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
NWL
Newell Brands Inc.

Consumer Defensive
0
New
$7.18 - $11.63 $0 - $0
0 $0
NSC
Norfolk Southern Corp

Industrials
11
+ 8.53%
$230.6 - $277.0 $2.54K - $3.05K
140 $32K
F&G Annuities & Life Inc Common Stock
16
New
N/A
16 $0
Ferguson Enterprises Inc Common Stock New
3
New
N/A
3 $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
3
New
$35.45 - $40.33 $106 - $121
3 $0
VNQ
Vanguard Specialized Funds Van

ETFs
35
+ 6.38%
$87.85 - $98.6 $3.07K - $3.45K
584 $52K
SCHO
Schwab Short Term Us Treasury

ETFs
475
+ 100.0%
$24.06 - $48.88 $11.4K - $23.2K
950 $22K
SSTK
Shutterstock, Inc.

Communication Services
70
+ 7.99%
$29.25 - $34.57 $2.05K - $2.42K
946 $28K
ALB
Albemarle Corp

Basic Materials
4
+ 1.87%
$86.08 - $111.3 $344 - $445
218 $18K
MSFT
Microsoft Corp

Technology
93
+ 1.93%
$406.35 - $454.46 $37.8K - $42.3K
4.9K $2.07M
SCHR
Schwab Intermediate Term Us Tr

ETFs
2.81K
+ 103.31%
$24.19 - $50.58 $67.9K - $142K
5.53K $134K
FTS
Fortis Inc.

Utilities
130
+ 6.1%
$41.04 - $45.81 $5.34K - $5.96K
2.26K $93K
APD
Air Products & Chemicals, Inc.

Basic Materials
20
+ 1.73%
$285.5 - $335.62 $5.71K - $6.71K
1.18K $341K
PNW
Pinnacle West Capital Corp

Utilities
162
+ 3.58%
$84.03 - $94.52 $13.6K - $15.3K
4.68K $396K
MKSI
Mks Instruments Inc

Technology
1
+ 0.1%
$98.56 - $117.93 $98.6 - $118
1K $104K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2.39K
+ 100.0%
$22.02 - $46.16 $52.5K - $110K
4.77K $105K
ADI
Analog Devices Inc

Technology
8
+ 1.68%
$206.35 - $236.48 $1.65K - $1.89K
485 $103K
KO
Coca Cola CO

Consumer Defensive
40
+ 4.52%
$61.74 - $71.71 $2.47K - $2.87K
924 $57K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
606
+ 1.52%
$51.54 - $52.55 $31.2K - $31.8K
40.5K $2.1M
PEG
Public Service Enterprise Group Inc

Utilities
186
+ 3.2%
$81.87 - $94.51 $15.2K - $17.6K
6K $507K
VLO
Valero Energy Corp

Energy
32
+ 2.36%
$118.59 - $144.02 $3.79K - $4.61K
1.39K $170K
ALEX
Alexander & Baldwin, Inc.

Real Estate
879
+ 4.38%
$17.4 - $19.87 $15.3K - $17.5K
20.9K $371K
CRUS
Cirrus Logic, Inc.

Technology
17
+ 2.72%
$99.58 - $125.3 $1.69K - $2.13K
641 $63K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
413
+ 3.84%
$26.79 - $30.35 $11.1K - $12.5K
11.2K $303K
CAT
Caterpillar Inc

Industrials
19
+ 2.02%
$360.37 - $416.88 $6.85K - $7.92K
958 $347K
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 1.78%
$385.02 - $431.37 $14.6K - $16.4K
2.18K $847K
AMD
Advanced Micro Devices Inc

Technology
22
+ 4.34%
$118.88 - $172.8 $2.62K - $3.8K
529 $63K
MU
Micron Technology Inc

Technology
10
+ 0.9%
$84.16 - $113.41 $842 - $1.13K
1.12K $93K
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
14
+ 1.07%
$81.7 - $100.47 $1.14K - $1.41K
1.32K $107K
HDSN
Hudson Technologies Inc

Basic Materials
139
+ 1.12%
$5.25 - $8.29 $730 - $1.15K
12.5K $69K
KMB
Kimberly Clark Corp

Consumer Defensive
32
+ 0.92%
$130.37 - $146.09 $4.17K - $4.67K
3.5K $457K
TMO
Thermo Fisher Scientific Inc.

Healthcare
48
+ 7.7%
$501.29 - $612.85 $24.1K - $29.4K
671 $349K
ADC
Agree Realty Corp

Real Estate
34
+ 0.4%
$69.44 - $77.65 $2.36K - $2.64K
8.47K $596K
JNJ
Johnson & Johnson

Healthcare
15
+ 0.56%
$143.34 - $165.86 $2.15K - $2.49K
2.71K $392K
LMT
Lockheed Martin Corp

Industrials
61
+ 7.21%
$479.66 - $614.62 $29.3K - $37.5K
907 $440K
SO
Southern CO

Utilities
158
+ 1.42%
$81.5 - $94.15 $12.9K - $14.9K
11.3K $926K
STZ
Constellation Brands, Inc.

Consumer Defensive
45
+ 1.87%
$219.66 - $257.62 $9.88K - $11.6K
2.45K $540K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
2.57K
+ 4.63%
$32.68 - $36.28 $84.1K - $93.3K
58.2K $1.9M
TY
Tri Continental Corp

Financial Services
645
+ 0.73%
$31.01 - $34.67 $20K - $22.4K
89K $2.82M
BBY
Best Buy CO Inc

Consumer Cyclical
176
+ 2.87%
$85.2 - $101.35 $15K - $17.8K
6.3K $540K
AZN
Astrazeneca PLC

Healthcare
28
+ 0.29%
$63.2 - $79.58 $1.77K - $2.23K
9.67K $633K
NSA
National Storage Affiliates Trust

Real Estate
475
+ 3.54%
$37.2 - $47.44 $17.7K - $22.5K
13.9K $527K
MDLZ
Mondelez International, Inc.

Consumer Defensive
257
+ 2.28%
$59.25 - $72.99 $15.2K - $18.8K
11.5K $689K
MCHP
Microchip Technology Inc

Technology
183
+ 1.58%
$55.51 - $79.05 $10.2K - $14.5K
11.7K $672K
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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