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
$0
$2.76 Billion 0.26% of portfolio
31,033
Q4 2024 Added 3.51%
$63.2B
$2.84 Billion 0.26% of portfolio
87,879
Q4 2024 Reduced 2.27%
$0
$2.76 Billion 0.26% of portfolio
17,800
Q4 2024 Added 4.06%
$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%
$0
$2.7 Billion 0.25% of portfolio
10,594
Q4 2024 Added 3.21%
$202B
$2.68 Billion 0.25% of portfolio
9,026
Q4 2024 Added 1.51%
$0
$2.53 Billion 0.24% of portfolio
14,952
Q4 2024 Added 24.78%
$159B
$2.47 Billion 0.23% of portfolio
65,697
Q4 2024 Reduced 13.17%
$0
$2.5 Billion 0.23% of portfolio
12,756
Q4 2024 Reduced 0.78%
$149B
$2.32 Billion 0.22% of portfolio
40,874
Q4 2024 Reduced 3.64%
$0
$2.31 Billion 0.22% of portfolio
5,640
Q4 2024 Added 18.81%
$0
$2.37 Billion 0.22% of portfolio
63,652
Q3 2024 New
$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%
$4.72B
$2.13 Billion 0.2% of portfolio
43,551
Q4 2024 Reduced 0.29%
$0
$2.12 Billion 0.2% of portfolio
10,022
Q4 2024 Added 1.62%
$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%
$0
$2.06 Billion 0.19% of portfolio
30,262
Q3 2024 New
$0
$2.02 Billion 0.19% of portfolio
7,644
Q4 2024 Reduced 0.73%
$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%
$0
$1.93 Billion 0.18% of portfolio
72,583
Q4 2024 Reduced 1.83%
$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%
$17.9B
$1.7 Billion 0.16% of portfolio
10,497
Q4 2024 Added 3.03%
$0
$1.7 Billion 0.16% of portfolio
7,076
Q4 2024 Reduced 0.84%
Simplify Mbs ETF
-
$1.7 Billion 0.16% of portfolio
-
Q4 2024 Added 12.79%
$226B
$1.75 Billion 0.16% of portfolio
7,982
Q4 2024 Added 2.35%
$169B
$1.69 Billion 0.16% of portfolio
6,478
Q4 2024 Added 6.58%
$7.14B
$1.77 Billion 0.16% of portfolio
17,756
Q3 2024 Reduced 1.8%
$0
$1.6 Billion 0.15% of portfolio
23,522
Q4 2024 Added 5.17%
$0
$1.62 Billion 0.15% of portfolio
14,063
Q4 2024 Added 28.39%
$51.6B
$1.61 Billion 0.15% of portfolio
13,114
Q4 2024 Added 10.95%
$1.36B
$1.64 Billion 0.15% of portfolio
27,149
Q4 2024 Added 3.96%
$0
$1.59 Billion 0.15% of portfolio
25,961
Q4 2024 Reduced 1.18%
$67.8B
$1.53 Billion 0.14% of portfolio
19,960
Q4 2024 Reduced 1.26%
$170B
$1.5 Billion 0.14% of portfolio
2,388
Q4 2024 Reduced 1.12%

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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