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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
NSANational Storage Affiliates
Recent Activity
Increased 0.69%
0.47%
$647,278
13,429 shares@ $48.21 avg price
FHIFederated Hermes Inc., Class B
Recent Activity
Increased 0.62%
0.46%
$633,097
17,218 shares@ $36.77 avg price
BBYBest Buy Inc
Recent Activity
Increased 0.58%
0.46%
$632,816
6,126 shares@ $103.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.06%
0.46%
$628,422
3,373 shares@ $186.31 avg price
0200⤦The Allstate Corporation Pfd I
Recent Activity
Increased 0.81%
0.46%
$627,472
26,431 shares@ $23.75 avg price
STZConstellation Brands, Inc.
Recent Activity
Increased 0.17%
0.45%
$618,886
2,402 shares@ $257.66 avg price
KMIKinder Morgan
Recent Activity
Increased 0.13%
0.45%
$612,136
27,711 shares@ $22.1 avg price
LNCLincoln Natl-in
Recent Activity
Increased 0.93%
0.45%
$610,601
19,378 shares@ $31.52 avg price
MOATVaneck Morningstar Wide Moat Etf
Recent Activity
Increased 23.97%
0.44%
$603,708
6,227 shares@ $96.96 avg price
WMTWal-mart Stores Inc
Recent Activity
Increased 1.25%
0.43%
$592,902
7,342 shares@ $80.76 avg price