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
+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
DOV icon
176
Dover
DOV
$28.4B
$138K 0.11%
788
+2
+0.3% +$385
FL
177
DELISTED
Foot Locker
FL
$137K 0.11%
9,743
-80
-0.8% -$1.48K
COCO icon
178
Vita Coco
COCO
$3.6B
$135K 0.1%
4,404
-1,187
-21% -$42.3K
AMKR icon
179
Amkor Technology
AMKR
$13.7B
$135K 0.1%
7,449
+2,681
+56% +$60.5K
GES
180
DELISTED
Guess Inc
GES
$131K 0.1%
11,799
+826
+8% +$9.97K
UBER icon
181
Uber
UBER
$153B
$129K 0.1%
1,764
+1,600
+976% +$115K
SSNC icon
182
SS&C Technologies
SSNC
$18.6B
$128K 0.1%
1,530
+867
+131% +$71.8K
ENTG icon
183
Entegris
ENTG
$23.2B
$128K 0.1%
1,458
-12
-0.8% -$1.21K
CIEN icon
184
Ciena
CIEN
$58.4B
$127K 0.1%
2,099
+24
+1% +$1.9K
BSET icon
185
Bassett Furniture
BSET
$176M
$126K 0.1%
8,251
-532
-6% -$7.9K
UNH icon
186
UnitedHealth
UNH
$370B
$126K 0.1%
240
-5
-2% -$2.56K
EEFT icon
187
Euronet Worldwide
EEFT
$2.7B
$124K 0.1%
1,165
-29
-2% -$2.94K
CELH icon
188
Celsius Holdings
CELH
$7.03B
$123K 0.09%
3,443
+2,789
+426% +$76K
MU icon
189
Micron Technology
MU
$991B
$121K 0.09%
1,394
+278
+25% +$26.7K
UTHR icon
190
United Therapeutics
UTHR
$23.1B
$120K 0.09%
388
+5
+1% +$1.71K
PINS icon
191
Pinterest
PINS
$13.4B
$119K 0.09%
3,835
+163
+4% +$5.52K
EEM icon
192
iShares MSCI Emerging Markets ETF
EEM
$30B
$119K 0.09%
2,720
– –
AMAT icon
193
Applied Materials
AMAT
$428B
$119K 0.09%
819
– –
MTX icon
194
Minerals Technologies
MTX
$2.34B
$118K 0.09%
1,861
+62
+3% +$4.42K
IFF icon
195
International Flavors & Fragrances
IFF
$21.9B
$116K 0.09%
1,497
-5,190
-78% -$428K
COHR icon
196
Coherent
COHR
$74.2B
$115K 0.09%
1,771
+38
+2% +$3.15K
MKSI icon
197
MKS Inc
MKSI
$20.6B
$115K 0.09%
1,434
+431
+43% +$43.5K
CNI icon
198
Canadian National Railway
CNI
$76.6B
$111K 0.08%
1,138
– –
FTS icon
199
Fortis
FTS
$28.7B
$110K 0.08%
2,415
+155
+7% +$6.74K
ZBRA icon
200
Zebra Technologies
ZBRA
$17.8B
$109K 0.08%
385
+378
+5,400% +$129K
6 7
8
9 10

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 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.