1620 INVESTMENT ADVISORS, INC. - Portfolio overview

1620 INVESTMENT ADVISORS, INC. has 705 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPIB - STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, 3.26%
2. QEFA - SPDR MSCI EAFE STRATEGICFACTORS ETF, 2.72%
3. IEF - ISHARES 7-10 YEAR TREASURY BOND ETF, 2.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.