13F Filings History of 1620 INVESTMENT ADVISORS, INC.

Latest 13F report
Q3 2025 - 07 Oct 2025
Value $
$147,279,532
Signature - Title
Michelle Johnston - Office Manager
Location
Plymouth, MA
Summary
This page shows a list of all the recent 13F filings made by 1620 INVESTMENT ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 1620 INVESTMENT ADVISORS, INC. reported 648 stock holdings with total value $147,279,532 as of Q3 2025. Top holdings included SPIB, QEFA, IEF, JPM, and TY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 648 $147,279,532 +$7,115,642 -$9,244,315 -$2,128,673 SPIB, QEFA, IEF, JPM, TY 13F-HR 07 Oct 2025, 12:11
Q2 2025 679 $140,881,618 +$9,712,511 -$4,738,529 +$4,973,982 SPIB, QEFA, IEF, SPTS, JPM 13F-HR 07 Aug 2025, 13:13
Q1 2025 682 $130,579,797 +$5,354,157 -$5,499,409 -$145,252 SPIB, SPTS, IEF, QEFA, TY 13F-HR 14 May 2025, 11:23
Q4 2024 695 $131,944,872 +$14,130,963 -$15,027,242 -$896,279 SPIB, IEF, SPTS, TY, QEFA 13F-HR 11 Feb 2025, 12:16
Q3 2024 700 $137,742,801 +$4,331,652 -$8,594,962 -$4,263,310 SPIB, IEF, SLY, QEFA, TY 13F-HR 25 Oct 2024, 13:41
Q2 2024 593 $130,311,654 +$35,301,213 -$2,041,545 +$33,259,668 SPIB, IEF, QEFA, SPTS, TY 13F-HR 23 Jul 2024, 15:09
Q1 2024 144 $82,492,583 +$7,933,771 -$6,034,577 +$1,899,194 SPIB, IEF, QEFA, TY, JPM 13F-HR 13 May 2024, 09:35
Q4 2023 136 $88,477,024 +$9,035,431 -$8,170,738 +$864,693 SPIB, IEF, QEFA, TY, SUB 13F-HR 09 Feb 2024, 16:50
Q3 2023 141 $82,031,090 +$8,175,650 -$9,986,081 -$1,810,431 SPIB, IEF, QEFA, TY, SUB 13F-HR 09 Nov 2023, 09:58
Q2 2023 138 $85,836,784 +$9,588,659 -$6,385,003 +$3,203,656 SPIB, IEF, QEFA, TY, SUB 13F-HR 14 Aug 2023, 16:52
Q1 2023 130 $81,856,742 +$7,158,065 -$10,162,439 -$3,004,374 SPIB, IEF, TY, QEFA, SUB 13F-HR 10 May 2023, 08:41
Q4 2022 134 $82,045,631 +$12,937,515 -$2,955,800 +$9,981,715 SPIB, IEF, TY, FLRN, QEFA 13F-HR 13 Feb 2023, 18:51
Q3 2022 118 $67,777,000 +$5,508,629 -$5,952,747 -$444,118 SPIB, IEF, TY, TIP, FLRN 13F-HR 14 Nov 2022, 14:08
Q2 2022 126 $68,283,000 +$11,047,232 -$14,069,207 -$3,021,975 SPIB, IEF, TIP, FLRN, AAPL 13F-HR 08 Aug 2022, 20:12
Q1 2022 124 $78,692,000 +$2,537,000 $0 +$2,537,000 SPIB, TIP, TY, MSFT, AAPL 13F-HR 16 May 2022, 13:20
Q4 2021 118 $89,341,000 $0 $0 $0 SPIB, TIP, TY, MSFT, AAPL 13F-HR 16 May 2022, 13:27