Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $972 Billion
  • Q2 2024

Anchor Investment Management, LLC has filed its 13F form on September 20, 2024 for Q2 2024 where it was disclosed a total value porftolio of $972 Billion distributed in 1006 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.4B, Visa Inc. with a value of $26.6B, Apple Inc. with a value of $26.4B, Schwab Strategic Tr Us Large C with a value of $22.3B, and Invesco Qqq Trust, Series 1 with a value of $20.2B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $954B to 972B.

Anchor Investment Management, LLC is based out at Columbia, SC

Below you can find more details about Anchor Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $972 Billion
ETFs: $253 Billion
Technology: $152 Billion
Financial Services: $117 Billion
Healthcare: $116 Billion
Industrials: $75.9 Billion
Consumer Defensive: $63.7 Billion
Communication Services: $62.4 Billion
Consumer Cyclical: $56.2 Billion
Other: $66.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.8B
$38.7 Million 0.0% of portfolio
106
Q2 2024 Added 89.29%
$7.56B
$8.71 Million 0.0% of portfolio
200
Q1 2024 Reduced 50.0%
$1.42B
$47.4 Million 0.0% of portfolio
1,100
Q1 2024 Added 175.0%
$7.62B
$15.9 Million 0.0% of portfolio
275
Q3 2023 Added 21.82%
$10.8B
$18.8 Million 0.0% of portfolio
40
Q1 2016 Added 1,917.5%
$20.7B
$2.96 Million 0.0% of portfolio
38
Q1 2016 Reduced 84.21%
$12.1B
$21.3 Million 0.0% of portfolio
300
Q1 2016 Reduced 33.33%
$75.9B
$25.5 Million 0.0% of portfolio
164
Q1 2024 Added 7.19%
$4.56B
$1.98 Million 0.0% of portfolio
75
Q2 2020 Added 253.33%
$82.5B
$43.1 Million 0.0% of portfolio
57
Q2 2024 Reduced 10.94%
$78B
$41.2 Million 0.0% of portfolio
134
Q2 2024 Reduced 51.45%
$6.01B
$2.06 Million 0.0% of portfolio
35
Q2 2024 Reduced 63.16%
$2.05B
$47 Million 0.0% of portfolio
1,950
Q1 2016 Added 166.67%
$1.4B
$12.4 Million 0.0% of portfolio
5,000
Q4 2021 Added 92.31%
$58.3B
$2.9 Million 0.0% of portfolio
39
Q1 2024 New
$4.51B
$9.89 Million 0.0% of portfolio
340
Q1 2016 Added 3,746.47%
$7.57B
$9.23 Million 0.0% of portfolio
115
Q2 2024 Added 130.0%
$283B
$10.1 Million 0.0% of portfolio
50
Q1 2016 Added 240.0%
$7.45B
$5.41 Million 0.0% of portfolio
97
Q2 2024 New
$0
$5.9 Million 0.0% of portfolio
117
Q1 2024 Reduced 77.33%
$1.45B
$782,000 0.0% of portfolio
80
Q2 2020 Added 1,235.0%
$42.6B
$47.3 Million 0.0% of portfolio
1,466
Q2 2024 Added 14.17%
$5B
$13.3 Million 0.0% of portfolio
533
Q1 2024 Reduced 59.44%
$101B
$18.3 Million 0.0% of portfolio
333
Q2 2024 New
$3.11B
$22.9 Million 0.0% of portfolio
901
Q2 2024 New
$30.1B
$46.1 Million 0.0% of portfolio
587
Q1 2024 Added 1.56%
$3.36B
$2.7 Million 0.0% of portfolio
25
Q1 2016 Reduced 64.0%
$7.2B
$11.4 Million 0.0% of portfolio
80
Q4 2023 New
$1.77B
$428,000 0.0% of portfolio
25
Q4 2023 New
$32.1B
$7.54 Million 0.0% of portfolio
61
Q1 2024 New
$13.5B
$8.69 Million 0.0% of portfolio
47
Q4 2020 Reduced 2.13%
$16.5B
$2.57 Million 0.0% of portfolio
40
Q1 2024 New
$110B
$18.5 Million 0.0% of portfolio
88
Q1 2024 New
$27.3B
$4.97 Million 0.0% of portfolio
53
Q1 2022 Reduced 55.83%
$0
$10.6 Million 0.0% of portfolio
4,000
Q1 2017 Added 50.0%
$89.2B
$1.63 Million 0.0% of portfolio
4
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,006
  • Current Value $972 Billion
  • Prior Value $954 Billion
  • Filing
  • Period Q2 2024
  • Filing Date September 20, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 50 stocks
  • Additional Purchases 243 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 240 stocks
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