1620 INVESTMENT ADVISORS INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SPIB | SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 132,523 | +4,285 | +3.34% | $35.53 | 3.22% | 0.04% | 4,450,145 | 2025-06-30 | ||||||
| QEFA | SPDR MSCI EAFE STRATEGICFACTORS ETF | 41,197 | +2,586 | +6.70% | $65.51 | 2.55% | 0.39% | 3,515,774 | 2025-06-30 | ||||||
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 33,879 | +1,254 | +3.84% | $105.81 | 2.35% | 0.01% | 3,244,684 | 2025-06-30 | ||||||
| SPTS | SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | 107,094 | +422 | +0.40% | $28.94 | 2.27% | 0.05% | 3,136,789 | 2025-06-30 | ||||||
| JPM | JPMORGAN CHASE | 10,407 | +39 | +0.38% | $148.86 | 2.18% | 0.00% | 3,017,131 | 2025-06-30 | ||||||
| TY | TRI-CONTINENTAL | 91,342 | +116 | +0.13% | $27.63 | 2.09% | 0.00% | 2,891,916 | 2025-06-30 | ||||||
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | 62,574 | +2,410 | +4.01% | $31.04 | 1.83% | 0.00% | 2,527,994 | 2025-06-30 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 47,516 | +2,379 | +5.27% | $50.67 | 1.82% | 0.01% | 2,506,990 | 2025-06-30 | ||||||
| SCHP | SCHWAB US TIPS ETF | 88,972 | +1,864 | +2.14% | $25.54 | 1.72% | 0.00% | 2,373,781 | 2025-06-30 | ||||||
| MSFT | MICROSOFT | 4,297 | +70 | +1.66% | $329.20 | 1.55% | 0.00% | 2,137,842 | 2025-06-30 | ||||||
| TJX | TJX COMPANIES | 16,876 | -1,933 | -10.28% | $93.37 | 1.51% | 0.00% | 2,084,039 | 2025-06-30 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 18,985 | +100 | +0.53% | $105.05 | 1.46% | 0.02% | 2,018,865 | 2025-06-30 | ||||||
| AAPL | APPLE | 9,825 | +134 | +1.38% | $158.62 | 1.46% | 0.00% | 2,015,887 | 2025-06-30 | ||||||
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | 37,440 | +1,751 | +4.91% | $52.09 | 1.43% | 0.00% | 1,970,108 | 2025-06-30 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 12,200 | +99 | +0.82% | $100.86 | 1.29% | 0.00% | 1,781,532 | 2025-06-30 | ||||||
| TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 42,894 | +2,204 | +5.42% | $40.26 | 1.25% | 0.04% | 1,720,504 | 2025-06-30 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 7,221 | +57 | +0.80% | $106.26 | 1.18% | 0.00% | 1,635,484 | 2025-06-30 | ||||||
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 51,344 | +1,555 | +3.12% | $31.70 | 1.09% | 0.05% | 1,503,360 | 2025-06-30 | ||||||
| STX | SEAGATE TECHNOLOGY HOLDINGS | 9,889 | +5,028 | +103.44% | $95.76 | 1.03% | 0.00% | 1,427,279 | 2025-06-30 | ||||||
| ABBV | ABBVIE | 7,653 | +163 | +2.18% | $124.63 | 1.03% | 0.00% | 1,420,634 | 2025-06-30 | ||||||
| EPR | EPR PROPERTIES | 22,842 | +7,696 | +50.81% | $49.52 | 0.96% | 0.03% | 1,330,785 | 2025-06-30 | ||||||
| JHPI | JOHN HANCOCK PREFERRED INCOME ETF | 57,308 | +2,534 | +4.63% | $23.02 | 0.94% | 0.00% | 1,292,020 | 2025-06-30 | ||||||
| EMTL | SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 28,369 | +881 | +3.21% | $47.30 | 0.89% | 1.32% | 1,224,758 | 2025-06-30 | ||||||
| ITM | VANECK INTERMEDIATE MUNI ETF | 26,729 | -1,290 | -4.60% | $46.10 | 0.88% | 0.07% | 1,215,368 | 2025-06-30 | ||||||
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 47,130 | +27,759 | +143.30% | $24.62 | 0.85% | 0.00% | 1,179,664 | 2025-06-30 | ||||||
| IBM | IBM | 3,958 | +19 | +0.48% | $128.10 | 0.84% | 0.00% | 1,167,028 | 2025-06-30 | ||||||
| CVX | CHEVRON | 7,875 | +112 | +1.44% | $118.13 | 0.82% | 0.00% | 1,127,726 | 2025-06-30 | ||||||
| VZ | VERIZON COMMUNICATIONS | 25,649 | +379 | +1.50% | $43.90 | 0.80% | 0.00% | 1,109,867 | 2025-06-30 | ||||||
| NVS | NOVARTIS AG | 8,958 | +126 | +1.43% | $97.91 | 0.78% | 0.00% | 1,084,009 | 2025-06-30 | ||||||
| MDT | MEDTRONIC | 12,303 | +5,541 | +81.94% | $85.11 | 0.78% | 0.00% | 1,072,453 | 2025-06-30 | ||||||
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 11,604 | -186 | -1.58% | $90.28 | 0.77% | 0.00% | 1,069,738 | 2025-06-30 | ||||||
| ETN | EATON CORP | 2,986 | -2 | -0.07% | $161.60 | 0.77% | 0.00% | 1,065,972 | 2025-06-30 | ||||||
| SO | SOUTHERN | 11,340 | +95 | +0.84% | $72.61 | 0.75% | 0.00% | 1,041,426 | 2025-06-30 | ||||||
| QUS | SPDR MSCI USA STRATEGICFACTORS ETF | 6,103 | +244 | +4.16% | $120.76 | 0.72% | 0.06% | 995,451 | 2025-06-30 | ||||||
| MPC | MARATHON PETROLEUM | 5,724 | +66 | +1.17% | $67.95 | 0.69% | 0.00% | 950,920 | 2025-06-30 | ||||||
| PFE | PFIZER | 38,236 | +19,516 | +104.25% | $25.79 | 0.67% | 0.00% | 926,865 | 2025-06-30 | ||||||
| ARCC | ARES CAPITAL | 41,586 | +155 | +0.37% | $20.72 | 0.66% | 0.01% | 913,247 | 2025-06-30 | ||||||
| WMB | WILLIAMS COMPANIES | 14,376 | -36 | -0.25% | $39.84 | 0.65% | 0.00% | 902,957 | 2025-06-30 | ||||||
| JCI | JOHNSON CONTROLS INTERNATIONAL | 8,079 | +150 | +1.89% | $54.79 | 0.62% | 0.00% | 853,328 | 2025-06-30 | ||||||
| KMI | KINDER MORGAN | 27,839 | -36 | -0.13% | $18.80 | 0.59% | 0.00% | 818,496 | 2025-06-30 | ||||||
| TYG | TORTOISE ENERGY INFRASTRUCTURE | 18,510 | -870 | -4.49% | $0.00 | 0.59% | 0.00% | 812,426 | 2025-06-30 | ||||||
| MDLZ | MONDELEZ INTERNATIONAL | 12,041 | +286 | +2.43% | $62.51 | 0.59% | 0.00% | 812,060 | 2025-06-30 | ||||||
| AVGO | BROADCOM | 2,941 | -145 | -4.70% | $128.88 | 0.59% | 0.00% | 810,824 | 2025-06-30 | ||||||
| HD | HOME DEPOT | 2,196 | +30 | +1.39% | $381.67 | 0.58% | 0.00% | 805,144 | 2025-06-30 | ||||||
| WMT | WALMART | 8,110 | +192 | +2.42% | $52.02 | 0.57% | 0.00% | 793,039 | 2025-06-30 | ||||||
| FHI | FEDERATED HERMES | 17,730 | +239 | +1.37% | $34.55 | 0.57% | 0.02% | 785,827 | 2025-06-30 | ||||||
| BX | BLACKSTONE | 5,239 | +173 | +3.41% | $122.24 | 0.57% | 0.00% | 783,739 | 2025-06-30 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,600 | +24 | +1.52% | $0.00 | 0.56% | 0.00% | 777,516 | 2025-06-30 | ||||||
| DIS | WALT DISNEY | 6,264 | +85 | +1.38% | $139.28 | 0.56% | 0.00% | 776,810 | 2025-06-30 | ||||||
| AMZN | AMAZON | 3,488 | -15 | -0.43% | $170.48 | 0.55% | 0.00% | 765,244 | 2025-06-30 | ||||||