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  Name: 1620 INVESTMENT ADVISORS INC.
  City: PLYMOUTH
  State: MA
  Zip: 02360
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $99,491,000
  Total Value Change : $7,970,000
  Securities Held Change : 8
   
All Securities Held : 144
  New Positions : 13
  Closed Positions : 12
  Increased Positions : 78
  Unchanged Positions : 4
  Decreased Positions : 49

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 10 New $51.72 $1,869,000 35,825 1.88% 1,869,000 35,825 0.012    N/A
   (LNC)1 Year Chart         LNC Lincoln National Corp 53 New $32.57 $608,000 19,027 0.61% 608,000 19,027 0.01    Life & Health Insurance
   (MDT)1 Year Chart         MDT Medtronic Plc 61 New $80.60 $520,000 5,964 0.52% 520,000 5,964 0    Medical Appliances & ...
   (RPD)1 Year Chart         RPD Rapid7, Inc. 69 New $36.02 $479,000 1,866 0.48% 479,000 1,866 0.003    N/A
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 94 New $53.88 $362,000 4,025 0.36% 362,000 4,025 0.004    N/A
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 126 New $58.42 $256,000 4,938 0.26% 256,000 4,938 0.001    Domestic Money Center...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 132 New $249.09 $202,000 808 0.2% 202,000 808 0    Insurance Brokers
   (PETQ)1 Year Chart         PETQ Petiq, Inc. 137 New $20.57 $81,000 18,583 0.08% 81,000 18,583 0.06    N/A
   (SBUX)1 Year Chart         SBUX Starbucks Corp 138 New $78.76 $55,000 33,816 0.06% 55,000 33,816 0.003    Specialty Eateries
   (TRP)1 Year Chart         TRP TC Energy Corp 140 New $46.83 $32,000 19,356 0.03% 32,000 19,356 0.002    Foreign Utilities
   (ELY)1 Year Chart         ELY Callaway Golf Co 141 New $15.37 $27,000 18,987 0.03% 27,000 18,987 0.01    Sporting Goods
   (RBA)1 Year Chart         RBA Rb Global Ord Shs 143 New $73.49 $6,000 45,221 0.01% 6,000 45,221 0.025    Business Services
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 156 New $140.95 $0 11,041 0% 0 11,041 0    N/A
      13 Records Found
  1    
Page 1 of 1
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