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
$7.25B
$234 Million 0.02% of portfolio
5,813
Q2 2024 Reduced 9.36%
$44.5B
$161 Million 0.02% of portfolio
2,564
Q2 2024 Reduced 19.88%
$10.5B
$148 Million 0.02% of portfolio
5,362
Q1 2016 Added 3.17%
$76.5B
$162 Million 0.02% of portfolio
419
Q2 2024 Added 7.71%
$24.2B
$176 Million 0.02% of portfolio
1,395
Q2 2024 Reduced 3.59%
$71.5B
$202 Million 0.02% of portfolio
1,975
Q2 2024 Reduced 90.91%
$38.3B
$162 Million 0.02% of portfolio
4,627
Q1 2016 Added 155.11%
$42.2B
$242 Million 0.02% of portfolio
2,515
Q2 2024 Reduced 3.82%
$10.5B
$216 Million 0.02% of portfolio
5,434
Q2 2024 Reduced 24.86%
$63.2B
$233 Million 0.02% of portfolio
5,479
Q2 2024 Added 15.86%
$10.1B
$241 Million 0.02% of portfolio
6,444
Q2 2024 Added 0.39%
$58.2B
$163 Million 0.02% of portfolio
289
Q2 2024 Reduced 4.93%
$58.3B
$234 Million 0.02% of portfolio
1,153
Q1 2024 Reduced 4.16%
$47.4B
$213 Million 0.02% of portfolio
78,000
Q2 2024 Reduced 24.27%
$28.8B
$221 Million 0.02% of portfolio
2,248
Q1 2024 Reduced 1.92%
$19.5B
$76.4 Million 0.01% of portfolio
198
Q2 2024 Added 191.18%
$35B
$48.6 Million 0.01% of portfolio
200
Q4 2023 New
$14.4B
$126 Million 0.01% of portfolio
1,400
Q2 2024 Reduced 3.11%
$8.84B
$77.8 Million 0.01% of portfolio
275
Q1 2016 Added 416.36%
$3.66B
$114 Million 0.01% of portfolio
3,375
Q1 2016 Added 401.63%
$22.5B
$131 Million 0.01% of portfolio
740
Q2 2024 Added 0.14%
$14.4B
$49.1 Million 0.01% of portfolio
285
Q1 2016 Added 121.05%
$40.3B
$84.5 Million 0.01% of portfolio
1,336
Q2 2024 Added 0.15%
$46.6B
$87.3 Million 0.01% of portfolio
1,385
Q2 2024 Reduced 32.44%
$13.9B
$49 Million 0.01% of portfolio
925
Q1 2024 Reduced 9.76%
$81.6B
$48.8 Million 0.01% of portfolio
248
Q2 2016 Reduced 9.27%
$25B
$98.7 Million 0.01% of portfolio
503
Q1 2024 Added 0.6%
$74.2B
$113 Million 0.01% of portfolio
893
Q2 2024 Added 5.81%
$5.12B
$137 Million 0.01% of portfolio
1,632
Q2 2024 Reduced 10.92%
$121B
$51.1 Million 0.01% of portfolio
109
Q2 2024 Reduced 94.91%
$72.4B
$64.4 Million 0.01% of portfolio
922
Q1 2020 Reduced 95.66%
$138B
$140 Million 0.01% of portfolio
657
Q2 2024 Added 3.14%
$90.5B
$105 Million 0.01% of portfolio
318
Q1 2024 Added 1.27%
$24.5B
$122 Million 0.01% of portfolio
3,200
Q2 2024 Reduced 0.47%
$41.1B
$141 Million 0.01% of portfolio
11,267
Q1 2024 Reduced 11.34%
$71.7B
$127 Million 0.01% of portfolio
3,200
Q1 2016 Reduced 37.5%
$90B
$71 Million 0.01% of portfolio
1,966
Q2 2024 Added 0.05%
$16.1B
$79.6 Million 0.01% of portfolio
250
Q2 2024 Reduced 37.5%
$75.5B
$81 Million 0.01% of portfolio
258
Q2 2024 Reduced 44.99%
$18B
$81.3 Million 0.01% of portfolio
1,298
Q2 2024 Reduced 5.46%
$18.3B
$57.4 Million 0.01% of portfolio
7,717
Q2 2024 Added 1.27%
$57.3B
$51.9 Million 0.01% of portfolio
1,100
Q1 2024 Reduced 16.6%
$11.5B
$121 Million 0.01% of portfolio
1,383
Q2 2024 Added 16.91%
$56.3B
$50.7 Million 0.01% of portfolio
334
Q1 2024 Added 2.77%
$46.6B
$85.7 Million 0.01% of portfolio
2,567
Q1 2024 Reduced 3.82%
$0
$128 Million 0.01% of portfolio
6,161
Q1 2016 Reduced 80.52%
$4.5B
$81.3 Million 0.01% of portfolio
84
Q2 2024 Added 31.25%
$64.7B
$51.5 Million 0.01% of portfolio
236
Q1 2024 Reduced 7.45%
$31.5B
$64.7 Million 0.01% of portfolio
469
Q2 2024 Added 225.69%

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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