1620 Investment Advisors, Inc. Reduced Holdings in Q3 2024

1620 Investment Advisors, Inc.

  • $124 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-2.17K
- 40.76%
$272.52 - $333.02 $592K - $723K
3.16K $1.05M
MSFT
Microsoft Corp

Technology
-724
- 13.09%
$395.15 - $467.56 $286K - $339K
4.81K $2.07M
SLB
Schlumberger Limited

Energy
-7.64K
- 76.63%
$39.57 - $49.67 $302K - $379K
2.33K $97K
JPM
Jpmorgan Chase & CO

Financial Services
-1.91K
- 15.28%
$194.9 - $224.8 $372K - $429K
10.6K $2.23M
XOM
Exxon Mobil Corp

Energy
-2.46K
- 29.02%
$109.72 - $119.0 $270K - $293K
6.02K $705K
MCHP
Microchip Technology Inc

Technology
-975
- 7.79%
$72.0 - $95.98 $70.2K - $93.6K
11.5K $927K
SUB
Ishares Short Term National Mu

ETFs
-2.38K
- 10.58%
$104.3 - $106.3 $248K - $252K
20.1K $2.13M
CSCO
Cisco Systems, Inc.

Technology
-4.63K
- 58.57%
$44.74 - $53.22 $207K - $246K
3.27K $174K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-695
- 28.67%
$405.19 - $478.57 $282K - $333K
1.73K $795K
CVX
Chevron Corp

Energy
-638
- 7.49%
$137.88 - $161.97 $88K - $103K
7.89K $1.16M
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.17K
- 16.38%
$90.01 - $95.32 $196K - $207K
11.1K $1.05M
MPC
Marathon Petroleum Corp

Energy
-448
- 7.47%
$158.61 - $180.75 $71.1K - $81K
5.55K $904K
CNI
Canadian National Railway CO

Industrials
-1.12K
- 49.49%
$110.1 - $123.65 $123K - $138K
1.14K $133K
PANW
Palo Alto Networks Inc

Technology
-361
- 21.57%
$294.18 - $368.01 $106K - $133K
1.31K $448K
ADP
Automatic Data Processing Inc

Industrials
-645
- 40.31%
$233.44 - $279.45 $151K - $180K
955 $264K
AXP
American Express CO

Financial Services
-591
- 48.44%
$225.92 - $271.17 $134K - $160K
629 $170K
EMR
Emerson Electric CO

Industrials
-952
- 38.25%
$98.19 - $118.87 $93.5K - $113K
1.54K $168K
ROK
Rockwell Automation, Inc

Industrials
-367
- 56.12%
$248.27 - $294.37 $91.1K - $108K
287 $77K
AMP
Ameriprise Financial Inc

Financial Services
-260
- 54.17%
$391.53 - $469.81 $102K - $122K
220 $103K
ROP
Roper Technologies Inc

Industrials
-163
- 50.0%
$515.25 - $576.55 $84K - $94K
163 $90K
KR
Kroger CO

Consumer Defensive
-2.1K
- 49.67%
$50.43 - $57.3 $106K - $120K
2.13K $121K
GOOGL
Alphabet Inc.

Communication Services
-233
- 7.81%
$148.65 - $191.18 $34.6K - $44.5K
2.75K $456K
BMO
Bank Of Montreal

Financial Services
-935
- 78.31%
$79.1 - $90.77 $74K - $84.9K
259 $23K
SCHW
Schwab Charles Corp

Financial Services
-1.04K
- 98.39%
$61.74 - $76.08 $64.1K - $79K
17 $1K
CHTR
Charter Communications, Inc.

Communication Services
-234
- 96.3%
$290.56 - $383.07 $68K - $89.6K
9 $2K
NTAP
Net App, Inc.

Technology
-231
- 3.23%
$114.18 - $134.62 $26.4K - $31.1K
6.92K $854K
UCTT
Ultra Clean Holdings, Inc.

Technology
-948
- 31.38%
$32.7 - $56.18 $31K - $53.3K
2.07K $82K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-8.28K
- 91.41%
$6.71 - $8.78 $55.6K - $72.7K
778 $6K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-185
- 22.9%
$531.86 - $624.21 $98.4K - $115K
623 $385K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-241
- 18.73%
$194.69 - $239.18 $46.9K - $57.6K
1.05K $218K
PETQ
Pet Iq, Inc.

Healthcare
-3.18K
- 69.84%
$20.57 - $30.79 $65.4K - $97.9K
1.37K $42K
CL
Colgate Palmolive CO

Consumer Defensive
-645
- 45.29%
$95.54 - $108.77 $61.6K - $70.2K
779 $80K
ABT
Abbott Laboratories

Healthcare
-902
- 19.53%
$100.07 - $118.13 $90.3K - $107K
3.72K $423K
TER
Teradyne, Inc

Technology
-288
- 25.4%
$114.25 - $163.0 $32.9K - $46.9K
846 $113K
ESS
Essex Property Trust, Inc.

Real Estate
-200
- 50.0%
$272.82 - $272.82 $54.6K - $54.6K
200 $54K
TDC
Teradata Corp

Technology
-1.45K
- 69.32%
$24.51 - $34.97 $35.5K - $50.6K
641 $19K
ADI
Analog Devices Inc

Technology
-226
- 32.15%
$200.56 - $243.33 $45.3K - $55K
477 $109K
MTB
M&T Bank Corp

Financial Services
-400
- 50.0%
$146.49 - $179.85 $58.6K - $71.9K
400 $71K
ETR
Entergy Corp

Utilities
-600
- 50.0%
$104.75 - $131.61 $62.9K - $79K
600 $78K
GES
Guess Inc

Consumer Cyclical
-1.85K
- 8.59%
$18.63 - $24.05 $34.4K - $44.4K
19.7K $395K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-950
- 48.03%
$44.9 - $47.55 $42.7K - $45.2K
1.03K $48K
AEP
American Electric Power CO Inc

Utilities
-667
- 34.33%
$87.11 - $104.95 $58.1K - $70K
1.28K $130K
WEX
Wex Inc.

Technology
-263
- 58.31%
$168.01 - $209.77 $44.2K - $55.2K
188 $39K
KO
Coca Cola CO

Consumer Defensive
-679
- 43.44%
$62.69 - $73.01 $42.6K - $49.6K
884 $63K
HTGC
Hercules Capital, Inc.

Financial Services
-114
- 0.36%
$17.71 - $21.67 $2.02K - $2.47K
31.6K $621K
ORCL
Oracle Corp

Technology
-514
- 23.99%
$125.9 - $170.35 $64.7K - $87.6K
1.63K $277K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-1.48K
- 9.66%
$22.3 - $23.68 $33K - $35.1K
13.9K $325K
IVW
Ishares S&P 500 Growth ETF

ETFs
-199
- 53.93%
$84.77 - $97.13 $16.9K - $19.3K
170 $16K
AMGN
Amgen Inc

Healthcare
-63
- 18.48%
$309.38 - $337.38 $19.5K - $21.3K
278 $89K
Activity Summary
Buys All Purchases 349 New Holdings 137 Increased Positions 212 Sells All Sells 177 Reductions 176 Sold out 1 Options Calls 0 Puts 0
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