1620 Investment Advisors, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Million distributed in 705 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $4.04M, Ishares Barclays with a value of $2.91M, Spdr Portfolio Short Term Trea with a value of $2.89M, Tri Continental Corp with a value of $2.82M, and Spdr Index Shs Fds Msci Eafe S with a value of $2.8M.
Examining the 13F form we can see an increase of $1.94M in the current position value, from $124M to 126M.
Also it can be appreciated an additional of 376 stocks purchases and 1 closed positions.
1620 Investment Advisors, Inc. is based out at Plymouth, MA
Below you can find more details about 1620 Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
