$72.5 Million is the total value of 1620 INVESTMENT ADVISORS, INC.'s 126 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADP | Automatic Data Processing | $231,000 | -14.8% | 1,100 | 0.0% | 0.32% | +8.1% | |
| SYN | Synthetic Biologics, Inc. | $3,000 | -25.0% | 15,000 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 8 | Q3 2023 | 5.8% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| TRI CONTL CORP | 8 | Q3 2023 | 3.1% |
| ISHARES TR | 8 | Q3 2023 | 3.5% |
| SPDR MSCI EAFE StrategicFactors ETF | 8 | Q3 2023 | 3.0% |
| APPLE INC | 8 | Q3 2023 | 2.4% |
| TJX COS INC NEW | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 2.6% |
| MICROSOFT CORP | 8 | Q3 2023 | 2.6% |
| VanEck Vectors Fallen Angel HiYld Bd ETF | 8 | Q3 2023 | 2.3% |
View 1620 INVESTMENT ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-05-16 |
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.