0001951757-23-000277.txt : 20230510
0001951757-23-000277.hdr.sgml : 20230510
20230510084103
ACCESSION NUMBER: 0001951757-23-000277
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230510
DATE AS OF CHANGE: 20230510
EFFECTIVENESS DATE: 20230510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: 1620 INVESTMENT ADVISORS, INC.
CENTRAL INDEX KEY: 0001907281
IRS NUMBER: 043508661
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22522
FILM NUMBER: 23904494
BUSINESS ADDRESS:
STREET 1: 36 CORDAGE PARK CIRCLE
STREET 2: SUITE 217
CITY: PLYMOUTH
STATE: MA
ZIP: 02360
BUSINESS PHONE: 508-830-4778
MAIL ADDRESS:
STREET 1: 36 CORDAGE PARK CIRCLE
STREET 2: SUITE 217
CITY: PLYMOUTH
STATE: MA
ZIP: 02360
13F-HR
1
primary_doc.xml
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0001907281
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03-31-2023
03-31-2023
1620 INVESTMENT ADVISORS, INC.
36 CORDAGE PARK CIRCLE
SUITE 217
PLYMOUTH
MA
02360
13F HOLDINGS REPORT
028-22522
N
TODD JOHNSTON
CHIEF COMPLIANCE OFFICER
5088304778
TODD JOHNSTON
PLYMOUTH
MA
05-10-2023
0
130
82929501
false
INFORMATION TABLE
2
F_13F_1620_Q12023.xml
ABBOTT LABS
COM
002824100
655355
6472
SH
SOLE
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6472
AGREE RLTY CORP
COM
008492100
540112
7872
SH
SOLE
0
0
7872
AIR PRODS & CHEMS INC
COM
009158106
316793
1103
SH
SOLE
0
0
1103
ALEXANDER & BALDWIN INC NEW
COM
014491104
363389
19217
SH
SOLE
0
0
19217
AMAZON COM INC
COM
023135106
326087
3157
SH
SOLE
0
0
3157
APPLE INC
COM
037833100
1718889
10424
SH
SOLE
0
0
10424
ASTRAZENECA PLC
SPONSORED ADR
046353108
687923
9911
SH
SOLE
0
0
9911
AUTOMATIC DATA PROCESSING IN
COM
053015103
211498
950
SH
SOLE
0
0
950
BANK NOVA SCOTIA HALIFAX
COM
064149107
360678
7162
SH
SOLE
0
0
7162
BASSETT FURNITURE INDS INC
COM
070203104
229762
12908
SH
SOLE
0
0
12908
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
505456
1637
SH
SOLE
0
0
1637
BEST BUY INC
COM
086516101
706778
9030
SH
SOLE
0
0
9030
BRISTOL-MYERS SQUIBB CO
COM
110122108
685871
9896
SH
SOLE
0
0
9896
CVS HEALTH CORP
COM
126650100
281338
3786
SH
SOLE
0
0
3786
CATERPILLAR INC
COM
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1927
SH
SOLE
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0
1927
CHEVRON CORP NEW
COM
166764100
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7897
SH
SOLE
0
0
7897
CITIZENS FINL GROUP INC
COM
174610105
218421
7192
SH
SOLE
0
0
7192
CORNING INC
COM
219350105
482155
13667
SH
SOLE
0
0
13667
COUSINS PPTYS INC
COM NEW
222795502
241722
11306
SH
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0
11306
DARDEN RESTAURANTS INC
COM
237194105
248721
1603
SH
SOLE
0
0
1603
DIAMONDROCK HOSPITALITY CO
COM
252784301
638221
78502
SH
SOLE
0
0
78502
DISNEY WALT CO
COM
254687106
490142
4895
SH
SOLE
0
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4895
FS KKR CAP CORP
COM
302635206
411088
22221
SH
SOLE
0
0
22221
FEDERATED HERMES INC
CL B
314211103
696630
17355
SH
SOLE
0
0
17355
FOOT LOCKER INC
COM
344849104
726248
18298
SH
SOLE
0
0
18298
GENERAL DYNAMICS CORP
COM
369550108
313789
1375
SH
SOLE
0
0
1375
GILEAD SCIENCES INC
COM
375558103
772727
9313
SH
SOLE
0
0
9313
GRAPHIC PACKAGING HLDG CO
COM
388689101
283741
11131
SH
SOLE
0
0
11131
GUESS INC
COM
401617105
388811
19980
SH
SOLE
0
0
19980
HALLIBURTON CO
COM
406216101
257866
8150
SH
SOLE
0
0
8150
HERCULES CAPITAL INC
COM
427096508
474275
36794
SH
SOLE
0
0
36794
HOME DEPOT INC
COM
437076102
658724
2232
SH
SOLE
0
0
2232
HUDSON TECHNOLOGIES INC
COM
444144109
104524
11973
SH
SOLE
0
0
11973
HUNTINGTON INGALLS INDS INC
COM
446413106
290035
1401
SH
SOLE
0
0
1401
INTEL CORP
COM
458140100
312182
9556
SH
SOLE
0
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9556
INTERNATIONAL BUSINESS MACHS
COM
459200101
1020011
7781
SH
SOLE
0
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7781
ISHARES TR
TIPS BD ETF
464287176
1969940
17868
SH
SOLE
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17868
ISHARES TR
7-10 YR TRSY BD
464287440
3224065
32527
SH
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32527
ISHARES TR
1 3 YR TREAS BD
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ISHARES TR
SHRT NAT MUN ETF
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2168970
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ISHARES TR
JPMORGAN USD EMG
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ISHARES TR
ISHS 1-5YR INVS
464288646
1167746
23105
SH
SOLE
0
0
23105
JOHNSON & JOHNSON
COM
478160104
409200
2640
SH
SOLE
0
0
2640
KIMBERLY-CLARK CORP
COM
494368103
466683
3477
SH
SOLE
0
0
3477
LOCKHEED MARTIN CORP
COM
539830109
467057
988
SH
SOLE
0
0
988
MICROSOFT CORP
COM
594918104
1236971
4291
SH
SOLE
0
0
4291
MICROCHIP TECHNOLOGY INC.
COM
595017104
1135135
13549
SH
SOLE
0
0
13549
MILLER INDS INC TENN
COM NEW
600551204
246294
6967
SH
SOLE
0
0
6967
MONDELEZ INTL INC
CL A
609207105
761830
10927
SH
SOLE
0
0
10927
NEWTEKONE INC
COM NEW
652526203
133281
10714
SH
SOLE
0
0
10714
ONEOK INC NEW
COM
682680103
276272
4348
SH
SOLE
0
0
4348
PALO ALTO NETWORKS INC
COM
697435105
776389
3887
SH
SOLE
0
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3887
PEPSICO INC
COM
713448108
1263013
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SH
SOLE
0
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PFIZER INC
COM
717081103
738510
18101
SH
SOLE
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PINNACLE WEST CAP CORP
COM
723484101
338117
4267
SH
SOLE
0
0
4267
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
354029
5669
SH
SOLE
0
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RPM INTL INC
COM
749685103
510005
5846
SH
SOLE
0
0
5846
RALPH LAUREN CORP
CL A
751212101
289342
2480
SH
SOLE
0
0
2480
ROCKWELL AUTOMATION INC
COM
773903109
265728
33216
SH
SOLE
0
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RYDER SYS INC
COM
783549108
390157
4372
SH
SOLE
0
0
4372
SCHLUMBERGER LTD
COM STK
806857108
535632
10909
SH
SOLE
0
0
10909
SIMON PPTY GROUP INC NEW
COM
828806109
281045
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SH
SOLE
0
0
2510
SOUTHERN CO
COM
842587107
484470
6963
SH
SOLE
0
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BLOCK INC
CL A
852234103
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10085
SH
SOLE
0
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SYSCO CORP
COM
871829107
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SH
SOLE
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TJX COS INC NEW
COM
872540109
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21744
SH
SOLE
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TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
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SH
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TANGER FACTORY OUTLET CTRS I
COM
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SH
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TAPESTRY INC
COM
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SH
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TEXAS INSTRS INC
COM
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SH
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THERMO FISHER SCIENTIFIC INC
COM
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SH
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TRI CONTL CORP
COM
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85970
SH
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UNITIL CORP
COM
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SH
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WALMART INC
COM
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2327
SH
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ELME COMMUNITIES
SH BEN INT
939653101
263167
14735
SH
SOLE
0
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WILLIAMS COS INC
COM
969457100
304453
10196
SH
SOLE
0
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10196
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
683258
6977
SH
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0
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TOTALENERGIES SE
SPONSORED ADS
89151E109
295486
5004
SH
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0
0
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ABBVIE INC
COM
00287Y109
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7818
SH
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0
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7818
EA SERIES TRUST
FREEDOM 100 EM
02072L607
1416894
48210
SH
SOLE
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48210
ARES CAPITAL CORP
COM
04010L103
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SH
SOLE
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BAKER HUGHES COMPANY
CL A
05722G100
226060
7833
SH
SOLE
0
0
7833
BLACKSTONE INC
COM
09260D107
441220
5023
SH
SOLE
0
0
5023
BROADCOM INC
COM
11135F101
394547
615
SH
SOLE
0
0
615
CHENIERE ENERGY INC
COM NEW
16411R208
306059
1942
SH
SOLE
0
0
1942
CISCO SYS INC
COM
17275R102
663997
12702
SH
SOLE
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0
12702
CLIPPER RLTY INC
COM
18885T306
202645
35304
SH
SOLE
0
0
35304
COMPASS DIVERSIFIED
SH BEN INT
20451Q104
313752
16444
SH
SOLE
0
0
16444
CONSTELLATION BRANDS INC
CL A
21036P108
512795
2270
SH
SOLE
0
0
2270
DUPONT DE NEMOURS INC
COM
26614N102
380094
5296
SH
SOLE
0
0
5296
EPR PPTYS
COM SH BEN INT
26884U109
512223
13444
SH
SOLE
0
0
13444
ENBRIDGE INC
COM
29250N105
221767
5813
SH
SOLE
0
0
5813
EXXON MOBIL CORP
COM
30231G102
1036726
9454
SH
SOLE
0
0
9454
FOUR CORNERS PPTY TR INC
COM
35086T109
227853
8483
SH
SOLE
0
0
8483
GLOBAL X FDS
X EMERGING MKT
37954Y350
264982
12144
SH
SOLE
0
0
12144
INGERSOLL RAND INC
COM
45687V106
451547
5942
SH
SOLE
0
0
5942
INVESCO EXCH TRADED FD TR II
PFD ETF
46138E511
786872
68543
SH
SOLE
0
0
68543
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
230277
11071
SH
SOLE
0
0
11071
INVITATION HOMES INC
COM
46187W107
483534
15483
SH
SOLE
0
0
15483
JPMORGAN CHASE & CO
COM
46625H100
1219075
9355
SH
SOLE
0
0
9355
JOHN HANCOCK EXCHANGE TRADED
PREFERRED INCOME
47804J776
850180
40306
SH
SOLE
0
0
40306
KINDER MORGAN INC DEL
COM
49456B101
316598
18081
SH
SOLE
0
0
18081
MARATHON PETE CORP
COM
56585A102
1017064
7543
SH
SOLE
0
0
7543
MERCADOLIBRE INC
COM
58733R102
225388
171
SH
SOLE
0
0
171
NETAPP INC
COM
64110D104
466668
7309
SH
SOLE
0
0
7309
NOVARTIS AG
SPONSORED ADR
66987V109
802700
8725
SH
SOLE
0
0
8725
PARAMOUNT GROUP INC
COM
69924R108
55764
12229
SH
SOLE
0
0
12229
PIMCO ETF TR
ACTIVE BD ETF
72201R775
867445
9352
SH
SOLE
0
0
9352
SPDR INDEX SHS FDS
MSCI EAFE STRTGC
78463X434
2193393
31642
SH
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0
0
31642
SPDR SER TR
PORTFOLIO INTRMD
78464A375
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109755
SH
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0
0
109755
SSGA ACTIVE ETF TR
SPDR TR TACTIC
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1493410
36398
SH
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0
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36398
SPDR SER TR
PORTFOLIO SH TSR
78468R101
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51983
SH
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0
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SPDR SER TR
NUVEEN BLMBRG MU
78468R721
414123
8845
SH
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8845
SPDR SER TR
MSCI USA STRTGIC
78468R812
369005
3183
SH
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0
3183
SSGA ACTIVE TR
SPDR DBLELN EMRG
78470P309
936727
22915
SH
SOLE
0
0
22915
SOLO BRANDS INC
COM CL A
83425V104
93735
13055
SH
SOLE
0
0
13055
STARWOOD PPTY TR INC
COM
85571B105
600434
33942
SH
SOLE
0
0
33942
TRUIST FINL CORP
COM
89832Q109
250116
7335
SH
SOLE
0
0
7335
VALERO ENERGY CORP
COM
91913Y100
421173
3017
SH
SOLE
0
0
3017
VANECK ETF TRUST
SHRT HGH YLD MUN
92189F387
236051
10590
SH
SOLE
0
0
10590
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
1155977
41255
SH
SOLE
0
0
41255
VANECK ETF TRUST
INTRMDT MUNI ETF
92189H201
1167745
25129
SH
SOLE
0
0
25129
VERIZON COMMUNICATIONS INC
COM
92343V104
587088
15096
SH
SOLE
0
0
15096
VIZIO HLDG CORP
CL A COM
92858V101
97097
10577
SH
SOLE
0
0
10577
SPRUCE POWER HOLDING CORP
COM CL A
9837FR100
8700
10000
SH
SOLE
0
0
10000
EATON CORP PLC
SHS
G29183103
1321031
7710
SH
SOLE
0
0
7710
FLEX LNG LTD
SHS
G35947202
942389
28064
SH
SOLE
0
0
28064
JOHNSON CTLS INTL PLC
SHS
G51502105
412167
6844
SH
SOLE
0
0
6844
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
360288
5449
SH
SOLE
0
0
5449
SAPIENS INTL CORP N V
SHS
G7T16G103
269154
12392
SH
SOLE
0
0
12392