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Michelle Johnston

@1620 Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$138.709MTotal holdings705
Assets growth rate6.27%Assets growth rate (2-Q avg)18.74%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in 1620 Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 705 positions.

Assets under management

The assets under management (AUM) of 1620 Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 138.709M in assets, with a quarterly growth rate of 6.27% and a 2-quarter average growth rate of 18.74%. The portfolio is managed by Michelle Johnston, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IGSBIshares Short-term Corporate Bond Etf
Recent Activity
Increased 3.89%
1.52%
$2.103M
39,927 shares@ $52.66 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -13.08%
1.5%
$2.069M
4,809 shares@ $430.3 avg price
FRDMFreedom 100 Emerging Markets Etf
Recent Activity
Increased 1.33%
1.44%
$1.99M
55,630 shares@ $35.78 avg price
SCHPSchwab U.s. Tips Etf
Recent Activity
Decreased -0.33%
1.41%
$1.95M
36,362 shares@ $53.64 avg price
TOTLSpdr Doubleline Total Return Tactical Etf
Recent Activity
Decreased -2.37%
1.2%
$1.662M
40,146 shares@ $41.41 avg price
ABBVAbbvie, Inc.
Recent Activity
Decreased -9.46%
1.08%
$1.494M
7,564 shares@ $197.5 avg price
RTXRtx Corporation
Recent Activity
Decreased -4.71%
1.06%
$1.458M
12,031 shares@ $121.16 avg price
ITMVaneck Vectors Amt-free Intermediate Mun I
Recent Activity
Increased 0.71%
1.05%
$1.443M
30,744 shares@ $46.96 avg price
ANGLVaneck Vectors Fallen Angel Hiyld Bd Etf
Recent Activity
Increased 1.2%
1.03%
$1.423M
48,370 shares@ $29.41 avg price
PEPPepsico Inc
Recent Activity
Decreased -3.1%
0.96%
$1.321M
7,769 shares@ $170.05 avg price