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1IA

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
CI icon
626
Cigna
CI
$74.6B
$977 ﹤0.01%
3
– –
SWKS icon
627
Skyworks Solutions
SWKS
$10.6B
$969 ﹤0.01%
15
– –
GROV icon
628
Grove Collaborative
GROV
$46.1M
$945 ﹤0.01%
700
– –
BUD icon
629
AB InBev
BUD
$165B
$923 ﹤0.01%
15
– –
SNPS icon
630
Synopsys
SNPS
$79.7B
$895 ﹤0.01%
2
– –
AFL icon
631
Aflac
AFL
$62.6B
$865 ﹤0.01%
8
– –
RMD icon
632
ResMed
RMD
$30.7B
$864 ﹤0.01%
4
– –
AVB icon
633
AvalonBay Communities
AVB
$26.8B
$835 ﹤0.01%
4
– –
ADSK icon
634
Autodesk
ADSK
$52.6B
$826 ﹤0.01%
3
– –
MTCH icon
635
Match Group
MTCH
$8.55B
$811 ﹤0.01%
+26
New +$850
LRCX icon
636
Lam Research
LRCX
$390B
$807 ﹤0.01%
11
– –
VXUS icon
637
Vanguard Total International Stock ETF
VXUS
$163B
$807 ﹤0.01%
13
– –
KMX icon
638
CarMax
KMX
$8.26B
$779 ﹤0.01%
10
– –
FNF icon
639
Fidelity National Financial
FNF
$13.5B
$777 ﹤0.01%
12
– –
EUSA icon
640
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$749 ﹤0.01%
+8
New +$775
MUB icon
641
iShares National Muni Bond ETF
MUB
$45.9B
$738 ﹤0.01%
7
– –
WEN icon
642
Wendy's
WEN
$1.46B
$732 ﹤0.01%
50
– –
FFEB icon
643
FT Vest US Equity Buffer ETF February
FFEB
$1.41B
$730 ﹤0.01%
250
-39
-13% -$1.95K
AMTM
644
Amentum Holdings
AMTM
$6.05B
$728 ﹤0.01%
40
-6
-13% -$122
FITB
645
Fifth Third Bancorp
FITB
$51.8B
$684 ﹤0.01%
17
– –
NIO icon
646
NIO
NIO
$11.9B
$572 ﹤0.01%
+150
New +$660
XBI icon
647
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$568 ﹤0.01%
7
– –
EVGO icon
648
EVgo
EVGO
$229M
$532 ﹤0.01%
+200
New +$619
AAL icon
649
American Airlines Group
AAL
$10.6B
$528 ﹤0.01%
50
– –
NOK icon
650
Nokia
NOK
$52.3B
$527 ﹤0.01%
+100
New +$489
24 25
26
27 28

Similar funds

CCW
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FC
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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 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.