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
$13B
$314 Million 0.03% of portfolio
3,171
Q2 2024 Reduced 6.63%
$44.2B
$279 Million 0.03% of portfolio
800
Q4 2024 Added 0.13%
$493M
$346 Million 0.03% of portfolio
17,979
Q4 2024 Reduced 4.12%
$44.4B
$297 Million 0.03% of portfolio
4,134
Q4 2024 Added 3.38%
$10.4B
$308 Million 0.03% of portfolio
3,473
Q4 2024 Reduced 8.68%
$44.3B
$328 Million 0.03% of portfolio
3,263
Q2 2024 Reduced 11.74%
$97.4B
$282 Million 0.03% of portfolio
4,801
Q4 2024 Reduced 15.79%
$72.8B
$345 Million 0.03% of portfolio
6,379
Q4 2024 Added 16.43%
$26.8B
$318 Million 0.03% of portfolio
1,978
Q3 2024 Reduced 4.81%
$30.9B
$287 Million 0.03% of portfolio
2,459
Q3 2024 Added 0.04%
$9.87B
$323 Million 0.03% of portfolio
1,037
Q4 2024 Added 16.78%
$19.9B
$204 Million 0.02% of portfolio
9,550
Q4 2024 Reduced 6.83%
$41.5B
$204 Million 0.02% of portfolio
1,721
Q1 2024 Added 0.82%
$37.2B
$261 Million 0.02% of portfolio
4,206
Q4 2024 Reduced 2.32%
$30.8B
$185 Million 0.02% of portfolio
3,527
Q4 2024 Added 3.83%
$31B
$219 Million 0.02% of portfolio
851
Q1 2016 Reduced 17.74%
$7.73B
$247 Million 0.02% of portfolio
4,000
Q3 2023 Added 33.33%
$43.4B
$261 Million 0.02% of portfolio
370
Q3 2024 Added 1.09%
$59.7B
$181 Million 0.02% of portfolio
1,425
Q4 2024 Reduced 7.05%
$10.1B
$184 Million 0.02% of portfolio
456
Q4 2024 Added 3.4%
$142B
$210 Million 0.02% of portfolio
929
Q4 2024 Reduced 3.43%
$37.4B
$175 Million 0.02% of portfolio
2,293
Q4 2024 Reduced 0.61%
$65.3B
$208 Million 0.02% of portfolio
917
Q4 2024 Reduced 2.45%
$32.7B
$177 Million 0.02% of portfolio
900
Q4 2024 Reduced 3.02%
$34.4B
$182 Million 0.02% of portfolio
3,000
Q1 2020 Reduced 68.13%
$15.4B
$182 Million 0.02% of portfolio
2,037
Q3 2024 Added 47.29%
$22.8B
$240 Million 0.02% of portfolio
7,550
Q4 2024 Reduced 6.21%
$24.6B
$161 Million 0.02% of portfolio
4,010
Q4 2024 Reduced 2.29%
$21.7B
$220 Million 0.02% of portfolio
13,500
Q3 2024 Reduced 6.9%
$13.5B
$162 Million 0.02% of portfolio
2,350
Q4 2024 Reduced 4.08%
$38B
$218 Million 0.02% of portfolio
2,850
Q4 2024 Reduced 0.38%
$5.18B
$167 Million 0.02% of portfolio
4,583
Q2 2024 Reduced 24.66%
$25.1B
$196 Million 0.02% of portfolio
1,156
Q3 2024 Added 86.75%
$59.4B
$239 Million 0.02% of portfolio
2,094
Q4 2024 Reduced 0.38%
$39.8B
$209 Million 0.02% of portfolio
2,720
Q4 2024 Reduced 8.66%
$14.4B
$179 Million 0.02% of portfolio
1,774
Q3 2024 Reduced 1.93%
$29.8B
$212 Million 0.02% of portfolio
410
Q4 2024 Added 13.26%
$16.8B
$167 Million 0.02% of portfolio
1,431
Q4 2024 Reduced 4.79%
$13.3B
$234 Million 0.02% of portfolio
1,375
Q4 2024 Reduced 6.4%
$58.8B
$218 Million 0.02% of portfolio
7,100
Q2 2024 Added 14.52%
$77.1B
$251 Million 0.02% of portfolio
1,543
Q4 2024 Reduced 1.66%
$14.5B
$266 Million 0.02% of portfolio
1,117
Q1 2024 Reduced 1.76%
$6.8B
$210 Million 0.02% of portfolio
4,092
Q4 2024 Reduced 9.91%
$6.5B
$184 Million 0.02% of portfolio
3,000
Q3 2024 Reduced 33.33%
$73.1B
$194 Million 0.02% of portfolio
419
Q4 2024 Reduced 3.68%
$25.6B
$228 Million 0.02% of portfolio
1,222
Q4 2024 Reduced 4.53%
$25.3B
$245 Million 0.02% of portfolio
142
Q4 2024 Added 132.79%
$81.2B
$204 Million 0.02% of portfolio
1,582
Q4 2024 Reduced 19.16%
$43B
$187 Million 0.02% of portfolio
2,015
Q4 2024 Reduced 19.88%

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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