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1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. is a registered investment adviser headquartered in Plymouth, Massachusetts. Founded in 2003, the firm provides personalized portfolio management, financial planning, and investment advisory services, primarily to individuals—including high net-worth clients—and charitable organizations. With a team of 6 employees, they serve clients seeking tailored investment strategies and professional financial guidance.
Investment Strategy
1620 Investment Advisors, Inc. specializes in creating diversified portfolios primarily for individuals and high net worth individuals, with a focus on discretionary management. Their strategy emphasizes long-term growth and capital preservation through active asset allocation across equity and fixed-income securities, often selecting large-cap stocks and broad sector exposure. They customize portfolios to client objectives, adjusting risk and allocation as market conditions and needs evolve.
Latest 13F Filing Activity
1620 Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 644 equity positions with a total 13F market value of $147M. The fund increased holdings in Monro Inc. Com, Truist Finl Corp. Com, Viatris Inc. Com among other positions. 1620 Investment Advisors, Inc. reduced exposure to Renaissancere HLDGS LTD 5.750 PFD F, Allstate Corp. 4.75 DP SH PF I, Public Storage Oper Co. 4.125 DP SH PF M among others.
Top Holdings
Equity Positions (644)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPIB | SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 3.11% | $4.6M | 135,304 | $35.33 | $33.89 | +$135.3K |
Q QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 2.53% | $3.7M | 42,421 | $63.23 | $87.91 | +$213.5K |
I IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2.32% | $3.4M | 35,447 | $105.16 | $96.46 | +$174.5K |
J JPM | JPMORGAN CHASE & CO. COM | 2.12% | $3.1M | 9,897 | $146.61 | $315.43 | +$104.7K |
T TY | TRI CONTL CORP COM | 2.12% | $3.1M | 91,759 | $26.02 | $34.00 | +$227.9K |
Industry Allocation
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