Top Stocks Currently Capturing Fund Manager Attention.

Where is the Big Money Going? Unveiling Fund Manager Favorite Stocks. A great way to find future portfolio stars is to find new hot favorites for funds... Read more

Stocks That Funds are Ditching

Mon Apr 29 2024 • 20:32

Stocks With Heavy Insider Selling

Fri Apr 26 2024 • 20:28

Should you be holding a stock where insiders have lost confidence?... Read more

Explore our featured stock ideas and investment opportunities to make informed decisions in today's market.

View All

Latest 1620 INVESTMENT ADVISORS, INC. Stock Portfolio

$91.52Million

Equity Portfolio Value

Last Reported on: 09 Feb, 2024

About 1620 INVESTMENT ADVISORS, INC. and it’s 13F Hedge Fund Stock Holdings

1620 INVESTMENT ADVISORS, INC. is a hedge fund based in Plymouth, MA. On 16-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $168 Millions. In it's latest 13F Holdings report, 1620 INVESTMENT ADVISORS, INC. reported an equity portfolio of $91.5 Millions as of 31 Dec, 2023.

The top stock holdings of 1620 INVESTMENT ADVISORS, INC. are BIL, AGG, CWI. The fund has invested 3.9% of it's portfolio in SPDR SER TR and 3.5% of portfolio in ISHARES TR.

The fund managers got completely rid off POWELL INDS INC (POWL), NORTHROP GRUMMAN CORP (NOC) and STATE STR CORP (STT) stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB CO (BMY), NETAPP INC (NTAP) and JOHNSON & JOHNSON (JNJ). 1620 INVESTMENT ADVISORS, INC. opened new stock positions in NOVARTIS AG (NVS), STARWOOD PPTY TR INC (STWD) and DICKS SPORTING GOODS INC (DKS). The fund showed a lot of confidence in some stocks as they added substantially to VERIZON COMMUNICATIONS INC (VZ), CISCO SYS INC (CSCO) and ISHARES TR (AGT).

New Buys

Ticker	$ Bought
NOVARTIS AG	901,662
STARWOOD PPTY TR INC	711,443
DICKS SPORTING GOODS INC	680,709
BERKSHIRE HATHAWAY INC DEL	598,119
BOSTON PROPERTIES INC	507,800
INTERNATIONAL FLAVORS&FRAGRA	490,354
SIMON PPTY GROUP INC NEW	483,407
BLOCK H & R INC	469,994

New stocks bought by 1620 INVESTMENT ADVISORS, INC.

Additions

Ticker	% Inc.
VERIZON COMMUNICATIONS INC	90.67
CISCO SYS INC	73.00
ISHARES TR	51.35
ISHARES TR	16.04
PIMCO ETF TR	10.85
VANECK ETF TRUST	9.14
INVESCO EXCH TRADED FD TR II	8.89
INVITATION HOMES INC	8.61

Additions to existing portfolio by 1620 INVESTMENT ADVISORS, INC.

Reductions

Ticker	% Reduced
BRISTOL-MYERS SQUIBB CO	-94.73
NETAPP INC	-90.09
JOHNSON & JOHNSON	-61.8
VIATRIS INC	-55.6
CATERPILLAR INC	-55.18
TEXAS INSTRS INC	-52.42
ABBOTT LABS	-43.73
SOUTHERN CO	-40.47

1620 INVESTMENT ADVISORS, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
DIAMONDROCK HOSPITALITY CO	-591,193
STATE STR CORP	-668,175
ALLSTATE CORP	-451,454
HAIN CELESTIAL GROUP INC	-444,334
POWELL INDS INC	-1,160,350
BAYTEX ENERGY CORP	-193,014
BLOCK INC	-440,116
X4 PHARMACEUTICALS INC	-10,900

1620 INVESTMENT ADVISORS, INC. got rid off the above stocks

Current Stock Holdings of 1620 INVESTMENT ADVISORS, INC.

Last Reported on: 09 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE INC	2.05	9,764	1,879,830	REDUCED	-5.29
AAXJ	ISHARES TR	2.37	20,584	2,170,170	ADDED	3.6
AAXJ	ISHARES TR	1.82	32,428	1,662,570	ADDED	16.04
AAXJ	ISHARES TR	0.41	4,257	379,160	ADDED	1.48
ABBV	ABBVIE INC	1.26	7,423	1,150,360	REDUCED	-3.7
ABT	ABBOTT LABS	0.44	3,689	406,048	REDUCED	-43.73
ACTX	GLOBAL X FDS	0.32	12,925	289,524	ADDED	6.46
ADC	AGREE RLTY CORP	0.56	8,098	509,782	ADDED	2.02
ADP	AUTOMATIC DATA PROCESSING IN	0.24	950	221,321	UNCHANGED	0.00
AFK	VANECK ETF TRUST	1.43	45,451	1,308,090	ADDED	6.25
AFK	VANECK ETF TRUST	0.28	11,585	256,376	ADDED	9.14
AGG	ISHARES TR	3.54	33,573	3,236,120	ADDED	2.99
AGG	ISHARES TR	2.06	17,512	1,882,320	REDUCED	-2.96
AGG	ISHARES TR	0.43	4,800	393,792	REDUCED	-25.52
AGT	ISHARES TR	0.44	8,966	405,637	ADDED	51.35
ALEX	ALEXANDER & BALDWIN INC NEW	0.42	20,145	383,154	ADDED	1.23
ALL	ALLSTATE CORP	0.00	0.00	0.00	SOLD OFF	-100
AMZN	AMAZON COM INC	0.51	3,086	468,887	ADDED	0.72
APD	AIR PRODS & CHEMS INC	0.34	1,124	307,751	UNCHANGED	0.00
AVGO	BROADCOM INC	0.00	0.00	0.00	SOLD OFF	-100
AZN	ASTRAZENECA PLC	0.73	9,917	667,924	ADDED	0.28
BAB	INVESCO EXCH TRADED FD TR II	0.26	11,156	236,284	ADDED	8.89
BBY	BEST BUY INC	0.50	5,809	454,729	NEW
BERY	BERRY GLOBAL GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
BIL	SPDR SER TR	3.91	109,006	3,578,650	REDUCED	-2.39
BIL	SPDR SER TR	2.07	65,320	1,897,550	ADDED	7.65
BIL	SPDR SER TR	0.76	5,294	699,382	REDUCED	-2.49
BIL	SPDR SER TR	0.35	6,888	323,736	UNCHANGED	0.00
BKR	BAKER HUGHES COMPANY	0.00	0.00	0.00	SOLD OFF	-100
BMY	BRISTOL-MYERS SQUIBB CO	0.64	528	589,380	REDUCED	-94.73
BNS	BANK NOVA SCOTIA HALIFAX	0.00	0.00	0.00	SOLD OFF	-100
BOB	EA SERIES TRUST	1.91	53,095	1,746,820	ADDED	5.05
BOND	PIMCO ETF TR	1.01	10,043	928,515	ADDED	10.85
BSAE	INVESCO EXCH TRD SLF IDX FD	0.00	0.00	0.00	SOLD OFF	-100
BSET	BASSETT FURNITURE INDS INC	0.24	13,140	218,124	NEW
BUZZ	VANECK ETF TRUST	1.42	27,544	1,295,000	ADDED	8.06
BX	BLACKSTONE INC	0.72	5,062	662,717	ADDED	0.24
BXP	BOSTON PROPERTIES INC	0.56	9,897	507,800	NEW
BYND	BEYOND MEAT INC	0.00	0.00	0.00	SOLD OFF	-100
CAH	CARDINAL HEALTH INC	0.31	2,799	282,139	ADDED	1.27
CAT	CATERPILLAR INC	0.27	840	248,363	REDUCED	-55.18
CFG	CITIZENS FINL GROUP INC	0.26	7,311	242,287	NEW
CLPR	CLIPPER RLTY INC	0.16	26,274	141,880	REDUCED	-14.13
CODI	COMPASS DIVERSIFIED	0.34	13,961	313,424	REDUCED	-14.86
COMP	COMPASS INC	0.06	13,383	50,320	REDUCED	-9.75
CSCO	CISCO SYS INC	0.66	12,053	608,918	ADDED	73.00
CUZ	COUSINS PPTYS INC	0.32	12,052	293,466	ADDED	2.06
CVS	CVS HEALTH CORP	0.34	3,917	309,286	ADDED	1.56
CVX	CHEVRON CORP NEW	1.23	7,573	1,129,630	REDUCED	-3.08
CWI	SPDR INDEX SHS FDS	3.22	40,342	2,948,160	ADDED	1.59
DD	DUPONT DE NEMOURS INC	0.44	5,196	399,729	REDUCED	-4.29
DIS	DISNEY WALT CO	0.52	5,237	472,854	ADDED	3.21
DKS	DICKS SPORTING GOODS INC	0.74	72,493	680,709	NEW
DRH	DIAMONDROCK HOSPITALITY CO	0.00	0.00	0.00	SOLD OFF	-100
DRI	DARDEN RESTAURANTS INC	0.30	1,701	279,474	ADDED	2.29
DTC	SOLO BRANDS INC	0.12	18,264	112,506	NEW
EMTL	SSGA ACTIVE TR	1.16	25,228	1,058,040	ADDED	4.21
EPD	ENTERPRISE PRODS PARTNERS L	0.37	12,904	340,020	ADDED	0.62
EPR	EPR PPTYS	0.70	13,275	643,182	REDUCED	-1.56
ETN	EATON CORP PLC	1.50	5,699	1,372,430	REDUCED	-6.24
FCPT	FOUR CORNERS PPTY TR INC	0.24	8,809	222,868	NEW
FHI	FEDERATED HERMES INC	0.65	17,667	598,205	REDUCED	-0.18
FL	FOOT LOCKER INC	0.35	10,228	318,602	UNCHANGED	0.00
FLNG	FLEX LNG LTD	0.77	24,194	703,078	REDUCED	-9.96
FSK	FS KKR CAP CORP	0.39	17,897	357,403	REDUCED	-13.1
GAL	SSGA ACTIVE ETF TR	1.57	35,641	1,434,560	REDUCED	-4.45
GD	GENERAL DYNAMICS CORP	0.32	1,123	291,609	REDUCED	-12.47
GES	GUESS INC	0.50	20,012	461,477	NEW
GILD	GILEAD SCIENCES INC	0.72	8,157	660,825	REDUCED	-7.88
GLW	CORNING INC	0.48	14,428	439,318	ADDED	3.26
GOOG	ALPHABET INC	0.25	1,667	232,863	ADDED	8.39
GPK	GRAPHIC PACKAGING HLDG CO	0.29	10,757	265,171	REDUCED	-2.98
GRMN	GARMIN LTD	0.30	2,168	278,691	ADDED	4.03
HAIN	HAIN CELESTIAL GROUP INC	0.00	0.00	0.00	SOLD OFF	-100
HAL	HALLIBURTON CO	0.26	6,565	237,325	REDUCED	-14.48
HD	HOME DEPOT INC	0.87	2,294	795,005	ADDED	1.5
HDSN	HUDSON TECHNOLOGIES INC	0.17	11,399	153,772	REDUCED	-6.46
HII	HUNTINGTON INGALLS INDS INC	0.32	1,127	292,614	REDUCED	-14.3
HRB	BLOCK H & R INC	0.51	9,717	469,994	NEW
HTGC	HERCULES CAPITAL INC	0.55	30,107	501,884	REDUCED	-15.39
IBM	INTERNATIONAL BUSINESS MACHS	1.15	6,425	1,050,810	REDUCED	-11.21
IFF	INTERNATIONAL FLAVORS&FRAGRA	0.54	6,056	490,354	NEW
IIPR	INNOVATIVE INDL PPTYS INC	0.64	5,798	584,574	REDUCED	-4.58
INTC	INTEL CORP	0.54	9,802	492,532	ADDED	0.81
INVH	INVITATION HOMES INC	0.66	17,639	601,666	ADDED	8.61
JBLU	JETBLUE AWYS CORP	0.00	0.00	0.00	SOLD OFF	-100
JCI	JOHNSON CTLS INTL PLC	0.48	7,559	435,721	NEW
JHCB	JOHN HANCOCK EXCHANGE TRADED	1.01	42,567	923,696	ADDED	0.47
JNJ	JOHNSON & JOHNSON	0.46	2,696	422,571	REDUCED	-61.8
JPM	JPMORGAN CHASE & CO	2.28	12,246	2,083,030	REDUCED	-3.37
KMB	KIMBERLY-CLARK CORP	0.48	3,583	435,370	ADDED	1.13
KMI	KINDER MORGAN INC DEL	0.30	15,571	274,672	REDUCED	-9.5
LLY	ELI LILLY & CO	0.00	0.00	0.00	SOLD OFF	-100
LMT	LOCKHEED MARTIN CORP	0.42	859	389,333	NEW
LNG	CHENIERE ENERGY INC	0.40	2,150	367,026	ADDED	5.6
LOW	LOWES COS INC	0.00	0.00	0.00	SOLD OFF	-100
MCHP	MICROCHIP TECHNOLOGY INC.	1.37	13,880	1,251,700	ADDED	0.41
MDLZ	MONDELEZ INTL INC	0.88	11,122	805,566	REDUCED	-1.29
MELI	MERCADOLIBRE INC	0.32	184	289,542	ADDED	6.98
MLR	MILLER INDS INC TENN	0.34	7,292	308,391	REDUCED	-0.03
MPC	MARATHON PETE CORP	0.97	6,000	890,206	REDUCED	-0.32
MSFT	MICROSOFT CORP	2.19	5,339	2,007,520	ADDED	3.97
NOC	NORTHROP GRUMMAN CORP	0.00	0.00	0.00	SOLD OFF	-100
NTAP	NETAPP INC	0.72	725	663,387	REDUCED	-90.09
NVS	NOVARTIS AG	0.98	8,930	901,662	NEW
NYCB	NEW YORK CMNTY BANCORP INC	0.66	58,719	600,695	REDUCED	-8.77
OKE	ONEOK INC NEW	0.32	4,141	290,811	REDUCED	-10.21
ORCL	ORACLE CORP	0.00	0.00	0.00	SOLD OFF	-100
PANW	PALO ALTO NETWORKS INC	0.51	1,596	470,628	REDUCED	-15.82
PEG	PUBLIC SVC ENTERPRISE GRP IN	0.39	5,889	360,112	ADDED	1.69
PEP	PEPSICO INC	1.38	7,430	1,261,950	ADDED	8.45
PFE	PFIZER INC	0.58	18,606	535,659	ADDED	1.69
PGRE	PARAMOUNT GROUP INC	0.07	11,626	60,106	REDUCED	-2.4
PIRS	PIERIS PHARMACEUTICALS INC	0.35	4,421	317,605	NEW
PNW	PINNACLE WEST CAP CORP	0.00	0.00	0.00	SOLD OFF	-100
POWL	POWELL INDS INC	0.00	0.00	0.00	SOLD OFF	-100
RITM	RITHM CAPITAL CORP	0.48	40,706	434,740	REDUCED	-14.59
RL	RALPH LAUREN CORP	0.41	2,574	371,171	ADDED	1.02
RMBL	RUMBLEON INC	0.31	2,432	279,826	REDUCED	-13.45
RPM	RPM INTL INC	0.74	6,056	676,031	REDUCED	-2.67
RTX	RTX CORPORATION	0.66	7,163	602,695	ADDED	2.56
SKT	TANGER INC	0.32	10,657	295,412	REDUCED	-4.75
SKX	SKECHERS U S A INC	0.00	0.00	0.00	SOLD OFF	-100
SLB	SCHLUMBERGER LTD	0.54	9,430	490,737	REDUCED	-9.84
SO	SOUTHERN CO	0.81	10,630	745,360	REDUCED	-40.47
SPG	SIMON PPTY GROUP INC NEW	0.53	3,389	483,407	NEW
SPHD	INVESCO EXCH TRADED FD TR II	0.75	59,612	683,748	REDUCED	-12.08
SPLK	SPLUNK INC	0.00	0.00	0.00	SOLD OFF	-100
SPNS	SAPIENS INTL CORP N V	0.40	12,538	362,850	REDUCED	-2.25
SQ	BLOCK INC	0.00	0.00	0.00	SOLD OFF	-100
STT	STATE STR CORP	0.00	0.00	0.00	SOLD OFF	-100
STWD	STARWOOD PPTY TR INC	0.78	33,846	711,443	NEW
STX	SEAGATE TECHNOLOGY HLDNGS PL	0.52	5,621	479,865	ADDED	0.39
STZ	CONSTELLATION BRANDS INC	0.62	2,352	568,622	ADDED	1.82
SYY	SYSCO CORP	0.31	3,904	285,500	ADDED	2.12
T	AT&T INC	0.46	25,082	420,876	NEW
TFC	TRUIST FINL CORP	0.25	6,198	228,822	REDUCED	-14.64
TJX	TJX COS INC NEW	2.06	20,147	1,890,000	REDUCED	-7.56
TMO	THERMO FISHER SCIENTIFIC INC	0.36	627	332,805	UNCHANGED	0.00
TPR	TAPESTRY INC	0.28	7,094	261,130	ADDED	1.07
TRV	TRAVELERS COMPANIES INC	0.00	0.00	0.00	SOLD OFF	-100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	0.79	6,989	726,856	REDUCED	-7.3
TTE	TOTALENERGIES SE	0.39	5,257	354,217	ADDED	2.26
TXN	TEXAS INSTRS INC	0.27	1,463	249,383	REDUCED	-52.42
UTL	UNITIL CORP	0.38	6,536	343,598	ADDED	1.43
VLO	VALERO ENERGY CORP	0.35	2,480	322,400	REDUCED	-12.74
VTRS	VIATRIS INC	0.23	19,856	215,039	REDUCED	-55.6
VZ	VERIZON COMMUNICATIONS INC	1.12	27,272	1,028,160	ADDED	90.67
VZIO	VIZIO HLDG CORP	0.09	10,467	80,596	REDUCED	-2.56
WMB	WILLIAMS COS INC	0.32	8,329	290,099	REDUCED	-16.51
WMT	WALMART INC	0.42	2,421	381,671	ADDED	1.47
WRE	ELME COMMUNITIES	0.19	12,146	177,332	REDUCED	-16.07
XFOR	X4 PHARMACEUTICALS INC	0.00	0.00	0.00	SOLD OFF	-100
XOM	EXXON MOBIL CORP	0.89	8,184	818,236	REDUCED	-9.22
	TRI CONTL CORP	2.75	87,228	2,514,780	ADDED	1.52
	ARES CAPITAL CORP	1.03	47,213	945,673	REDUCED	-6.8
	BERKSHIRE HATHAWAY INC DEL	0.65	1,677	598,119	NEW
	TORTOISE ENERGY INFRA CORP	0.59	18,702	538,054	ADDED	0.23
	BAYTEX ENERGY CORP	0.00	0.00	0.00	SOLD OFF	-100