| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 11 | Q2 2024 | 5.8% |
| ISHARES TR | 11 | Q2 2024 | 4.2% |
| TRI CONTL CORP | 11 | Q2 2024 | 3.1% |
| SPDR MSCI EAFE StrategicFactors ETF | 11 | Q2 2024 | 3.2% |
| APPLE INC | 11 | Q2 2024 | 2.4% |
| MICROSOFT CORP | 11 | Q2 2024 | 2.6% |
| ISHARES TR | 11 | Q2 2024 | 2.6% |
| TJX COS INC NEW | 11 | Q2 2024 | 2.2% |
| VanEck Vectors Fallen Angel HiYld Bd ETF | 11 | Q2 2024 | 2.3% |
| PEPSICO INC | 11 | Q2 2024 | 1.9% |
View 1620 INVESTMENT ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-04 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
View 1620 INVESTMENT ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.