1620 Investment Advisors, Inc. New Holdings in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
1.17K
New
$26.08 - $27.65 $30.4K - $32.2K
1.17K $30K
GSHD
Goosehead Insurance, Inc.

Financial Services
275
New
$87.63 - $129.69 $24.1K - $35.7K
275 $29K
MGK
Vanguard Mega Cap Growth ETF

ETFs
87
New
$316.94 - $357.88 $27.6K - $31.1K
87 $29K
FLRN
Spdr Bloomberg Investment Grad

ETFs
971
New
$30.67 - $30.84 $29.8K - $29.9K
971 $29K
JNK
Spdr Bloomberg High Yield Bond

ETFs
305
New
$94.77 - $97.36 $28.9K - $29.7K
305 $29K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.15K
New
$25.25 - $26.34 $29K - $30.3K
1.15K $29K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
600
New
$47.26 - $48.18 $28.4K - $28.9K
600 $28K
COST
Costco Wholesale Corp

Consumer Defensive
30
New
$873.59 - $994.69 $26.2K - $29.8K
30 $27K
CARR
Carrier Global Corp

Industrials
407
New
$66.69 - $82.65 $27.1K - $33.6K
407 $27K
ISRG
Intuitive Surgical Inc

Healthcare
49
New
$471.27 - $550.62 $23.1K - $27K
49 $25K
PGNY
Progyny, Inc.

Healthcare
1.41K
New
$13.67 - $17.25 $19.2K - $24.3K
1.41K $24K
ERJ
Embraer S.A.

Industrials
672
New
$32.46 - $40.0 $21.8K - $26.9K
672 $24K
SPY
Spdr S&P 500 ETF Trust

ETFs
41
New
$567.81 - $607.81 $23.3K - $24.9K
41 $24K
FTI
Technip Fmc PLC

Energy
806
New
$25.16 - $31.95 $20.3K - $25.8K
806 $23K
MET
Metlife Inc

Financial Services
292
New
$78.15 - $88.25 $22.8K - $25.8K
292 $23K
PECO
Phillips Edison & Company, Inc.

Real Estate
610
New
$35.96 - $39.8 $21.9K - $24.3K
610 $22K
IRMD
Iradimed Corp

Healthcare
405
New
$48.3 - $57.35 $19.6K - $23.2K
405 $22K
AKAM
Akamai Technologies Inc

Technology
240
New
N/A
240 $21K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
424
New
$50.67 - $50.9 $21.5K - $21.6K
424 $21K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
813
New
$24.94 - $26.14 $20.3K - $21.3K
813 $20K
SYNA
Synaptics Inc

Technology
262
New
$68.67 - $82.79 $18K - $21.7K
262 $19K
TGT
Target Corp

Consumer Defensive
145
New
$121.59 - $160.69 $17.6K - $23.3K
145 $19K
TDC
Teradata Corp

Technology
631
New
$28.47 - $33.38 $18K - $21.1K
631 $19K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
275
New
$69.3 - $74.3 $19.1K - $20.4K
275 $19K
DFIV
Dimensional ETF Tr

ETFs
520
New
$34.86 - $37.97 $18.1K - $19.7K
520 $18K
CELH
Celsius Holdings, Inc.

Consumer Defensive
654
New
$25.66 - $34.91 $16.8K - $22.8K
654 $17K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
649
New
$26.65 - $29.34 $17.3K - $19K
649 $17K
VPG
Vishay Precision Group, Inc.

Technology
741
New
$21.09 - $25.3 $15.6K - $18.7K
741 $17K
C
Citigroup Inc

Financial Services
250
New
$61.31 - $72.5 $15.3K - $18.1K
250 $17K
NEE
Nextera Energy Inc

Utilities
211
New
$69.77 - $85.43 $14.7K - $18K
211 $15K
UAL
United Airlines Holdings, Inc.

Industrials
157
New
$55.62 - $102.44 $8.73K - $16.1K
157 $15K
USFR
Wisdomtree Floating Rate Treas

ETFs
282
New
$50.23 - $50.46 $14.2K - $14.2K
282 $14K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
300
New
$43.37 - $51.46 $13K - $15.4K
300 $14K
CMCSA
Comcast Corp

Communication Services
381
New
$37.39 - $45.14 $14.2K - $17.2K
381 $14K
JEPI
J P Morgan Exchange Traded Fd

ETFs
250
New
$57.53 - $60.83 $14.4K - $15.2K
250 $14K
SRG
Seritage Growth Properties

Real Estate
3.38K
New
$3.9 - $4.63 $13.2K - $15.7K
3.38K $13K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.4K
New
$9.24 - $13.94 $13K - $19.6K
1.4K $13K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
1.2K
New
$10.01 - $10.82 $12K - $13K
1.2K $12K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
124
New
$100.22 - $100.73 $12.4K - $12.5K
124 $12K
VNLA
Janus Henderson Short Duration

ETFs
255
New
$48.82 - $49.11 $12.4K - $12.5K
255 $12K
EBND
Spdr Bloomberg Emerging Market

ETFs
620
New
$19.53 - $21.1 $12.1K - $13.1K
620 $12K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
132
New
$76.53 - $94.19 $10.1K - $12.4K
132 $11K
WTM
White Mountains Insurance Group LTD

Financial Services
6
New
$1755.01 - $2015.0 $10.5K - $12.1K
6 $11K
SJNK
Spdr Bloomberg Short Term High

ETFs
450
New
$25.09 - $25.69 $11.3K - $11.6K
450 $11K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
400
New
$25.35 - $25.53 $10.1K - $10.2K
400 $10K
XLU
Utilities Sector Spdr

ETFs
140
New
$74.89 - $82.93 $10.5K - $11.6K
140 $10K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
98
New
$101.77 - $113.02 $9.97K - $11.1K
98 $10K
IRM
Iron Mountain Inc

Real Estate
101
New
$101.62 - $128.14 $10.3K - $12.9K
101 $10K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
456
New
$20.6 - $20.71 $9.39K - $9.44K
456 $9K
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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