We are live on ! Find out more
1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+2.48%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
+$2.75M
Cap. Flow
+$853K
Cap. Flow %
0.57%
Top 10 Hldgs %
21.52%
Holding
678
New
29
Increased
112
Reduced
220
Closed
31

Top Buys

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.91M
2
AES icon
AES
AES
+$483K
3
OUT icon
Outfront Media
OUT
+$459K
4
SMG icon
ScottsMiracle-Gro
SMG
+$422K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$294K

Top Sells

Rank Stock Value
1
STX icon
Seagate
STX
+$723K
2
GLPI icon
Gaming and Leisure Properties
GLPI
+$425K
3
JPM icon
JPMorgan Chase
JPM
+$310K
4
DD icon
DuPont de Nemours
DD
+$309K
5
MCHP icon
Microchip Technology
MCHP
+$265K

Sector Composition

Rank Sector Weight
1 Technology 13.41%
2 Financials 10.93%
3 Healthcare 8.67%
4 Consumer Discretionary 7.86%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOC icon
576
Northrop Grumman
NOC
$81.2B
$2.28K ﹤0.01%
4
– –
CVY icon
577
Invesco Zacks Multi-Asset Income ETF
CVY
$124M
$2.28K ﹤0.01%
85
– –
AXON
578
Axon Enterprise
AXON
$46.4B
$2.27K ﹤0.01%
4
– –
HIFS icon
579
Hingham Institution for Saving
HIFS
$663M
$2.27K ﹤0.01%
8
– –
EVCM icon
580
EverCommerce
EVCM
$1.93B
$2.27K ﹤0.01%
187
– –
PRU icon
581
Prudential Financial
PRU
$41.8B
$2.26K ﹤0.01%
20
– –
PH icon
582
Parker-Hannifin
PH
$135B
$2.21K ﹤0.01%
2
-1
-33% -$818
INTU icon
583
Intuit
INTU
$89B
$2.17K ﹤0.01%
3
– –
ROKU icon
584
Roku
ROKU
$22.7B
$2.17K ﹤0.01%
20
– –
SPGI icon
585
S&P Global
SPGI
$120B
$2.13K ﹤0.01%
4
– –
CINF icon
586
Cincinnati Financial
CINF
$27.1B
$2.12K ﹤0.01%
13
– –
IVZ icon
587
Invesco
IVZ
$13.9B
$2.1K ﹤0.01%
80
– –
ABSI icon
588
Absci
ABSI
$1.51B
$2.09K ﹤0.01%
+600
New +$2.19K
GS icon
589
Goldman Sachs
GS
$303B
$2.08K ﹤0.01%
2
– –
CCI icon
590
Crown Castle
CCI
$32.2B
$2.04K ﹤0.01%
23
+16
+229% +$1.47K
ED icon
591
Consolidated Edison
ED
$39.9B
$1.99K ﹤0.01%
20
– –
APA icon
592
APA Corp
APA
$13.2B
$1.97K ﹤0.01%
80
– –
ZTS icon
593
Zoetis
ZTS
$30B
$1.89K ﹤0.01%
15
– –
NTNX icon
594
Nutanix
NTNX
$16.9B
$1.86K ﹤0.01%
36
– –
PAYX icon
595
Paychex
PAYX
$42.7B
$1.79K ﹤0.01%
16
– –
NCLH icon
596
Norwegian Cruise Line
NCLH
$8.84B
$1.79K ﹤0.01%
80
– –
TRGP icon
597
Targa Resources
TRGP
$55.1B
$1.77K ﹤0.01%
9
-1
-10% -$168
WELL icon
598
Welltower
WELL
$171B
$1.76K ﹤0.01%
9
– –
EUSA icon
599
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$1.76K ﹤0.01%
17
– –
ETHE
600
Grayscale Ethereum Staking ETF Shares
ETHE
$1.55B
$1.74K ﹤0.01%
62
-863
-93% -$24.5K
22 23
24
25 26

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
AXA
Accel XI Associates Palo Alto, California $162M AUM

1620 Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, 1620 Investment Advisors held 678 positions worth $150M, up 1.9% from $147M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors's Q4 2025 filing shows 29 new, 112 increased, 220 reduced and 31 closed positions. Its largest new stake was AES: 34,240 shares worth $491K. The largest sale was Seagate, an estimated $723K.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Healthcare.

  • 1620 Investment Advisors's largest Q4 2025 buy was AES: 34,240 shares worth $491K.
  • 1620 Investment Advisors added most to Avantis Emerging Markets Value ETF in Q4 2025, an estimated $2.91M increase.
  • 1620 Investment Advisors's biggest Q4 2025 reduction was Seagate, cutting an estimated $723K.
  • 1620 Investment Advisors fully exited Gaming and Leisure Properties in Q4 2025, selling an estimated $425K.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $150M portfolio in Q4 2025.
  • 1620 Investment Advisors opened 29 new positions and closed 31 in Q4 2025.
  • 1620 Investment Advisors's portfolio value rose 1.9% quarter-over-quarter to $150M.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.