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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Liberty Media Corp Del Com Lbty One S A
-
$42 Million 0.0% of portfolio
-
Q2 2024 Reduced 1.96%
Madison Square Garden Entmt Com Cl A
-
$498,000 0.0% of portfolio
-
Q4 2023 New
$17.4B
$13.9 Million 0.0% of portfolio
35
Q2 2024 New
$7.32B
$5.66 Million 0.0% of portfolio
220
Q1 2021 Reduced 47.87%
$0
$10.9 Million 0.0% of portfolio
139
Q4 2024 Reduced 18.24%
$9.22B
$12.6 Million 0.0% of portfolio
350
Q4 2023 New
$750M
$12.2 Million 0.0% of portfolio
1,138
Q4 2024 Added 0.98%
$15.6B
$11.8 Million 0.0% of portfolio
36
Q1 2024 Added 176.92%
$0
$36.2 Million 0.0% of portfolio
3,275
Q4 2018 Added 19.08%
$0
$9.86 Million 0.0% of portfolio
1,000
Q4 2023 New
$42.3B
$2.22 Million 0.0% of portfolio
250
Q2 2021 Added 18.8%
$0
$9.21 Million 0.0% of portfolio
32
Q3 2024 New
$0
$8.45 Million 0.0% of portfolio
126
Q4 2024 New
Liberty Global LTD Com Cl A
-
$21.1 Million 0.0% of portfolio
-
Q4 2024 Reduced 58.23%
$3.74B
$19.4 Million 0.0% of portfolio
300
Q4 2023 New
$22.5B
$16.9 Million 0.0% of portfolio
161
Q1 2024 New
$468M
$18.2 Million 0.0% of portfolio
565
Q4 2024 Reduced 52.52%
Fortrea Hldgs Inc Common Stock
-
$29 Million 0.0% of portfolio
-
Q4 2024 Reduced 18.18%
$29.3B
$2 Million 0.0% of portfolio
7
Q4 2024 Reduced 68.18%
$0
$49 Million 0.0% of portfolio
4,000
Q1 2017 Reduced 24.99%
Liberty Media Corp Del Com Lbty Liv S A
-
$1.4 Million 0.0% of portfolio
-
Q2 2024 Reduced 32.26%
$30.2B
$8.28 Million 0.0% of portfolio
40
Q1 2017 Added 11,900.0%
$3.55B
$5.62 Million 0.0% of portfolio
100
Q4 2023 New
$309B
$25.8 Million 0.0% of portfolio
117
Q2 2024 Added 265.63%
$34.8B
$9.15 Million 0.0% of portfolio
40
Q1 2024 New
$0
$961,000 0.0% of portfolio
10
Q4 2017 Added 1,900.0%
$19.6B
$17.3 Million 0.0% of portfolio
375
Q3 2024 Added 25.0%
Wk Kellogg CO Com Shs
-
$1.17 Million 0.0% of portfolio
-
Q3 2024 Reduced 36.89%
$18.7B
$2.91 Million 0.0% of portfolio
10
Q1 2024 New
Niocorp Devs LTD Com New
-
$155,000 0.0% of portfolio
-
Q2 2022 Added 400.0%
Tonix Pharmaceuticals Hldg CO Com New
-
$38,000 0.0% of portfolio
-
Q4 2024 New
$39.1B
$46 Million 0.0% of portfolio
255
Q4 2024 Reduced 2.3%
$0
$1.34 Million 0.0% of portfolio
50
Q4 2023 New
$0
$6.07 Million 0.0% of portfolio
86
Q4 2023 New
$0
$24.8 Million 0.0% of portfolio
1,375
Q1 2016 Reduced 72.73%
$0
$20.9 Million 0.0% of portfolio
447
Q2 2023 Reduced 24.24%
Worthington Stl Inc Com Shs
-
$31.8 Million 0.0% of portfolio
-
Q4 2024 New
$0
$13.2 Million 0.0% of portfolio
487
Q4 2024 Added 224.67%
Arcadium Lithium PLC Com Shs
-
$1.82 Million 0.0% of portfolio
-
Q1 2024 New
Ishares Bitcoin Trust ETF
-
$796,000 0.0% of portfolio
-
Q3 2024 New
$53.1B
$21.9 Million 0.0% of portfolio
74
Q2 2024 Reduced 73.09%
$0
$1.47 Million 0.0% of portfolio
50
Q4 2023 New
$0
$1.71 Million 0.0% of portfolio
40
Q2 2020 New
Destiny Tech100 Inc Com Shs
-
$37.7 Million 0.0% of portfolio
-
Q3 2024 Added 357.14%
Solventum Corp Com Shs
-
$8.98 Million 0.0% of portfolio
-
Q4 2024 Reduced 6.85%
$0
$26.5 Million 0.0% of portfolio
315
Q4 2017 Reduced 40.32%
$0
$20.3 Million 0.0% of portfolio
335
Q1 2018 Added 61.95%
-
$34.4 Million 0.0% of portfolio
-
Q3 2024 New
$0
$2.38 Million 0.0% of portfolio
80
Q4 2024 Added 100.0%

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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