Chief Compliance Officer

0001951757-24-000463.txt : 20240513 0001951757-24-000463.hdr.sgml : 20240513 20240513093520 ACCESSION NUMBER: 0001951757-24-000463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 1620 INVESTMENT ADVISORS, INC. CENTRAL INDEX KEY: 0001907281 ORGANIZATION NAME: 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: 24937202 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 X0202 13F-HR LIVE false false false 0001907281 XXXXXXXX 03-31-2024 03-31-2024 1620 INVESTMENT ADVISORS, INC.

36 CORDAGE PARK CIRCLE SUITE 217 PLYMOUTH MA 02360

13F HOLDINGS REPORT 028-22522 N Todd Johnston Chief Compliance Officer (508) 830-4778 Todd Johnston Plymouth MA 05-13-2024 0 144 99490548 false INFORMATION TABLE 2 F_13F_1620_Q12024.xml BANK NEW YORK MELLON CORP COM 064058100 255690 4938 SH SOLE 0 0 4938 MEDTRONIC PLC SHS G5960L103 519763 5964 SH SOLE 0 0 5964 POWELL INDS INC COM 739128106 692574 3 SH SOLE 0 0 3 TRAVELERS COMPANIES INC COM 89417E109 496642 626 SH SOLE 0 0 626 TORTOISE ENERGY INFRA CORP COM 89147L886 586885 5308 SH SOLE 0 0 5308 GARMIN LTD SHS H2906T109 320685 2154 SH SOLE 0 0 2154 ISHARES TR 1 3 YR TREAS BD 464287457 484138 5920 SH SOLE 0 0 5920 ISHARES TR 7-10 YR TRSY BD 464287440 3280988 34661 SH SOLE 0 0 34661 PIMCO ETF TR ACTIVE BD ETF 72201R775 983579 10707 SH SOLE 0 0 10707 ALPHABET INC CAP STK CL A 02079K305 364949 2418 SH SOLE 0 0 2418 MONDELEZ INTL INC CL A 609207105 791210 11303 SH SOLE 0 0 11303 RALPH LAUREN CORP CL A 751212101 1161582 2549 SH SOLE 0 0 2549 SNOWFLAKE INC CL A 833445109 323 11041 SH SOLE 0 0 11041 COMPASS INC CL A 20464U100 47783 13273 SH SOLE 0 0 13273 CONSTELLATION BRANDS INC CL A 21036P108 642199 2363 SH SOLE 0 0 2363 FEDERATED HERMES INC CL B 314211103 614726 17019 SH SOLE 0 0 17019 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 710679 1690 SH SOLE 0 0 1690 ABBOTT LABS COM 002824100 419064 3687 SH SOLE 0 0 3687 AGREE RLTY CORP COM 008492100 465082 8142 SH SOLE 0 0 8142 AIR PRODS & CHEMS INC COM 009158106 271100 1119 SH SOLE 0 0 1119 ALEXANDER & BALDWIN INC NEW COM 014491104 325443 19760 SH SOLE 0 0 19760 AMAZON COM INC COM 023135106 599763 3325 SH SOLE 0 0 3325 APPLE INC COM 037833100 1655610 9655 SH SOLE 0 0 9655 AUTOMATIC DATA PROCESSING IN COM 053015103 237253 950 SH SOLE 0 0 950 BASSETT FURNITURE INDS INC COM 070203104 193946 13140 SH SOLE 0 0 13140 BEST BUY INC COM 086516101 498414 6076 SH SOLE 0 0 6076 BLOCK H & R INC COM 093671105 413735 8425 SH SOLE 0 0 8425 BRISTOL-MYERS SQUIBB CO COM 110122108 931330 17174 SH SOLE 0 0 17174 CVS HEALTH CORP COM 126650100 291363 3653 SH SOLE 0 0 3653 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 27327 18987 SH SOLE 0 0 18987 CATERPILLAR INC COM 149123101 339681 927 SH SOLE 0 0 927 CHEVRON CORP NEW COM 166764100 1229938 7797 SH SOLE 0 0 7797 CITIZENS FINL GROUP INC COM 174610105 268401 7396 SH SOLE 0 0 7396 CORNING INC COM 219350105 411490 12485 SH SOLE 0 0 12485 DARDEN RESTAURANTS INC COM 237194105 284322 1701 SH SOLE 0 0 1701 DIAMONDROCK HOSPITALITY CO COM 252784301 674122 70148 SH SOLE 0 0 70148 DICKS SPORTING GOODS INC COM 253393102 295241 1313 SH SOLE 0 0 1313 DISNEY WALT CO COM 254687106 645089 5272 SH SOLE 0 0 5272 ENTERPRISE PRODS PARTNERS L COM 293792107 375196 12858 SH SOLE 0 0 12858 FS KKR CAP CORP COM 302635206 369405 19371 SH SOLE 0 0 19371 FOOT LOCKER INC COM 344849104 294690 10340 SH SOLE 0 0 10340 GALLAGHER ARTHUR J & CO COM 363576109 202032 808 SH SOLE 0 0 808 GENERAL DYNAMICS CORP COM 369550108 352548 1248 SH SOLE 0 0 1248 GILEAD SCIENCES INC COM 375558103 429928 5869 SH SOLE 0 0 5869 GRAPHIC PACKAGING HLDG CO COM 388689101 316937 10861 SH SOLE 0 0 10861 GUESS INC COM 401617105 621753 19757 SH SOLE 0 0 19757 HALLIBURTON CO COM 406216101 288554 7320 SH SOLE 0 0 7320 HERCULES CAPITAL INC COM 427096508 589404 31946 SH SOLE 0 0 31946 HOME DEPOT INC COM 437076102 878465 2290 SH SOLE 0 0 2290 HUDSON TECHNOLOGIES INC COM 444144109 127980 11624 SH SOLE 0 0 11624 HUNTINGTON INGALLS INDS INC COM 446413106 358508 1230 SH SOLE 0 0 1230 INTEL CORP COM 458140100 441683 10000 SH SOLE 0 0 10000 INTERNATIONAL BUSINESS MACHS COM 459200101 1055245 5526 SH SOLE 0 0 5526 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 570286 6632 SH SOLE 0 0 6632 JOHNSON & JOHNSON COM 478160104 421735 2666 SH SOLE 0 0 2666 KIMBERLY-CLARK CORP COM 494368103 458158 3542 SH SOLE 0 0 3542 LINCOLN NATL CORP IND COM 534187109 607532 19027 SH SOLE 0 0 19027 LOCKHEED MARTIN CORP COM 539830109 385730 848 SH SOLE 0 0 848 MICROSOFT CORP COM 594918104 2323035 5522 SH SOLE 0 0 5522 MICROCHIP TECHNOLOGY INC. 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