Anchor Investment Management, LLC Portfolio Holdings

Anchor Investment Management, LLC

  • $1.07 Trillion
  • Q4 2024

Anchor Investment Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Trillion distributed in 1024 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43.5B, Visa Inc. with a value of $32.5B, Apple Inc. with a value of $32.5B, Schwab Strategic Tr Us Large C with a value of $26B, and Invesco Qqq Trust, Series 1 with a value of $21B.

Examining the 13F form we can see an increase of $12.1B in the current position value, from $1.06T to 1.07T.

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 $1.07 Trillion
ETFs: $290 Billion
Technology: $158 Billion
Financial Services: $142 Billion
Healthcare: $113 Billion
Industrials: $88.2 Billion
Communication Services: $68 Billion
Consumer Cyclical: $66.8 Billion
Consumer Defensive: $65.5 Billion
Other: $68.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$4.49 Billion 0.42% of portfolio
15,354
Q4 2024 Reduced 0.2%
$226B
$4.3 Billion 0.4% of portfolio
14,818
Q4 2024 Added 5.22%
$2.57B
$4.16 Billion 0.39% of portfolio
274,115
Q3 2024 Added 195.05%
$77.4B
$4 Billion 0.37% of portfolio
42,337
Q4 2024 Reduced 7.89%
$139B
$3.9 Billion 0.36% of portfolio
54,362
Q4 2024 Added 4.19%
$66.5B
$3.8 Billion 0.35% of portfolio
30,657
Q4 2024 Added 0.1%
$16.3B
$3.61 Billion 0.34% of portfolio
49,403
Q1 2016 Reduced 1.2%
$147B
$3.67 Billion 0.34% of portfolio
138,464
Q4 2024 Reduced 2.58%
$68.2B
$3.64 Billion 0.34% of portfolio
1,138
Q4 2024 Added 3.45%
$143B
$3.55 Billion 0.33% of portfolio
9,861
Q4 2024 Reduced 1.05%
$339B
$3.57 Billion 0.33% of portfolio
81,324
Q4 2024 Reduced 5.82%
$745B
$3.39 Billion 0.32% of portfolio
8,396
Q4 2024 Reduced 15.26%
$54.8B
$3.3 Billion 0.31% of portfolio
76,023
Q4 2024 Reduced 1.36%
$54.3B
$3.34 Billion 0.31% of portfolio
14,217
Q4 2024 Reduced 0.34%
$28B
$3.33 Billion 0.31% of portfolio
41,097
Q4 2024 Reduced 0.68%
$251B
$3.28 Billion 0.31% of portfolio
55,370
Q4 2024 Reduced 1.5%
$43.8B
$3.06 Billion 0.29% of portfolio
41,347
Q4 2024 Added 12.59%
$204B
$3.06 Billion 0.29% of portfolio
20,143
Q4 2024 Reduced 16.03%
$21.2B
$3.13 Billion 0.29% of portfolio
27,640
Q4 2024 Added 2.1%
$81B
$2.97 Billion 0.28% of portfolio
34,826
Q4 2024 Reduced 1.12%
$182B
$3 Billion 0.28% of portfolio
604
Q4 2024 Added 30.45%
$84.2B
$2.92 Billion 0.27% of portfolio
2,460
Q4 2024 Reduced 0.65%
$2.24B
$2.94 Billion 0.27% of portfolio
24,212
Q4 2024 Added 3.15%
$63.2B
$2.84 Billion 0.26% of portfolio
87,879
Q4 2024 Reduced 2.27%
$105B
$2.73 Billion 0.25% of portfolio
7,401
Q4 2024 Added 21.37%
$190B
$2.64 Billion 0.25% of portfolio
4,618
Q4 2024 Added 9.17%
$202B
$2.68 Billion 0.25% of portfolio
9,026
Q4 2024 Added 1.51%
$159B
$2.47 Billion 0.23% of portfolio
65,697
Q4 2024 Reduced 13.17%
$149B
$2.32 Billion 0.22% of portfolio
40,874
Q4 2024 Reduced 3.64%
$87.7B
$2.33 Billion 0.22% of portfolio
38,940
Q4 2024 Reduced 1.78%
$47.1B
$2.29 Billion 0.21% of portfolio
17,456
Q4 2024 Reduced 15.52%
$161B
$2.28 Billion 0.21% of portfolio
4,587
Q4 2024 Added 50.64%
$177B
$2.23 Billion 0.21% of portfolio
11,912
Q4 2024 Added 2.4%
$4.72B
$2.13 Billion 0.2% of portfolio
43,551
Q4 2024 Reduced 0.29%
$68.5B
$2.1 Billion 0.2% of portfolio
20,284
Q4 2024 Reduced 0.49%
$5.86B
$2.09 Billion 0.2% of portfolio
39,465
Q4 2024 Added 393.44%
$25.8B
$2.16 Billion 0.2% of portfolio
42,832
Q4 2024 Reduced 13.51%
$40.3B
$2.18 Billion 0.2% of portfolio
5,691
Q4 2024 Added 24.2%
$199B
$2.12 Billion 0.2% of portfolio
18,325
Q4 2024 Added 21.66%
$133B
$2.1 Billion 0.2% of portfolio
12,912
Q4 2024 Reduced 0.25%
$123B
$2.02 Billion 0.19% of portfolio
4,165
Q4 2024 Added 0.97%
$143B
$2.07 Billion 0.19% of portfolio
27,978
Q4 2024 Reduced 22.77%
$18.6B
$1.94 Billion 0.18% of portfolio
25,632
Q4 2024 Added 47.19%
$145B
$1.88 Billion 0.18% of portfolio
31,198
Q4 2024 Reduced 7.47%
$225B
$1.96 Billion 0.18% of portfolio
11,765
Q4 2024 Added 3.93%
$68.9B
$1.92 Billion 0.18% of portfolio
3,956
Q4 2024 Added 35.9%
$53.2B
$1.87 Billion 0.17% of portfolio
13,344
Q4 2024 Reduced 1.11%
$11.7B
$1.81 Billion 0.17% of portfolio
16,430
Q4 2024 Reduced 14.37%
$50.8B
$1.81 Billion 0.17% of portfolio
7,010
Q4 2024 Added 10.36%

Summary

  • Portfolio
  • No. of Stocks 1,024
  • Current Value $1.07 Trillion
  • Prior Value $1.06 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 34 stocks
  • Additional Purchases 209 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 248 stocks
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