Portfolio (Quarterly)
Guide ↗
1620 INVESTMENT ADVISORS, INC.
· CIK 0001907281| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 421 | QLTY | GMO US QUALITY ETF | — | 475.0 | $20K | 0.01% | NEW | — | $41.62 | +3.4% |
| 422 | — | SPACE EXPLORATION TECHN CORP CLASS A COM STK | — | 115.0 | $20K | 0.01% | NEW | — | $170.86 | — |
| 423 | — | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | — | 398.0 | $19K | 0.01% | NEW | — | $48.35 | — |
| 424 | AGI | ALAMOS GOLD INC COM CL A | Basic Materials | 630.0 | $19K | 0.01% | NEW | — | $30.34 | +21.9% |
| 425 | WWW | WOLVERINE WORLD WIDE INC COM | Consumer Cyclical | 1,147.0 | $19K | 0.01% | NEW | — | $16.53 | +25.6% |
| 426 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 266.0 | $19K | 0.01% | NEW | — | $71.25 | +3.5% |
| 427 | CLF | CLEVELAND-CLIFFS INC NEW COM | Basic Materials | 2,014.0 | $19K | 0.01% | NEW | — | $9.39 | +33.1% |
| 428 | XFIV | BONDBLOXX BLOOMBERG FIVE YEAR TARGET DURATION US TREASURY ETF | — | 387.0 | $19K | 0.01% | NEW | — | $48.68 | -1.9% |
| 429 | ALK | ALASKA AIR GROUP INC COM | Industrials | 360.0 | $19K | 0.01% | NEW | — | $52.20 | -19.5% |
| 430 | ARQT | Arcutis Biotherapeutics | Healthcare | 711.0 | $19K | 0.01% | NEW | — | $26.22 | -8.8% |
| 431 | SVRA | SAVARA INC COM | Healthcare | 3,000.0 | $18K | 0.01% | NEW | — | $6.16 | -12.8% |
| 432 | NUE | NUCOR CORP COM | Basic Materials | 82.0 | $18K | 0.01% | NEW | — | $222.76 | +17.2% |
| 433 | PHVS | PHARVARIS N V COM | Healthcare | 520.0 | $18K | 0.01% | NEW | — | $34.58 | +1.9% |
| 434 | STLD | STEEL DYNAMICS INC COM | Basic Materials | 77.0 | $18K | 0.01% | NEW | — | $229.45 | +5.5% |
| 435 | PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | Healthcare | 550.0 | $17K | 0.01% | NEW | — | $31.40 | +21.8% |
| 436 | VITL | VITAL FARMS INC COM | Consumer Defensive | 1,420.0 | $17K | 0.01% | NEW | — | $11.63 | -14.7% |
| 437 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | — | 170.0 | $16K | 0.01% | NEW | — | $96.49 | +0.3% |
| 438 | FCX | FREEPORT MCMORAN INC CL B | Basic Materials | 260.0 | $16K | 0.01% | NEW | — | $62.89 | +15.6% |
| 439 | CRM | SALESFORCE INC COM | Technology | 101.0 | $16K | 0.01% | NEW | — | $156.66 | +65.5% |
| 440 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 475.0 | $16K | 0.01% | NEW | — | $33.29 | +35.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
23.6%
Financial Services
16.0%
Healthcare
11.6%
Consumer Cyclical
11.2%
Industrials
9.3%
Real Estate
7.1%
Energy
6.4%
Consumer Defensive
4.9%
Utilities
3.6%
Communication Services
3.3%