.31T
$50.3K 0.04%
4,252
+3,164
+291% +$401K
SHO icon
292
Sunstone Hotel Investors
SHO
$2.02B
$50K 0.04%
5,312
– –
GOOG icon
293
Alphabet (Google) Class C
GOOG
$4.32T
$49.7K 0.04%
318
-25
-7% -$4.58K
TOL icon
294
Toll Brothers
TOL
$14.1B
$49.2K 0.04%
466
– –
DUK icon
295
Duke Energy
DUK
$95.1B
$48.6K 0.04%
398
– –
BOOT icon
296
Boot Barn
BOOT
$5.17B
$47.8K 0.04%
445
– –
ALL.PRJ icon
297
Allstate Corp Depository Shares
ALL.PRJ
$622M
$47.8K 0.04%
1,825
– –
AX icon
298
Axos Financial
AX
$5.64B
$47.7K 0.04%
740
– –
VMBS icon
299
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$47.6K 0.04%
1,028
– –
TOST icon
300
Toast
TOST
$20.4B
$47.6K 0.04%
1,434
– –
10 11
12
13 14

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CCW
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FC
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GPA
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SWMG
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FPWM
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LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
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AXA
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1620 Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, 1620 Investment Advisors held 730 positions worth $131M, down 0.98% from $132M the previous quarter. Its ten largest holdings account for 21% of the portfolio.

1620 Investment Advisors's Q1 2025 filing shows 30 new, 170 increased, 170 reduced and 43 closed positions. Its largest new stake was Gaming and Leisure Properties: 9,121 shares worth $464K. The largest sale was Corning, an estimated $593K.

By sector, the portfolio is most concentrated in Technology at 11% of assets, down from 14% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q1 2025 buy was Gaming and Leisure Properties: 9,121 shares worth $464K.
  • 1620 Investment Advisors added most to Janus Henderson Securitized Income ETF in Q1 2025, an estimated $446K increase.
  • 1620 Investment Advisors's biggest Q1 2025 reduction was Corning, cutting an estimated $593K.
  • 1620 Investment Advisors fully exited Everpure Inc in Q1 2025, selling an estimated $126K.
  • 1620 Investment Advisors's ten largest holdings make up 21% of its $131M portfolio in Q1 2025.
  • 1620 Investment Advisors opened 30 new positions and closed 43 in Q1 2025.
  • 1620 Investment Advisors's portfolio value fell 0.98% quarter-over-quarter to $131M.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.