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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
NVSNovartis Ag Sponsored Adr
Recent Activity
Decreased -0.3%
0.73%
$1.01M
8,783 shares@ $115.03 avg price
SOSouthern Company
Recent Activity
Decreased -0.44%
0.73%
$1M
11,093 shares@ $90.18 avg price
MCHPMicrochip Technology
Recent Activity
Decreased -7.78%
0.67%
$927,228
11,548 shares@ $80.3 avg price
MPCMarathon Pete Corp
Recent Activity
Decreased -7.46%
0.66%
$904,521
5,552 shares@ $162.92 avg price
SPTMSpdr Ptf S&p 1500 Composite Stk Mkt Etf
Recent Activity
Decreased -26.42%
0.63%
$872,969
362 shares@ $2411.52 avg price
QUSSpdr Msci Usa Strategicfactors Etf
Recent Activity
Decreased -0.07%
0.63%
$872,969
5,541 shares@ $157.55 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.51%
0.63%
$867,130
2,140 shares@ $405.21 avg price
NTAPNetapp Inc
Recent Activity
Decreased -3.23%
0.62%
$854,048
6,915 shares@ $123.51 avg price
MDLZMondelez Intl Class A
Recent Activity
Decreased -1.15%
0.6%
$831,309
11,284 shares@ $73.68 avg price
ARCCAres Capital Corp
Recent Activity
Increased 0.45%
0.6%
$829,388
39,608 shares@ $20.94 avg price