1620 Investment Advisors, Inc. has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $124 Million distributed in 707 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Intermediate Te with a value of $4.26M, Ishares Barclays with a value of $3.49M, Spdr Index Shs Fds Msci Eafe S with a value of $3.2M, Tri Continental Corp with a value of $2.91M, and Spdr Portfolio Short Term Trea with a value of $2.88M.
Examining the 13F form we can see an increase of $2.9M in the current position value, from $122M to 124M.
Also it can be appreciated an additional of 137 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.
Portfolio value
$124 Million
ETFs: $37.2 Million
Technology: $16.5 Million
Financial Services: $13.1 Million
Consumer Cyclical: $10.5 Million
Industrials: $8.83 Million
Healthcare: $8.41 Million
Real Estate: $7.95 Million
Energy: $6.94 Million
Other: $14.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
