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
$8.09B
$119 Million 0.01% of portfolio
9,869
Q2 2024 Reduced 22.58%
$66.8B
$88.1 Million 0.01% of portfolio
230
Q2 2024 Added 130.0%
$0
$73.4 Million 0.01% of portfolio
5,981
Q1 2016 Reduced 15.85%
$2.19B
$86.5 Million 0.01% of portfolio
800
Q2 2024 Reduced 23.81%
$9.23B
$80.2 Million 0.01% of portfolio
1,250
Q1 2016 Reduced 76.0%
$3.73B
$83.6 Million 0.01% of portfolio
4,700
Q4 2023 New
$6.26B
$77.2 Million 0.01% of portfolio
2,100
Q1 2017 Reduced 66.67%
$288M
$105 Million 0.01% of portfolio
10,000
Q4 2023 New
-
$109 Million 0.01% of portfolio
-
Q2 2024 Added 1.34%
$26.4B
$114 Million 0.01% of portfolio
619
Q2 2024 Added 4.21%
$81.6B
$106 Million 0.01% of portfolio
23,000
Q2 2021 Reduced 56.52%
$26.8B
$72.7 Million 0.01% of portfolio
525
Q2 2024 Added 10.53%
$16.3B
$139 Million 0.01% of portfolio
1,809
Q2 2024 Added 74.78%
$0
$50.7 Million 0.01% of portfolio
3,918
Q2 2024 Added 0.23%
$6.14B
$57.9 Million 0.01% of portfolio
722
Q1 2016 Added 106.37%
$4.69B
$90.9 Million 0.01% of portfolio
50
Q4 2023 New
$16.6B
$130 Million 0.01% of portfolio
943
Q2 2024 Added 0.21%
$5.58B
$75.9 Million 0.01% of portfolio
1,400
Q1 2024 Added 250.0%
$0
$65.5 Million 0.01% of portfolio
3,500
Q3 2017 Reduced 65.71%
$0
$49.8 Million 0.01% of portfolio
4,000
Q1 2017 Reduced 24.99%
$62.6B
$90.4 Million 0.01% of portfolio
653
Q1 2024 Added 2.83%
$29.2B
$85.3 Million 0.01% of portfolio
61
Q2 2024 Reduced 14.08%
$43.7B
$128 Million 0.01% of portfolio
1,400
Q1 2017 Reduced 97.57%
$37.3B
$143 Million 0.01% of portfolio
294
Q2 2024 Reduced 0.68%
$16.8B
$75 Million 0.01% of portfolio
1,738
Q1 2016 Added 126.99%
$98.7B
$71.7 Million 0.01% of portfolio
87
Q1 2020 Reduced 86.21%
$0
$78.9 Million 0.01% of portfolio
10,558
Q2 2024 Added 0.31%
$15.9B
$138 Million 0.01% of portfolio
5,025
Q2 2024 Reduced 16.6%
$8.02B
$74.2 Million 0.01% of portfolio
2,300
Q4 2016 Added 1,400.0%
$11B
$83 Million 0.01% of portfolio
414
Q1 2024 Reduced 10.78%
$7.38B
$99.2 Million 0.01% of portfolio
500
Q2 2019 Reduced 80.0%
$80.3B
$145 Million 0.01% of portfolio
287
Q1 2016 Added 23.69%
$37.3B
$90.2 Million 0.01% of portfolio
1,708
Q2 2024 Added 3.08%
$125B
$130 Million 0.01% of portfolio
2,056
Q2 2024 Reduced 10.8%
$38.9B
$50.6 Million 0.01% of portfolio
390
Q2 2024 Reduced 30.97%
$5.58B
$77.6 Million 0.01% of portfolio
2,495
Q1 2016 Reduced 58.32%
$1.23B
$87.8 Million 0.01% of portfolio
6,000
Q2 2024 Reduced 19.19%
$95.7B
$57.1 Million 0.01% of portfolio
865
Q2 2024 Added 31.46%
$25B
$83.6 Million 0.01% of portfolio
1,764
Q2 2024 Reduced 36.16%
$12.8B
$51.8 Million 0.01% of portfolio
796
Q2 2024 Added 18.45%
$37.3B
$90.4 Million 0.01% of portfolio
1,500
Q1 2020 Reduced 66.67%
$46.2B
$64.5 Million 0.01% of portfolio
660
Q2 2024 Added 14.19%
$42B
$89.9 Million 0.01% of portfolio
1,009
Q1 2024 Added 1.41%
$8.28B
$60.7 Million 0.01% of portfolio
450
Q1 2022 Added 2.59%
$6.36B
$21.4 Million 0.0% of portfolio
2,057
Q1 2016 Reduced 28.68%
$23.3B
$10.6 Million 0.0% of portfolio
218
Q1 2021 Added 37.61%
$11.3B
$1.81 Million 0.0% of portfolio
20
Q1 2016 Added 900.0%
$5.63B
$25.9 Million 0.0% of portfolio
446
Q1 2016 Added 415.7%
$412M
$392,000 0.0% of portfolio
9
Q2 2024 Reduced 10.0%

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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