1620 Investment Advisors, Inc. Purchases in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
123K
New
$32.65 - $33.68 $4.02M - $4.15M
123K $4.04M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
37.4K
New
N/A
37.4K $2.8M
JPM
Jpmorgan Chase & CO

Financial Services
10.4K
New
$205.18 - $250.29 $2.14M - $2.6M
10.4K $2.49M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
39.9K
New
$39.3 - $41.34 $1.57M - $1.65M
39.9K $1.57M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
49.4K
New
$28.6 - $29.27 $1.41M - $1.45M
49.4K $1.42M
RTX
Raytheon Technologies Corp

Industrials
12.1K
New
$114.45 - $127.21 $1.39M - $1.54M
12.1K $1.4M
ABBV
Abb Vie Inc.

Healthcare
7.43K
New
$164.99 - $203.87 $1.23M - $1.51M
7.43K $1.32M
ITM
Vaneck Intermediate Muni ETF

ETFs
28.3K
New
$45.56 - $46.97 $1.29M - $1.33M
28.3K $1.31M
JHPI
John Hancock ETF Preferred Inc

ETFs
52.2K
New
$22.46 - $23.34 $1.17M - $1.22M
52.2K $1.18M
EMTL
Spdr Doubleline Emerging Marke

ETFs
26.4K
New
$42.03 - $43.34 $1.11M - $1.14M
26.4K $1.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
11.4K
New
$90.42 - $94.5 $1.03M - $1.08M
11.4K $1.03M
POWL
Powell Industries Inc

Industrials
4.65K
New
$221.65 - $352.37 $1.03M - $1.64M
4.65K $1.03M
VZ
Verizon Communications Inc

Communication Services
25.3K
New
$39.6 - $45.21 $1M - $1.14M
25.3K $1.01M
AVGO
Broadcom Inc.

Technology
4.2K
New
$159.67 - $250.0 $671K - $1.05M
4.2K $974K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
5.75K
New
$154.42 - $163.91 $888K - $943K
5.75K $890K
ARCC
Ares Capital Corp

Financial Services
40.7K
New
$20.74 - $22.27 $844K - $906K
40.7K $890K
BX
Blackstone Inc.

Financial Services
5K
New
$148.45 - $199.05 $743K - $996K
5K $862K
NVS
Novartis Ag

Healthcare
8.81K
New
$96.78 - $117.18 $853K - $1.03M
8.81K $857K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
19.2K
New
$39.86 - $46.0 $767K - $885K
19.2K $807K
MPC
Marathon Petroleum Corp

Energy
5.67K
New
$131.65 - $174.84 $746K - $991K
5.67K $790K
NTAP
Net App, Inc.

Technology
6.78K
New
$115.31 - $131.11 $781K - $889K
6.78K $786K
KMI
Kinder Morgan, Inc.

Energy
28.2K
New
$22.59 - $28.54 $637K - $805K
28.2K $773K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
59.7K
New
$11.42 - $12.5 $682K - $747K
59.7K $688K
EPR
Epr Properties

Real Estate
15.1K
New
$43.17 - $49.39 $651K - $744K
15.1K $667K
JCI
Johnson Controls International PLC

Industrials
7.89K
New
$74.23 - $86.6 $585K - $683K
7.89K $622K
INVH
Invitation Homes Inc.

Real Estate
19.3K
New
$31.4 - $34.69 $605K - $669K
19.3K $616K
STWD
Starwood Property Trust, Inc.

Real Estate
32.4K
New
$18.95 - $20.37 $614K - $660K
32.4K $613K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
13.7K
New
$44.21 - $46.46 $608K - $638K
13.7K $609K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
7.09K
New
N/A
7.09K $608K
T
At&T Inc.

Communication Services
26.2K
New
$21.22 - $23.88 $555K - $625K
26.2K $595K
XOM
Exxon Mobil Corp

Energy
5.5K
New
$105.51 - $125.37 $581K - $690K
5.5K $591K
TRV
Travelers Companies, Inc.

Financial Services
2.27K
New
$225.97 - $266.66 $513K - $606K
2.27K $547K
LNG
Cheniere Energy, Inc.

Energy
2.51K
New
$181.07 - $225.92 $454K - $566K
2.51K $538K
GOOGL
Alphabet Inc.

Communication Services
2.77K
New
$161.86 - $196.66 $448K - $545K
2.77K $524K
MDT
Medtronic PLC

Healthcare
6.53K
New
$79.61 - $92.24 $520K - $602K
6.53K $521K
ORCL
Oracle Corp

Technology
3.05K
New
$165.41 - $192.43 $504K - $587K
3.05K $507K
D
Dominion Energy, Inc

Utilities
8.68K
New
$52.63 - $60.92 $457K - $528K
8.68K $467K
GRMN
Garmin LTD

Technology
2.22K
New
$161.91 - $220.77 $359K - $490K
2.22K $457K
PDCO
Patterson Companies, Inc.

Healthcare
14.3K
New
$19.57 - $31.4 $279K - $448K
14.3K $440K
NEWT
Newtek Business Services Corp.

Financial Services
33.8K
New
$12.14 - $15.46 $411K - $523K
33.8K $432K
STX
Seagate Technology Holdings PLC

Technology
4.84K
New
$86.31 - $112.64 $417K - $545K
4.84K $417K
CAH
Cardinal Health Inc

Healthcare
3.21K
New
$107.89 - $125.33 $346K - $402K
3.21K $379K
IIPR
Innovative Industrial Properties Inc

Real Estate
5.68K
New
$66.64 - $135.61 $379K - $771K
5.68K $378K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
13.8K
New
$26.39 - $35.74 $363K - $492K
13.8K $369K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.72K
New
$75.95 - $88.05 $358K - $416K
4.72K $359K
MELI
Mercadolibre Inc

Consumer Cyclical
203
New
$1666.0 - $2117.3 $338K - $430K
203 $345K
CODI
Compass Diversified Holdings

Industrials
14.4K
New
$20.56 - $24.27 $296K - $349K
14.4K $331K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
14.3K
New
$22.51 - $23.61 $322K - $338K
14.3K $322K
SPNS
Sapiens International Corp N V

Technology
11K
New
$26.74 - $39.48 $295K - $435K
11K $296K
Activity Summary
Buys All Purchases 495 New Holdings 376 Increased Positions 119 Sells All Sells 99 Reductions 98 Sold out 1 Options Calls 0 Puts 0
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