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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
TSMTaiwan Semiconductor Manufacturing Co Ltd
Recent Activity
Decreased -0.61%
0.94%
$1.294M
7,451 shares@ $173.67 avg price
VZVerizon Communications
Recent Activity
Decreased -2.17%
0.93%
$1.29M
28,718 shares@ $44.91 avg price
IBMIbm Corp
Recent Activity
Decreased -0.57%
0.88%
$1.215M
5,494 shares@ $221.09 avg price
EMTLSpdr Doubleline Emerging Mkts Fxd Inc Etf
Recent Activity
Decreased -1.49%
0.84%
$1.164M
26,754 shares@ $43.49 avg price
CVXChevron Corporation
Recent Activity
Decreased -7.48%
0.84%
$1.161M
7,885 shares@ $147.28 avg price
JHPIJohn Hancock Preferred Income Etf
Recent Activity
Increased 2.86%
0.84%
$1.156M
49,740 shares@ $23.25 avg price
GLWCorning Inc
Recent Activity
Increased 0.22%
0.81%
$1.123M
24,864 shares@ $45.15 avg price
BONDPimco Active Bond Etf
Recent Activity
Decreased -16.38%
0.76%
$1.05M
11,098 shares@ $94.62 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -40.76%
0.76%
$1.046M
3,155 shares@ $331.44 avg price
6934⤦Powell Industries, Inc.
Recent Activity
Decreased -13.65%
0.75%
$1.037M
4,671 shares@ $221.99 avg price