1620 INVESTMENT ADVISORS, INC.

RIA/Wealth

1620 INVESTMENT ADVISORS, INC. is a RIA/Wealth based in Plymouth, MA led by Todd Adams Johnston, reporting $196.1M in AUM as of Q3 2025 with 31% ETF concentration.

PresidentTodd Adams Johnston

Portfolio Value: $146.8M
Positions: 647
Top Holding: SPIB at 3.12%
Last Reported: Q3 2025

Address36 Cordage Park Circle, Suite 217, Plymouth, MA, 02360, United States

Top Holdings

Largest long holdings in 1620 INVESTMENT ADVISORS, INC.'s portfolio (21.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPIB SPDR Portfolio Intermediate Term Corporate Bond SPIB	ETF ETF	$4.6M	3.12%	+$94.2K Bought	— 135.3K shares	Q4 2021 Held for 3y 11m
2 SPDR MSCI EAFE StrategicFactors ETF QEFA	ETF ETF	$3.7M	2.54%	+$107.6K Bought	— 42.4K shares	Q4 2021 Held for 3y 11m
3 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$3.4M	2.33%	+$151.2K Bought	— 35.4K shares	Q4 2021 Held for 3y 11m
4 JPMorgan Chase JPM	Banks - Diversified Financial Services	$3.1M	2.13%	-$160.9K Sold	0.00% 9.9K shares	Q4 2021 Held for 3y 11m
5 TY TRI-Continental Corporation TY	Unknown Unknown	$3.1M	2.13%	+$14.2K Bought	— 91.8K shares	Q4 2022 Held for 2y 11m
6 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$3.1M	2.11%	-$45.4K Sold	— 105.5K shares	Q3 2022 Held for 3y 2m
7 Freedom 100 Emerging Markets FRDM	ETF ETF	$2.8M	1.92%	+$49.9K Bought	— 63.7K shares	Q2 2022 Held for 3y 5m
8 iShares Trust IGSB	ETF ETF	$2.6M	1.75%	+$43.4K Bought	— 48.3K shares	Q2 2022 Held for 3y 5m
9 Apple AAPL	Consumer Electronics Technology	$2.5M	1.68%	-$42.8K Sold	0.00% 9.7K shares	Q4 2021 Held for 3y 11m
10 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$2.4M	1.63%	-$39.9K Sold	0.00% 16.6K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in 1620 INVESTMENT ADVISORS, INC.'s latest filing

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Market Value

$146.8M

Prior: $137.9M

Q/Q Change

+6.48%

+$8.9M

Net Flows % of MV

+0.284%

Turnover Ratio

4.41%

New Purchases

26 stocks

$1.0M

Added To

145 stocks

+$5.6M

Sold Out Of

33 stocks

$1.4M

Reduced Holdings

214 stocks

-$4.8M

Increased Positions

Position	Shares Δ	Change
1 Schwab High Yield Bond SCYB	New	0 → 7.5K +$200.5K
2 Dell Technologies DELL	New	0 → 882.0 +$125.0K
3 The Gorman-Rupp Company GRC	New	0 → 2.3K +$107.6K
4 Power Integrations POWI	New	0 → 2.7K +$107.3K
5 GlobalFoundries GFS	New	0 → 3.0K +$106.9K

Decreased Positions

Position	Shares Δ	Change
1 FS KKR Capital Corp. FSK	Sold	18.4K → 0 −$382.3K
2 Sapiens International Corporation N.V. SPNS	Sold	10.5K → 0 −$306.5K
3 Guess GES	Sold	12.9K → 0 −$156.3K
4 JHX James Hardie Industries JHX	Sold	4.1K → 0 −$110.4K
5 JHX James Hardie Industries plc JHX	Sold	4.1K → 0 −$110.4K

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Analytics

Portfolio insights and performance metrics for 1620 INVESTMENT ADVISORS, INC.

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Sector Allocation

ETF

31.10%

Technology

13.80%

Financial Services

9.20%

Consumer Cyclical

8.00%

Healthcare

6.90%

Industrials

6.10%

Real Estate

5.20%

Energy

4.70%

Consumer Defensive

3.60%

Communication Services

2.80%

Utilities

2.50%

Basic Materials

1.40%

Market Cap Distribution

Mega Cap (> $200B)

16.96%

Large Cap ($10B - $200B)

31.74%

Mid Cap ($2B - $10B)

10.66%

Small Cap ($300M - $2B)

3.12%

Micro Cap ($50M - $300M)

0.14%

Nano Cap (< $50M)

0.16%

N/A (ETF or Unknown)

37.22%

Portfolio Concentration

Top 10 Holdings %

21.33%

Top 20 Holdings %

34.47%

Top 50 Holdings %

55.34%

Top 100 Holdings %

75.69%